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 Tuition and Fee Revenue E&G Funds Designated Funds Auxiliary Funds Transfers Exp by Object and Fund Group Restricted Funds SRECNA With Variances Expenditure Transparency S3 Schedules that support B3 Type Schedule Schedule Schedule Schedule Schedule Schedule Schedule Exhibit Report Schedule Reference C1 B1 B2 B3 B13 C2 B4 Exhibit B Report 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
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
Monthly Financial Report by Fund Revenue Analysis
Statutory Tuition Designated Tuition Fees E&G Fees Designated Fees

Auxiliary Revenue
Athletics University Center Parking and Business Auxiliary Services Child Dev Center Housing 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

Office

Mobile

Search

Reporting

Analysis

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 ondemand 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