Learn about the features, differences and future of Cognos IBM’s two planning products: EP and TM1. View the video recording and download this deck: http://www.senturus.com/resource-video/ibm-cognos-enterprise-planning-version-10-beyond/. Topics include: - EP's latest enhancements - EP's support plan for the future - Comparison of EP and TM1 - Trimble Navigations, a Cognos EP customer, speaks about the company’s TM1 pilot Senturus, a business analytics consulting firm, has a resource library with hundreds of free recorded webinars, trainings, demos and unbiased product reviews. Take a look and share them with your colleagues and friends: http://www.senturus.com/resources/.

1. Cognos Planning v10 and Beyond
05/18/2011
www.senturus.com
Helping Companies Learn From the Past, Manage the
1 Present and Shape the Future

2. Agenda
• Introduction
• Client Cast Study - Trimble Navigation, Moving
beyond Cognos Enterprise Planning
• Key differences of earlier versions of Cognos
Enterprise Planning compared to v10
• Moving beyond Cognos Enterprise Planning to TM1
2

3. 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 “IBM Cognos
Enterprise Planning and TM1”
3

4. Welcome and Introduction
• Senturus:
– Chris Fargo, Account Manager
• 510.473.7096, cfargo@senturus.com
– Jim Frazier, Vice President of Sales
– Greg Herrera, CEO
• Trimble Navigation:
– Barry Schaeffer, Director of FP&A
• IBM:
– Michael Mackevicius, Partner Enablement Manager
– Jeff Allen, Solutions Specialist – Business Analytics
4

5. Who is Senturus ?
• Consulting firm specializing in Corporate
Performance Management
– Business Intelligence and Enterprise Planning
& Budgeting
– Platform-independent
– San Francisco Business Times Hall of Fame --
Four consecutive years in Fast 100 list of
fastest-growing private companies in the Bay
Area
• Experience
– 10-year focus on performance management
– More than 1,000 projects for 450+ clients
• People
– Business depth combined with technical
expertise. Former CFOs, CIOs, Controllers,
Directors...
5

6. A few of our 450+ Clients
6

7. Barry Schaeffer, Director of Financial Planning & Analysis
CLIENT CASE STUDY -
TRIMBLE NAVIGATION
7

8. Financial Planning Systems
at Trimble
Congnos Enterprise Planning v10 and Beyond
8

9. About Trimble
Trimble applies technology to make field and mobile workers
in businesses and government significantly more
productive. Solutions are focused on applications requiring
position or location—including surveying, construction,
agriculture, fleet and asset management, public safety
and mapping. In addition to utilizing positioning
technologies, such as GPS, lasers and optics, Trimble
solutions may include software content specific to the
needs of the user. Wireless technologies are utilized to
deliver the solution to the user and to ensure a tight
coupling of the field and the back office. Founded in 1978,
Trimble is headquartered in Sunnyvale, Calif.
9

10. Convergence of Three Technologies
Domain specific field app
sw
Cellular Back office integration
Radio Enterprise-wide solutions
Bluetooth Internet-hosted solutions
Satellite
WiFi GPS
Optical
Inertial
3-D scanning
10

11. Trimble Planning Tool History
• Pre 2006: Hyperion Pillar. File based. Didn’t
scale
• Early 2006 replaced with Cognos Planning
– Head to head with Hyperion Planning
– Won out based on break back
• 2007-2010
– Huge wins with Cognos Planning: ‘a
modeling tool’
– Some key disappointments
11

12. Huge Wins with Cognos Planning
• Expanded divisional forecasting to:
– Entity forecasting for tax planning
– Emerging market forecasting for bus development
– Long-range planning
• Replaced many Microsoft Excel/Outlook-centric processes
with Cognos Planning
– Profit sharing and management bonus models
– Accounting/tax/audit/SEC schedules
– Detailed facilities and IT allocation models
– Data center/IT cost accounting model
• All of these significantly reduced man hours yet increased
accuracy
12

13. Disappointments
• Cognos Planning has cell count limitations
– Not a secret. Cognos Support will tell you this
– We’ve had to artificially break models into multiple pieces
 more maintenance and processes req’d
• Elist dimension is an inhibitor
– Security can only be applied via this one dimension
– Only one small piece of this dimension’s hierarchy can be
opened in a cube at a time
– Processing time impacted by elist dimension size
• Data flows between applications not real-time
– Most models require ‘processes’ to be run in order for data
changes to propagate entire model
13

14. Solving our Budget Tool Dilemma
• Due to size, Cognos Planning can no longer handle
Trimble’s annual bottoms up budget
• Considering TM1 as a replacement
• Size/cell count approaches no practical limit
• All dimensions created equal. Security can be
applied to any or many. Opening ‘everything at
once’ a reality
• Data can be moved real-time throughout all pieces
of model. And very quickly
14

15. Cognos Planning Budget Illustration
Employee
Departments Departments
B and
and accounts and accounts
headcount
accounts
Employee
Departments Allocations Departments
A and and accounts setup and accounts P&L
headcount
accounts
Boxes separated by arrows are non-real time data flows
Full model requires 8-12 hours of overnight processing
‘A’ represents divisional finance user. ‘B’ is functional or local site contributor.
Require separate ‘slices’
15

16. TM1 Illustration from Workshop*
Allocations
setup
A Employee Departments P&L
and and accounts
B headcount
accounts
* Proof of concept workshop conducted April, 2011
All data moves real time between pieces
Full model requires zero batch processing
‘A’ and ‘B’ users granted access to any piece of model
16

17. Looking Beyond Fixing the Budget
Today Planning x Business
Environment Intelligence
Environment
Bottoms Up
Billings
Budget
Data
Planning Business
Vision Forecast,
Other plans Environment Intelligence GL Data
Environment
Bonus HR Data
data
Today: BI only used against static data owned by ERP or IT
BI can’t merge real-time planning data with other data
Planning only handles small sets of non-real time BI data
Vision: Bring all data together regardless of size
Improved efficiency, analytics, accuracy, decision time
17

18. 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 “IBM Cognos
Enterprise Planning and TM1”
18

19. Presented by Michael Mackevicius, IBM
WHAT’S NEW IN COGNOS
PLANNING VERSION 10?
19

20. Increased User Controls and Flexibility
User Controlled
Nesting
Cube
Model
User defined Cube
Order
User defined Views
Support for Word Wrap
Date Picker
Support for Hierarchies
Zoom
Freeze Panes
Sorting & Hiding
20

21. All BiFs supported in Contributor
• @DCF • @NPer
• @DelayDebt • @Outlook
• @Delay • @PMT
Stock • @Proportion
• @Drive • @PV
• @FV • @Rate
• @ICF • @SeasonLite
• @Lease • @StockflowAF
• @Lease • @Tier
Variable • @Time (All Methods NOW
• @MovAvg Supported)
• @MovMed
• @MovSum
21

22. Easier to Maintain & Deploy Enterprise-wide,
Improved Publish & Deployment Options
• Table and View Publish • New client is built in
– Index Management Java using Eclipse
• No reliance on Active X
– Bulk Load Tool Optimizations Controls
• Incremental Publish – Tree and Grid
– Handles e-list or d-list change • No Com Registration – a
manifest is used
• Except Dimension for Publish
• Level Change
– Job_Begin should be a lot faster
22

23. IBM Cognos Planning 10, IBM Cognos Planning
10 provides:
• Significant scalability and performance
improvements
• Better use of computer hardware
resources
• Improved reconcile performance and
workload management
• Lower and more predictable storage
volumes and improved job system
resilience
• Optimized publish processes and
optimized data types
• Conformance with IBM Cognos Business
Intelligence 10.1
23

24. IBM Cognos Planning v 10, IBM Cognos
Planning Contributor improvements
• Provisioning is improved so that you can now
have automatic updates of rich client
components from a secured Web server.
• You can now see the sum of values
contained in cells that you select.
• Significant performance improvements on
the Workflow page.
• Significant performance improvements in the
grid for large models with sparse access,
applications with long e-lists, and complex
models with many links targeting individual
cubes.
24

25. IBM Cognos Planning v 10, Macro system
improvements
• Running macros in parallel is supported and
can improve the use of server resources.
• Starting or restarting a macro at a specific
step.
• New Model Doctor macro that configures
and runs the Contributor Model Review Tool
as a macro step. The output of the Model
Doctor macro is an HTML report containing a
list of certain noteworthy attributes of the
model it was run against.
25

26. IBM Cognos Planning v 10, IBM Cognos
Planning, Contributor Administration Console
improvements
• Previewing nodes are now
supported.
• Access blocks replace and improve
upon cut-down models.
• The process of creating and
updating packages as part of the
Go to Production process now
runs using the Scheduler
Credentials account.
26

27. IBM Cognos Planning v 10, IBM Cognos
Planning, Engine and runtime improvements
• New lighter runtime model definition which
decreases download times.
• Controlling node access improved.
• Cache management in Planning Service
improved, and as a result, the memory
footprint for the Planning Server is reduced.
• The Planning Service can now be run as a
non-administrative account or as a network
service account, which allows increased
security on computers running IBM Cognos
Planning.
• Aggregating data more efficiently, which
results in the reduction of memory used and
provides better compression of the data
during the Reconcile - Data aggregation
phase.
27

28. IBM Cognos Planning v 10, IBM Cognos
Planning
• Publishing and database improvements
– Annotations and Attached Document
tables do not use a dimension for publish
– New views added to the Publish Tables
schema
– Uses more efficient data types in IBM
DB2 for text
• Job system improvements
– Processes multiple jobs more efficiently
as they reach the Job_End phase
– Automatically retrys job items that fail
– Switches jobs with more efficiency
28

29. IBM Cognos Planning v TM1, Sparsity.
• Consider this simple two Dimensional Cube to illustrate the point
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total Q1 Q2 Q3 Q4
Product A
Product B
Product C Time dimension – 12 Months and 4 Totals
Total Product
Product Dimension – 3 Products and 1 Total
Total Leaf Level Cells = 3x12 = 36
Total Potential Cells = 4x16 = 64
Scenario Analyst TM1
1 Cell Populated 64 1
2 Cells Populated 64 2
All Leaf Cells 64 36
Populated
29

30. Contributor Distributed Architecture
Server End User PC
IE Browser / ActiveX
XML Blobs
containing
data and
meta data
Contributor Template
XML Blob is
downloaded to PC and
rendered in memory of
PC to be accessed by
user via IE/ActiveX
1. Model Size limited by memory on PC
2. Requires ActiveX download – not ideal in
XML Blobs are
locked down IT environments
updated during GTP
process 3. Can only view parent and children (not
multi-levels)
4. Multi-node views limited by memory
(parent and children)
30

31. 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 “IBM Cognos
Enterprise Planning and TM1”
31

32. Product Differences as related to IBM Cognos Planning
IBM COGNOS TM1
32

33. TM1 Scalability
• TM1 is a 64 bit application (versus 32 bit for EP)
• TM1 handles Sparsity (EP does not)
– Only allocates memory for non-zero cells
– Only allocates memory for leaf level cells
• All data remains on the server (no client downloads)
• All metadata is maintained and held centrally
– Changes are immediately available
• Load Data directly into the Cube
– Data is immediately available once loaded
• All data is immediately available for reporting and Excel
33

34. Dimensions
• TM1 has allows multiple aliases and attributes
– The Account Dimension in TM1-101 would require at least 5 d-lists in
EP
• Code and Description
• Code Only
• Data Entry Subset
• Analysis Subset
• Default Subset
• TM1 Allows alternative hierarchies
• TM1 has a ‘graphical’ hierarchy manager
• TM1 allows subsets on the same dimension
• TM1 allows security against any dimension in the model (EP only allows
on workflow dimension)
34

35. Leveraging Senturus’ Experience
• Contact Chris Fargo to line up a no-
charge Planning Product Strategy
assessment for existing Cognos
Planning clients
– Does it make sense in your situation to:
• Stay with status quo?
• Upgrade to IBM Cognos Planning 10?
• Upgrade to IBM Cognos TM1?
• Other?
• Chris Fargo 510.473.7096 cfargo@senturus.com
35

36. 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 “IBM Cognos
Enterprise Planning and TM1”
36

37. Contact Senturus
Senturus, Inc
www.senturus.com
sales@senturus.com
888-601-6010
37

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