IBM Cognos Business Intelligence & Performance Management IBM Enterprise …€¦ · ·...
Transcript of IBM Cognos Business Intelligence & Performance Management IBM Enterprise …€¦ · ·...
© 2008 IBM Corporation
IBM Cognos Business Intelligence & Performance Management
IBM Enterprise Content Management
Pawasut SeewirotCountry Brand Manager, Information ManagementSoftware Group, Thailand
For us to make sense of this new world, we must consider four critical questions
SmartWorkSmartWork
Green & Beyond Green & Beyond
New Intelligence
New Intelligence
How can we work smarter supported
by flexible and dynamic
processes modeled for the new way people buy, live & work.
How can we take advantage of the
wealth of information
available in real time from a multitude of
sources to make more intelligent
choices?
“Data is exploding and it’s in silos”
“New business & process demands ”
“Our resources are limited”
I Need InsightI Need Insight I Need to Work Smart
I Need to Work Smart
I Need Efficiency
I Need Efficiency
Dynamic Infrastructure
Dynamic Infrastructure
How do we create an intelligent
infrastructure that drives down cost, is secure, and is just
as dynamic as today’s business
climate ?
“My infrastructure is inflexible and costly”
I need to respond quickly
I need to respond quickly
How do we drive greater efficiencies,
compete more effectively, and
respond more quickly by taking action now
on energy, the environment, and
sustainability.
Business Optimization
New Initiatives Increasingly Focused on OptimizationOrganizations Striving for Competitive Advantage
Call CenterApplications
ERP & Financials
Supply ChainManagement
Faster Processing, Reduced Costs
CustomerProfitability
Competitive Advantage
Financial Risk Insight
Dynamic Demand Planning
Business Optimization Growth 2X Times Faster
than Business Automation
InformationAgenda
ApplicationAgenda
BusinessAutomation
$594B in 20085.1% CGR
$117B in 200811.1% CGR
Key Challenge for Business Optimization is Unlocking the Value of Information
AIIM & Accenture Surveys, 2007
47% of users
don’t have confidence in their information
42% of managers
use wrong information
at least once a week
59% of managers
missinformation
they should have used
Flexible Architecture for Leveraging Existing Investments
Customer & Product Profitability
Workforce Optimization
Dynamic Supply Chain Multi-Channel
Marketing
Financial Risk Insight
Business Optimization
IBM InfoSphere WarehouseIBM InfoSphere MDM Server
IBM Information Server
IBM Cognos 8 BIIBM Cognos 8 Planning
IBM Cognos TM1
DB2, IMS, InformixIBM Content Manager,
IBM FileNet
IBM Offerings
Industry Models, Blueprints & Frameworks
Information On DemandEnd-to-End Capabilities
Other Information& Application Sources
Optimizing Performance
■ Performance■ Performance
■ Decision Making■ Decision Making
■ Information■ Information
■ Data■ Data
Three Questions that Drive Performance
How are we doing? Why?What should we be doing?
When decision makers are looking to find answers, they ask questions in three fundamental areas:•How are we doing? – where are we right now?•Why? – how did we get here?•What should we be doing? Where are we going?
How are we doing?
Scorecard or dashboard shows On Time Shipments below plan
How are we doing?
How are we doing?How are we doing?
Report shows production bottleneck due to Material Shortage
Why?
How are we doing?How are we doing? Why?
Demand Volume is reviewed and Plant Production Plan is adjusted to remove bottleneck
What should we be doing?
Applications & Blueprints
Access & Interactivity
Business Modeling
Performance Management Platform
Information Infrastructure
IBM Cognos Performance Management System –Universal Capabilities
BI Essentials -- Consolidate & Integrate
ExtractsTransform & Cleanse Integrate
DWIBM Cognos Cube- Data Mart- Data Warehouse
Data Source
IBM Cognos BI
IBM Cognos 8 BI workflow
Scorecards and Dashboards:Measuring and Monitoring to See “How” You’re Doing
Dashboards
Full range of dashboard styles, including personalized, self-assembly views with Flash graphics
Provides at-a-glance, high-impact views of complex information
Highly visual and intuitive
Helps focus on issues that need attention/action
Combines information across disparate sources
Scorecards
Instant measurement relative to targets/benchmarks
Aligns decisions and tactics with strategic initiatives
Supports scorecarding methodologies
Ensures ownership and accountability
Extensive portlet support to broaden access
Query, Reporting:Understanding the “Why” of Business Performance
Ad-hoc QueryIntuitive, self-service reporting
Access to all data; drag and drop query creation
Easy sorting and filtering
Corporate templates for consistency
Share ad-hoc or promote for professional distribution
Reporting
Provides full breadth of report types (personalized, transactional, management, statutory, production…)
Author once, consume anywhere
Ability to leverage all data; consistent information
No re-authoring; ability to re-use queries, analyses, express-authored reports
Easy access to data lineage, glossary, annotations
Analysis:Understanding the “Why” of Business Performance
Exploration and Analysis
Compare and contrast to reveal symptoms and causes behind trends (e.g. sales trend analysis)
Flexible analysis using Web or Excel interfaces
Personal exploration across multiple dimensions
Summary level to detail with ease
Ability to work disconnected
‘What-if’ Scenario Modeling
Model and compare scenarios (e.g. financial or profitability analysis)
Flexible analysis using Web or Excel interfaces
Reorganize, reshape information with write-back
Tight integration of Cognos TM1 with Cognos 8
Planning, Budgeting and Forecasting:Determining What you “Should be Doing”
Enterprise Planning
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
Complete Report Coverage
Ad-hoc queryPersonalized
DashboardProduction
Managed
All reporting needs with a single product
Cognos Bank
Cognos Bank
Cognos Bank
Cognos Bank
Cognos Bank
Cognos Bank
Cognos Bank
Cognos Bank
Cognos Bank
Cognos Bank
Access & Interactivity
Universal Capabilities
Business Modeling
Performance Management Platform
Information Infrastructure
IBM Cognos Performance Management System –Applications and Blueprints
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…enable more agile government services
…enable more dynamic demand planning
Strategic Business Imperatives Are Driving InvestmentsThese Vary by Industry…
RetailRetail…deliver better visibility into financial risk
BankingBanking
…increase customer profitability
InsuranceInsurance
…improve customer experience
TelcoTelco
…drive manufacturing efficiencies
ManufacturingManufacturing
…address risk & compliance requirements
HealthcareHealthcare
GovernmentGovernment
Industry solutions based on proven practices that accelerate customer success
• Risk-adjusted profitability
• Branch Performance…
• Municipal Performance Management
• Program objective memorandum for defence…
PHARMA• Sales and
operational planning
• Trade promotion management
• Supply chain visibility…
• Store operations planning
• Retail financial workbench
• Store development…
• Sample allocation• Clinical trial
forecasting…
BANKING
GOVERNMENTMANUFACTURING
RETAIL
• Operational excellence for underwriting & claims
• Product Performance….
INSURANCE
Microsoft Go! Office
Extend the reach to business users who live in Microsoft Office through a live and smart client application
Cognos Go! Search
Enables enterprise wide users to easily find the most relevant enterprise BI information
Cognos Go! Mobile
Provides users with the ability to make decisions in context, anytime, anywhere
Magic Quadrant for Business Intelligence Platforms, 2009
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At-a-glance view of operational and financial
performanceBUSINESSBUSINESSMANAGERMANAGER
FINANCIAL &FINANCIAL &BUSINESS ANALYSTBUSINESS ANALYST
Fast access to relevant information to make better
operational decisions
Free to explore and analyze data from multiple sources
Receive scheduled, personalized content
and subscribe to most relevant to their role
Reach More User CommunitiesUsers receive information how, when and where it is needed
EMPLOYEESEMPLOYEES
EXECUTIVEEXECUTIVE
CUSTOMER & CUSTOMER & PARTNERSPARTNERS
Secure access to information over the web with no training
Content ManagementManagement
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WebContent
Management
RecordsManagement
DocumentManagement
eMailManagement
DocumentImaging
Integration to Systems
& Data
IBM ECM Products Address All Four Categories
ElectronicForms
Digital AssetManagement
Increase Employee Productivity
Increase Employee Productivity
Enhance Business Process
Enhance Business Process
Improve Operational Efficiency
Improve Operational Efficiency
Address Risk and Compliance
Address Risk and Compliance
Business Process Management
Enterprise Search
Individual
Repositories
…all forms of information
Teams
Content Management – The Essentials
Content Management – The Essentials
…all forms of information
…all forms of information
Content Management – The Essentials
The Role of Content in Process
Lifecycle Management
Library Services
Search
Records Management
Archive
Collaboration
Security & Access Management
Lifecycle Management
Library Services
Search
Records Management
Archive
Collaboration
Security & Access Management
Paper Documents & Files
Fax
Web Pages
Electronic Documents Reports
Photos, Graphics, Video
Forms
Other RepositoriesOther Repositories
BPM &Enterprise Applications
BPM &Enterprise Applications
Content Management
Content Management
Content is the context in which decisions are madeContent is the context in which decisions are made
IBM ECM and BPM for the Business Adds Significant Value
BEFORE AFTER
Increase profit margins by 7%
Improve customer retention by 4%
Grow market share in Asia to 18%
Innovate new service models
Drive common processes and standards
Example of ABC Organization’s GoalsInefficient processes:
Red - Requires human intervention Yellow - Wait Time
Efficient processes:Blue - Semi-automated activityGreen - Fully automated activity
Case ManagementRetiring WorkforceeGovernance (Regulatory Compliance for Government)License Issuance (Transportation Real ID Act)Fraud Monitoring
GovernmentUnderwritingClaims ProcessingPolicyholder ServiceOn-boarding / EnrollmentRegulatory Compliance & Market Conduct
InsuranceAccount OriginationMortgage Loan ProcessingConsumer LendingCommercial LendingElectronic Legal Discovery
Financial
Knowledge Retention (Aging Workforce)Staff ProductivityAsset & Plant Lifecycle ManagementRegulatory Compliance (Pipeline Safety Act of 2004 / OSHA 1910.119)Rate Case Management
Manufacturing
Records Management Customer ServiceNetwork ManagementRegulatory / Legal ComplianceAccounts Payable
Cross-Industry
Case Mgmt.• Customer Service• Compliance• New Acct / • Customer On-Boarding…
Healthcare• Customer Service• Customer Billing• Accts Payable• Compliance• HR On-boarding• Contracts Mgmt…
Telecom• Asset/Plant Lifecycle Mgmt.• Compliance• Rate Case• Aging Workforce• Contracts Mgmt.• Accts Payable…
Energy & Utilities
• Bills of Lading/Manifests• Customer Service• Contracts Mgmt• Accts Payable• Claims/Legal Case Mgmt...
Transportation
• Accts Payable• Customer Service• Compliance• HR On-boarding• Contracts Mgmt.• Litigation Mgmt….
Retail
Print Out
AutomaticIndexing Stored
Customer QueriesCustomer
Output / Report Management
e-Statement Presentment– Front office application
• Presenting of customer data in customer service environments
• Self Service or call centers
e-Report Management– Back office application
• Managing of access to information contained in reports (which can be considered snapshots of a database in time)
• Delivery for analysis
Content Manager OnDemand is used in two primary areas:
Web Content Management
• Simple devolved authoring within complex enterprise controls
• Controlled content production and approval workflows
• Transparent integrated transactions & aggregated display
• Convergence of content and commerce systems
IBM Content ManagerSample Application and
Architecture
IBM Content ManagerSample Application and
Architecture
Options at startup
Worklists – one or more users
ReviewWork worklisthas
these folders
Tabs = Document Types
Photos in Folder
Route on Work Process
IBM DB2 Content Manager OndemandSample Application
IBM DB2 Content Manager OndemandSample Application
At startup – User picks a type of
information – Credit Card Statements
Enter search criteria
Results list
Make Selection
AFP document is presented