1. Director, Value Chain Products
The Value of the Value Chain Products
Michael Pearson
Director, SCM Practice
Optimum Solutions
Gerald O’Sullivan
Director, Value Chain Products
Oracle
>> © 2007 Optimum Solutions Group, LLC

2. Agenda Value Chain Products – Oracle Messaging
Introduction
Value Chain Products – Oracle Messaging
What Makes Up the Value Chain and the Value They Provide
New Products
Advanced Planning Control Center
Service Parts Planning
Existing Products
Question and Answers
Next Steps
>> © 2007 Optimum Solutions Group, LLC

3. Corporate Snapshot Corporate Snapshot
SERVICE OFFERINGS
Business Process / Knowledge Transfer Approach
Centers of Excellence: Oracle, PeopleSoft, JDE, Siebel, Demantra
SCM, Value Chain Planning, CRM, HCM, Financials, EPM, Portal, Business Intelligence
Industry leading Optimum MethodSM Toolkit and ExcelerateSM Methodology
Rapid Solutions
LifelineSM Production Support
Optimum Solutions is a full-service consulting firm, specializing in enterprise system implementation and integration solutions.
San Francisco
Corporate Headquarters
Los Angeles
Denver
Chicago
Eastern Region Headquarters
Washington D.C.
Dallas
Atlanta
>> © 2007 Optimum Solutions Group, LLC

4. Optimum | Oracle Leading Oracle Partner
Oracle and PeopleSoft have long recognized Optimum’s industry domain expertise and leadership position in target markets, viewing Optimum practitioners as trusted business advisors and industry thought leaders.
PeopleSoft Enterprise
We have significant experience with the newest releases of PeopleSoft Enterprise including working with v8.9 since late 2004 and continuing through our numerous implementations to date – a claim few can make. Optimum has conducted numerous national workshops on v8.9 functionality both on behalf of our existing clients and co-sponsored with Oracle Corporation.
Oracle E-Business
Optimum has consultants experienced with the Oracle 11i E-Business Suite applications since the introduction of release 9.3. We have seen the product evolve and mature from an initial release of core functionality to today’s robust ERP solution. As a result, we know how to maximize the benefits of Oracle and deliver exceptional added value to the enterprise.
>> © 2007 Optimum Solutions Group, LLC

5. The Value Chain Products
EBS Planning Products
Service Parts Planning
Strategic Network Optimization
Demantra Demand Management
Demantra Predictive Trade Planning
Demand Signal Repository
Manufacturing Operations Center
Advanced Supply Chain Planning
Inventory Optimization
Global Order Promising
Collaborative Planning
Advanced Planning Command Center
JDE Planning Products
Production Scheduling
PDP Collaborative Web Client
Advanced Planning Agent
Order Promising
Siebel and Trade Management
EBS Trade Management
Siebel Trade Management
Siebel Deductions
Siebel Consumer Goods Dynamic Catalog
Siebel Inventory and Order Management
Siebel Consumer Goods Quote and Order Capture
Siebel Sales Volume Planning
Siebel Trade Promotions
Siebel Consumer Goods Sales Handheld
Siebel Van Sales/Delivery
Siebel Distribution CRM Base
Siebel CG Customer OM Admin Server
>> © 2007 Optimum Solutions Group, LLC

6. Advanced Planning Command Center
Oracle® Advanced Planning Command Center provides decision makers
with a comprehensive solution that delivers powerful analysis of operational,
tactical, and strategic supply chain plans, robust scenario modeling and
management, and automated business process execution capabilities.
Make Supply Chain Decisions Based on Real-time Business Insight
Business Scenario Planning for Key Decision Makers
Seamlessly Move Between Analytics and Planning
Leverage Process Automation to Structure Execution of Your Scenarios
>> © 2007 Optimum Solutions Group, LLC

7. Service Parts Planning
Oracle® Service Parts Planning, a key component of Oracle's
comprehensive Service Management Solution, can transform your
after sales service and support operations from a cost center to a
key profit center and a source of strategic advantage.
Forecast, Replenish, and Redistribute your Service Parts
More Accurately Forecast Your Service Parts
Optimize the replenishment and redistribution of parts across
the extended service network
>> © 2007 Optimum Solutions Group, LLC

8. Demand Management Efficient and simple forecast management
Consolidated view
History
Statistical forecast
Overrides
Final forecast
Approvals
Forecast accuracy
Detect problem items and locations
>> © 2007 Optimum Solutions Group, LLC

9. Bayesian combined model Multiple causal factors
Forecast Analytics
Superior Bayesian-Markov Analytics
Bayesian Estimator
Historical data
Bayesian combined model
Multiple causal factors
Forecast
Estimator’s models
Bayesian mix modeling
15 model library
Auto-regressive moving average (ARMA)
Regression integrated winters
Logistic and logarithmic models
Ridge regression, Markov chain regression
Intermittent regression
Unlimited causal factors
Seasonality, weather, market indicators
Base + price + multi-event lift decomposition
Promotion effects
Cross-product and cross-location effects
Pre and post event
Automatic outlier detection
Trend long, short, dampening
Missing data interpolation
Shape modeling and auto-correction
Regime change
Fit and forecast validation
>> © 2007 Optimum Solutions Group, LLC

10. Advanced Forecasting & Demand Modeling
Net lift
Baseline
Past
Future
Past
Future
Gross lift DM
AFDM
Basic causal forecasting
Shows the cumulative impact of multiple factors that impact demand
Adds advanced statistical analysis
Breaks down the impact in to baseline (including trend, season, and causals), direct lift, indirect lift (cannibalization and halo), pre-effect (event anticipation), and post-effect (pantry loading)
>> © 2007 Optimum Solutions Group, LLC

11. Real Time Sales & Operational Planning
Source: AMR Benchmark Analytix 0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Complete order
fill rate
% Gross margin
% Customer
retention
Laggard
Industry norm
Best-in-class
Current % performance
Performance metric
© 2004 AberdeenGroup
Demand Driven leaders typically have:
15% less inventory
17% stronger order fulfillment
35% shorter cash-to-cash cycle times
S&OP leaders outperform their competitors:
Improved order fill rates
Increased gross margin
Higher customer retention
>> © 2007 Optimum Solutions Group, LLC

12. Real Time Sales & Operational Planning
Start quickly, integrated with ERP
Seeded data streams for data commonly used in the process
Seeded performance metrics
Seeded workflows
Seeded templates for collaboration
Seeded consensus planning worksheets
Easily tailored to your business
Configurable and extensible
Collaborate at any level
Complete out of the box support for a typical best practice sales and operations planning process
Daily KPI updates based on sales from prior day
Sales, Marketing and Operations with access to current information
Alerts on all plan changes or gaps
Manage customer accounts using point-of-sale data
Detailed planning ensures S&OP plans get executed
>> © 2007 Optimum Solutions Group, LLC

13. Predictive Trade Planning
Many standards reports and drill- down worksheets
Standard worksheets and reports are tailored to individual user needs
Field-level security prevents unauthorized viewing
Role-based delivery through dashboard
>> © 2007 Optimum Solutions Group, LLC

14. Predictive Trade Planning – Volume Tracking
Track volume based on shipments, POS, or syndicated data
Daily and weekly
Set alerts as required
Leverage integration profiles for syndicated data
Aggregate volume tracking
At retailer level
Cumulative current forecast versus plan
Base and incremental lift decomposition
Past—post event analytics
Future—updated forecast based on current market
Detailed volume tracking
Forecast versus plan
At retailer
Territory
Promotion group
Base and incremental decomposition
Tracking at retailer and territory levels
>> © 2007 Optimum Solutions Group, LLC

15. Predictive Trade Planning – Post Event Analysis
Compare planned versus actual results
Color coding highlights better than expected or under performing results
Lift decomposition to identifies components of lift including cannibalization
Drill down to speed analysis
Exception process can route analysis based on user defined rules
>> © 2007 Optimum Solutions Group, LLC

16. Promotion Optimization
Post-event evaluation
Pre-event simulation
Optimization
Evaluate performance after the fact
Provide directional guidance for future
Plan future promotions
Perform what-if analysis to design better promotions
“Smart Advisor”: Determine the best promotions
Key to widespread use of modeling
Price
Profit
What-if scenarios •
What we should do
How we did last time
>> © 2007 Optimum Solutions Group, LLC

17. Promotion Optimization
Typical
Demantra AFDM
Baseline versus incremental volume
Provides decomposition of incremental volume from advertising, promotions, or sales incentives
Granular lift analytics
Incremental volume lift coefficients maintained at lowest level
Localized promotion analysis
Allows shipments/replenishments to be adjusted by ship-to location
Cross product and customer effects
Determines cross-product cannibalization impact
Adjusts forecasts for product and customer cannibalization
Cross product
cannibalization
Pre and Post
promotion
effect
Incremental
Long term
growth
Competitive
switching
Baseline
Baseline
>> © 2007 Optimum Solutions Group, LLC

18. Questions & Answers Questions & Answers
>> © 2007 Optimum Solutions Group, LLC

19. Contact Information
“Quite simply, Optimum is the best ERP implementer in the marketplace.”
— George Abatjoglou
CFO, ChartOne, Inc.
Michael Pearson
Director, Supply Chain Management Practice
ext 8051 Or
ext 8051
>> © 2007 Optimum Solutions Group, LLC