Prepare for your

IBM Planning Analytics (TM1) Upgrade

June 14, 2018

Presenters

Robin StevensPrincipal ConsultantQueBIT

Michael CowieDirector of Strategic Solutions

QueBIT

Ann-Grete TanSenior Vice President, Strategy and Operations

QueBIT

Cyrus RashediTechnology Manager

QueBIT

Today’s webinar is part of an advanced webinar series offered by QueBIT. Our next webinar will be presented jointly with CFO.com and is scheduled for Thursday, June 28th at 2pm Eastern on “How Finance Teams Take the Lead on Analytics” A “MUST ATTEND” for anyone in a leadership role in Finance, navigating a fast-changing world

Register by accessing the events page on our website at quebit.com/news-events

This webinar is being recorded and attendees will receive the recording link within 24 hours

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Please type all questions in the Questions Pane located on the GTW toolbar. As time permits, the questions will be addressed and answered at the end of the webinar

Housekeeping

About QueBIT

▪ Trusted Experts in Analytics

▪ 15+ years in business with managers on the team who have been working in

area of Analytics for 20+ years

▪ Full Offerings – Advisory, Implementation & Support Services, Training,

Reseller of IBM Software and Developer of Solutions

▪ 900+ successful Analytics Projects

▪ 400+ analytics customers in all types of industries

▪ 100+ employees nationwide

▪ Building an experienced team from the ground up

▪ Deep Expertise in Business Intelligence, Data Management, Financial

Analytics, Advanced Analytics

▪ 2016 Worldwide Overall Business Analytics Partner Excellence Award

POLL: What is the Main Reason you are here?

• I am interested in the technicalities of upgrading from TM1 to Planning Analytics

• I am interested in the licensing implications of upgrading from TM1 to Planning Analytics

• I am interested in the great new features of Planning Analytics including PAW and PAx

• I am interested in moving from on-Premise TM1 to the Cloud

• I had nothing better to do today!

3 Objectives

Objective 1: Clarify the Situation

Objective 2: Reduce Risk

Objective 3: Seize the Day … and Opportunities

About today’s content …

FACT: TM1 is notgoing away

• TM1 Server is still called TM1 server inside Planning Analytics

• Still with Perspectives, Architect, TM1 Web etc. (for now)

• Cognos Express, the mid-market version of TM1, is not going away either

• It upgrades to Planning Analytics Express

FACT: TM1 is not going away

ALSO: There is no additional license fee:

- To Upgrade TM1 (Perspectives, Architect, TM1 Web …) as-is to Planning

Analytics Local (“PA Local”)

- To Deploy the new Planning Analytics for Excel (PAx) add-in to all your users

FACT: On-Premises TM1 is not going away

• IBM’s stated strategy for PA is to support BOTH Cloud and On-Premises• Release schedule for On-Premise (PA Local) will slightly lag

behind IBM Cloud (Softlayer)• For practical reasons

• On-Premises license CAN be used to put TM1 on the Public Cloud (AWS, Microsoft Azure etc)

FACT: TM1 10.2.2 support ENDS on Sept 30, 2019

• IBM will not fix unsupported versions, including when:• a security flaw is exposed

• a Windows/Excel/other-third-party software update breaks TM1

• a software issue is found

• If you are in a regulated industry, you may be required to be on supported software

Note: TM1 10.2.0 support ends SOONER on Sept 30, 2018

TerminologyTerm Definition

IBM Cloud Computers in data centers operated by IBM (Softlayer)

Public Cloud Computers in data centers operated by other Cloud vendors e.g. Amazon, Microsoft Azure, Google etc.

On-Premise Computers in YOUR own data center, or even under your desk

PA Planning Analytics

PA Local The flavor of PA that is NOT in the IBM Cloud.It could be On-Premises or you could rent a machine in the Public Cloud

Planning Analytics for Excel (“PAx”)

The new Excel add-in for Planning Analytics, an alternative to the Perspectives add-in for end users

Planning Analytics Workspace (“PAW”)

The new web based dash boarding and self service analytics tool for interacting with PA

TerminologyTerm Definition

IBM Cloud Computers in data centers operated by IBM (Softlayer)

Public Cloud Computers in data centers operated by other Cloud vendors e.g. Amazon, Microsoft Azure, Google etc.

On-Premise Computers in YOUR own data center, or even under your desk

PA Planning Analytics

PA Local The flavor of PA that is NOT in the IBM Cloud.It could be On-Premises or you could rent a machine in the Public Cloud

Planning Analytics for Excel (“PAx”)

The new Excel add-in for Planning Analytics, an alternative to the Perspectives add-in for end users

Planning Analytics Workspace (“PAW”)

The new web based dash boarding and self service analytics tool for interacting with PA

TerminologyTerm Definition

IBM Cloud Computers in data centers operated by IBM (Softlayer)

Public Cloud Computers in data centers operated by other Cloud vendors e.g. Amazon, Microsoft Azure, Google etc.

On-Premise Computers in YOUR own data center, or even under your desk

PA Planning Analytics

PA Local The flavor of PA that is NOT in the IBM Cloud.It could be On-Premises or you could rent a machine in the Public Cloud

Planning Analytics for Excel (“PAx”)

The new Excel add-in for Planning Analytics, an alternative to the Perspectives add-in for end users

Planning Analytics Workspace (“PAW”)

The new web based dash boarding and self service analytics tool for interacting with PA

TerminologyTerm Definition

IBM Cloud Computers in data centers operated by IBM (Softlayer)

Public Cloud Computers in data centers operated by other Cloud vendors e.g. Amazon, Microsoft Azure, Google etc.

On-Premise Computers in YOUR own data center, or even under your desk

PA Planning Analytics

PA Local The flavor of PA that is NOT in the IBM Cloud.It could be On-Premises or you could rent a machine in the Public Cloud

Planning Analytics for Excel (“PAx”)

The new Excel add-in for Planning Analytics, an alternative to the Perspectives add-in for end users

Planning Analytics Workspace (“PAW”)

The new web based dash boarding and self service analytics tool for interacting with PA

TerminologyTerm Definition

IBM Cloud Computers in data centers operated by IBM (Softlayer)

Public Cloud Computers in data centers operated by other Cloud vendors e.g. Amazon, Microsoft Azure, Google etc.

On-Premise Computers in YOUR own data center, or even under your desk

PA Planning Analytics

PA Local The flavor of PA that is NOT in the IBM Cloud.It could be On-Premises or you could rent a machine in the Public Cloud

Planning Analytics for Excel (“PAx”)

The new Excel add-in for Planning Analytics, an alternative to the Perspectives add-in for end users

Planning Analytics Workspace (“PAW”)

The new web based dash boarding and self service analytics tool for interacting with PA

TerminologyTerm Definition

IBM Cloud Computers in data centers operated by IBM (Softlayer)

Public Cloud Computers in data centers operated by other Cloud vendors e.g. Amazon, Microsoft Azure, Google etc.

On-Premise Computers in YOUR own data center, or even under your desk

PA Planning Analytics

PA Local The flavor of PA that is NOT in the IBM Cloud.It could be On-Premises or you could rent a machine in the Public Cloud

Planning Analytics for Excel (“PAx”)

The new Excel add-in for Planning Analytics, an alternative to the Perspectives add-in for end users

Planning Analytics Workspace (“PAW”)

The new web based dash boarding and self service analytics tool for interacting with PA

TerminologyTerm Definition

IBM Cloud Computers in data centers operated by IBM (Softlayer)

Public Cloud Computers in data centers operated by other Cloud vendors e.g. Amazon, Microsoft Azure, Google etc.

On-Premise Computers in YOUR own data center, or even under your desk

PA Planning Analytics

PA Local The flavor of PA that is NOT in the IBM Cloud.It could be On-Premises or you could rent a machine in the Public Cloud

Planning Analytics for Excel (“PAx”)

The new Excel add-in for Planning Analytics, an alternative to the Perspectives add-in for end users

Planning Analytics Workspace (“PAW”)

The new web based dash boarding and self service analytics tool for interacting with PA

Basic On-Premise Upgrade

On-premise (PA Local) license

Own hardware, Perspectives/Architect,

TM1 Web

On-premise (PA Local) license

Own Cloud Provider

QueBIT Hosted and Managed

Basic Move to Cloud

IBM Cloud License

MinimalUPGRADE

Small Print

Basic TM1 & PA Local System ArchitectureStarting point

User connects to TM1 Server via Perspectives, Architect or TM1 Web

PA Local System ArchitectureAdding in Planning Analytics for Excel (PAx)

Steps:• Provision hardware

• Install Docker (Enterprise)

• Install PAW Server software

PA Local System ArchitectureAdding in Planning Analytics Workspace (PAW)

PAW Licensing:• Need to purchase PAW

Upgrade to roll out to all users (more later)

PA (Cloud) System ArchitectureBasics

Considerations:• Everyone gets PAx and PAW

• ODBC Connectivity requires IBM Secure Gateway

• End-users ONLY have PAxoption with Excel• Admins & Developers still

have Architect access

• IBM provisions everything in the Cloud ☺

IBM Cloud

Minimal Upgrade – SMALL PRINT

IBM Cloud Perspectives/ Architect

If you go to the IBM Cloud, your end users will no longer have access to Architect or Perspectives:

Their options will be PAx (for Excel), PAW and TM1 Web

IBM Cloud ODBC On IBM Cloud, ODBC connectivity is supported using IBM Secure Gateway, a piece of software that needs to be installed on your network, and configured locally

IBM Secure Gateway also helpful with Public or Private Cloud scenarios

PA Local PAW To deploy PAx and/or PAW as part of PA Local you will need to provision another piece of hardware to run the PAW server, and you will need to plan to install the PAW server.

PA Local PVU licensing If you are on PA Local and PVU based licensing – the ILMT requirement does not go away.

ILMT is a piece of FREE monitoring software that IBM requires you to install and configure if you are using a VM for your TM1 server

Minimal Upgrade – SMALL PRINT

PA Local Docker The PAW server runs on a container technology called Docker. Although PA Local comes with an open source version of Docker, QueBIT strongly recommends that you purchase Enterprise Docker (your IT department may already have it, as it is becoming pervasive)You will also need to install Docker.

PA Local PAW Upgrade There will be an additional software license fee to add PAW to PA Local for ALL your users (not just Modelers).

If you are on the PM Advanced license no one can get PAW without paying an additional license fee

PA Local Hardware Will you be upgrading on existing or current hardware?If hardware is old, consider upgrading; also makes cutover easierIf getting new hardware check PVU entitlements

QueBIT Solutions - FrameWORQ

• If you upgrade to PA Local (On-premises), recent releases of ReportWORQ, WebWORQand ControlWORQ are 100% compatible• Including WebWORQ 5, though we encourage

you to upgrade to WebWORQ 16 to get full 64 bit, multi-browser support, and other enhancements

• Including Public Cloud

• If you upgrade to PA on IBM Cloud• ReportWORQ and ControlWORQ support are

coming in 2018

Other integrated IBM or Third Party Solutions

• CDM = Certent Disclosure Management

• Cognos Analytics • Formerly Cognos Business Intelligence (BI)

• Cognos Command Center• [Comes with Cloud]

• ODBC data sources• Microsoft SQL Server

• Oracle

• DB2, etc.

Opportunities

What’s New in Planning Analytics?

TM1 ServerImprovements

Planning Analytics Workspace (PAW)Next-generation web interface for analysis, input, reporting, development, and administration all in one place

Planning Analytics for Excel (PAx)

Improved TM1 WebThe same TM1 Web we know and love with a user interface makeover and performance improvements

Hierarchies for Planning Analytics

New and improved Excel Add-in provides seamless integration for ad-hoc analysis, input, and report authoring

Virtualized dimensions that enable boundless analytics and more efficient cube design

Many Reasons to Upgrade

• Free-form canvas design expands self-service analytics capabilities

• Enables more effective business storytelling and deeper insights

• Unifies content such as TM1Web reports, cube explorations, visualizations, videos, and images

• Opportunity to expand the user base: Sales, Operations, Executives

• Integrated development and administration online

• iPad friendly

PAW PAX

• WAN optimized eliminates the need for Citrix, realize cost savings and network simplification

• User-friendly design fosters a gentle learning curve for end users

• Reports built using Perspectives are fully compatible in PAX

• Intuitive explorations (in-spreadsheet browser) allow you to easily slice & dice live TM1 data in Excel

• Support for Hierarchies

TM1 Web

• Improved user interface and experience with a more modern look and feel

• Significant performance improvements

• Core functionality of TM1 Web remains the same, little to no learning curve to transition to the new TM1 Web

• Improved support for Excel visualizations

• Now iPad friendly

TM1 Server

• Improved server performance and multi-threading improvements

• Continuous software delivery methodology from IBM means more frequent enhancements and fixes

• Updates to the REST API strengthen system integration capabilities

• Data encryption at rest capable

• Sandbox comparison• Support for Office 2016

Hierarchies

• Unleash the power of in-memory analytics with virtualized dimensions

• Do more with less: a single dimension like Product can have multiple hierarchies (e.g. Brand, Color, Size)

• Enable slice & dice analysis on attributes

• More easily analyze and snapshot changes in dimension structures over time (e.g. company re-organizations or regulatory reporting requirements)

Planning Analytics for Excel

Planning Analytics Hierarchies

Hierarchies can easily answer questions such as: What are my total sales by Product and Brand?

Steps:

1. Promote the Brand attribute on the Product dimension to a hierarchy

2. Brand is now a hierarchy (virtual dimension) and accessible in PAW Explorations or PAx Explorations and Quick Reports

• Brand is a hierarchy on the rows, related to the Product dimension on the columns

• The Sales cube has 7 dimensions, but there are 8 selections in the Exploration

• Hierarchies reduce reliance on custom Excel reports, separate reporting cubes, and/or cluttered dimensions with many alternate reporting consolidations

Product

Brand Color Size

Stop … and Think

Upgrading TM1 is a bit like remodeling your kitchen

•What PAIN POINTS have you been living with?• Is now a good time to

address them?• Do any of the new features

HELP you address them?

•Do you just want to do the bare minimum?

Is it time for a complete makeover? ☺

Or something in between?

TM1 Remodeling Tips

• Form follows Function

• Invest in Architecting and Planning

• Stay focused on Goal

• Don’t live with something dysfunctional just because remodeling is a hassle

• Remember humans are part of the system!

IBM Licensing: what you need

to know!

First: What License do You Have Today?

Enterprise TM1

Processor cores (PVU)

• ILMT required for VM

Prod & Non-Prod

Client Types:

•Modeler

•User

•Explorer

CognosExpress

No PVU limits

•Up to 32 cores

50 User Limit

Client Types:

•Express Admin

•User

•Explorer

PM Advanced

No PVU limits

No Server limits

Clients All Modelers

Command Center

NEXT: Where do you WANT to go?

OR

Planning Analyticson

IBM (Softlayer) Cloud

Planning AnalyticsLocal

(Own hardware or Public Cloud)

Any Legacy* License PA on IBM Cloud

• Benefits:• No need to provision hardware

• No need to do server installs• Still need Client & IBM Secure

Gateway configuration

• PAW and PAx for all users included

• No ILMT requirement

• Subscription pricing with “surge” option

• Key Consideration:• Perspectives/Architect

users must transition to PAx and PAW

* = On-premise TM1, Cognos Express, PM Advanced

Any Legacy License PA on IBM Cloud

• IBM Cloud Adoption Program* (CAP)• Price: [Annual Renewal] + Uplift• 1 year of DUAL entitlements• All PA components included• MUST move to Cloud at end of year

eMail

upgrade@quebit.comfor more information!

* Time limited offer

NEXT: Where do you WANT to go?

OR

Planning Analyticson

IBM (Softlayer) Cloud

Planning AnalyticsLocal

(Own hardware or Public Cloud)

TM1 Enterprise PA Local andCognos Express PA Express

• Benefits:• No additional license cost for

MINIMAL upgrade• Legacy components including

Architect & Perspectives

• PAx included for all users

• PAW included for Modelers• Opportunity to TRY before buying

• Key Consideration:• ILMT still required• Additional fee to roll out

PAW to all users• No partial upgrades

• If add new users must upgrade ALL

PM Advanced PA Advanced

• Benefits:• No additional license cost for

MINIMAL upgrade• Legacy components including

Architect & Perspectives

• PAx included for all users• ILMT still not required

• Key Consideration:• PAW not included

• Not even for Modelers

• Additional fee to roll out PAW to all users• No partial upgrades

• If add new users must upgrade ALL

• TIP: IBM is very motivated to sell PAW upgrades right now

eMail

upgrade@quebit.comfor more information!

* Time limited offer

Any Legacy License PA Local with PAW

Introducing the QueBIT Upgrade Methodology

Create a Roadmap to:

• Manage Change

• Reduce Risk

PH

ASE

1 UPGRADE

• Minimal change –focus on core/pre-existing functionality

• Get on supported release

PH

ASE

2 DESIGN

• Healthcheck – has system been performing?

• Evaluate new features

• Re-assess needs & requirements

• Design Document

PH

ASE

3 IMPLEMENT

• New components eg. PAW, PAx, Cognos Command Center

• System optimizations & improvements

• New functionality

PH

ASE

4 ENABLE

• System Integration Testing

• Deploy

• Roll Out to Users

• Training

• Documentation

QueBIT TM1 Upgrade Methodology

PH

ASE

1 UPGRADE

PH

ASE

2 DESIGN

PH

ASE

3 IMPLEMENT

PH

ASE

4 ENABLE

Need Help? #AskQueBIT

Software Quotes

Fixed Price Upgrade Packages

Health Check Package

Fixed Price Design Packages

User Experience Design Workshop

Implementation Services

Project Mgmt / Solution Delivery

Fixed Price Testing Packages

Instructor Training

PAW & PAx Self Paced Training

eMail

upgrade@quebit.comfor more information!

• Schedule your Upgrade today and receive a $2,000 credit on Services• Schedule request must be submitted by July 31,

2018• Credit will be applied to final invoice for qualified

upgrade work• To qualify:

• Minimum $10,000 invoiced services (expenses excluded)

• Includes: Upgrade Services, Health Check, Workshop, Implementation, Testing

• Excludes: Training• PLUS FREE 6 month TRIAL of ReportWORQ for PA

Local upgrades (starter configuration included)

• Aggressive discounts on Self-Paced Training packages for PAW and PAx• When associated with Upgrade Services

eMail

upgrade@quebit.comfor more information!

Resources

• Blog posts:• 5 Reasons you should Upgrade to PA Now!

• https://blog.quebit.com/blog/quebit-blog-5-reasons-you-should-upgrade-to-planning-analytics-now

• More: https://blog.quebit.com/blog/topic/planning-analytics

Resources

• Webinars and Demos:• PA and CDM at SteinMart

• https://quebit.wistia.com/medias/x3b9od2y8i?wvideo=x3b9od2y8i

• Planning Analytics 120116• https://quebit.wistia.com/medias/j75ofjax3p?wvideo=j75ofjax3p

• PAW Pro Tips• https://quebit.wistia.com/medias/5odrix1eie?wvideo=5odrix1eie

• More: https://quebit.com/who-we-are/video-catalog/• More: QueBIT Channel on Youtube

• upgrade@quebit.com to get pricing information for software or services

Q&ASubmit questions by typing them in the Questions Pane

on the GoToWebinar toolbar

AG Tan agtan@quebit.com

Visit our website for additional information www.quebit.com

Or email us at upgrade@quebit.com

Thank you for attending and have a wonderful day!

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• 350+ analytics customers across all types of industries

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