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Case Study & Demo:IBM Cognos Business ViewpointUsing one of IBM’s best-kept secrets to managedimensions, attributes and hierarchiesJohn PetersonSeptember 12, 2013Helping Companies Learn From the Past,Manage the Present and Shape the Future
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Agenda Introduction Case Study Business Requirements & Specific “Must-haves” Prior System & Process Dimension Management OverviewArchitecture OptionsAbout Cognos Business Viewpoint (BV)Live DemoCase Study - Real Benefits (Before & After)BV Licensing Model & Additional InfoQ&A
Welcome and IntroductionJohn PetersonCo-founderCEOGreg HerreraCo-founderChairman
Who is Senturus ? Consulting firm specializing in Corporate Performance Management Business Intelligence Tools of the Office of Finance Enterprise planning & budgeting Consolidate, close, report and file (CCRF) San Francisco Business Times Hall of Fame –Four consecutive years in Fast 100 listof fastest-growing private companies in the Bay Area Experience 12-year focus on performance management More than 1,000 projects for 600 clients People Business depth combined with technical expertise. Former CFOs, CIOs, Controllers,Directors. DBAs with MBAs
A Few of our 650 Clients
Agenda Introduction Case Study Business Requirements & Specific “Must-haves” Prior System & Process Dimension Management Overview Architecture Options About Cognos Business Viewpoint Live Demo Case Study - Real Benefits (Before & After) BV Licensing Model & Additional Info Q&A
How do you handle hierarchy management today?QUICK POLL
Business Requirements– Retail Client Finance/GL System – migrated to Dynamics AX Frustration with limitations of XLR (DAX reporting tool) Must distribute Monthly P&L’s (in Excel) broadly Should leverage existing Data Marts & tools, if possible Use Finance Mart as future DW foundation Would like to be able to add Planning in future Absolute need for fully Self-Service BI– Reporting & Analysis– Hierarchy control & maintenance
Specific System Must-have’s Hierarchy management by the finance group, not IT– Need for simple graphical UI Support for alternate hierarchies & ability to add new ones– Multiple department and account rollups Automatic (& secure) report distribution to 150 recipients– Each recipient sees unique sets of departments– Very rich & complex reports 15 minute data refresh (esp. during close) High performance ad-hoc analysis and report dev.
Client System (BEFORE)Financial/GLDataStandardReports (Pull)XLRDAXXLRExcelNon-GL )DAXP.O.S.OthersCompanyDWCubesAlerts
Agenda Introduction Case Study Business Requirements & Specific “Must-haves” Prior System & Process Dimension Management OverviewArchitecture OptionsAbout Cognos Business ViewpointLive DemoCase Study - Real Benefits (Before & After)BV Licensing Model & Additional InfoQ&A
Dimension Management (“JP’s Laws”)1. All BI & Planning Systems need additional dimensionalinformationCOROLLARY: No Source system contains full hierarchy or attributedetail2. Today most gets added downstream in Excel (vlookups)3. Hard-coding additional “richness” in specific cubes orreports is possible, but not wise4. SQL and database tables in the DW can handle it, butcreates IT-Business friction5. Using Excel as a data source for roll-ups is very fragile/risky6. Data stewardship is critical, but rarely appreciated initially
The Big EpiphaniesBusiness IntelligenceSuccess hinges onDimensional Data&Self-Service BIis more than Ad HocReporting & Analysistools
Some Hierarchies to Actively Manage Financial - Departments Financial - Chart of Accounts Product Brand Sales Territory Customer Employees & Management (including security) Supplier Asset Geography/Location Etc .
A Few Classic Examples Company reorgs Multiple product hierarchies Finance version vs. Marketing version Sales territory realignment Management hierarchies vs. geographic territories Pre- and post- acquisition rollups Multiple division or subsidiary (plus corporate) rollupdisparities External supplier and 3rd-party data hierarchies vs. internal Temporary groupings (promos, tiger teams, etc.)
Dimensional Data Management optionsPros & ConsDWInSourceSystemsIn theData Mart/WarehouseInCubesInReportsOffline
Our RecommendationMaximum leverage, efficiency, control & stabilityDWInSourceSystemsIn theData Mart/WarehouseInCubesInReportsOffline
BUT, The Challenge IT typically “owns” the database layer, yetBusiness “owns” the dimensional informationDWInSourceSystemsIn theData Mart/WarehouseITInCubesInReportsOfflineBusiness
Agenda Introduction Case Study Business Requirements & Specific “Must-haves” Prior System & Process Dimension Management OverviewArchitecture OptionsAbout Cognos Business ViewpointLive DemoCase Study - Real Benefits (Before & After)BV Licensing Model & Additional InfoQ&A
Enter IBM Cognos Business ViewpointBusiness Viewpoint Enables the BusinessCreate and MaintainEnable the business to easily create their ownperspectives with highly visual interface andfully flexible modelGovern and CollaborateReplace manual, error-prone efforts with fullytransparent, automated and auditable processesShare and SynchronizeDeliver shared, approved viewpoints across PerformanceManagement and provide bi-directional interfaces toexternal systems
Create and Maintain Enable Business Definition of commonDimensionsBusiness users maintainany and all dimensions,attributes and hierarchies– Create, edit, manage, compare, import– All line item dimensions required forPM (chart of accounts, cost center,product etc)– Assemble multiple hierarchies, viewsor versions to support the performancemanagement process– Notifications by role as changes occur– Business Rules – validate user entry Enable IT Control of Dimension structure– Data integrity via system & database controlVisualize create andrelate dimensions andflexibly add any numberof attributes
Govern and Collaborate Enable Governance of common DimensionsManage nominations,approvals and versionswith business workflow– Workflow collaboration, multi usercontribution– Audit who makes changes and whatchanges are made– Version control and roll back– Security for dimensions, users and userroles– Lineage of maintenance history back to thesource– Add comments to changes– Central dimension storeAssign specifics roles andareas of responsibility acrossthe business community
Share and Synchronize Enable both Business & IT Control ofcommon DimensionsBusiness users maintainany and all dimensions,attributes and hierarchies– Create, edit, manage, compare, import– All line item dimensions required for PM(chart of accounts, cost center, productetc)– Assemble multiple hierarchies, views orversions to support the performancemanagement process– Notifications by role as changes occur– Business Rules – validate user entry– Data integrity controlVisualize create andrelate dimensions andflexibly add any numberof attributes
Business Viewpoint Studio and AdaptersCreate and MaintainShare and SynchronizeGovern and rollerCSVFilesRelational Tables
BV Benefits (General) Freedom to own dimensionstructures, relationships andattributes in a shared view Replacement of manual, errorprone efforts with fully transparent,automated and auditableprocesses Approved shared viewpoints foruse across BI and PerformanceManagement, and provide thoseapproved structures to IT for othersystems Embrace business ownership ofdimensions while maintainingoversight of their work Retain control of how approvedversions are published and usedwith minimal disruption todownstream systems Ensure organization can respondto business change with minimaldelay
Demo
Agenda Introduction Case Study Business Requirements & Specific “Must-haves” Prior System & Process Dimension Management OverviewArchitecture OptionsAbout Cognos Business ViewpointLive DemoCase Study - Real Benefits (Before & After)BV Licensing Model & Additional InfoQ&A
GL DataAdditionalFinanceTables*Client System (AFTER)* Hierarchies,Report dReportsNon-GL rts
GL DataAdditionalFinanceTables*Client System (NEXT)BusinessViewpoint* Hierarchies,Report eDAXGLETLNon-GL P.O.S.OthersAlerts
Real Results“What used to take days, everymonth, now takes minutes!” Hierarchy management by the finance dept via graphical UI Support for unlimited alternate hierarchies & ability to easilyadd new ones ETL also supports Slow-Changing Dimensions 15 minute data refresh anytime Automatic & secure report distribution to over 150 recipients Each recipient sees unique sets of departments (configurable to anylevel of the hierarchy) High performance ad-hoc analysis and report dev. Via Cubes, BIA (Cognos Workspace), Studios Simple Report Definition table drives aggregation & formatting“We are very happy with the system”
Agenda Introduction Case Study Business Requirements & Specific “Must-haves” Prior System & Process Dimension Management OverviewArchitecture OptionsAbout Cognos Business ViewpointLive DemoCase Study - Real Benefits (Before & After)BV Licensing Model & Additional InfoQ&A
Cognos Business Viewpoint Licensing License Model User Definitions Pricing Scenarios
BV User DefinitionsIBM Business Viewpoint New License ModelBV Data StewardAll administration actionsto create “new”dimensions andadministrate governanceactivities(5) IBM Cognos Business Viewpoint Data StewardFor each use authorization acquired, Licensee may use the Program to; Access all features of the Business Viewpoint Studio and Business Viewpoint ClientAdapters and Excel connector. Create and model new dimensions, lists and hierarchies Define validation rules and calculations Update to member attributes Define, map and execute data links Review and manage links in the business view diagram Administer the IBM Cognos Business Viewpoint environment in relation to server,All user actions torepository backup and restore, security and user roles.maintain, add,modify, approve“existing”dimensionsBV Contributor(4) IBM Cognos Business Viewpoint ContributorFor each use authorization acquired, Licensee may use the Program to: Access IBM Business Viewpoint Studio to work with objects that are associated to their workflow tasks. Access IBM Business Viewpoint Studio to review, approve or reject items Access IBM Business Viewpoint Client Adapters to nominate, subscribe or update information in BusinessViewpoint and the Client component.
Example Pricing Scenario (List)STARTER IBM Cognos BV Server (1) 19,900 Up To 5 Data Stewards IBM Cognos BV Data Steward (1) 13,300 Administrative User/Dimension Modeler IBM Cognos BV Contributor Users (5) 6,650 Nominate/Review Total Licenses and 12 Months S&S 39,850
For Additional Info Excellent online demo tware/data/swlibrary/cognos/demos/od business viewpoint/index.html Senturus Info & Advice– For software licensing info, etc.– Call for a free Hierarchy Management ROI Assessmentjfrazier@senturus.com or (888) 601-6010
Upcoming Events September 19, 2013Planning for Sophisticated Businesses Free Webinar 10-11:30am PTDuring this webinar, we will demonstrate IBM's TM1 planning tool. We will show you how TM1 can beused to perform complex planning such as revenue planning, capital planning and retail assortment.We will discuss TM1's exceptionally fast performance for large, sophisticated models and data sets.Plus, we will share a case study on how one of our clients implemented TM1 and the impact it had ontheir business.REGISTER NOW October 03, 2013Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar 10am - 11:30am PTJoin us to learn the fundamentals of professional report authoring with IBM Cognos 10.2.1 ReportStudio including many live demonstrations of helpful techniques. Plus we will demonstrate newvisualization capabilities for Active Reports in version 10.2.1.REMINDER: Visit our booth at IOD (November 4-6)
Wrap-upQ&A
Sep 12, 2013 · Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar 10am - 11:30am PT Join us to learn the fundamentals of professional report authoring with IBM Cognos 10.2.1 Report Studio including many live demonstrations of helpful techniques. Plus we will demonstrate new visuali
