An Overview of IBM Cognos 8 BI John Saldua Sr. 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 NameTypeReference Tuition and Fee RevenueScheduleC1 E&G FundsScheduleB1 Designated FundsScheduleB2 Auxiliary FundsScheduleB3 TransfersScheduleB13 Exp by Object and Fund GroupScheduleC2 Restricted FundsScheduleB4 SRECNA With VariancesExhibitExhibit B Expenditure TransparencyReport S3 Schedules that support B3ScheduleS3 Monthly Income StatementMFRNovember 2008  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 NameAuxiliary Revenue Monthly Financial Report by Fund Athletics Revenue Analysis University Center Statutory TuitionParking and Business Auxiliary Services Designated Tuition FeesChild Dev Center E&G FeesHousing Designated FeesInstitute of Texan Cultures  Departmental Users  Central Users  Projected Delivery Date February 2009  Projected Delivery DateMarch 2009  Projected Delivery Date March 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 Affairs Cognos Business Intelligence Reporting Project ReportingAnalysisDashboardsScorecarding WebOfficeSearchMobile

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.

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  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 Scheduled Distribution Reports will be scheduled and ed 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 IBM 8 Cognos BI Report User Access  User Login setup  Request for Cognos access available via MR website or  Users will be setup within Cognos with using existing UTSA Login ID & Password

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

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