Breakthrough reporting, analysis and planning tools for midsize companies.

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

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 multidimensional 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

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

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 of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM 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 not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Cognos, the Cognos logo, and other IBM products and services are trademarks of 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 25

Breakthrough reporting, analysis and planning tools for midsize companies.

IBM Business Insight

Breakthrough reporting, analysis and planning tools for midsize companies.