Dimension Management Introducing IBM Cognos 8 Business Viewpoint

Agenda è Define the problems with dimension management è Introducing IBM Cognos 8 Business Viewpoint è Walkthrough real-life BI and Planning scenarios è Provide demo and architecture overview è Recap best practices to get started è Q&A

IBM Cognos Performance Management System Applications & Blueprints Access & Interactivity Universal Capabilities Business Modeling Performance Management Platform Information Infrastructure

Dimension Management Needs in the Business Do any of these sound familiar? è “I wish the sales hierarchy reflected the latest re-organization. ” Operations Manager è “When will the data warehouse reflect my new customer loyalty index? ” Brand Manager è “I want to realign my cost centers so I have plan and actual views. ” Financial Analyst è “I need my customer marketing hierarchy to be different from my shipping hierarchy. ” Marketing Manager

Dimension Management Adds Value Enterprise dimension management focuses on correctly managing the dimensions used to roll up data, analyze it and report it. Simply put, behind the clean-looking reports of many large corporations is a huge mess, which enterprise dimension management aims to fix. è What causes this huge mess? • 1) Each enterprise has assembled its own "portfolio" of systems. • 2) Divisions or subsidiaries have their own traditional or cultural ways of rolling up data. • 3) Simply put - change. BPM and Enterprise Dimension Management Maximize Business Performance Craig Schiff DM Review Magazine, June 2005

Dimension Management Ensures Shared Views …. by unifying the data management, it allows companywide views of performance that are so important to business performance management (BPM). è Desires for a better world: 1) Capture knowledge from domain experts in the business 2) Ensure collaboration on shared – not a single – view 3) Provide business a way to collaborate with IT to “own” their perspective of the way information should be organized Enterprise Dimension Management Craig Schiff DM Review Published: May 15, 2006

Drivers for Business Viewpoint èBI and Performance Management • • • Financial Performance Management Merger and Acquisition Strategic Account Management Sales Operations Marketing Efficiency Profitability Analysis

Three Common Questions è HR Business Financial Product Hierarchies Sales. Manager Analyst Org to Analyst manage – Time Hierarchy Camping Equipment §§ Sales Fiscal Asset representative Brand Accounts and/or Calendar Quarter Tents §§§ Regional Monthly Petty Cash Manager § Territory § Highland § Senior Weekly VP of sales § Liability Accounts Product § Dura. Tent § Chief Daily Executive Officer § Accounts Payable § Weather Max Tent § Financial § Lanterns §§ Equity Accounts Customer § Shine Bright § Stated Capital § Employees § Long Lasting § Revenue § Fishing Gear § Supplier § Catch. All § Product #1 Sales § Asset § Clothing § Cost of Goods Sold § Location § Boots § Product #1 Cost § Pants § Etc. § Shirts 1. How can we create and maintain the dimensions that domain experts are responsible for? 2. How can we maintain transparency across any changes made? 3. How can we ensure a common shared view across the organization?

Business Problems To Address è Business users cannot manage their views of the business è Domain experts cannot collaborate effectively in the dimension management process è Changes to dimensional models can have significant downstream impacts (e. g. to existing reports) è There is no consistent shared view of the hierarchical structures across the organization è There is no accepted repository for future planned members and hierarchies for budgeting and forecasting

Introducing IBM Cognos 8 Business Viewpoint è Solution • For business users to easily maintain, govern and share the hierarchies for use … and reuse … across Business Intelligence and Performance Management solutions è Result • Capture the business viewpoint on how to organize information to drive business performance • Save time spent on reconciling reports, plans, forecasts

Business Viewpoint Enables the Business Create and Maintain Enable the business to easily create their own perspectives with highly visual interface and fully flexible model Govern and Collaborate Replace manual, error-prone efforts with fully transparent, automated and auditable processes Share and Synchronize Deliver shared, approved viewpoints across Performance Management and provide bidirectional interfaces to external systems

Create and Maintain è Enable Business Definition of Common Dimensions • Create, edit, manage, compare, import Business users maintain any and all dimensions, attributes and hierarchies • Address all dimensions required for PM (chart of accounts, cost center, product etc) • Assemble multiple hierarchies, views or versions to support the performance management process • Work within familiar tools such as Excel • Provide notifications by role as changes occur Visualize create and relate dimensions and flexibly add any number of attributes

Govern and Collaborate è Enable Governance of Common Dimensions • Facilitate workflow collaboration, multi user contribution • Audit who makes changes and what changes are made • Provide version control and roll back • Apply security for dimensions, users and user roles • Provide lineage of maintenance history back to the source • Store dimensions in central store Assign specifics roles and areas of responsibility across the business community Manage nominations, approvals and versions with business workflow

Share and Synchronize è Enable Consistent Use of Common Dimensions Synchronize common dimensions for consistent performance management • Pre-built integration with Planning, TM 1, BI, Transformer* • Selectively publish changes to authorized applications • Subscribe and synchronize master dimensions IBM Cognos 8 BI IBM Cognos TM 1 • Impact analysis for downstream effects IBM Cognos 8 Business Viewpoint IBM Cognos 8 Planning End-to-end dimension management across the Cognos portfolio IBM Cognos Transformer Cognos Framework Manager

Use Business Viewpoint Across the Organization èWho uses Business Viewpoint? • Business Manager • Financial/Business Analyst • Product manager • Brand/Category Manager • Director/VP of FP&A èWhat are they working on? èWhat type of domain? • Products • Customers • Mergers and acquisitions • Channel • Launching new product lines • Chart of accounts • Opening new markets • Cost centers • Managing change to the business …any domain in BI and PM

End-To-End Dimension Management for Performance Management IBM Cognos 8 BI IBM Cognos Transformer IBM Cognos TM 1 IBM Cognos 8 Business Viewpoint IBM Cognos 8 Planning Cognos Framework Manager

Demonstration

Business Viewpoint for BI: Reporting Employees after an M&A 5 • BV provides the shared common view to all subscribers My BI users can now report on the new corporate employee structure Mission accomplished!! 1 I need to report on the NEW corporate employee structure after an M&A Now the changes have been approved I need to push them out to be reported on HR Analyst I need to pull the master employee structure from the warehouse and an excel spreadsheet from the acquired company DW • BV pulls data from warehouse and Excel and • Combines them so I can work with them 2 4 I need to make changes to the acquiring company’s dimensions • BV engages the workflow so the right individuals approve the changes I need to get approval for the changes I have made • 3 BV allows me to: • Add new employees and • Move current employees to different departments

Business Viewpoint for FPM: Brand Level Planning 5 • BV provides the shared • My BI users can now report on actuals to plan common view to all subscribers • My 2009 plans, along with all other brand manager plans are completed against the approved structures 1 I need to define and report on my brand hierarchy for next year’s plan • I will pull product master data from this year • I need to add new family and • Move i. Pods into entertainment DW • BV pulls data from warehouse Brand Manager • Brand Manager adds to and edits current structure in BV 2 4 • I am making changes along with many other brand managers for the 2009 plan • BV synchronizes updates • BV workflow engaged to approve all with Planning, TM 1 and BI • I need to synchronize with the subscribing systems changes via the right stakeholders 3

Business Viewpoint for FPM: Corporate Level Planning 5 Launch the Planning Cycle • Export to IBM Cognos TM 1 for “apples to apples” analysis of last year’s sales • Fine-tune new hierarchy Perform Impact Analysis 4 1 • Export to Cognos I need to develop Planning Obtain current year’s product hierarchy next year’s product hierarchy • Use BV’s data interfaces to import data from GL Budget Manager • Make snapshot • Add new products • Remove discontinued products Create a new product 3 planning hierarchy 2 • Create BV workflow Solicit Brand Managers

Business Viewpoint Marketecture Cognos Business Viewpoint Capabilities BI Planning TM 1 Controller Transformer Framework Manager Create and Maintain Govern and Collaborate Share and Synchronize Create & Maintain Dimensions User Managed Version Control Subscribe and Publish Easy to use Web Interface Role Based Access Privilege Cognos Integration Multiple Hierarchy Views Workflow Approval Process SOA/API/3 rd Party Integration Central Dimension Store Data Formats Flat File Source Data Systems General Ledger Relational ERP Cognos 8 assets DW SFA Spreadsheet HR CRM Web Services MDM

Top 4 Best Practices 1. This is a collaborative process with the business driving • IT plays a supporting role 2. Start small with your biggest dimension pain • 80/20 rule • Each project after this increases in value 3. Don’t try to do everything at once • Customer Accounts for Financial Services • Subscribers for Telecommunications • Products for Manufacturing • Stores or Products for Retail 4. Build a strong user community • Get the right stakeholders involved in the process • Establish a reconciliation process for disagreement

Summary: Business Viewpoint è With Business Viewpoint: • Business users CAN: own the viewpoints, manage the structures, relationships and attributes, from anywhere, in a shared view • Business users CAN: replace manual, error-prone efforts with fully transparent, automated and auditable processes • Business users CAN: deliver common approved viewpoints across Performance Management and provide approved structures to other systems è For More Information • Contact your Cognos sales representative

IBM Cognos 8 Business Viewpoint Thank you