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Oracle Master Data Management CON8804 – Oracle Master Data Management Portfolio Overview, Strategy and Roadmap

Oracle Master Data Management CON8804 – Oracle Master Data Management Portfolio Overview, Strategy and Roadmap. Manouj Tahiliani Senior Director, Product Management - Oracle Mike Caulfield MDM Architect - VMware Sree Vaidyanathan Director, Business Applications – Sony Computer Entertainment.

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Oracle Master Data Management CON8804 – Oracle Master Data Management Portfolio Overview, Strategy and Roadmap

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  1. Oracle Master Data ManagementCON8804 – Oracle Master Data Management Portfolio Overview, Strategy and Roadmap Manouj TahilianiSenior Director, Product Management - Oracle Mike Caulfield MDM Architect - VMware Sree Vaidyanathan Director, Business Applications – Sony Computer Entertainment

  2. Safe Harbor 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.

  3. Program Agenda • Oracle MDM Strategy and Roadmap • Business Drivers and Portfolio • Getting Business Value • Strategy • Roadmap • Oracle MDM@VMWare • Oracle MDM@Sony

  4. The Absolute Reality Managing Data Quality and Information Silos is Essential to… • Trustworthy Business Analytics Enriched CustomerExperience • Accelerate New Product Introduction • Hierarchical Data Consolidation Spend Management Risk Management & Compliance

  5. Oracle MDM Portfolio Highlights • Complete Solutions. Complete Choice • Strongest Portfolio in the Industry • Multi-Domain MDM with Purpose-Built Hubs for Customer, Product, Supplier, Site, Financial Entities, Reference Data Management • Tailored for Industry – Defining the transformations of CX • Integrated and Extensible • Deployment Choice – On-Premise, Public Cloud, Private Cloud • Continued Innovations • Recent Releases – Fusion R7, Oracle Customer Hub 8.2 R5 (811.10FP), EBS 12.2, • DRM 11.1.2.3 (Includes New Data Relationship Governance) • Continued addition of Marquee Customers and Go-Lives

  6. Enterprise Grade MDM Modern. Purpose-Built. Multi-Domain. SaaS. Oracle MDM Data Governance & Compliance Enterprise Analytical MDM CRM EPM/BI CRM Enterprise Data Quality ERP Legacy… Other Sources Customer Product Location Supplier Financial Employee Asset Enterprise Schema & Common Services MDM Platform Foundation Oracle Fusion Middleware Oracle Exa* / Database

  7. Oracle MDM – Customer Momentum Sample of New Customers or Add-On Licenses AT&T Govt. of Israel

  8. Getting Business Value

  9. Oracle Customer Experience In Store Contact Center Social Field Service Mobile Direct Sales Channel Sales Oracle Marketing Oracle Commerce OracleSales Oracle Service Oracle Social Web Foundational Tools Oracle Cloud Infrastructure and Platform Services Oracle Integration and BPM/SOA Tools Oracle Mobile, Portal and Content Tools Oracle MDM, BI and Decisioning Tools Deployed modularly for discrete business problems or as a suite of applications Complete portfolio of best-of-breed solutions to deliver superior customer experiences Open and standards based, enabling extension and integration with existing & partner solutions

  10. Customer Experience Strategic Processes Banking Telecom Retail and CPG Public Sector High-Tech Manufacturing Life Sciences & Healthcare

  11. Product Value Chain Management Product MDM DESIGN TO RELEASE PROCURE TO PAY PLAN TO SHIP ORDER TO CASH Portfolio Management Project Execution Management (phase/gate) Idea to Product Concept Mgmt New Product Development Management Rapid Commercialization IDEATION& DISCOVERY PROTOTYPE& PILOT SERVICE & SUPPORT END-OF-LIFE LAUNCH PRODUCTION DESIGN DEVELOPMENT Early and Ongoing Cost Management Enterprise Quality & Compliance Management Sales Readiness Management

  12. Managing Master Data Change with DRM Chart of Accounts Redesign OrganizationRestructuring Sales TeamRestructure Reporting Hierarchy Changes Market Segmentation Changes Cost CenterOwner Change Reference Data Management Product CategoryRedesign

  13. Supplier Risk Management From Back Burner to Center Stage Invitation Self Registration Profile & Pre-Qualification Search Geopolitical and Macro Economic Threats Credit & Risk Assessment Identification On Boarding Chronic Uncertainty and Volatility Weakening Supplier Viability Contracts Supplier Master Data Obsolescence Administration Supplier Conduct Impacts to Company Image, Brand, and Revenue Profile, Classification, Bank Detail, etc. Recurring Assessments Retire Performance Analysis & Mgmt

  14. Strategy

  15. Vision Drives Investment • Cloud, Social & Mobile: MDM in Cloud, Data Services & Insight, Mobile Enabled Enterprise • Industry and Strategic Processes: Support 20+ Industries, Strategic Processes like CX, Multi-Channel Commerce, Value Chain Planning, Financial Transformation, etc. • User Experiences & Governance: Next Gen UI, Contextual, Collaborative, Document Sharing, Embedded Analytics • Enterprise Grade: 24x7x365 Service, High Computing Data Management, Engineered Systems • Platform & BPM: Embedded Data Quality, Extensible, Integrated & MDM Aware Business Processes

  16. Customer Data Management Integrated Oracle CX Cloud Leveraging CDM Cloud Social Sales Cloud 4 1 5 3 6 2 7 Conversations about Sales ERP Managing Leads through Social Channels Marketing Cloud Service Cloud Sales Cloud Shared Customer Data Integrated Marketing Activity Visibility to opportunities and incidents E-Business Suite Customer 360 with Hub JD Edwards Opportunity to Quote

  17. Integrated Multi-Channel Commerce Leveraging Product Hub Enterprise Data Quality for Product Cross Channel Order Capture Commerce Synchronize Standardized Metadata for Guided Navigation Enterprise Data Quality for Product Publish Catalogs, Products and Digital Asset Associations Synchronize Attribute and Value Set Metadata Publish Catalogs, Products and Digital Asset Associations Global Order Promising and Distributed Order Orchestration Enterprise Product Record Fusion Product Hub Induct Supplier Products and Digital Assets Supplier Portal Cleanse, Standardize and De-duplicate Product Data Publish Products and Operational Attributes Synchronize Items, Variants, Merchant Hierarchy Source Selection, Splitting, Monitoring/Updates Order Fulfillment Retail Merchandising System

  18. Enterprise Data Quality Cloud Services Enterprise DQ Cloud Services Enterprise DQ Matching Cloud Service Enterprise DQ Address Verification Cloud Service • Packaged cloud services for cloud applications Govern Monitor effectiveness & resolve problems • Process metrics • Quality metrics • Case Management • Remediation Match Identify & merge duplicates • Party (individuals, households) match • Entity match • Semantic (category) match • Statistical match • Match review • Merge/survivorship Common Access/UI Standardize • Global parse • Category parse • Extract • Transform • Address verification & geocoding • Substitute • Enrich • Classify Drive conformance to standards Profile • Duplicates • Completeness • Max/min values • Statistics • Patterns • Phrases Quickly understand data content Enterprise DQ Platform

  19. Oracle Data Relationship Management Industry-leading, model-driven master data change management solution • Enables change management and business transformations • Preferred MDM solution for enterprisehierarchies, mappings and reference data sets • De-facto industry standard for Financial MDM and Analytical MDM • Creates value across both operational & analytical realms • 90% of customer have 6+ business entities in production • Fastest growing application in MDM and EPM product families

  20. New Introducing Data Relationship Governance Major Features • Data-driven, context sensitive workflow automation • Claims-based, governance task assignment • Pre-validate & calculate attributes • Auto-approve and escalate • Email notifications and alerts • Request activity history • Built-in support for R-A-C-I model • New in release 11.1.2.3 • 100% configuration-based (No coding!)

  21. Full Lifecycle Support in the Cloud Business Analysts Model Processes Administrators Extend the product Implementers Set-up Sandbox & Environments Business Owners Tailor processes Business Users Collaborate and Innovate Team Measure, analyze, improve, govern IT Operations Manage, Deploy and Monitor

  22. Social Data and Insight Service • Data about common business entities such as Companies and Contacts • Provides Reference Data (D&B, Social Handles) and Insights (e.g. account/brand sentiment, purchase intent) • Integrate with CRM and Customer Hub to keep a single, clean view of the Customer • Import new, match and clean existing Accounts and Contacts real-time or high volume batch Account Contacts Competitors Brands/Products Social Handles Master Reference Data + Social Monitoring = “Social Insights”

  23. Oracle Next Best Action – An Oracle Engineered System Oracle SRM Clientelling Web Social Networks POS eCommerce Dashboards Mobile Next Best Action Framework Oracle RTD Oracle WCS Campaign Management APPLICATIONS Loyalty Management Master Data Management WEB LOGIC SERVER (FUSION MIDDLE WARE) EXALYTICS Application SERVER EXALOGIC ELASTIC CLOUD PLATFORM Oracle Enterprise Manager EXA BUS EXA CONTROL Linux (or) Solaris ORACLE VM Legacy Database Data Warehouse Exa Data

  24. Oracle Cloud MarketplaceEmpower your Cloud Business Customers:Cloud computing marketplace where Oracle customers can easily browse, evaluate and buy trusted business applications Partners:A new cloud applications distribution channel that generates demand for our partners and extend their success in the cloud

  25. Roadmap

  26. Fusion MDM Current Release and Roadmap • Core Customer Mastering • Enhanced Import/Export, Enhanced Address Cleansing • Duplicate Identification in Batch, Standalone Contact Enhancements • CDM User Experience • Enhanced Customer 360 UI • CDM Extensibility & Integration • Eloqua Integration, EBS Integration, Service Cloud Integration • Product Data Consolidation • Data On boarding for Native Formats using Import Maps • Product Data Governance and Quality • Real-Time/Embedded Data Cleansing, Classification and Standardization, Dynamic Rule-Based Policy Enforcement and What-If Analysis, Cross Entity Business Rules, Role based and Data Level Security • Product Data Publication and Cloud Enablement • User Defined Criteria for product and catalog publication, Validation Rules for Product Publication • File based Import and Export through Secure FTP • Core Customer Mastering • Survivorship Rules to Automate Merge, Geocode and spatial support, Enterprise Data Quality Support for Matching and Address Validation • Customer Data Services • Enhance Account and Contact Data • CDM Extensibility & Integration • EBS & JDE Integration, Configurable installed base/asset, Enhanced Service Cloud Integration to support Contact Sync, Enhanced Account and Contact APIs to support CX and ISV real-time and bulk integrations • Industry Processes: Multi-Channel Commerce • Self Service Data On-boarding via Product Portal, GDSN infrastructure for on-boarding supplier data via GS1 data pools, Bulk upload and association of digital assets, Integration to Oracle Commerce and RMS • Product Data Quality & Data Governance and Cloud/Mobile Enablement • Matching by Manufacturer Part Numbers, Matching by GTINs, Pre-import validation • Rich and Secure Cloud Web Services • Audit Trail Framework • Enhanced Customer Mastering • Enhanced Customer hub Process Automation, Unmerge, Data Profiling, Enhanced Enrichment • CDM Usability & Governance • Enhanced Dashboard & Governance • CDM Extensibility & Integration • Ongoing CX Cloud Integration enhancements, Industry Specific Customer 360 • Industry Processes: Multi-Channel Commerce and Customer Experience • Vendor Data Upload/Quality Scoring and Metrics, Vendor Collaboration and Social Interaction, Digital Asset Meta data Search and Embedded Workflow • Product Data Quality & Data Governance • Comprehensive Audit Trail Framework for Data and Metadata Audit, Embedded Completeness & Conformity Metrics , Enhanced BI Reports • Cloud Enablement and Superior Experience • Cloud Service Expansion • Optimized UI for Multi-Lingual Data Maintenance • Product Data Relationship Viewer Release 7Sep 2013 What’s Next 0-12 month planning cycle Future DirectionsPost 12 month planning cycle

  27. Oracle Customer Hub (UCM) Current Release and Roadmap • Customer Experience • Social Stewardship • Person Social Profile • Sentiment Analysis • Social Influence/Loyalty Scores • More Data Quality • Enhanced EDQ Address Validation • IIR 9.5 Certification • Lower TCO • Switch to disable creation of history records • Usability • Open UI for Siebel • Mobile UI • More Social • Social Profile • Social Monitoring Integration • Enhanced Mastering & Stewardship • Child Survivorship • Child Cross-Referencing • Multi-Branding Enhancements • More Data Quality • EDQ Matching, Address Validation & Standardization • Lower TCO • Publish Enhancements • Life Cycle Management – Enhanced Install, Upgrade & Cloning • Governance • Governance Enhancements • Open UI Uptake • Social Profile Mastering • MDM Platform • Rules Engine Enhancement • 3rd Party, Oracle Data & Cloud Service integration • Lower TCO • Embed EDQ Dashboards • Data Stewardship Enhancements • Guided Unmerge • Any entity mastering wizard • Engineered Systems • Customer Insight/Lifetime Scoring • More Industry What’s Next (811 11) OCH 811 10 Future DirectionsPost 12 month planning cycle

  28. Data Relationship Management Current Release and Roadmap • Governance Mobile Experience • Specialized Governance Workflow & Approvals Mobile Application • Fully functional Browser Experience Optimized for Tablet • Mobile Safari & Chrome Support • Multi-domain Intersection Management • Create and maintain multi-domain intersection maps • Specify intersection attributes and validations • Compare, analyze and align intersections within/across versions • Export valid combinations to target systems including Oracle GLs • Governance Dashboard & Analytics • Program Reporting & Dashboard • Discover quality trends & user behavior • Run queries, Assign tasks, monitor ∆s • Oracle Enterprise Data Quality Integration • Standardize, cleanse, & classify • Match & cross-reference w/ sources • Dynamic Scripting: Java Script for formulas and validations • Import from DB tables • Custom Object Access Groups • Job Management Console • Governance work list • Workflow models: Model filters, stages, users, data access • Workflow tasks: Properties, validations • Change management & issue management requests supported • Pre-validate requests • Preview inherited/derived properties • Request comments • Email notifications & web alerts • Request activity trail • Workflow path & workflow tags • DRM 11.1.2.3.500 • Performance Improvements • DRG Request API/Web Service • DRM 11.1.2.3 WDK • Certifications – Oracle DB 12c, IE10, Win8, FF24, MS Hyper-V • DRM 11.1.2.3.600 • Oracle Planning & Budgeting Cloud Service Integration • DRM 11.1.2.4 • Restrict self-approval for SOX compliance • Request load from file/table • Request attachments • Withdraw requests • Dynamic scripting for requests • Domain context for request tasks • Required tasks for workflow stages • Governance request auditing • FDMEE Integration • Enhanced EBS/Fusion GL Integration Release 11.1.2.3Available Now What’s Next 0-12 month planning cycle Future DirectionsPost 12 month planning cycle New in 11.1.2.3: Oracle Data Relationship Governance

  29. EBS MDM Current Release and Roadmap • Product Hub • Simple & Advanced Item Search Public APIs • Enhanced Batch Management • Rules support for Primary and Revision level attributes • Rules On-Demand Execution and Loaders • Product Hub for Telco Enhancements • Outbound metadata publish for PIM-to-PIM sync • Integration to OSM Design Studio • Multiple Price List Synchronization • Advanced Search based on GTINs and related APIs. • Site Hub • Google API Upgrades: Street View, Nearby Search, • Polygon Geometry Site visualization in maps • Enhanced Spatial Queries and Driving Directions • Customer Hub • Real Time address validation • Spatial data integration • Source System References • View Record History • Account Merge Web Service • Supplier Hub and Supplier Lifecycle Mgmt. • Initial Release • Product Hub • Product Hub 360 degree search using Endeca • Product Hub for Telco enhancements • Product Hub to Product Hub Sync • Promotions aggregates and groups • Dynamic classes • Mobile application for Product Info Management • Site Hub • Site Search and Site Lifecycle view using Endeca • Mobile application for Site Inquiry • Data Governance : Site Creation Approval Workflow • Customer Hub • Search, 360 degree view using Endeca • Security for Extensible Attributes • Supplier Hub • Streamlined Supplier Merge • Unified Supplier Profile Change Business Event • Site Tagging for D&B Extract • Mobile application for Supplier Inquiry • Supplier Lifecycle Management (SLM) • Enhanced Qualification Approval Routing • Dynamic Qualification Template Criteria • Revised Administrator and Supplier User UX • Compliance Documentation Tracking • Product Hub • Alternate Catalog Publish • Product Hub for Telco Enhancements • Site Hub • Site Data Lineage • Data Quality Integration with Oracle EDQ • Customer Hub • Customer approval workflow • Supplier Lifecycle Management • Automated Evaluation Assessment • Best Practice Templates • Dynamic Invitation Lists • Supplier ToU/Privacy Agreement Tracking • Supplier Hub • Endeca Search for Suppliers • Extensible Supplier Contact Directory • Supplier Profile Version Management • Profile Change Approval Management What’s Next 0-12 month planning cycle Release 12.2 Future DirectionsPost 12 month planning cycle

  30. Key Take Aways

  31. Continue Innovation at a Rapid Pace. New Data Relationship Governance Strong Customer Momentum with numerous High Computing Deployments Empower Customers with New, Modern and Highly Configurable UI Purpose Built Hub along with Platforms for any entity mastering Expansion of DQ and Lower overall TCO Cloud, Social, Data Services & Insight, and Mobile are Key Focus areas Expansion of Integrated Customer Experience and Verticalized offerings Continue to Leverage SI and ISV Partners globally Key Takeaways

  32. MDM is a Foundation for Customer Experience HBR Paper - Delivering on the Promise of Great Customer Experiences Download at: http://www.oracle.com/mdm

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