IBM Planning Analytics Direction

Name, Title, BI & Data DiscoveryBusiness Analytics, IBM Hybrid Cloud

Date, 2018

What people think we do. What we really do!

What my friends think we do

What my boss thinks we do

What my mom thinks we do What society thinks we do

What I think we do What we actually do

What is Planning Analytics? And how it can help you?

Recent innovation in Planning Analytics. Planning Analytics Workspace, Planning Analytics for Excel and others

Areas of investment for Planning Analytics and future enhancements

Agenda

Provide rapid self service, end user adoption to start fast and grow, with an accurate and automated solution that saves time and money

Speed(drive efficiency)

Make analytics easy for everyone to determine drivers, model scenarios, infer trends and anticipate the future

Foresight(know the future)

A business owned, flexible solution that bridge operations and finance, allowing you to adapt quickly to ever changing business conditions

Agility(steer businessperformance)

IBM Planning Analytics is a fast, easy, flexible and complete cloud & on-premises planning solutionwith built-in analytics capabilities

IBMCloud/©2018IBMCorporation

Planning Reinvented

Analytics LifecycleCreate a process of transforming data into insight to drive actions

Gain deeper insights to see all contributing patterns

Report, monitor and analyze your data with confidence

Create accurate plans, budgets & forecasts

Develop, deploy and manage models

Optimizebusiness decisions

5

IBM Cognos Analytics

IBM Decision OptimizationCPlex

IBM Planning Analytics

IBM Watson AnalyticsIBM Watson Explorer

IBM SPSS ModelerWatson Studio (formerly DSX Cloud)

Data Science Experience Local

Planning

Descriptive

DiagnosticPredictive

Prescriptive

Self Service for business users to create personalized content to understand and action their data

Ease of use to allow users to efficiently achieve their goals in Excel or Planning Analytics Workspace

Enterprise Readiness for performance, security and scalability

Factors Shaping the Future

How Planning Helps You!

Faster reforecast

Respond quickly to market changes

Forecast with accuracy

1.5xOrganizations that have moved to continuous planning are 1.5 times more likely to be able to reforecast within 1 week

Organizations that have moved to continuous planning are 4 times as likely to be able to respond quickly to market change

Organizations that have moved to continuous planning are almost twice as likely to be able to forecast earnings between +/-0.5%

4x 1.7x

Speed Agility Foresight

Source: The Future of Planning, Budgeting & Forecasting – FSN – 2016

Planning Analytics Customers

Analyst Perspectives:Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions (24 July 2018)

• “IBM has moved to the Leaders quadrant in this market due to its level of customer expansion in the cloud as well as its geographic, sales and product strategy.“

• Closed the execution gap with key competitors - Adaptive Insights, Anaplan, Host Analytics, Oracle

• Analysts identify that customers select IBM Planning Analytics for complex real world solutions:

“Reference customers for IBM reported that their top-three product selection criteria, in order, were modeling capabilities, solution flexibility and price.”

Great year over year improvement for IBM Planning Analytics:

Analyst Perspectives:BARC Planning Survey 18 (May 2018)

World‘s largest survey of planning software users:• IBM Planning Analytics was “Top-ranked” in

25 key performance indicators (KPIs) and named a “Leader” in 13 more.

• High marks in many of the categories that matter most to finance users and other business professionals — like ease of use, planning functionality and business value, as well as user experience, scenario analysis and many others.

• BARC describes Planning Analytics as “a flexible, feature-rich planning and OLAP analysis product, based on a high performance and scalable in-memory technology.”

Flexible DeploymentSingle Solution that may be deployed on IBM Cloud or Local

IBM Cloud

Local

500+ Cloud subscribers in just over 3 yearsNearly 60,000 users

7000 Local customers

Your choice of deployment. Continuous innovation for All.

What is Planning Analytics? And how it can help you?

Recent innovation in Planning Analytics. Planning Analytics Workspace, Planning Analytics for Excel and others

Areas of investment for Planning Analytics and future enhancements

Coming up

Planning Analytics for Excel (PAx)

Planning Analytics Workspace (PAW)TM1Web TM1 Applications

Server Explorer\PM OpsConsole

Perspectives \ CAFE

• Self-Service Authoring

• Visually Engaging• Interactive

Dashboards• Synchronized

Navigation• All Roles of User

• Financial Reporting• Slice, Dice, Pivot• Data from All

Sources• Superb WAN

Performance• Publish to Web

UX Transformation

Planning Analytics WorkspaceGrid Performance Improvements

• Significant performance boost for loading time for Exploration Views, Design movement across canvas, and refresh following data entry

• Deferred data entry recalculation. View property to accept leaf level data entry, write it to the server, but 'defer' recalculation.

Highlights

Planning Analytics WorkspaceColumn Based Charting

• Any dimension that is placed on the columns will be used as a basis for the charting. Regardless if this dimension is a “measure” dimension or not. Behavior intuitive to Excel and other planning tools users

• Notice, regardless of the dimension type, the first or two or three (etc) elements from the dimension on columns being charted out

Highlights

• Form-based design of the books

• Individual, resizable cell that is a foundation for KPI presentation and Form Building (picklists, dates, strings, values)

• Data Entry Option merged with read-only options

• Conditional Formatting

Planning Analytics WorkspaceInteractive Cell widget

Highlights

• Quick selection of members on left side with with replace and close

• Default selection on left side is All Roots. Option to select All Members and All Leaves

• Improvements to member filters

Planning Analytics WorkspaceSet Editor

Highlights

Highlights

• Chore Editor

• Rules Tracing

• Import Dimensions &

Attributes

• Import Cube Data from File

• ODBC Data Sources

• Time Dimension Wizard

• Auto Completion

Planning Analytics WorkspaceModeling

• Drill to another view or relational source

• Option to drop back into Excel in any supported format

• Export Relational drill to CSV

HighlightsPlanning Analytics for ExcelDrill Through

+ New server side API to boost performance (PAx 34 w/PA 2.0.4+)

HighlightsPlanning Analytics for ExcelInsert 2nd dynamic reports

HighlightsPlanning Analytics for ExcelAnimated Information on Options Dialog

Highlights

Planning Analytics on IBM Cloud• Assign role during user allocation• Set the subscription during the invite

process

Planning Analytics Local• Activate or deactivate a user in

Planning Analytics Workspace Local• Delete a user from Planning

Analytics Workspace Local

Planning Analytics WorkspaceUser Administration

HighlightsPlanning Analytics WorkspaceModel and System Administration