New Innovations for Planning, Analysis, Forecasting with IBM Cognos 10 IBM COGNOS TM1 V10 New Innovations for Planning, Analysis, Forecasting with IBM Cognos 10 1 1 1

Cognos TM1 10 Improved, flexible solution design environment The 2011 BI Survey 10 ranked IBM Cognos TM1 … Goal achievement Self-service Suitability Goal achievement Self-service The Planning Peer Group BARC BI Survey 10 The Database Peer Group BARC BI Survey 10 Cognos TM1 10 PART OF COGNOS ENTERPRISE And today, it’s a revolution for enterprise planning, analysis, and forecasting…with TM1 10, part of Cognos Enterprise. * Recently, the BARC BI Survey -- the most comprehensive of its kind -- conducted it’s annual comparison of 26 products and this end user survey -ranked TM1 first in goal achievement and self-service in BOTH the “Planning peer group” and the “Database Peer Group”. -In addition, Cognos TM1 outranked all others in Suitability… a measure of how well a product lives up to the promise. And today -- the best is getting better…namely, TM1 10 delivers advances in analytics, modeling, workflow, and new levels of responsiveness. SEGUE: Let’s take a look at how all the advances – in Cognos Insight, in Cognos TM1 as a part of Cognos Enterprise -- can work to address the business challenges that lie ahead. nd scaling analytic content from individuals to workgroups and enterprise-wide processes * Cognos Enterprise is a set of IBM Cognos offers that meets the needs of business, finance and IT with powerful and scalable… Business Intelligence AND Performance Management solutions (such as planning, consolidation, reporting) That support all business decisions At the enterprise level. Improved, flexible solution design environment Easily spans analytics and planning requirements Unrivaled performance at high user and data scale 2

Enterprise Planning and Analysis Cognos Enterprise Performance Management: A Revolution with TM1 10 Performance Reporting and Scorecarding New: Prototyping Analytics Customer Service Product Development Human Resources Marketing Sales Operations Finance IT Enterprise Planning and Analysis Expense Planning & Control Workforce Planning Capital Planning Strategic Finance Profitability Modeling The revolution is TM1 10 as an integrated solution on a highly-scalable platform. Changing planning across workgroups, departments and the enterprise --Before we discuss the new capabilities, let's look at the capabilities TM1 has always offered. We're talking about the purple box. With IBM Cognos TM1, customers have been structuring and automating their processes of enterprise-level planning/analysis/modeling – AND – linking those plans and analytics. So dimensions of revenue management are tied to workforce planning, for example. Change a value in one and you see the immediate impact in another plan model. -- Now, today, we're enhancing the planning with breakthrough analytics and other capabilities. So that departments, workgroups – the groups you see in the white box – with Cognos Insight -- can perform department-specific performance analyses. They can run scenarios – and report these to their teams or explain via a dashboard. Even prototype their models -- that can then be added and linked to the portfolio of enterprise plans. -- So with TM1 10 today, there’s the intersection and flow of the unique, department-specific plans with the standard plans that many of you use. And the opportunity to reduce shadow planning and analytics systems. Business user solution design and deployment is also part of the new TM1 10: Users work with powerful, “expressive” business modeling to deeply link finance and operations The ability to build planning and analytics solutions comes with guided processes: for business logic, workflow and data models. You set the planning processes to your organization’s needs – central or hierarchy with approval – to drive high participation High Performance Single Platform: Supported by an engine with predictable performance that’s scalable to growth for users and data. Manages the planning, analytics, modeling and reporting activities, reducing the low-value activities Provides the single version of the truth Blueprints: - Access to predefined models spanning all the needs of the organization -- for planning, budgeting, forecasting, profitability analysis...capital expense mgmt, workforce mgmt, etc. New Solution Design & Deployment High Performance Platform 3 3

Flexible Solution Design Environment 4 Simplifies design for performance management solutions Empowers MORE planning application development, more prototyping Easily wires Cognos Insight “personal analysis” into enterprise solutions Spans Let me introduce you to Performance Modeler, the new design environment within TM1 10.1: It puts the punch in modeling, simplifying and speeding the design of models or plans. -- provides a guided process that includes import, design and enterprise-scale deployment -- its ease of modeling translates to more business analysts with the ability to model – and enables faster design. -- as part of this very agile environment, mini models developed in Cognos Insight, the personal desktop which you heard about earlier, can be quickly enriched and rolled out as applications in planning, forecasting, analysis. More about Cognos Insight for planning in a few minutes. Address Broad Range of Performance Management Challenges 4 4 4 4

Widespread use of drag and drop and visual composition Fast, Easy Modeling 5 Guided modeling steps define dimensions build cubes define rules easy linking paradigm Widespread use of drag and drop and visual composition Easy transfer of applications from development to test to production environments In Performance Modeler, modeling is made easy and fluid with:   -- Guided modeling that includes: 1. Defining Dimensions -- such as units or pricing for a profitability model 2. Building Cubes with Graphical gestures 3. Defining rules -- Creating or modifying a calculation, aided with pre- configured calculation expressions 4. Linking Data – an easy way to specify data references and movements – and importing data from multiple sources, mapping it to the model -- Drag and Drop is widespread -- A 3-pane application provides: for content, work area, properties and editors -- The new environment also facilities easy transfer of applications across environments from Development > Test > Prod Empowering more users to model, reduced time to value 5 5 5 5

Simple Application Deployment 6 Support for multiple application types, clients and connections Workflow/Non-Workflow Approval Hierarchy/Continuous Client support Web, Contributor, Cognos Insight Connection modes Centralized or Distributed Application Deployment Development or Production Cognos Connection or 3rd Party Portal The Performance Modeler component of TM1 also provides a process to deploy managed planning, analysis and reporting for the enterprise. -- This helps to increase user participation across the enterprise and departments -- encouraging the breadth of analysis and planning across operations and finance -- as well as increasing user commitment to achievable goals.   Guided application deployment walk the planner/analyst enable the analyst through choices for: -- workflow – either with a hierarchy that requires approval for plans – or one that allows for continuous planning process such as rolling forecasting -- client support – the client be either a web client, a contributor, or the Cognos Insight client – and user rights -- And there are two types of connection modes for contributors to planning workflow – either centralized or distributed – choices that boost scalability and performance. -- And application deployment – -- moving the application to development or production -- or to Cognos Connection or a third-party portal. Let’s see a short demo of these revolutionary capabilities… Distributed Cognos TM1 Server Centralized Cognos TM1 Server Unrivaled flexibility and performance at high user and data scale 6 6 6 6

Takes insight into action with Cognos Insight 7 Takes insight into action with Cognos Insight Users work with their data of choice, on their desktop, without IT Discover trends and explore scenarios via speed-of- thought interactions Share findings & results within a workgroup or throughout the enterprise Cognos Insight, the new analytics personal desktop, enables an array of planning, analysis and reporting:   Users work with their data of choice, on their desktop On a Zero configuration client With access to multiple data sources-- managed or personal Able to easily import, merge and enrich data They can discover trends and explore their business unit’s scenarios via speed-of-thought interactions – deep dives into profitability, workforce drivers, logistics, revenue gaps, customer satisfaction drivers And they can share findings & results within a workgroup or throughout the enterprise Ultimately the new data views and visualizations produced can be uploaded to a BI server and shared, become part of the sanctioned IT managed BI service. We see this as a way where the leading Business Users can be empowered to experiment & prototype without waiting for an analyst to model the data they need, and without affecting others users of the shared server resources. Bring your planning outliers and their valuable insights into your common planning environment – to share with their teams, at the corporate level. New Users Connected to PM Processes 7 7 7 7

New, visually rich and interactive “canvas” for smarter contribution 8 New, visually rich and interactive “canvas” for smarter contribution Analyze Prototype situations, plans Work with existing or pull in new data Perform what-if scenarios, associative analysis, profitability analysis Customize views and “explore points” Prototype a plan Create new version, shortcuts, views, charts Create or add to dashboards Add Instructions Share and / or Initiate new workflow Promote insights in a tailored dashboard Collect new information via workflow Specifically, with its powerful analytics and visualization, the Cognos Insight personal desktop encourages greater planning participation with these features.   For Analysis, they can Prototype situations, plans Work with existing or pull in new data Perform what-if scenarios, associative analysis, write-back Customize Views and Explore Points Within the canvas, they can add tabs – for a report, a slice of data illustrating a new situation As they build Plans (applications, in essence), they are able to Create a new version – or even “mini” plan/new approach to an existing plan Use Shortcuts, Multiple Views, charts to help illustrate the analysis Create or add to dashboards Add text such as directions for other planners about examining/using the plan or finding Sharing discoveries, plans Promote findings in a tailored dashboard Easily publish discoveries, reports to TM1 and Cognos BI Share new planning “mini” application on Web for teams to take action Participate later in the planning workflow And they can expand the plan If the plan has good legs, they’ll move the plan to Performance Modeler for enhancement, contribution (by the user or by another business analyst) Now let’s look at Cognos Insight at work in a planning environment and then as an analytics environment for profitability analysis… Foundation of an agile planning and analytic platform 8 8 8 8

Managed Collaboration 9 User Experience Flexibility Excel-Based Desktop Managed Collaboration Sales Marketing Customer Service Operations Product Development Finance IT Human Resources To recap the choices for users’ interfaces so you clearly understand: with TM1 10.1, users can now work in interfaces best suited to the business and their experience: 1. They may choose the Excel-based TM1 thin client -- create Excel-based Websheets which are slices of spreadsheets made available to others through TM1 Web; take advantage of Excel functionality.   2. Planners may prefer the Cognos Insight desktop client, which provides: -- as we said, individual, personalized analytics, plan creation, and reporting; -- also can be used as a client to Managed Contribution (to a plan developed and deployed through workflow) 3. And there's the classic Contributor client, a thin client – for managed contribution to plans, budgets, forecasts. Span All Users and User Experience Needs 9 9 9 9

+20% Contributor performance improvement Proven Analytics Engine Distributed Cognos TM1 Server Improved WAN performance Better user scale Built on the high-performance, stable 9.5.2 Server Engine First-in-line with parallel interaction More tools to accelerate ETL performance Multi-server management console Distributed Cognos TM1 Server For quality, scale, and enterprise performance, today’s TM1 10.1 Analytics Server is an even more powerful workhorse, highly adapted : -- Built on the high-performance stable 9.5.2 Server Engine -- it provides high performance for complex analysis – with complex models, complex data sets such as profitability analysis or M&A activity -- Readily imports data from multiple sources with guided and scheduled imports -- and it provides improved performance for remote users – at least 20% faster now for planning contributors.* Some of the details behind these server improvements: -- First-in-line with parallel interaction**(see below) -- a console to manage multiple servers from one location -- and refinements to the tools that accelerate data import and movement. --------------------------------------- More technical points you may want to touch upon: -- Non-blocking dynamic subsets (do not impede scaling) -- Automated cube dependency creation -- Individual TI Commits in Chores -- Smarter Contributor Ownership processing -- On Startup TI triggers. * 20% Contributor Performance improvement with: scalability from Data Reservation benefits of the distributed architecture **Definition: Parallel Interaction: A new TM1 object-locking approach that increases user throughput by lessening situations that result in write transactions that are “blocked” by concurrent read and write transactions. +20% Contributor performance improvement Delivers Quality, Scale, and Performance 10 10 10 10

Providing a full range Business Analytics Integration with IBM's Business Analytics Portfolio Advances insight with: Business Intelligence Predictive and Advanced Analytics Risk Analytics When paired with IBM Cognos Business Intelligence V10.1, it addresses a breath of reporting and scorecarding needs… Based on an open, enterprise-class platform, with its uniqueness and integration with the array of BA offerings. The complete range of BI capabilities: query and reporting, analysis, dashboarding and scorecarding. Historical information, real-time information as well as predictive analysis Progressive, seamless interaction -- from reading, to modifying, or authoring a report – without IT intervention Built-in collaboration and social networking to quickly establish decision networks to share insights Predictive and Advanced Analytics -- With IBM SPSS predictive analytics, you can use statistical analysis, data and text mining, predictive modeling and Decision optimization to anticipate change and take action to improve outcomes. Risk Analytics – OpenPages GRC software allows your organization to manage enterprise operational risk and compliance initiatives using a single integrated solution. 11 11 11

TM1 Ecosystem – Cognos BI with Dynamic Query Mode The first customer test application had an in-memory footprint of 12GB in Cognos TM1. Testing included both reporting and interactive exploration gestures, focusing on one dimension within the Cognos TM1 cube, comprising 150,000 members. This customer application was developed to manage reporting and analysis for a complex manufacturing environment and included 12 different reports which were run interactively. Figure 1, below, shows the total average report execution times across 12 reports in the complex manufacturing application test suite. Only the first report execution time is measured, as this more closely emulates the “real life” experience of a user running a report once in a given user session. This avoids use of the powerful caching facilities of the Cognos Business Intelligence Platform. The performance of subsequent individual or concurrent report runs would benefit from the use of caching and would therefore show even better performance for subsequent report runs than those shown in this test.

TM1 Ecosystem – Cognos BI with Dynamic Query Mode In addition to normal reporting use cases, the complex manufacturing application test suite included a series of interactive data exploration gestures. Figure 2, below, shows the total average response times for individual user gestures that would be typical of a user exploring a Cognos TM1 application. Among the gestures shown in Figure 2, gestures 4 through 8 all require a significant amount of processing, and it is these process-heavy gestures that enjoy the greatest performance improvements. The improvement in the performance of gestures 4 through 8 in Figure 2 is directly attributable to the superior query and metadata work planning and advanced interactions with Cognos TM1 9.5.2, inherent to the Cognos Dynamic Query mode.

TM1 Ecosystem – Cognos BI with Dynamic Query Mode The second customer test application had an in-memory footprint of 18GB in Cognos TM1. Testing included both reporting and interactive exploration gestures. However, this test shows the performance comparison between compatible MDX and Cognos Dynamic Query for an application under a concurrent interactive user load equivalent to the load expected for a population of 30 concurrent users (1 concurrent user = 10 active users = 100 named users). This test case is based upon a customer’s production Sales Reporting application and uses a Cognos TM1 cube that contains 5 dimensions and a possible 9,377,523,949,248 (9.3 trillion) total intersections. Figure 3, below, shows the dimensional and cube characteristics of the Sales Reporting application used for testing Cognos Dynamic Query with Cognos TM1 9.5.2.

TM1 Ecosystem – Cognos BI with Dynamic Query Mode The test scenarios used for this round of concurrent user testing are typical of any product-driven Sales Reporting application, including the interactive running of pre-defined reports as well as typical user- driven interactive analysis gestures. A large cross-section of reports showing sales by Product, Geography, Time, and Plan, at varying levels of each hierarchy, were used to show the impact of varying data density and aggregation processing on Cognos Dynamic Query performance. Figure 4 shows the total average execution times across all reports in the Sales application test suite. Only the first report execution time is measured for each concurrent request, as this more closely emulates the “real life” experience of a user running a report once in a given user session. This avoids use of the powerful caching facilities inherent to the Cognos Business Intelligence Platform. The performance of subsequent individual or concurrent report runs would benefit from the use of caching.

TM1 Ecosystem – Data Loads from Netezza to TM1 Load tests performed in the Boeblingen Lab. Data loads (via ODBC) can be parallelised with almost linear scale per thread. Some overhead was noticed within TM1, but none on Netezza. # of Threads # of Rows # of Measures Loadtime Rows/ second 1 115 Million 2 45 mins 85‘185 5 60 mins 159‘722 8 1 Billion 77 mins 1‘082‘251

Thank you! 17 17