Oracle BI Apps Overview

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BI and Performance Management

Consistently the Top IT and Business Priorities Worldwide

“… the most important technology

in 2007 is Business Intelligence”

Finance’s Top Area of Importance

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Business Intelligence Drives Increased

Effectiveness in every Business Function

Sales Analytics

Marketing Analytics

Service & Contact Center Analytics

Convert service calls into sales through enhanced cross-selling Improve pipeline visibility and forecast accuracy Real-time visibility into campaign execution, results, and ROI

Financial Analytics

HR / Workforce Analytics

Supply Chain Analytics

Optimize supplier sourcing, supplier performance, and inventory levels Real-time view of financial condition and drivers of cost

and profitability

Understand what drives employee productivity and org. performance

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Our

Mission

Making our software a source of

continual competitive advantage for

our customers

Better Information

Better Results

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Our Approach to BI Applications

Pre-Build Applications to reduce complexity and TCO

for our customers

Extend Applications with Best in Class Technology

Integrate BI Applications with ERP and CRM

1

2

3

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Pre-Built BI Applications from Oracle

Reduce Complexity

DELIVER BETTER INSIGHT TO CUSTOMERS’ MULTI-APPLICATION

ENVIRONMENTS

DASHBOARDS

• “Visible”

“PLUMBING”

• “Under the Surface”

• Mappings to

multiple applications

and data transformation

all take

expertise and time

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Oracle’s Product Strategy

• Integrated Business Intelligence Database

• Business Intelligence & Data Mining Functions Integrated in

Database

• Integrated Business Intelligence Tools

• Best-of-Breed, Next Generation Business Intelligence

Technology Platform

• Integrated Analytic Applications

• Enterprise Wide, Industry Specific Analytic and Corporate

Performance Management Applications

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Analytic Applications Families

All on Common Oracle BI EE Technology

Other Operational & Analytic Sources

Oracle BI Suite EE

Ad-hoc Analysis Proactive Detection and Alerts MS Office Plug-in Reporting & Publishing Interactive Dashboards Disconnected Analytics Web Services

Fusion Intelligence

for EBS

Fusion Intelligence

for PeopleSoft

Enterprise

Oracle BI

Applications

Enhancement/Extension

of DBI

Extension of EPM,

Replacement for

BO,Cognos,MSTR

Single source, Multi-source

For EBS, PSFT, SEBL,

SAP, Other

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Oracle BI Suite Enterprise Edition

Unified Business Intelligence Infrastructure

Ad-hoc Analysis Proactive Detection and Alerts MS Office Plug-in Reporting & Publishing Interactive Dashboards Disconnected Analytics

Oracle

BI Server

OLTP & ODS

Systems Data Warehouse Data Mart PeopleSoft, Siebel, SAP, Oracle Custom Apps Files Excel XML Business Process

Multidimensional Calculation and Integration Engine Intelligent Caching Services

Enterprise Business Model and Abstraction Layer

Intelligent Request Generation and Optimized Data Access Services

Web Services

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Oracle BI Applications

Single- and multi-source Analytic Apps Built on BI Suite EE

Oracle BI Suite EE

Oracle BI Applications

Sales

Service &

Contact

Center

Marketing

Order

Management

& Fulfillment

Supply

Chain

Financials

Human

Resources

Packaged

ETL Maps

Universal

Adapters

IVR, ACD, CTI

Hyperion

MS Excel

Other Data Sources

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Oracle BI Applications

Multi-Source Analytics with Single Architecture

Travel & Trans Auto Comms & Media Complex Mfg Consumer Sector Energy Financial Services High Tech Insurance & Health Life Sciences Public Sector Other Operational & Analytic Sources

Oracle BI Suite Enterprise Edition

Prebuilt adapters:

Sales

Service &

Contact

Center

Marketing

Order Management & Fulfillment

Supply

Chain

Financials

Human

Resources

Pipeline Analysis Triangulated Forecasting Sales Team Effectiveness Up-sell / Cross-sell Cycle Time Analysis Lead Conversion Employee Productivity Compensation Analysis HR Compliance Reporting Workforce Profile Turnover Trends Return on Human Capital A/R & A/P

Analysis GL / Balance Sheet Analysis Customer & Product Profitability P&L Analysis Expense Management Cash Flow Analysis Supplier Performance Spend Analysis Procurement Cycle Times Inventory Availability Employee Expenses BOM Analysis Order Linearity Orders vs. Available Inventory Cycle Time Analysis Backlog Analysis Fulfillment Status Customer Receivables Campaign Scorecard Response Rates Product Propensity Loyalty and Attrition Market Basket Analysis Campaign ROI Churn Propensity Customer Satisfaction Resolution Rates Service Rep Effectiveness Service Cost Analysis Service Trends

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Oracle BI Applications

Multi-Source Analytics with Single Architecture

Travel & Trans Auto Comms & Media Complex Mfg Consumer Sector Energy Financial Services High Tech Insurance & Health Life Sciences Public Sector Other Operational & Analytic Sources

Oracle BI Suite Enterprise Edition

Prebuilt adapters:

Sales

Marketing

Order Management & Fulfillment

Supply

Chain

Human

Resources

Pipeline Analysis Triangulated Forecasting Sales Team Effectiveness Up-sell / Cross-sell Cycle Time Analysis Lead Conversion Employee Productivity Compensation Analysis HR Compliance Reporting Workforce Profile Turnover Trends Return on Human Capital Supplier Performance Spend Analysis Procurement Cycle Times Inventory Availability Employee Expenses BOM Analysis Order Linearity Orders vs. Available Inventory Cycle Time Analysis Backlog Analysis Fulfillment Status Customer Receivables Campaign Scorecard Response Rates Product Propensity Loyalty and Attrition Market Basket Analysis Campaign ROI

Service &

Contact

Center

Churn Propensity Customer Satisfaction Resolution Rates Service Rep Effectiveness Service Cost Analysis Service Trends

Financials

A/R & A/P

Analysis GL / Balance Sheet Analysis Customer & Product Profitability P&L Analysis Expense Management Cash Flow Analysis

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Pre-mapped metadata, including embedded

best practice calculations and metrics for

Financial, Executives and other Business

Users.



Presentation Layer



Logical Business

Model



Physical Sources

3 Pre-built ETL to extract data from over 3,000

operational tables and load it into the DW,

sourced from SAP, PSFT, Oracle EBS and

other sources.

2 A “best practice” library of over 360 pre-built

metrics, 30 Intelligent Dashboards, 200+

Reports and several alerts for CFO, Finance

Controller, Financial Analyst, AR/AP

Managers and Executives

4 Pre-built warehouse with 16 star-schemas

designed for analysis and reporting on

Financial Analytics

1

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

Role Based Dashboards



Analytic Workflow



Guided Navigation



Security / Visibility



Alerts & Proactive Delivery



Logical to Physical Abstraction Layer



Calculations and Metrics Definition



Visibility & Personalization



Dynamic SQL Generation



Highly Parallel



Multistage and Customizable



Deployment Modularity



Abstracted Data Model



Conformed Dimensions



Heterogeneous Database support



Database specific indexing

Oracle BI Applications Architecture

A

dmi

nistr

at

ion

data

Oracle BI Presentation Services Dashboards by Role

Reports, Analysis / Analytic Workflows

Metrics / KPIs

Logical Model / Subject Areas

Physical Map Oracle BI Server Direct Access to Source Data Data Warehouse / Data Model ETL Load Process Staging Area Extraction Process

DA

C

Federated Data Sources

Siebel

Oracle SAP R/3 PSFT EDW

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Oracle BI Apps: Selected Key Entities

Unified multi-source data model

Conformed Dimensions



Customer



Products



Suppliers



Cost Centers



Profit Centers



Internal Organizations



Customer Locations



Customer Contacts



GL Accounts



Employee



Sales Reps



Service Reps



Partners



Campaign



Offers

Sales

 Opportunities  Quotes  Pipeline

Order Management

 Sales Order Lines  Sales Schedule Lines  Bookings  Pick Lines  Billings  Backlogs

Marketing

 Campaigns  Responses  Marketing Costs

Supply Chain

 Purchase Order Lines  Purchase Requisition Lines  Purchase Order Receipts  Inventory Balance  Inventory Transactions

Finance

 Receivables  Payables  General Ledger  COGS

Call Center

 ACD Events  Rep Activities  Contact-Rep Snapshot  Targets and Benchmark  IVR Navigation History

Service

 Service Requests  Activities  Agreements

Workforce

 Compensation  Employee Profile  Employee Events

Pharma

 Prescriptions

 Syndicated Market Data

Financials

 Financial Assets  Insurance Claims

Public Sector

 Benefits  Cases  Incidents  Leads

Modular DW Data Model includes:

~350 Fact Tables

~550 Dimension Tables

~5,200 prebuilt Metrics

(2,500+ are derived metrics)

~15,000 Data Elements

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Example: Analytic Workflows

Business

Objectives /

Issues

Gain

Insights

Take Action

Target collection efforts to _{reduce overdue balances} Drill to

Overdue Invoice Detail Who are the Customers

and Collectors? How long is the underlying Overdue

Balance pending? Is Overdue Balances

trending up?

Is DSO on target?

Maximize Cash Flow

Drill to

Due Balances by Region What is the aging of

Due Balances? Are Payment Terms

in compliance?

Is DPO on target?

• Business Function:

Receivables

• Role:

Director, Credits & Collections

• Objectives:

• 1) Maximize Cash Flow

• 2) Control Risk of

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Example: Analytic Workflows

Business

Objectives /

Issues

Gain

Insights

Take Action

Target collection efforts to

reduce overdue balances

Drill to

Overdue Invoice Detail Who are the Customers?

How long is the underlying Overdue

Balance pending? Is Overdue Balances

trending up? Is DSO on target?

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Verify Supplier Payable Status

PCS Computing: Analytics in Action

Identify Problem w/ Revenue 1 Locate Substitute Product Source Additional Parts 4 3 Execute Multichannel Sales Campaign Problem with Invoice & Backlog 2 ₁₀ Sales Finance Marketing Contact Center Supply Chain 5 Identify Overstocked Laptops 6 Create Campaign for Overstock 7 Ensure Campaign Readiness 8 Monitor Contact Center Performance 11 Address Agent Retention issue 9 Workforce

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Seamless Analytics Across Multiple Data Sources

Sales Finance Marketing Contact Center Supply Chain Workforce

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Build from Scratch

with Traditional BI Tools

Oracle BI Applications

Prebuilt Business Adapters for

Oracle, PeopleSoft, Siebel, SAP,

others

Prebuilt DW design, adapts to your

EDW

Role-based dashboards and

thousands of pre-defined metrics

Easy to use, easy to adapt

Weeks or Months

Back-end

ETL and

Mapping

DW Design

Define Metrics

& Dashboards

Back-end

ETL and

Mapping

DW Design

Define Metrics

& Dashboards

Training / Roll-out

Training / Rollout

Months or Years

Oracle BI Applications

solutions approach:

• Faster time to value

• Lower TCO

• Assured business value

Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

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Deployed to 800 users in under 90 days

Analytics for sales-oriented contact center

Live in 120 days

Sales Analytics

4 months from decision to live for 1,200 users

Pharma Analytics

Live in 100 days, 6,500 users

Sales and Marketing Analytics

“I can vouch that it can be deployed as

rapidly as they claim...It is a product that

really delivers.”

Deployed to 3,000+ users in 3 months

Sales Analytics

What Customers Are Achieving

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7.9 Release Themes

• Unified multi-source data model

• Enhanced user experience

• Data Warehouse Administration Console

• Expanded deployment options

• Support Oracle EBS v11 v11i9 and v11i10

• Support DB2 V8 on z/OS as both source

and target database

• Support Teradata V2R6 as target

database

• Full localization

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Tight Integration with Applications

Shared security with Oracle EBS and Siebel CRM

• EBS Security Integration

• FND_User security

• Shared responsibilities between Oracle EBS and Oracle BI

Apps

• Oracle SSO

• Siebel CRM Security Integration

• Siebel native security

• Shared responsibilities between Siebel CRM and Oracle BI

Apps

• Hot-Pluggable Security

• Pre-built security roles in BI Applications

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Tight Integration with Applications

Action Links navigate from analytical to operational

• Action Links

• Direct navigation from analytical report to transactional detail

while maintaining context

• Take action immediately without navigating to a different

screen

• Oracle EBS Integration

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Analytic Workflows

Directed analysis helps inexpert users

Guided Navigation

• Enables users to quickly navigate a standard path of analytical discovery

specific to their function and role

• Enhances usability and lowers learning curve for new users

Conditional Navigation

• Appears only when conditions are met and alerts users to potential out of

ordinary conditions that require attention

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Data Warehouse Administration Console (DAC)

Strong Competitive Differentiator

• For warehouse developers and ETL

Administrator

• “ETL orchestration tool”

• Application Configuration

• Execution & Recovery

• Monitoring

• Allows:

• Pin-point deployment

• Load balancing

• Reduced load windows

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Analytic Applications Families

All on Common Oracle BI EE Technology

Other Operational & Analytic Sources

Oracle BI Suite EE

Fusion Intelligence

for EBS

Fusion Intelligence

for PeopleSoft

Enterprise

Oracle BI

Applications

Enhancement/Extension

of DBI

Extension of EPM,

Replacement for

BO,Cognos,MSTR

Single source, Multi-source

For EBS, PSFT, SEBL,

SAP, Other

(31)

Daily Business Intelligence

Fully Integrated Business Intelligence for the E-Business Suite

• Suite of pre-built, role-based BI Applications

• Easy-to-use, interactive, and extensible dashboards

• Seamless integration with E-Business Suite

• Single source of truth (no upload to data warehouse)

• Seamless drilldown to transaction tables

• Easy to deploy

• No separate ETL tool to learn and maintain

(32)

Oracle Daily Business Intelligence (DBI)

Easy-To-Use Dashboards Within E-Business Suite

• Role Based Dashboards

• Leverages EBS

Infrastructure and

Materialized Views

• No Data Movement

Required

• Drill Directly to

Transactions from

Summaries

• Implements in Days

• Fastest Path to

Information from EBS

• Part of EBS “Rapid

Install”

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Drill Through: Summary to Actual Transactions

Summary &

Trends

Detail

Information

Transactions

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38

11i.9 (DBI v6)

11i.10 (DBI v7+)

12 (DBI v8)

Intelligence Reports 33 214 377 54 313 827 60 362 918 Dashboards KPIs

EBS R12: Continued Delivery of Pre-built Apps

 VP of HR  Line Management  HR Manager  Line Manager  HR Analyst  Benefits Manager  Benefits Analyst  Learning Manager  HR Specialist  Learning Coordinator  HR Help Desk Manager  Compensation Manager  Compensation Analyst  Benefits Manager  Benefits Analyst  HR Analyst  CFO  Controller  Treasurer  AP manager  AR Manager  Assets Manager  Tax Manager  Cost Manager  Projects Manager  Revenue Manager  Collections Manager  Payroll Manager  Accountant  Compliance Clerk  AP Clerk  AR Clerk  Financials Analyst  Supply Chain VP  Service VP  Manufacturing VP  Material Management VP  Product Management VP  Planning VP  Plant Manager  Production Manager  Production Line Supervisor  Production Scheduler  Production Process Engineer  Inventory Manager  Warehouse Manager  Sales Contracts Mgr  CFO  CPO  VP Corporate Procurement  VP Business Unit Procurement  VP Central Procurement  Procurement Manager  Buyer  Contracts Manager  Contracts Administrator  Commodity Manager  Sourcing Strategy Analyst  Contracts Analyst

Procurement

Supply Chain

Human Resources

Finance

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39

Fusion Intelligence EBS Edition

Pre-Packaged Repository Scope

• Order to Revenue

• Order Fulfillment and Shipping

• Manufacturing (Process and Discrete)

• Inventory (Process and Discrete)

Financials Intelligence

• DBI Workforce Activity and Deployment

• DBI Compensation Salary Summarization

• DBI Leave and Absences

• HCM EUL Recruitment Pipeline

• HCM EUL Recruitment Vacancies

• General Ledger

• AP Expenses (GL) • AR Revenue (GL) • GL Activity • Budget

• Accounts Payable

• AP Invoices

• AP Invoices Aging (Due & Past) • AP Payments Schedule

• Accounts Receivable

• AR Adjustments • AR Payments Schedule • AR Receipts • AR Invoices • AR Aging Receivables

• Sales Credits

• Compliance

• Sales Opportunity

• Sales Pipeline

• Sales Forecasting

• Service

CRM Intelligence

Supply Chain Intelligence

Human Resources Intelligence

Not a Commitment to Deliver—Subject to Change

• Procurement Management

• Supplier Management

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Pre-Packaged Semantic Objects

Pre-Packaged Dashboards

Pre-Packaged Reports

Packaged

Integrations

In-Place Schema (DBI)

Oracle BI

Applications

(former SBA)

Fusion Intelligence

for PeopleSoft

Fusion Intelligence

for Oracle

Components of Intelligence Applications

Solution Architecture

JD Edwards

MDW (EPM)

RMW & CW (SBA)

Maps

Models

Metrics

Solution Architecture

(37)

41

Fusion Intelligence for EBS

“Best of Both Worlds!”

"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"

After

Value Proposition : Flexible, Extensible BI Platform that

is open to multiple data sources; low TCO of DBI

(38)

Fusion Intelligence for EBS Features

"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality

After

Flexible Time

Periods

Multiple

Currencies

Key Performance

Indicators

Multiple Data

Widgets for

presenting data

Summary Results

Guided

Navigation

(39)

Fusion Intelligence for EBS Details

• End-to-end Oracle solution

• Pre-packaged dashboard templates

• A repository with a business model

based on underlying DBI data

model

(40)

Pre-Integrated For Embedded BI

Embedded, In-context,

reports and graphs to

promote action within

transactional workflows

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Guided Drilldown

Actual Transactions

Detail Information

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Ad-hoc Query Capability

• DBI Base Summaries and

MVs available for Ad-hoc

analysis

• New Calculated Fields

• Available within Market

Leading BI Toolset

• Easy to use Charting tool

• Formatting

• Widgets

• Highlighting

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• Analytic Workflows

• Guided Navigation and Conditional Navigation links

• Checks for specific conditions and displays (or not) a dashboard section,

or a navigational link to either a report or a dashboard

• Action Links

• Direct navigation from record to transactional while maintaining context

Guided Navigation & Action Links

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Integrated Security

• Launch Oracle

DBI EE dashboard

from Application

Navigator

• Shared

responsibilities

between Oracle

EBS and Oracle

DBI EE

• Sign in only once

(45)

Three Components of Fusion Intelligence

Fusion Intelligence for

EBS and PeopleSoft*

DBI or EPM Apps (many

customers already have this)

Oracle BI Enterprise

Edition Suite License

EBS

PSFT

OLTP

1

2

(46)

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51

Oracle BI Apps Roadmap

OBI Apps

 Unified enterprise data

model

 Leverages BI EE 10gR3

 Enhanced DAC

Oracle BI Applications

7.9 BI

 Translation to 15

languages

Oracle BI Applications

7.9.0.1 BI

 PSFT 8.8 HR, Financials

adapter

 SEBL 8.0 adapter

 Data Lineage Console

 OFSA Analytics

Oracle BI Applications

7.9.1 BI

 PSFT 8.9, 9.0 HR,

Financials adapters

 SAP 4.6c, 4.7 adapters

 EBS R12 adapter

Oracle BI Applications

7.9.X

BI

Oracle BI Applications

8.0 BI

 New application content

Oracle BI Apps for

Fusion Applications

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Oracle BI Applications ETL Adapter Support

CRM Financials Human Resources Supply Chain Order Management Procurement & Spend EBS 12 7.9.x 7.9.x 7.9.x 7.9.x 7.9.x 7.9.x EBS 11.5.10 7.9.x 7.9 7.9 7.9 7.9 7.9 EBS 11.5.9 7.9 7.9 7.9 7.9 7.9 EBS 11.5.8 7.9 7.9 7.9 7.9 7.9 PSFT 9.0 7.9.x 7.9.x PSFT 8.9 7.9.x 7.9.x PSFT 8.8 7.9.1 7.9.1 SAP 4.7 7.9.x 7.9.x 7.9.x 7.9.x SAP 4.6c 7.9 7.9 7.9 7.9 Universal 7.9 7.9 7.9 7.9 7.9 Siebel 8.0 7.9.1 Not Applicable Siebel 7.8 7.9 Siebel 7.7 7.9 Siebel 7.5 7.9 Siebel 6.3 7.9

7.9

7.9.1 7.9.x

"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality

Strategy:

ETL adapters to

be delivered as

7.9.x patches as

they become

available. To be

available soon:

• SEBL 8.0

• PSFT 8.8

• PSFT 8.9

• EBS 12

• SAP 4.6c

• SAP 4.7

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53

Fusion Intelligence Supported Integrations

CRM Financials Human Resources Supply Chain Order Management Procurement & Spend EBS 12 FI R-0.1 FI R-0.1 FI R-0.1 FI R-0.1 FI R-0.1 FI R-0.1 EBS 11.5.10 FI R-0 FI R-0 FI R-0 FI R-0 FI R-0 FI R-0

EBS 11.5.9 DBI v6 DBI v6 DBI v6 DBI v6 DBI v6 DBI v6

PSFT 9.0 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 PSFT 8.9 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 PSFT 8.8 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 PSFT 8.4 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 FI R-0 EPM 9.0 SAP 4.7 SAP 4.6c Siebel 8.0 7.9.1 Not Applicable Siebel 7.8 7.9 Siebel 7.7 7.9 Siebel 7.5 7.9 Siebel 6.3 7.9