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
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
MFR
November 2008
Monthly Income Statement
 Estimated Delivery of improved AFR Schedules November 08
Departmental and Central User Reports
Standard Reporting Package Dev and Power User Access

Departmental Users
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
 Projected Delivery Date February 2009

Central Users
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
 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
Web
Reporting
Office
Analysis
Mobile
Search
Dashboards
Scorecarding
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
 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
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 User Access
IBM 8 Cognos BI Report User Access
 Web Application
 No software loaded onto user machines
 Web address provided via Management Reporting website or email
 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. 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