Oracle E-Business Suite Release 12Ron NawojczykSenior Solution Consultant(Now-a-check)

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 Oracles products remain at the sole discretion of Oracle.

Oracle At-a-GlanceGlobally#1 in Database#1 in Supply Chain Mgmt#1 in Customer Relationship Mgmt#1 in Human Capital Mgmt#1 in IndustriesRetailCommunicationsPublic SectorProfessional ServicesFinancial Services

Globalization Changes EverythingR&D: Procter & Gamble to source 50% of new product ideas from global partners by 2010Design: Boeing designs navigation and landing gear systems in IndiaProcurement: Pella sells windows primarily in the US, but sources many parts overseasManufacturing: Sony, Dell, and Apple use Chinas Quanta Computer for laptop manufacturingShared Services: Citigroup uses a single global HR system to serve all divisions and geographies Our strategy is to work with global networks to leverage the best technologies on the planet. -- HP SVP Dick Conrad

Management ChallengesGlobalization creates unique challenges in managing

To Meet These Challenges, Businesses MustThink Globally to make the right decisionsWork Globally to be more productiveManage Systems Globally to lower cost and increase performance

Brought to You by Oracle Applications UnlimitedTheGlobal Business ReleaseCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contractIntroducingOracle E-Business Suite 12

Flexible Architecture Meets the Needsof Dynamic, Global BusinessesComplete IntegratedStandards-basedAdaptableAccessibleSecureScalable

Release 12 Enables You ToThink Globally Work Globally Manage Systems Globally

R12 Improves Global Decision Makingby Supporting All Types of Reporting/AnalysisMake timely decisions with integrated information systemsTarget information delivery with role-based dashboardsProtect organizational integrity with secure information delivery

Global Financial ConsolidationMake more informed financial decisions with a single, accurate,global view of financial positionPerform true global consolidation by bringing together financial data from any sourceAutomate consolidation process to improve speed, consistency, and auditabilityCapture and apply accounting rules to meet local reporting standards worldwideUse familiar spreadsheets to build sophisticated financial statements with drilldown links

Profitability AnalysisAchieve greater insight into the profitability of global operations andprovide actionable information for driving margin improvementAchieve global view of profitability from multiple data sourcesCalculate profitability based on user-definable rules and formulasAnalyze profitability along any dimension including geography, product, channel, segment, customer, organization, etc

Project Portfolio AnalysisBalance and align global projects with organizational objectives and strategyScenariosStrategyProjectsMetrics & RankingDefine: Build consensus by establishing and communicating a common framework for evaluating projectsEvaluate: Simulate the impact of business change by evaluating what-if scenariosSelect: Rate and rank portfolios to ensure strategic fit and/or maximize return on investmentIntegrate: Ensure individual project success by seamlessly connecting with Oracle Projects for tracking and planningCommunicate: Streamline the delivery of project portfolio status and decisions to global stakeholders

Strategic Network OptimizationCreate optimal supply chain networks by continuously evaluating thecost and revenue impact of global supply & fulfillment decisionsIncrease profits through asset rationalizationModel supply chain to determine optimal mix and location of facilities and equipmentAnalyze scenarios via geographical visualizationReduce costs through dynamic sourcingLeverage network plan to improve sourcing, inventory, and replenishment strategies Manage global risk more effectively by anticipating supply and demand fluctuations

Global Inventory OptimizationOptimize global inventory levels & locations based on anticipated demandMaximize on-time product delivery while minimizing inventory costsImprove delivery flexibility by storing common subassemblies which are completed only when an order is placedAccount for global demand, supply & lead-time variabilitySelect the best global inventory investment strategyReduce inventory write-offs

Real-Time Operational ReportingMake better and faster decisions at dramatically lower costDaily Results, Flexible PeriodsFlexible ComparisonsMultiple CurrenciesGraphs / TrendsPerformance Measures (KPIs)Reports w/ DrilldownGet rapid results with an out-of-the-box mgmt reporting systemGet the right information with role-based dashboardsGet complete information with seamless drilldownsNew in R12:6 dashboards, 49 KPIs, 90 rptsA focus on global sourcing, purchases, and supplier mgmtDrag & Drop Portlets

EBS Business IntelligenceMarketing & Sales IntelligenceService IntelligenceProcurement IntelligenceSupply Chain & Order Mgt IntelligenceFinancial IntelligenceHuman Resources IntelligencePipeline AnalysisSales ForecastingOpportunity AnalysisQuota AnalysisMarketing AnalysisLead ConversionAbsence AnalysisCompensation AnalysisTalent ManagementWorkforce ProfileTurnover TrendsReturn on Human CapitalA/R & A/P AnalysisGL / Balance Sheet Analysis Customer & Product ProfitabilityP&L Analysis Expense ManagementCash Flow AnalysisSupplier PerformanceSpend AnalysisProcurement Cycle TimesInventory AvailabilityEmployee ExpensesBOM AnalysisOrder LinearityOrders vs. Available InventoryCycle Time AnalysisBacklog AnalysisFulfillment StatusCustomer ReceivablesActivity AnalysisCustomer SatisfactionResolution RatesService Rep EffectivenessService Cost AnalysisService Level TrendsNext Generation DBILow TCO PreservedBusiness-friendly Logical Layer

Release 12 Enables You ToThink Globally Work Globally Manage Systems Globally

A New User Experience for R12Accelerate global roll-outs with simplified business flows and user interfaceReduced pop-ups and duplicate screensRe-designed and streamlined entire workflowsReduced the number of steps to complete key tasksImproved overall look & feel and visual styleIncreased personalization capabilities

Global Financial ManagementIncrease the efficiency of shared services and single database operations with streamlined processing, reporting, and access across operating units

Global Financial Management: Multi-Org AccessIncrease the efficiency of shared services and single database operationswith streamlined ACCESS, processing, and reporting across operating unitsPerform multiple tasks across operating units (OUs) without changing responsibilitiesDefine and manage OUs from a central locationView and manage customers across OUsEnter and pay invoices across OUsReceive goods across any OUNegotiate with suppliers for your enterprise, not just your OUFor Example:

Single subledger transaction (e.g. invoice, payment) can create multiple accounting entriesEnsure both corporate visibility and local compliance by automatically creating accounting for all legal entitiesSimplify inter-account reconciliation for key business flows such as procure-to-pay or order-to-cashStreamline reporting and inquiries by leveraging a common and consistent data model across all subledger applicationsGlobal Financial Management: Subledger AccountingIncrease the efficiency of shared services and single database operations with streamlined access, PROCESSING, and reporting across operating units

Ledger SetLedger Set Benefits:Cross/Multiple Ledger processing and reportingData and definitions that can be shared and securedNative support for multiple accounting representationsReporting CurrencyGlobal Financial Management: Ledger Sets Increase the efficiency of shared services and single database operations with streamlined access, processing, and REPORTING across operating units

Governance, Risk, & ComplianceDocument, test, monitor, and certify ongoing compliance withSarbanes-Oxley, JSOX, HIPAA and other global regulationsDiagnose access and process control violations and take corrective actionStrengthen application control environment with continuous monitoringEnsure auditability via secure change control and history

E-Business TaxCentrally manage tax transactions across entire E-Business SuiteTax TransactionsTax Setup/RulesInternetExpensesReceivablesOrder ManagementGeneralLedgerPurchasingInternetProcurementInter-CompanyInvoicingPayables

Weve provided corporate assurance from a controllership perspective by centralizing our foundational accounting activities, defining our corporate policies and procedures, and standardizing our processes.Anthony SalcidoVP and Corporate Controller, Toyota Motor Sales USA

Global Talent ManagementHigher quality products & svcsLower employee turnover rateLower hiring and training costsMore productive and skilled employeesReduced employee downtime during the on-boarding, transfer, and off-boarding processBenefitsExpense, Productivity & Revenue ImprovementsIncrease in employee morale at all levels of the organizationReduced risk from outdated Information TechnologyOther ImprovementsBusiness EnvironmentSG&A ExpenseSales / ServicesCredibility & Investor ConfidenceRiskEmployee SatisfactionIncome StatementWorkforce Performance MgmtCascading ObjectivesAppraisal UpliftsLearning ManagementWorkforce CertificationApplicant SupportWeb ConferencingiRecruitmentAuto-SearchIntegration w/ OffersEmbedded AnalyticsAssessmentsNews

Human Resource LocalizationsManage all employees within a single system while adhering tolocal, in-country regulations

Line Manager Overview Dashboard

HCM Intelligence - New Features For line managers and human resource professionals, we have dashboards, KPIs, and reports for:Employee workforce (headcount, salary and turnover)Contingent workersAbsence (duration and occurrences)For the Chief HR Officer we have:Workforce (headcount, salary and turnover)For the budget manager we have:Workforce budgeting (headcount and costs)For the benefits manager we have:Open enrollment (number of elections)

Compensation Workbench Salary Statistics Reporting

Key Features/Functions in HRMSNEW FUNCTIONALITYWorkforce Performance ManagementiRecruitment Offers HR ChecklistsHR Global TransfersAll new salary administrationEnhanced Compensation WorkbenchTotal Compensation Statement 1NEW TECHNOLOGY

XML PublisherAll EEO reportsQtrly Tax Return WorksheetEmployee W-2Retro Notifications ReportAnd more

New User Experience Key HighlightsiRecruitment - Completely re-designed Candidate RegistrationAbsence Management - Updated business flows and entire look-and-feelSalary Administration - Vastly improved UX for Salary Information, including high-interactivity embedded analyticsCompetency Profile - Completely re-designed user experience1 Available in FPK_RUP1

Manufacturing Practices for APACSatisfy local requirements to compete in key outsourcing regionsAsia Pacific is the factory floor for the world

In 2005, Chinas global trade surplus more than tripled

Adv. Procurement for Materials & ServicesAchieve Best Cost, Quality & Delivery via Real-Time Supplier CollaborationExpanded Supplier Management and EnablementUnified Work-Center for All Procurement ResponsibilitiesNew Support for Complex Goods & Services

Buyers WorkbenchThe Procurement Professionals Release

Procurement for Complex ServicesProcess Author Contract Line

PO Line with information from Negotiation

Procurement for Complex ServicesProcess Author Contract Line

Define Scope of WorkAttach Scope of Work as a documentFinancing Terms: Advance Amount Recoupment Rate

Retainage Terms: Max. Retainage Amount Retainage RateAssociate Project, Task, Expenditure

Supplier ScorecardCustomize dashboard view to add more reports, KPIs, update KPI list, remove reports, portlets or add custom reports, KPIs etc.Each supplier will only see their data.View trend data over various time periods

MES for Discrete & Process ManufacturingControl Demand-Driven Mfg with Integrated Shop Floor ExecutionSystem Automation & ControlDeliver Real-Time Shop Floor Visibility to Multiple Layers of ManagementReduced TCO / Complexity via Integrated Mfg Mgmt & Production ExecutionMESERPCorp MgmtShop Floor ControlProduction MgmtProcess EngineerManage recipes & advanced process instructionsProduction SupervisorCreate & manage batch statusLog non-conformancesDispensing / Prod OperatorPre-weigh designated ingredientsProcess batch operationsOperatorWork from dispatch listRecord transactions, quality info, work completion, and timeView work instructions and component infoReport production exceptionsSupervisorReview & resolve exceptionsMonitor shop floor progressMES for Discrete MfgMES for Process Mfg

Global Transportation ManagementDrive down logistics costs and increase on-time delivery by managingthe international movement of goods within a single, scalable systemIntegrated with Shipping, Receiving, Inventory Management, and Purchasing

Streamlined NPI and Product Data MgmtDrive Innovation and Improve Product Profitability

Oracle PIM Data Hub SolutionRole of Import Workbench

Asset Lifecycle ManagementAdopt a Holistic Approach to Managing Capital AssetsCommon Asset RepositoryEnhanced Fleet Asset Management for Mobile AssetsMobile / Wireless Work ExecutionEnhanced Budgeting and ForecastingIndustry SpecificLife Sciences: Support for 21 CFR Part 11A&D: Support for Rotable Parts and MEL/CDL**Minimum Equipment List, Configuration Deviation List

Asset Lifecycle ManagementAssetOracle provides for tracking of every asset throughout its lifecycle

WO OperationsSingle Screen Work Order

Mobile Work Order CapabilityWhether remote or not, a technician has just one place to go for all work order information.

Global Customer ServiceDrive revenue and customer loyalty with superior customer serviceEfficiently resolve issues at the customers convenience regardless of geographic locationCoordinate the delivery of all global services within a single systemSelf-service & agent-assistedOn-site repairIn-house repair & refurbishmentIncrease revenues while decreasing contact, research & execution costsOutsourced / 3rd party servicesInternal issues (help desk)Investigations (case mgmt)

Utilize Digital Maps to Route RepsMinimize drive time, maximize customer face time

Release 12 Enables You ToThink Globally Work Globally Manage Systems Globally

Dramatically Lower IT Coststhrough System ConsolidationOnly OracleSupports all languages and localizations in same databaseScales to very large volumes via RAC and Grid ComputingLower CostConsolidate data centersAdminister fewer systemsFor each new flow, leverage existing setups and reference dataBetter Automation Standardize, document, and audit processesIntegrated cross-application business flowsBetter InformationAll detail available for drilldownDeploy DBI in weeks vs. quarters or years for a traditional warehouse

Secure the Global EnterpriseAddress global security pressures with a comprehensive security portfolioProvide enterprise-wide, standards-based securitySingle sign-onCorporate directoryAccess / identity managementIdentity federationSimplify security administrationDecentralized, delegated user adminAutomated & self-service provisioning with approvalsExtended IT and system admin security with DB tools (e.g. DB Vault)Continuously monitor environmentSecurity dashboard / reportsBest practice & typical violations

Configure, Dont CustomizeHighly configurable global system lets you tailor the systemwithout programmingFlexfields User definable data keyFolders User tailorable formsWorkflow Configurable business process flowCustom Library Directory for customer extensions (forms)OA Framework / Forms Personalization Configurable page look & feel, navigation, tabs, fields, buttonsXML Publisher Flexible report / document outputEliminate costly customizationsPreserve configurations through upgradesAccelerate systems deployment

Comprehensive Integration RepositorySimplify and accelerate systems connectivityEnable key integration typesBusiness to BusinessEnterprise Application IntegrationBusiness Process ManagementBusiness Activity MonitoringSupport industry-standard messagesSupport standards-based XML documentsSearch and view available interfaces via powerful UIAutomatically keep in step with source code via standard patching

Next Gen. Business Process MgmtIntegrate Oracle, 3rd party & legacy applications to extend process automationQuickly integrate heterogeneous applications using an intuitive, graphical UIManage system performance via web with a user-friendly consoleReduce connectivity headaches with pre-packaged, standard interfaces for applications and legacy systems Built on widely adopted industry standard language (BPEL)BPEL Business Process Execution Language

MerchandisingInvoice MatchingSales AuditStock LedgerAccounts ReceivableCash ManagementGeneral LedgerAccounts PayableE-Business FinancialsMatched invoicesCredit notesDebit memosRebatesSuppliersPartnersAddressesFreight termsLower cost integration between disparate systemsBetter performance with integrated business flows across applicationsInbound Retek DataOutbound Financials DataDaily salesCash and depositsInventorySales dataPayment termsGL accountsCurrency ratesIntegration with Core ApplicationsOracle | Retek Integration with BPEL

Web/Call Center/Sales ForceIdentify CustomerQuoting

Oppty Info.Quote StatusQuote Value

Order ManagementBillingOpportunityARAccount MgmtBrowse & Search Products/ServicesCustomer Product Two way synch Oracle SiebelSiebel CRM On DemandSiebel/Oracle Oracle Installed ProductsOne way synch Oracle > SiebelTele, FieldServiceQuotesOrdersInstall BaseService RequestsInvoicesInstall BaseInitial customer data load from Oracle EBS to Siebel CRM On DemandIntegrate customer creation flow from CRM On Demand to Oracle EBSEBS Customer Data Quality Management (DQM) tools available within CRM On DemandSupport bi-directional synch of customer and contactProduct Master maintained in Oracle EBS and synched to Siebel CRM On Demand

Convert CRM On Demand opportunity to Oracle EBS quoteCustomer and product context are passed from CRM On Demand opportunity to Oracle EBS quoteQuote status presented back in CRM On Demand

Quotes, orders, install base, service requests from Oracle EBS are presented within CRM On DemandCUSTOMER AND PRODUCT INTEGRATIONOPPORTUNITY TO QUOTE360 DEGREE CUSTOMER VIEWIntegration Solution: Siebel CRM On Demand to Oracle E-Business Suite

Apps Management Pack for EBSConsolidate and simplify systems managementManage entire systems infrastructure (apps, middleware, DB, H/W) from a single consoleProvide visibility across dev, test, and production systemsProactively monitor KPIs and events with alert notificationsDrive root cause analysis with graphical topology views and config / patch level comparisonsAccelerate EBS provisioning with automated system cloning Open integration with 3rd party products and mgmt frameworks

Why Upgrade?All Customers BenefitStraight Talk from Customers and PartnersBanks, taxes, payments, and accounting everything that becomes centralized will bring Emerson tremendous efficiencies.-- Greg Harre, Controller for Emerson Tool Company

Oracle continues to invest in a better user experience in E-Business Suite Financials Release 12from centralized accounting, tax and supplier maintenance to a new user interface. -- Sean Malinski, Accenture Partner, Global Business Solutions - Oracle Practice

We have 60 Sets of Books and see tremendous efficiencies with running processes across these SOBs using Ledger Sets.-- Keith Dunkin, Finance Manager - Systems & Support, AlcoaManage complexity at lower costComply with international regulations and standardsReduce upgrade riskMulti-NationalLower TCOImprove user experienceReduce upgrade risk

Domestic

Why Upgrade?Easier MaintenanceE-Business Suite Patching: Minimize system downtimeEnsure patch compatibility with customers installation and automatically alert for incompatibilityLeverage faster programs to analyze patch prerequisitesGenerate custom read me instructions based on customer-specific setup and configurationAutomatically consolidate read me instructions for multiple patches and eliminate redundant stepsAutomatically detect patches that have already been downloaded (i.e. maintain download history)

Why Upgrade? Most Comprehensive SolutionThe Global Business Release Planning Procurement Manufacturing Logistics Service Maintenance Product Lifecycle Mgmt Sales & Marketing Finance Human Resources Projects Contracts Order Management ConfiguratorIncludes Over 2,350 New Capabilities50% Industry Specific Capabilities50% Cross-Industry CapabilitiesIncludes 11 New Modules/Products

EBS Release 12 Feedback

The ability to access multiple operating units with a single responsibility can simplify SOX compliance monitoring.-- Pam Bateman, Business Solutions Manager for FinanceBanks, taxes, payments, and accounting everything that becomes centralized will bring Emerson tremendous efficiencies. -- Greg Harre, Controller, Tool CompanyFrom a Global CustomerFeedback from Release 12 Training, October 2006

In our opinion Oracle's EBS 12 is a significant step forward in the integrated suite approach to enterprise applications. The Suite is functionally rich and serves the global enterprise well. As a tightly integrated suite of products, businesses will realize significant gains from the interoperability of the suite environment.From a Leading AnalystExecutive Brief:Oracle E-Business Suite R12 October 2006

Release 12 features will help solve our clients biggest business process and industry-specific challenges and we look forward to partnering with Oracle and our joint clients.A. MitchellIBM Global Business Services Americas Oracle Practice Lead

Many clients are evaluating whether to upgrade from Oracle E-Business Suite 11i to Release 12 or wait for the larger Fusion release. There are significant application and architecture changes in Release 12. Upgrading now will help build the foundation to prepare for Fusionmaximizing business value while mitigating risk.Sean MalinskiAccenture Partner, Global Business Solutions - Oracle Practice

R12 is the Global Business ReleaseThink Globally to make the right decisionsWork Globally to be more productiveManage Systems Globally to lower cost and increase performance Brought to You by Oracle Applications Unlimited

CEOs are driving supply chains offshore:

You see examples daily of offshore manufacturing, from household goods to business products.

Additionally, leading companies are using offshore sources earlier in their own value chains, including engineering design and new product research.

To make off-shoring work, companies need timely, detailed communication with distributed and outsourced supply sources.

[NEXT]

So out of these groupings emerges a sort of CEO and executive agenda. How will you grow your business this year and in the coming years?The good news is that there are continued signs of global economic recovery. In fact, 80% of the worlds top corporate CEOs said in a recent survey that their primary objective has shifted from cost-cutting to revenue growth. And you see that focus reflected in this agenda. However that renewed focus on growth puts new demands on the business.

[NEXT] =============================================[Note to Presenter: The next few HIDDEN slides elaborate on each of these agenda items. In most cases you can skip ahead -- because the next question, is if these are the things that CEOs care about, what standing does a software company have to talk about these things?]

So out of these groupings emerges a sort of CEO and executive agenda. How will you grow your business this year and in the coming years?The good news is that there are continued signs of global economic recovery. In fact, 80% of the worlds top corporate CEOs said in a recent survey that their primary objective has shifted from cost-cutting to revenue growth. And you see that focus reflected in this agenda. However that renewed focus on growth puts new demands on the business.

[NEXT] =============================================[Note to Presenter: The next few HIDDEN slides elaborate on each of these agenda items. In most cases you can skip ahead -- because the next question, is if these are the things that CEOs care about, what standing does a software company have to talk about these things?]

Performance Management continues to rank as one of the top initiatives for corporate executives. Oracles ability to deliver information driven applications that proactively guide users to make the most informed decisions is at core of Oracles Corporate Performance Management applications. CPM continues to deliver applications focused around management reporting and planning and modeling that cover reporting, profitability and cost optimization, scorecards, consolidation, compliance and planning, budgeting and forecasting

Lets take a closer look at each one of theses.

Oracle ICM R12 provides segregation of duties compliant access provisioning that is a automated preventive control itself for security embedded in customers' ERP system. This helps to prevent potential financial and operational risks and increases reliability of security controls for customers. On top of application setup values, ICM will help you to monitor profile options stating R12. This is continuous monitoring that leaves no time gap in audit trail. It reflects all changes and provides details on when, who, and what has been changed. Furthermore, application setup values and profile options could be changed at supplier sites, ICM will track those changes for you as well. All the change history will be presented not only online, but also in a XML Publisher report. Application Controls Monitoring (ACM) also provides a spread sheet upload feature for "recommended values". Profitability Manager integrates the functionality of Oracle Performance Analyzer and Oracle Activity-Based Management applications into a single, comprehensive solution for the calculation, analysis, and reporting of profitability.The multi-dimensional model allows allows analysis and reporting along any dimension, including product, customer, channel, activity, business unit and even transaction.Powerful analytical capability is driven by an open allocation engine, using your preferred methodology, from the simple to the complex, including activity-based management concepts.

All Project Management enhancements listed as well as new product are available in Projects Family Pack M (FP.M), which was released in May 2005, and can be applied on top of versions 11i.7 and above. Highlights specific to R12 are:Uptake of MOAC, SLA, etc.Uptake of Complex Payment project with Procurement and PayablesUptake of AP Lines, etc

Project Portfolio AnalysisRapidly run multiple scenarios (of project groupings) to help determine which group best meets your business objectives.(Note -- Application does NOT recommend "best" scenario)Define business objectives with relative weightingsFinancial objectives such as NPV, IRRCompetitive objectives such as market share, growthScore projects against objectivesRank projects within scenarios (i.e., to help gauge which project to remove)

Align projects to resources and corporate objectives by:Selecting best portfolioDefining how projects should be ranked (financial, strategic, technical, etc.)Scoring and rankingBalancing portfolio based on priorities and resourcesDeveloping scenarios and recommending best portfolioAllocating funds and starting projectAssessing how portfolio of projects and programs is performing to plan

Strategic Network Optimization (SNO)

Specifically it enables you to determine your optimal dynamic sourcing strategies, rationalize your capital assets, optimize your product and customer mix, manage your risk more effectively, and simulate changing business conditions to develop strategies and contingency plans. We will discuss each of these areas in more detail.

New in R12: Provide input to sourcing rules / priorities, inventory strategy, replenishment strategy, forecast analysis via integration with EBS in R12

Models all nodes of your supply chain network (mfg facilities, distribution centers, stores, suppliers, and customer facilities) along with costs like transportation, operating, sourcing, storage, labor and so on.Output = graphical simulation of the impact of different situations like demand scenarios, integration of new businesses and targeting of new markets, evaluation of outsourcing decisions, and decisions of which facilities to ramp-up or shutdownOutputs are essentially sourcing rules and priorities. This is used to calculate inventory strategy (IO) and replenishment strategy (ASCP) and Forecast Analysis (DP), as well as the sales and operations planning process. Leading solution for 15+ years, 300 customersSell to all industries with complex supply chains; strong install base in CPG, Process, and DistributionUse as competitive differentiator Complements IO as door openerUsed by companies like J&J, Cargill, BMW, Nabisco

BENEFITS:Reducing costs through dynamic sourcingIncreasing profits through asset rationalizationIncreasing revenue with customer or product segmentationManaging risk more effectivelySimulating changing business conditions

Oracle can help you take control of your inventory management problem, and will help you maximize customer service while minimizing inventory investment. This means you can improve your performance to your customers while simultaneously reducing your costs and becoming more competitive. Oracle helps you react quickly to changing conditions, allowing you to minimize your exposure to the risks inherent in uncertain economic times. Reducing the inventory investment required to achieve competitive delivery performance to your customers not only reduces your costs, it also makes you less susceptible to large inventory write offs.

Oracles unique stochastic optimization technology balances the risks and determines the optimal level of inventory investment, at the right place in your supply chain to meet your customer service requirements. We determine the optimal inflection point in trading off a high customer service level with inventory investment, production, procurement, and transportation cost, revenue and profit. By having the capability to compare alternative scenarios, you can choose the best inventory investment strategy.

Key capabilities are:Reduce inventory without sacrificing customer service by looking at postponement and risk pooling strategiesManage supply chain variability by looking at demand, supply, and lead-time variabilityChoose the best service level strategy based on cost and revenue use inventory budget constraints to determine the best allocation of inventory and calculate the service levels that you can attain based on your budgetInvest in the most profitable channels, products, and customers by setting service levels at different levelsManage seasonality and product life cycle characteristics, and recommend time-phased safety stock across your entire supply chain to supply planningOut of the box integration the tool is designed with planners in mind and can be used out of the box without the need to program complex algorithms; you can therefore implement it more quickly and achieve almost instant business benefits

Oracle Daily Business Intelligence (DBI) delivers pre-built analytic application content through embedded integration with the Oracle Business Suite (EBS) OLTP transaction system. DBI covers all functional areas including: CRM, Financials, Procurement, Supply Chain, HR, Projects and Order Management. DBI promotes a rapid implement timeframe and has a very low Total Cost of Ownership (TCO).

This next generation offering (Fusion Intelligence for EBS) renders all the same pre-built metrics and integration via an industry standard BI tool. This allows for tremendous flexibility for end-users of a business to consume the content with little or no involvement from IT in a true self-service fashion.

The low cost of ownership of DBI is largely due the minimal data movement involved in producing hundreds of day-to-day operational metrics. This continues to be the case. Most of the EBS application setup and security rules are leveraged in this minimal data processing (mainly high-performing summaries).

But the resulting schema that is used for analysis (in the classical DBI) is a complex mixture of OLTP and some light summaries. Any slightest change to the metrics being consumed required some level of knowledge of this schema. That limitation goes away as the complex schema is unlocked and exposed via a very business-friendly logical layer in the OBIEE tooling. This allows for a very Data Warehouse style analysis but directly off EBS.Notes form Johns preso:

and one of the coolest things about this release is the new look and feel. Our user experience team has benefited tremendously from the acquisitions. We have more than tripled our commitment to user experience and added experts from across the acquired product lines. This has been a huge benefit to our usability lab and we think you will notice a big difference with overall improved experience which included reduced time to complete tasks, screens that can be personalized by the end user and a more approachable blue interface Transition: After the incredible presentation we had last year with Versace, we had a tough challenge to find a customer that could make software seem as sexy as Madonna could. But our world-class marketing team was up to the challenge and they found a great story.

Accounting Setup ManagerDefine and manage your Ous and their relationships to Les and Ledgers in a central location CollectionsView and manage customers across Ous and within the context of a global collections currency. (+ collections tasks can be done across OU: dunning letters, calls, reporting, etc.) Global Purchase AgreementsNegotiate with your suppliers for your enterprise, not just OUPayablesEnter and pay invoices across OUsCustomer Data ManagementView customer accounts, merge and import data for multiple OuSupply Chain: receiving transactions across any OU (work project, po, req) + user can select an inventory item from any OU.

Lets begin by taking a look at the new and improved ledger structure.Ledgers are defined the 4 Cs: COAs, Calendars, Conventions (accounting) and CurrenciesLedgers each one is separate. SOBs are gone in R12, Ledgers replace SOBs. Data is in the Ledger, and the management is in the Ledger Set.Many Ledgers in one set:Open and close as oneReport totals and details as oneTranslate currencies within the setMake entries across the setDual ledgers can be complete or adjustments only. Multiple Ledgers can also be used to represent currencies, or for management reporting.Immediate opportunity after upgrade.The next thing is to start working your Ledgers into Ledgers Sets. They do need to share a common COA and calendar so this is an opportunity (if you havent already done so) to standard on a single global COA. Ive spoken to organizations that have 60 SOBs or over 100, theyre ideal candidates for taking advantage of Ledgers Sets.Eliminates manual workarounds which minimized mistakesNet New on R12 is 1. compliant access provisioning which prevents SOD violations at the time of access provisioning. 2. ICM now tracks profile options changes continuously. 3. Changes of application setup values at suppliers sites are tracked. 4. Recommended values (industry best practices) can be uploaded with excel spreadsheet into ICM's application controls monitoring Talking points on this slide: Internal controls manager provides a complete end to end solution for any risk based compliance regulatory. First of all, it helps customers documenting and centralizing process definitions and risk and control metrics to ensure consistency and repeatability. Secondly, it has a full audit/testing capability to make audit operations transparent. On top of that, it provides automated controls, such as SOD and application controls monitoring, to reduce workload of internal auditors. Thirdly, signing officers can use ICM to sign off on processes, organizations, and even financial statements for accountability. Above all, it allows top executives and managers to see progress and issues throughout the whole compliance process with adequate security. All activities and progress status are tracked in ICM with full audit trail. Lastly, customers can share seeded reports with external auditors as proof of internal controls existence and their efficiency. This compliance solution by Oracle reduces risk through continuously controls monitoring, reduces costs with reliable and repeatable compliance processes, and ensures auditability via change control and history.

More notes:These features will be available pre-R12 in Financial Consolidation Hub minipack D and Internal Controls Manager minipack E.

Internal Controls Manager supports the various business activities required for Section 404 compliance, as well as for other risk and process-based audits.

Oracle ICM R12 provides segregation of duties compliant access provisioning that is a automated preventive control itself for security embedded in customers' ERP system. This helps to prevent potential financial and operational risks and increases reliability of security controls for customers. On top of application setup values, ICM will help you to monitor profile options stating R12. This is continuous monitoring that leaves no time gap in audit trail. It reflects all changes and provides details on when, who, and what has been changed. Furthermore, application setup values and profile options could be changed at supplier sites, ICM will track those changes for you as well. All the change history will be presented not only online, but also in a XML Publisher report. Application Controls Monitoring (ACM) also provides a spread sheet upload feature for "recommended values".

Manage Tax Globally Common Architecture for rules and transactions across geographies and applications. Allows sharing of common configuration.

Improve Operational Efficiency Improving from a defaulting model to automatic tax calculation. Using the attributes of the transaction to determine applicability and calculation of the tax. End user no longer has to memorize or look-up wide range of tax codes.

Global Business Insight All tax transaction are now stored in one single repository. Opportunity to measure efficiency of tax rules and tax transactions. Provides auditability of tax transactions. More accurate and easier reporting.

Reduce Risk Manage the updating and overriding of tax on transactions through configuration. Ensures compliance and reduces audit concerns. Reduces manual intervention. Mitigate underpayment or overpayment of tax.

The 10 counties for which HR has added new localizations: Denmark, UAE, Finland, India, Kuwait, Mexico, Norway, Poland, Russia, Sweden

87% figure based on 2005 World GDP = US$44.4 Trillion Source: International Monetary Fund, via http://en.wikipedia.org/wiki/List_of_countries_by_GDP_(nominal)Oracle localization coverage = US$38.4 Trillion (Oracle apps cover the top GDP countries) Source: International Monetary Fund, via http://en.wikipedia.org/wiki/List_of_countries_by_GDP_(nominal)This slide shows a portion of the line manager overview dashboard. Below the title there are the five standard parameters, from left to right:The effective date (the date the information on the dashboard is based on); The period. This defines the period of time that the change columns and the trend regions are based on;Compare to parameter. The change column can be based on either information in the prior period or on information in the prior year;The manager. All the information on the dashboard will relate to everyone reporting to this manager, but not the manager themselves. The manager is a hierarchy based on the primary assignment and it is possible to drill all the way down the hierarchy.Currency. Two reporting currency rates are available, one will normally be your enterprise currency rate (for example, USD), the other one could be the same currency, but using a spot rate set for the year, or it could be another currency, for example, Euros. All monetary values, in this case salary, are converted into the selected salary rate.

Underneath the parameters are a number of lines of regions. The top left region is always the KPI region and it contains the KPIs (or measures) that relate to the dashboard. In this example we see:

Employee headcount;Average years of service;Total salary;Average salary;Total annualized turnover. This is the turnover in the reporting period annualized up;Voluntary and involuntary annualized turnover. The annualized turnover for voluntary terminations. The determination of what is voluntary and what is involuntary is a set up step.

The regions on the far right side are usually links regions, they contain links to reports that relate to the regions on that line. The top links region contains links to other dashboards that you have access to via your responsibility. It is possible to personalize any of the links regions apart from the top one.

The remaining regions contain reports or graphs.

It is possible to drill from some of the KPIs, region titles, manager names and some values. Generally KPIs and region titles drill to reports, drilling on the manager name takes you to a report with that managers view and drilling on values usually takes you a list report.

Clicking on the Employee Summary by Manager title opens up the following report.DBI for HRMS 7.0C or family pack A comprises the following content (i.e. dashboards, KPIs and reports):

For line managers and human resource professionals we have Dashboards, KPIs, and reports for:Employee workforce (headcount, salary and turnover);Contingent workers;Absence (duration and occurrences);

For the Chief HR Officer we have:Workforce (headcount, salary and turnover)

For the budget manager we have:Workforce budgeting (headcount and costs)

For the benefits manager we have:Open enrollment (number of elections)

Using the progress report link, administrators can obtain a progress report for any global plan. The report can now be accessed for any plan after the group compensation process has run, during the allocation period, or after the compensation post-process has run. The report displays data dynamically based on real-time data.

[Read a few of the features]These are some of the key features and functions that will be new for R12, or a rollup from the last two mini-packs in 11i. More details are available in the Whats New presentation.Chargeable Subcontracting Shikyu is a type of outsource / contract manufacturing in Japan where an OEM sub-contracts subassembly activities to a Manufacturing Partner (MP). These items are marked SHIKYU components (i.e., component sent by OEM to MP). In EBS, the MP is set up as an inventory org. The OEM creates a PO and the SHIKYU process automatically creates and maintains the corresponding replenishment orders and tracks the WIP jobs and inventory on hand at MP (factoring in manufacturing and transit lead times). AP/AR netting is also enhanced so that the OEM only pays for the added value (assembly activity).

Golden Tax Support China (PRC only) mandates that VAT calculation, invoice generation, and reporting to tax authorities be done by Chinese certified software certified as Golden Tax. Through Oracle China and a partnership with Hangtian, a software company who is certified as Golden Tax, we are able to accommodate this. With R12, we offer a plug-and-play interface between Oracle AR and Hangtian tax software. This new module is called Golden Tax Adaptor. Once in Hangtian, the official VAT is computed and official VAT invoices as well as reporting ofcollected VAT to the Chinese tax authorities can be done. Information is then sent back through the Golden Tax Adaptor to Oracle AR where collection and accounting are actually done.

Periodic Average Costing Enhanced algorithms to support regulatory accounting compliance requirements in countries such as China/Taiwan and Brazil. for inter-org transfers. Per regulations, inter organization transactions must be costed identically in the shipping and receiving organizations.

Deferred Revenue and COGS One of the fundamental GAAP requirement is that revenue and its corresponding COGS must be recognized in the same accounting period. Prior to R12, COGS was immediately recognized on shipment of goods even though revenue recognition could be deferred to future periods. In R12, COGS is recognized and accounted in the same proportion as revenue recognized.

Also, to specifically satisfy Japanese customersIt is customary in Japan NOT to start the invoicing flow BEFORE customer have formally accepted the shipped goods. OM will now offer through Order Information Portal (OIP), Sales Order Pad UI,or OM open interface a record of customer acceptance. Before being accepted the good are NOT invoiced and revenue is not recorded as well. To account for similar requirement in the US and globally, the feature also support invoicing before acceptancebut REVENUE will not be recording before the goods are accepted. NOTE: This project is a sub feature of the overall Deferred Revenue & COGS.

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http://www.iht.com/articles/2005/08/04/business/small.php

http://www.signonsandiego.com/news/business/20060411-0624-china-tradesurplus.html

Professional Buyer Work Center (for Centralized)Requisition ProcessingAgreement and Order MgmtDocument StylesMulti-Org Access ControlContract ManagementComplex Contract Payments (e.g. retainage, advances, milestone, progress payments)Contract ExpertContract RepositoryMSWord Authoring Synchronization (also applies to Sales Contracts)Sourcing Optimization (New Product in11i.10+) Online bid analysis and scoring Award allocation rules Template-based contract authoringSupplier ManagementSupplier Self-Service Catalogue AuthoringSupplier Qualification and Profile MgmtSupplier Scorecarding

The biggest advancement is in the professional buyers work-center.

Basically, this is the next generation purchasing application. Designed to deliver a command and control environment where a buying professional can jump from any point in the procurement process to any other.

The focus here is on the UI and the flow through the application.

To learn more, youll have to go to the breakout session.Well now switch to the Lines tab, where we see that the PO line has been created from the information on the RFQ. The price for the Parking Lot Renovation Service is the negotiated price of $1,000,000.

In order to see more information about this PO line, we need to click on the pencil icon shown in the Actions column. This will take us to a details page for the line with more information such as the complex payment terms, etc.This is the details page for the line. This page allows the user to capture several pieces of critical information for the Complex Services Contract. Well run through these briefly even though in our example we have most of this information captured from the sourcing event.Buyers can define a scope of work which is really the description of the service that is being procured. This can be captured either as the Line Description or can be attached as an external document. Complex Payment Terms for Financing, and Retainage are captured on the line. In our example for Financing, the Advance Amount and the Recoupment Rate are the negotiated values from the RFQ. Likewise for the Maximum Retainage Amount and the Retainage Rate. I would like to point out that these terms defined here apply uniformly to the entire progress payment schedule of this line. What this means is that the Retainage Rate of 10% is applied to all invoices submitted against pay items of this line. Similarly, the Recoupment Rate of 10% is applied to all Invoices submitted against pay items of this line.Further to this, certain attributes defined at the line behave as defaults onto the progress payment schedule. Billing details like the Charge Account, Accrue at Receipt, Project Information etc all act as defaults for the payment schedule and as each new pay item is created for the line, it assumes these values.The screenshot shows the supplier scorecard reports. Supplier user can login to iSP and navigate to Intelligence subtab to access this page.Each supplier will only see their own data. Buying organization can customize this page to add or remove reports and KPIs.

One stop shop for Manufacturing Operations Management - ERP, Quality, Scheduling, Maintenance and MES

Leverage Best in class integration infrastructure in Fusion Middleware to connect to other plant floor systems

Integrate G-Log with EBS Currently G-Log v5.0 is sold stand-alone and integration with EBS is via APIs and consulting. With v5.5 (est 2006), G-Log will be integrated with EBS for several shipping/receiving and inventory management flows.

Enhanced New Product Intro Flow Easy to copy and propagate changes for BOMs across multiple organization to support global/outsourcing processesEnhance common BOM to control material attributes at local organizationEmbedded document operations for check-in/check-out and browsing for managing product unstructured information

Product Information ManagementData Librarian import workbench for managing source system mapping and cleansing (de-duping) product information during importChange Management for item operational attributes to manage item master data qualityViews to:Transactional information from EBSExternal data sources

Complex MROMEL/CDL* lists for acceptable flight configurations, including concessionsRole-based UIs with configuration access control listsRotable parts: planning linked to part reliability and flight schedules, serial number reservations

*Minimum Equipment List, Configuration Deviation List

Integrated lifecycle management means than managing maintenance work, materials and MRO Purchasing..(Shot at point vendors who define Asset Lifecycle Management in this way. Believe me, they will have heard this from point vendors.) Lifecycle management means MRO information is integrated with enterprise data sourcesdesign, construction, fixed assets, purchasing et alto insure hat all impacts are considered when managing the asset lifecycle.Customer Support

In R12, the base product TeleService has been expanded with two new modules specifically to provide internal and external support. The Customer Support module is optimized for Providers to deliver services to external customers The Service Desk module is optimized for Providers to deliver services to internal employees (e.g., IT help desk)In either case, the Requester uses iSupport to initiate service requests and interact with the service Providers.

Case ManagementA new module for Public SectorManage complex cases and related activities and share info securely across departments or agenciesDesigned for investigative services (e.g., criminal investigation) and Health & Human Services

Field ServiceSpares Management 2 key areas of improvement: External (3rd Party) Repair ExecutionNew functionality to plan, execute and track repairs performed by external/3rd partiesSystem automatically generates Move Order to send defective parts to provider and issues corresponding Purchase OrderCurrently, can only manage internal repairs Time Zone SupportBasis of problem is time was traditionally represented in SERVER-time which may or may not be the time zone of the user, which may or not be the time zone of the customer/incident, and which is further exacerbated with a single global instanceR11i.10: Added USER-based time zone support User sees everything in their time zoneR11i.10 Hidden: Added LEGAL ENTITY-based time zone support eliminates time gap differences as global companies close their booksR12: Added INCIDENT-based time zone support User sees everything in the time zone of the customer or incident Products effecter: Tele Service, Contact Center, Field Service, Scheduler, Contracts

So out of these groupings emerges a sort of CEO and executive agenda. How will you grow your business this year and in the coming years?The good news is that there are continued signs of global economic recovery. In fact, 80% of the worlds top corporate CEOs said in a recent survey that their primary objective has shifted from cost-cutting to revenue growth. And you see that focus reflected in this agenda. However that renewed focus on growth puts new demands on the business.

[NEXT] =============================================[Note to Presenter: The next few HIDDEN slides elaborate on each of these agenda items. In most cases you can skip ahead -- because the next question, is if these are the things that CEOs care about, what standing does a software company have to talk about these things?]

Delivered Web Services:Change Sales Order XML MessageEmail Business Object ServicesIntegration Repository ServiceInvoice Notification XML MessageLocation Business Object ServicesOrganization Business Object ServicesOrganization Contact Business Object ServicesOrganization Customer Business Object ServicesParty Site Business Object ServicesPerson Business Object ServicesPerson Customer Business Object ServicesPhone Business Object ServicesPurchase Order Confirmation XML messageRelationship Business Object ServicesRepair Order ServiceShow Sales Order XML MessageSynchronize Chart of account code XML messageSynchronize Exchange rate XML messageSynchronize Fields XML messageSynchronize Item XML messageSynchronize Supplier XML messageSynchronize Unit of Measure XML messageWeb Business Object ServicesWf Agents Service

A web service is an application functionality that is turned into a service that can be consumed by other applications. In release 9, PeopleSoft CRM applications offer web services in the area of orders, leads, cases and customers. PeopleSoft FMS offers web services in the area of OFAC, Digital Signatures, Certified Documents, send and receive bill/invoice . PeopleSoft HCM offers web services in the areas of person, job data, photo, address, phone. PeopleSoft SCM will offerweb services in the area of procure-to-pay, vendor validation, and customers.

BPEL or Business Process Execution Language is a standard language put forward by Oracle, IBM, Microsoft, and SAP to define composite Applications or process-centric Applications. It is an umbrella of standards and technology to reduce the cost and complexity of developing, deploying and managing a new class of connected applications. Using BPEL, customers can develop Business Processes that are portable across products from different vendors. Such portable processes eliminate the lock-in that customers faced when they used EAI or Business Process Management solutions from pure-play solution providers

Oracles BPEL Process Manager provides a map between applications to orchestrate how the services created by an application should be used by other applications. These services can be consumed in a logical sequence or in parallel. BPEL Process Manager also provides portals/interfaces on each of the applications to receive or send the services. These portals/interfaces also work with web user interfaces to facilitate an action using a service and an external website.

Oracles BPEL Process Manager is the only solution in the industry that offers advanced capabilities:Native BPEL Support rather than import-export translation of BPEL for performance and scalabilityParallel Execution and Compensation to allow multiple steps to be executed in parallel with the ability to rollback or compensate steps across systems

Can be used across different applications from different vendorsEnables monitoring and messagingCan be used to integrate with web content

Using web services and the BPEL Business Process Manager will help you:Link applications together to improve efficiencies of a business processBetter inform decision makers with cross application information (better data/results/processes, better decisions)Deliver strong, automated controls over entire process (automating and integrating more of the process)Reconfigure app integration more easily than recustomizing software

Oracles BPEL Process Manager provides a map between applications to orchestrate how the services created by an application should be used by other applications. These services can be consumed in a logical sequence or in parallel. BPEL Process Manager also provides portals/interfaces on each of the applications to receive or send the services. These portals/interfaces also work with web user interfaces to facilitate an action using a service and an external website.

Oracles BPEL Process Manager is the only solution in the industry that offers advanced capabilities:Native BPEL Support rather than import-export translation of BPEL for performance and scalabilityParallel Execution and Compensation to allow multiple steps to be executed in parallel with the ability to rollback or compensate steps across systemsCan be used across different applications from different vendorsEnables monitoring and messagingCan be used to integrate with web content

Using web services and the BPEL Business Process Manager will help you:Link applications together to improve efficiencies of a business processBetter inform decision makers with cross application information (better data/results/processes, better decisions)Deliver strong, automated controls over entire process (automating and integrating more of the process)Reconfigure app integration more easily than recustomizing software

Top-to-bottom management of applications, middleware, database, and hardware Not only does it cover the components, but it helps you mange them in the context of the greater apps system. e.g. The topology graph shown here, where the impact of a failure in one component is seen percolating up through the Apps system.Global management of test, development, and production systems One ring to rule them all.Unparalleled depth of capabilities for managing Oracle Applications and technologies This is the benefit of an all-Oracle solution. We leverage this to the point that some advanced database features (e.g. AWR) are licensed as EM features. Support for third party products This includes common EBS integrated products such as Big IP load balancers and Cisco routers. Also, theres quite a bit there for the competition. SQL Server, DB2, etc.Integration with third party management frameworks e.g. OpenView. Very important where EM lacks functionality or mindshare.Original Slide Notes:Customers have seen Release 12 through Customer Advisory Boards, Strategy Council meetings, and this is what theyre saying

Top-to-bottom management of applications, middleware, database, and hardware Not only does it cover the components, but it helps you mange them in the context of the greater apps system. e.g. The topology graph shown here, where the impact of a failure in one component is seen percolating up through the Apps system.Global management of test, development, and production systems One ring to rule them all.Unparalleled depth of capabilities for managing Oracle Applications and technologies This is the benefit of an all-Oracle solution. We leverage this to the point that some advanced database features (e.g. AWR) are licensed as EM features. Support for third party products This includes common EBS integrated products such as Big IP load balancers and Cisco routers. Also, theres quite a bit there for the competition. SQL Server, DB2, etc.Integration with third party management frameworks e.g. OpenView. Very important where EM lacks functionality or mindshare.A Few New Products:Sourcing OptimizationProject Portfolio PlanningService DeskCase ManagementClinical Data RepositoryCustomer LoyaltyUtility BillerFinancial Consolidation HubHealthcare Intelligence