An Overview of IBM Cognos 8 BI

1. An Overview of IBM Cognos 8 BI John Saldua Sr. Director, Management Reporting and Administrative Systems

2. UTSA and Cognos Departmental and Central User Reports Project Plan Demonstration Management Reporting Staff Questions Agenda

3. 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.

4. UTSA IBM Cognos 8 BI AFR Reports Central User - AFR / MFR Report Schedules Completed • Estimated Delivery of improved AFR Schedules November 08

5. Departmental and Central User Reports Standard Reporting Package Dev and Power User Access • Departmental Users • Projected Delivery Date February 2009 • Central Users • Projected Delivery DateMarch 2009

6. IBM Cognos 8 BI What is Cognos? Cognos is Business Intelligence software that enables users to extract data, analyze it, and then assemble reports.

7. 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.

8. IBM Cognos 8 BI Implementation Project UTSA Financial Affairs Cognos Business Intelligence Reporting Project Web Office Mobile Search Reporting Analysis Dashboards Scorecarding

9. 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.

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. Questions of IBM Cognos 8 BI Questions about IBM Cognos 8 BI and UTSA Financial Affairs Implementation of IBM Cognos 8 BI