Dimension Management Introducing IBM Cognos 8 Business Viewpoint

1. Dimension Management Introducing IBM Cognos 8 Business Viewpoint

2. Agenda • Define the problems with dimension management • Introducing IBM Cognos 8 Business Viewpoint • Walkthrough real-life BI and Planning scenarios • Provide demo and architecture overview • Recap best practices to get started • Q&A

3. Applications& Blueprints Access & Interactivity Universal Capabilities Business Modeling PerformanceManagementPlatform Information Infrastructure IBM Cognos Performance Management System

4. Dimension Management Needs in the Business Do any of these sound familiar? • “I wish the sales hierarchy reflected the latest re-organization.” Operations Manager • “When will the data warehouse reflect my new customer loyalty index?” Brand Manager • “I want to realign my cost centers so I have plan and actual views.” Financial Analyst • “I need my customer marketing hierarchy to be different from my shipping hierarchy.” Marketing Manager

5. Dimension Management Adds Value Enterprise dimension management focuses on correctly managing the dimensions used to roll up data, analyze it and report it. Simply put, behind the clean-looking reports of many large corporations is a huge mess, which enterprise dimension management aims to fix. • What causes this huge mess? • 1) Each enterprise has assembled its own "portfolio" of systems. • 2) Divisions or subsidiaries have their own traditional or cultural ways of rolling up data. • 3) Simply put - change. BPM and Enterprise Dimension Management Maximize Business Performance Craig Schiff DM Review Magazine, June 2005

6. Dimension Management Ensures Shared Views ….by unifying the data management, it allows company-wide views of performance that are so important to business performance management (BPM). • Desires for a better world: • Capture knowledge from domain experts in the business • Ensure collaboration on shared – not a single – view • Provide business a way to collaborate with IT to “own” their perspective of the way information should be organized Enterprise Dimension Management Craig Schiff DM Review Published: May 15, 2006

7. Drivers for Business Viewpoint • BI and Performance Management • Financial Performance Management • Merger and Acquisition • Strategic Account Management • Sales Operations • Marketing Efficiency • Profitability Analysis

8. Three Common Questions • How can we create and maintain the dimensions that domain experts are responsible for? • How can we maintain transparency across any changes made? • How can we ensure a common shared view across the organization? • HR Sales Org Analyst • Sales representative • Regional Manager • Senior VP of sales • Chief Executive Officer • Business Analyst – Time Hierarchy • Fiscal and/or Calendar Quarter • Monthly • Weekly • Daily • Financial Analyst • Asset Accounts • Petty Cash • Liability Accounts • Accounts Payable • Equity Accounts • Stated Capital • Revenue • Product #1 Sales • Cost of Goods Sold • Product #1 Cost • Product Manager • Camping Equipment • Tents • Highland • DuraTent • Weather Max Tent • Lanterns • Shine Bright • Long Lasting • Fishing Gear • CatchAll • Clothing • Boots • Pants • Shirts • Hierarchies to manage • Brand • Territory • Product • Financial • Customer • Employees • Supplier • Asset • Location • Etc.

9. Business Problems To Address • Business users cannot manage their views of the business • Domain experts cannot collaborate effectively in the dimension management process • Changes to dimensional models can have significant downstream impacts (e.g. to existing reports) • There is no consistent shared view of the hierarchical structures across the organization • There is no accepted repository for future planned members and hierarchies for budgeting and forecasting

10. Introducing IBM Cognos 8 Business Viewpoint • Solution • For business users to easily maintain, govern and share the hierarchies for use … and reuse … across Business Intelligence and Performance Management solutions • Result • Capture the business viewpoint on how to organize information to drive business performance • Save time spent on reconciling reports, plans, forecasts

11. Business Viewpoint Enables the Business Create and Maintain Enable the business to easily create their own perspectives with highly visual interface and fully flexible model Govern and Collaborate Replace manual, error-prone efforts with fully transparent, automated and auditable processes Share and Synchronize Deliver shared, approved viewpoints across Performance Management and provide bi-directional interfaces to external systems

12. Business users maintain any and all dimensions, attributes and hierarchies Visualize create and relate dimensions and flexibly add any number of attributes Create and Maintain • Enable Business Definition of Common Dimensions • Create, edit, manage, compare, import • Address all dimensions required for PM (chart of accounts, cost center, product etc) • Assemble multiple hierarchies, views or versions to support the performance management process • Work within familiar tools such as Excel • Provide notifications by role as changes occur

13. Manage nominations, approvals and versions with business workflow Assign specifics roles and areas of responsibility across the business community Govern and Collaborate • Enable Governance of Common Dimensions • Facilitate workflow collaboration, multi user contribution • Audit who makes changes and what changes are made • Provide version control and roll back • Apply security for dimensions, users and user roles • Provide lineage of maintenance history back to the source • Store dimensions in central store

14. IBM Cognos 8 BI Synchronize common dimensions for consistent performance management IBM Cognos Transformer IBM Cognos TM1 IBM Cognos 8 Business Viewpoint End-to-end dimension management across the Cognos portfolio Cognos Framework Manager IBM Cognos 8 Planning Share and Synchronize • Enable Consistent Use of Common Dimensions • Pre-built integration with Planning, TM1, BI, Transformer* • Selectively publish changes to authorized applications • Subscribe and synchronize master dimensions • Impact analysis for downstream effects

15. Use Business Viewpoint Across the Organization • Who uses Business Viewpoint? • Business Manager • Financial/Business Analyst • Product manager • Brand/Category Manager • Director/VP of FP&A • What type of domain? • Products • Customers • Channel • Chart of accounts • Cost centers …any domain in BI and PM • What are they working on? • Mergers and acquisitions • Launching new product lines • Opening new markets • Managing change to the business

16. IBM Cognos 8 BI IBM Cognos Transformer IBM Cognos TM1 IBM Cognos 8 Business Viewpoint Cognos Framework Manager IBM Cognos 8 Planning End-To-End Dimension Management for Performance Management

17. Demonstration

18. My BI users can now report on the new corporate employee structure Mission accomplished!! I need to pull the master employee structure from the warehouse and an excel spreadsheet from the acquired company 5 1 • BV provides the shared common view to all subscribers DW Now the changes have been approved I need to push them out to be reported on • BV pulls data from warehouse and Excel and • Combines them so I can work with them HR Analyst 2 4 I need to make changes to the acquiring company’s dimensions • BV engages the workflow so the right individuals approve the changes • BV allows me to: • Add new employees and • Move current employees to different departments I need to get approval for the changes I have made 3 Business Viewpoint for BI:Reporting Employees after an M&A I need to report on the NEW corporate employee structure after an M&A

19. My BI users can now report on actuals to plan 5 • BV provides the shared common view to all subscribers • My 2009 plans, along with all other brand manager plans are completed against the approved structures 4 • BV synchronizes updates with Planning, TM1 and BI • I need to synchronize with the subscribing systems 3 Business Viewpoint for FPM:Brand Level Planning • I will pull product master data from this year • I need to add new family and • Move iPods into entertainment 1 I need to define and report on my brand hierarchy for next year’s plan DW • BV pulls data from warehouse • Brand Manager adds to and edits • current structure in BV Brand Manager 2 • I am making changes along with many other brand managers for the 2009 plan • BV workflow engaged to approve all changes via the right stakeholders

20. Business Viewpoint for FPM: Corporate Level Planning Launch the Planning Cycle 5 1 Obtain current year’s product hierarchy • Export to Cognos Planning I need to develop next year’s product hierarchy • Export to IBM Cognos TM1 for “apples to apples” analysis of last year’s sales • Fine-tune new hierarchy • Use BV’s data interfaces to • import data from GL Budget Manager Perform Impact Analysis 2 4 Solicit Brand Managers • Make snapshot • Add new products • Remove discontinued products • Create BV workflow Create a new product planning hierarchy 3

21. Cognos BI Planning Transformer TM1 Controller Framework Manager Create and Maintain Govern and Collaborate Share and Synchronize Subscribe and Publish User Managed Version Control Create & Maintain Dimensions Business Viewpoint Capabilities Easy to use Web Interface Role Based Access Privilege Cognos Integration Workflow Approval Process Multiple Hierarchy Views SOA/API/3rd Party Integration Central Dimension Store Flat File Relational Cognos 8 assets Spreadsheet Web Services Data Formats Source Data Systems MDM General Ledger ERP DW SFA HR CRM Business Viewpoint Marketecture

22. Top 4 Best Practices • This is a collaborative process with the business driving • IT plays a supporting role • Start small with your biggest dimension pain • 80/20 rule • Each project after this increases in value • Don’t try to do everything at once • Customer Accounts for Financial Services • Subscribers for Telecommunications • Products for Manufacturing • Stores or Products for Retail • Build a strong user community • Get the right stakeholders involved in the process • Establish a reconciliation process for disagreement

23. Summary: Business Viewpoint • With Business Viewpoint: • Business usersCAN: own the viewpoints, manage the structures, relationships and attributes, from anywhere, in a shared view • Business usersCAN: replace manual, error-prone efforts with fully transparent, automated and auditable processes • Business usersCAN: deliver common approved viewpoints across Performance Management and provide approved structures to other systems • For More Information • Contact your Cognos sales representative

24. IBM Cognos 8 Business Viewpoint Thank you