This document summarizes the offerings of Veracitiz, a consulting firm specializing in performance management solutions. It provides an overview of their Cognos-based products and services including TM1, Enterprise Planning, BI Suite and Controller. It also includes case studies on implementing TM1 for a cement company's financial planning, health checkups for an IT company, and consulting for a financial institution. Veracitiz focuses on process optimization and aims to maximize return on investment for clients through their IBM-authorized solutions and global implementation methodology.

1. www.VERACiTIZ.com

2. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
INTRODUCTION CPM / FPM
OUR OFFERINGS CASE STUDY

3. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
COMPANY INFORMATION
Headquarters Mumbai
Management Incorporated in 2011
15+ consulting professionals on Cognos TM1, Cognos EP & Cognos BI, Cognos
Employees
Express
Offerings Planning | Budgeting | Forecasting | Consolidation | Reporting
BPOs, Technology, FMCG, Manufacturing, Insurance, Process Manufacturing,
Industries
Construction, Airlines, Telecom and Retail
Global Presence India
To maximize the Return On Investment for our customers and deliver end to end
Our Mission
business technology solutions.
Our Differentiator We stand for honesty in business – Veracitiz

4. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
OUR APPROACH
Process Consulting Approach
After having implemented various performance management solutions across various business
lines we believe that the process improvement is the most important part in such type of
implementations. As a result of our consulting approach which involves more of understanding
the process and uses the business intelligence tools as enablers. Process refinement gives more
value add to organizations rather than just having business intelligence tool implemented.
Sharing Best Practices
Best practices refer to practices implemented during various previous projects which ensured
that the solutions provided had given maximum benefit to the organizations. The best practices
may involve processes to ensure minimum manual work, maintenance of master data etc. With
our experience in the performance management solutions space we ensure that the
implementations adhere to the industry best practices

5. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
PARTNERSHIPS AND ALLIANCES
We are the IBM Authorized Reseller and Training Partner in the stream of Business Analytics
IBM Cognos Training Partner:
Veracitiz is a preferred training partner for IBM India , where consultants deliver training on all
EPM products at IBM University classrooms. Till date our instructors have delivered over 2,000
hours of successful training with an over 85% satisfaction rating

6. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
PERFORMANCE MANAGEMENT CYCLE
• Strategize – define organization strategy
1.
Strategize • Plan – create business plan and formalize
metrics
7. 2.
Forecast Plan • Budget – assign target numbers to the
plan
• Monitor – track performance against
targets
6. 3.
Report Budget • Analyze – slice/dice across multiple
factors
• Report – Legal and Management
5. 4. reporting
Analyze Monitor
• Forecast – Review for changing scenarios
and realign

7. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
FINANCIAL PERFORMANCE MANAGEMENT
Finance
Sales Financial Analytics
Product
Analyze and optimize performance
Development
Enterprise Planning
Plan, forecast and control enterprise resources
How are we doing?
Marketing
Financial Consolidation
Operations
Report to external stakeholders with be doing?
What should we confidence
Why?
FPM – A Specialized View Of
Customer
Performance Management
Human
Service
Resources
IT/Systems

8. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
PERFORMANCE MANAGEMENT – SERVICE OFFERINGS
SERVICES OFFERED
• End-to-end Solutions for CPM projects on
 IBM Cognos TM1
 IBM Cognos Enterprise Planning
 IBM Cognos BI Suite
 IBM Cognos Controller
• Installation Services
• Support Services
• Migration & Upgradation
APPROACH
• Process consulting approach with CPM tool as an enabler
IBM COGNOS IBM COGNOS
IBM COGNOS TM1 IBM COGNOS BI SUITE
ENTERPRISE PLANNING CONTROLLER

9. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
PERFORMANCE MANAGEMENT – SERVICE OFFERINGS
DIFFERENTIATORS
• Technology agnostic consultants with process oriented approach
• Certified Consultants through IBM certification process
• Global roll-out methodology
• Team of Chartered Accountants, BTechs, MBA & Finance graduates
IBM COGNOS IBM COGNOS
IBM COGNOS TM1 IBM COGNOS BI SUITE
ENTERPRISE PLANNING CONTROLLER

10. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
IBM COGNOS TM1
How answers are often found!!
How are we HR
doing? How are we
doing?
CRM
ERP
Why? Why?
CFO MARKETING
RETAIL
What should
What should we be doing? TBS/DLB
we be doing?
AC NEILSON

11. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
IBM COGNOS TM1
IBM Cognos TM1 Analysis
• A patented 64-bit read-write in-memory
OLAP engine:
 Optimized for large data volumes
 Instantaneous updates from streamed
data
 Drill through to transaction systems for
greater detailed analysis
• Supports multi-dimensional analysis
• Advanced Sorting and Ranking
• Public and Personal Views
• Familiar Excel & Web interfaces

12. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
IBM COGNOS TM1
IBM Cognos TM1 Modeling
• Expression based modeling environment to
define planning and analysis assumptions
• Can seamlessly integrate with Contributor
for new planning and analysis applications
• On demand interactive simulation to test
business scenarios
• Provides real time responsiveness for large
and sophisticated models
• An extension of the analysis process
• Owned by finance/business user

13. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
IBM COGNOS TM1
Enterprise planning
PLANNING
Customer Product Human
Sales Marketing Finance Operations IT/Systems
Service Development Resources
Enterprise Planning and Analysis
FROM TO
 Limited reach, low speed  High participation, high
frequency
 Financial - only focus  Driver-based, connected across
 Static, long horizons finance and ops
 Rolling, Dynamic horizon
 Inconsistent data definition  Consistent data definitions
Owned by Finance, to IT Standards

14. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
IBM COGNOS TM1
Cognos TM1 PM Platform: One Technology, Multiple Applications
Project
Consolidation Salary Mgmt An integrated
Planning extensible
Finance Workforce application for all
Cash
Profit users and business
Flow
& Loss Resource
Planning
functions, with
Balance
Sheet Attrition common:
Cognos TM1 • architecture
• fact data
PM Platform
• reference data
• scenarios
Customer Product
Pipeline Profitability Profitability • business rules
Analysis Production
Planning
• workflow
Customer Product • presentation
Inventory • security
Mgmt
Churn Marketing Volume
Analysis Effectiveness Planning

15. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
IBM COGNOS EP
Planning ,Budgeting and Forecasting Determining What you “Should be Doing”
• Replaces spreadsheet based, manual budgeting
and planning
• Connects operations and finance
• 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
• Rich client for improved user experience and
personalization, and simplified deployment
• Collaborative Planning through email triggers,
annotations and validation.

16. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
COGNOS EXPRESS
Integrated Reporting, Analysis and Planning
Information Insight Action

17. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
COGNOS EXPRESS
Overcoming the barriers
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

18. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
IBM COGNOS BI
IBM Information on Demand
Customer and Product Financial Workforce Dynamic Multi-channel
Profitability Risk Insight Optimization Supply Chain Marketing
Business Optimization Better Business Outcomes
Business Intelligence and Financial Plan, understand and optimize
Performance Management business performance
Information integration, Warehousing and Establish and maintain an
End-to-End
Management accurate, trusted view of
Capabilities
information
Flexible Architecture for Leveraging Existing Investments
Transactional Content-driven
Processes Processes
Manage data and content
over its lifetime and
as part of processes
Data Content Other
Management Management Information
Sources

19. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
IBM COGNOS BI
IBM Cognos BI Components
IBM Cognos Connection
IBM Business
Business Query Report Analysis Event Metric
Cognos Insight Administration
Insight Studio Studio Studio Studio Studio
Viewer Advanced
Framework Manager Transformer Metric Designer
IBM
Files Cognos
Dimensional Relational Other
Content

20. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
IBM COGNOS CONTROLLER
Complete Close, Consolidate, Report solution
CLOSE CONSOLIDATE REPORT
Close, consolidate, report (CCR)
process critical starting point for
certified financial results
• Support the key tenets of the close,
consolidate, report process
• Reduce the length of time to close
• Reduce resources consumed
• Eliminate data errors
• Certify & audit financial consolidation
• Provide audited accounting policies

21. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
CASE STUDIES
Financial Planning for a leading
Cement manufacturer in India
Implementation/Health Checkup
for a leading IT company in India
Consulting/ Training for a leading
Financial Service Institution in
India

22. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
Case Study 1 – Financial Planning for a leading Consulting Activities
Cement manufacturer in India • Planning solution for 22
Plants across India
• Marketing and
Distribution plan at
Warehouse level
• What – if – Analysis
• Variance Analysis and
reporting
Technology
• IBM Cognos TM1 9.5.2
Business Needs & Challenges Benefits
• Standardized and Seamless integration of plants and respective • Business User driven
functions on advanced platform for planning & Budgeting model
• Transforming the planning process into a dynamic collaborative • Consistency of Business
process rulesacross organization
• To address the scalability issue of the model in terms of huge data • Role-based security that
cubes for analysis and reporting supports multiple users

23. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
Case Study 2 –Implementation/Health Checkup for Consulting Activities
a leading IT company in India • Implementation of
Planning & Budgeting
model
• Recommendation on TM1
Best practices
• Imparting the training to
core development Team
• Migrating and Testing of
TM1 applications
Technology
• IBM Cognos TM1 10.1
/9.5.1
Business Needs & Challenges Benefits
• Poor performance of the existing TM1 planning applications • Streamlined TM1 models
and planning process
• Lack of TM1 implementation skill set among core team • Performance enhancement
of existing models
• Absence of TM1 designing and development best practice in the models
• Developed TM1 Capability
• Maintenance issues with the existing applications

24. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
Case Study 3 – Consulting/ Training for a leading Consulting Activities
Financial Service Institution in India • Reviewing the existing Tm1
reports and templates
• Development of the
dynamic reports and
templates in TM1.
• Implementation of Best
Practice
• Refinement of existing Tm1
models
Technology
• IBM Cognos Express (TM1)
Benefits
• Assisting in dynamic
Business Needs & Challenges decision making process
• Reducing the reporting
time .
• Development of sophisticated and automated TM1 reports based on
planning models • Stability and reliability on
TM1 planning and
• Development of effective inputs and reporting templates for business
reporting models
users.
• Implementation of TM1 Best practice in the existing models

25. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
Questions and
Comments

26. INTRODUCTION CPM / FPM OUR OFFERINGS CASE STUDY
www.VERACiTIZ.com