See the presentation Patrick Spedding, IBM Cognos Midmarket Solutions Manager A/NZ, gave on his recent road show showcasing the Business Intelligence platform Cognos Express. IBM has specifically designed this powerful tool for mid sized organisations.

1. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Patrick Spedding
IBM Cognos Midmarket Solutions Manager, A/NZ
© 2009 IBM Corporation

2. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Agenda
• The opportunity and challenge for midsize
companies
• Introducing IBM Cognos Express
• Case Study:
Wendys Old Fashioned Hamburgers NZ
• Getting Started: Think Big, Start Small
© 2009 IBM Corporation

3. Breakthrough Reporting, Analysis and Planning for Midsize Companies
The reality of living in a globally integrated world is upon us.
• Tight credit markets and limited access to capital.
• Economic downturn and future uncertainty.
• Energy shortfalls and erratic commodity prices.
• Information explosion and risk/opportunity growth.
• Slowing economic superpowers and emerging economies.
• Increasingly complex supply chains and empowered
consumers.
The world is connected:
economically, socially and technically.
© 2009 IBM Corporation

4. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Midmarket companies are clearly focused on improving efficiency, with
customer care, business insight and working smarter close behind
Top Business Challenges
Improving efficiency
and reducing costs Improving
Efficiency
Increasing employee
productivity
Managing customer
relationships and providing Customer
better service Care
Attracting new
customers
Better predicting market
Business
trends and managing risk Insight
Collaborating across Working
employees, partners and/or
Smarter
suppliers
n=1879
2. How critical is it to address each of the following challenges with regards to improving your business
performance and efficiency?
Please rate them on a scale of 1 to 5, where 1 is “Not Critical At All” and 5 is “Extremely Critical”.
© 2009 IBM Corporation

5. Breakthrough Reporting, Analysis and Planning for Midsize Companies
A balancing act for today‟s midmarket executive
Differentiate from
competitors
Optimize costs
Reach customers and
Maintain secure, reliable improve collaboration
infrastructure
Greater insights and
Manage Legacy Systems better decisions
© 2009 IBM Corporation

6. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Challenges facing Midsize organizations
© 2009 IBM Corporation

7. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Challenges Facing Midsize Organizations
 Need to be more effective and efficient
 Unable to readily view and use their information
 Over reliance on spreadsheets
 Need solutions to drive competitive advantage
 Purpose-built BI and PM perceived as too large
Business and complex
 Unable to respond to increasing demand from
business
 Limited budget and resources
 Limited BI/PM experience
 Growing number of data sources and data
volumes
IT
© 2009 IBM Corporation

8. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Information
Information-driven and
accountable culture through
Dashboards and Reports
Action
Align resources
with decisions Insight
through Early identification
Planning of opportunities and
issues through
Analysis
© 2009 IBM Corporation

9. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Dashboards/Reports Information-driven
and accountable
culture through
dashboards and
reports
Planning Analysis
Align resources with
decisions through Early identification of
Planning opportunities and issues
through Analysis
© 2009 IBM Corporation

10. Breakthrough Reporting, Analysis and Planning for Midsize Companies
IBM Cognos Express
The only integrated Reporting, Analysis, Planning,
Forecasting and Budgeting solution purpose built and
priced for midsize companies
© 2009 IBM Corporation

11. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Easy to Install
Pre-configured solution includes
everything required for simple deployment
and management
Easy to Use
Self-service access empowers business
users and removes the burden from IT
Easy to Buy
Packaged and priced right… Start small, start
anywhere, deliver immediate value, and grow
© 2009 IBM Corporation

12. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Easy to Install
 Benefits
• Preconfigured “No assembly
required” – No hidden costs
– Minimum resource
• All you need - Embedded
needed
• OLAP, Security, Content store,
Web server, Data integration – Quick time to value
• Central management console
for content, security,
licensing and administration
12 © 2009 IBM Corporation

13. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Easy to Use
• Novice to advanced Users  Benefits
• Simple business view creation  Reduce IT Backlog
 Reduce burden on IT
• Data viewed in business
context  Business empowered
 Minimum resource
• Right interface for the right
needed
user
 Quick time to value
• Flexible delivery model
13 © 2009 IBM Corporation

14. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Easy to Buy
• Buy what you need and  Benefits
when you need it  Start small, start anywhere
• Low entry price point  Match projects to match
resource and budget
• No hidden costs constraints
 Quick time to business value
• Room to grow
 Low risk
• Affordable
14 © 2009 IBM Corporation

15. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Planning, Budgeting, Forecasting
• Transforms Excel with a powerful in-
memory analytics server for multi-
dimensional analysis and planning
• Centrally managed data, business
hierarchies, rules, calculations
• Continuous planning, aggregation,
analysis
• Excel or Web Interface
• “What if” scenario modeling & write-back
• Role-based security and clear audit trails
• Workflow management
© 2009 IBM Corporation

16. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Is this your current Budgeting and Planning process?
Data Sources Planning And is this the result?
Disparate data silos?
ERP
Poor data integrity?
SCM
No audit trail?
CRM Valuable business
knowledge buried in
GL complex workbooks?
GL
Long planning cycles
GL
with many “no-value-
add” steps?
Data
Warehouse Inflexible output and
reporting?
© 2009 IBM Corporation

17. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Analysis and Visualization
• Real-time analysis with in-memory
multidimensional capability
• Slice and dice, drill down/through
capabilities
• High impact data visualizations
• Simplified business view creation
and building
• On-the-fly business view changes
• „What if‟ scenarios with write-back
• Embed live content into MS Office
applications
© 2009 IBM Corporation

18. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Reporting and Ad Hoc Query
• Simple, intuitive authoring for novice
to experts
• Reports and dashboards to meet the
needs of different users
• Breadth of report coverage –
operational, transactional, managed,
dashboards, ad hoc
• Connect to any type of data and in
any combination – relational, OLAP,
desktop files
• Flexible report delivery via web
interface, PDF, Excel, email or Portal
© 2009 IBM Corporation

19. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Breadth of reporting coverage
Managed Reports Production Reports
 One to many reporting  Large volume
 Flexible prompting/bursting  Presentation quality formatting
 Scheduled  Output to many different
file types
Transactional & Operational Reports Ad-Hoc Reports
Use case: provide a point In  Interactivity and flexibility
time picture of performance to
budget, a KPI, or, to monitor  Self service
indicators  Financial information
Analytical Reports
 High level information  Survey: 82% of midsize organizations
looking for Reporting, Analysis and
 drill-down to understand
Dashboards
details
 Leverages multiple different
 Reporting is still the highest need
data sources across the organization
© 2009 IBM Corporation

20. Breakthrough Reporting, Analysis and Planning for Midsize Companies
© 2009 IBM Corporation

21. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Solving the Business Need
Information Insight Action
© 2009 IBM Corporation

22. Breakthrough Reporting, Analysis and Planning for Midsize Companies
© 2009 IBM Corporation

23. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Summary
• Integrated BI & Planning
• Purpose built and priced
for midsize companies
Easy to Install,
Easy to Use,
Easy to Buy
© 2009 IBM Corporation

24. Breakthrough Reporting, Analysis and Planning for Midsize Companies
Download a
and see for yourself!
© 2009 IBM Corporation

25. Breakthrough Reporting, Analysis and Planning for Midsize Companies
© Copyright IBM Corporation 2008 All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty
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operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are
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the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.
© 2009 IBM Corporation
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