Rajat Walia IBM Cognos Business Intelligence and Performance Management
Welcome to IBM Webathon 2010 Session Objectives At the end of this session, you will be able to understand: Performance Management and the business problems that Cognos solves Cognos BI architecture Cognos BI Products and Components Where Cognos Fits in the IBM IM stack 2
Real time Data View 3
Power of Cognos OBSTRUCTED VIEW RIGID DISTRACTED FRAGMENTED REACTIVE AWARE AGILE FOCUSED ALIGNED PREDICTIVE 4
Welcome to IBM Webathon 2010 Three Questions that Drive Performance How are we doing? Why? What should we be doing? 5
Three Questions that Drive Performance How are we doing? How are we doing? Why? Why? What should we be doing? What should we be doing? 6
Three Questions that Drive Performance FINANCE MARKETING PRODUCT DEVELOPMENT How are we doing? Why? SALES What should we be doing? OPERATIONS CUSTOMER SERVICE HR IT 7
Performance Management Capabilities FINANCE MARKETING PRODUCT DEVELOPMENT Measuring & Monitoring Reporting & Analysis SALES Planning OPERATIONS CUSTOMER SERVICE HR IT 8
How are we doing? How are we doing? Dashboard shows On Time Shipments below plan 9
How are we doing? How are we doing? Why? Report shows production bottleneck due to Material Shortage 10
How are we doing? How are we doing? Why? What should we be doing? Demand Volume is reviewed and Plant Production Plan is adjusted to remove bottleneck 11
Non-integrated Tools Hamper The Decision-Making Process Business User Challenges 47% of users don t have confidence in their information (1) How are we doing? 59% say they missed information they should have used (1) 42% of managers use wrong information at least once a week (1) 25% user adoption within organizations How are we doing? 95% of the typical workforce does not understand the strategy (2) CRM INTERNAL DATA 60% of organizations do not link budgets to strategy (2) ERP HR Why? Why? IT Challenges Too many BI & FPM Tools: Disparate, disconnected, and nonintegrated Departmental and siloed IT resource intensive TBS/DLB RETAIL What should we be doing? Different tools required to meet different needs of the business Lack of trusted information What should we be doing? No single version of the truth Data is incomplete, low quality, and fragmented EXTERNAL DATA Many different sources and difficult to access NEILSEN 12 12
IBM Cognos Performance Management System Applications & Blueprints Access & Interactivity Universal Capabilities Business Modeling Performance Management Platform Information Infrastructure 13
IBM Cognos Performance Management System Performance Management Platform Applications & Blueprints Access & Interactivity Universal Capabilities Business Modeling Performance Management Platform Information Infrastructure 14
Summary Cognos 8 Architecture Casual Users Customers & Partners Executives Business Managers Financial Analysts Professional Authors Data Analyst Data Modeler Common Business Model Application & Web Servers Administrator IT Tools Services API Shared Set of Purpose-Built Services Business Content Security Providers & Firewalls Data Integration & Data Quality Tools System Architect Developer Open Data Access Platforms & Databases Cognos 8 Architecture Message Sources Relational Sources Application Sources OLAP Sources Modern and Legacy Sources 15
Cognos 8 BI Products & Components Consumer Modes Cognos Connection Go! Office Go! Mobile Go! Dashboard Go! Search Extranet / Portals / Apps Authoring & Analysis Query Studio Report Studio Analysis Studio Event Studio Metrics Studio Administration Metadata Modeling Framework Manager SQL Relational Files XML OLAP MDX VVM More ODBC Planning, TM1, Controller Content Store 16
IBM Cognos Performance Management System Business Modelling Applications & Blueprints Access & Interactivity Universal Capabilities Performance Management Platform Information Infrastructure 17
Cognos Framework Manager Metadata for Business Intelligence Framework Manager (FM) is a data modeling tool that provides a business presentation of the information in the data sources. This model serves as the foundation for users to create Main reports Goals : An intuitive end user experience Leverage existing metadata and add value Predictable queries and results To fully leverage advanced features you should model your business view dimensionally. It is not required that you model dimensionally, but it is important to understand how your model impacts the predictability of your queries and results 18
IBM Cognos Performance Management System Universal Capabilities Applications & Blueprints Access & Interactivity Business Modeling Performance Management Platform Information Infrastructure 19
BI Authoring & Analysis Cognos Studios Provide authoring and analysis interfaces geared to specific users depending on their skill sets, tasks, and objectives to accomplish Leverage the metadata model created in Framework Manager Query Studio Helps business users find answers to focused questions Analysis Studio Performs analysis to discussion trends, risks, and opportunities Metrics Studio Manage business metrics by monitoring, analyzing, and reporting them at all levels of the organization Report Studio Builds sophisticated, multiple-page, multiple-query reports against multiple databases. It allows you to create any required report, such as invoices, statutory, statements, and weekly sales and inventory reports. Event Studio Notifies users of key operational or performance-related events that may affect their business 20
IBM Cognos 8 BI Reporting IBM Cognos 8 BI Reporting delivers a single environment, built on an open enterprise platform to address all reporting requirements. Only IBM Cognos Reporting delivers Universal data access Full breadth of report coverage Author once, access anywhere Secure reporting environment Integration with enterprise applications 21
Author once. Access anywhere. Any language Relational Sources Metadata Model Report Specification Any format Application Sources OLAP Sources Any mode Modern and Legacy Sources Common, consistent view of trusted data Shared view of trusted information Any location 22
Constar International s reporting challenge The challenge Limited IT resources The solution: Empower users to generate their own reports and then train more sophisticated users to create reports in Report Studio to polish and upgrade Query Studio reports in Report Studio 23
Report authoring for all users IBM Cognos 8 BI Report Studio Express authoring mode Simplified user interface Live data Statement-style reports Professional authoring mode Multi-lingual Pixel-perfect formatting Multi-source, multi-page, multi-style All report styles with flexible output Scheduling, email bursting, and event-triggers 24
IBM Cognos Performance Management System Access and Interactivity Applications & Blueprints Universal Capabilities Business Modeling Performance Management Platform Information Infrastructure 25
Flexible Access to Information Any language (robust Unicode support) Any format (PDF, HTML, Excel, XML ) Self-service access with personal alerts and search-based authoring and exploration Automated delivery with scheduling, email bursting, and event-triggers Access from within applications; in-process Access in location that best suits the user (MS Office, mobile devices, search ) 26
IBM Cognos Performance Management System Applications and Blueprints Access & Interactivity Universal Capabilities Business Modeling Performance Management Platform Information Infrastructure 27
Industry solutions based on proven practices that accelerate customer success BANKING Risk-adjusted profitability Branch Performance INSURANCE Operational excellence for underwriting & claims Product Performance. RETAIL Store operations planning Retail financial workbench Store development MANUFACTURING Sales and operational planning Trade promotion management Supply chain visibility PHARMA Sample allocation Clinical trial forecasting GOVERNMENT Municipal Performance Management Program objective memorandum for defence 28
Cognos Analytic Applications Out-of-the-box end to end applications Against Tier 1 ERP systems Designed to deliver a Perf Foundation Strategic vision and architecture, flexibility to implement tactically Rich business content Robust technical architecture Coordinated organization view 29
What This Means IBM Cognos Analytic Applications CHANGES AT THE SPEED OF BUSINESS Other Analytic Applications SLOW, COSTLY TO CHANGE GENERATED Authored BI (Reports, Analysis, Metrics) BI AUTHOR Authored BI (Reports, Analysis, Metrics) FINANCE ANALYST GENERATED Semantic Layer BI MODELER Semantic Layer WAREHOUSE DESIGNER GENERATED Data Warehouse WAREHOUSE DESIGNER Data Warehouse GENERATED ETL Code ETL DEVELOPER ETL Code SOURCE DESIGNER ERP Custom Source SOURCE DESIGNER ERP Custom Source 30
How does Cognos fit within IBM? 31
Information On Demand Better Business Outcomes Financial Risk Insight Customer & Product Profitability Workforce Optimization Business Optimization Dynamic Supply Chain Multi-channel Marketing End-to-end Capabilities 32
IBM Cognos Continued support for heterogeneous environments Data sources, applications Focus on innovation not integration Broadest and deepest Performance Management coverage and expertise 33
Our Commitment: Innovation that drives performance Solutions for your success Partnership for the journey 34
Thank You see you at My developerworks