An Overview of IBM Cognos 8 BI John Saldua Sr. Director, Management Reporting and Administrative Systems.
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Transcript An Overview of IBM Cognos 8 BI John Saldua Sr. Director, Management Reporting and Administrative Systems.
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
MFR
November 2008
Monthly Income Statement
Estimated Delivery of improved AFR Schedules November 08
Departmental and Central User Reports
Standard Reporting Package Dev and Power User Access
Departmental Users
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
Projected Delivery Date February 2009
Central Users
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
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
Web
Reporting
Office
Analysis
Mobile
Search
Dashboards
Scorecarding
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
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 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
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