An Overview of IBM Cognos 8 BI

1
An Overview of IBM Cognos 8 BI

• John Saldua
• Sr. Director,
• Management Reporting and Administrative Systems

2
Agenda

• UTSA and Cognos
• Departmental and Central User Reports
• Project Plan
• Demonstration
• Management Reporting Staff
• Questions

3
IBM Cognos 8 BI

• Factors for Choosing IBM Cognos 8 BI
• Limited Resources
• Limited Reports provided by Define
• Time-consuming and cumbersome presentation of
  information
• IBM Cognos 8 BI provides a more time efficient,
  concise and clear method of reporting financial
  data to support better, improved, more efficient
  Decision Making.

4
UTSA IBM Cognos 8 BI AFR Reports
Central User - AFR / MFR Report Schedules
Completed

• Estimated Delivery of improved AFR Schedules
  November 08

5
Departmental and Central User Reports
Standard Reporting Package Dev and Power User
Access

• Departmental Users

• Projected Delivery Date February 2009

• Central Users

• Projected Delivery Date March 2009

6
IBM Cognos 8 BI

• What is Cognos?
• Cognos is Business Intelligence software that
  enables users to extract data, analyze it, and
  then assemble reports.

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BI Business Intelligence

• Business Intelligence (BI)
• BI refers to technologies, applications and
  practices for the collection, integration,
  analysis, and presentation of business
  information .
• Purpose of BI
• To support better, improved and more efficient
  Decision Making
• BI Systems Provide
• BI systems provide historical, current, and
  predictive views of business operations.,
• BI Systems Information
• Uses data that has been gathered into a data
  warehouse or data mart.
• BI Software Elements
• Software elements support the use of this
  information by assisting in the extraction,
  analysis, and reporting of information.

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IBM Cognos 8 BI Implementation Project
UTSA Financial Affairs Cognos Business
Intelligence Reporting Project
Web
Office
Search
Mobile
Reporting
Analysis
Dashboards
Scorecarding
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IBM Cognos 8 BI Implementation Project Mission
UTSA Financial Affairs Cognos Business
Intelligence Reporting Project Mission
Statement The mission of this project is to
provide ondemand access to accurate and
up-to-date financial reports and related
information for identified UTSA customers using
Cognos Business Intelligence reporting tools. We
will empower financial analysts around the
University with tools to manage the University's
resources more efficiently.
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IBM Cognos 8 BI Implementation Objectives

• Increase Automation of Financial Business
  Processes
• Streamline inefficient business processes
• Improve reporting format and analysis
• Improve Worker productivity
• Reduce manual workload through the use of
  technology
• Provide comprehensive training on software and
• Maintain Data Integrity
• Ensure data conversion is successful and accurate
• Maintain Positioning for Future Initiatives
• Provide information access to allow UTSA to
  implement a financial assessment process
• Develop performance measurements to support
  quality initiatives

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IBM Cognos BI Project Phases

• Phase 1 Project Planning, Acquisition
  Migration
• Phase 2 Central User Reports AFR / MFR Report
  Schedules
• Phase 3 Standard Reporting Package Development
  Power User access Begin Financial Assessment
  Process
• Phase 4 Central User Ad-hoc Reports
• Phase 5 Statement of Accounts Report
  Development
• Phase 6 Special Purpose Reports
• Phase 7 Evaluate Delivered Banner Cubes and
  Automate Define to Banner Fee Revenue and
  Accounts Receivable Reconciliation

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IBM 8 Cognos BI Demonstration

• Report using Cognos 8 BI Analysis Studio
• Dimensional Data
• Dimensional Data
• Data Cube
• Dimensionally Modeled Relational Data (DMR)
• Sample Data
• Budget Balance
• Available by unit
• For end of FY 0708
• Points of Emphasis
• Ease of use
• Drillable capability
• Charting options

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IBM 8 Cognos BI Report Distribution
IBM 8 Cognos BI Report Distribution

• Reports
• Scheduled Reports
• Reports will be scheduled and run on a periodic
  basis
• Reports can be retrieved by user or received via
  email
• Scheduled Email Distribution
• Reports will be scheduled and emailed to
  recipients as an attachment

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IBM 8 Cognos BI User Access
IBM 8 Cognos BI Report User Access

• Web Application
• No software loaded onto user machines
• Web address provided via Management Reporting
  website or email

• User Login setup
• Request for Cognos access available via MR
  website or email
• Users will be setup within Cognos with using
  existing UTSA Login ID Password

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Management Reporting Staff

• John Saldua, Sr. Director
• Extension 4208
• Denise Brown, Sr. Business Analyst/Data Modeler
• Extension 4306
• Elizabeth Bay, Financial Business Analyst
• Extension 4307
• Fred Brito, Management Reporting Specialist
• Extension 5201

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Conclusion IBM Cognos 8 BI Enables Better,
Faster Decisions

• Broad Range of Users
• Simplified role based interfaces
• Targeted content and capabilities
• Flexible and scalable platform
• Better Decisions
• Based on accurate, complete information
• Aligned with strategic goals and initiatives
• Based on proven practices
• Faster
• Information when users need it
• How they need it
• Where they need it

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Questions of IBM Cognos 8 BI
Questions about IBM Cognos 8 BI and UTSA
Financial Affairs Implementation of IBM Cognos 8
BI