Business Intelligence Performance Management for Enterprise Applications Jens

Business Intelligence & Performance Management for Enterprise Applications Jens Kaminski, IBM

Driving Performance Management continues to be challenging 60%+ of CEOs need to do a better job capturing and understanding information rapidly in order to make swift business decisions 47% of users don’t have confidence in their information 79% of companies: have 2 + repositories… (25%: have 15+) used to store data from a large variety of information sources 80% of IT problems are not detected by IT staff until reported by end users Sources: IBM & Industry Studies, Customer Interviews IBM CIO Survey, June 19, 2007 Accenture survey, January 04, 2007

COMPETITIVE ADVANTAGE Building on the Enterprise Application Foundation: Maximizing Competitive Advantage MANAGEMENT PROCESSES Set goals & strategies, manage exceptions, react to market changes Dynamic and ever-changing – iterative & collaborative Spans multiple, cross-functional sources for complete understanding ‘Lights-On’ investments (availability/scalability) Fixed structure and processes Operations-centric (day-to-day transactions) TRANSACTION PROCESSES

IBM Cognos Performance Management Platform: One Product, one Architecture MS Office Search Transactional Systems (ERP) Browser DW System Mobile E-mail Flatfile, XML, …

Universal Capabilities Applications & Blueprints Access & Interactivity Universal Capabilities Business Modeling Performance Management Platform

Scorecards and Dashboards: Measuring and Monitoring to See “How” You’re Doing Scorecards • Instant measurement relative to targets/benchmarks • Aligns decisions and tactics with strategic initiatives • Supports scorecarding methodologies • Ensures ownership and accountability Dashboards • Full range of dashboard styles, including personalized, self-assembly views with Flash graphics • Complex Information at-a-glance, • Helps focus on issues that need attention • Combines information across disparate sources

Query, Reporting: Understanding the “Why” of Business Performance Ad-hoc Query • Intuitive, self-service reporting • Access to all data; drag and drop query creation • Easy sorting and filtering • Share ad-hoc or promote for professional distribution Reporting • Provides full breadth of report types (personalized, transactional, management, statutory, production…) • Author once, consume anywhere • No re-authoring; ability to re-use queries, analyses, express-authored reports • Easy access to data lineage, glossary, annotations

Planning, Budgeting and Forecasting: Determining What you “Should be Doing” Planning • Replaces spreadsheet based, manual budgeting and planning • Engages the whole organization to make better informed decisions • Replaces rigid, annual budgeting with continuous planning for higher responsiveness • Supports best practices (e. g. driver based planning, rolling forecasts) • Offers packaged best practice Blueprints for processes inside and outside of Finance across industries

Key Questions IT Must Address How do I access information in diverse data sources ? Many user roles and demands How can everyone use and trust the same view of data across my organization? How do I scale to support mission critical deployments? How do I deploy today and respond to changing requirements? Multiple BI and Planning tools Many applications, platforms Data silos, multiple sources

Leverage Your Investment: Data Access Strategy Applications & Blueprints Access & Interactivity Universal Capabilities Business Modeling Performance Management Platform Open data access Message Sources Relational Sources Application Sources (SAP, Lawson, Oracle, etc) OLAP Sources (SAP BW, Essbase) Modern and Legacy Sources

Strategic Importance of your ERP Investment: Assumptions • Your investment in your ERP vendors is strategic • You are seeking greater returns on your investment • Your near term objectives include • Improve utilization data • Broader user reach and access frequency to data • Reduction in ad-hoc spreadsheets and departmental solutions • Consistent fact based decision making across all performance management processes • Extend your knowledge and expertise while reducing IT backlogs

IBM Cognos Performance Management Platform SAP Integration & Interoperability SAP Component IBM Cognos 8 Certifications SAP Net. Weaver Portal Enterprise Portal i. Views (EP-BP) SAP Web Application Server SAP Business Warehouse OLAP BAPI interface (J 2 EE-DEP) SAP BW (BW-OBI) Summary of Capabilities • Display Cognos BI content within an SAP Net. Weaver Portal • Single sign on and authorization using SAP security • Option to run IBM Cognos 8 on the SAP web application server • Use multiple versions, instances and all structures within SAP BW as a data source for IBM Cognos 8 content.

Embracing and Enhancing SAP BW • Leverage Business Warehouse metadata and business content • Access to all Business Warehouse structures • Strong MDX support and hierarchy awareness • BEx Variable support • Reusing BEx business logic • Currency Conversions BEx Queries • Measure Formatting Multi. Provider Info. Object Info. Cube ODS Object Info. Set SAP BW Info. Providers Remote Cube

Integration with SAP Net. Weaver Portal View Alerts View Metrics Browse Content View Specific Content Search Content

Next Generation Access to SAP BW • Cognos allows unique tuning of our engine to accommodate complexities of SAP BW • Adjustments for using MDX or BAPI • Overcome SAP’s limits around data volumes SAP Net. Weaver IBM Cognos 8 Metadata requests IBM Cognos SAP Provider 1 O L A P 2 Optimized MDX 3 B A P I MDX Processor SAP BW OLAP Processor 4 US Patent Application: 155 A - Multidimensional Query Simplification Using Data Access Having Local Calculation Engine

US Army ARDEC 24 Awards for $5 M, $430 M Cost Savings • Increased user acceptance. • Over a 10 -year period, 24 awards totaling almost $5 M, and up to $430 M of documented cost savings. “Implementing SAP on ARDEC’s reporting was paralyzing. When the switch was turned on, there were no reports. So the BW team turned to SAP R/3® reports and scrambled to design some SAP BW Business Explorer (BEx) reports. The user response was not positive: the new reports were rigid and difficult to layout; we lost our ability to report on a single version of the truth across multiple data sources. There were complaints about all aspects of SAP reporting. The business terms were different. The reports could not be printed. ” Mark Sauvageau, ARDEC Chief of Operations and Matrix for Financial Management

Analysis: Understanding the “Why” of Business Performance Exploration and Analysis • Compare and contrast to reveal symptoms and causes behind trends (e. g. sales trend analysis) • Flexible analysis using Web or Excel interfaces • From summary level to details with ease • Ability to work disconnected ‘What-if’ Scenario Modeling • Model and compare scenarios (e. g. financial or profitability analysis) • Flexible analysis using Web or Excel interfaces • Reorganize, reshape information with write-back • Tight integration of Cognos TM 1 with Cognos 8

TM 1 & IBM Cognos 8 Features • Plug & Play Portlets • Writeback • Financial Intelligence Benefits • Real-Time Reporting • What If Scenarios • Offline Reporting

Design Principles for BI & Performance Management Internal Information Model driven IT ownership Past Future Biz ownership Data driven External Information

Design Principles Example: ROLAP vs. MOLAP Internal Information Model driven Future MOALP (IBM Cognos TM 1) IT ownership Biz ownership ROLAP (DW – e. g. SAP BW) Past Data driven External Information

IBM Cognos Customers

New Investments Increasingly Focus on Optimization Business Optimization Growth is 2 Times Faster than Business Automation Competitive Advantage Financial Risk Insight ERP & Financials Dynamic Demand Planning Supply Chain Management Customer Profitability Call Center Operations Faster Processing, Reduced Costs Application Agenda Information Agenda

Performance Management with Information You Can Trust Smarter Business Outcomes Workforce Dynamic Financial Business Supply Chain Insight Optimization Customer. Risk & Product Profitability Optimization Multi-channel Marketing End-to-end Capabilities Flexible Architecture © 2009 IBM Corporation

IBM Cognos Performance Management: Fundamental Differentiators • Industry’s Only Single, Complete Platform for Performance Management • Lower TCO for development and maintenance • One solution to learn, one place to go for any Performance Management capability • Consistent Solution Roadmap Focused on Innovation • Develop today without fear of future redevelopment requirement • Business User Self-Service • Increases business agility reduces time to decision • Data Source Agnostic • Broad heterogeneous application and data support • Flexibility to adapt to evolving infrastructure landscape

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