Business Intelligence & Data Warehousing for Oracle New Hires

1. Business Intelligence & Data Warehousing forOracle New Hires July 2007 Robert Stackowiak, VP BI, Oracle Technology Business Unit

2. Business Intelligence is a Top Priority #1 priority with CIOs Gartner 2006 CIO Survey Merrill Lynch CIO Survey 2006 CIO Technology Priorities Table 3: What areas are your top Spending Priorities To what extent will your Investment in each of the following technologies change in 2006 Ranking 2006 2005 Spending Increase Aug Oct 2004 2004 Feb Sep 2005 2005 Jan 2006 Business Intelligence (BI) +4.8% Business Intelligence / Data Warehousing 42% 48% 28% 53% 41% 1 2 Security Enhancement Tools +4.5% Security 42% 42% 31% 27% 36% 2 1 Mobile Workforce Applications +3.9% ERP 12% 26% 32% 17% 28% 3 3 Source: Gartner EXP 2006 CIO Survey Source: Merrill Lynch Survey of 100 CIOs in North America 2

3. Most Business Intelligence Today • Provides reporting and analyses capabilities • Can deliver timely, accurate, and useable information • Enables better strategic and tactical decision making 3

4. BI Community / LOBs • Information Access • Being a catalyst for business change through rapid time to benefit • Heterogeneous & ubiquitous access • Information consumption represents value • Report centric approach • Change managed through product • Starting point is often BI Applications with well understood model DW Community / IT • Managing information over the longer term • Managing through business change • Single version of the truth • Information management represents value • Long term architected approach • Model centric approach • Starting point is probably a blank sheet of paper Getting on the Same PageIT & Lines of Business: Competing Agendas 4

5. Horizontal BI Examples • How many sales did I do in this quarter and what is the year over year growth? • How much revenue is driven by my current marketing campaign? • What is my turnover in employees and how does it compare to the last 5 years? • How has company profitability changed over the past 3 years and how does it compare to my competition? 5

6. What the Lines of Business Care About • Financial • Cross-sell, targeted marketing, more efficient processes • Manufacturing • Supply chain analysis / just in time inventory • Retail • Supply chain analysis / inventory control • Media • Revenue across multiple distribution channels • Transportation • Optimized logistics management • Healthcare • Cost containment / quality of care • Civilian Government • Budget spend and reporting to constituents • Military & Intelligence • Logistics management, threat analysis 6

7. Vertical BI Examples • Healthcare • How has cost of care per patient changed over the past 3 years and what is the projection for the next 2 years? • Retail • Quantify how stock being out-of-inventory impacted sales after newspaper insert advertised promotions. • Financial • Does number of accounts held impact customer loyalty over the past 4 years? • Government • What percentage of the budget has been spent and how does that compare to past fiscal years? 7

8. BI in Sales Analysis • How is my partner revenue tracking in this quarter compared to past years? • How much revenue will this partner drive next year? • Based on influence by similar partners, what other products should my partner be influencing? • Is my partner under-performing in specific geographic locations? • How does partner revenue compare to Oracle sales channel revenue and growth? 8

9. Leveraging the Targeted InsightOracle’s perspective • Roadmap to BI • Matching Customer’s KBRs to solution roadmap with business value = larger deal size! • Taking it to the next level • Change of perception - strategy discussions demonstrate the value that closer relationships can provide • Gain insight into customer’s business and identify additional opportunities to partner (grid, security, SOA…) • Stay off the solution • Best practices and tools http://my.oracle.com/tbu 9

10. Roadmap to BIHow does it work • Proven framework based on Oracle Insight process • Assessment & Qualification • Preparation • Discovery • Solution Definition & Presentation • Next Steps Benefits • Efficient & effective use of resources (yours and ours) • Best practices, tools, templates, techniques, & examples taken from years of experience and hundreds of customers • Tailored – Customer specific, Enterprise or LoB 10

11. Opening Question Customer Response Clarify (No Guessing) Problems (Current State) Results (Future State) Benefits / ROI Franklin Covey Roadmap to BI ToolsSample tools • Charter Document • Sample Agenda • Invitation Template • Discovery Questions, Questions, Questions • By LOB, Industry, F-C, Infomentis • Benefits / ROI • Customer Presentation Samples Discovery Questions 11

12. Pervasive use 1. Analysts 2. Historical data Real-time, predictive data 3. Fragmented view Unified, enterprise view Insight-driven business process optimization 4. Reporting results Unified infrastructure and prebuilt analytic solutions 5. Analytic tools 6. Planning silos with limited BI Enterprise Performance Management System The Evolving Role of BI From: To: 12

13. BI Tools & Dashboards Orchestration Master Data & Data Warehouse Database EAI Master Data Hub DW ETL DW Data Warehouse Analytical Data EAI Business Intelligence Infrastructure Data Marts Reporting Applications Data Warehouse Sales Marketing Self Service DW Call Center Business Intelligence Financials Providers Eligibility Claims ETL 13

14. Web Office Desktop Mobile Oracle’s End-to-End Business Intelligence Financial Performance Management Applications Operational BI Applications Business Intelligence Foundation Fusion Middleware Oracle Database 14

15. Worldwide Data Warehouse DBMS Market Share Oracle is the Data Warehousing DBMS Market Leader Source: IDC, 2006 - Worldwide Data Warehousing Tools 2005 Vendor Shares 15

16. SMPDominance Grids oflow costhardware andstorage Examples of Sustained Innovation – Enterprise Grid Computing RACClustersforAvailability 16

17. Example: Amazon Data Warehouse 16 Node RAC Linux Cluster 4 CPUs per Node • 51 TB row data • 71 TB of disk space • RAC and ASM • Pure Scale-Out architecture • Both server and storage layer • In top 10 largest Warehouses in Winter Survey • 50x growth in data in 6 years • More than doubled in last year 8 SAN switches, 32 port each Switch Switch Switch 84 HP MSA-1000 Arrays 17

18. Oracle’s Information Appliance Initiative Appliance Foundations • Documented best-practice configurations for data warehousing • Available Today! • EMC with Dell, HP, IBM, Sun Information Appliances • Scalable systems pre-installed and pre-configured: ready to run out-of-the-box • Available Today! • PANTA 18

19. Embedded OLAP Open SQL Access Cube Aware Materialized Views Enterprise Ready: Oracle RAC, Grid Computing Oracle OLAP OptionAccelerating Oracle Data Warehouse Performance FEATURES BENEFITS • Faster query performance • Cost effective • Secure EmbeddedManageableEnterprise Ready 19

20. Oracle Data Mining Option • Key Algorithms in the Database • Naïve Bayes, Associations, Adaptive Bayes Network, Clustering algorithms, Support Vector Machines, Nonnegative Matrix Factorization, Decision Trees, Generalized Linear Models • Several Tools Available • Oracle Data Miner to build applications • Popular Data Mining tools partners • SPSS Clementine • InforSense • Leverage output in other tools such as OBI EE & RTD 20

21. Continuous Database EvolutionManageability • Oracle Enterprise Manager • Automatic Database Diagnostics Monitor (ADDM) • Automatic Storage Manager (ASM) • Partitioning Option • Advanced Security Options • Oracle Warehouse Builder / Options • ODI for heterogeneous targets 21

22. Self Managing Database Auto-Tuning Advisory Storage Backup Memory Apps/SQL Schema RAC Recovery Replication Instrumentation 22

23. Lifecycle of Change Management New Change Assurance Capabilities Detect and TunePerformance Changes Capture andReplay Workload Provision - Upgrade or Clone Set Up TestEnvironments Configure and Maintain Production System Package Incidentsfor Support Online ‘Hot’ Patching 23

24. Database Vault Audit Vault Label Security Advanced Security Secure Backup ConfigurationMgmt Pack SecureDeployments Monitor, Alert, Consolidate Multi-factor DBA Controls Data Classification Encrypted Data Encrypted Data on Tape Database Security and Compliance 24

25. Complete Information Management Secure Enterprise SearchComplete Set of Connectors Content DB and Records DBContent Management in the Database XMLBinary XML Support TextRDF and OWL Support Location & Spatial3D Support MultimediaMedical Image Support RelationalNew SecureFiles LOB Storage 25

26. Oracle Information Lifecycle Management ILM Assistant is available from the Oracle Technology Network 26

27. Design Target Warehouse 1 Map Source to Target 3 Generate Code 4 Define Sources Instantiate Warehouse 2 5 6 Oracle Warehouse BuilderDesign, Deployment, Management • Relational • Flat Files • Applications • Mainframe Oracle or flat files Extract & transform data 27

28. Stronger Together #1 ClearMarket Leader Gaining Market Share Performance Management Business Intelligence Tools Other Other Source: IDC, “Worldwide Business Performance Management Applications 2005 Vendor Shares,” Sept. 2006, Doc #203414 Source: IDC, “Worldwide Business Intelligence Tools 2005 Vendor Shares,” July 2006, Doc #202603 28

29. Oracle Kerberos iPlanet MSFT AD Novell Custom Others .. Oracle RDBMS Oracle OLAP Option Microsoft SQL Server & Analysis Services IBM DB2 Teradata Essbase SAP BW XML, Excel, Text Oracle Data Integrator (Sunopsis) Oracle Warehouse Builder Informatica Ascential Others .. Hot-Pluggable With Existing IT Investments Portals Data Mining Applications Desktop Tools Any JSR 168 Portal Oracle Data Mining, SPSS, SAS Oracle EBS, Siebel, SAP, PeopleSoft, JD Edwards .. Excel, Outlook, Lotus Notes .. Oracle Enterprise Performance Management System Oracle Business Intelligence Foundation Security Data Access Data Integration 29

30. Microsoft Office Interactive Dashboards Ad hoc Analysis Proactive Detection and Alerts Reporting &Publishing Common Enterprise Information Model Oracle BI Server Today’s Oracle BI Suite Enterprise Edition DataWarehouse Data Mart SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML OLTP & ODS Systems Business Process 30

31. Oracle Business Intelligence Tools Dashboards for results Answers for ad-hoc queries & analysis 31

32. Insight Driven Business Processes 32

33. BI Publisher - From Data to Destination PDF Email Oracle, SQL Server RTF Printer HTML PeopleSoft, SAP, Siebel Excel XML Publisher Fax XML XSL Java, C++, Pearl, etc WebDAV Templates EDI • Word • Excel • Acrobat EFT • XML Spy • JDeveloper • Scriptura e-Commerce Web Services Data Source Layout Tools Output Destinations 33

34. Microsoft Office Interactive Dashboards Ad hoc Analysis Proactive Detection and Alerts Reporting & Publishing BI Publisher Financial Reporting Interactive Reporting SQR Production Reporting Web Analysis Common Enterprise Information Model Oracle BI Server SetGoals Plan Align InsightPerformanceAction Financial Performance Management Applications DataWarehouse Data Mart SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Report Monitor OLTP & ODS Systems Business Process HyperionEssbase Analyze Oracle BI Suite Enterprise Edition Plus 34

35. New Hyperion BI Modules • XBRL Support • Asymmetrical Reports • Management Report & Books Hyperion Financial Reporting Hyperion SmartView for Office • Excel, PowerPoint, Word and Outlook • Integrated with FPM Applications • Offline Planning • Ad hoc Multidimensional Analysis • Integrated with FPM Applications • Financial Dashboards Hyperion Web Analysis Hyperion Interactive Reporting & SQR • Direct to Source Query & Reporting • High Volume Production Reporting 35

36. Hyperion EssbaseExtends Oracle BI Suite With Advanced OLAP Analysis Custom analytic applications requiring… Store Profitability Powerful calculations  Multi-user write back  Financial Intelligence  Inventory Forecasting Limited IT support  Volume Change Analysis 36

37. OLTP & ODS Systems Data Warehouse Data Mart Essbase SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Business Process Pervasive Information Access Through a Unified BI Foundation Desktop Gadgets Ad-hoc Analysis Interactive Dashboards Search Reporting & Publishing Proactive Detection and Alerts Disconnected & Mobile Analytics MS Office & Outlook Integration Common Enterprise Information Model Integrated Security, User Management, Personalization Multidimensional Calculation and Integration Engine Intelligent Request Generation and Optimized Data Access Services 37

38. Conventional ETL Architecture Transform Extract Load Next Generation Architecture “E-LT” Transform Transform Extract Load Oracle Data Integrator Data Movement and Transformation from Multiple Sources to Heterogeneous Targets BENEFITS KEY DIFFERENTIATED FEATURES • Performance • Flexibility • Productivity • Hot-Pluggable • Heterogeneous “E-LT” • Active Integration Platform • Declarative Design • Knowledge Modules 38

39. Pre-Built Analytic Solutions Value BI Applications (Sales, marketing, financial, etc.) Build from Scratchwith Traditional BI Tools Training & Roll-out Define Metrics& Dashboards • Faster deployment • Lower TCO • Assured business value DW Design Back-end ETL andMapping Training & Rollout Role-based dashboards and alerts Thousands of pre-defined metrics Specific Metrics& Dashboards Prebuilt DW design Adaptable to enterprise DW DW Design Mod Pre-built ETL Tailoring Prebuilt ETL to source systems Quarters or Years Weeks or months 39

40. ConsumerSector Insurance & Health Complex Mfg FinancialServices HighTech LifeSciences Public Sector Travel& Trans Comms& Media Auto Energy Most Complete Suite of Operational BI Applications Sales Service &Contact Center Marketing Order Management& Fulfillment Supply Chain Financials HumanResources OrderLinearity Ordersvs. AvailableInventory Cycle TimeAnalysis BacklogAnalysis FulfillmentStatus CustomerReceivables Supplier Performance Spend Analysis Procurement Cycle Times Inventory Availability EmployeeExpenses BOM Analysis PipelineAnalysis TriangulatedForecasting Sales Team Effectiveness Up-sell / Cross-sell Cycle TimeAnalysis Lead Conversion Churn Propensity Customer Satisfaction ResolutionRates Service RepEffectiveness Service CostAnalysis ServiceTrends Campaign Scorecard Response Rates Product Propensity Loyalty andAttrition Market Basket Analysis Campaign ROI A/R & A/PAnalysis GL / BalanceSheet Analysis Customer & ProductProfitability P&L Analysis ExpenseManagement Cash FlowAnalysis Employee Productivity Compensation Analysis HR Compliance Reporting WorkforceProfile TurnoverTrends Return on Human Capital Other Operational & Analytic Sources Prebuilt adapters: Oracle BI Suite Enterprise Edition 40

41. Most Complete Suite of Financial Performance Management Applications Strategic Planning Set Strategic Objectives Long-TermPlanning TreasuryStrategies Corporate Development Key InitiativesPlanning AssumptionsActualsPerformance TargetsMaster Data Budgeting and Forecasting Financial Close Process Cascade Targets Detailed Budgeting Forecasting Data Cleansing Consolidate Internal Reporting & Analysis External Reporting & Compliance Allocate Resources 41

42. Strategic Planning Modeling & Simulation What-if Analysis Excel Integration Enterprise Collaboration Native Reporting & Analysis Hyperion Planning FEATURES #1 BENEFITS • Speed • Accuracy • Align finance and operations • Accountability • Visibility to past, current and future business performance Planning & Budgeting Applications 42

43. Simple to Customize Easy to Integrate Financial Data Quality Complete Audit Trails Flexible Workflow Powerful Reporting Finance owned & operated Hyperion Financial Management FEATURES #1 BENEFITS • Confidence in the numbers • Reduce cycle time • Automate collection & validation • Lower cost of compliance • Speed and agility Financial Consolidation, Reporting & Analysis 43

44. Oracle’s Customer BenefitsEnterprise Performance Management System • Better Strategy Formulation & Planning • Use Operational History & Forecasts to Derive Plans • Better Strategic & Operational Insight • Compare Operational Results to Plans in Real Time • Better Strategic & Operational Decisions • Aligns Decisions with Strategic Objectives for Consistency • Better Financial Management Processes • Faster Close & Financial Planning Cycles • Better Organizational Performance & Results • Drive Insight to Action to Continually Improve Performance • With Lower Cost & Less Complexity • Pre-Integrated to provide better Information & drive Actions 44

45. Lead with … Hyperion FPM Applications Finance Operations Oracle BI Applications Enterprise Oracle BI SuiteEnterprise Edition Plus Hyperion Essbase Extend Data Integration Oracle Data Integrator SMB Oracle BI Suite Standard Edition One Accelerate Oracle DWPerformance Oracle OLAP FY08 Key Plays Customer Need Solve Specific Business Need Standardize and Simplify BI Tools Infrastructure 45

46. PeopleSoft Planning & Budgeting Oracle EPB Key Plays for Planning & Budgeting CFO Lead New Opportunities HyperionPlanning Move Existing Deployments Hyperion Planning $ Retain Existing Deployments Oracle Financial Analyzer 46

47. Oracle FinancialConsolidation Hub PeopleSoftConsolidations Key Plays for Financial Consolidation CFO Lead New Opportunities HyperionFinancial Management Move Existing Deployments HyperionFinancialManagement $ Retain Existing Deployments HyperionEnterprise 47

48. Key Play for Operational Analysis CXO Lead New Opportunities Oracle BI Applications Expand Existing EBS, PeopleSoft, Siebel, SAP Deployments Oracle BI Applications Move EBS DBIPeopleSoft EPMFusion Intelligence Oracle BI Applications 48

49. Sales PositioningOperational BI Applications • Always lead with Oracle BI Applications, whether accessing single or multiple sources • Position DBI or PeopleSoft EPM only if Oracle BI Applications do not have appropriate functional or ETL source coverage yet • OK to expand existing DBI or PeopleSoft EPM deployments • Fusion Intelligence for EBS and PeopleSoft Enterprise in maintenance mode only 49

50. Key Play for Standardizing and Simplifying BI Tools Infrastructure CIO Lead New Opportunities Oracle BI Suite Enterprise Edition Plus HyperionEssbase Expand Existing Deployments Oracle BI Suite Enterprise Edition HyperionEssbase Move Discoverer Oracle BI Suite Enterprise Edition Plus HyperionEssbase Move Pre-System 9 Existing Deployments Oracle BI Suite Enterprise Edition Plus HyperionEssbase 50