Leveraging IBM Cognos BI with Sugar

Charles Hicks Solution Architect

Integrations to date… Product Function Release Date Integration CastIron Data Management 2011-04-01 Connector Cognos BI Business Analytics TBD Toolkit Connections Enterprise

Collaboration 2012-06-07 SugarCRM

Module DB2 (LUW only) Relational Database 2012-02-29 DB Driver Lotus Notes Email and Calendaring 2011-06-01 Notes Plugin

PureSystems Converged Infrastructure

TBD Pattern

*SmartCloud Enterprise

IaaS Cloud Provider 2011-11-01 Public Image

SmartCloud for Social Business

Enterprise Collaboration (SaaS)

2011-04-01 Connector

Unica Enterprise Marketing TBD Toolkit

That which is measured, improves.

36%

Growth in Revenues

15%

Increase in ROIC

2x

Growth in EBITDA According to a recent study done by the IBM Institute for Business Value.

Organizations that make extensive use of analytics

57% Increase in Competitive

Advantage According to a recent study done by IBM Institute for Business Value and MIT Sloan Management Review.

IBM Business Analytics Portfolio Call center Executive

.Marketing Routing Manager Operations planning Customer experience

How are we doing? What should we be doing? Why?

Immediate, visual insight into business performance

Self-service analysis of trends and patterns

Insight to determine strategy, allocate resources and set targets

Message sources

Relational sources

Application sources

OLAP sources

Modern and legacy sources

Smartphone Browser Tablet Email

Dashboards Scorecards Reports Queries Analysis Real-time Predictive modeling

Planning/ budgeting

IBM Business Analytics capabilities

Unstructured data

IBM Business Analytics platform

Big data

3rd Party Application

In-solution now

Add Report as Dashlet

Add Report as Dashlet

Cognos Module Menu

Browse Cognos

View Cognos Report

Create Reports

Edit Reports

Active Reports

Dashboards

Features

•  Sugar Model for Cognos •  Author, Embed, Report in Sugar •  Enforcement of Sugar Permissions •  Single Sign-On •  Example Reports

Components

•  Installable Sugar Module •  Framework Model XML •  Example Reports •  Authentication Plugin

Installation takes about 2 hours

Architecture Sugar  Database  

Enterprise  BI  (Cognos)  

Sugar UI

Sugar DB Sugar DW

(future)

Dashboards  

•  Query  framework  model  •  Row-­‐level  security  •  Drill-­‐down  and  drill-­‐

through  examples  •  Sample  analysis  and  

reports  

•  Loosely  coupled  (urls)  •  Deeply  coupled  (dashlets)  

Authentication

Sugar Cognos

Sugar User & Application Data

PHP Session ID Session Validation

Login Page

Credential Validation

Java Authentication Provider

Password Hash Webservice

Demonstration!

Learn More!

http://sugarcrm.com/ibm or

ibm@sugarcrm.com

Thank You

chicks@sugarcrm.com @charleskicks