Business Intelligence Applications: Build or Buy Evaluation and IBM Cognos Demo

Business Intelligence
Demystified Series

Business Intelligence Applications
Build vs. Buy

August 18, 2011
Presented by Senturus, Inc.

Helping Companies Learn From the Past,
Manage the Present and Shape the Future

Today’s Agenda
• Welcome and Introduction
• Recap- Business Intelligence System Approaches
• Recap- Why Integrated Data Marts/Warehouse?
• How do I get there? - Three Options
• Pre-packaged Systems – A Historical Overview
• IBM Analytic Applications
• Demo
• Next steps
• Q&A and Wrap-up

This slide deck is part of a recorded webinar.
To view the FREE recording of this entire
presentation and download the slide deck, go to
www.senturus.com/recorded-webinars.php

You will find this—and many other recorded webinars-- under the “Business
Intelligence 101”

Today’s Format
• Demonstration will begin shortly

• Please submit questions via the GoToWebinar Question
pane in the GoToWebinar control panel

• We will address questions LIVE at the conclusion of the
presentation, so if you do not get an immediate response,
please HOLD ON!

• We will try to answer EVERY question via email if we do not
get a chance to respond while you are attending the Webinar

Welcome and Introduction
• Today’s Presenters:

John Peterson
Co-Founder, Chairman & COO
Senturus

Jamie Kreppein
IBM Cognos Analytic Application
NA Partner Manager
IBM

Jonathan D'Sa
Application Product Management
IBM

Who is Senturus ?
• Consulting firm specializing in Corporate Performance Management
– Business Intelligence and Enterprise Planning
– Platform-independent
– Currently IBM Premier Solutions Partner
– Cognos Platinum Partner 2002-2008
• Solution & Service Offerings
– Pre-built solutions
– Complete project implementations
– Assessment and Roadmap consultations
– Training:
• Classroom, Onsite, Remote, Mentoring, Workshops & Webinars
• Led by professional trainers and seasoned consultants

Recap

BUSINESS INTELLIGENCE SYSTEM
APPROACHES

Option 1: Report directly from the Source Systems
Standard
Standard Reports
Reports

Planning Data

Self-service Reporting
Standard & Analysis
Source Systems of Record

Reports

Excel & Access
ERP Data
“GLUE”
ODBC
Link

Dashboards/
Scorecards
Labor Data

Standard
Reports

Other Sources

Option 2: Subject Area “Pseudo-marts”

Threshold
Alerting
Planning Standard
Reports
“Universe”
Planning Data Planning Data

Querying
Sales

Ad hoc
“Warehouse”
“Universe” Self-service Reporting
& Analysis

More

Web Portal
Slicing &
Dicing
Finance Excel
ERP Data ERP Data “Universe”
“Warehouse”
Dashboards/

Dashboard
Authoring
Scorecards
HR
“Universe”

…

Authoring
Labor Data Labor Data

Report
“Warehouse”
Other
“Universes”

Other Sources Other Data
“Warehouse” Excel

Option 3: Integrated Business Process Dimensional Models or Data Marts

Threshold
Alerting
Standard
Reports
Single Version of the Truth

Planning Data

Querying
Data Warehouse

Ad hoc
Self-service Reporting

Data Abstraction Model
& Analysis

Web Portal
Slicing &
Dicing
Data Integration

ERP Data
Dashboards/

Dashboard
Authoring
Scorecards

Conforming

Authoring
Labor Data

Report
Business Process
Dimensional Models Threshold-based
Alerts

Information Security
Other Sources

Recap

WHY INTEGRATED DATA MARTS
OR WAREHOUSES?

Why integrated Data Marts or Warehouse?
1. Enhances Reporting Performance and Flexibility
– Data Marts are organized as denormalized data structures for speed and
ease of Reporting vs. Transactional system.
– Offloads the transactional system of reporting requests
– Drill-to-detail (regardless of data location)

2. Enables Data Integration or Cross Business Analysis
– Enables analysis across business processes and functional areas
– Allows data from multiple sources to be integrated into one source of truth
with common dimensionality (GL, Planning, Payroll, Sales)
– Discussion of conformed dimensions
– Example: Budget vs. Actuals
3. Allows Historical Data and Trend Analysis
– Captures historical perspective vs. snapshot in time. (ex.Sq ft)
– Allows shifts in sources systems seamlessly

(continued)

4. Allows for Automation of business rules & transformations
to human-readable information
– Insulates Business Users from cryptic structures and changes in the
source systems
– Discussion of Transformation Layers

5. Allows for Additional org/hierarchy rollups & groupings
not provided by source systems
– ALWAYS needed, never 100% supported by sources
– Should be table driven

Manual Fragile
Vlookups Macros
Effort

(continued)

6. Flexible Architectures enables reporting flexibility, i.e. the
right tool for the right job
– Robust Reports for operational needs (plus, automatic delivery)
– Cubes for analytics, what if and scenarios
– Ad Hoc Reporting
– Dashboards & Scorecards for Management

7. Empowers Business User Self Service through any of the
avenues from above
– Provides the ability to drill into the “Why?”

OK, I’m sold…. How to do I get there?
Three Options

• Custom-built Data Mart(s) or Warehouse
• Vendor-Supplied “Pre-built” Data Mart(s)
or Warehouse
• Flexible Applications & Frameworks

Historical Overview

PRE-PACKAGED SYSTEMS

Framework

IBM ANALYTIC APPLICATIONS

IBM Analytic Applications in Action

DEMO

To view a free recoding of this demo, go to
www.senturus.com/recorded-webinars.php
You will find this recording under the Business Intelligence 101 section.
It is entitled Business Intelligence Applications Build vs. Buy.

Reduce time, cost and skills required to deliver sustainable BI
applications organization-wide

Packaged Configure and deploy pre-built applications

Fast to build Rapidly model and generate custom applications

Easily manage change from data source to user
Adaptable insight

Common
Extend with BI and other applications
platform

22 Accelerate the Time to Richer Insight.

Start Anywhere, Go Anywhere
Start with your business priorities and confidently grow across your organization

Operations
Product
Development
Human … Logistics
Resources
Work Asset
Inventory
Mgmt Mgmt
Workforce
… Talent
Procurement Projects

Workforce Accounts
Field Service IT
Core Payable
Customer General
Sales …
Service Ledger
Accounts
Warranty Marketing
Receivable
Customer
Service …
Finance

Packaged
Applications
Sales
Marketing
Example Custom
Workbench
Applications
23

2
4

Packaged: Configure and deploy pre-built applications

Applications Portfolio
 Customer Performance
– Sales Analytics
 Rich Analytic Content
 Supply Chain Performance
– Procurement Analytics
 Workforce Performance
 Cross Enterprise Insight – Workforce Core
– Talent Analytics
 Financial Performance
– GL Analytics
– AR Analytics
– AP Analytics

24

Fast to build: Rapidly model and generate custom
applications

Traditional Framework
Adaptive Application
(AAF)

Approach:
GENERATED
Adaptive
Analytics
MultipleReports and Coding
BI Tools
Authored BI “Information
• Reduce Time & Effort Out”
BI Author
Code
GENERATED BI Report

• Reduce Complexity & Semantic Layer
Semantic Layer
BI Modeler
Assembler

Model &
Bottlenecks Code
Generate
GENERATED
Data Warehouse
Data Warehouse Adaptive
Warehouse
Warehouse
Designer“Data In”
Code
GENERATED
Warehouse
ETL Code
ETL Code
Modeler
ETL
Code Developer

Source
Analyst
Transaction Custom
Systems Sources

25

Reduce the complexity and bottlenecks by eliminating the
coding and integration of multiple tools

Model-driven Speed design of the end-to-end BI application with
design model driven user interfaces

Generated In one-step generate the warehouse, BI semantic
Fast to build Warehouse layer and ETL processes

Embedded Automate generation and execution of ETL code
ETL Engine for initial load and on-going change data capture
Rapidly model
and generate
content

Generated One-step generation of interactive reports,
end-user BI guided exploration and BI content for the whole
experience user community

26

Respond quickly to evolving business requirements

Extensible Make changes to business rules, add new metrics
analytic
model
and add new dimensions to meet business needs

Synchronized Automatically update all levels of the BI
Adaptable change
management
application to quickly implement changes from
source to insight

Multiple
source Incorporate new data sources with easy to use
Easily adapt system mapping capability into a single application model
and manage support
change

Library of
reporting
Provide business users with rich set of interactive
content reports to find the information they need

27

Deliver greater value day one and grow as you business
demands

Self-service Generated BI content is Cognos BI ready for self-
ready service assembly in Cognos Business Insight
content
Common
Platform
Use the industry leading Cognos BI capabilities
Add-on BI
capabilities
like Mobile and Collaboration to expand the
adoption and use of application content

Extend with BI
and other
applications
Proven Cost-effectively scale to large user
platform communities with confidence

28

The Foundation for Insight

Financial Business Partner Business Executive Executive Mgmt LOB Manager

Optimization

Dashboard/ Reporting Predictive Planning & Scenario
Scorecard &Analytics Planning and Forecasting
Modeling Forecasting Analysis

Adaptive Application Framework

Modeling
Configurable Best Practice Content

ProcurementGeneral Ledger Payables Receivables Sales Talent Workforce
Analysis Analysis Analysis Analysis Analysis Analysis Analysis

Adaptive Analytical Systems Environment

Budget And More… Planning And More…
Anysource

Data

IBM Cognos Analytic Applications
Accelerate the Time to Richer Insight.
Model-driven
• Model driven application design
capability from Source to Insight with Packaged
built in proven practices
Adaptive and extensible framework
• Respond rapidly to changing business Fast to
requirements, never outgrow the solution build
Automated generation
• Reduce the need for specialist skills,
time-intensive coding or complex manual Adaptable
change management processes
Common dimension model Common
• Provide integrated insight across
multiple applications platform
Enterprise-class platform
• Avoid learning multiple tools and
technologies. Take advantage of all
innovation investment in market-leading
Cognos BI

30

Financial Analytics Content
Business Drivers
Planning Effectiveness Performance Effectiveness Payables Efficiency

Receivables Risk Cash Management …

Analysis Dimensions
CHART OF ACCOUNTS Financial Performance Account Analysis Cash Management

RESPONSIBILITY CENTER  Variance Analysis  Subledger  Cash Flow and
Distributions Position
 Segmentation
COMPANY/ORGANIZATION  Account Inquiries  Cash Control
 Financial Ratios
TRANSACTION TYPE

VENDOR

AGING RANGES
Vendor Analysis Customer Analysis Process Management
STATUS
 Key Vendor  Key Customer  AP Process
PAYMENT TERMS Identification Identification Management
CUSTOMER  Vendor Relations  Customer Relations  AR Process
Management
RISK RATING

ANALYST

Procurement Analytics Content
Business Drivers
Price/Quality Balance Supply Consistency Cost Containment

Demand Planning And More …

Analysis Dimensions
SPEND ANALYSIS VENDOR ANALYSIS
ORGANIZATIONAL UNIT
 Spend Classification  Key Vendor Identification
 Spend Comparisons  Vendor Performance
VENDOR

PRODUCT

BUYER CONTRACT OPERATIONAL
MANAGEMENT EFFECIENCY

CONTRACT  Compliance  Process Efficiency
 Contract Performance  Cycle Time
 Contract Opportunities
ORDER TYPE

Sales Analytics Content
Business Drivers
Increase Revenue Customer Retention Improve Forecast Accuracy

Sales Force Effectiveness Channel Optimization …

Analysis Dimensions
SALES PIPELINE SALES FORCE SALES
ORGANIZATION
PERFORMANCE PERFORMANCE SEGMENTATION
 Pipeline Health  Sales Organization  Channel Analysis
 Pipeline Conversion Performance  Product Analysis
CUSTOMERS  Sales Representative  Customer Analysis
Performance

PRODUCTS

CUSTOMER PRICING & PROGRAM
CHANNELS RELATIONS PERFORMANCE
 Customer Service  Pricing Analysis
 Fulfillment Efficiency  Marketing Program
PLAN / FORECAST Analysis

Workforce Analytics Content
Business Drivers
Aging Workforce Workforce Visibility Multi-Generational WF
Top Talent Retention Strategic Diversity And More……

Analysis Dimensions

GLOBAL VISIBILITY
WORKFORCE TALENT TALENT
STRENGTH ACQUISITION DEVELOPMENT
Global Progression
DEMOGRAPHICS Global Strength Demographic Progression
Demographic Strength Diversity Progression
Global Hiring
Diversity Strength Top Talent Progression
DIVERSITY Demographic Hiring
Top Talent Strength Diversity Performance
Diversity Hiring
EXPERIENCE
TALENT WORKFORCE
TOP TALENT RETENTION COMPENSATION
Global Turnover Global Compensation
KEY TALENT
Demographic Turnover Demographic
Diversity Turnover Compensation
MANAGEMENT LEVEL Top Talent Turnover Diversity Compensation
Pay for Performance

Talent Analytics Content
Business Drivers
Acquiring Top Talent Retaining Key Talent Learning and Growth
Talent Pool Readiness …
Human Capital Capabilities
Analysis Dimensions
ORGANIZATION
TALENT TALENT
ACQUISITION DEVELOPMENT
SOURCE & CHANNEL Talent Sourcing Global Learning
Talent Pool Availability Development Programs
Cost to Acquire Learning Cost
LEARNING TYPE Time to Acquire Learning Effectiveness
Acquisition Effectiveness Skills and Competencies

KEY POSITIONS
SUCCESSION TALENT RETENTION
SKILL CATEGORY
Key Position Analysis Source & Channel
Turnover
Succession Pipeline
LOCATIONS Succession Readiness Skills & Competency
Turnover

Senturus Upgrade and Training Services

REMOVING THE RISK OF THE
COGNOS 10 UPGRADE &
MAKING THE MOST OF YOUR BI
SYSTEM

Senturus Cognos 10 Upgrade
Package

Senturus
Upgrades In your
$3,495
Cognos 8 to Development COGNOS
Fixed Price
Cognos 10 environment

Contact sales@senturus.com for details

Senturus Training Options
• IBM Public Classroom Training
• Training from a Certified Partner, On-site or Public
• Custom On-site Training
• Small group Mentoring/Knowledge Transfer
• Remote/On-line Training
• Computer Based Training
• Upcoming Senturus Public Training Events…

Upcoming Senturus Training Classes
Course Date Registration Link
Authoring Cognos 10 Active 8/23 http://senturus.com/training_h.php
Reports
Cognos 10 Business Insight – 8/25 http://senturus.com/training_h.php
Intro 9/27
Cognos 10 Business Insight – 8/26 http://senturus.com/training_h.php
Advanced 9/28
Report Studio – Beginning and 10/4 http://www.senturus.com/training_j.php
Intermediate Authoring
Report Studio – Advanced 10/6 http://senturus.com/training_m.php
Authoring
Report Studio – Authoring with 10/7 http://senturus.com/training_n.php
Multidimensional Data
Metadata Modeling (FM) 10/19 http://senturus.com/training_l.php

Upcoming Senturus Webinars (No
charge)
Event Date Registration Link
Cognos 10 Under the Hood 9/8 www.senturus.com/events.php
Cognos Metadata Modeling with 9/21 www.senturus.com/events.php
Framework Manager – Tips and Tricks

EXAMPLE: Accurately Maintain Historical Context
2009 Store #23: 2010
8,000 sq ft
Store gets remodeled

Accurate Historical Context:
Store #23:
Year Store ID Store
Size
Revenue Rev/
sq ft
20,000 sq ft
2009 23 8,000 $500,000 $63
2010 23 20,000 $1,300,000 $65

Report that uses Store Size attribute from ERP table: Incorrect!
Year Store ID Store Revenue Rev/
Size sq ft
2009 23 20,000 $500,000 $25
2010 23 20,000 $1,300,000 $65

The Key: Measures, Dimensions & Hierarchies
Calculations &
Chart of
Product Consolidations Store Mgmt
Accounts
Line Margin, Roll-ups…
Store
Account DM
… Measures / Facts RM
Including …
Amount = $
Misc.
Rollups Units = xxx
Headcount, etc.

Store
Versions
Scenarios Date Dept Store
District
Date Dept Region
Actuals
Period Incl. non- …
Budget
Forecasts Qtr store
… Year rollups
…

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