An Overview of IBM Cognos 8 BI

John SalduaSr. 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

Monthly Income Statement MFR November 2008

Estimated Delivery of improved AFR Schedules November 08 Estimated Delivery of improved AFR Schedules November 08

Departmental and Central User Reports

Standard Reporting Package Dev and Power User Access

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

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

Departmental Users

Central Users

Projected Delivery Date February 2009Projected Delivery Date February 2009

Projected Delivery DateProjected Delivery Date March 2009March 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 AffairsUTSA Financial Affairs

Cognos Business Intelligence Reporting ProjectCognos Business Intelligence Reporting Project

ReportingReporting AnalysisAnalysis DashboardsDashboards ScorecardingScorecarding

WebWeb OfficeOffice SearchSearchMobileMobile

IBM Cognos 8 BI Implementation Project & Mission

UTSA Financial AffairsUTSA Financial Affairs

Cognos Business Intelligence Reporting ProjectCognos 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

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 Report Distribution

IBM 8 Cognos BI User Access

Web Application No software loaded onto user machines

Web address provided via Management Reporting website or email

IBM 8 Cognos BI Report User Access

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. DirectorJohn 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