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Planning Analytics – UpdatesCase Study – Demand Forecasting, CustomerProfitabilityBrendan Austin, Director of Financial Performance ManagementLPA – www.lpa.com
Planning Analytics – What’s New (Released) As of PA 2.0.9.2, TM1 Web is no longer included in the release, butrather still available in a separate installer “IBM Planning AnalyticsSpreadsheet Services Installer” In PA 2.0.9 – dynamic shaped and images are supported – imageswill change when the value of a cell changes (logos, pictures, flags,products images, etc.)LPA – www.lpa.com2
Planning Analytics – What’s New (Released) In PA 2.0.9, websheets open on the tab that was active when thewebsheet was saved TM1 Operations Console has been deprecated – IBM PlanningAnalytics Administration is now used to monitor databasesLPA – www.lpa.com3
Planning Analytics – What’s Coming *** Big changes are coming to Planning Analytics in 4th Quarter !!!! Release date is scheduled for October 15th*** Content showed here is still in final stages of developmentLPA – www.lpa.com4
Planning Analytics – Coming SoonLPA – www.lpa.com
PAW – New Layout A new unified experience for all reporting,analytics, modeling and administration Content can now be organized Users can track favorites and recentlyused items Books and content can now displayimagesLPA – www.lpa.com
PAW – Navigation and Welcome Welcome Banner (canbe turned on or off) Quick launch areas forApplications and Plans(Workflow), Reports,Data and Models andAdmin Navigation toolbar onleft allows users to jumpto public and privatecontentLPA – www.lpa.com
Workflow? Yes, now will be available in PAW Old (Contributor based) workflow hadusability issues: Workflow was solely based andcentered on an organizationalhierarchy Value was solely in submission,review and approval of data Using a single dimension to governassignments was in realistic Solution was very security heavy onserver sideLPA – www.lpa.com
LPA – www.lpa.com
New and Improved Workflow Overview Allows users to add Views, PAW Books, Worksheets into PlanningSprints Planning Sprints can be opened and closed individually withoutdisabling the entire plan Each section can have a different deadline and submissionrequirement Progress is measured for each sprint individually Integration for email messagingLPA – www.lpa.com
“Date picker” allows user to choose dates based on an actualcalendar Announcement area can optionally send out email to allusers involved in the planLPA – www.lpa.com
Built-In Email NotificationLPA – www.lpa.com
What the Plan Participants SeeLPA – www.lpa.com
New Navigation Screen - ContentLPA – www.lpa.com
Built in filters search contentas well as titles of publisheditems Items can be marked asfavorites and will be storedin a shortcut areaLPA – www.lpa.com
PAW – Display OptionsLPA – www.lpa.com
PAW – New Formatting Options New alignment and positioning tools Can align and group multiple objects Sheet and tab options to mimic presentationmode Optimize screen size, ratio and zoomLPA – www.lpa.com
PAW Formatting OptionsLPA – www.lpa.com
PAW Custom Color Palette Create user-defined customcolor palette Apply saved palettes acrossmultiple books, views, etcLPA – www.lpa.com
Charting –Format Options Report developers can now customize report axis,labels, colors and scale all through the PAWinterface Additional options include font, font size and theability to put values on the chart itselfLPA – www.lpa.com
Chart Improvements Waterfall,boxplot, muti-linecolumn Data is assignedto bars, sections Can show datadirectly in chartLPA – www.lpa.com
PAW New Chart EditorLPA – www.lpa.com
Create Custom Axis Lines New Capabilities:Change axis scaleSpecify maximum and minimum axis valuesChange color palette and font specificsLPA – www.lpa.com
Forecasting – How do you produce an accurateprediction of the future?LPA – www.lpa.com24
Taking PA to the Next Level – Adding AIWhy AI? Accuracy – Statistical models based onhistorical data can improve the accuracyof predictions ofes forecasted periods Consistency – Not dependent solely onthe business knowledge and history of theforecaster Timeliness – Forecasts can be generated(and re-generated as business conditionschange) quicklyLPA – www.lpa.com
AI Forecasting in Planning Analytics Time-series basedpredictions Minimal data movement –can embed predictions inexisting scenarios Guide people throughadvanced forecastingoperations (statisticalmodeling) PA model analyzes bestoutcome from multipletime series methodsLPA – www.lpa.com
Forecast Starting With ActualsLPA – www.lpa.com
Set Up PredictionLPA – www.lpa.com
Statistical Prediction Results and Confidence IntervalLPA – www.lpa.com
Statistical Model ResultsLPA – www.lpa.com
LPA – www.lpa.com
Statistical Model - DetailsLPA – www.lpa.com
LPA – www.lpa.com
How Do I Get This New Version?Cloud Customers:October 15th * - Administrator can select “Preview” in PAW Aftertesting, Administrator can upgrade PAW, but cannot revert back toclassic version once upgradedOn-premise customers:October 15th * - Download new PAW version and installLPA – www.lpa.com
Cloud Customer – Preview and UpgradeLPA – www.lpa.com
Testing in Preview ModeLPA – www.lpa.com
Case Study Subject company is a worldwide manufacturer and distributor of consumerand professional products. Their supply chain network services majorretailers and pro distribution channels throughout the world.LPA – www.lpa.com
Case StudyBusiness Proposition:Create a unified planning, budgeting and reporting system that helps automateand streamline the demand planning, financial planning, reporting andcustomer profitability processes that are currently relying on various toolsincluding the ERP system and ExcelLPA – www.lpa.com
The Issues At Hand Data Integrity Data volumes –– SKUs – 33,000– Customers – 60,000– Cost Centers – 3,000– Days – 3,000 Level of Granularity Allocation Rules Existing Model was error prone(Excel/Cognos) and VERY ManualLPA – www.lpa.com39
The Business ProcessHistorical Sales Actuals By SKU, Ship To, DayDemand Forecast By SKU, Forecast Customer, DayUnits, Revenue By SKU, Allocated to Ship To – Forecast andBudgetCustomer Profitability By SKU, Ship ToFinancial ReportingForecast, BudgetActualsLPA – www.lpa.com40
The Solution Planning Analytics Cloud Instance – utilizing PAW and PAX Demand Forecasting – Entered at a SKU/Month/Forecast Customerlevel– Spreading done to weeks/days– Calculated forecast based on prior year actuals and seasonality– Pricing flexibility based on month/SKU/distribution point/Customer– Ability to drill down to fine level of detail (Actuals and ForecastLPA – www.lpa.com41
The Solution Customer Profitability– By SKU/Customer Ship To Location– Allocations of SG&A, standard costs by SKU, freight analysis– Scenario versioning (Actual, Forecast, Budget, Quarterly Forecasts) Financial Reporting– Currency Conversion with multiple reporting currencies– Statistics (Headcount, production stats)– World-wide consolidationLPA – www.lpa.com42
Split up development intosmall pieces Change Management Data Integrity – agree onbest source of data Use of attributes to drivetemplates and defaults Utilization CognosCommand CenterLPA – www.lpa.com43
LPA Offer Existing cloud customers - we will spend up to 2hours evaluating your existing cloud environmentto determine what capabilities may be added toyour environment and how to ensure it issuccessful – this session will be at no cost to you Existing on-premise customers – up to 2 hoursspent evaluating upgrade readiness or readinessfor cloud deployment Please contact us at marketing@lpa.com foradditional information or to schedule a follow upcallLPA – www.lpa.com44
LPA – www.lpa.com45
How can LPA help? Upgrade and Migration Services Health Checks– Upgrade your TM1 9.x, 10.x, Planning Analytics 11.xenvironments to latest Planning Analytics release Install and configureUpgrade PAX and PAW environmentsUpgrade and Test ContentGo Live Support– Migrate your TM1/Planning Analyticsenvironments to Planning Analytics - cloud Managed Services– Provide how-to and development support– Manage Planning Analytics on your behalf– Evaluate your Planning Analytics environment Provide feedback for tuning server performanceAssistance with Rules and FeedersReview Model design and configurationAnalyze server configuration (on-premise) Training Services – Including Remote Options– Planning Analytics Specific materials Administration, Developer, End User, Planning AnalyticsWorkspace – beginner, Planning Analytics Workspace –Developer– www.lpa.comWhat’s New inLPAIBMCognos Analytics 11.1.7
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including the ERP system and Excel. . Demand Forecasting -Entered at a SKU/Month/Forecast Customer level -Spreading done to weeks/days -Calculated forecast based on prior year actuals and seasonality -Pricing flexibility based on month/SKU/distribution point/Customer . call 44. LPA -www.lpa.com 45. LPA .
