Making Sense of Oracle’s Business Intelligence Tools

1. Making Sense of Oracle’s Business Intelligence Tools July 19, 2007 Erez Azaria

2. Agenda • Introduction • Understanding the Pieces • Business Intelligence Tools • Standard Edition • Enterprise Edition • In Review - Platforms • Business Intelligence Applications • DBI • Fusion Intelligence • Oracle BI Applications • In Review - Applications • OBI EE: Delivering Value in the Real World

3. Who is Zanett? Enterprise Applications E-Business Suite PeopleSoft Enterprise JD Edwards Business Intelligence Oracle Business Intelligence Cognos Technology Middleware Custom Solutions Managed Services Hosting Virtual Administration Program Management Since 1993, Zanett has focused on helping organizations achieve sustainable value from their IT investments.

4. Who is Zanett? • Zanett Commercial Solutions is a wholly-owned subsidiary of Zanett, Inc. (Nasdaq: ZANE) • Comprised of Four Regional Brands • 200+ Delivery Professionals & 300+ Projects • Service a wide variety of Industries with sizes ranging from SMBs to Fortune 100

5. Agenda • Introduction • Understanding the Pieces • Business Intelligence Tools • Standard Edition • Enterprise Edition • In Review - Platforms • Business Intelligence Applications • DBI • Fusion Intelligence • Oracle BI Applications • In Review - Applications • OBI EE: Delivering Value in the Real World

6. Understanding the Pieces

7. Understanding the Pieces

8. Agenda • Introduction • Understanding the Pieces • Business Intelligence Tools • Standard Edition • Enterprise Edition • In Review - Platforms • Business Intelligence Applications • DBI • Fusion Intelligence • Oracle BI Applications • In Review - Applications • OBI EE: Delivering Value in the Real World

9. Oracle BI Standard Edition • Oracle BI Discoverer • Oracle BI Warehouse Builder • BI Spreadsheet Add-in • Oracle BI Beans • Oracle Reports • Optimized to work with an Oracle environment!! • Common Component Architecture • Oracle BI Discoverer • Discoverer Portlets • Spreadsheet Add-in • Leverage Oracle DB built in analytic and pl/sql functions

10. Oracle BI Enterprise Edition Oracle Business Intelligence Suite Enterprise Edition (OBI-EE) offers the complete spectrum of BI capabilities. • Designed for use by anyone • Provides intelligence across virtually any data source • Based on a proven, modern, web Services-Oriented Architecture • Delivers next-generation business intelligence capabilities

11. Oracle BI Enterprise Edition Enables Consistency, Security, Reuse, Flexibility Presentation Layer • Multi-layered Abstraction • Separation of physical, logical and presentation layers • Logical modeling builds upon complex physical data structures • Logical model independent of physical data sources, i.e. can be remapped to another data source quickly • User roles, preferences • Simplified view • Logical SQL interface Semantic Object Layer • Dimensions • Hierarchies • Measures • Calculations • Aggregation Rules • Time Series Physical Layer • Map Physical Data • Connections • Schema

12. Role-based views of the information Consistent definition of business measures, metrics, calculations Model once, deploy anywhere Across any data source!!! Oracle BI Enterprise Edition Enables Consistency, Security, Reuse, Flexibility Presentation Layer • User roles, preferences • Simplified view • Logical SQL interface Semantic Object Layer • Dimensions • Hierarchies • Measures • Calculations • Aggregation Rules • Time Series Physical Layer • Map Physical Data • Connections • Schema

13. BI Answers Ad-hoc information exploration Multi-dimensional analysis Works against a logical view of information from multiple data sources in a pure web environment. Easy dashboard and notification creation BI Interactive Dashboard Rich, interactive pure web dashboards Personalized interactive dashboards Guided analytics BI Delivers Alerting engine to capture and distribute notifications via multiple channels in response to pre-defined business events to speed decision making Automated analytic workflows and processes Manage delivery to mobile devices BI Briefing Books Capture a snapshot of an Oracle Dashboard allowing the information to be viewed offline presentation style. Oracle BI Enterprise Edition

14. Oracle BI Enterprise Edition BI Disconnected Analytics Provide Answers and Dashboards to users on computers disconnected from the network. BI Office Plug-ins Synchronize information from Answers, Dashboards and Reports to Microsoft Word, Excel and PowerPoint. BI Publisher Scalable reporting tool to generate reports from multiple data sources (delivered as XML) in multiple document formats and to multiple delivery channels.

15. BI Server Highly scalable, highly efficient query and analysis server Efficiently integrates data from multiple relational, unstructured, OLAP and pre-packaged application sources, Oracle and non-Oracle Also incorporates calculations, multiple languages, and complex hierarchies in a single piece of metadata which is both aggregate and fragment aware Enables ease of use for business users while reducing IT involvement. Streamlined server deployment, Unified security Single web-based administration Data Federation and caching are including as part of the core platform Oracle BI Enterprise Edition

16. In Review - Platforms

17. Agenda • Introduction • Understanding the Pieces • Business Intelligence Tools • Standard Edition • Enterprise Addition • In Review - Platforms • Business Intelligence Applications • DBI • Fusion Intelligence • Oracle BI Applications • In Review - Applications • OBI EE: Delivering Value in the Real World

18. Daily Business Intelligence (DBI) • Out-of-the-Box: • Predefined Roles • Predefined Key Performance Indicators (KPIs) • Drill-Down Reports • Embedded EBS Role-based Security • Data Synchronization • Summary Tables & Materialized Views • Refresh Daily or As Desired • Runs Directly from Transactional System – No Separate Reporting Infrastructure Required Summaries Transactions

19. Fusion Intelligence - EBS Edition • Leverage Existing DBI Capabilities & Investment • Greater Flexibility to meet Reporting Requirements (i.e.adhoc reporting) • Greater Extensibility with Developing Custom KPIs • Greater Personalization: Add, Rearrange, Hide or Rename Dashboards, Reports, Graphs etc. • Integrate Information from 3rd-party Data Sources (i.e.unify DBI and Non-DBI information) Summaries Transactions

20. Fusion Intelligence - EBS Edition Supply Chain Intelligence Financials Intelligence • General Ledger • AP Expenses (GL) • AR Revenue (GL) • GL Activity • Budget • Accounts Payable • AP Invoices • AP Invoices Aging (Due & Past) • AP Payments Schedule • Accounts Receivable • AR Adjustments • AR Payments Schedule • AR Receipts • AR Invoices • AR Aging Receivables • Sales Credits • Compliance • Order to Revenue • Order Fulfillment and Shipping • Manufacturing (Process and Discrete) • Inventory (Process and Discrete) CRM Intelligence • General Ledger • Sales Opportunity • Sales Pipeline • Sales Forecasting • Service Human Resources Intelligence • DBI Workforce Activity and Deployment • DBI Compensation Salary Summarization • DBI Leave and Absences • HCM EUL Recruitment Pipeline • HCM EUL Recruitment Vacancies Procurement Intelligence • Procurement Management • Supplier Management

21. Oracle BI Applications  Prebuilt ETL Adapters for Oracle EBS, PeopleSoft, Siebel, SAP, others  Prebuilt role/function based Dashboards, Reports, and Alerts  Pre-mapped metadata repository, incorporating best practice metrics and calculations  Prebuilt DW Design, extensible to your requirements

22. In Review - Applications

23. Agenda • Introduction • Understanding the Pieces • Business Intelligence Tools • Standard Edition • Enterprise Edition • In Review - Platforms • Business Intelligence Applications • DBI • Fusion Intelligence • Oracle BI Applications • In Review - Applications • OBI EE: Delivering Value in the Real World

24. Delivering Value – a Real World Example CLIENT PROFILE • Global solutions provider of computer products and services that guarantee continuously available processing for applications INDUSTRY • Hi-Tech / Communications SIZE • $ 250M Revenue • ~1,000 Employees ORACLE FOOTPRINT • Since late-1990’s, Oracle E-Business 10.7 PAIN POINTS • Impossible to create a 360 view of customers for analysis • Single reports from Oracle unable to meet the business need • Extensive use of Excel to merge data from multiple sources and present information • As data increased, uncertainty of data validity and “True Source” of data also increased • Abstracting reporting metrics from the underlying transactional data

25. Delivering Value – a Real World Example SOLUTION FOOTPRINT • Built a financial data mart • Secured end user access to a GUI front-end for easy access to standard reports and ad hoc reporting capabilities • Oracle BI components: • Oracle Warehouse Builder (ETL) • Oracle BI Server • Oracle BI Answers • Oracle BI Dashboards WHY OBI? • Reporting capabilities met or exceeded all requirement’s • Group sharing by end-user • Ease of creating Dashboards • Leveraged existing Oracle skill sets • Future leveraging of Oracle 11i and Business Process Management • Single Vendor • Competitive Pricing

26. Delivering Value – a Real World Example KEY DIFFERENTIATORS Immediate comparison of Actual vs. Forecast data in a single report Old method: Several Business Object/Excel iterations spanning hours. Immediate fiscal year trend analysis Old method: 10+ hour query processing Users have easy to navigate front-end (BI Answers) and easy to understand presentation model of the data mart (via BI Server). Confidence in the integrity of report data IT control of end user access to data through BI Server ETL programs easily maintainable through the OWB interface.

27. Q & A Q U E S T I O N S A N S W E R S Now it’s time for… For more information, call 1.866.611.3282 or visit us on the web at www.zanett.com.

28. Contact Information • Erez Azaria • Technology Practice Director • Phone: 617 869-2374 • E-Mail: eazaria@whitbreadtech.com • Sales: • E-Mail: sales@dataroad.com