1. NorCal OAUG 2010 Training Day Project Analytics and project reporting beyond Oracle Projects Family pack M Suhail Maqsood Chief Operating Officer, Rysigo Technologies Corp

2. Rysigo Technologies Corp Integrated Risk Management Software, Services and Support Risk Management Software Rysk Management for Oracle Projects Qualitative, Quantitative and Collaborative Risk Mgmt Strategic Consulting Technology and Deep Product Roadmap Expertise Leaders for Oracle Projects and Oracle CRM Applications Custom Development and Superior Support Built to Oracle ERP Application Standards Bangalore Development Center

3. Oracle Projects Reporting Solutions HTML FORMS Projects Intelligence Discoverer Workbooks Project Status Inquiry Project Performance Reporting Status Reports Project List Concurrent Reports Reporting Pack (BI Publisher) Project Analytics ORACLE PROJECTS 12 +

4. Data Warehouse DBI Summary Model Oracle EBS Projects Reporting Solutions - Today Transactional Tables Transactional / Operational Reporting BI Publisher Reporting Project Performance Reporting Discoverer Reporting Project Analytics Project Intelligence Project Administrator Project/Program Manager Project Accountant Project Executive

5. NEW IN Release 12.1 Reporting Pack Definition Automatic Disbursement and Delivery Flexible Formats easily Tailored to meet the needs of each business user RESULTS Easy access to latest data Informed Decision Making Improved Operations Eliminate Process Overhead through Automation BI Publisher Reporting Project Managers Reporting Pack

6. OBIEE

7. Ad-hoc Analysis Interactive Dashboards Proactive Detection and Alerts MS Office & Outlook Integration Reporting & Publishing Disconnected & Mobile Analytics OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Business Process Multidimensional Calculation and Integration Engine Integrated Security, User Management, Personalization Intelligent Request Generation and Optimized Data Access Services Multi dimensional Common Enterprise Information Model One Platform, One Model, Multiple Delivery Channels

8. Oracle BI Applications  Oracle BI Applications (BI Apps) is a complete data-warehouse solution based on the Oracle BI Enterprise Edition product suite  BI Apps enables organisations to rapidly deploy an end-to-end analytics solution providing a comprehensive and rich set of Business Intelligence dashboards  BI Apps comes with pre-built meta-data to source from various source transactional applications including: >Oracle eBusiness Suite >Siebel CRM >Peoplesoft  BI Apps is designed so that it can be tailored to suit an organisation’s own individual reporting needs

9. Service & Contact Center Service Effectiveness Customer Satisfaction Resolution Rates Service Rep Efficiency Service Cost Churn & Service Trends Complete, Pre-built, Best Practice Analytics Travel & Trans Auto Comms & Media Complex Mfg Complex Mfg Consumer Sector Energy Financial Services High Tech Insurance & Health Insurance & Health Life Sciences Public Sector and Other Operational & Analytic Sources Source adapters: SalesMarketing Procurement & Spend Supply Chain & Order Management Financials Human Resources Pipeline Analysis Forecast Accuracy Sales Team Effectiveness Up-sell/ Cross-sell Cycle Times Lead Conversion General Ledger Accounts Receivable Accounts Payable Cash Flow Profitability Expense Management Revenue and Backlog Inventory Fulfillment Status Customer Status Order Cycle Time BOM Analysis Oracle BI Suite Enterprise Edition Plus Funding & Agreements Budgets Analysis Revenue Analysis Billing Analysis Cost Analysis Profitability Analysis Projects Employee Productivity Compensation Compliance Reporting Workforce Profile Retention Analysis Return on Human Capital Direct / Indirect Spend Buyer Productivity Off Contract Purchases Supplier Performance Purchase Cycle Time Employee Expenses Campaign Effectiveness Customer Insight Product Propensity Loyalty & Attrition Market Basket Analysis Campaign ROI

10. Oracle BI Applications: Architecture Oracle BI EE ETL (DAC / Informatica) ETL (DAC / Informatica) Siebel CRM Siebel CRM PeopleSoft Oracle Applications BI Apps Warehouse Other Database Other Database......  100’s of pre-built dashboards and reports  Role-based and personalised  1000’s of KPIs / Metrics  Security (role based data-visibility)  10’s of Star-Schemas  Conformed Dimensions  Multi-platform support  Modularised Extract / Load  Highly Parallelised and scalable  Support for multi-target / multi-source  Tuned for Full and Incremental ETL  Pre-built change capture and extract routines specific to OLTP type and version  “Universal Adapters” support  Designed for minimal OLTP impact

11. Oracle BI Applications: Faster Delivery, Lower TCO Build from Scratch with Traditional BI Tools Oracle Analytic Applications Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others Prebuilt DW design, adapts to your EDW Role-based dashboards and thousands of pre-defined metrics Easy to use, easy to adapt Weeks or Months Back-end ETL and Mapping DW Design Define Metrics & Dashboards Back-end ETL and Mapping DW Design Define Metrics & Dashboards Training / Roll-out Training / Rollout Months or Years Oracle Analytic Applications solutions approach: Faster time to value Lower TCO Assured business value Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

12. Oracle BI Applications: A Solution to the BI “Iceberg” Because Oracle develops multiple application product lines, Oracle as a vendor is uniquely qualified to solve this problem: DELIVER BETTER INSIGHT TO CUSTOMERS’ MULTI-APPLICATION ENVIRONMENTS DASHBOARDS “Visible” “PLUMBING” “Under the Surface” Mappings to multiple applications and data transformation all take expertise and time Upgrades

13. Project Analytics

14.  Project Analytics is the module of Oracle BI Applications focussed on Oracle Projects  Project Analytics provides “out-of-the-box” Dashboards and metadata for reporting against the following Subject Areas: >Project Billing >Project Budgets >Project Costs >Project Forecasts >Project Funding >Project Performance >Project Revenue

15. Project Analytics: Components Pre-mapped metadata, including over 350 pre- built calculations and metrics across 7 Subject Areas for Project Managers and Executives.  Presentation Layer  Logical Business Model  Physical Sources 3 Prebuilt ETL to extract data from over 3,000 operational tables and load it into the DW, sourced from Oracle, Siebel, PSFT, and other sources. 2 Prebuilt warehouse with more than 9 star- schemas designed for analysis and reporting on Project Analytics 1 A “best practice” library of over 120 Reports and alerts across Project Manager, Project Executive and Project Foundation Dashboards 4

16. Example Metrics Burdened Cost Burden Cost Raw Cost Equipment Cost People Cost Equipment Effort People Effort Total Effort Burdened Cost - ITD Burden Cost - ITD Raw Cost - ITD Equipment Cost - ITD People Cost - ITD Total Effort - ITD Features  Represents all cost transactions charged against projects and tasks.  There will be one row for each project/task, by resource categories, such as incurred by person, incurred by organization, expenditure type, and for a given transaction date.  All the transactions under a given date are summarized to the date level. Project Cost EAI ETL Project Role Transaction Date/Period Transaction Date/Period Resource Organization Task Resource Class Expenditure Type Material/ Item Material/ Item Transaction Status Transaction Status Supplier GL Account Job / Employee Project Metrics

17. OVERVIEW OF SUBJECT AREAS

18. Subject Areas  There are 7 Subject Areas available in Project Analytics:- Project – Billing Project – Budget Project – Cost Project – Forecast Project – Funding Project – Performance Project – Revenue

19. Subject Areas – Continued 1  Subject Areas (SA) all contain key Project dimensions e.g. >Project name, project manager, project dates, project organisation, project status  Each SA also contains dimensions that are specifically related to the SA e.g. >The Project Billing SA contains dimensions for agreements, events, invoices etc. >The Project Cost SA contains dimensions for expenditure types, supplier name etc.

20. Subject Areas – Continued 2  Each SA also has at least one FACT folder that contains numerical measures that are specific to the SA e.g. >The Project Budget SA contains measures such as budget cost, budget revenue  The Project Performance SA contains a reduced set of dimensions that are applicable to all of the other SAs but contains FACT folders for each of the other SAs.

21. OVERVIEW OF PROJECTS DASHBOARDS

22. Overview of Projects Dashboards  There are five dashboards that are available out of the box in Project Analytics:- >Dashboards Index >Foundation Intelligence Library (FIL) >Project Executive >Project Management >Public Sector Projects

23. Dashboards Index

24. Dashboards Index - Continued  The Dashboards Index is often used as a landing page for Project Analytics  The index contains descriptions of all the tabs that are available in the Project Management, Project Executive and Public Sector Projects dashboards

25. Foundation Intelligence Library (FIL)

26. FIL - Continued  Comprises of a number of dashboards that each address a particular Subject Area  Each “gallery” of the FIL contains a collection of advanced BI analysis pages built on a particular subject area: History, Trending, Seasonality, 80/20, Benchmarking, Waterfall, Scatter…  The FIL provides best practice techniques for inspiring custom reports. They are a set of examples to help the use of OBI Applications

27. Project Executive

28. Project Executive - Continued  The Project Executive dashboard contains a group of requests that may be of interest to project executives e.g. Profitability management, cost management etc.

29. Project Management

30. Project Management - Continued  The Project Management dashboard contains a group of requests that may be of interest to project managers e.g. Project performance, financial management etc.

31. Public Sector Projects

32. Public Sector Projects - Continued  The Public Sector Projects dashboard contains a group of requests that may be of interest to organisations within the Public Sector e.g. Budget management etc.

33. CREATING A REPORT

34. User Steps  Identify the business issue  Create a “specification” >Model a dashboard Manuscript Powerpoint Excel –Especially where need to show numerical relationships >Clearly identify the axes >State the purpose >Usual version and authorization controls

35. Business Issue  Our construction business created a Special Projects Unit that took over projects from the other geographical businesses.  We believe that the overall spend and type of spend in these geographical divisions should now be about the same.  We need to see actual spend by >Organisation >Since January 2008, the date of the change

36. My Specification  Manuscript >Powerpoint easier to edit  Scanned  Sent  What came back!

38. Next Steps Identify the request

39. Next Steps Identify the axes

40. Next Steps Identify any other dimensions

41. Next Steps Identify the request Identify the axes Identify any other dimensions

42. The Dashboard

43. Dashboard - Time

44. Dashboard – Service Provision

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54. NorCal OAUG 2010 Training Day Thank you For further information, please contact Suhail.Maqsood@Rysigo.com