An Overview of IBM Cognos 8 BI

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An Overview of IBM Cognos 8 BI

John Saldua

Sr. Director,

Management Reporting and
Administrative Systems

Agenda




UTSA and Cognos


Departmental and Central User Reports


Project Plan


Demonstration


Management Reporting Staff


Questions


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.

UTSA IBM Cognos 8 BI AFR Reports

Central User
-

AFR / MFR Report Schedules Completed

Name

Type

Reference

Tuition and Fee Revenue

Schedule

C1

E&G Funds

Schedule

B1

Designated Funds

Schedule

B2

Auxiliary Funds

Schedule

B3

Transfers

Schedule

B13

Exp by Object and Fund Group

Schedule

C2

Restricted Funds

Schedule

B4

SRECNA With Variances

Exhibit

Exhibit B

Expenditure Transparency

Report

Report

S3 Schedules that support B3

Schedule

S3

Monthly Income Statement

MFR

November 2008


Estimated Delivery of improved AFR Schedules November 08

Departmental and Central User Reports

Standard Reporting Package Dev and Power User Access

Name

Budget Status


Monthly Financial Report by Unit Hierarchy

Organizational Overview by Fund

Expenditure Detail and Summary Report

12 Month Expenditure Report

Revenue Detail Report

Original Budget Report

Name

Auxiliary Revenue

Monthly Financial Report by Fund

Athletics

Revenue Analysis

University Center

Statutory Tuition

Parking and Business Auxiliary Services

Designated Tuition Fees

Child Dev Center

E&G Fees

Housing

Designated Fees

Institute of Texan Cultures


Departmental Users


Central Users


Projected Delivery Date February 2009


Projected Delivery Date

March 2009

IBM Cognos 8 BI


What is Cognos?


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

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.

IBM Cognos 8 BI Implementation Project

UTSA Financial Affairs

Cognos Business Intelligence Reporting Project

Reporting

Analysis

Dashboards

Scorecarding

Web

Office

Search

Mobile

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 on

demand 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.


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


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

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

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

IBM 8 Cognos BI Report Distribution

IBM 8 Cognos BI User Access


Web Application


No software loaded onto user machines


Web address provided via Management Reporting website or email

IBM 8 Cognos BI Report User Access


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

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

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

Questions of IBM Cognos 8 BI

Questions about

IBM Cognos 8 BI

and

UTSA Financial Affairs Implementation of
IBM Cognos 8 BI