1 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
2 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Unlock Hidden Business Value of Your SAP Systems with Oracle Business Intelligence Applications Robert Davis - Director, Oracle BI Product Management Narayanan Parthasarathy - Pre Sales & Solution Head - Bristlecone
ORACLE PRODUCT
LOGO
Presenting with
3 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statements
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Program Agenda
• Introductions • Why BI Applications for SAP • Financial Analytics for SAP Overview • Bristlecone SAP Practice • Implementation Best Practices & Experiences • Q&A
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Oracle BI Applications Why SAP?
• Traditional solutions are difficult to extend and customize • Integration of SAP BI with non-SAP systems • Desire Common Information Model • Seeking robust integration with Microsoft Office Suite (Word, Power
Point, Excel, etc.) • Interested in pre-built solutions
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Vision - Oracle BI Applications for SAP Customers are Seeking Heterogeneous Solutions
Siebel CRM & SAP ERP
PeopleSoft HCM & SAP ERP
Multiple ERP’s
Hyperion & SAP ERP Oracle BI Applications
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• Analyze intra-period financial data by department or role
• Maximize efficiency of collections Financial Analytics
• Increase visibility into direct and indirect spend
• Optimize supplier selection and performance Procurement & Spend
Analytics
Alignment Across Functions Optimize profitability and operational
efficiencies
• Visibility into supply/demand to better manage inventory
• Accelerate order to cash process
SCM & OM Analytics
Unlocking Back Office Business Insights through BI
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Oracle BI Applications for SAP Version 7.9.7 – Available Today!
• Financial Analytics Sources directly from SAP R/3 4.6c and ECC 6.0 FI.
• Adapter is built exclusively on ODI 10.1.3.5
• Target BAW data warehouse certification is Oracle database
• Initial version focused on SAP FI with other ERP areas covered in follow-on releases
Oracle BI Applications
Financials
Oracle BI Foundation
Common Enterprise Information Model
SAP R/3 v 4.6c & ECC 6.0
Oracle Data Integrator
• Financial Accounting (FI)
Supply Chain & Order
Management Procurement
& Spend
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Pre-mapped metadata, including embedded best practice calculations and metrics for financial analysts, executives and other business users
A “best practice” library of over 488 pre-built metrics, 36 intelligent dashboards, 250+ reports and several alerts for CFO, Finance Controller, Financial Analyst, AR/AP Managers and Executives
Pre-built ETL to extract data from a large number of operational tables and load it into the DW, sourced from PSFT, Oracle EBS, JD Edwards, SAP and other sources
Pre-built warehouse with 16 star-schemas designed for analysis and reporting on financial analytics
• Presentation layer • Logical business model • Physical sources
1 3
2 4
Financial Analytics Components
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Oracle BI Applications for SAP Planned Release
• Extend Oracle BI Applications for SAP to include Procurement & Spend and Supply Chain and Order Management Applications
• Certification on OBIEE 11g platform (11.1.1.5)
• Fully localized in 28 languages
Oracle BI Applications
Supply Chain & Order
Management
Oracle BI Foundation
Common Enterprise Information Model
SAP R/3 v 4.6c & ECC 6.0
Oracle Data Integrator
• Financial Accounting (FI) • Sales & Distribution (SD) • Materials Management (MM)
Procurement & Spend Financials
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Financial Analytics
Graph Sliders
Playback Op3on
Enhanced Visualiza3ons
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Supply Chain and Order Management Analytics
Select 2009 Q4 Detail graph shows Trend by Month for the selected quarter
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Procurement and Spend Analytics
Enhanced Visualiza3ons
Chart Zooming
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All 7.9.7.1 Analytic Apps Will Work on BI Mobile
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BI Applications for SAP Roadmap Feature 7.9.7
Available Release 7.9.7.1
Planned Release 11g PS1
Planned Release Financials X X X Procurement & Spend X X
Supply Chain & Order Management X X
OBIEE Platform Certification Oracle 10g Oracle11g Oracle 11g, Exalytics
Database Certification Oracle 10g Oracle 10g, 11g Exadata Oracle 10g, 11g,
Exadata and Teradata
Translation X X Full Heterogeneous Support X
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Oracle Financial Analytics for SAP Overview
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Finance Organizations Struggle to Use Data and Intelligence to Increase Performance
Lack of Visibility into Financial Performance data
Time Wasted Gathering Data to Report and Manage
Poor management of cash inflow and outflow
Ø No single integrated view of multiple charts of accounts Ø Poor or inconsistent financial metric definitions Ø Inability to integrate dozens of financial source systems
Ø Continued reliance on management-by-spreadsheet Ø Disparate financial reporting and poor internal distribution Ø Relevant data in multiple systems – CRM, ERP, etc. Ø No single source of the truth
Ø Lack of insight into payments to suppliers and expenses Ø Unable to obtain timely financial data across the enterprise Ø Limited information to identify overdue balances and other receivables
bottlenecks
Ø Unable to comply with financial and accounting disclosure legislation such as the Sarbanes-Oxley Act and IAS/IFRS
Ø Inability to associate aggregated financial results to the line item details in the transactional data sources
EXAMPLES KEY CHALLENGES
Unable to support financial accountability and best practices
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Oracle Financial Analytics Comprehensive View of Financial Performance
General Ledger & Profitability Analytics • Incorporates detail-level general ledger transactions and cash flow analysis across
locations, customers, products, sales territories, distribution channels, and business units • Identifies the customers and transactions that are providing maximum profits by product,
location, department, and geographic detail. When combined with Marketing Analytics, it enables analysis of Campaign ROI and assists in customer segmentation
Payables Analytics • Provides visibility into payments due to suppliers and expense line detail so managers can
manage cash outflows and control expenses. When combined with Procurement & Spend Analytics, it allows full procurement analysis from Requisition to Check
Receivables Analytics • Monitors collections processes to show what customers buy and how they pay, enabling
managers to identify overdue balances and other receivables bottlenecks. When combined with Sales Analytics and Supply Chain & Order Management Analytics, it enables more efficient management of the entire Lead to Cash process.
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Role-Based Best Practices Provide Relevant and Actionable Insight for Everyone
Financial Analytics - Key Objectives and Questions by Role Optimizing Management of Financial Performance
• How can I reduce the time it takes to generate periodic financial statements and reports?
• How can I get early notification of material events?
• How effectively are we managing our payables to our key suppliers?
• How is DSO being impacted by certain customers and by each receivables aging bucket?
Actionable Insight for Improving Shareholder Value • Which business units and product lines are
enhancing company profitability and which are detracting from it?
• Are our profitability and balance sheet ratios improving relative to historical trends?
• How can I get early warnings about revenue misses so I can manage costs and still make earnings?
• How well are we meeting our financial goals and increasing shareholder value?
Complete Insight into Departmental Revenue and Cost Drivers
• Which customer segments are most profitable and why?
• What operating expenses are over budget?
• How do my division’s results compare to the previous quarter?
• How are my headcount/product costs tracking?
Controllers and F&A Managers
VP of Finance and CFO
Department Managers
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Oracle Financial Analytics Sample Analysis and Metrics
ANALYSIS & METRICS BENEFITS General Ledger • More timely, informed decisions at all levels of the
organization
• Control expenses before they impact earnings
• Maximize cash flow from payables while maintaining relationship with strategic suppliers
• Control the risk of overall receivables portfolio
• Drive financial accountability to managers
• Receive intra-period financial information before books are closed
• Identify weak business units and product lines
Profitability
Payables
Receivables
• Debt to equity ratio • Fixed assets turnover • AR turnover • Operating cash flow • Cash cycle • Investing cash flow • Inventory turnover • Financing cash flow
• Return on equity • Return on assets • Return on capital • Gross margin %
• Net Income margin % • Operating margin % • EBT margin % • Product gross profit
• AP due 1-30 Amount • AP payment days • AP weighted days • DPO
• AP overdue 1-30 amount • Times paid before Due • Total AP overdue amount • Overdue Amount to total %
• DSO • Credit limit used % • AR payment days • Time paid before Due
• AR due 1-30 amount • AR overdue 1-30 amount • AR credit memo amount • AR Average Invoice amount
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Example of Financial Analytics Decision Workflow
Business Objectives / Issues
Gain Insights
Take Action Target collection efforts to reduce Overdue balances
Drill to overdue invoice detail
Who are the customers and collectors?
How long is the underlying overdue balance pending?
Are overdue balances trending up?
Is DSO on target?
Maximize Cash Flow
Drill to due balances by region
What is the aging of due balances?
Are payment terms in compliance?
Is DPO on target?
• Business Function: Receivables
• Role: Director, Credits and Collections
• Objectives: – 1) Maximize Cash Flow – 2) Control Risk of Receivables
Portfolio
Narayanan Parthasarathy Global Prac3ce Leader
SAP-‐ OBIA Integra0on
Copyright © 2011 Bristlecone
US Mountain View,
Houston Europe Germany, Switzerland
UK London
India -‐ Mumbai, Pune, Bangalore, Noida
Middle-‐East – Sharjah, Dubai, Qatar
APAC Singapore
Headquarters � Mountain View, CA
Areas of exper0se � Supply Chain Strategy & Solu3ons, Analy3cs, Integra3on, Applica3on Management and Support Services
Key industries � High Tech, Semiconductor, Process Manufacturing, Apparel and Footwear, Industrial, Oil & Gas, CPG, Automo3ve, Telecom, Finance & Insurance
Founded � 1996
Number of employees � 1200
Key Partnerships � Oracle Development and Implementa3on Partner
Global presence � North America, Germany, UK, Singapore, Middle East & India
Bristlecone: Key Sta0s0cs
Copyright © 2011 Bristlecone
Overview
Lineage
§ Founded in 1996 by SAP Supply Chain experts § Part of $12.5 billion Mahindra group § Over 1,200 employees globally across North America, EMEA, APAC & India
Deep Rela0onships
§ Strong associa3on with SAP for over 13 years ~ Co-‐developed APO, SPM, SRM, SCPM
§ Strategic rela3onship with Oracle for over 4 years ~ Oracle’s preferred development & integra3on partner ~ Co-‐developed OBIEE SAP Adapter, FDM, ODI BW, ODI IDOC ~ Extended development arm for Oracle for implementa3on & consul3ng besides SaaS/ hosted offerings ~ Oracle global BPO partner
§ Dedicated Center of Excellence for SAP & Oracle product focus areas § Worked with ISVs to build cer3fied ERP integra3ons
Copyright © 2011 Bristlecone
§ Strong Rela0onship with Oracle since 2006 § Oracle’s Preferred Development and Integra0on Partner
§ Only Partner to offer BPO Services on Oracle VCP § Bristlecone is hos0ng a dedicated Center of Excellence for key Oracle Product Focus Areas
§ To build and demonstrate Oracle products integra0on with other ERP systems ~ For Joint Go to Marke0ng ini0a0ves
§ FDQM (Hyperion) § OBIEE § ODI & OWB § UPK § Primavera § BI Publisher/ SQR § OPA SAP Adapter (Haley) § Agile ELM § Sun JCaps § OER
§ Applica0on Integra0on & Product Development
§ Hos0ng Services & Engineering Support (Training, Demo, POCs)
§ Applica0on Management & Product Support Services
§ Strategic Ini0a0ves: Co-‐development, Joint GTM, Knowledge Sharing
§ Sales & Pre-‐Sales Support to Oracle Sales & SC Teams
§ OBIEE – SAP Adapter § BI Server on SAP and BW § FDQM § ODI BW § ODI ERP § ODI-‐IDOC § UPK § Inspire (Primavera) § Solu0ons:
~ Essbase-‐SAP integra0on ~ DRM-‐SAP Integra0on
Joint Ac0vi0es with Oracle Product Support -‐ Hos0ng Product Development
Bristlecone-‐Oracle Rela0onship
Oracle Business Intelligence Applica0ons: Integra0on with SAP
26 Copyright © 2011 Bristlecone
Reverse Knowledge Module (RKM) § Loads SAP metadata in ODI § RKM installs required RFC § Extract Tables, Primary Keys, foreign keys and other constraints
Sourcing Data from Transac0onal SAP
Oracle Data Integrator
SAP (R/3 v 4.6c & ECC 6.0)
Oracle Business Analy0cs Warehouse
IKM
SAP RKM
SAP LKM
Load Knowledge Module (LKM) § Generates ABAP program § Loads & ac3vates ABAP program § ABAP program extracts the data into flat file § Loads extracted data from flat files to internal tables of ODI
Integra0on Knowledge Module (IKM) § Writes final transformed data into the target table § Executes the Staging and Target transforma3ons and moves the data from C$ internal ODI tables to final target tables
Copyright © 2011 Bristlecone
Design Time/ Development
Run-‐‑Time/ Production
SAP Production
Server
Transport
ODI Package for SAP
Read SAP Metadata Create Interfaces using GUI
ABAP Template
ABAP Engine
Execute ABAP Code
ODI SAP Source System
SAP AS Environment
SAP DB
SAP Tables
Create Transformation Steps
Data Warehouse
Target Schemas
Target Data Store/Hub
Generate ABAP Code
SAP Development
Server
Fetch Meta data
Get data
Trigger ABAP Code
SAP App Server Provide Metadata to ODI Generate ABAP Code Automatically aEach to Transport request
Package solution with workflow
Execute Packaged solution with workflow
ü All the designed components are packaged and tested for func3onality and performance.
ü Includes full load and incremental package
ü Custom Extensions are possible through user interface
ü Customer could follow standard SAP Change management procedure
ü Alerts and Monitoring through web interfaces
RKM
LKM
Copyright © 2011 Bristlecone
29
Key Features of ODI KM
§ RKM supports import of metadata from SAP o Selec3on is possible through GUI based on SAP tree structure
§ Data can be extracted from SAP o Transparent Tables o Pooled Tables o Cluster Tables
§ Extracts data, supports condi3ons defined for source tables in the interface design like o Filter condi3ons o Two or More table Joins
§ LKM Generates ABAP program for extrac3ng the data from SAP R/3 system § ABAP objects are agached automa3cally to SAP Transports § During run Time the ABAP program and extract the data into a flat file and loads
extracted data from flat files to internal tables of ODI § Support full load and incremental load
Copyright © 2011 Bristlecone
SAP Metadata Informa0on Search using GUI
30
Mul0ple Tables Selec0on -‐ Tree Browser
LKM Seangs
Copyright © 2010 Bristlecone
SDE Pre-‐built Maps
Copyright © 2010 Bristlecone
SILOS Pre-‐built Maps
Packages: Full and incremental flow
Copyright © 2010 Bristlecone
Oracle Business Intelligence Applica0ons for SAP
Oracle Data Integrator (ODI)
SAP
Data fetched from SAP to ODI
ODI populates data to BI Applica3ons
Financial Analy3cs
Procurement & Spend Analy3cs
Supply Chain & Order Management Analy3cs
Oracle BI Applica0ons (OBIA)
Copyright © 2011 Bristlecone
Build from Scratch with Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others
Prebuilt DW design, adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use, easy to adapt
Weeks or Months
Back-end ETL and Mapping
DW Design
Define Metrics & Dashboards
Back-end ETL and Mapping
DW Design
Define Metrics & Dashboards
Training / Roll-out
Training / Rollout
Months or Years
Results • Faster time to value • Lower TCO • Assured business value
Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis
Speeds Time To Value and Lowers TCO
Typical Implementa0on plan
Customer Success Story Large Telecom Company in USA
38 Copyright © 2011 Bristlecone
Business Drivers for the Project
§ Splihng transac3on data for Company demerger o The company sold off the landline business of 15 states to another company o Discon3nued support of SAP-‐BW 3.5
§ Provide end-‐users powerful analy3c capabili3es using power of OBIEE o Near Real 3me transac3on Repor3ng o Extend access to transac3on reports to lowest level of opera3on o Allow advanced users to develop their own KPIs, Reports & Dashboards
§ Plaiorm ra3onaliza3on/convergence o The company has chosen OBIEE as standard plaiorm for Corporate wide repor3ng across different
applica3ons § Total Cost of Ownership
o License + AMC cost arbitrage (Oracle Vs SAP) o Generic skills vs Special skills o Higher implementa3on and maintenance cost
Copyright © 2011 Bristlecone
Key Objec0ves
To improve the repor3ng capabili3es
and to enable a dialogue between disparate
systems
To achieve interoperability between
SAP and Oracle
To achieve a high level of flexibility across the analy3cal, strategic and tac3cal views of business data within the BI plaiorm
Heterogeneous Landscape SAP 3.x
Legacy Applica0ons Home grown DataMart
Copyright © 2011 Bristlecone
The Solu0on
§ Migrate from a legacy repor3ng analy3cal plaiorm (SAP BW) to a new age BI plaiorm (OBIEE) § Phased implementa3on of Oracle BI applica3ons § Implementa3on of ODI adapter for SAP to achieve interoperability between SAP and Oracle § Data extracted from MM module of SAP to generate reports for users in Finance, Accounts and Logis3cs Departments
§ Configura3on and customiza3on of business reports on OBIEE leading to enhanced data clarity
SAP
B/W
B/W Reports
OBAW
OBIEE Reports
Before Amer
Copyright © 2011 Bristlecone
Benefits
IT Benefits
Enabled flow of SAP data to the newly implemented Oracle BI environment
Reduced 0me to load data from SAP to the data warehouse
Enhanced data en0tlement for different level of users in organiza0on
Rich, interac0ve dashboards with guided analy0cs
Advanced enterprise repor0ng and publishing
Business Benefits
Reduced TCO for Data Warehousing / BI Applica0ons
Improved Decision making capabili0es due to greater accuracy of informa0on
Enhanced visibility into the KPIs of financials and supply chain business func0ons
Consistent view of informa0on and single-‐source accountability
Copyright © 2011 Bristlecone
Bristlecone Differen0ators
Deep Domain exper0se across key enterprise applica0ons such as SAP, Oracle, Salesforce
Strong Integra0on Standards and Frameworks Exper0se
Strategic Development Partners for SAP, Oracle and other ISVs
Scalable to support large implementa0ons
Offer Implementa0on & Support
Global Delivery Model
Copyright © 2011 Bristlecone
Reach out…
Narayanan Parthasarathy Global Prac3ce Leader [email protected]
Contact Us
USA +1 408-‐218-‐2162
Copyright © 2011 Bristlecone
45 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
BI Applications Demo Pods – Moscone South
Moscone South Pods:
§ Human Resources Analytics (S278)
§ Supply Chain and Order Management Analytics (S276)
§ CRM Analytics (S281)
§ Financial Analytics (S279)
§ Procurement and Spend Analytics (S280)
§ Project Analytics (S277)
46 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Q&A
47 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
48 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Latin America 2011 December 6–8, 2011
Tokyo 2012 April 4–6, 2012
49 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statements
50 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
51 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.