| Oracle® Retail Operational Insights User Guide Release 15.0 E65905-01 |
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This chapter introduces the role of operational business intelligence in a retail environment. It briefly describes the implementation of Operational Insights (OI) reports for Oracle Retail Sales Audit (ReSA), Oracle Retail Allocation and Oracle Retail Invoice Matching (ReIM) through Oracle Business Intelligence Enterprise Edition (OBIEE).
Operational Business Intelligence (BI) embeds business intelligence into the fabric of the business, intertwining it with operational processes and applications that drive thousands of daily decisions. In essence, operational BI merges analytical and operational processes into a unified whole. Operational BI delivers the right information to the right people at the right time so that they can take action. This not only streamlines processes and reduces costs, but also improves service and gives organizations a competitive advantage in the marketplace.
Operational Insights provides valuable transactional time insights into the retailer's operations and enables users in a retail organization to focus their work effort, quickly identify areas of concern, analyze their areas, and take actions based on their findings.
Oracle Retail Operational Insights embeds operational BI into the following Oracle Retail Merchandising applications:
Retail Sales Audit
Retail Invoice Matching
Allocation
Operational Insights enhances the user experience by providing the following features:
A modern user interface with dashboard insights, in-context launch, and embedded BI throughout the process.
Role specific dashboards that surface information to the targeted users to focus on their work.
Actionable BI which enables the user to contextually launch into the application transactional screens from the reports without leaving the application hence allowing efficient action.
Contextual BI reports embedded into the application transactional screens that display data in context to the action being taken during the transaction. This enables the user to take intelligent action after analyzing the appropriate data.
Pervasive BI to reduce lag or latency between events and the subsequent action hence driving the workforce efficiency in business.
This chapter provides an overview of Operational Insights role within each of the Oracle Retail merchandising products.
Operational Insights provides integration of OBIEE reports into the ReSA user interface. ReSA provides the tools to evaluate point-of-sale data, to ensure the accuracy and completeness of information exported to downstream systems used in optimization processes, financial reporting, and analysis. ReSA Operational Insights dashboards and reports provide pervasive business intelligence and are designed to be embedded within the ReSA ADF application.
An auditor can use operational business intelligence embedded within ReSA to help in day-to-day activities as follows:
View store days that are ready for audit and complete the workflow by launching the appropriate ReSA screen from the report
Identify and escalate high issue stores that are late polling on a continuous basis
View errors and fix them by launching the appropriate ReSA screen from the report
Identify and report fraudulent behavior in stores that report overage or shortage of monetary amounts
Draw comparisons and study patterns for a type of error that has multiple occurrences across days
View income generated across different tenders
Operational Insights provides integration of OBIEE reports into the Retail Invoice Match user interface. Oracle Retail Invoice Match is an invoice matching application that allows users to verify merchandise invoice costs and quantities before payment. ReIM operational invoice dashboards and reports brings useful business intelligence to the surface to assist with matching invoices and resolving discrepancies. The reports and dashboards are designed for 2 unique roles; Accounts Payable Specialist and Finance Manager.
The Accounts Payable Specialist and Finance Manager can use Operational business intelligence embedded within ReIM to help with day to day activities as follows:
Measure employee workload and group invoices by due date. Invoice count should be shown for Past Due, Due today, Due tomorrow, 2 days out and 3 days out.
Sort upcoming invoices that are due to be matched using an algorithm to help the user prioritize their workload.
Provide additional visibility to invoices with a cash discount, cost/qty discrepancy and tax discrepancy and allow the user to contextually launch into the ReIM application to view or resolve discrepancies.
Operational Insights provides integration of OBIEE reports into the Allocation user interface. Oracle Retail Allocation helps allocate merchandise against each store or warehouse after determining the inventory requirements for the given item, location, and week using real time inventory information. Allocation Operational Insights dashboards and contextual reports provide pervasive business intelligence and are designed to be embedded within the Allocation ADF application.
An allocator can use operational business intelligence embedded within Allocation to help in day-to-day activities as follows:
Be alerted to a PO that needs to be allocated close to the time of receipt.
Compare the stock versus sales for the given merchandise hierarchy to prevent overstocking or understocking.
View details of the Top Selling and Bottom Selling item in order to prioritize getting the fast selling product in time on the sales floor.
View the Open to Buy budget while creating a what-if allocation to check for budget overflows.
Operational insights for ReSA - uses Retail Merchandising System (RMS) as the data source for foundation data and ReSA tables as the data source for transactional data.
Operational insights for Allocation uses Retail Merchandising System (RMS) as the data source for foundation data and RMS, Allocation and RPM tables as the data source for transactional data.
Operational insights for ReIM uses Retail Merchandising System (RMS) as the data source for foundation data and RMS, ReIM tables as the data source for transactional data.
In the standard Operational Insights installation, the predefined reports are organized in the dashboard to facilitate role-based implementation. Oracle Retail Sales Audit Operational Insights dashboards and reports are designed for different categories of users such as:
Auditor
Auditor Manager
Oracle Retail Allocation Operational Insights dashboard and reports are designed for different categories of users such as:
Allocator
Allocation Manager
Oracle Retail Invoice Matching Operational Insights dashboard and reports are designed for different categories of users such as:
Accounts Payable Specialist
Finance Manager
In addition to role based security Operational Insights is also built to provide data level security, as configured in RMS, which controls the visibility of data (content rendered in subject areas, dashboards, Oracle BI answers, and so on) based on the user's association to data in the transactional system.
See the Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Enterprise Edition to learn about authentication and user role configurations for an enterprise.
See the Operational Insights Security Guide chapters on ReSA, Allocation and ReIM for data level security implementation.
The reports are displayed in the same language as set up in the integrated merchandise applications user preferences page. To set your preferred language access the user preferences page by clicking user name > Preferences at the top of the home page of the application.
The following languages are supported by Operational Insights:
Chinese (Simplified)
Chinese (Traditional)
Croatian
Dutch
English
French
German
Greek
Hungarian
Italian
Japanese
Korean
Polish
Portuguese (Brazilian)
Russian
Spanish
Swedish
Turkish
