Enterprise Performance Management. Fekete Zoltán Oracle üzleti intelligencia és adattárház termékmenedzser

Átírás

1 Enterprise Performance Management Fekete Zoltán Oracle üzleti intelligencia és adattárház termékmenedzser

2 Enterprise Performance Management umbrella: esernyő; egységet biztosító 2

3 Enterprise Performance Management A CPM egy csoportosítás, magában foglalja a folyamatokat, módszereket, mérést, és rendszereket, melyek a szervezet teljesítményének méréséhez és kezeléséhez szükségesek. A teljesítmény vezérelt vállalati környezetben működik legjobban, és alkalmazkodik a szervezethez. --Gartner, 2001-ben vezette be EPM alkalmazások: Tervezés, előrejelzés készítés Konszolidáció Jövedelmezőség mérés, ABM Scorecardok Az EPM alkalmazások egy BI keretrendszerhez kapcsolódnak (adatforrások, adat integráció (ETL), jelentéskészítő eszközök, DW...) 3

4 Az EPM és az üzleti siker kapcsolata A leggyakrabban használt metrikák Válaszadók százalékban Nyereségességi mutatók 88% Bevétel növekedés 81% Ügyfél kiszolgálás időbeli perf. mutatói 67% Termék/szolgáltatás profitabilitás 66% Termék megbízhatóság 59% Ügyfél reakció idők 54% A vizsgált vállalatok körében közvetlen korreláció van a rendszeresen használt vállalati teljesítmény mérőszámok mennyisége és a vállalat mérete és növekedési üteme között. Source: PwC Trendsetter Barometer study, Jan 2004 Source: PwC Trendsetter Barometer study, January

5 Üzleti hatások Gyorsan változó környezet Tervezési és döntési ciklus Döntési folyamat nem automatizált Döntések végrehajtásának bizt. Együttműködés a többi gyorsítása? Monitorozás és korai beavatkozás? döntéshozóval? Monitor & Evaluate Stratégia Üzleti események nem elemzettek Lényeges adatokra fókuszálás? Szétszórt adatok elérése, elemzése? Terv Akció Előrejelzési képesség hiánya Illeszkednek az előrejelzések? Változások, azok hatása és a tervek viszonya? 5

6 Törvényi előírások és követelmények Sarbanes-Oxley Patriot Act Graham-Leach-Bliley Act Basel II Accord Belső és külső megfelelés Kockázatok csökkentése Felelősség, elszámoltathatóság 6

7 EPM kulcs trendek EPM túlmutat a pénzügyi területen. Service Oriented Architecture (SOA) A legfontosabb visszatartó erő a szervezeti kultúra Strukturálatlan adatok a BI alkalmazásokba szöveg, képek,... Lokális desktop alkalmazásokból, web-alapú központosított alkalmazásokba 7

8 EPM kulcs trendek a CPM teljes megoldások előretörése Integrated ERP and BI vendors have the best chance of sustaining a position in the CPM market by being in an optimal position to satisfy user requirements. Best-ofbreed and hybrid vendors will have more of a challenge in escaping a niche position.. (Gartner 03/06/06 CPM Scenario) A szűk kínálatú gyártók eltűnnek, vagy felvásárolják őket A siló megoldások kihalása 8

9 Performance Management or Business Intelligence? Product Profitability Planning Forecasting Employee Performance Customer s Perspectives Are Framed Business Roles 9

10 Customer Reality: Siloed Solutions, Spreadsheet Hell? FINANCE EBITDA? HUMAN RESOURCES HIRING QUALITY AD-HOC PROCESS GOAL BRAND MODEL Set Goals? EXECUTIVE COMPANY HEALTH Insight Performance Action REPORT Monitor Multiple DATA WAREHOUSES Multiple LEGACY APPLICATIONS Analyze ANALYZE PLANNING SERVICE LEVELS Multiple SUPPLY CHAIN Plan Align Report? CUSTOMER SERVICE FRAGMENTED DATA SOURCES Multiple ERP PLAN? MARKETING DISPARATE BI SOLUTIONS AND REPORTING SYSTEMS FINANCE DIFFERENT METRICS OPERATIONS MULTIPLE ROLES Multiple POINT APPLICATIONS 10

11 Strategy Provide the Industry s First Enterprise Performance Management System Comprehensive Hot Pluggable Set Goals Pervasive Plan Align Insight Performance Action Report Monitor Analyze 11

12 Enterprise Performance Management System Integrates Transaction, Intelligence, Financial Systems Modeling Planning & Budgeting Financial Management Financial & Statutory Reporting Metrics & Scorecards Financial Performance Management Enterprise Performance Management System Transactional Systems Operational BI Systems Operational Business Intelligence Sales & CRM Financials Supply Chain HR Procurement Data Warehouse Data Integration Query & Analysis OLAP Dashboards Enterprise/ Operational Reporting Alerts & Workflow 12

13 Stronger Together #1 Clear Market Leader Performance Management Gaining Market Share Business Intelligence Tools 19% 5% 4% 14% 8% Other 47% 8% 48% Other 10% 8% 5% 1% 4% Source: IDC, Worldwide Business Performance Management Applications 2005 Vendor Shares, Sept. 2006, Doc # % 3% 6% Source: IDC, Worldwide Business Intelligence Tools 2005 Vendor Shares, July 2006, Doc #

14 Introducing: Oracle s Enterprise Performance Management System Web Office Desktop Mobile Financial Performance Management Applications Embedded in Applications Operational BI Applications Business Intelligence Foundation Fusion Middleware OLTP & ODS Systems Data Warehouse Data Mart Essbase SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process 14

15 Most Comprehensive Suite of Financial Performance Management Applications Strategic Planning Set Strategic Objectives Long-Term Planning Treasury Strategies Corporate Development Key Initiatives Planning Assumptions Actuals Performance Targets Master Data Budgeting and Forecasting Financial Close Process Cascade Targets Data Cleansing Consolidate Internal Reporting & Analysis External Reporting & Compliance Detailed Budgeting Forecasting Allocate Resources 15

16 Hyperion Planning #1 Planning & Budgeting Applications FEATURES Strategic Planning Modeling & Simulation What-if Analysis Excel Integration Enterprise Collaboration Native Reporting & Analysis BENEFITS Speed Accuracy Align finance and operations Accountability Visibility to past, current and future business performance 16

17 Hyperion Financial Management #1 Financial Consolidation, Reporting & Analysis FEATURES Simple to Customize Easy to Integrate Financial Data Quality Complete Audit Trails Flexible Workflow Powerful Reporting Finance owned & operated BENEFITS Confidence in the numbers Reduce cycle time Automate collection & validation Lower cost of compliance Speed and agility 17

18 Most Comprehensive Suite of Operational BI Applications Auto Comms Complex Consumer Sector Mfg & Media Sales Service & Contact Center Pipeline Analysis Energy Financial Services High Tech Insurance Life & Health Sciences Public Sector Travel & Trans Marketing Order Management & Fulfillment Supply Chain Financials Human Resources Churn Propensity Campaign Scorecard Order Linearity Supplier Performance A/R & A/P Analysis Employee Productivity Triangulated Forecasting Customer Satisfaction Response Rates Orders vs. Available Inventory Spend Analysis Sales Team Effectiveness Resolution Rates Product Propensity Cycle Time Analysis Procurement Cycle Times Customer & Product Profitability HR Compliance Reporting Up-sell / Cross-sell Service Rep Effectiveness Loyalty and Attrition Backlog Analysis Inventory Availability P&L Analysis Workforce Profile Cycle Time Analysis Service Cost Analysis Market Basket Analysis Fulfillment Status Employee Expenses Expense Management Turnover Trends Lead Conversion Service Trends Campaign ROI Customer Receivables BOM Analysis Cash Flow Analysis Return on Human Capital GL / Balance Compensation Sheet Analysis Analysis Other Operational & Analytic Sources Prebuilt adapters: Oracle BI Suite Enterprise Edition 18

19 A BI alkalmazások gazdaságossága Előre elkészített DW nélkül Hagyományos eszközökkel Business Intelligence Applications kész elemző alkalmazások Training & Roll-out Business Intelligence Apps: Define Metrics & Dashboards Üzleti érték Gyorsabb eredmények Alacsonyabb TCO DW Design Back-end ETL and Mapping Training & Rollout Specific Metrics & Dashboards DW Design Mod Pre-built ETL Tailoring Akár évek Szerepfüggő dashboard, alert, kész metrikák sokasága Kész DW, alakítható. Kész ETL: Siebel, Oracle, PeopleSoft SAP forrásokra. Hetek, hónapok 19

20 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 Oracle Kerberos iplanet MSFT AD Novell Custom Others.. Data Access Oracle RDBMS Oracle OLAP Option Microsoft SQL Server & Analysis Services IBM DB2 Teradata Essbase SAP BW XML, Excel, Text Data Integration Oracle Data Integrator (Sunopsis) Oracle Warehouse Builder Informatica Ascential Others.. 20

21 Oracle BI and Performance Management Applications An Enterprise Performance Management System Reporting Modeling Sales & Marketing Scorecarding Planning Budgeting Service & Contact Center Operational BI Financial Management Human Resources Planning Consolidation Order Management & Fulfillment Supply Chain Scorecards Industry Analytics Common Enterprise Information Model Oracle Business Intelligence Foundation OLTP & ODS Systems Data Warehouse Data Mart Essbase SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Business Process 21

22 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 OLTP & ODS Systems Data Warehouse Data Mart Essbase SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Business Process 22

23 Oracle BI Suite Enterprise Edition Plus Interactive Dashboards Ad hoc Analysis Proactive Detection and Alerts Microsoft Office Reporting & Publishing BI Publisher Financial Reporting Interactive Reporting SQR Production Reporting Web Analysis Common Enterprise Information Model Oracle BI Server Set Goals Plan Insight Performance Action Report Monitor Align Analyze OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Business Process Financial Performance Management Applications Hyperion Essbase 23

24 The #1 BI Vendor Criteria Ability to integrate with Existing Applications Source: InformationWeek 24

25 Steps Required to Build a BI Solution Significant Investment, Skills and Time Required Develop detailed understanding of operational data sources Design a data warehouse by subject area License an ETL tool to move data from operational systems to this DW Build ETL programs for every data source License interactive user access tools Research / understand analytic needs of each user community Build analytics for each audience License / create information delivery tools Set up user security & visibility rules Perform QA & performance testing Manage on-going changes/upgrades 25

26 Steps Required to Build a BI Solution Significant Investment, Skills and Time Required Develop detailed understanding of operational data sources Design a data warehouse by subject area License an ETL tool to move data from operational systems to this DW These steps require multiple BI and DW technology INVESTMENTS Build ETL programs for every data source License interactive user access tools Research / understand analytic needs of each user community Build analytics for each audience License / create information delivery tools Set up user security & visibility rules Perform QA & performance testing Manage on-going changes/upgrades 26

27 Steps Required to Build a BI Solution Significant Investment, Skills and Time Required Develop detailed understanding of operational data sources Design a data warehouse by subject area License an ETL tool to move data from operational systems to this DW Build ETL programs for every data source License interactive user access tools Research / understand analytic needs of each user community These steps require multiple BI and DW technology INVESTMENTS These steps require IT or BI staff resources with specialized SKILLS Build analytics for each audience License / create information delivery tools Set up user security & visibility rules Perform QA & performance testing Manage on-going changes/upgrades 27

28 Steps Required to Build a BI Solution Significant Investment, Skills and Time Required Develop detailed understanding of operational data sources Design a data warehouse by subject area License an ETL tool to move data from operational systems to this DW Build ETL programs for every data source License interactive user access tools Research / understand analytic needs of each user community These steps require multiple different BI and DW technology INVESTMENTS These steps require IT or BI staff resources with specialized SKILLS Build analytics for each audience License / create information delivery tools Set up user security & visibility rules Perform QA & performance testing Manage on-going changes/upgrades These steps take TIME to understand and perfect as knowledge of best practices is learned 28

29 Key Messages CFOs Improve confidence and compliance Improve business velocity Drive predictable results Consistent view of information CIOs Leverage existing IT architecture Better together with Oracle CXOs LOB Fact-based decisions Insight into action Analytics drive business value 29

30 Oracle EPM előnyök Open, scalable, market leading, best-in-class EPM enterprise EPM and BI for the business user in a heterogeneous environment Proven, market leading, enterprise, and best-in-class EPM and BI/ DW Deep expertise and heritage in Finance with a rich and proven product, as well as packaged planning applications Unified BI for the business user with an extensive set BI Applications for all major Enterprise Applications Multi-platform support Strong CFO Presence and pre-built EPM applications and financial intelligence Unified BI foundation and cross domain and industry applications based on a single, robust enterprise semantic layer 30

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