Overview

Margie Bell, Director of Product Management Mary Martin, Principal Product Manager

Coordinated by
Arun Cavale
Supply Chain Architects
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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 remains at the sole discretion of Oracle.

Demantra Integration Overview

Demantra Demand Management Demand Management Real-Time Sales and Operations Planning Trade Promotion Management

Predictive Trade Planning

Advanced Forecasting Configure to Order

Deduction and Settlement Management

Promotion Optimization

Supply Chain Planning Strategic Network Optimization Inventory Optimization Adv. Supply Chain Planning Global Order Promising Collaborative Planning Production Scheduling

Siebel Siebel Sales

Oracle EBS Supply Chain Management and Financials

JDE E1 Supply Chain Management and Financials

Siebel CRM Trade Management Execution

3 Released Released in in 7.1.1 7.1.1 To be released in 7.2 In roadmap

Oracle Demantra Demand Management

Support planning the way your business works Standard, pre-configured, extensible hierarchies, series and worksheets to model all planning data:
Map to EBS and E1 hierarchies Products, product families and product categories Customer ship-to locations Sales channels and customer accounts Capture demand more frequently, closer to the point of consumption Capture demand and forecast at more granular level (store, shelf, attributes, product characteristics) Achieve consensus demand number more quickly by involving all constituents at the same time, including customers Quickly identify and react to demand changes and exceptions Leverage advanced statistics for more accurate demand number Use any combination of quantitative or qualitative data to establish your base line forecast High precision statistical forecasting, no statistical background required Superior Bayesian-Markov forecast analytics Forecast based on attributes and characteristics Leverage Advanced Forecast Modeling for promotion lift decomposition and causal analysis Profitably balance supply, demand, and budgets Align strategic and tactical plans Role based process, proactively managed via workflow

Sense demand real-time

Analyst

Improve forecast accuracy

Evolve to real-time S&OP

Final Approver

Demantra Integration Demand Management

Oracle EBS Demantra Supply Chain Management and Financials Demand Management
Items, Orgs, etc Calendars, Users Shipments, Bookings, UOM, Currency, Conversion Rates, Price Lists Forecast Error Forecast

Supply Chain Planning Inventory Optimization Strategic Network Optimization Adv. Supply Chain Planning

Demand Management
Demand Priority

JDE E1
Items, Orgs, etc

Demantra Demand Management

Shipments

Supply Chain Planning Strategic Network Optimization Production and Distribution Planning Production Scheduling

Supply Chain Management and Financials

Demand Management
Forecast

Forecast (XML)

SCBM

Forecast (XML)

Demand Management vs. Advanced Forecasting and Demand Modeling

3000 2500 2000 Cases 1500 1000 500 0 Week 1 Cases Actual

Past

Future

3000 2500 2000 1500 1000 500 0 W eek 1

Past

Future Gross lift

Net lift

Cannibalization Forward buying Pantry loading Competitive switching Category growth Baseline Actual

Baseline

Week 6

Week 11

W eek 6

W eek 11

DM

Week

AFDM

W eek

Basic causal forecasting

Shows the cumulative impact of multiple factors that impact demand

Adds advanced statistical analysis

Breaks down the impact in to baseline (including trend, season, and causals), direct lift, indirect lift (cannibalization and halo), pre-effect (event anticipation), and post-effect (pantry loading)
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Profitably balance supply, demand, and budgets Seeded templates for S&OP collaboration
Seeded consensus planning worksheets Easily tailored to your business

Evolve to Real-Time S&OP

Configurable and extensible

Collaborate at any level

Manage by exception instantly

Exceptions and visual cues easily point to important issues immediately Document all assumptions with a complete audit trail of decisions taken Leverage POS data to alert planners to exceptions real time (versus batch month by month)

Integrated
Seeded data streams integrated to EBS, SNO and ASCP for data commonly used in the process (production plan, on-hand, resource capacity, etc.)

Demantra Integration Sales & Operations Planning

Demantra
Items, Orgs, etc Calendars, Users Shipments, Bookings, UOM, Currency, Conversion Rates, Price Lists PLUS SCI data and unit cost ASCP data, Supply Plan members, SNO publish data files Consensus Forecast

Sales & Operation Planning

Oracle EBS Supply Chain Management and Financials

S&OP

Supply Chain Planning

SNO/ASCP collections

Inventory Optimization Strategic Network Optimization Adv. Supply Chain Planning

Demand Driven Predictive Trade Planning

Stakeholders

Collaboratively manage all funds, sales, and account planning

Finance

Marketing

Sales

Supply Chain

Collaboration Customer Data Workbench

Promotions

Sales forecasting by account/customer ship-to Predict and monitor trade fund spending Interactive promotion planning with what-if analysis of manufacturer and retailer impacts Lift decomposition identifies promotion effects such as cannibalization and halo Direct sales and external brokers and distributors Automatically selects best promotion strategy Leverage DM integration for Items, Locations, Shipments Promotional Pricing integration to ensure correct order pricing and accurately track promotional spending and accruals Settlement integration with A/R and A/P to resolve deductions and process claims

Profitably optimize future promotions

Products

Claims

Integration roadmap: E1

Integration roadmap: Siebel TPM

Single Source of Truth

Demantra Integration Predictive Trade Planning to E1

JDE JDE Order Mgmt
Customer Hierarchy Product Hierarchy Sales Activity (Historical and Current) List Pricing and Standard Costing Promotional Pricing (Off-Invoice & Bill-Back Allowances) Actual Promotional Spending/Accruals Volume Forecast Addressed During Implementation

Demantra PTP

Predictive Trade Planning

Promotion History

Legacy Legacy Client Client TPM TPM System System

JDE JDE A/R

Demantra DSM
Deductions Credit Memo / Write-Off / Chargeback

JDE JDE A/P

Payment Requests Confirmation

Deductions and Settlement Management

Claims

Manual Manual Entry Entry

Addressed by Demantra Demand Management Integration

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Demantra Integration Predictive Trade Planning to Siebel

Account Planning Hierarchy (initial full load with nightly incremental loads) Product Planning Hierarchy (initial full load with nightly incremental loads) Time Period Definitions (manual) Promotional Tactics Master List (manual) Pricing and Cost (future 18 months)

Siebel Siebel TPM TPM

Sales Activity (initial historical shipments load with nightly updates) Plan Master (initial full load with nightly incremental loads) Fund Balances (current snapshot) Promotions (initial historical load with nightly updates) Volume Forecast (baseline shipments future 18 months) Promotions Incremental Volume (current & planned) Promotional Lift Coefficients (future 18 months)

Demantra Demantra PTP PTP

Step 1: Step 2: Step 3:

Feed of master data, sales activity, and promotional details from Siebel to Demantra. Run forecasting engine in Demantra. Feed of baseline forecast, promotional incremental volume, and lift coefficients from Demantra to Siebel

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Roadmap: Business Transformation, not just S&OP

Best-in-class statistical forecasting improves baseline for Operations Plan and Sales Plan Best-in-class financial planning, budgeting and forecasting provides visibility to revenue and cost targets Aggregate and detailed planning and consumption analysis enable companies to pinpoint problems and opportunities at actionable level Demantra aligns financial plan from Hyperion to supply plan in EBS/ERP Current statistical forecast compared to financial budget on continuous basis and exception generated with actionable detail Integrated Siebel sales and promotions modeling provides instant impact of demand shaping applied to close gaps Potential revenue or profit short falls identified when something can be done about it
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Demantra Product Integration Plan

Oracle Demantra Product
Demand Management

EBS
R11i10 R12

JDE Enterprise1
R8.12 R8.11SP1 R9.0

Siebel

Peoplesoft

Hyperion

Advanced Forecasting and Demand Modeling Real-time Sales and Operations Planning Predictive Trade Planning R12 R11i10 R8.12 R8.2 (Siebel Sales) R7.8 In planning

Trade Promotion Optimization Deduction and Settlement Management

R8.12

R7.8

R8.12

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Demand Management Details

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Oracle Advanced Planning Complete E-Business Planning Solution

Supply Chain Intelligence Network Design Sales and Operations Planning Demand Management Inventory Optimization
IO SCI SNO DM

Service Fulfill Make Procure

Maintain

Finance HR
All Product, Customer, & Supplier Information

Projects

From detail to summary

Supply Chain & Manufacturing Planning ASCP Global Order Promising Distribution Planning Production Scheduling
PS GOP ASCP

Plan

Order

Sell

Market Develop

SC Exception Management CP Collaborative Planning From short-term to long-term 15

CP

EBS-Demantra DM Integration Description

The Integration of E-Business Suite & Demantra includes:
Seeded collections from EBS into Demantra DM Shipment History, Booking History, Returns History Manufacturing & Fiscal calendars Units of Measure Price Lists, Currencies, Currency Conversion Rates Level Values for seeded Hierarchies & Levels: Item Levels Product Category: Item > Category Product Family: Item > Product Family Demand Class: Demand Class Location Levels Zone: Site > Trading Partner Zone > Zone Customer Class: Site > Account > Customer > Customer Class Business Group: Organization > Operating Unit > Bus Group Legal Entity: Organization > Legal Entity Sales Channel: Sales Channel

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EBS-Demantra DM Integration Description

Legacy collections to support bringing in historical data and dimensional data from Legacy systems into DM
Shipment & Booking History Level Members Some customization is required to collect Sales Channel, Customer, Fiscal Calendar & to specify the Category Set

Support for multiple source instances

Item A from Instance 1 & Item A from Instance 2 are treated as the same item The items & parents collected are determined by profiles:

Master Category Set Master Org

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EBS-Demantra DM Integration Description

Output from DM to E-Business Suite includes:
Forecasts to

Advanced Supply Chain Planning Inventory Optimization Strategic Network Optimization Production Scheduling

Forecast accuracy to Inventory Optimization Forecast priority to Advanced Supply Chain Planning

APS and Demantra must be on the same database instance in order for Demantra to output forecasts to ASCP, IO, SNO, PS
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EBS-Demantra DM Integration Description

Supported configurations
One or more EBS 11i10 sources instances + one or more legacy instances, separate 11i10 APS/Demantra destination instance Consolidated 11i10 EBS source / APS / Demantra instance One or more EBS 11i10 source instances + one or more legacy instances, separate 11i10 Demantra instance (no other APS products) Consolidated 11i10 EBS source / Demantra instance (no other APS products)

Supported database versions are Oracle 9i and Oracle 10g Future plans include support for R12 and for configurations with R12 as the destination and 11i10 as the source

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EBS-Demantra DM Integration Description

Single EBS/APS/DM Instance
EBS Transactional Applications Shipments,Bookings, UOM, Currency, Price Lists Items, Orgs etc., Calendars

ODS

Demantra Staging Demantra

Flat file Loads

Consolidated 11i10 EBS source / APS / Demantra DM instance

ASCP IO SNO Demand Priority

Forecast, Forecast Accuracy,

Single EBS/DM Instance

Consolidated 11i10 EBS source / Demantra instance

EBS Transactional Applications

Demantra Staging

Flat file Loads

External File or DB View

Demantra

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EBS-Demantra DM Integration Description

Items, Orgs etc., Calendars

APS Planning Instance ODS Demantra Staging Demantra Flat file Loads

EBS Source

Shipments, Bookings, UOM, Currency, Price Lists

One or more EBS 11i10 sources/ One or more Legacy instances / Separate 11i10 APS/Demantra destination instance

ASCP IO

SNO

Forecast, Forecast Accuracy, Demand Priority

Demantra Instance Demantra Staging External File or DB View

One or more EBS 11i10 sources/ One or more Legacy instances / Separate Demantra destination instance

EBS Source

Demantra

Flat file Loads 21

EBS-Demantra DM Integration Setup and Process

SETUP Set up Instances PROCESS Run Standard Collection Run Collection for Currency Conv., UOM Conv. Run Collection for Price List, Returns History

Run Standard Collection Run Collection for Shipment & Booking

Designate Calendars For use in DM Designate Price Lists For use in DM Designate New Products (if required) To appear in DM

Automatically Launch Download? Yes Download Runs Automatically

No

Run appropriate Download Workflow for Price List, Returns, & Full Download if Auto=NO

Demantra Load Completes

Automated process

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EBS-Demantra DM Integration
After Instances have been setup, Standard Collections run and Calendars, Price Lists & Calendars setup, run the appropriate collections processes

Loads reference data from EBS Loads EBS data into DM Staging tables Loads data from Legacy Systems into DM Staging

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EBS-Demantra DM Integration
Workflow Manager gives the Admin access to the workflows that download data, calculate the forecast, upload data etc. Additional workflows can be created as needed

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EBS-Demantra DM Integration
After Setup & Collections are complete, Admin launches the Forecast Calculation & Approval Process workflow At completion, the Planning Group workflow is automatically invoked to notify the Demand Analysts the forecast is available

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EBS-Demantra DM Integration
Once the forecast is approved, the Admin can upload the forecast, forecast accuracy and forecast priority to ASCP, IO, SNO & PS The Workflow invokes an export integration profile to upload a global or local forecast to EBS

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EBS-Demantra DM Integration
The exported dataset is determined by the export integration profile
Local Forecast
Series: Final Forecast, Forecast Accuracy MAPE, Demand Priority Output Levels: Item, Org, Week

Global Zone Forecast

Series: Final Forecast, Forecast Accuracy MAPE, Demand Priority Output Levels: Item, Zone, Week

Local Forecast with Demand Class

Series: Final Forecast, Forecast Accuracy MAPE, Demand Priority Output Levels: Item, Org, Week, Demand Class

Global Zone Forecast with Demand Class

Series: Final Forecast, Forecast Accuracy MAPE, Demand Priority Output Levels: Item, Zone, Week, Demand Class
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EBS-Demantra DM Integration
Admin can create additional import integration profiles to download custom series Admin can also create additional export integration profiles to upload series; however the following naming convention must be followed for Series internal names:
Forecast: FCST_ Priority: PRTY_ Forecast accuracy MAPE: ACRY_MAPE_ Destination key: DKEY_

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EBS-Demantra DM Application Description

Demand Management offers:
Statistical forecasting, reporting, analysis, collaboration, exceptions, internal and external collaboration

Preseeded components
Levels, hierarchies, data series

Preseeded worksheets
Demand Analysis & Waterfall Analysis

Preseeded workflows
Analyst notification & Approval process

Forecast archiving to preserve current periods forecast

Process run manually or can be scheduled

Access to series, levels and menus based on security settings for groups and users
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EBS-Demantra DM Application Description

Workbench organizes the Analysts information
Select from seeded & custom worksheets View notifications and assigned tasks View online status of the collaboration group

Seeded worksheets in Demand Management offer a consolidated view of history, statistical forecast, overrides, final forecast, final approval and forecast accuracy Analysts can run ad-hoc forecast simulations Analysts can create & share worksheets
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EBS-Demantra DM Application Setup and Process

SETUP Admin sets up security & User Groups (First time only or to modify groups) PROCESS Analysts receive Notification from Forecast & Approval Workflow Analysts review & modify forecast

Admin customizes Workflows (One time only)

Analysts review & Modify forecast Send email to Manager Admin runs Archive Process and/or Upload as needed

Analyst checks off Task as done when analysis complete

Admin runs/schedules Forecast Calculation & Approval Workflow

Manager receives Notification to approve/disapprove Analyst changes No Mgr Sends email

Automated process

Admin receives Notification the Forecast is ready for upload

Forecast Approved Yes 31

EBS-Demantra DM Application
Create/Modify Users
System Administrator creates a new user in E-Business Suite with the relevant responsibility:
Demand Management System Administrator Demand Analyst

User is automatically created in Oracle Demantra

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EBS-Demantra DM Application
Analyst Overview

Analysts are notified when the forecast is available for review Analysts manage or view forecasts and demand by starting Demand Management Workbench Seeded worksheets with the necessary series for analysis and modification of the forecast are available for the analyst at the beginning of each cycle.
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EBS-Demantra DM Application
Analyst Overview
Select Demand Analyst responsibility and Demand Management Workbench to start Oracle Demantra The Collaborator Workbench displays; note the 4 panes of information

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EBS-Demantra DM Application
Analyst Overview
Analysts can start their review by selecting a Waterfall Analysis worksheet to determine the accuracy of previous forecasts Use the members browser to select the Category/Org combinations and review the actuals to forecast data

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EBS-Demantra DM Application
Final Approver Overview
When satisfied with the forecast, the Final Approval checkbox is checked which locks the forecast The My Tasks checkbox is also checked to notify the Sys Admin the forecast is available for upload

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EBS-Demantra DM Integration
Once the forecast is approved, the Admin can upload the forecast, forecast accuracy and forecast priority to ASCP, IO, SNO & PS The Workflow invokes an export integration profile to upload a global or local forecast to E-Business Suite

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Q U E S T I O N S A N S W E R S

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