Oracle People Soft EPM and OBIEE Overview Greater Philly

Oracle/People. Soft EPM and OBIEE Overview Greater Philly RUG May 15, 2008 Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 1

OBIEE and People. Soft EPM Best Practice Manageme nt Trusted Advisor Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 2

Agenda Ø Ø Ø Ø Introductions and Definition of Data Warehouse : 00 – : 10 Introductions and Definitions of Data Warehouse Oracle’s offerings in the BI and Data Warehouse space : 10 – : 15 Analytic Applications : 15 - : 20 Business Intelligence Architecture – ETL, Administration, Metadata Dashboards, Reporting and other OBIEE Plus Features : 20 - : 25 11 g Database Latest Features for Business Intelligence BI as a component of Service Oriented Architecture BI Appliances People. Soft EPM : 25 - : 35 How does EPM work and why do we want it? Q&A : 35 – : 40 Q&A Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 3

Goals Ø Gain a better understanding of functionality of EPM and OBIEE Ø Answer questions regarding EPM functionality and uses Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 4

Data Warehouse • A data warehouse is the main repository of the organization's historical data. • Per Bill Inmon, “Data Warehouse is a subject-oriented, integrated, time-variant and non-volatile collection of data in support of management's decision making process” v v Subject Oriented Data that gives information about a particular subject instead of about a company's ongoing operations. Integrated Data that is gathered into the data warehouse from a variety of sources and merged into a coherent whole. Time-variant All data in the data warehouse is identified with a particular time period. Non-volatile Data is stable in a data warehouse. More data is added but data is never removed. This enables management to gain a consistent picture of the business. Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 5

Evolution of DW/BI Ø Ø Ø Ø Ø Legacy Mainframe outputs – Decades ago, BI actually began with the early mainframe reports, called system outputs. Custom reports – Developed by skilled programmers Ad-hoc queries - Developed by skilled manager Emergence of Data Warehouse – DW is centralized (enterprise) data store – Big boost to BI Data marts - Specialized data store Online Report and Query tools – Advent of easy to use graphical interface OLAP and multi-dimensional analytic tools – Ability to slice and dice the data. Business Analytic applications – Custom built applications to track pre-defined KPIs BI today now typically encompasses BA as well as conventional BI. Centralized Data Warehouse versus Distributed Data Warehouse Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 6

Need for a Data Warehouse ? • Why Data Warehouse ? • There are many reasons, but the most important ones are v v v Reliable Reporting -The need for reliable, accurate and timely report based on data from disparate data sources Better Performance - The critical factor leading to the use of a data warehouse is that a data analyst can perform complex queries and analysis on the information without slowing down the operational systems. Intuitive - Keep the data model simple and intuitive for end users to build reports Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 7

Simple DW/BI Architecture Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved.

DW/BI Basic components Source Systems People Soft ERP Peoples oft HR Middlew are source/ Extract Data Staging Area Services: Clean Combine Standardize Conformdimensions Prepare to Load to data marts Data Marts Load Data Store: Flat files Relational Tables XML Services: OLAP & User Query Services Data Store: Dimensional Atomic and/or Summary Business process Oriented DW Bus: conforme d facts and dimensio ns Extract Load End User Data Access Ad Hoc Query Tools OLAP multidimensional analysis tools End User Applications Modeling tools: Forecasting Balance scorecard Data mining Data Mart #2 Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 9

Business Intelligence • Business intelligence (BI) is a business management term which refers to applications and technologies which are used to gather, provide access to, and analyze data and information about their company operations. • Why Business Intelligence ? v v v BI systems can help companies develop a more consistent, databased decision making process for business decisions (avoid "guesswork" ) BI systems can enhance communication among departments, coordinate activities, and enable companies to respond more quickly to changes (e. g. , in financial conditions, customer preferences, supply chain operations, etc. ). BI system that are well-designed and properly integrated into a company's processes can improve company's overall performance. Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 10

Business Intelligence/Business Analytics • Business intelligence software and applications includes a range of tools. • Some BI applications are used to • • Analyze Performance, projects, or internal operations, such as Scorecarding; Business activity monitoring; Business Performance Management and Performance Measurement; User/End-user Query and Reporting; Enterprise Management systems; Executive Information Systems (EIS); Supply Chain Management; and Finance and Budgeting tools. • Other BI applications (aka Business Analytics) are used to store and analyze data, such as, • Ask the Right Questions about. Data mining; Forecasting; Document Management; Knowledge Measures Take the Right Approach to BI 1. At what level of summarization should I express this measure? 1. Think Big (don’t think about tools, think about how Management; and Dashboarding; Geographic Information Systems (GIS); information can improve the business) 2. At what unit of measure should I express this measure? Trend Analysis; Online Analytical Processing (OLAP) and multidimensional 2. Start Small (quick wins to engage the business) 3. What complementary information should I include as context to enhance this measure’s analysis; (based on the "hypercube" or "cube"); Business-IT Partnership (learn what drives 3. Foster meaning? the business) 4. What means of display would best express this measure? 4. Clean Up (data quality, integrity, governance) 5. How important is this measure to the relevant business process resource compared to 5. Provide a Portfolio of Tools (role-appropriate other measures? information delivery) 6. At what point in the viewing sequence might the relevant business process resource - source Cindi Howson, author of Successful Business want to see this measure? Intelligence 7. To what other measures might the relevant business process resource want to compare this measure? - source: Information Dashboard Design, Stephen Few, O’Reilly 2006 Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 11

Oracle’s offerings in the BI and Data Warehouse space Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 12

Oracle’s Biggest Differentiator: Many Analytic Applications from Many Sources Aggressive Acquisitions strategy led to a large number of Analytics from many sources Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 13

Business Intelligence Architecture Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved.

Business Intelligence Architecture cont. ETL (Extract, Transform, Load): Load and Refresh Warehouse, Manage the ETL Repository, and Store Metadata related to ETL Workflows/Maps May be Informatica, Ascential, Oracle Data Integrator and/or Oracle Warehouse Builder Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. DAC (Data Admin Console): Administer, Monitor, Control Data Warehouse Processes 15

Business Intelligence Architecture cont. Proprietary and confidential. © 2008 Perot Systems Corporation. All rights

OBIEE Dashboards, Answers, Delivers Guide users to a decision supported by the analytics Dashboards Scorecards Personalized function-specific and rolebased data presentation. OBIEE Answers: Ad-hoc data exploration with ability to create, modify and author analyses, pivot tables and dashboards OBIEE Delivers: Dynamic problem/opportunity detection and notification, using automated analytic workflows and processes to tailor delivery to mobile devices BI Publisher with advanced distribution capabilities creates XML and integrates with programs such as Microsoft Office to create pixel perfect output. Disconnected Analytics: Not connected to the Server Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 17

OBI Suite EE Design Principles v Unified Enterprise view of information v Unified Semantic view of information – model the complex information sources as a simple, understandable and logical business model v Real-time information access – Allow users to combine historical and realtime information to get up-to-the minute view of the business v Proactive Intelligence facilities – Send alerts in response to business event v Pre-built Analytic applications v Hot-Pluggable – into any existing data sources, any pre-packaged applications, any security infrastructure without having to replace existing investment v Business process integration – Integration between OBI and Workflow manager to help integrate business insight to drive Business process optimization. Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 18

OBIEE Contains: Maps Logical Table Diagram Models Physical, Business, and Presentation semantic Layers Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. Metrics Dashboards with Alerts, Reports, Metrics 19

Case Study: Ohio State University Medical Center v v v Ohio State University Medical Center deployed: 19 dashboards via Oracle Dashboards 70+ i. Bots (i. Bots are software-based agents driven by schedule or events that can access, filter, and perform analytics on data based upon defined criteria. i. Bots provide proactive delivery of real-time, personalized and actionable intelligence throughout the business network. ) available for subscription via Oracle Delivers with graphic delivery via Blackberries and text delivery via pagers, support of “what if” scenarios via Oracle BI for Microsoft Office BI Publisher reports delivered via email User activity monitoring and reporting Advanced KPI alerting and notifications Metadata dictionary via Oracle Answers Integration with Oracle Single Sign On Custom financial reporting from People. Soft Oracle Answer integration with Oracle Portal via JSR-168 OBIEE Answers as primary ad hoc reporting tool. [1] Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 20

Reporting and EPM Solutions To simplify the development of dashboards, Hyperion Dashboards offer direct access to relational, multidimensional data without having to maintain the Semantic Layer Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 21

Oracle Database and the Oracle 11 g “BI Database release” The Analytic Workspace manager manages OLAP Cubes in the 11 g Database Other: Increased its capabilities in automated partitioning of tables Parallel processing for all operations Compression Flashback capabilities for continuous availability data requirements of Business Intelligence applications. Security: Virtual Private Database and Fine Grained Auditing. Resource management enabling different updates to be given different priority, and different queries to be given different priority. Advanced indexing that can be function based or aggregatefield based. Change capture and data integration is enhanced in Oracle 11 g using streams, CDC (Change Data Capture), replication, and messaging gateway Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 22

Business Intelligence as a Component of Service Oriented Architecture (SOA) Example: A call to the data warehouse that runs and returns data from a report that gives much more analytic information about the customer. Built using Fusion Architecture. Would run a BPEL process on Fusion Middleware. Embedded Business Intelligence Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 23

BI Appliance – The Oracle Optimized Warehouse Initiative “Data warehouse in a box ” Pre-install and pre-configure scalable systems that use partitioning and RAC technology for optimization Easy to buy and maintain, provide high performance, are fast to implement, and are competitively priced. Database, storage, and servers are validated and tested to deliver optimal performance, and the warehouse is supported as a single product, with a single support contact. Dell/EMC, IBM and Sun all offer solutions. Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 24

People. Soft EPM: Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved.

EPM Data Warehouse Contains: Metrics Maps 6000 + pre-built ETL maps ETL tool - Ascential Data. Stage. TM Financials HCM • ESA • GL & Profitability • Accounts Payable • Accounts • Compensation • Learning & Receivable • Commitment Control* Analytic depth and breadth Open BI Tool strategy Content in BI partners and Oracle BI Tools Rationalized data models Surrogate key support Conforming Dimensions Development • Recruiting • Workforce Profile Supply Chain • Fulfillment & Billing • Inventory • Spend Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 26

EPM Applications Contain: Maps Models Metrics Internet Pages to analyze, act on data, post data to other applications Engines for Transforming Data Based on configured Models Rationalized data models to support Analytic Applications Create Baseline Budget Ledger Budget, Approve, Post Consolidate Ledgers Consolidation Ledger Review, Post, Report Ledger to ABM Activity Cost Detail Review, Report, Budget Job to Workforce Analytic Facts Review, Report, Budget Multiple Sources to KPI and Scorecard Facts Act, Review, Strategize Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 27

Hyperion SQR 9. 3. 1 and Beyond Best Practice Manageme nt Trusted Advisor Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners. 28