http://www.kpipartners.com/webinars From a KPI educational webinar that takes a deep dive into how a Bookings, Billings and Backlog analytic solution from Oracle can improve your organization's cash flow and customer satisfaction. Bookings, Billings and Backlog (BBB) analysis is a key component to reducing Order-to-Cash cycle time. By analyzing bookings, shipping performance and billings, organizations can quickly gain insight into areas that may serve as an opportunity for improvement. For example, by applying an analytic solution that focused on backlogs and return reasons, a Fortune 500 company quickly identified quick-wins to improve customer satisfaction. There are a number of reasons why organizations struggle with Bookings, Billings and Backlog analysis: - Data is distributed disparately across multiple functional areas - Order Management, Account Receivables & Inventory Management. This distribution of data can prevent holistic reporting. - "Why?" and "How?" analysis is not easy. - Comparative analysis of Bookings, Billings and Backlog data with historical trend data is not possible.

1. Start Here
© KPI Partners Inc.
Contact Us
510.818.9480 | www.kpipartners.com

2. has over ten years of
BI experience including being part of the original product team for
Oracle’s BI Applications product.

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5. Who is KPI?

6. www.kpipartners.com
The most experienced Oracle BI & EPM
Implementation Partner
 Winner of 2011 Oracle Titan Award for Oracle BI
Applications - $14m ROI !
 Onsite, offshore and blended on-site/off-shore
delivery model
 Oracle BI Apps Quick Start Packages
 Training through KPI University
 Many KPI consultants part of Oracle BI
Engineering team. Exclusive Oracle BI offerings:
 Fixed Asset Analytics Student Information Analytics
 Depot Repair Analytics SalesForce.com Analytics
Quick Look: Financial Analytics Best Practices

7. Who is KPI?
180+ Consultants, 115 Customers, Over 350 BI Projects

8. Business Value of BBB
Analysis

9. Bookings
New Sales Order Fulfillment and Backlog
Order Billings
General Ledger (Financials)
Backlog Happens when an
Order Booking
Order Can’t be Fulfilled On
Time
Fulfill From Manufacture Update Order Profit & Loss
Receipt
Inventory? Order Status Statement
General
Inventory Pick Release Ship Invoice
Ledger

10. Backlog Bookings
Can operations
handle the
Backlog Bookings going up
increased
higher orders?
than
normal Lack of inventory
causing delayed
shipments
Backlog
lower Bookings going
than down
normal
Mfg or Order
Fulfillment efficiency
has improved

11. Bookings Backlog
Net Lower
Bookings sales, more Booking to Inventory
are going cancellations, Relationship
down etc.
Example: Is my lack of
inventory for a particular
product or geography
Booking Too much
causing order cancellations
margins discounting
are going , rebates or
down promotions

12. Billings Bookings Backlog
Backlog going up
Billing is
and we can’t bill
going
for unshipped
down Bookings are orders
up/down due to
a product life
cycle, customer
or geography
issue? Backlog going
Billing is down which means
going up we can bill for
shipped orders

13. Top 3 Challenges in BBB
Analysis

14. Data
Sources Bookings
Excel
Excel
Excel
LEGACY
Excel
Excel
Excel
Excel
Excel
Order Fulfillment Excel
EBS
Excel
and Backlog Excel
PSFT
Excel
Billings Excel Excel
DW
Excel Excel
Financials
Excel
Excel

15. Order Booking
OE_ORDER_HEADERS_ALL
Inventory
OE_ORDER_HEADERS_ALL
Order Backlog
Transform Order Picking
Order Shipping
Complex normalized data
OE_ORDER_HOLDS become business centric Order Invoicing
de-normalized reporting
OE_ORDER_HOLDS
objects. GL Revenue
ERP System (s) •
BBB Analysis
•

16.  Ability to drill down from Summary to detailed reporting
 Ability to trend
 Easy way to compare bookings, billings and backlogs side by side
 Ad –hoc capability

17. Oracle Supply Chain and
Financial Analytics Meets All
3 Challenges

18. User Interfaces
Data
Sources
Bookings
LEGACY
Legacy
Static Reports
EBS Order Fulfillment
EBS and Backlog Oracle Supply
Chain and
Financial
Analytics Dashboards
PSFT PSFT
Billings
DW
DW DW Self Service
Financials
Alerts

19.  Pre-integrated data model for Bookings, Billings, Backlog
and Financials
 Pre-built connectors for EBS, Peoplesoft, JDE and
Universal Adapter for non-Oracle ERP’s
 Pre-built metrics and dashboards and BBB best
practices

20.  100% web-based
 Full ad-hoc capability
 Variety of report output styles
 Security and UI integrated with source ERP applications
(EBS, PSFT, JDE)

21. Demo of BBB analytics

22.  Part 1: Deep analysis of bookings, billings and
backlog individually
 Part 2: Integrated view of bookings, billing and
backlog (Connect the Dots)
 Part 3: Ad-hoc capability to answer additional
business questions with a total of 31 Subject
Areas

23. Typical Implementation Cycle
and Customer Case Study

24. Oracle BI Apps Deployment Phases
 Vision Workshop
 Requirement Gathering
 Design
 Develop
 Deploy
 Evolve

25. Cost and timeline for custom DW instead of Oracle
BI Apps solution is typically 2 to 3 times

26. Success Stories
 Company: $1b+ in sales for high tech
networking products
Business Challenge:
①Analyze bookings (including POS Sales data) data with
forecast
②Analyze inventory supply and balance to understand At A Glance
backlog
③Proactively Monitor book to ship ratio and book to bill  Oracle BI EE & BI
ratio Apps 7962
④Connect the dots and analyze the dots
 ERP: EBS 11.5.10
What KPI Delivered:  Oracle 11g
①Integrated bookings billings backlog dashboards database
sourced from EBS and Demantra and POS
Business Benefits:
①Increased forecast accuracy and improve inventory turn
②Properly plan retail store inventory-on-hand penetration

27. Q&A and Next Steps

28. www.kpipartners.com
 Contact your Oracle Rep for Oracle BI Apps info
 To contact KPI Partners
① Web: http://www.kpipartners.com/Contact
② Tel: (510) 818-9480
 For more BBB and Oracle BI Success Stories
① http://www.kpipartners.com/latest-thinking/case-studies/
 For free OBIEE training from KPI University
① http://www.kpipartners.com/university/free-courses/
Quick Look: Financial Analytics Best Practices

29. www.kpipartners.com
 Includes some
OM/Financial Analytics
and custom BI
Applications
 KPI will respond to you
with the url, login and id
 Good for 30 days
KPIPartners.com/MobileBIDemo
Quick Look: Financial Analytics Best Practices