Enterprise Performance Management Fekete Zoltán Oracle üzleti intelligencia és adattárház termékmenedzser
Enterprise Performance Management
umbrella: esernyő; egységet biztosító 2
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
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 2004
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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?
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Törvényi előírások és követelmények
• • • •
Sarbanes-Oxley Patriot Act Graham-Leach-Bliley Act Basel II Accord
• Belső és külső megfelelés • Kockázatok csökkentése • Felelősség, elszámoltathatóság
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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
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
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Performance Management or Business Intelligence?
Product Profitability Planning Forecasting Employee Performance
Customer’s Perspectives Are Framed Business Roles
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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
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Strategy – Provide the Industry’s First Enterprise Performance Management System • Comprehensive • Hot Pluggable
Set Goals
• Pervasive Plan
Align Insight Performance Action Report
Monitor Analyze
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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
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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 #203414
10% 3% 6%
Source: IDC, “Worldwide Business Intelligence Tools 2005 Vendor Shares,” July 2006, Doc #202603
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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
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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
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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
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
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
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
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 ..
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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
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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
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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
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The #1 BI Vendor Criteria “Ability to integrate with Existing Applications”
Source: InformationWeek
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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
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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
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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
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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
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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
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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
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