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COGNOS Reporting

COGNOS Reporting. Alen Burr. Maximo/ Cognos Reporting – Alen Burr. Shell ( 27 Years) Aberdeen (General Accountant) Lowestoft ( Financial Accountant ) Aberdeen Business Unit (Senior Accountant) Brent Redevelopment Project Cost & Planning Manager (Brent) SAP Implementation

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COGNOS Reporting

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  1. COGNOS Reporting Alen Burr

  2. Maximo/Cognos Reporting – Alen Burr • Shell ( 27 Years) • Aberdeen (General Accountant) • Lowestoft (Financial Accountant) • Aberdeen • Business Unit (Senior Accountant) • Brent Redevelopment Project • Cost & Planning Manager (Brent) • SAP Implementation • Petroleum Development Oman (10 Years) • SAP & BI Development • Premier Oil (< 2 Years) • Maximo & Cognos Development

  3. Key Premier Oil Assets • Balmoral (EOFL 2019) • Premier (78%) • Talisman (15%) • Idemitsu( 7%) • Solan (1st Oil Q4/2014) • Premier Oil (60%) • Chrysaor (40%) • Catcher (1st Oil Q2/2017) • Premier Oil (50%) • Cairn Energy(30%) • MOL(20%)

  4. Balmoral Operations

  5. Solan Project

  6. Catcher Development

  7. Financial Reporting Packages Overview Joint Venture Accounts (Yearly) Joint Venture Billings (Monthly) Forecast to Budget Comparison (Monthly) Business Unit Report (Monthly) Financial Accounts Commitment Control (Transactions On-Line) MAXIMO (Finance) UNIFIER (Projects)

  8. What Maximo does for Premier

  9. Maximo – Key Processes

  10. Maximo/Cognos Journey – Premier History • Background (Maximo implementation / development) • Lack of confidence in Maximo related processes • Incomplete data in Maximo e.g. Paid outside • Good Quality / Fit for Purpose Reports now created • Explanation of Report contents / purpose (What) • Demos (How) • Reports • Drill Through • PDF and Excel • Way Forward (Future) • Maximo +

  11. Maximo Reporting – Asset Breakdown

  12. Maximo Reports – Platform Integrity Dashboard • Summary of all Work Order Types & Target Start Dates • RAFs & DAFS opened and closed in last 6 months • Backlog summary of Planned, Assure & Corrective WOs

  13. Maximo Reports – Estimated Look Ahead • Planned Maintenance Schedule – next 3 years • Identify busy periods of PM – enable efficient planning of workforce • Can be filtered to focus on individual CRAFT types

  14. Maximo Reports – RAFs and DAFs Report • Summary of all RAFs & DAFs in Maximo • Focus on RAF and DAF creation and close dates / volume by SCE number • 6 Month Plan showing how many RAFs and DAFs have upcoming target start date

  15. Maximo Reports – Work Order Completion Compliance • Highlights WOs that have past priority completion due date • Report driven by priority & each priority's allocated timescale • 12 month trend of WOs missing their priority target date

  16. Cognos Reporting – Key P-2-P Reports • Catalogue of Reports available to support business in the following areas: • Contracts • Commitments • Suppliers • Purchase orders • Invoices • Budgets • Other • Catalogue available for review

  17. Maximo Transactions – Contract & Commitments

  18. Maximo Data – Getting the basics right

  19. Maximo Reporting – Demos • Contract Status (All live Contracts) • Contract Purchasing (Detail per Contract) • Commitments (ITD or YTD) • Summary • Drill through to POs and Invoices • Supplier Summary & Detail • PO Receipt Monitoring Dashboard • Invoice Payment Dashboard (pay on time focus) • Site (incl. drill through) • Vendor (incl. Jump to POs and Invoices) • Invoice Monitoring

  20. Maximo Reports – Contract Status • Summary line per active contract

  21. Maximo Reports – Contract Purchasing • Detailed breakdown per Contract

  22. Maximo Reports – Commitments Summary • Summary and Grouping by Budget Code Year to Date YTD)

  23. Maximo Reports – Commitments Detail • Breakdown by Purchase Order & Invoice

  24. Maximo Reports – Commitments Summary • Summary and Grouping by Project Inception to Date (ITD)

  25. Maximo Reports – Commitments Detail • Breakdown by Purchase Order & Invoice

  26. Maximo Reports – Supplier Summary • Summary Line per Vendor

  27. Maximo Reports – Supplier Detail • PO and Invoice Detail by Vendor (All and by PO)

  28. Maximo Reports – PO Receipt Monitoring Dashboard • Measures progress of receiving goods/services v. PO

  29. Maximo Reports – Recently Raised POs • View of budget coding for each PO Line

  30. Maximo Reports – Invoice Payment Dashboard • Measures progress of invoicing by Site & Vendor

  31. Maximo Reports – Invoice Payment Dashboard • Measures progress of invoicing by Site & Vendor (Good)

  32. Maximo Reports – Invoice Payment Dashboard • Measures progress of invoicing by Site & Vendor (OK?)

  33. Maximo Reports – Invoice Monitoring • Trail of where invoices are – identify problem items, bottlenecks etc.

  34. Maximo/Cognos Reporting – Key Challenges • Key personnel brought in late e.g Finance & IS (Catch-up) • Weak processes in key areas (Maximo Optimisation Project) • Maximo/SUN/Unifier (remains challenging) • Payment data • Manual Corrections • Different Processes / Timing Differences • Maximo / COGNOS (Success) • Frameworks (Understanding Data) • Process re-engineering e.g. Commitments in MAX • Reports (see the wood for the trees) • Summary Tables (Performance)

  35. Maximo Reporting – Process / Stakeholders • Users • Finance • Operations • Contracts & Procurement

  36. Maximo Reporting – The Way Forward • Expand usage of currently published Reports • Improvements to Current Reports • Create additional (new) reports • Data Quality Improvements • Maintenance Dates • Materials (incl. Inventory) • Further SUN payment data import • Process Improvements • Accounts Payable • Contract & Material Management • Budget Management

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