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Charles Hicks, SugarCRM The volume and types of data you can now easily capture around your customers are increasing at an explosive place. Social media, web activity, and other data points can provide valuable customer insights. But, you need powerful business intelligence tools to analyze the huge amount of information you can glean from your interactions and customer activity. This session will illustrate how SugarCRM’s integration with the IBM Cognos Business Intelligence platform can yield smarter CRM and guide more informed business decisions.
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Leveraging IBM Cognos BI with Sugar
Charles Hicks Solution Architect
Integrations to date… Product Function Release Date Integration CastIron Data Management 2011-04-01 Connector Cognos BI Business Analytics TBD Toolkit Connections Enterprise
Collaboration 2012-06-07 SugarCRM
Module DB2 (LUW only) Relational Database 2012-02-29 DB Driver Lotus Notes Email and Calendaring 2011-06-01 Notes Plugin
PureSystems Converged Infrastructure
TBD Pattern
*SmartCloud Enterprise
IaaS Cloud Provider 2011-11-01 Public Image
SmartCloud for Social Business
Enterprise Collaboration (SaaS)
2011-04-01 Connector
Unica Enterprise Marketing TBD Toolkit
That which is measured, improves.
36%
Growth in Revenues
15%
Increase in ROIC
2x
Growth in EBITDA According to a recent study done by the IBM Institute for Business Value.
Organizations that make extensive use of analytics
57% Increase in Competitive
Advantage According to a recent study done by IBM Institute for Business Value and MIT Sloan Management Review.
IBM Business Analytics Portfolio Call center Executive
.Marketing Routing Manager Operations planning Customer experience
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 Browser Tablet Email
Dashboards Scorecards Reports Queries Analysis Real-time Predictive modeling
Planning/ budgeting
IBM Business Analytics capabilities
Unstructured data
IBM Business Analytics platform
Big data
3rd Party Application
In-solution now
Add Report as Dashlet
Add Report as Dashlet
Cognos Module Menu
Browse Cognos
View Cognos Report
Create Reports
Edit Reports
Active Reports
Dashboards
Features
• Sugar Model for Cognos • Author, Embed, Report in Sugar • Enforcement of Sugar Permissions • Single Sign-On • Example Reports
Components
• Installable Sugar Module • Framework Model XML • Example Reports • Authentication Plugin
Installation takes about 2 hours
Architecture Sugar Database
Enterprise BI (Cognos)
Sugar UI
Sugar DB Sugar DW
(future)
Dashboards
• Query framework model • Row-‐level security • Drill-‐down and drill-‐
through examples • Sample analysis and
reports
• Loosely coupled (urls) • Deeply coupled (dashlets)
Authentication
Sugar Cognos
Sugar User & Application Data
PHP Session ID Session Validation
Login Page
Credential Validation
Java Authentication Provider
Password Hash Webservice
Demonstration!
