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© 2015 IBM Corporation Business Analytics in the Cloud Phil Preede IBM Analytics Technical Professional Jim Lee IBM Analytics Technical Manager

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Page 1: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation

Business Analytics in the Cloud

Phil Preede – IBM Analytics Technical ProfessionalJim Lee – IBM Analytics Technical Manager

Page 2: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation2

Goal for this session:

Learn how the deployment of Business Intelligence, Performance Management, and other Analytics capabilities in the Cloud can change the game for your organization.

Agenda:

- Cognos Business Intelligence

- SPSS Modeler Gold

- Sales Performance Management

- Narrative Reporting and Disclosure Management- TM1 Concert Offering

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© 2015 IBM Corporation3

Cognos Business Intelligence in the Cloud

© 2015 IBM Corporation3

Page 4: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation4

The IBM Business Analytics portfolio’s breadth and platform for life

sciences companies

R&DExecutive

.

Marketing OperationsSalesFinance

How are we doing? What should we be doing?Why?

Immediate, visual insight into

business performance

Self-service analysis of

trends and patterns

Insight to determine strategy,

allocate resources and set targets

Message

sources

Relational

sources

Application

sources

OLAP

sources

Modern and

legacy sources

Smartphone PowerPoint Browser TabletExcel Email

Dashboards Scorecards Reports Queries Analysis Network

analytics

Predictive

modeling

Planning/

budgeting

IBM Business Analytics capabilities

Unstructured

data

IBM Business Analytics platform

4

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© 2015 IBM Corporation5

IBM Cognos Business Intelligence Cloud Offering

What is Cloud and why does it matter?

IBM Cognos BI in the Cloud Landscape

Subscription Levels

Transitioning from On-Prem to Cloud

Security Compliance

Jump Start Services

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© 2015 IBM Corporation6

Faster realization of information value

Provide BI to more users faster and smarter

Dependable scalable performance

Development decentralization easier to accomplish

IBM specialized services to accelerate developmentBusiness

Information

Technology

Agenda- BI/Analytics #1 on CIO Agenda 2015

IBM provides entire cloud infrastructure and staff

Minimize administration and infrastructure costs

Secure to IBM’s and your standards

Your data can stay on premise

Why does IBM BI in the Cloud matter?

Page 7: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation7

It’s Your Journey: How is IBM BI on Cloud Differentiated?

Choice

BI on Cloud … • Decide where to start,

how and when to grow• Uptime guarantees that

fit apps and users• Boost performance with

‘Fast Lane’ options • Locate data where it’s

best, on/off premise• Select from a single –

tenant or bare-metal environments

Confidence

BI on Cloud…• Improves compliance

and certifications: Safe Harbor, SOC II, ..

• Future ‘resident’ BI with 13 data centers in five continents

• Having the have right tools available, for the right user roles

• Consistent technical support

BI on Cloud…• Purpose built

environment for BI • Managed as single

solution, bare-metal to BI, by domain experts

• Plan for long-term growth without caps on users or support

Control

24 of the top 25Fortune 500 trust the IBM Cloud

IBM holds 1,560

cloud patentsfocused on driving

innovation

IBM plans to deliver

cloud services from

40 data centers

worldwide in 15

countries

Page 8: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation8

IBM Cognos Business Intelligence v10.2.2 on Cloud Helps all Users

IT

Delivery More for Less, a Cloud-First Strategy

• Respond more quickly, scale on demand

• Improve compliance and certification

• Don’t make trade offs for cloud

Business Users

Empowered to Operate at Business Speed

• Seamlessly integrate cloud and existing

business solutions

• Collaborate across business and IT for better

outcomes

Be a King Maker, Own a Test & Dev Sandbox

• Start small or go big with Bluemix

• Reduce time to configure, tune, and scale mobile & web apps

• Eliminate IT delays, improved production times

Application Developer CHOICE

CONTROL

CONFIDENCE

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© 2015 IBM Corporation9

Delivering a complete cloud journey, not just an application

SoftLayer

Environments

For high input and output (I/O)-

intensive apps, big data, scalability

Cognos

Business

Intelligence

For reporting, collaboration, innovation

across depts, organizations, partners

40,000 Cloud

Experts

Trained to be global experts,

working in offices near you

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© 2015 IBM Corporation10

Traditional BI

• On-Premise

• CapEx Budget

• Less Predictable TCO

• Variable Effort

• Updates in Months/Years

• Standard Support

BI on Cloud

•Off-Premise

•OpEx Budget

•Predictable TCO

•Low Effort

•Updates in Days/Weeks

•Cognos 10.2.2 *

•Support with Shared Responsibility

*Except items in deprecation

IBM Business Intelligence on Cloud

VP

N

Hadoop

Cloud Data

On-Premise

Streaming

DB2

SQL DashDB

Salesfoce.com

Azure

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© 2015 IBM Corporation11

Page 12: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation12

Number of Users

Serv

ice L

evel

50 100 150 200 300 500 1000 2000 3000 4000 5000 …

Standard

Enterprise

Reliable and Elastic Subscription

Adaptive to Needs: Data sandbox

Supplier collaboration

Consultant support

Compliance mandate

ReorganizationWorkgroup

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© 2015 IBM Corporation13

Enterprise Standard Workgroup

Includes:

• Ad hoc reporting

• Extensible Visualization

• Dashboards

• User and role management

• Mail delivery service

• Mobile Application

• Access to cloud data sources

• User storage up to 100GB

• Disaster Recovery up to 100GB

• Single-tenant environment

• Standard technical support

*Minimum subscription of 50 users at full role

flexibility

Includes Workgroup plus:

• Access to on-prem data sources

• Pre-production environment

• User storage up to 250GB

• Disaster recovery up to 250GB

• Optional Cloud Throughput

Capacity

• Optional 250GB Personal Cloud

Storage

**Minimum subscription of 100 users at full

role flexibility

Includes Standard plus:

• High performance environment

• ‘Bare-metal’ server

• User storage up to 500GB

• Disaster recovery up to 500GB

***Minimum subscription of 150 users at full

role flexibility

Find your Preferred Journey to Business Intelligence

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© 2015 IBM Corporation14

Cognos Business Intelligence on Cloud

Managed hosted offering of Cognos

Business Intelligence Dedicated environment for each customer

IBM operation experts manage infrastructure,

patching, fix pack and environment upgrades

Focus on Business needs, not

Infrastructure Create models, reports and dashboards

Connect to data sources – on premise or cloud

Manager own security environment – on premise or

cloud

Mobile access

Significantly Improve Time to Value Move between tiers as needs grow

Power of SoftLayer Cloud Services to drive

differentiated value

• Private secure connection options

• Dedicated hardware**

• Global reach

* - Standard and Enterprise only

** - Enterprise only

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© 2015 IBM Corporation15

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© 2015 IBM Corporation16

INT

RA

NE

T

Traditional BI: Where you are today

Internally available

Cognos BI

Internal Web

Based Solution

Access 100 Sources

• DB2

• SQL Server

• Excel

• Access

..

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© 2015 IBM Corporation17

Cloud BI: Where you could be in the future

VP

NInternet

accessibleCloud

• Business intelligence

• Predictive Analytics

• Financial Planning

• Watson Analytics

Access 100 Sources

• DB2

• SQL Server

• Excel

• Access

..

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© 2015 IBM Corporation18

VP

N

Internally available

Internet

accessible

Best of both BI worlds: Hybrid of On-premise and Cloud

VP

NCloud

• DashDB

• Google Cloud SQL

• Microsoft Azure

• Hadoop…

Access 100 Sources

• DB2

• SQL Server

• Excel

• Access

..

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© 2015 IBM Corporation19

Agenda

What is Cloud and why does it matter?

IBM Cognos BI in the Cloud Landscape

Subscription Levels

Transitioning from On-Prem to Cloud

Security Compliance

Jump Start Services

Page 20: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation20

Our security and optionally yours!

SSL / TLS

VP

N

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© 2015 IBM Corporation21

SoftLayer: Compliance without complication

Redundant systems

24x7 on-site

security

Global footprint

Multi-level access

control

Best-in-class

infrastructure

Physical

Network

System

Application

Data encryption

Scanning

Logging

Operational

Technical

Management

SOC II, Type 2

NIST 800-53

ISO 27001

CSA Star Self-

Assessment

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© 2015 IBM Corporation22

http://www.ibm.com/cloud-computing/us/en/trustsaas.html

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© 2015 IBM Corporation23

Cognos BI Jump Start Service – Value

• A fast start with your first Cognos BI on Cloud (BIoC) implementation

• Focus on a use case with practical business value

• Advice, guidance and assistance with proven practices

• Dedicated IBM Cognos BI subject matter expert

• Increased knowledge and skills

• Demonstrated quick value with reports and dashboards

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© 2015 IBM Corporation24

Cognos BI Jump Start Service – Opportunity

Key topics typically include:

• Identifying initial IBM Cognos BI use case and business needs

• Coaching on IBM Business Analytics Solution Implementation

Methodology (BASIM) for Cognos BI

• Guidance on proven practices for IBM Cognos BI reports,

dashboards, and modeling

• Assistance connecting to an existing supported data source

• Guidance on administration of IBM Cognos BIoC

Support Claims in theirs efforts to develop

and deliver visualized information

50 hours of remotely-delivered expertise,

provided over a maximum 90 day period

Advice, guidance and assistance with your

first use-case for Cognos BI

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© 2015 IBM Corporation25

Summary

What is Cloud and why does it matter?

IBM Cognos BI in the Cloud Landscape

Subscription Levels

Transitioning from On-Prem to Cloud

Security Compliance

Jump Start Services

Page 26: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation26

SPSS Modeler Gold in the Cloud

© 2015 IBM Corporation26

Page 27: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation27

What is Predictive Analytics?

© 2015 IBM Corporation27

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© 2015 IBM Corporation28

What is Predictive Analytics?

Predictive Analytics helps connect

data to effective action by drawing

reliable conclusions about current

conditions and future events

•Gareth Herschel, Research Director, Gartner

Group

Page 29: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation29

The Three Pillars of Predictive Analytics

Acquire

Grow

Retain

Predictive

Customer Analytics

Predictive

Threat & Fraud Analytics

Monitor

Detect

Control

Predictive

Operational Analytics

Manage

Maintain

Maximize

Page 30: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation30

Predictive Customer Analytics

Acquire customers:

Understand who your best customers are

Connect with them in the right ways

Take the best action maximize what you sell to them

Grow customers:

Understand the best mix of things needed by your customers and channels

Maximize the revenue received from your customers and channels

Take the best action every time to interact

Retain customers:

Understand what makes your customers leave and what makes them stay

Keep your best customers happy

Take action to prevent them from leaving

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© 2015 IBM Corporation31

Predictive Operational Analytics

Manage operations:

Maximize the usage of your assets

Make sure inventory and resources are in the right place at the right time

Identify the impact of investment

Maintain infrastructure:

Understand what causes failure in your assets

Maximize uptime of assets

Reduce costs of upkeep

Maximize capital efficiency:

Improve the efficiency and effectiveness of your assets

Reduce operational costs

Drive operational excellence in all phases: procurement, development, availability and distribution

Page 32: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation32

Predictive Threat & Fraud Analytics

Monitor environments:

Identify leaks

Increase compliance

Leverage insights in critical business functions

Detect suspicious activity:

Identify fraudulent patterns

Reduce false positives

Identity collusive and fraudulent merchants and employees

Identify unanticipated transaction patterns

Control outcomes:

Take action in real-time to prevent abuse

Reduce Claims Handling Time

Alert clients of transaction fraud

Page 33: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation33

IBM SPSS Predictive Analytics

Predictive

Operational Analytics

Manage

Maintain

Maximize

Predictive

Threat and Fraud Analytics

Monitor

Detect

Control

Predictive

Customer Analytics

Acquire

Grow

Retain

Optimized Decisions Made Possible By Pervasive, Predictive, Real-time Decisions At the Point of Impact

Collaboration and Deployment Services

Analytic Server Modeler Decision Optimization

Social Media

Analytics

Data

CollectionStatistics

Watson Analytics

Page 34: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation34

IBM SPSS Modeler

• Comprehensive predictive analytics platform

• Improve outcomes through predictive intelligence

• Desktop to integration within operational system deployment

• Providing a range of advanced analytics - text analytics, entity analytics, social network

analysis, decision management and optimization.

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© 2015 IBM Corporation35

Analytical Decision Management

© 2015 IBM Corporation35

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© 2015 IBM Corporation36

Decision management is an innovative business discipline that

combines a variety of techniques to optimize actions and outcomes

• Provide front-line employees and

systems with recommended

actions

• Empower real-time and adaptive

decisions accommodating

changing conditions

• Optimize actions with resource

constraints, aligning execution

with strategy

Optimized decisions

+ +Business

rulesOptimization Predictive

analytics

All data

Page 37: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation37

The Feedback loops Enables an Ongoing Link from the Execution

of Decisions to Strategy

Page 38: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation38

Deployment – C&DS

© 2015 IBM Corporation38

Page 39: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation39

C&DS: Collaborate to manage/deliver more effective analytical results

Share Business environments are more complex More people need to be involved Need to centralize and share analytical assets

Protect Protection from loss of intellectual property Automatically tracking and auditing changes Corporate governance and regulatory requirements

Publish Easy for analysts to publish results Easy for business users to access results

formerly reserved for analysts

Page 40: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation40

Text Analytics

© 2015 IBM Corporation40

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© 2015 IBM Corporation41

Text Analytics Extracts Concepts and Patterns from Text

Page 42: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation42

SPSS Modeler Editions

SPSS Modeler Gold

Provides organizations with the ability to build and deploy predictive models directly into the

business process to help people or systems make the right decisions each time. This is

achieved with Decision Management which combines predictive analytics with rules, scoring

and optimization within an organization's processes and operational systems to deliver

recommended actions at the point of impact. A cloud-based version is available for

organizations that want to accelerate implementation, minimize deployment costs and

maximize IT resources.

SPSS Modeler Premium

Provides a range of advanced algorithms and capabilities including text analytics, entity

analytics, social network analysis and automated modeling and preparation techniques to

address a multitude of business problems and analytic requirements on almost any type of

data.

SPSS Modeler Professional

Provides a range of advanced algorithms, data manipulation and automated modeling and

preparation techniques to build predictive models and uncover hidden patterns in structured

data.

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© 2015 IBM Corporation43

Modeler Gold on Cloud Overview

Accelerate success, mitigate risk,

maximize ROI Faster time to value with a fully hosted

environment in which IBM provides and

manages both the software and the

technical infrastructure

Low adoption costs allowing you to focus

on your core business without worrying

about hardware, software, staffing levels or

ongoing maintenance costs

Flexible access to client software in the

cloud

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© 2015 IBM Corporation44

Modeler Gold on Cloud - Solution Architecture

Database & Web Application.

DB2 and WebSphere

Collaboration & Deployment Services

Analytical Decision

ManagementModelerServer

ClientSoftware

Statistics Server

Optional

Real Time Scoring

Page 45: Business Analytics in the Cloud - IBM · PDF fileBusiness Analytics in the Cloud ... - Sales Performance Management - Narrative Reporting and Disclosure Management ... visual insight

© 2015 IBM Corporation45

IBM SPSS Modeler Gold on Cloud – Server Tiers

Tier 3Tier 2Non-Production

500GB

(Up to 4 cores)

1TB

(Up to 4 cores)

Tier 1

5TB

(Up to 8 cores)

10TB

(Up to 16 cores)

Recommended for:

• Up to 2 users

• 2 Concurrent jobs

• 50 scores /

second

(With real-time

scoring option)

Recommended for:

• Up to 4 users

• 8 Concurrent jobs

• 200 scores /

second

(With real-time

scoring option)

Recommended for:

• Up to 2 users

• 4 Concurrent jobs

• 100 scores /

second

(With real-time

scoring option)

Recommended for:

• Up to 8 users

• 16 Concurrent

jobs

• 400 scores /

second

(With real-time

scoring option)

Storage & Hardware

Hardware scales

to support

increasing data

volumes,

users, and workloads

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© 2015 IBM Corporation46

Functional differences between Modeler Gold on Cloud vs On-Prem

Data uploaded via secure FTP

Database support limited to DB2 (installed in the hosted environment)

Functions NOT supported in the Cloud release

Analytic Server connection

Integration with Cognos BI / TM1

Any database other than the DB2 instance in the hosted environment

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© 2015 IBM Corporation47

Modeler Gold Deployment Options

Managed Cloud Delivery(Bring your own license)

Managed Cloud Delivery:• Customer use their existing

perpetual licenses on IBM-managed cloud servers

• Still pay S&S on those licenses• Pay an uplift (step up) for hosting,

delivery, and management• Considered to be “not real SaaS”• Can be combined with flexible term

“Rental” licensing to minimize capital expenses to mimic a SaaS deployment

• Can be applied to any edition of Modeler client server

On-Premises(Perpetual)

Cloud(Subscription)

Local installation and support:

• Maintain your own

software/hardware infrastructure

• Pays S&S annually

• Owns perpetual licenses

• Can still get support and

upgrades for on-premises for a

pre-set period

• Can be applied to any edition of

Modeler client server

Software as a Service:

• IBM manages all software,

hardware, and infrastructure for

you

• Standard SaaS licenses

• No ‘step-up’ parts

• Customer gets one bill

• Available only for Modeler Gold

on Cloud

Bridge to SaaS is being evaluated by IBM for On-Premises customer looking to move

to a pure Cloud environment

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© 2015 IBM Corporation48

What you need to know about the Cloud

Topic Cloud Model

User ExperienceUsers interact with Modeler Client through a hosted Citrix

environment. Data is uploaded to the server via secure FTP.

Real Time vs Batch ScoringBatch and real time scoring are supported. Actual response times

depend on the size of the files to be scored and the frequency of

scoring or reporting required.

System CustomizationBecause Modeler Gold on Cloud customers do not have direct

access to the file system, their ability to customize the system is

limited without hiring IBM Services.

Maintenance Burden

Customers have access to Deployment Manager and Modeler

Server through the hosted Citrix environment, and can manage

their repository assets. The IBM Services is team is responsible

for installation, maintenance, system backups, and other functions

necessary to maintain the environment.

Speed of DeploymentRather than spending time installing, configuring and testing

environments, the customer can let IBM handle everything and

simply log in to start using the environment

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© 2015 IBM Corporation49

Developing the lead

User scenarios

Typical scenarios On-

Premises

On

Cloud

“We don’t want to manage the infrastructure.”•

“We want to integrate this with our operational systems”•

“We don’t need to integrate this with our operational systems”•

“We need real time decisions”•

“Decisions on some frequency like daily or weekly are ok with us”•

“We cannot send any data off site”•

“We are not allowed to use Cloud Computing environments off site”•

“We don’t want a large up-front investment.”•

“We would rather pay with operating expense instead of capital expense”•

“We want a pay as you go model”•

“We only do a few projects a year.”•

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© 2015 IBM Corporation50

IBM Performance Management on Cloud

© 2015 IBM Corporation50

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© 2015 IBM Corporation

Agenda

• Why Choose Cloud• Performance Management Applications in the Cloud• Sales Performance Management• Narrative and Disclosure Management• Financial and Operational Performance Management (TM1)

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© 2015 IBM Corporation52

Why Choose Cloud?

Why Cloud?

Get up and running quickly

Reduced burden on your IT team

Leverage IBM’s resources & scale

Have timely access to the most

recent software versions from IBM Shared infrastructure across multiple clients with separate restricted client databases

Customers control their upgrade timing

The deployment choice for most new clients

Flexibility, Performance & Convenience

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© 2015 IBM Corporation53

Sales Performance Management

© 2015 IBM Corporation53

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© 2015 IBM Corporation54

• How does my compensation plan work?

• How much can I earn?

• If something is wrong on my commission

statement, how can it get it fixed quickly?

• Manual calculations and adjustments take forever!

• Modifying the compensation structure is difficult.

• Processing territory changes is eating up my day.

• Management is asking for better reporting.

Sales operations and compensation administrators

• Are the compensation plans working?

• Which people I should focus my energy on?

• How should I divide our revenue plan into sales quotas?

Managers and executives

3

2

1 Sales representatives

A set of solutions that address the pain points of various

constituents

• We need better governance and auditability.

• How much future compensation payout should I accrue for?

• Am I complying with employment law and other legislation?

• Are our sales employees being compensated fairly?

Finance and HR4

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© 2015 IBM Corporation55

SPM solutions from IBM work together and interact with other

enterprise systems

Incentive compensation management

Territory management

Quota management

IBM Cognos®

Sales PerformanceManagement

Automate the

process of

administering,

calculating, reporting

and analyzing

variable-based pay

Align sales territories with

corporate objectives and

streamline sales crediting

Improve sales

quota planning

and dissemination

to stakeholders

CRMERP HRIS BI Other

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© 2015 IBM Corporation56

IBM Cognos Sales Performance Management on Cloud

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© 2015 IBM Corporation57

IBM Cognos Incentive Compensation Management on Cloud

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© 2015 IBM Corporation58

Native Reporting and Disclosure Management

On Cloud

© 2015 IBM Corporation58

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© 2015 IBM Corporation59

Narrative reporting and disclosure management solution overview

Financial close management

• Close, consolidate and report

Narrative reporting• Management reports

• Internal reports

Regulatory reporting• Worldwide tagging• External and regulatory reports

A factory to create recurring, multiauthor reports and presentations across organizations

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Corporate reporting requirements

How is your organization managing its reporting processes today?Organizations often have the following reporting requirements

Management

reports

Examples

• Briefing book

• Financial statement

reporting

• Key performance

indicator (KPI)

reporting

• Board books

• Variance reporting

• Occupational health

and safety incident

reporting

Examples

• Industry: airline form

41, bank regulations

• Public sector:

comprehensive

annual financial

report, budget books

• Tax and statutory

reporting

External and

regulatory

reports

Examples

• Treasury

management

• Cash management

• Account

reconciliation

• Budget books

• Manuals

Internal

reports

Examples

• Internal

management

reporting

• Disclosure

management

reporting

Close,

consolidate

and report

Examples

• U.S. Securities and

Exchange

Commission

• Solvency II

• International

Financial Reporting

Standards

• Common reporting

(COREP) and

financial reporting

(FINREP)

Worldwide

tagging

Recurring, multiauthor reports create the same problems

• Time is spent on low-value work (data, text and commentary editing and validation)

• Limited time for specialists to make insightful decisions based on analytics

• Slow, manual, recurring process

• Numbers or facts within final reports can be out of date before the report even published

• No compliance or control during “close to disclose” period

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Narrative and Disclosure Management

• Enterprise disclosure management—Combine financial data from a

variety of sources with in-depth narrative analysis for internal and external

reporting across any department.

• Financial management process automation—Replace time-consuming

manual processes with intelligent process design and automation.

• Security, control and governance—Manage documents in a collaborative

yet secure environment with visibility into the report generation process.

• Multi-jurisdictional XBRL support—Enable multi-national organizations to

use a single reporting/tagging solution.

• Cloud-based deployment—Provide all the functionality of the on-premise

solution plus the capability for mobile access and collaboration through the

IBM Concert interface.

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The best performance insights are cross-functional, because

they add context to what was transpiring at the same time

Too many users are still searching for

meaning and understanding in charts

and cross-tabs The story (report, presentation,

document) can virtually write itself (with a

little help from IBM)

3

2

Experts collaborate,

simultaneously1

• Daily, weekly, monthly and quarterly

board books and presentations

• C-suite and board packages

• Performance reporting

Save potentially hundreds of

hours per year

Reduce errors

Accelerate understanding

3

1

2

4

Rapidly assemble management and performance reports

to drive understanding

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IBM Cognos TM1 on Cloud

© 2015 IBM Corporation64

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Cognos TM1 on Cloud Highlights

• IBM Concert for Planning is Cloud first, Mobile enabled providing Process Lists, Collaboration and Social.

• Same full breadth of capabilities as the Cognos TM1 on-premise product.

• IBM Cloud Operations team deploys, maintains and updates the environments.

o Includes data backups, disaster recovery and monitoring

o Cloud Ops is centralized in Business Analytics with expertise in TM1

• Hosted in SoftLayer, an IBM Company providing 13 data centers globally.

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How is Cognos TM1 on Cloud Provisioned?

Cognos TM1

Cloud Ops

Customer

TM1 Servers

Development

& Production

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Using Cognos TM1 on CloudModeling & Administration

Modeler

Administrator

Performance Modeler

TM1 Architect

MS Excel 2010 32-bit

TM1 Perspectives

Server Explorer

Cognos Insight in Connected

Mode

Remote

Desktop

Log files

Transfer files

Access and transfer files

used to move between

Development and

Production

Requires the

Modeler

Subscription

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Import Files

Using Cognos TM1 on CloudData Integration & Movement

Modeler

Administrator

FTP Client

FTP Folder

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Using Cognos TM1 on CloudAuthentication

End Users

SAML

TM1 Native Security

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Using Cognos TM1 on CloudEnd Users

End Users

Access all applications via web at

*. cognostm1.ibmcloud.com

TM1 Web

TM1 Application Web

Cognos Insight - Distributed

CAFÉ

TM1 Mobile Contributor

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How is Cognos TM1 on Cloud Supported?

Cognos TM1

Cloud Ops

Customers will be enabled in Support similar to “on-premise” today.

Issues are raised with Support and will be escalated to the Cloud Ops team if

issues is related to Cloud environment.

Issues with product are escalated to the product team.

This will provide a unified experience for customers as they deploy IBM SaaS

and on-premise software.

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What is the update process?

Scheduled maintenance windows to apply critical

patches and do password maintenance will be arranged

For more significant updates (TM1 refresh packs or

version updates), CloudOps will advertise migration

windows and help you migrate and test content

CloudOps will deploy the updates to a new

environment and allow you to test it with your data

(dev and prod)

You will be allowed to stick on specific versions for

longer windows as required. (eg. skip upgrades)

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What Is Created In The Cloud Environment?

Customer 1

Customer 2

Customer 3

Customer 4

Customer 5

Customer 1

Customer 1

Customer 1

Customer 1

Customer 1

Base

Offering

Premium

Offering

Isolated environment

Includes up to 512 GB RAMSeparate, secured virtual machine

Includes up to 32GB RAM

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Hosting Environment

Data Centers in US, Amsterdam and Singapore

13 data centers an 16 additional network PoPs connected by private network

2,000G network connectivity

Automated dedicated server deployment

Robust management toolset, including web portal,

mobile applications and full API

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Legal Disclaimer

• © IBM Corporation 2015. All Rights Reserved.

• The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained

in this publication, 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 publication or any other materials. Nothing

contained in this publication 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 this presentation 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 this presentation 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. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by

you will result in any specific sales, revenue growth or other results.

• If the text contains performance statistics or references to benchmarks, insert the following language; otherwise delete:

Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will

experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage

configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.

• If the text includes any customer examples, please confirm we have prior written approval from such customer and insert the following language; otherwise delete:

All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs

and performance characteristics may vary by customer.

• Please review text for proper trademark attribution of IBM products. At first use, each product name must be the full name and include appropriate trademark symbols (e.g., IBM

Lotus® Sametime® Unyte™). Subsequent references can drop “IBM” but should include the proper branding (e.g., Lotus Sametime Gateway, or WebSphere Application Server).

Please refer to http://www.ibm.com/legal/copytrade.shtml for guidance on which trademarks require the ® or ™ symbol. Do not use abbreviations for IBM product names in your

presentation. All product names must be used as adjectives rather than nouns. Please list all of the trademarks that you use in your presentation as follows; delete any not included in

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