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

Agenda UTSA and CognosDepartmental and Central User ReportsProject PlanDemonstration Management Reporting StaffQuestions

IBM Cognos 8 BIFactors for Choosing IBM Cognos 8 BILimited ResourcesLimited Reports provided by DefineTime-consuming and cumbersome presentation of informationIBM 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 ReportsCentral User - AFR / MFR Report Schedules CompletedEstimated Delivery of improved AFR Schedules November 08

NameTypeReferenceTuition and Fee RevenueScheduleC1E&G FundsScheduleB1Designated FundsScheduleB2Auxiliary FundsScheduleB3TransfersScheduleB13Exp by Object and Fund GroupScheduleC2Restricted FundsScheduleB4SRECNA With VariancesExhibitExhibit BExpenditure TransparencyReportReportS3 Schedules that support B3ScheduleS3

Monthly Income StatementMFRNovember 2008

Departmental and Central User ReportsStandard Reporting Package Dev and Power User Access Departmental UsersCentral UsersProjected Delivery Date February 2009Projected Delivery Date March 2009

NameBudget Status Monthly Financial Report by Unit HierarchyOrganizational Overview by FundExpenditure Detail and Summary Report12 Month Expenditure ReportRevenue Detail ReportOriginal Budget Report

NameAuxiliary RevenueMonthly Financial Report by FundAthleticsRevenue AnalysisUniversity CenterStatutory TuitionParking and Business Auxiliary ServicesDesignated Tuition FeesChild Dev CenterE&G FeesHousing Designated FeesInstitute of Texan Cultures

IBM Cognos 8 BIWhat is Cognos?

Cognos is Business Intelligence software that enables users to extract data, analyze it, and then assemble reports.

BI Business IntelligenceBusiness Intelligence (BI)BI refers to technologies, applications and practices for the collection, integration, analysis, and presentation of business information .Purpose of BITo support better, improved and more efficient Decision MakingBI Systems ProvideBI systems provide historical, current, and predictive views of business operations., BI Systems InformationUses data that has been gathered into a data warehouse or data mart. BI Software ElementsSoftware elements support the use of this information by assisting in the extraction, analysis, and reporting of information.

IBM Cognos 8 BI Implementation ProjectUTSA Financial AffairsCognos Business Intelligence Reporting ProjectReportingAnalysisDashboardsScorecardingWebOfficeSearchMobile

IBM Cognos 8 BI Implementation Project & MissionUTSA Financial AffairsCognos Business Intelligence Reporting Project

Mission StatementThe 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 ObjectivesIncrease Automation of Financial Business ProcessesStreamline inefficient business processesImprove reporting format and analysisImprove Worker productivityReduce manual workload through the use of technologyProvide comprehensive training on software andMaintain Data IntegrityEnsure data conversion is successful and accurateMaintain Positioning for Future InitiativesProvide information access to allow UTSA to implement a financial assessment processDevelop performance measurements to support quality initiatives

IBM Cognos BI Project PhasesPhase 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 DemonstrationReport using Cognos 8 BI Analysis Studio Dimensional DataDimensional DataData CubeDimensionally Modeled Relational Data (DMR)Sample Data Budget Balance Available by unit For end of FY 0708Points of EmphasisEase of useDrillable capabilityCharting options

IBM 8 Cognos BI Report DistributionReportsScheduled ReportsReports will be scheduled and run on a periodic basisReports can be retrieved by user or received via emailScheduled Email Distribution Reports will be scheduled and emailed to recipients as an attachmentIBM 8 Cognos BI Report Distribution

IBM 8 Cognos BI User AccessWeb ApplicationNo software loaded onto user machinesWeb address provided via Management Reporting website or emailIBM 8 Cognos BI Report User AccessUser Login setupRequest for Cognos access available via MR website or emailUsers will be setup within Cognos with using existing UTSA Login ID & Password

Management Reporting StaffJohn Saldua, Sr. DirectorExtension 4208Denise Brown, Sr. Business Analyst/Data ModelerExtension 4306Elizabeth Bay, Financial Business AnalystExtension 4307Fred Brito, Management Reporting Specialist Extension 5201

Conclusion: IBM Cognos 8 BI Enables Better, Faster DecisionsBroad Range of UsersSimplified role based interfaces Targeted content and capabilities Flexible and scalable platform Better DecisionsBased on accurate, complete information Aligned with strategic goals and initiativesBased on proven practicesFaster Information when users need it How they need it Where they need it

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

*****************