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© 2010 IBM Corporation Business Analytics Marco Loprete, Senior Solution Specialist What’s New with Version 9.5

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Page 1: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

Marco Loprete, Senior Solution Specialist

What’s New with Version 9.5

Page 2: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

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Important Disclaimer THE INFORMATION CONTAINED IN THIS PRESENTATION IS PROVIDED FOR

INFORMATIONAL PURPOSES ONLY.

WHILE EFFORTS WERE MADE TO VERIFY THE COMPLETENESS AND ACCURACY OF THE INFORMATION CONTAINED IN THIS PRESENTATION, IT IS PROVIDED “AS IS”, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED.

IN ADDITION, THIS INFORMATION IS BASED ON IBM’S CURRENT PRODUCT PLANS AND STRATEGY, WHICH ARE SUBJECT TO CHANGE BY IBM WITHOUT NOTICE.

IBM SHALL NOT BE RESPONSIBLE FOR ANY DAMAGES ARISING OUT OF THE USE OF, OR OTHERWISE RELATED TO, THIS PRESENTATION OR ANY OTHER DOCUMENTATION.

NOTHING CONTAINED IN THIS PRESENTATION IS INTENDED TO, OR SHALL HAVE THE EFFECT OF:

– CREATING ANY WARRANTY OR REPRESENTATION FROM IBM (OR ITS AFFILIATES OR ITS OR THEIR SUPPLIERS AND/OR LICENSORS); OR

– ALTERING THE TERMS AND CONDITIONS OF THE APPLICABLE LICENSE AGREEMENT GOVERNING THE USE OF IBM SOFTWARE.

Page 3: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

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IBM Cognos Express 9.5

The only integrated Reporting, Analysis and Planning solution purpose built for midsize companies

Page 4: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

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IBM Cognos Express Planner

Purpose-built planning application• Rapid deployment of managed

planning applications

• Rich contribution client

• Planning Workflow• Structured Planning Process• Hierarchical Approvals• Audit Trails

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© 2010 IBM Corporation

Business Analytics

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Express Planner for the Planning Agenda

For: CFOs, Controllers, Financial Analysts and planning contributors

Who: Are unable to deliver timely and reliable forecasts, plans, and analyses that align operational tactics with the organization’s financial targets

IBM Cognos provides:

An automated solution for Planning, Budgeting and Forecasting

That: Provides a Finance-managed solution to significantly reduce the time and cost

Unlike: Spreadsheets and manual processes

Express Planner: Replaces slow, cumbersome manual planning processes with automated daily, weekly or monthly planning based on trusted business data.

Page 6: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

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Cognos Express 9.5 Technical & Deployment Architecture

Expr

ess

Cor

e

Express Advisor

“Cognos Connection” Portal / Presentation Layer

Single Sign On via CAM Passport

Express Reporter

Cognos Express Manager Console (Install & Config)

COGNOSANALTIC SERVER

(ICAS 9.5.1)

Admin Role

Business User Role

Active Directory (optional)

AnalysisClient

Report Studio

Query Studio

APPLICATION SERVER

(Tomcat 4.1.27)

CONTENT STORE

(Informix 11.5.7)

CONTENT MANAGER

(Cognos 8.4.1)

COGNOSACCESS

MANAGER(Cognos 8.4.1)

PersonalData

Corporate Data

Framework Manager

Client

PlannerAdminClient

MS ExcelClient

Express Xcelerator

WebClient

ContributorClient

Express Planner Modeling Clients

DataAdvisor

ICASArchitect

Page 7: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

IBM Cognos Analytic Server (ICAS)

Personal Hierarchies– Dynamic modeling of hierarchies and dimensions to provide the right views of

information and insight for different users (e.g. custom consolidations)

Personal Scenarios– Unlimited number of ad-hoc, what-if alternatives (sandboxes) that allow individuals,

teams, divisions and whole companies to respond to fast changing conditions

In Cell Picklists (driven by server-based logic)

Redo/Undo– Back out impact of data spreading transactions– Session level activity tracking

Changed cell coloring

Embedded OLAP Server now brings TM1 9.5.1 core capabilities to Cognos Express modules

Internal and BP Use only - Subject to NDA Obligations with IBM

Page 8: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

Enhanced Management Console

Cognos Express Manager– Back-up and restore

– Centralized client downloads for easy deployment – including shared components like Data Advisor and Architect

Page 9: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

Data Advisor

Support for both relational (new) and multidimensional modeling.

– Users can switch between these modes on the fly

User can now just create the cube/package

– Decide to open it with Advisor or Reporter

– Can set to open automatically

Page 10: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

Express Advisor

Enhanced dashboards – Multiple objects on a single “canvas”– Easily sized and changed– Can be linked (synchronized)

New visual enhancements– Extended traffic lights

with shapes/symbols– New dial chart type

Page 11: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

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Which Cognos Express Module Should Lead

Buying Agenda Reporter Advisor Xcelerator PlannerReporting & Ad Hoc

Analysis and Visualization

Scorecards (threshold based )

Dashboards

What-if Scenario Modeling

Excel-based Analysis

Planning, Budgeting and Forecasting

Page 12: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

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IBM Cognos Express Capabilities

Capability Reporter Advisor Xcelerator PlannerSelf Service Reporting Ad hoc query and analysis Multidimensional Analysis and Visualization

Excel-based Multidimensional Analysis

Dashboards Planning, Budgeting and Forecasting MS Office Integration In-memory OLAP engine Write-back Security Data Integration Centralized admin & mgmt

Page 13: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

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Comparing Cognos Express to Cognos BI and TM1

Cognos Express Cognos BI and TM1Reporter Users plus Connector

BI Professional Authors plus TM1 Analytic Server

Advisor Users plus Connector

Executive Viewer Users plus TM1 Analytic Server

Xcelerator Users plus Connector

TM1 Explorer plus TM1 Analytic Server

Planner Users plus Connector

TM1 Contributor plus TM1 Analytic Server

Page 14: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

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IBM Cognos Express Licensing and Pricing

Reporter Advisor Xcelerator Planner Complete

Connector $10,000 $10,000 $10,000 $10,000 $25,000

User $500 $500 $1,000 $500 $1,500

Consumer $400

Admin $2,000

Non-Prod $5,000 $5,000 $5,000 $5,000 $12,500

Green = NewExamples in $USD

Page 15: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

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New License Types Complete Connector

– Server entitlement to all Cognos Express modules (Reporter, Advisor, Xcelerator, Planner).

Complete User – User entitlement to all module capabilities– Requires that all CX Connectors be licensed

either through the new Complete Connector or individual Connector licenses

Consumer User– Read-only, named user access to pre-authored

content through Cognos Connection– Authoring content for a CX product module is

entitled only via individual Named User or Complete User licenses

Non-production Licenses

Page 16: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

Cognos Express Glide Path

CX Module…. Trade-up to… Cost… ($USD)

Express Reporter– User BI Business Author $1,010– Connector BI Admin $5,500

Express Xcelerator – User TM1 Contributor $1,360– Connector Analytic Server $160/PVU

Express Advisor – User EV User $465– Connector EV Server $60/PVU

Express Planner– User TM1 Contributor $1,760– Connector Analytic Server $160/PVU

Page 17: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

IBM Cognos Express Promotions

IBM Cognos Express Partner Promotions Q1 2011

1. ‘Ongoing Incentive’ promotion - to 'reset' the entitled PPA IBM Cognos Express prices (new customer authorized selling price) toaddress the Cognos Uplift and IBM Fx Rate. Available for select countries in all IOTs

2. “Land and Expand” Starter-kit (5-user Reporting) seeding promotion - to grow market share, revenue and compete effectively against local competitive products/seeding programs– available in North America, EMEA: Northeast, Southwest, CEE, MEA, Latin America, Asia Pacific: ISA GMT

For more information and to check whether available in your region, go to:

https://www.ibm.com/partnerworld/wps/servlet/mem/ContentHandler/pw_com_mkt_mrt_cognos_licensing

Or Contact your local Channel manager

Page 18: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

Opportunities in the existing Cognos Express installed base

Existing customers will be interested in “What’s New in CX 9.5”

–New Planner module

–Great new dashboarding capabilities in Advisor

The new Planner module makes it easy to introduce the idea of moving to the complete connector

–One Connector $10K, Complete Connector only $25K

–Trade up from one Connector to Complete Connector

Sell new seats with Consumer and Complete user roles

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$

Page 19: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

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Cognos Express Enablement Resources

Cognos Sales Resources–Cognos Express Sales Learning

–Sales Play for Cognos Express

–Sales and Marketing Kit

Cognos Technical Sales Resources–Cognos Express Technical Sales Learning (presales)

Partner Resources– Cognos Express Overview

– Sales and marketing kit

– Cognos Express Enablement

– Sales Play For Cognos Express

Page 20: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

Blueprints Powered by IBM Cognos Express

Expense Planning and Control PerformanceStrategic Finance PerformanceWorkforce Planning Performance Integrated Financial Planning and

Forecasting PerformanceCapital Project Planning Performance

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Page 21: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

New Demonstration System

Single Environment supports Reporting, Analysis and/or Planning Agendas

Table-driven to allow easy renaming of products and geographies

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Page 22: What’s New with Version 9 - €¦ · What’s New with Version 9.5 ... CFOs, Controllers, Financial Analysts and planning ... An automated solution for Planning, Budgeting and Forecasting

© 2010 IBM Corporation

Business Analytics

Call to Action

Cognos Sales Resources– Cognos Express Sales Learning

– Sales Play for Cognos Express

– Sales and Marketing Kit

Cognos Technical Sales Resources

– Cognos Express Technical Sales Learning (presales)

Partner Resources– Cognos Express Overview

– Sales and marketing kit

– Cognos Express Enablement

– Sales Play For Cognos Express

Get InformedGet EnabledGo Get Them!

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© 2010 IBM Corporation

Business Analytics

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© 2010 IBM Corporation

Business Analytics

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© Copyright IBM Corporation 2008 All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warrantyof any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Cognos, the Cognos logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.