© 2008 IBM Corporation

IBM Cognos Business Intelligence and Performance Management

Yoav Joffe

Cognos Sales Specialist, IBM SWG Israel

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Optimizing Performance

■ Performance

■ Decision Making

■ Information

IBM Cognos: The Experts in Performance Management

Acquired by IBM in Feb 08

Global coverage

– 23,000 customers in 135 countries

– Strong channel network3,000 partners

Exclusive focus on BI and Performance Management - pioneered over 17 years ago

Cognos Vision:To deliver dramatic improvementsin business performance through software and solutions

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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

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IBM with Cognos Addresses the Key Business Optimization Challenge – 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 miss

informationthey should have used

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Performance Management Answers three important questions that drive better performance

Why?

How are we doing?Financial Management

ExpenseRevenue

Asset Management

Performance

What should we be doing?

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Performance Management is Relevant Across the Enterprise

Finance

Operations

HumanResources

IT/Systems

CustomerService

Marketing

Sales

How are we doing?Scorecards and Dashboards

What should we be doing?Planning, Forecasting and Budgeting

Why?Reporting & Analytics

How are we doing?

Scorecard or dashboard shows On Time Shipments below plan

How are we doing?

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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?

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How Answers are Often Found

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CMO

Why?

How are we doing?

What should we be doing?

INT

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NA

L DA

TA

EX

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RN

AL D

AT

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MARKETING

Why?

How are we doing?

What should we be doing?

ERP

HR

RETAIL

AC NEILSON

TBS/DLB

CRM

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A System for Performance Management

Performance Platform

Universal Capabilities

Performance Solutions

Performance Platform

Universal Capabilities

Performance Solutions

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Performance PlatformPerformance Platform

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Performance Platform

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The Performance Platform

All data; accessible and optimized for use

Complete, consistent view of information in business terms

Enterprise-class deployment and management

Open Enterprise-class Platform: Provides IT cost-effective scale to meet growing user demands

Performance PlatformPerformance Platform

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Foundation for BI and Performance Management

Purpose-built Web Services-based SOA

– Easily adapts now and in the future

Performance PlatformPerformance Platform

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Universal Capabilities

Reporting and Analysis

Scorecards and Dashboards

Planning, Budgeting, Forecasting

Flexible access to information

– Web, Search, Mobile, Office

Universal Capabilities

Provide Business Users the Information They Need How, When and Where They Need It

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Broad Range of BI Capabilities

Reporting

Provides full breadth of report types

Delivers consistent information across all types of report output

Can be personalized and targeted

Enables collaboration across users, communities and with IT

Provides access via email, portal, MS-Office, search and mobile devices etc

Analysis

Provides guided exploration across multiple dimensions of information

Performs complex analysis and scenario modeling easily and quickly

Gets to the “why” behind trends to reveal symptoms and causes

Moves from summary level to detail levels of information effortlessly

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Broad Range of BI Capabilities

Dashboards

Provides at-a-glance, high impact views of complex information

Helps quick focus on issues that need attention and action

Are highly visual and intuitive

Combines information across disparate sources

Scorecards

Provides instant measurement relative to targets and benchmarks

Aligns decisions and tactics with strategic initiatives

Supports scorecarding methodologies

Ensures ownership and accountability

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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

Information Needs Vary by User

CASUAL USERSCASUAL USERS

EXECUTIVEEXECUTIVE

CUSTOMER & CUSTOMER & PARTNERSPARTNERS

Secure access to information over the web with no training

© 2008 IBM Corporation

Cognos 8 Go! Mobile

Performance Solutions

Blueprints – Pre-built data, process and

policy models based onbest practices

Financial Consolidation– Close the books, consolidate results, report out with confidence

Analytic Applications

Education

Professional Services

Support

Partner Ecosystem

Universal Capabilities

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Performance Solutions

Accelerate Your Time To Success

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Performance Solutions

Universal Capabilities

Performance Platform

Applying the System to Financial Performance Management (FPM)

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Financial Analyticsand ReportingAnalyze and optimize performance

Enterprise PlanningPlan, forecast and control enterprise resources

Financial Consolidationand ScorecardingMonitor strategy and reportwith confidence

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© 2008 IBM Corporation

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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

Start Anywhere and Get Value at Each Step

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Coordinated Decision Making

Driver-Based PlanningDepartmental BI Applications

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Performance Management is top of MindGartner: 2008 CIO Agenda

Gartner EXP “Gartner: Making the Difference - The 2008 CIO Agenda”, Mark P. McDonald Tina Nunno Dave Aron, January 2008

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Two journeys towards Performance Management success

How does Cognos fitwithin IBM?

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The IBM and Cognos Advantage: Performance Management with Information You Can Trust

Manage data and content over its lifetime and as part of processes

Better BusinessOutcomes

Customer & Product Profitability

Workforce Optimization

Dynamic Supply Chain Multi-

ChannelMarketing

Financial Risk Insight

Business Optimization

OtherInformationSources

Establish and maintain an accurate, trusted view of

information

Plan, understand and optimize business

performance

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“...Blend the Cognos portfolio with IBM's

data integration, data quality, data warehouse,

content management, text mining & other

offerings, & there's no more extensive information

management portfolio available, period…”

2008 Editor’s Choice AwardsIntelligent Enterprise Magazine

Leading Capabilities…

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Continued support for heterogeneous environments

– Data sources, applications

Focus on innovation not integration

Broadest and deepest Performance Management coverage and expertise

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© Copyright IBM Corporation 2008 All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Cognos, the Cognos logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.