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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | CON7410 : Improve Profitability and Cash Flow with Oracle Financial Analytics Manuel.

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Presentation on theme: "Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | CON7410 : Improve Profitability and Cash Flow with Oracle Financial Analytics Manuel."— Presentation transcript:

1 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | CON7410 : Improve Profitability and Cash Flow with Oracle Financial Analytics Manuel Puyana Senior Principal Product Manager Oracle Business Intelligence Applications Rahul Sood Manager, Software Architecture and Development Regional Transportation District Srimathi Badri Senior ERP Developer Regional Transportation District Presented with Oracle Confidential – Internal/Restricted/Highly Restricted

2 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement 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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Program Agenda BI Applications Overview Financials Analytics Cloud - OTBI Financials Analytics Cloud – OTBI Enterprise Financials Analytics Cloud - Roadmap Denver Transit Authority Deployment Q&A Oracle Confidential – Internal/Restricted/Highly Restricted3 6

4 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | In The Cloud On-Premise Oracle Business Analytics Strategy Any Data Packaged Analytic Applications Engineered Systems Overview Full Suite of Analytic Tools 4

5 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |Oracle Confidential5 BI Applications Offerings BI Applications for Apps Unlimited and Fusion OTBI for Oracle SaaS Applications OTBI Enterprise for HCM,CRM and ERP On-Premise, Cloud and Hybrid 123

6 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |Oracle Confidential6 BI Applications Offerings BI Applications for Apps Unlimited and Fusion OTBI for Oracle SaaS Applications OTBI Enterprise for HCM,CRM and ERP On-Premise, Cloud and Hybrid 123

7 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle BI Applications for Apps Unlimited and Fusion Oracle Confidential7 Prebuilt Solutions for EBS, PeopleSoft, Siebel, JD Edwards, Fusion & more Coverage for all critical functional areas of HCM, CRM and ERP Designed for On-Premise or on-demand implementations Easy to adapt and extend with full customizations to specific business needs Tight integration with OLTP systems Fast time to value; Low TCO > 4000 customers

8 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Pre-built Topic Coverage Rapid Performance Insight CRM ANALYTICS ORACLE BUSINESS INTELLIGENCE FOUNDATION AND OTHER OPERATIONAL AND ANALYTIC SOURCES SOURCE ADAPTERS: SALES Pipeline Analysis Forecast Accuracy Up-sell/Cross-sell Cycle Times Lead Conversion Sales Team Effectiveness MARKETING Campaign Effectiveness Customer Insight Product Propensity Market Basket Analysis Campaign ROI SERVICE & CONTACT CENTER Service Effectiveness Customer Satisfaction Resolution Rates Service Rep Efficiency Service Cost Service Trends PRICE Price Segments Price Waterfall Analysis Deal Life Cycle Deal Desk Analysis Product Pricing Performance LOYALTY Member Demographics Membership Trends Promotion Cost Promotion Effectiveness Points Analysis ERP ANALYTICS FINANCIALS General Ledger Accounts Receivable Accounts Payable Cash Flow Profitability Expense Management PROCUREMENT & SPEND Direct & Indirect Spend Buyer Productivity Contract Compliance Supplier Perf. Purch. Cycle Time Employee Expense SUPPLY CHAIN & ORDER MGMT Revenue & Backlog Inventory Analysis Fulfillment Status Customer Status Order Cycle Time BOM Analysis PROJECTS Project Funding and Budget Product Cost Project Revenue Project Billing Project Profitability HUMAN RESOURCES Employee Productivity Compensation Talent Management Recruiting Analysis Learning Analysis Workforce Profile MANUFACTURING Plan to Produce Work Orders Inventory and WIP Quality Resource Usage Bill of Material Costing Kanban ENTERPRISE ASSET MANAGEMENT Maintenance History Maintenance Costing Asset Genealogy Breakdown & Preventive Quality Inventory STUDENT INFORMATION ANALYTICS Admissions and Recruiting Student Records Student Financials Oracle Confidential – NDA Bound

9 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | What’s New in BI Applications New Source Adapters New Talent Profile Analytics Procurement and Spend for JDE Fusion Applications (HR Analytics Module)

10 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Financial Analytics What’s New for  SubLedger Accounting Module Complete account balance analysis, including supporting reference balances and drill down to accounting transactions  Aging Snapshot restoration for Receivables/Payables during full load  AP to PO Drill Down now enabled  Fixed Asset Enhancements:  GL Posting Status support  GL Linkage to enable GL to subledger drilldown

11 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential11 BI Applications Offerings BI Applications for Apps Unlimited and Fusion OTBI for Oracle SaaS Applications OTBI Enterprise for HCM,CRM and ERP On-Premise, Cloud and Hybrid 123

12 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Embedded within every Oracle SaaS application – CRM, HCM, Finance, Supply Chain, etc. Real time insight on transactional data and events Secure – security roles of Source Application Extensible – understands and conforms to transactional data model extensions Built for LOB Users – Mobile, Packaged KPIs, Alerts Oracle Analytics Cloud Oracle Transactional Business Intelligence for Oracle SaaS Applications General Availability Now

13 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | OTBI - Extensive Reporting Content 13

14 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Sample Business QuestionsSample Metrics What is the total invoice amount that is on hold, by supplier? What is the total amount paid, by disbursement bank account? What invoices were included in this payment? What is the total amount paid, by currency? What payments weren't reconciled yet? What is the total amount paid, by supplier, for a particular period? What are the journal entered and accounted amounts for a given account and period? What unposted journals exist for a given period? What unapproved journals exist for a given period? Subject AreasSample Dimensions Cash Management - Bank Statement Line Charges Real Time Cash Management - Bank Statements Real Time General Ledger - Balances Real Time General Ledger - Journals Real Time Payables Invoices - Holds Real Time Payables Invoices - Installments Real Time Receivables - Adjustments Real Time Receivables - Credit Memo Applications Real Time Subledger Accounting - Journals Real Time Subledger Accounting - Payables Summary Recon. Real Time Time Ledger Business Unit GL Account Bank Account Asset Book Sample MeasuresSample Reports Receipt amount pending application Count of Receipts pending application Past due Count Applied prepayments in invoice currency Asset age Assets - Remaining life in Months Discounts taken and lost report. Payables credit memo matching report Payables withholding tax by Tax authority report Cross currency exchange gain and loss report Receipt forecast report Applied receipts Register On Account Credit Memo Gain and Loss Journal OTBI Reporting Content For Financials – Example Oracle Confidential – Restricted

15 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Real-time self-service operational reporting and ad-hoc analysis Analyze transactions across related business processes/ workflows Seamlessly leverage concepts from Fusion applications: security, flexfields, trees / hierarchies Pre-built business models and view objects for designing content without IT help Pre-packaged content offers a “best practice” library of pre-built metrics and reports 15 Oracle Transactional Business Intelligence (OTBI) Fusion Financials

16 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential – Restricted Oracle Transactional Business Intelligence (OTBI) Sample Reports For Fusion Financials

17 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential17 BI Applications Offerings BI Applications for Apps Unlimited and Fusion OTBI for Oracle SaaS Applications OTBI Enterprise for HCM,CRM and ERP On-Premise, Cloud and Hybrid 123

18 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Deeper SaaS Analytics for Cross Source views – e.g. Sales + Service + Marketing; HCM + Finance Cloud & On-Premise data sources – e.g. Cloud CRM + On- Premise ERP Extensible & Secure – similar to OTBI Deeper Analytics – Predictive Analysis, Data Mining, etc Built for Executives & Analysts – Mobile, Packaged KPIs, Alerts Oracle Analytics Cloud Oracle Transactional Business Intelligence – Enterprise General Availability Now for HCM

19 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | OTBI Enterprise for Financials Cloud Advanced and Cross-Source Analytics Oracle Confidential – Restricted Planned – Next 12 Months

20 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | OTBI Enterprise for Financials Metrics specifically tuned for Financials Cross-source Analytics bridging Projects and Procurement Proven results capitalizing on 1500 implementations worldwide Best-practice role-based dashboards for quick time to value Oracle Confidential – Restricted 1000+

21 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Controllers Reduce costs and streamline operations Benchmark results and examine cost variances Track prompt payment of account payables and collection of receivables Chief Financial Officer Control the cash flow position and understand sources and uses Manage liabilities Understand and monitor the company's profitability drivers Department Managers Drive and monitor revenue generating opportunities Keep and oversee a healthy cost structure Oversee the timely collection of customer payments Oracle Confidential – Internal21 Actionable Insight for Every Role

22 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Finance Executives need to leverage the integrated cloud for their full range of analytic needs: How do I get consolidated view of the data? How do I compare past financial results with current? How do I maintain a competitive cost structure? How am I doing compared to my peers? How do we improve operating practices to reduce costs and enhance process controls 22 Strategic Financials Management Modern Finance Cloud delivers Enterprise Analytics % % Financial Management Revenue Management & Collections Cash Management Travel & Expense Management Planning & BudgetingFinancial Analytics

23 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential – Internal23 HistoricalCurrentFuture OTBI Enterprise Historical Analytics (e.g.) Payment Performance AP Aging AR Aging DSO Monthly Trend Profitability Returns Trends Comparative Analytics (e.g.) Profitability Returns ROA Indicator Top 10 customer with highest avg. payment days Average Expenses by Category Benchmarking Predictive Analytics (e.g.) Delinquent Account Projection Account Collection Optimization Revenue/Profitability Projection Analytics Cloud For Financials OTBI and OTBI Enterprise seeing the past, present, and future OTBI Standard Historical Reports (e.g.) Receivables to Ledger Reconciliation Bank Statements and Reconciliation Operational Reports (e.g.) Account and Journals Analysis Trial Balances Payables Posted Reversed Receipts

24 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Planning & Budgeting Revenue Management and Collections Cash Management Travel and Spend Management Financial Management OTBI-Enterprise Oracle ERP Cloud Oracle Transactional Business Intelligence On Prem & 3 rd Party Data US and EU Financial Regulators Operational Strategic Predictive Analytics Cloud For Financials Powerful and Complete Oracle Confidential – Restricted External Benchmarking with XBRL data Cross- Source Analysis Cross- Source Analysis Cross-functional content Procurement & AP Order Management &AR Cross-functional content Procurement & AP Order Management &AR

25 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Fixed Assets CIP Asset Balance Accumulated Depreciation Balance by Period Leased vs. Non-Leased Assets by Count Top 10 Assets by Warranty Cost Gross Fixed Asset Cost Ratio Accounts Payable AP Aging by Supplier Group AP Aging Report DPO Monthly Trend Top 10 Suppliers by AP Balance Average Invoice Transaction Oracle Confidential Accounts Receivable AR Aging by Customer Category DSO Monthly Trend Top 10 Customers by AR Balance Top 10 Customers with Highest Avg. Payment Days Invoice Amount vs. Payment Amount Profitability Top 10 Customers by Operating Profit Profitability Returns Trend ROA (EBIT Basis) Indicator COGS Trend by Product Profit & Loss - Quarterly YTD OTBI Enterprise Content For Financials Existing Analytics Content Example

26 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Benefits of OTBI Enterprise for Financials Oracle Confidential – Restricted CROSS SOURCE  Integrate Financials Cloud data with Procurement or HCM Cloud  Integrate Financials Cloud data with On-Premise Sources (EBS, Psoft, JDE etc)  Integrate Financials Cloud data with 3 rd party data sources (e.g. XBRL ) CROSS FUNCTIONAL  Integrate Financials cloud data with Procurement, SCM, Projects and HCM Cloud data (Procurement, Supply Chain, Inventory, Headcount, Projects etc) ADVANCED  Historical, trending, and predictive analysis  Complex metrics (DSO, DPO, Return on Equity, Time metrics etc  Data enrichment (indexed data, external benchmarking FLEXIBLE  Extensible and Secure  Built for Analysts and Executives Provide Insight to improve Financials performance

27 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | OTBI Standard Real-time analytics offering, embedded in SaaS Applications Designed for line workers and managers Supports daily operations OTBI Enterprise Deeper analytics for a comprehensive view Designed for executives, managers and analysts Supports strategic planning, forecasting, problem solving, and other types of detailed analytics. Oracle Financial Analytics Cloud Summary Integrated Insights 27

28 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Roadmap OTBI and OTBI Enterprise Oracle Confidential – Restricted

29 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | OTBI for Financials Roadmap Release 10 New Content: Receivables Customer Subject Area New attributes in Payables subject areas to enable reporting against consigned inventory, line level approvals, and pre-payment transactions Enable reporting on budget amounts in General Ledger Balances Subject Area Enhance Revenue Mgmt. subject areas including additional attributes on pricing element, source document lines, and MEA adjustment history. Release 11 New Content: Expenses Subject Areas Additional attributes in Payables to track various costs related bringing a item to the final destination (transportation costs, handling charges,...) and in Receivables to support multi-fund. Release 9 New content: Budgetary Control Subject Area Support for withholding tax functionality- exposing additional attributes in AP subject areas Sample reports to several subject areas, including Revenue Management, Tax Withholding, Bill Receivables, Cross BU Payments. Release planning in progress

30 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | OTBI Enterprise Roadmap For ERP Content Personas, Content and Capabilities Release 8 (v1) /Release 9 (v2) Release 10 (v3) Release 11 (v4) Senior Executive/C Level Spend Analytics Sourcing Spend Classification Expenses Accounts Payable Internal Benchmarking Fusion Apps & Universal Adapter Procurement Manager Oracle Confidential – Restricted30 ERP V1 – Next 12 Months Commodity Manager Buyer Line Manager CRM & HCM Release 12 (v5) Senior Executive/C Level Procurement Contracts D&B data service Continuation of AP Accounts Receivable Budgetary Control Grant Accounting External Benchmarking (XBRL) F&A Manager AR/AP Manager Financial Analyst Dept Manager Senior Executive/C Level Supply Chain Cloud Projects Cloud Student Cloud Content details –TBD Advanced Analytics Supply Chain users Project Users Campus Administration Student Procurement & Financial Supply Chain, Projects & Student

31 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential – Restricted

32 Introduction: Regional Transportation District (RTD), Denver CO Population Served: 2.8 Million Service Area: 2,340 Square Miles (6,060 sq km) 40 municipalities, 6 counties, 2 city/counties 148 routes, 9,841 Stops with 139,083 scheduled miles/day Nearly 100 million boardings / year Fleet 1,002 Fixed route buses 172 Light Rail Vehicles 325 Paratransit Vehicles 32

33 Introduction: Continued 122 miles of new light rail and commuter rail Commuter Rail line to DIA opens in miles of Bus Rapid Transit (BRT) service 57 new transit stations 31 new Park-n-Rides; more than 21,000 new parking spaces New transit hub - Denver Union Station 33

34 Current State Oracle ERP Text file from transactional source system translated to excel spreadsheets and meaningful data to CFO and executives. Excel Spreadsheets Summary Income Statement Detail Balance Sheet Detail Expense Variance – Budget vs. Actual IT dependency on Discoverer reports 34

35 Business Issues Financial information not readily available to a wide audience that needs it for decision-making There is no ability for the requestor to easily modify the content and format of reports Absence of drill-down capability The ability to produce comparative scenarios is limited Graphs, charts, and other pictorial representations having to be manually produced Specialized reports such as AR aging, top ten lists, and financial ratios (current ratios, debt to equity, etc.) must be manually created 35

36 Why BI (Charter) Provide timely and accurate to make better and intelligent decisions concerning the operations (and to also expediently recognize any budgetary issues that may arise). Ability to drill down to the invoice level of financial information. Improves productivity by avoiding person-to-person requests for information, manual report creation and provides more timely data Information can be accessed remotely or electronically thereby avoiding paper production and distribution End-users having the ability to customize dashboards and reports on their own without IT/SME overhead. 36

37 Why BI (Charter) : Continued Single source of truth that is validated and accurate. Ability to set parameters/filters for report content avoids production of several reports to glean specific information Database information may be updated as often as needed to provide the most current data End user training and licensing is simplified by using BI as a single information source rather than training and licensing on the use of multiple systems 37

38 Project Methodology Small focused team business and IT Iterative development Continuous communication between Business/IT Leverage internal skillsets and resources. 38

39 Implementation Approach POC to start with (Out of the box financial dashboards) Users realizing the need to customize content Simplicity of tools provided to customize and migrate content Phased approach to focus on specific areas like GL, AP/AR(Release planning) Release Pre-Planning from March - April Iterations started in May 1st Release kick off go-live November 39

40 40 FUSION MIDDLEWARE WEBLOGIC OBIEE OBIA Build ODI OTD OAM OVD WEBGATE HARDWARE EXALOGIC EXALYTICS EXADATA Architecture

41 41

42 Implementation Phases Installation Configurations Data Load Customization to RPD Customization to Dashboards Migration

43 Installation Important Pre-requisite: –Upgrade the existing DB to from Choice of software only install or enterprise install for Oracle Business Intelligence Enterprise Edition Software Only Install mode requires Weblogic Server as a prerequisite Enterprise Install mode installs Weblogic Server Importance of temporary table space

44 Installation : Continued Issues with software only install

45 Knowledge Base –BI Apps Certification Matrix: (Please note the requirement for on the database) Media Pack for BI components downloads https://edelivery.oracle.com/EPD/Download/get_form?egroup_aru_number= https://edelivery.oracle.com/EPD/Download/get_form?egroup_aru_number= –Installation Guide: –Below is the link to the proactive support notification that document installing Software Only has problems. https://blogs.oracle.com/proactivesupportEPM/entry/warning_bi_applications_11_1 Installation : Continued

46 Functional Configuration : Setup Web GUI to do functional configurations. Oracle BI Applications Configuration Manager Functional Setup Manager (FSM) for Oracle BI Applications Options to choose the offerings in a module to deploy. Assign the tasks Monitor the task progress

47 Login credentials to BIACM Functional Configuration : Setup Continued

48 Configure the Offerings and Modules to deploy –Exclude Federal Financials Offering if not needed. Functional Configuration : Setup Continued

49 Assign the Tasks for the specified Offerings and BI modules to one or more Functional Developers. Functional Configuration : Setup Continued

50 Monitor the progress of the Implementation Project to check that the tasks have been completed. Functional Configuration : Setup Continued

51 Complete the functional configuration Tasks Functional Configuration : Setup Continued

52 Complete the functional configuration Tasks Functional Configuration : Setup Continued

53 BIACM Setup – Data Load Parameters Functional Configuration : Parameters Setup

54 BIACM Setup – Report Parameters Functional Configuration : Reporting Parameters

55 Product Category Set Functional Configuration : Continued

56 Source files to complete before a domain load of Financials Module. –file_glacct_segment_config_ora.csv –file_group_acct_codes_ora.csv –file_gl_hierarchy_assignment_ora.csv –file_fa_category_segment_config_ora.csv Functional Configuration : Continued

57 Seeded Domain Mappings of Group Account to Group Account Category Functional Configuration : Continued

58 Source File for Group Account Codes Functional Configuration : Continued

59 Domain Mappings of Group Account Codes reflect RTD Group Accounts Functional Configuration : Continued

60 Group Account to Financial Statement Item-Important for Subledger Dashboard Data Functional Configuration : Continued

61 EBS.txt file without format Need extensive formatting in excel Lack of data transparency CFO/AGM depend on Reporting accounting managers to get the report BI FSG Reports – Expanded Income statement – Detail Balance Sheet Drill Down capabilities Data Transparency Data view by Department/Cost center Ease of use by CFO/AGMs Functional Configuration : FSG

62 Lessons Learned: -Clean up of blank account ranges in source system -Resolve overlapping account ranges -Enter Row Names -Monitor Temporary table space during data load -Validate against source system Functional Configuration : FSG

63

64 Knowledge Base: –http://docs.oracle.com/cd/E38317_01/doc.11117/e36171/toc.htmhttp://docs.oracle.com/cd/E38317_01/doc.11117/e36171/toc.htm –Oracle® Fusion Middleware Configuration Guide for Oracle Business Intelligence Applications 11g Release 1 ( ) Part Number E –Oracle® Fusion Middleware Release Notes for Oracle Business Intelligence Applications 11g Release 1 ( ) E –BI Applications Blog: https://blogs.oracle.com/biapps/ Functional Configuration : Continued

65 Understanding the data flow is the Key to successful implementation of BI BIACM/FSMRepository Dashboard EBS Source System/File Source Domain Load Data Load Data Flow

66 Lessons learned during financial data load –Group Account changes –Domain Mapping Changes –Base Domain and Domain change –Issues in a data Load with FSG Data Load

67 Difference between Base Domain and Domain Change Data Load : Continued

68

69 Difference between Base Domain and Domain Change Data Load : Continued

70 After Full Data Load Data Load : Continued

71 Reset Data Warehouse Extract Date Data Load : Continued

72 Should the Domain load be done for all Modules to start with or can it be done as we implement each module one by one. Understanding difference between base domain and domain change. Issue in a full data load. How to resolve Duplicate data records and Unique Index creation Error because of duplicates. How to restart the data load after an error. How to generate the error tables (E$ tables) and retain the temporary tables in DW to debug How slowly changing Dimension impacts the incremental load and what should it be set to. Data Load : Continued

73 Knowledge Base Oracle® Fusion Middleware ETL Guide for Oracle Business Intelligence Applications 11g Release 1 ( ) Part Number E Data Load : Continued

74 Seeded Dashboards refer to seeded oracle group account codes hardcoded in RPD FSG Hierarchy Dimension refers to seeded hierarchy code Manage Session Variables, global variables, server variables. Manage Initialization Blocks and Connection Pools Customizations to RPD (Repository)

75 Operating Expense Budget for Q shows $46.3M Customizations to RPD : Continued

76 The Income Statement for Q from Oracle shows $140M for operating expense. Customizations to Repository-RPD

77 Seeded RPD-Total Operating Expense Customizations to Repository-RPD

78 Customization to RPD to reflect RTD Total Operating Expense Measure Customizations to RPD :Continued

79 Customization to RPD to reflect RTD Total Operating Expense Measure Customizations to RPD :Continued

80 Another Example of seeded RPD group account reference Customizations to RPD :Continued

81 Another Example of seeded RPD group account reference Customizations to RPD :Continued

82 After Customization of RPD Customizations to RPD :Continued

83 Drill Down capabilities Customization of filter criteria Graphs/charts/Pies and graphical representation of data Customize labels/headings for ease of use for users without Financials background. Customizations to Dashboards

84 Seeded Dashboard without Drill Down Customizations to Dashboards : Continued

85 Drill Down Feature Customizations to Dashboards : Contd

86 After Customization Customizations to Dashboards : Continued

87 Ability to Drill-Down Customizations to Dashboards : Continued

88 Knowledge Base: –Documentation: IESG307 IESG307 –Blog Entry: server-catalog-replication-across-redundant-servers/http://www.rittmanmead.com/2014/02/obiee-11g-presentation- server-catalog-replication-across-redundant-servers/ –Blog Entry: presentation.htmlhttp://obieelearner.blogspot.com/2012/07/replicating-oracle-bi- presentation.html Customizations to Dashboards : Continued

89 Migrate Mappings done in BIACM/FSM. Migrate RPD changes-same as Migrate Catalog changes- same as Migration of BI Components

90 Migration of BI Components : Continued

91

92 Final Product

93 RTD General Ledger - Overview

94 RTD General Ledger – Financial Structure

95 RTD Payables – Payments Due

96 RTD Receivables – Payments Due

97 RTD Payables – Payment Performance

98 RTD Monthly Financial Reports by Department

99 RTD Summary Income Statement

100 RTD Trial Balance

101 RTD Trial Balance Journal Line Entries

102 Future Plans 102 State of Good Repair ( Asset Lifecycle Analytics) Procure and Spend Analytics HR Analytics Projects and Grants Analytics Ridership Analytics Operational Performance Analytics Operator Work-Force Analytics Forecasting/What-If scenarios

103 RTD is ready to take on future BI projects and initiatives with a solid OBIEE foundation Rahul Sood Manager, Software Architecture and Development Srimathi Badri Senior ERP developer 103

104 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | “Must-Attend” Business Analytics Sessions 104 TimeSession NameLocation Mon 29 11:45 am & Tues 30 3:45 pm CON Oracle Business Analytics Product and Technology Roadmap Moscone West 3014 Mon 29 2:45 pm & Wed Oct 1 12:45 pm CON Oracle BI Cloud Service Overview and RoadmapMoscone West 3014 Tue 30 12:00 pmCON8417- Looking Ahead to the Next Generation of BI Technology Moscone West 3014 Tue 30 5:00 pmCON Oracle Business Intelligence Mobile: Innovative Analytics Moscone West 3014 Wed Oct 1 11:30 AM General Session [GEN9379]: Oracle’s Big Data Strategy—Unified Data Management and Analytics Moscone West 2008 Thu Oct 2 10:45 amCON7616 – Oracle Exalytics In-Memory Machine: Customer PanelMoscone West 3016

105 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Q&A Oracle Confidential – Restricted

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