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Agenda

Planning, Budgeting, Forecasting, Retail Analytics, for Pepco Jason Mullins, Mark Weller, Peter Dailey. Agenda. Introductions All Objectives All Cognos TM1 Basics Jason TM1 in Retail Peter Cubewise Delivery Mark. About Cubewise. Leading independent c onsultancy, Est. 2004

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Agenda

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  1. Planning, Budgeting, Forecasting, Retail Analytics, for PepcoJason Mullins, Mark Weller, Peter Dailey

  2. Agenda • Introductions All • Objectives All • Cognos TM1 Basics Jason • TM1 in Retail Peter • Cubewise Delivery Mark

  3. About Cubewise • Leading independent consultancy, Est. 2004 • BPM and BI Solutions Specialist • IBM Premier Business Partner for Business Analytics • Strong methodologies for quality and success • Agile implementation – business & goal focussed • Modular design – reuse common components • Best Practise leaders – bedrocktm1.org • Transfer of knowledge to customer • Offices in London, Brussels, Zurich, Sydney, Melbourne, Perth, Hong Kong, Singapore.

  4. Analyst Management Analytics Issue How are we doing? HR How are we doing? INTERNAL DATA CRM ERP Why? Why? Manager MS Access What should we be doing? EXTERNAL DATA What should we be doing? Products External Data

  5. Life as you know it!

  6. Cognos for Finance • What does Cognos do for Finance? • Real-time financial and operational modelling • Planning, forecasting, reporting, what-if, scenario modelling • Incrementally load data, no pre-caching • Combine multiple data sources for trusted information • Model your business • Flexible business driven modelling • Powerful business rules – cell based like Excel • Highly scalable data and users • Personal, Workgroup or Enterprise • Business owned analytics • Leading integration with Microsoft Excel

  7. Analyst Trusted Comprehensive Information How are we doing? HR How are we doing? INTERNAL DATA CRM ERP Why? Why? Manager MS Access What should we be doing? EXTERNAL DATA What should we be doing? Products External Data

  8. Life Post Implementation 其他 Comms With BU & Mgmt Comms With BU & Mgmt

  9. TM1 - the engine of Cognos • How? • In-memory, real-time MOLAP • Patented sparsity handling • 64-bit for scalability, 1000’s of concurrent users • Cell oriented architecture, Hierarchical structure • Personal, Workgroup and Enterprise agility • Classleading Excel interface for business users • Cognos10 integration for wider deployment • Key Benefits • Single platform for financial and operational analytics • Trusted information source for planning and analytics • Real-time enables what-if and scenario modelling • Spend more time on value-add activity • Optimise the business

  10. Some Cubewise UK Customers

  11. Some of our Retail Customers

  12. TM1 – The Basics • Multidimensional OLAP • Dimensions (Hierarchies/Subsets) • Cubes (Views) • Rules • Processes • Delivery • Excel • Web • Mobile, BI, etc.

  13. Quick Demo

  14. Cubewise RetailPeter Dailey

  15. Cubewise Retail Retail Business Solution Provider • Retailer to Retailer • In Depth Business Process Knowledge • Diverse Divisional Experience • Retail Strategy and Best Practice • Business Acumen with IT Knowledge

  16. Retail • Retail is one of the most challenging industries. • Data revolution means information is becoming the key to success.  • Traditional systems, although they contain the latest and greatest technology, are becoming too inflexible to effectively deliver efficient solutions in the Retail environment. Rocket Science Retailing Right Product in the Right Place at the Right Time for the Right Price Supply-Chain Speed Accurate, Available Data Forecasting Inventory Planning

  17. TM1 for Retail • Ability to service constantly changing business needs, but with the power and reliability of an IT infrastructure. • With low cost of ownership compared to established planning and reporting applications • Provides your business with the scope to grow, enabling the business to implement new solutions on the same platform without investing money in extra platforms for each new or changing requirement. • And brings everything together into one unified space where the entire business can harness the power of enterprise wide information to meet the ever changing customer needs.

  18. Retail Business Solutions COGNOS Business Intelligence • Stores • Operational Planning • Wage and Sales Replanning • Rostering Tools • Sales Performance Review • Labour Management • OHS Compliance • Functional Workgroup Analysis • Human Resources • FTE Analysis • LabourResource Management • Training Needs Analysis • Store Employee Analysis • LabourTurnover • Logistics • Volume Management • Landed Costs • Warehouse Receipting • Back Of House Scheduling • Critical Path Management • Warehouse Replenishment Systems • Marketing • Loyalty Program Analytics • Promotional Planning • ROI on Marketing Expenditure • Customer Segmentation Analysis • Product, Store & Media effectiveness • Design and Manufacturing • Vendor Performance Management • Factory Audits • Own Brand Analytics • Purchase Order Management • Raw Materials Forecasting • Channel Management • Customisationof Customer Offer • Location Planning • Space Planning • Store Clustering • Property • ROCE • Lease Analysis • Lease Management • Financial and Demographic Site Assessments • Customer Insights • Customer Segmentation • Basket/Customer Analysis • Assortment Strategy Refinement • Video Analytics • Product Association and Penetration • Navigational Analysis • Financial • Integrated Corporate Performance Management • P & L • General Ledger • Cash Flows • Board Reporting • Financial Budgeting • KPI Reporting • iPad Reporting COGNOS Disclosure Management SPSS • Merchandise • Sales Performance Analysis • End to End Merchandise Planning (Financial, Assortment, Category, Product, Promotional, Inventory and Allocation Planning) • Strategy Implementation • Real Time Planning • Analytics • Forecasting

  19. Business Solutions Architecture • Consulting • Custom Built Applications • Business Acumen Based Solutions

  20. Management Feedback Control Loop • Living organism. • Adapt and impact environment. • Hierarchy of loops – the nervous system of enterprise. • Purpose of Information Management make control loop work better. Analytics Measure Plan Execute Execution

  21. Hierarchy of Analytics Management Capital / Strategic Financial Regional / Sales Operational Automatic

  22. Analyst Management Analytics Issue How are we doing? HR How are we doing? INTERNAL DATA CRM ERP Why? Why? Manager MS Access What should we be doing? EXTERNAL DATA What should we be doing? Products External Data

  23. Analyst Trusted Comprehensive Information How are we doing? HR How are we doing? INTERNAL DATA CRM ERP Why? Why? Manager MS Access What should we be doing? EXTERNAL DATA What should we be doing? Products External Data

  24. The Functional DatabaseCell Orientation and Calculation Chains • A key characteristic of a Functional Database isCell Orientation • Cell Orientation enables a business user to easily create complex chains of calculations to model the business • Calculations are “pulled” when needed and calculated in real time, rather than “pushed” via a batch job when drivers change. This makes TM1 efficient in both data storage and calculation speed. Additional Locations Growth Assumptions Growth Assumptions Units Units Strategic Objectives Strategic Objectives Revenue Revenue EBIT EBIT Marketing Assumptions Price Product Mix / Additions Assumptions Exchange Rate Assumptions = Real-time Calculation

  25. Real Time Retail Planning Strategic Strategic Objectives Budgeting Financial Plan Growths Yearly Financial Forecasts Budgets Forecasts Store Planning Assortment Plan Sales & Margin By Store Contributions Allocation Planning Store Clustering Styles & Sales Plan Company EBIT Product Plan Exchange Rate Assumptions Product Costs Forecasted Sales & Margin EBIT Forecasted Cash Balances Promo Plan ICPM Inventory Plan Cash Flow Balance Sheet P&L Forecasted Promo Sales & MD Forecasted Purchases

  26. Demo

  27. Project DeliveryMark Weller

  28. Next Steps…

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