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全面商业智能

李小四BI资深顾问

2

ERP分析 CRM 分析行业分析

战略管理计划预算

ExcelXML

OLTP & ODSSystems

Oracle, PeopleSoft, JDE，Siebel, SAP, Custom

BusinessProcess

Data MartsData Warehouse

Database MachineOLAP Cubes

Oracle EPM/BI完整、开放、集成

交互式仪表盘

报表发布随机查询预警和监控

移动设备访问

Office 集成

查询嵌入式应用

融合中间件

通用企业信息模型

商务智能基础

信息访问

完整和

集成的应用

统一共享的

管理平台

盈利性分析财务关帐和报告

3

BI @ Huawei

CRM

Procurement and Spend Analytics,

Fusion Edition

Business Intelligence Management Pack

Business Intelligence Enterprise Edition (BIEE)Reporting & Analysis

ERPBI Tech

Data Integration Data Integrator and Application Adapter for Data Integration

2009, In Use 2009, Not Used 2010, In Used Future

Scorecard and Strategy Management

Business Intelligence for Mobile

BI Apps

2010, Not Used

Services Analytics, Fusion Edition

Financial Analytics , Fusion Edition

Human Resources Analytics, Fusion

Edition

Sales Analytics, Fusion Edition

Marketing Analytics, Fusion Edition

Supply Chain & Order Management

Analytics, Fusion Edition

Project Analytics, Fusion Edition

Contact Center Telephony, Fusion

Edition

Spend Classification Partner Analytics, Fusion Edition

Product Information Management


Customer Data Management


Real-Time Decision Server

Essbase Plus

Loyalty Analytics, Fusion EditionRTD Apps

Real-Time Decisions Base Application

Real-Time Decisions for Siebel Intelligent Offer

Generation

Real-Time Decisions for Siebel E-Commerce

Price Analytics, Fusion Edition

4Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

1. BI Tech

5

交互式

仪表盘

地理信息可视化

Office应用软件集成

移动设备报表

BIEE 11g 新特性完整、一致、精确

应用软件&门户

搜索Ad-hoc

查询

协同

记分卡

6

集成的、开放的、协同的Oracle BIEE Plus 11g

通用企业信息模型

• 跨所有数据源的通用的元数据基础• 通用的安全机制、访问控制、认证、审计追踪等

• 通用的查询生成，优化数据访问服务

• 通用的集群、负载管理及部署

• 通用的系统及运营生命周期管理

交互式仪表盘

报表和发布器

Ad-hoc 分析

检测警报

与办公应用集成搜索嵌入

数据整合

移动工具

绩效记分卡协作

OLTP & ODS系统

数据仓库数据集市

成套应用软件(Oracle, SAP, Others)

ExcelXML/Office

业务流程

OLAP数据源

Exadata 非结构化 &半结构化

交互式仪表盘

报表和发布器

即席分析

检测警报

与办公应用集成搜索嵌入

数据整合

移动工具

绩效记分卡协作

7

新交互式可视化以更高的可视性来更快地获取业务洞察力

• 丰富的交互式可视化

• 动画转换

• 范围和分页滑块

• 图例式互动

• 主从复合结构链接

• 广泛应用的、可扩展的图表类型

• 跨Oracle产品线的保持一致的高保真图表

8

Oracle 记分卡和战略管理战略管理&目标设置

• 与BI组件集成– 将KPI作为核心元数据

– 阀值、责任人、历史数据

– 自动生成交互式分析

– 链接相关目标&行动

• 自动检测

– 通过触发阀值来发出KPI预警

• 战略可视化

– 战略地图和战略树

– 原因与结果

– 监控列表

– 注解和覆盖

• 所有方法论

– 平衡记分卡，六西格玛，Baldrige

11

空间智能Spatial分析达到了新的深度和广度

实际上，甲骨文在“扳道岔”，并且在将空间信息融入产品功能，这种能力在现在是非常需要的。与这样一个公司竞争是很可怕的。

微软, 请提防...最近我们还未听说很多关于地理空间和SQL Server的集成...你有面临出局的危险。IBM只继续和ESRI合作，而对于这个可能会错过的机会，IBM仍然坚持自主研发。

• 大多数BI数据已经包含了分析的地理维度

• 通过空间可视化和数据提供更加深入的分析洞察力

• 增加了BI系统与地理信息系统的投资回报率

http://www.directionsmag.com/

12

Oracle 商务智能搜索安全的企业级搜索

• 可搜索所有商务智能对象– 元数据，维度，提示，层次结构，报

表…

– 所有数据来源

– 全文检索

• 加强的的全防卫安全– 功能和数据安全

• 对用户来说– 很容易找到报表、分析和仪表盘– 以正确的上下文来执行选定报表

• 对分析员来说

– 寻找所有受业务模式变化影响的对象

13

Oracle Business Intelligence MobileOnline BI

• 建立在 OBIEE Foundation上

• Apple iPhone, iPad

• OBIEE 安全模式

– SSL, SSO

– 13 –

14

Oracle Business Intelligence Mobile报表可重用性

• 可重用OBIEE 分析内容，包括：

– 自定义查询

– 代理

– 计分卡

– 交互式仪表盘

– 向导式分析流程

– 主从式分析

– 报表

– 筛选器

– … – 14 –

16

形成业务分析的闭环业务洞察到执行

传统BI

登录系统

分析问题及原

因

邮件告警

电话

沟通

问题的发现到分析

Oracle

得到

预警

深入了解原因

导航到根源

触发

行动

问题的发现到行动

– 16 –

• 业务流程之上的BI • 业务流程之中的BI

• BI发起业务流程

17

执行框架Action FrameworkSOA集成

主动触发业务分析流程和行动：

Oracle Innovation

• 调用 Workflow/Business

Processes (BPEL)

• 发送消息和推送事件 (ESB)

• 导航到BI内容

• 导航到分析应用视图

• 导航到网页内容

• 执行Java方法

• 执行Siebel 工作流

• 触发一个Delivers iBot

• 推送BI内容

• 推送网页内容

• 触发Web Service

18

Oracle 商务智能运行管理通过Enterprise Manager进行综合支持

• 统一系统管理– 跨所有组件

– 跨整个生命周期

• 性能监控与调优– 诊断和故障排除

– 跨单一环境和集群

– “单击”扩容及在线集群

– 动态能力规划

• 所有操作任务自动化– 开发，测试，部署

– 扩容与调优

– 打补丁及升级

– HA打补丁（滚动重启）

19

Oracle 商务智能11gR1总结

• 提供查询分析、OLAP、报表和记分卡的最佳产品

• 建立在完整、开放及架构统一的商务智能基础上

• 与领先的套装商务智能和企业绩效管理应用软件相整合

• 为客户提供卓越的一致性和可见性，更快地创造价值


2. BI Apps

21

预置的商务智能应用软件(BI Apps)商务智能企业版11gR1

CRM

分析

ERP

分析

ORACLE 商务智能企业版

以及其他操作和分析源

销售

市场营销

服务和联系中心

价格管理忠诚度管理

财务采购与费用

供应链与

订单管理

项目管理

人力资源

http://www.siebel.com/

http://www.sap.com/index.asp

http://www.peoplesoft.com/corp/en/public_index.jsp

22

BI应用软件的基础架构概览– Oracle 商务智能11gR1

• 嵌入到Oracle领先的ERP, HCM, CRM, SCM应用软件当中

• 领先的套装商务智能应用软件基础架构

• 领先的企业绩效管理应用软件的基础架构

• Oracle 商务智能与其他领先的套装应用软件集成


2.1 BI Apps —— ERP Analytics

24Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 2

4

预先映射的元数据，包括分析、管理以及其他业务用户的嵌入式最佳实践计算和量度

表示层

20 Subject Areas

业务逻辑层

22 Fact and 53 Dimension

Tables

物理层

3

为各个角色提供了一个“最佳实践”库，其中包含 250+ 多个预建量度、Dashboard、报表和警报等展示

4

Oracle Supply Chain and Order Management Analytics

针对供应链分析而设计的预建数据仓库，具有31+个星型模式，包括订单，库存，执行情况和应收账款等分析数据

1

预先构建的 ETL 可从 3,000 多个操作表中提取数据，并将其载入来自 SAP、PeopleSoft、Oracle EBS 和其它源的数据仓库

2

Customer Status History

Sales Invoice Lines

Sales Order Lines

Sales Cycle Lines Sales Pick Lines

Sales Backlog History

Inventory Transaction Inventory Balance

Sales Backlog Lines

Inventory Bill of Material

Customer Status HistoryCustomer Status History

Sales Invoice LinesSales Invoice Lines

Sales Order LinesSales Order Lines

Sales Cycle LinesSales Cycle Lines Sales Pick LinesSales Pick Lines

Sales Backlog HistorySales Backlog History

Inventory Transaction Inventory BalanceInventory Balance

Sales Backlog LinesSales Backlog Lines

Inventory Bill of Material


5

BENEFITSSAMPLE METRICS

Order Effectiveness

• Order revenue by product

• Top 10 orders

• Order/invoice revenue by sales

organization

• Average order size

• Discount trend

• Average products per order

• Order/invoice revenue trend

Employee Performance

• Employee order/invoice revenue

• Top performers

• Employee average order

discount

• Accelerate the order to cash

process through more

effective order fulfillment

• Spot troubled orders in

backlog

• Identify product flaws to

reduce returns and

cancellations

• Focus collection efforts on

customers with large

overdue balances

• Increase customer

satisfaction through on-time

delivery

• Better manage sales cycle

for faster revenue

recognition

• Discover process bottlenecks

Customer Performance

• Customer scorecard

• Top customers

• Recent customer orders

• Recent customer invoices

• Number of new & lost customers

Fulfillment Efficiency

• Shipping performance trend

• Orders not fulfilled

• Backlog trends

• Return amount trend

• Top cancelled/blocked orders

• Backlog by location/product

• Current blocked, delinquent and

unscheduled backlog

• Largest overdue balances

• Ship to bill days aging

Oracle Supply Chain & Order Management Analytics Provides Insight to Drive Revenue Recognition

Inventory Visibility• Available, blocked and inspection

quantities

• Inventory by location

• In-transit amounts and reorder

quantities

• Inventory movements, unit and

group cost

• Inventory turns and adjustments

• Replenishment, restricted and

returned quantity

• Issue versus Receipt quantity


Project Analytics Components

预先映射的元数据，包括分析、管理以及其他业务用户的嵌入式最佳实践计算和项目指标

为各个角色提供了一个“最佳实践”库，其中包含 100+ 多个预建量度、Dashboard

、报表和警报等展示

预先构建的 ETL 可从 3,000 多个操作表中提取数据，并将其载入来自 SAP、PeopleSoft、Oracle EBS 和其它源的数据仓库

针对项目分析而设计的预建数据仓库，具有7+个星型模式，包括项目预算，状态，成本，利润，收入等分析数据

• 表示层

• 业务逻辑吃

• 物理层

1 3

2 4


ANALYSIS & METRICS BENEFITS

Funding and Budgets• More timely, informed decisions at all

levels of the Project organization

• Control Project costs before they impact

Project profitability

• Maximize cash flow with better insight into

payables, commitments and billings

• Control the risk of overall project portfolio

• Control the budgets and Improve the

profitability

• Identify at-risk projects and initiate

corrective actions

• Empower project team with the ability to

manage projects better

Project Cost

Project Revenue and Billing

Project Profitability

• Agreement Amount• Baseline Amount• Allocated Amount• Original Cost Budget • Current Cost Budget

• Original Revenue Budget • Current Revenue Budget• Forecast Cost Budget• Forecast Revenue Budget• ITD, QTD, YTD Metrics

• Burdened Cost• Burden Cost• Raw Cost• Equipment Cost• Equipment Efforts

• People Cost• People Efforts• Billable Cost• Non-Billable Cost• ITD, QTD, YTD Metrics

• Revenue Amount• Revenue Quantity• Unbilled Receivables• Unearned Revenue• Invoiced Amount

• # of Approved Invoices• Retention Billed• Retention Withheld• Write-off Amount• ITD, QTD, YTD Metrics

Oracle Project Analytics Provides Insight to Better Manage Projects and Improve Profitability

• Margin• Margin-ITD• Margin Percent• Margin Percent -ITD• Forecast Margin

• Margin Change • Cost Variance• Forecast Cost Variance• ETC Burdened Cost• ETC Revenue


2.2 BI Apps —— CRM Analytics


Contact Center Telephony Analytics Components

预先构建的 ETL 可从多个操作表中提取数据，并将其载入来自Siebel和其它源的数据仓库

为各个角色提供了一个“最佳实践”库，其中包含 150+ 多个预建量度、Dashboard、报表和警报等展示

预先映射的元数据，包括分析、管理以及其他业务用户的嵌入式最佳实践计算和呼叫中心指标

• 表示层业务逻辑层

• 物理层

针对呼叫中心分析而设计的预建数据仓库，具有15+个星型模式，包括服务，呼叫中心等分析数据

ACD Event Contact Center Performance

Benchmark and Target

IVR History

Service RequestRep Activity

1 3

2 4


0

BENEFITSSAMPLE METRICS

Contact Center Performance

• Target average talk time

• Benchmark average handle time

• # of calls completed in IVR

• Sales closure call time

• Total call sales revenue

• Abandoned chat volume

• % of benchmark average queue

hold time

Agent Performance

• Actual # of reps

• Login duration compliance %

• Actual # of breaks

• Answer call rate

• Customer hang up volume

• More timely, informed

decisions at all levels of

the contact center

organization to improve

service experience

• Reduce call handle times

• Increase first call

resolution rates

• Better manage contact

center performance

• Reduce abandon rates

• Gain clarity into agent

performance

• Identify and replicate

best practices

IVR

• # calls entering IVR

• # calls transferred out of IVR

• % calls transferred out of IVR

• Time in IVR in minutes

Service Delivery and Cost

• Service level

• Total call sales revenue

• Revenue per call

• Chat revenue per minute

• Contact cost

• Contact profitability

• Average cost per contact

center

• Average cost per employee

• Average cost per minute

Customer Service

• First and final contact

resolution

• Closed unsatisfactory volume

• Channel abandonment

• Service level usage

• Closed satisfactory volume

• Contact volume by channel

Oracle Contact Center Telephony Analytics Provides Insight to Provide Optimal Service

31

Partner Analytics Overview

• 超过300+ 预置报表

• 包括数以千计的预映射属性

– 销售

– 服务

– 市场

– 客户

– 产品

• 预定义分析导航路径和自动过滤等多种功能

32

Partner Analytics分析主题

• 渠道执行报表

• Partner 销售机会

• 客户分析

• Partner 绩效

• Partner 级别分析

• 产品分析

• Partner 服务分析

• Partner 市场分析

• Partner 效率分析

33

Price Analytics Components

预先映射的元数据，包括分析、管理以及其他业务用户的嵌入式最佳实践计算和呼叫中心指标

为各个角色提供了一个“最佳实践”库，其中包含 393+ 多个预建量度、30多个Dashboard、90+多个报表和警报等展示

预先构建的 ETL 可从多个操作表中提取数据，并将其载入来自 Siebel其它源的数据仓库

针对定价分析而设计的预建数据仓库，具有标准星型模式，包括财务等分析数据

• 表示层

• 业务逻辑层

• 物理层

1 3

2 4

34


Profitability and Policy Effectiveness

Leverage a single consolidated view of profitability and powerful analytics to:

• Visualize price erosion and the resulting true, realized price

• “Close the Loop” on pricing actions by monitoring price and discounting trends

• Be alerted to unexpected changes

• “Find the Offenders” to plug revenue and margin leaks

• Improve insights using advanced statistical analysis to aid decision support

Deal Desk

Price Profile and Segments

Customer and Product Performance

Oracle Price Analytics Provides Insight to Manage Price Effectiveness

• Product and Customer Pricing Variance

• Waterfall Variance

• Discount effectiveness

• Price Band Analysis

• Revenue Waterfall for Quotes

• Deal Process Trend

• Pricing Exceptions Analysis

• Top 10 Quotes

• Price versus Revenue Comparison by Segment

• Price Segment Distribution by Product and Region

• Pocket Discount versus Quantity

• Customer Profitability & Product Profitability

• Average Pocket Price Trend

• Contribution to Product Margin

35

Loyalty Analytics Components

1针对客户忠诚度分析而设计的预建数据仓库，具有12+个星型模式，包括忠诚度等分析数据

3预先映射的元数据，包括分析、管理以及其他业务用户的嵌入式最佳实践计算和忠诚度指标

2预先构建的 ETL 可从40+ 多个操作表中提取数据，并将其载入来自SIEBEL和其它源的数据仓库

4为各个角色提供了一个“最佳实践”库，其中包含 170+ 多个预建量度、4个Dashboard、60+多个报表和警报等展示

表示层业务逻辑层物理层Loyalty Promotion Accrual Redemption

Revenue Tier Movement Partners

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 35


6


Loyalty Program & Promotions• Monitor the effectiveness of the loyalty

program. Identify the most valuable customers.

• Drive your customer behavior in your favor by

closely observing the customer transactions

and rewarding the right ones.

• Measure the effectiveness of your Loyalty

partnership programs.

• Track the effectiveness of Loyalty promotions

and the response rate.

• Track how the loyalty program members are

availing their rewards. How fast are they

earning / burning the loyalty points and moving

in the member tier.

Membership Analysis

Loyalty Transactions

Partnership Analysis

Loyalty Financials

• Loyalty Program Effectiveness

• Program Points Summary

• Promotion Response Rate• Top Promotions• Promotion Success by

Customer Segment

• Membership Growth• Demographic Analysis• Member Activities by

Tier

• Tier Movement Analysis• Member Value, RFM Analysis• Points Earning and Burning

Rate Analysis

• Transaction Summary by Tier

• Products & Redemptions

• Accrual and Redemption Analysis

• Liability Analysis

Oracle Loyalty Analytics Provides Insight into the effectiveness of the Loyalty Program

• Partnership Effectiveness

• Liability Analysis

• Partner Referrals and Revenue

• Partner Transactions

• Loyalty Balance Sheet• Revenue Analysis• Cost Analysis

• Loyalty Program Revenue


3. Real-Time Decision (RTD) Applications

3838

Real-Time Decision Engine

Data Warehouse

Campaign

Management

Data

Mining

Web ATM Kiosk POSIVR

Business

Intelligence

Contact

Center

Telco Fins Retail Health Travel Others

Oracle RTD Provides a Real-Time Decision EngineDelivering Decisions as a Service

Gov

3939

Cross Sell & Up Sell

• Inbound

– Cross Sell / Up Sell based on Customer Profile

• Outbound

– Obtain potential customer list from outsiders

• RTD -> Real Time Decision

– Call Center

– Internet Banking

– Core Banking System

Oracle Other

Venders

4040

Business Intelligence FoundationTurning Insights into Actions

Operationalize

Business Intelligence

into Applications4

Produce process

intelligence for

consumption.

3

Explore data for

process

performance drivers

Common Enterprise

Information Model

2

Extraction / Transformation / Load

OLTP & ODS Systems

Data WarehouseData Mart

ScoresProcess intelligence

Business Processes

1Establish the business

intelligence foundation

BI Foundation

Oracle RTD

4141

Business Intelligence & Process ImprovementTurning Insights into Actions - RTD Approach

Common Enterprise

Information Model

OLTP & ODS Systems

Data WarehouseData Mart

Scores

Business Processes

Multiple Goals

Management

Self-adjusting Predictive

Models & Rules

Closed Loop

Process Integration

Scores

RTD Decision

Service

Using rules and

predictive

models to

optimize

business

processes by

way of analytics

4242

Self-Learning: A Process Perspective

Traditional Learning Process: models lag by weeks or months

Continuous Self-Learning Process: models are updated in real-time

feedback: days or weeks

Operational

Applications

feedback: immediate

decisions

events

Self-Learning

Analytics

input from

external models

and lists

Source

Databases

Analytical

Mart

Data Mining

Tools

Scores

and Lists

Operational

Applications

Advantages:

• Automatic model creation

• Quick to react when behavior changes

• Allows broader scope of analysis

• Simple to implement and run

4444

RTD SolutionsRTD for Fusion Ecommerce

Process

ConnectorsData

Mappings

EDW

Siebel

OLTP

Offline

models

RTD-Ecommerce Inline Service

RTD Platform

Siebel

Peoplesoft

Custom …

Rules &

Models DecisionsPerformance

Goals

Data integrationFront-end integration Decision Service

• Display of recommended offers

and promotions in Siebel Self-

Service Ecommerce Interface

• Pre-integrated RTD Decisions

within Ecommerce Workflow

• Best practices rules and models

for selection of Web Offers

• Business Intelligence Reports

• Data integration with

unified CRM and BI

underlying data models

• Ecommerce Best

Practices for Predictive

Modeling

Optimized list of

recommended products

Pre-built data

mappings

Pre-built self-

learning predictive

models

List of predictors

4545

RTD SolutionsRTD for Siebel Intelligent Offer Generation

• Cross-selling & retention

messages display in Siebel applets

• Integration of responses as offer

activity records

• Offer synchronization with Siebel

Marketing

• Best practices rules and models

for selection of retention and cross-

selling messages


• Integrated with Siebel data

models

• Marketing offer integration with

Siebel marketing

• Marketing Best Practices for

Predictive Modeling

Process

ConnectorsData

Mappings

EDW

Siebel

OLTP

Offline

models

NBA Inline Service

RTD Platform

Siebel

Peoplesoft

Custom …

Rules &


Goals

Optimized list

of cross-selling

& retention

messages

Data integrationFront-end integration (Siebel) Decision Service

Pre-built data

mappings

Synchronized

messages

Pre-built self-

learning predictive

models

4646

RTD SolutionsRTD for Self-Learning Contact Center Analytics

Process

ConnectorsData

Mappings

EDW

Siebel

OLTP

Offline

models

NBA Inline Service

RTD Platform

Siebel

Peoplesoft

Custom …

Rules &


Goals

Data integrationFront-end integration (OBI EE) Decision Service• Top predictive drivers reports

for key CCTA KPI: call duration,

call transfer, IVR path, first call

resolution

• Guided navigation in the

context of data exploration

• Automated exploration of CCTA Star

Schema

• Pre-built predictive models for call

duration, call transfer, IVR path, first

call resolution


OBI EE unified data

model

Pre-built self-

learning predictive

models

List of predictors

Pre-built data

mappings

4747

RTD SolutionsRTD for Siebel Next Best Actions

Process

ConnectorsData

Mappings

EDW

Siebel

OLTP

Offline

models

NBA Inline Service

RTD Platform

Siebel

Peoplesoft

Custom …

Rules &


Goals

Data integrationFront-end integration (Siebel) Decision Service

• Display of recommended

predictions and actions in the

Siebel User Interface

• Pre-integrated RTD

recommendations within CRM

workflows

• Pre-built predictive models and best

action candidates

• Best practices rules and models for

selection of Next Best Action



unified CRM and BI

underlying data models

Pre-built self-

learning predictive

models

List of predictors

Pre-built data

mappings

List of predictions

with explanations

List of

recommended

actions

4848

Operational

Applications

Oracle RTD Bridges the Gap

BI & Analytics

Solutions

Real-Time

Decision Solutions

Bridge between operational and

analytical worlds

Operationalizes offline analytic

insight, models and scores

Creates new behavioral & contextual

insights through continuous learning

Unites channel experiences through

singular decision framework

Drives process behavior of both

technology and human resources

49

BI Platform: Strategic Direction

In-MemoryAppliance

„Speed ofThought‟ Analytics

Rapid ApplicationDevelopment

Mobile

• Engineered system for high-performance analytics

• Optimized high speed OLAP with OBI EE and Essbase

• In-memory appliance

• High speed visualization taking advantage of in-memory

processing and optimized hw / sw configurations

• Best of QlikView/Tableau, while leveraging OBI enterprise

scale, performance, and consistent semantics

• Fine-grained storage and versioning of semantic model,

enabling parallel development and deployment

• BI Server ETL for warehouse automation

• BI Extender for seamlessly handling OLTP customizations

• Hybrid native / web application architecture

• Use cases optimized for form factors: full interactivity with

tablets; notifications / widgets with smartphones

• Priorities: iOS and Android; Win Phone in evaluation

"This information is not a commitment to deliver any material, code, or functionality. The development,

release, and timing of any features or functionality described remains at the sole discretion of Oracle"

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