Demantra Product Roadmap and

Functionality

Safe Harbor Statement

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 decision. The
development, release, and timing of any features
or functionality described for Oracles products
remains at the sole discretion of Oracle.

Oracle Demantra Products

Oracle Demantra Product
Oracle Demantra Demand
Management

Function

EBS

E1

Statistical forecasting, causal forecasting, new

product introduction, attribute based forecasting,
multi-dimensional analysis, collaboration, events,
exceptions, workflows

Replaces
Demand
Planning
(1:1
migration)

Replaces Demand
Forecasting and
Demand Consensus
(Net-Net migration)

Option: Oracle Demantra

Advanced Forecasting and
Demand Modeling

Cross-correlations, unlimited causal factors, nodal

tuning, advanced statistical methods, Promotion
modeling and event analysis, shape modeling

New

Replaces Advanced
Forecast Modeling
(Net-Net migration)

Option:Oracle Demantra
Real-time Sales and
Operations Planning

Balance supply and demand, synchronize marketing

and supply chain on promotion plan, assimilate sales,
finance, and operations into a cohesive planning
process

New

Oracle Demantra Predictive

Trade Planning

Define and manage promotions, compute and display

lifts, base and lift decomposition, halo and
cannibalization effects, promotion effectiveness and
ROI analysis, scenario evaluation against profitability,
quota, and allocated budget

New

New

Option: Oracle Demantra

Deduction and Settlement
Management

Reconcile deductions and payments with proof of

performance from your customer (retailer) per
promotion terms

New

New

Option: Oracle Demantra

Trade Promotion
Optimization

Suggest optimum promotions to maximize ROI

New

Demand Management

Sales and Operations Planning

Replaces Sales and

Operations Planning
(Net-Net migration)

Siebel

New

New

New

Trade Promotion Management

Business Process Integration Plan

Demantra to play increasingly key role in applications footprint
Advanced Planning
SCM

CRM
Demand Planning

Trade Promotion Planning

Demantra Demand Management

Demantra Predictive Planning

Demantra Advanced Forecasting

Demantra Promotion Optimization

Demantra Deduction & Settlement

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

Sales and Marketing

Sales
and
Operations
Planning

Sales
Marketing

Supply Chain Execution

Manufacturing
Order Management
Shipping Execution
Logistics

Finance
Financial Planning and Budgeting

SRM
Supplier Contracts

Product Integration Plan

SCM

Oracle Demantra
Product

EBS

JDE Enterprise1

Siebel

Peoplesoft
Enterprise

Demand Management

R11i10, R12

R8.12, R8.11SP1,
R9.0

TBD

Advanced Forecasting
and Demand Modeling

TBD

R8.12 (Other versions

TBD)

R12 (Other
versions TBD)

TBD

Predictive Trade Planning

TBD

R8.12 (Other versions

TBD)

R7.8 (Other
versions TBD)

Deduction and
Settlement Management

R8.12 (Other versions

TBD)

TBD

R8.12 (Other versions

TBD)

R7.8 (Other
versions TBD)

CRM

Real-time Sales and

Operations Planning

Trade Promotion
Optimization

Near Term Demantra Roadmap

Oracle promises and delivers
Goal

Roadmap

Lower implementation cost;

Out-of-box product integrations
and business flows

Demand Management*
Sales and Operations Planning
Trade Promotion Management

Maintain momentum;
Deliver next generation
functionality based on combined IP

Forecast engine settings validation intelligence*

Attach rate enhancements

Lower TCO;
Simplify technology infrastructure

Integrated install with ERP*

Integrated user Mgmt/ experience*
DB & App server support for Unix/Linux*
Silent admin component install*
Updated Java and plug-in components*
Translation to multiple languages

New Technology uptake;

Align to Fusion technology
components

Fusion middleware (AS 10G)*

BPEL
Fusion BI

* Demantra release 7.1.1

R 7.1.1 Product Integration Scope

Overcome integration objections and up-sell options

Hierarchies - Product family, product

category, Organizations, Demand
class, Ship From, Customer,
Geography, Sales Channel

Shipments, Bookings, Returns, Calendars, UOM,

Currency, Price lists, Items, Sales channels, Ship to
locations, Organizations, Customers, Demand classes*

EBS

Consensus forecast,
Demand priorities,

ASCP

Demantra

Contracts
(Inventory,
Shipping, Order
Management, Pricing, etc.

Demand
variability

Inventory Optimization

Integrated Demand
Management
EBS 11i10 and JDE E1
8.12
Pre-configured DM
Model
Pre-configured
worksheets

Integrated user
experience and lower
TCO for all six
Demantra products

* Many business objects are not available in JDE- E1 and will be empty. Category codes for product and organizations (branches)
will be seeded that can be to mapped to the JDE-E1 during implementation as needed. See R 7.1.1 TOI presentations for details.

Product Functionality

Demand Management
Key functional advantages statistical forecasting
Demantra DM

EBS DP

E1-Numetrix DF/DC

Forecast shipments, bookings, or any

other historical sales data

Supported

Supported

Rolling forecast cycle, automated

forecast versioning, accuracy tracking

Supported, rolling horizon

and historical accuracy
report are not automated

Supported, versioning
and historical accuracy
report are not automated

Forecast in monthly, weekly, daily, or

more granular buckets*

No support for lower than

day-level forecasting (R12)

No support for lower than

day-level forecasting

Outlier detection and masking**

No support for masking

Supported

Data transformations and missing data

interpolation

No support for data

transformations

No support for missing

data interpolation

Automatic determination of best

forecasting levels in item and location
hierarchies***

Pre-specify level at which

to forecast

Pre-specify level at which

to forecast

Forecast simulation mode, use existing

coefficient to score new history data

No support

No support

Short forecasting cycle (no extensive

batch processes to move data)

Build, populate, distribute,

collect batch processes

Supported

* Requires customization for forecasting at lower than daily buckets. ** Requires to create series to display outliers.
*** Requires initial one-time setup of forecasting tree and configuration of engine parameters.

Demand Management
Key functional advantages statistical forecasting
Demantra DM

EBS DP

E1-Numetrix DF/DC

Crostons and regression-based

intermittent demand models

Only Crostons (R12) and

MPT filter

Only Crostons

Trends, seasonal, and smoothing models

Supported

Supported

Multi-variate regression and ARMA

models

Only uni-variate
regression models, no
support for ARMA

Only ARMA models, no

support for regression
models

Causal forecasting

No support

No support (available with

Advanced Forecast
Modeling)

No support, only one bestfit forecast method

No support, only one

best-fit forecast method

15 Out-of-box causal factors (constant, time

granularity based trend/seasonal terms, price)
Model up to 5 new causal factors
Automatic identification of significant causal
factors

Bayesian mix modeling to combine

forecast methods more accurate, points
to several weighted forecast models

Demand Management
Key functional advantages collaborative demand planning
Demantra DM

EBS DP

E1-Numetrix DF/DC

Collaborative workbench for internal and

external participants

Requires separate cubes

or measures, performance
limitation

Limited support

Workflow driven forecasting exceptions

to ensure responsiveness

Supported

Limited support

Secure access and controlled data

visibility

Supported

Supported

Shared and private worksheets

Supported

No support

Multiple units of measure and currencies

UOM conversion
supported, but display in
only one UOM/currency

Supported

Online notes and audit trail

No audit trail

No audit trail

Off-line mode with automatic sync upon

login

No support

No support

Demand Management
Key functional advantages multi-dimensional analysis
Demantra DM
Worksheets

EBS DP

E1-Numetrix DF/DC

Flexible worksheets but

no support for context
sensitivity, multi-view,
embedding, or edit-lock
expression logic

No concept of named
worksheets. No support
for context sensitivity,
multi-view, embedding, or
edit-lock expression logic

Supported

Supported

High scalability and performance

Limited scalability

Limited scalability

Flexible formulaic expressions for

calculations and data manipulation

Limited support via

structured formulas

Limited support

Customer-channel-region specific pricing

for accurate revenue forecast*

Supported

Supported

Unlimited dimensions, levels, hierarchies

4 dimensions max per

demand plan, performance

3 dimensions unlimited
hierarchies

Context sensitive, configurable, and embedded

workspaces and graphs
Create new or modify out-of-box worksheets
Integrated KPIs and multi-view worksheets
Copy-paste and Excel-like working
Lock cells based either on validation or on
conditional logic of other data cells

Allocation and aggregation across

multiple hierarchies
Data editing and reconciliation at any level (topdown, bottom-up, and middle out forecasting)

* Requires to define/load prices for every combination; no precedence or prioritization logic available.

Demand Management
Key functional advantages Miscellaneous
Demantra DM

EBS DP

E1-Numetrix DF/DC

Product chaining and supersessions

Supported

Supported

New product forecast based on the past

performance of multiple like products

Supported

No support

Add new products for simulation

purposes

Supported

Supported

Supported

Up-sell, Cross-sell,
substitution support

No support

R 7.1.1 integrated to EBS 11i10 and E1

8.12 for history data, price list, UOM,
currency conversions, calendars, items,
customers, ship to, organizations etc.*

Integrated to EBS

Integrated to E1

Attribute-based forecasting and display

No support

No support

Define attributes (as levels)

High-Tech:

CPU, speed, frequency etc.

Gauge, composition etc.
Media: Genre, rating, box office etc.
Consumer Goods: Brand, market segment etc.
Automotive: Color, trim, make etc.
Metal:

Forecast, display, and analyze demand by

attributes
* Some data streams (manufacturing forecast, service parts usage history, service parts return history, 4 data streams related to CMRO
material requirements, sales forecast) and publish forecast to source functionality of EBS DP are not available out-of-box. Sales opportunity
integration to JDE-E1 which was available in Numetrix DF/DC is not available.

Demand Management
Key functional wish list
Demantra DM

EBS DP

E1-Numetrix DF/DC

Requires mapping and data collection of

model bills and historical sales, also
requires new series and configuration to
display planning percentages and
dependent demand
(solution guideline is available)

Support for CTO, PTO

forecasting. Forecast
planning percentages

No support

Multi-view worksheets display multiple

levels of the hierarchy at the same time
but each worksheet displays data at only
one hierarchy level combination

Dynamic drilldowns
across multiple levels
within a hierarchy inside a
worksheet

Series must be in columns (not rows)

Series can be in either

columns or rows

Supported

Limited support for 80-20, top 10 type

selection needs

Selector tools for easy

selective display

Limited support using

queries

No support

Intelligent rounding

No support

Requires extensive configuration

Service parts forecasting

No support

No support

Demand Management
Key functional wish list
Demantra DM

EBS DP

E1-Numetrix DF/DC

Worksheets are used as reports which

are not as flexible, export to spreadsheet
does not retain color coding

Adhoc and pre-seeded

reports, exception and
ranking reports

No pre-seeded reports.
Adhoc and exception
reports supported

The data must be available at day level to

aggregate in different types of calendars

Automated mapping of
manufacturing
weeks/periods to
months/quarters

No support

Data must be bough in at the lowest level

Allocation floor

No support

No support

Per-dimension allocations

No support

Requires access to business modeler

Users can create new

stored or formula
measures

Limited support

Requires configuration of export

integration profiles to selectively publish
forecast for product family and members

Two-level (product family

and members) planning

No support

No support

No support

Competency index based

consensus forecasting

Demand Management vs. Collaborative

Planning
Requirement

Collaborative
Planning

Demand Management

Demand Collaboration

Yes

Yes, multi-dimensional analysis and flexible, exception

based frame work. Collaborative user groups can be
defined across product roles. All collaboration features
operate in the collaboration group context, whos
online, task management, workflow, worksheet sharing,
security access to series and dimensionality, notes etc.

Customer VMI

Yes

No support

Supply Collaboration

Yes

No support

Supplier VMI

Yes

No support

y Requirement limited to forecast collaboration with trading partners

Use Demantra Demand Management

y Extensive requirement around VMI replenishments and/or supplier

collaboration

Use Collaborative Planning

Advanced Forecasting and Demand Modeling

Promotion modeling

y Define and manage promotions

y Compute and display promotional volume lifts

Unlimited concurrent promotions at different operating levels

consumer, multiple trade, and media

Promotional attribute merge techniques for concurrent discounts

y Assign actual sales to either baseline or lift:

Fixed baseline
Allocation based on baseline/lift proportion

y Promotional calendarization (normalizing to standard

calendar periods)
y Gantt chart display for promotions and other events
y Impact analysis of events

Advanced Forecasting and Demand Modeling

Advanced statistical modeling

y Cross-correlative analysis to address tough business

questions*

How does the sale of one product impact other products?

How does a brand marketing program impact a specific SKU?

y Bayesian Markov Envelope**

Allows extended handling of large scale causal regression

models by doing multiple comparative hypotheses (subsets of
causal factors) combined with Bayesian averaging

y Nodal tuning

Ability to fine tune engine parameters for a sub-set of data

y Estimation of NPI shape and automated adjustments as

the new history comes in*
* Requires configuration and statistical expertise
** This is an inherent statistical functionality and does not require any setup or configuration

Demand Management vs. Advanced

Forecasting and Demand Modeling
Past

Future

Past

3000

3000

2500

2500
2000

1500

Actual

Cases

Cases

2000

1000

500

500

Week 6

0
W eek 1

Week 11

Week

Net
lift

Gross
lift

Cannibalization
Forward buying
Pantry loading

1500

1000

0
Week 1

Future

Competitive switching
Category growth

Baseline

Baseline
Actual

W eek 6

W eek 11

W eek

AFDM

DM

Basic causal forecasting

Adds advanced statistical analysis

Shows the cumulative impact of

multiple factors that impact demand

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)

Demand Management vs. Advanced

Forecasting and Demand Modeling
Functionality

DM

AFDM

Causal Forecasting

Limited (15 pre-configured

and 5 open causal factors)

Unlimited causal factors

Forecasting models

9 forecasting models
within Bayesian
framework

6 advanced logistic and

ridge regression type
models normally used
with large number of
causal factors

Shape modeling statistical estimation of

product launch rates (shape) based on
prior learning

No

Supported

Demand Management vs. Advanced

Forecasting and Demand Modeling
Forecasting Models

Available in

Auto and Linear Regression (ARX)

DM

Integrated Causal Exponential Model (BWINT)

DM

Multiplicative Monte Carlo Regression (CMREG)

DM

Combined Transformation Model (ELOG)

DM

Croston for Intermittent (FCROST)

DM

Holt (HOLT)

DM

Regression for Intermittent (IREGR)

DM

Transformation Model (LOG)

DM

Regression (REGR)

DM

Integrated Auto and Linear Regression (ARIX)

AFDM

Auto Regressive Logistic (ARLOGISTIC)

AFDM

Dual Multiplicative Linear Regression (DMULT)

AFDM

Multiplicative Monte Carlo Regression for Intermittent (ICMREGR)

AFDM

Logistic (LOGISTIC)

AFDM

Modified Ridge Regression (MRIDGE)

AFDM

Real-Time Sales and Operations Planning

Best-practices, pre-configured worksheets

y Over 20 function-specific worksheets to analyze and build

consensus*

Marketing- analyze market share, trends, instruments and

adjust target market plan
Sales- analyze accounts by brand and compare to customer
forecast and adjust sales plan
Finance- analyze costs and profits by line of business and
adjust finance plan
Operations- analyze supplier performance by product line and
adjust supply plan
S&OP review of demand, supply, and inventory plan
Monitor consumption and respond to deviations

y Pre-configured series and calculations required for above

worksheets
* Pre-configured series, calculations, and worksheets are based on demo data and are for guidance only. These need to be
reconfigured (or create new) to map to customers specific business process.

Real-Time Sales and Operations Planning

Embedded functionality to flexibly model and manage S&OP process

y Fpos/Fsum functions to

Configure supply side series, calculations, and parameters

Example: On hand and projected inventory, Past due and projected
backlog, Production plan

Launch workflow based automation and management approval

process

y Demantra Anywhere html view to easily provide input to

the consensus process
y Dynamic Open Link to Excel and other BI tools to easily
create reports
y Calculate statistical (K) safety stock

Not a substitute for Inventory Optimization which calculates multi-echelon

optimal safety stock based on advanced concepts of postponement, risk
pooling, and demand/supply/manufacturing/fulfillment variabilities

Real-Time Sales and Operations Planning

What it can be configured to do

y Demand-driven replenishment planning*

Model simple inventory and replenishment parameters such as days of

supply, fixed quantity, and lead times

Model min-max and reorder point replenishments constrained by the

storage space to the store fixture level

Suitable for
Taking better replenishment decisions based on better understanding of
demand (not the mechanics of placing replenishment orders)
Direct retail replenishments of large number of SKU-locations for Media and
Entertainment and Consumer Goods companies

Not suitable for

Integrated VMI (ASN, firm/release orders etc.)- use Collaborative Planning
Load consolidation, inventory rebalancing, and complex distribution
networks- use ASCP (Distribution Planning, R12)

* Several pre-configured series and calculations and 3 worksheets based on demo data are provided for guidance. No out-of-box support
for execution of replenishment orders. Requires consulting effort to map to planning item attributes in EBS and to execute orders.

Predictive Trade Planning

Next generation trade promotions management solution
y Generate a baseline forecast based on historical sales data
(syndicated consumption, shipment, retailer POS, or mix)
y Predict lift and incremental volume for planned promotions based on
historical promotional activity
y Calculate Manufacturer and Retailer Profitability as well as Key
Performance Indicators (ROI, Cost Per Incremental Unit, % Spend,
etc.)
y Perform What If simulations to identify the volume and profitability
impact of various promotional tactics and price points
y Scenario Planning to compare various versions of an individual
promotion or an entire promotion plan
y Track volume and trade budgets and have immediate visibility to how
planned promotions impact them
y Decompose incremental volume to identify cannibalization, pantry
loading (pre/post effect), competitive brand switching, halo effect, and
brand growth

Predictive Trade Planning

Enables best-practice trade promotion planning

y Out-of-box worksheets

Volume tracking comparing last years sales, this year plans,

and shipments
Analytical evaluation of historical promotions
Comparison of multiple promotions
YTD actuals vs. planned by territories
Sales vs. Quota
Worksheets from both manufacturers and retailer's perspective
Promotion effect
Evaluate planned promotions against actuals
Detailed Lift decomposition

Quota & Fund Entry; top-down as well as bottom-up

Fund Balances

y Supports tables, graphs & charts configurable by user

Predictive Trade Planning

Collaborative trade promotion planning process

y Workflow driven exceptions

y Role-based configuration
y Supports internal and external collaboration

Secured access for brokers

y Update worksheets offline

Automated re-synchronization
User approved conflict resolution
Any data can be extracted for offline review and update

y Online notes and audit trail

y Spreadsheet-like capability with enterprise database
access & security
y Simultaneous update and visibility of multiple worksheets
y Integrated to excel

Predictive Trade Planning

Funds management

y
y
y
y

Multiple fund types and budgets supported

Establish accrual rates based on annual forecasts
Continuous updates based on account planning activities
Remaining balances projected based on forecasted
promotion events
y Enter funds and rates by territory
y Top-down fund management

Establish yearly quota and fund budget by retailer

Determine base and incremental volume plans

y Bottom-up fund allocation

By territory, retailer, brand, promotion group

Predictive Trade Planning

Account planning

y
y
y
y

YTD sales and quota balances

Event profitability
YTD revenue and profitability
Fund balances

Budgeted
Actual
Projected

y Cost benefit review for promotions by account

y All accounts aggregated according to sales hierarchy for
continuous visibility
y Export deal data to pre-formatted deal sheets in Excel

Predictive Trade Planning

Event and volume planning
y Create promotions instantly

Hierarchical promotion groups

Gantt-style marketing calendar
Copy existing promotions
Aggregate promotions costs and benefits

y What - if scenario planning

Sandbox to test different events

Unlimited promotion vehicle types
Base & incremental lift projections
Optional optimization to automate event selection
Visibility to approved and past promotions
Work flow driven approvals

y Cost benefits projections

Projected event spend

Projected budget balances
Manufacturer & Retailer profitability
Total and incremental
Percentage allocations from multiple fund budgets

Predictive Trade Planning vs. Demand

Management
Requirement

PTP

DM

DM + AFDM

Promotions definition and management

Yes

No

Yes

Baseline and volume lift calculation

Yes

No

Yes

Advanced statistical modeling

(Halo, Cannibalization, cross-effects,
etc.)

Yes

No

Yes

Promotion what-if scenario planning and

Gantt chart display

Yes

No

Yes

Promotional effectiveness (ROI, %

spend, cost per incremental unit, etc.)

Yes

No

No

Account planning

Yes

No

No

Promotional budget and funds planning

Yes

No

No

Out-of-box trade promotion management Yes

worksheets and processes

No

No

Predictive Trade Planning vs. Demand

Management
Requirement

PTP

DM

DM + AFDM

New product introduction

No

Yes

Yes

Integrated demand management model,

data collections, and worksheets

No

Yes

Yes

Demand forecast accuracy

No

Yes

Yes

Multi-dimensional analysis

Yes

Yes

Yes

Collaborative planning framework

Yes

Yes

Yes

Deduction and Settlement Management

Reduce administrative costs and days outstanding of deductions

Supports claims, deductions, and off-invoice settlements with

customers (usually retailers) who have run your promotions and now
need to reconcile payments

Enables collaborative, best-practice, standardized process to resolve

deductions

Centralized financial service reps and key account managers in the

field to research and clear deductions

Account managers, marketing managers, and brand managers work

with the same set of numbers making it much easier to settle accounts

Simpler, and inexpensive footprint

Integrated to trade promotion planning and optimization

Enables deductions to be cleared via trade fund payments or charge

backs

Deduction and Settlement Management

Displays key information

y Standard reports to provide comprehensive status of

deductions clearing process

Settlement Days Outstanding

Days Outstanding by Account and Settlement Type
Settlement Detail: Days Outstanding

y Ad-hoc reports for different business needs

Detailed reports for Customer Support administrators

High level metrics for Customer Support managers

y List of settlements against each event

Associate both notes and documents with a settlement

Examples: Customer Contract, Scanned Check Remittance, Customer
Invoice, Proof of Performance, etc

y Audit trail of all actions/data changes

Deduction and Settlement Management

Enables best-practice settlement process

y Automated matching of deductions to promotions

y Assign ownership (who is resolving deduction)
y Manual matching of deductions to promotions

Easy drill-down from summary level to settlement details

Drill-down to select promotion
Smart filter proposes match based on ship date and available budget

y Update and clear deductions

Link settlement to promotion

Mark as duplicate
Split across multiple promotions
Deny claim

y Process payments

Track all check requests against an event

Send checks to direct customer or indirect customer or broker

Trade Promotion Optimization

Automate promotion selection

y Evaluate impact of varying promotional tactics and

price points

User-defined boundaries for allowable promotions

Save account manager time over manual what-if analysis

y Optimize promotions based on

Goals such as maximize profit or revenue or volume

Constraints such as maximum budget, minimum retailer margin

y Compare metrics before and after optimization

Recommended promotion type

Expected promotion lift
Expected fixed and variable costs
Promotion ROI
Manufacturer & Retailer profitability

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