SugarCon 2013: Smarter CRM: Leveraging IBM Cognos BI with Sugar

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Charles Hicks, SugarCRM

The volume and types of data you can now easily capture around your customers are increasing at an explosive place. Social media, web activity, and other data points can provide valuable customer insights. But, you need powerful business intelligence tools to analyze the huge amount of information you can glean from your interactions and customer activity. This session will illustrate how SugarCRM’s integration with the IBM Cognos Business Intelligence platform can yield smarter CRM and guide more informed business decisions.

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SugarCon 2013: Smarter CRM: Leveraging IBM Cognos BI with Sugar

  1. 1. Leveraging IBM Cognos BI with SugarCharles HicksSolution Architect
  2. 2. Integrations to date…Product Function Release Date IntegrationCastIron Data Management 2011-04-01 ConnectorCognos BI Business Analytics TBD ToolkitConnections EnterpriseCollaboration2012-06-07 SugarCRMModuleDB2 (LUW only) Relational Database 2012-02-29 DB DriverLotus Notes Email and Calendaring 2011-06-01 Notes PluginPureSystems ConvergedInfrastructureTBD Pattern*SmartCloudEnterpriseIaaS Cloud Provider 2011-11-01 Public ImageSmartCloud forSocial BusinessEnterpriseCollaboration (SaaS)2011-04-01 ConnectorUnica Enterprise Marketing TBD Toolkit
  3. 3. That which is measured, improves.36%Growth in Revenues15%Increase in ROIC2xGrowth in EBITDAAccording to a recent study done by the IBM Institute for Business Value.Organizations that make extensive use of analytics57%Increase in CompetitiveAdvantageAccording to a recent study done by IBM Institute for Business Value and MIT Sloan Management Review.
  4. 4. IBM Business Analytics PortfolioCall centerExecutive.MarketingRouting ManagerOperations planningCustomer experienceHow are we doing? What should we be doing?Why?Immediate, visual insight intobusiness performanceSelf-service analysis oftrends and patternsInsight to determine strategy, allocateresources and set targetsMessagesourcesRelationalsourcesApplicationsourcesOLAPsourcesModern andlegacy sourcesSmartphone Browser TabletEmailDashboards Scorecards Reports Queries Analysis Real-time PredictivemodelingPlanning/budgetingIBM Business Analytics capabilitiesUnstructureddataIBM Business Analytics platformBigdata3rd Party ApplicationIn-solution now
  5. 5. Add Report as Dashlet
  6. 6. Add Report as Dashlet
  7. 7. Cognos Module Menu
  8. 8. Browse Cognos
  9. 9. View Cognos Report
  10. 10. Create Reports
  11. 11. Edit Reports
  12. 12. Active Reports
  13. 13. Dashboards
  14. 14. Features•  Sugar Model for Cognos•  Author, Embed, Report in Sugar•  Enforcement of Sugar Permissions•  Single Sign-On•  Example Reports
  15. 15. Components•  Installable Sugar Module•  Framework Model XML•  Example Reports•  Authentication PluginInstallation takes about 2 hours
  16. 16. ArchitectureSugar  Database  Enterprise  BI  (Cognos)  Sugar UISugar DBSugarDW(future)Dashboards  •  Query  framework  model  •  Row-­‐level  security  •  Drill-­‐down  and  drill-­‐through  examples  •  Sample  analysis  and  reports  •  Loosely  coupled  (urls)  •  Deeply  coupled  (dashlets)  
  17. 17. AuthenticationSugar CognosSugar User &Application DataPHP Session IDSessionValidationLogin PageCredentialValidationJava AuthenticationProviderPassword HashWebservice
  18. 18. Demonstration!
  19. 19. Learn More!http://sugarcrm.com/ibmoribm@sugarcrm.com
  20. 20. Thank Youchicks@sugarcrm.com@charleskicks

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