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Purpose:
This document provides an overview of features and enhancements included in Oracle Fusion Applications 11gR1 Release 11.1.1.5.0
and applicable updates. It is intended solely to help you assess the business benefits of upgrading your existing Oracle Products to this
release, or implementing completely new Oracle developed products, and planning your I.T. Projects.

Disclaimer:
This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your
access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service
Agreement or other applicable contract with Oracle, with which you agree to comply. This document and information contained herein
may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without Oracle’s prior written consent. This document
is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or
affiliates.

This document is intended to outline our general product direction. It is intended for informational purposes only and solely to assist you
in planning for the implementation and upgrade of the product features described. Release information contained in this document is not
a firm development plan. Release information published here should not be used as the basis for customer delivery commitments, as
part of marketing efforts, or during contract negotiations. This 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, and
inclusion or not thereof in the commercially available version of the Software, if any, is subject to change at any time and is always at
Oracle’s sole discretion. This document is not considered part of the applicable program documentation.

Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without
risking significant destabilization of the code.

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‹# Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.

ORACLE
PRODUCT
LOGO

Oracle Fusion BI
Procurement and Spend Analytics
Premjith Balakrishnan, Product Management
‹#
December 2011
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Program Agenda

• Fusion BI Overview
• Procurement & Spend Analytics for Fusion
• Demonstration
• Value of Prebuilt Oracle BI for Fusion
• Oracle BI – Stepping stone to Fusion Applications

‹# Copyright © 2011, Oracle and/or its affiliates. All rights reserved.



BI in Fusion Applications
Solution Approach
Comprehensive Coverage
1. Real-time, self-service reporting
2. Historical and complex analysis with a data warehouse
3. Domain-specific, specialized analytics

Key Features
• Consistent user experience
– Identical tabular, graphical and visualization components used throughout
• Common semantic model
– Unified definition of key entities—Customer, Invoice, Date, Account, etc.—and calculations
• Tight integration with Fusion Applications
– Pervasive embedded analytics, role-based dashboards, and reports
– Architected for Fusion Apps: seamless integration with flex fields, trees, security, …
• Lower cost of ownership
– Shared installation, improved functional setups, and integrated systems management

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Broad Business Insight
Real Time – Historic – Forward Looking
Oracle • Real time, self service reporting directly off Fusion Apps data
Transactional BI • Pre-packaged content covering major Fusion Applications
(OTBI) • Built on Oracle BI EE technology

• Unlimited historical analysis, including trending and cross-domain insight


Oracle BI
• Pre-packaged data warehouse, ETL, metrics and interactive dashboards
Applications
• Available for EBS, PeopleSoft, JD Edwards, Siebel. Extending to Fusion Apps
(OBIA) • Built on Oracle BI EE technology

• Financial statements, sales territory planning, project performance, and


Advanced more built on Essbase technology
Analytics • Whitespace analysis built on Real-Time Decisions and Oracle Data Mining
technologies

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Analytics for Fusion Applications
Provides Answers to All Your Business Questions
What is What Why Did This What Will What Should
Happening? Happened? Happen? Happen? Happen?
Executive Management
Sales Executives, CFO
Oracle BI
Applications
Department Mgrs. (OBIA)
AP/AR Manager, General
Accounting Manager
Specialized
Analytics
Individual Contributors
Buyer, Planner, Credit
Analyst, Accountant
Oracle
Operational Users Transactional
AP/AR Specialist,
BI (OTBI)
Warehouse Manager

Business Intelligence Foundation

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Application Dashboards & Home Pages
Mashup of Reports and Portlets

• Personalize role based


Home Page
• Combine context aware
BI and transactional
content
• Navigate BI actions to
related Fusion
Applications information

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Reports and Analytics Work Area
Access Entire BI Catalog

• Browse and view entire BI Catalog


• Access personal & shared reports
• Launch BI tools for advanced actions
• Create new reports with BI Composer

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11
Embedded Analytics in Transaction Pages
Contextual, Relevant, Actionable

• Embed Analytics
within the Fusion
Applications business
processes
• Enable better
decisions with
relevant, context
aware Analytics

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BI Dashboards
Multi-Page Dashboards with Full Interactivity

• Launch entire BI
Dashboards from
Fusion Applications
• Gain insight from a
combination of
historical and
forward-looking
analytics

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13
BI in Fusion Applications
Pre-Built Analytics Content Coverage
Pillar Transactional BI* Analytic Applications*
AP, AR, GL, Sub-ledger Accounting, Cash
Financials AP, AR, GL, Profitability, Fixed Assets
Management, Fixed Assets
Core HR, Absence, Performance Management,
Human Capital Core HR, Absence, Performance Management,
Payroll, Goals, Compensation, Benefits, Profile
Management Accruals, Payroll, Transfers
Management
Supply Chain
Inventory, Shipping, Receiving, Costing, PIM, DOO Inventory, Shipping, Receiving, Costing, PIM, DOO
Management
Purchasing, Self Service Procurement, Supplier
Procurement Purchasing, Self Service Procurement, Sourcing
Portal, Sourcing
Project Portfolio Project Foundation, Costing, Billing, Control,
Project Foundation, Costing, Billing, Control
Management Profitability, Commitments, Cross Charge
Core Sales, Forecasting, Territory Management,
Core Sales, Forecasting, Territory Management,
Customer Quota Management, Sales Prediction Engine, Core
Quota Management, Sales Prediction Engine, Core
Relationship Marketing, Leads and Opportunity Landscape,
Marketing, Leads and Opportunity Landscape,
Management Customer Interactions, PRM, Incentive
Customer Interactions, Customer Data Quality, PRM
Compensation

* Items in RED are NEW areas in Fusion V1. Items in BLACK have already been available to Apps Unlimited customers

14 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.


Procurement & Spend
Analytics for Fusion

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Oracle Fusion Procurement
Drives Superior Savings
Facilitates Smart Broadens End-User Protects Business
Sourcing Self Service Interests

Procurement & Consumer Center Driven


Spend Analytics Experience Procurement

Role Based Embedded Unified Workflow


Dashboards Analytics Approvals

Integrated
Sourcing & Supplier Self- Document Change
Contracts Service Mgmt

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› 16
Oracle Fusion Procurement
Drives Superior Savings

Benefits from Analytics


 Pin point savings opportunities
Procurement & Consumer Center Driven
Spend Analytics Experience Procurement  Monitor key trends and period comparisons

 Measure key operational efficiencies

 Embedded analytics delivers actionable


Role Based Embedded Unified Workflow intelligence in context enabling insight to action at
Dashboards Analytics Approvals all levels of the organization

 Providing end users with visibility into supplier


performance and ratings at the point of
Integrated consumption
Sourcing & Supplier Self- Document Change
Contracts Service Mgmt

‹# Copyright © 2011, Oracle and/or its affiliates. All rights reserved.


› 17
Comprehensive Business Insight
Right Insight for the Job

Role Use Case Transactional BI (OTBI) Analytic BI (OBIA)


Managing What is the current count of late PO What % of PO schedules are late for this item
Buyer
Workload schedules? this quarter compared to previous quarter?
Procurement Procurement List all POs created this week that don’t refer What % of Purchase Order Lines refer a
Manager Performance agreements? Purchasing Agreement this quarter?
Category Sourcing What is the potential savings from a Response What are the top 10 realized savings from
Manager Savings line in Negotiation currency? Negotiations by Category?

Cross
Functional Single semantic model with conformed dimensions

Data Sources Homogeneous Heterogeneous


Fusion Applications-centric Multiple/disparate applications

Data Mgmt Granular Views Data warehouse w/transactional detail


No data movement Persisted data, Bulk and incremental
Data
Availability Real Time Periodic

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Procurement & Spend Analytics
Analysis Requirements Span OTBI and OBIA
Sample Analysis & Metrics Benefits
Spend Analyzer
• Embedded analytics on the Fusion
OBIA OTBI
• Addressable Spend • Purchase Order Header Amount work bench
• Payables Leakage Rate • Purchase Order Distribution Amount
• Invoice Price Variance • Invoice Amount • Real time, self service Procurement
Procurement Performance & Spend reporting directly from
OBIA OTBI Fusion workbench
• PO Matched Spend • Non Catalog Requisition Amount
• Contract Purchase Rate • # of unprocessed Requisition Lines • Pre-built dashboards and reports for
• Contract Leakage Rate • # of Requisition lines that don’t refer best practice metrics and analysis
• Average Purchase Unit Price a agreement

Supplier Performance secured by Fusion job role


OBIA OTBI • Integrated, Common semantic
• Late Receipt Quantity
• Supplier score model, extensible thus reducing the
• # of late PO schedules
• % Accepted
• PO Schedule Billed Amount
• Average Receipt Cycle Time • # of on late Receipts
total cost of ownership

‹# Copyright © 2011, Oracle and/or its affiliates. All rights reserved.



<Insert Picture Here>

Procurement & Spend


Analytics
Demonstration

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› 20
Value of Prebuilt BI for
Fusion Applications

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Analytics for Fusion Applications
Brings Greater Business Value

Most Intelligent Business Process


Integrated user experience:
What? Why? Who? How?

Fastest Time to Insight


Pre-built business content provides rapid solution
deployment

Solve Then Evolve


Modular design offers immediate value
and a foundation for enterprise deployment

‹# Copyright © 2011, Oracle and/or its affiliates. All rights reserved.


› 22
Who Uses OTBI? Which Business Questions?
Relevant and Actionable Insight for Everyone
Procurement & Spend Analytics – Key Objectives and Questions by Role
Real-time snapshot of “system health” / status checks.
Easy solution to send periodic information
Operational • Which open PO schedules are expected to be • What is the total number of processed
Users received today? requisition lines that are not fulfilled and
• How many response lines carry a Promised with a Need By date in the last week?
Date that is more than the Need By date on the • What is the current unfulfilled demand for a
negotiation line? procurement item?
Monitor efficiency of execution for current period
Department • How many PO schedules are open for a
• What is the count of late PO schedules?
purchasing item?
Managers • Which Blanket/Contract Agreements are due to
• What is the count of purchase orders that
expire in next 30 days?
are undergoing change order?
How am I doing against Target? 360 degree perspective across dept/process?
Executive • What is the total agreement amount released • What is the count of PO lines that refer a
for a purchasing item? Blanket Agreement line?
Management
• What is the total PO amount for a procurement • What is the total approved requisition
item in a Sold-to-BU? amount for a Requisitioning BU?

23 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.


Role-Based Best Practices Provide Relevant
and Actionable Insight for Everyone
Procurement & Spend Analytics – Key Objectives and Questions by Role
Meet operational objectives at minimum cost
Supply Chain
and • What is the pattern of Spend trend from year to
• Are we identifying and exploiting cost savings
year?
Procurement opportunities?
• Are our strategic suppliers ensuring a healthy
Executives • How efficient is the procurement organization?
supply line?
Ensure timely delivery of quality goods at low cost
Procurement • Are we sufficiently taking advantage of volume
• Which suppliers are not delivering quality goods
and discounts?
on time?
Commodity • Are prices creeping up? What could be done
• Are there large numbers of unprocessed
Managers to control them?
requisitions?
• Are there outstanding supplier payment
• Are our suppliers invoicing us correctly?
issues?
Ensure orders are placed with the most reliable supplier
• Can we better consolidate orders to get the
Buyer • Are we placing orders with reliable suppliers?
best volume discounts?
• Is our company fully utilizing strategic contracts
• Are we processing requisitions that are
in order to get the best value?
overdue?

24 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.


Example of Procurement & Spend Analytics
Decision Workflow Reduce Indirect Material Spend

Business
Which commodities have the largest spend?
Objectives /
Issues
Which business units are
exceeding their budget?
What are top 5 products by spend amount? Which business units have
large spend?

Is there out-of-contract
buying for these items?
• Business Function: Purchasing
Gain Is the spend trending up?
Insights • Role:
How many suppliers and what are their Commodity Manger
unit costs?
• Objectives:
Is cost trend in line with – 1) Reduce Indirect Spend
revenue trend? – 2) Develop strategic suppliers
Quantity bought from each supplier?

Identify supplier with lowest price,


Take Action Consolidate volume, and renegotiate
purchase contract

25 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.


Example Decision Workflow Business Function: Purchasing
Role: Commodity Manger
Objectives:
1) Reduce Indirect Spend
Reduce Indirect Material Spend 2) Develop strategic suppliers

Business
Objectives /

Drill to Detail
Issues Which commodities have the largest spend ?

What are top 5 products by spend amount ?

Is there out-of-contract buying for these


Gain
items?
Insights

How many suppliers and what are their unit


costs?

Quantity bought from each supplier?

Take
Action
Target Efforts to consolidate and save

26 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.


Fusion Apps Purchasing Home Page
Embedded Analytics Span OTBI and OBIA

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› 27
Fusion Apps Purchasing Home Page
Embedded Analytics Span OTBI and OBIA

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› 2828
Oracle Procurement and Spend Analytics
Transactional and Analytical
Spend Analyzer
Understand spending patterns and savings opportunities with increased visibility into direct and
indirect spend, enabling users to determine spend by commodities, products, services, suppliers and
contract usage.

Procurement Performance
Understand Procurement effectiveness and monitor procurement performance on regular basis in
order to identify bottlenecks and proactively take corrective action before they become major issues

Supplier Performance
Understand and track cycle times, supplier price performance, supplier scorecard, delivery
performance, and product receipt quality. Decrease costs and procurement cycle times and
minimize working capital.

Employee Expenses
Understand how the money related to travel and expenses is being spent by gaining a complete
picture of Employee Expenses, including approval cycle times, expenses by expense type,
expense report status, and more

‹# Copyright © 2011, Oracle and/or its affiliates. All rights reserved.


› 29
Analytics for Fusion Applications
Brings Greater Business Value

Most Intelligent Business Process


Integrated user experience:
What? Why? Who? How?

Fastest Time to Insight


Pre-built business content provides rapid solution
deployment

Solve Then Evolve


Modular design offers immediate value
and a foundation for enterprise deployment

‹# Copyright © 2011, Oracle and/or its affiliates. All rights reserved.


› 30
Engineered as a Single System
BI Embedded Throughout
Oracle Fusion Oracle Fusion Oracle Fusion
Financial Management Human Capital Management Supply Chain Management
Accounts Asset Global Human Workforce Benefits Product Master Distributed Order Global Order
General Ledger
Payable Management Resources Lifecycle Manager Management Data Management Orchestration Promising
Payments & Accounts Cash & Expense Compensation Performance Inventory Shipping &
Talent Review Cost Management
Collections Receivable Management Management & Goal Mgmt Management Receiving

Global Human Capital Supply Chain & Order


Common Modules Financial Analytics Network @ Work PIM Analytics
Payroll Analytics Management Analytics

Oracle Fusion Oracle Fusion Oracle Fusion


Project Portfolio Management Procurement Customer Relationship Mgmt
Project Project
Performance Self-service
Project Costing Purchasing Sourcing Customer Master Sales Marketing
Billing Reporting Procurement
Project Spend & Incentive Mobile & Outlook Territory & Quota
Integration Project Contracts Procurement Performance
Project Control Supplier Portal
Gateway Contracts Analysis Compensation Integration Mgmt

Procurement Analytics Sales, Marketing, Customer


Project Analytics and Partner Analytics

‹# Copyright © 2011, Oracle and/or its affiliates. All rights reserved.



Oracle Procurement and Spend Analytics
BI Applications Components
1 3 Pre-mapped metadata, including embedded best
Pre-built warehouse with 14 star schemas
designed for analysis and reporting on practice calculations and metrics for Supply
Procurement & Spend Analytics. Chain, Supplier, and other Business Users.
• Presentation layer
• Logical business
model
• Physical sources

2 4
Pre-built ETL to extract data from a large A “best practice” library of over 250 pre-built
number of operational tables and load it into metrics, Dashboards, Reports and alerts for
the DW, sourced from ERP, CRM and other Buyers, Inventory Managers, Procurement
sources. Managers and Supply Chain Executives.

‹# Copyright © 2011, Oracle and/or its affiliates. All rights reserved.



Oracle Projects Analytics
Transactional BI Components * 11.1.1.5.1 will support Fusion data source only

Prebuilt star schemas designed for Pre-built BI VOs for a large number of Pre-mapped metadata, including
analysis and reporting operational tables in Fusion applications embedded best practice calculations
BI Common Semantic Model

Real Time Queries

BI View Objects

Fusion Apps Transactional • Presentation layer


Database • Logical business model
• Physical sources

Reporting layer
• Ad-hoc query generation

• 24 Sample reports for


reference

‹# Copyright © 2011, Oracle and/or its affiliates. All rights reserved.



Fusion Analytics – BI Architecture
Pre Packaged Self-Service Query
BI Presentation Layer:
Fusion Embedded
Reports & &
Analytics
 Best Practice Library of pre-built
Dashboards Reporting dashboards, dashboard pages, reports,
metrics, and subject areas for ad-hoc
BI Foundation queries
OBIA Common Enterprise Information Model OTBI
Finance HCM SCM Procure Project CRM BI Common Semantic Model:
 Supports highly aggregated trending
Real Time
Queries and real-time transaction listings from a
OBIA Data Warehouse
single query model

BI View Objects:
ETL
BI View Objects  Are single source of truth for BI
Periodic Updates
 Represent facts and dimensions
Legacy & Oracle EBS
Fusion Applications  Implement Apps data security
3rd Party Applications
 Handle MLS

‹# Copyright © 2011, Oracle and/or its affiliates. All rights reserved.



Fusion OTBI and OBIA – By the numbers
Procurement and Spend Analytics

Pre-built Component OTBI BI Apps

Subject Areas 8 14

No of Metrics 140+ 430+

No of Reports 24* 286

Dashboards / Pages - 5 / 28

* Sample Reports

• Enhanced functional coverage


• Focused, contextual, embedded analytics for Fusion Apps

‹# Copyright © 2011, Oracle and/or its affiliates. All rights reserved.



Analytics for Fusion Applications
Brings Greater Business Value
Most Intelligent Business Process
Integrated user experience:
What? Why? Who? How?

Fastest Time to Insight


Pre-built business content provides rapid solution
deployment

Solve Then Evolve


Modular design offers immediate value
and a foundation for enterprise deployment

36 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.


Oracle BI Applications
Analysis Spanning Heterogeneous Sources in a Conformed Model

Marketing Procurement and Financials


Spend
Sales

Price Projects
Service and
CRM Human Resources ERP
Contact Center ANALYTICS ANALYTICS
Product
Customer Data
Supply Chain & Information
Loyalty Management*
Order Management Management*

ORACLE BI FOUNDATION

AND OTHER OPERATIONAL AND ANALYTIC SOURCES


* New for Fusion Applications

37 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.


Oracle’s Enterprise Performance Management System
Complete. Open. Integrated.

Planning & Strategy


BI / EPM

Forecasting Management
Apps

CRM Industry
ERP Analytics
Financial Close & Profitability Analytics Analytics
Reporting Management

Interactive
Query & Analysis Scorecards Reports & Publishing Office Search Detect & Alert Embedded Mobile
Dashboards
Platform
BI/EPM

Common Enterprise Information Model

BI Server Essbase Dimension Predictive Analytics


Management

OLTP & ODS Data Warehouses Exadata OLAP Packaged Unstructured Excel Business
Sources

Systems Data Marts Sources Applications & Semi- XML/Office Processes


Data

(Oracle, SAP, Others) Structured

38 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.


All Analytic Apps Work on BI Mobile
Example: Procurement and Spend Analytics

‹# Copyright © 2011, Oracle and/or its affiliates. All rights reserved.



Drastically Improved Cost of Ownership
Analytics for Fusion Applications

• Single installer across Fusion OLTP, Fusion BI and supporting technology


• Automated provisioning rather than manual connection configurations
• New Functional Setup Manager interface to manage the install &
configuration tasks
• New Configuration Manager interface to manage detailed warehouse
configurations such as currencies, domains
• BI Extender to propagate flex field configurations into BI and ETL metadata
• Shared runtime metadata for function security, data security, hierarchies,
effective dating, set ids, field descriptions/translations, list of value
• Shared systems management using Enterprise Manager

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The New Standard for Adoption
Choice of Deployment Options
Public Cloud Private Cloud

Deployment Options

On Premise Hybrid

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Oracle BI Applications
Stepping Stone to Fusion for Current
Oracle Applications Customers

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Oracle BI Applications Implementation Strategy
Insight for Today’s Applications and for Fusion

1. Add insight layer over existing IT


assets
– Use prebuilt BI Apps to implement
quickly and follow best practices
– Start with a single area or tackle Oracle EBS
Oracle EBS
several in parallel Order
Financials
Management
– Also build custom analytic apps as
necessary Oracle BI
Applications
2. Benefit from enterprise-wide
analysis as you broaden your
Siebel CRM Other Apps
implementation
3. Incorporate Fusion Apps using
same architecture and technology Oracle Fusion
Applications

‹#› Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Example: Oracle EBS to Fusion Evolution
Before Fusion
Apps Unlimited Pre Packaged Self-Service Query
Reports & &
• Faster time to Dashboards Reporting
value w/prebuilt
adapters for CRM BI Foundation
and ERP
applications OBIA Common Enterprise Information Model
Finance HCM SCM Procure Project CRM
• Improve spend
visibility and
identify savings OBIA Data Warehouse
opportunities
ETL
• Improve Contract Periodic Updates
utilization and
operational
Legacy & Oracle EBS
efficiency
3rd Party Procurement

‹#› Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Example: Oracle EBS to Fusion Evolution
Co-Existence
Apps Unlimited Pre Packaged Self-Service Query Fusion Fusion Apps
Reports & & Embedded
• Faster time to Dashboards Reporting Analytics • Embed analytics
value w/prebuilt directly into key
adapters for CRM BI Foundation business
and ERP processes
applications OBIA Common Enterprise Information Model OTBI
Finance HCM SCM Procure Project CRM • Deliver real-time
• Improve spend and analytical
visibility and Real-Time reporting in a
identify savings OBIA Data Warehouse Queries single user
opportunities interface
ETL
• Improve Contract Periodic Updates
BI View Objects • Integrated with
utilization and Oracle’s next-
operational generation Fusion
Legacy & Oracle EBS Fusion
efficiency Procurement
3rd Party Procurement Procurement

‹#› Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Example: Oracle EBS to Fusion Evolution
With Fusion
Pre Packaged Self-Service Query Fusion Fusion Apps
Reports & & Embedded
Dashboards Reporting Analytics • Embed analytics
directly into key
BI Foundation business
processes
OBIA Common Enterprise Information Model OTBI
Finance HCM SCM Procure Project CRM • Deliver real-time
and analytical
Real-Time reporting in a
OBIA Data Warehouse Queries single user
interface
ETL
Periodic Updates
BI View Objects • Integrated with
Oracle’s next-
generation Fusion
Legacy & Fusion
Procurement
3rd Party Procurement

‹#› Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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