RPM the new Bookmaster Business Intelligence Presentation by Venkat Rajan (Symphony) Angela Newman (IBS Bookmaster)

Introduction RPM Overview RPM Functionality Bookmaster Scenario

3 3 Providing Enterprise-Wide Reporting and Analytics with Minimal IT Impact 1.Background 2.Historical Problem Statement 3.Solution 4.Value 1.Background 2.Historical Problem Statement 3.Solution 4.Value

4 4 SymphonyRPM is a Powerful, Highly Scalable Platform for Real-Time Closed-Loop Analytics  Integrated analytics and planning  On-the-fly real-time analytics  Rules engine separates model from data  Powerful guided analytics capability  Collaboration  Decision writeback  Approval workflows  Integrated analytics and planning  On-the-fly real-time analytics  Rules engine separates model from data  Powerful guided analytics capability  Collaboration  Decision writeback  Approval workflows “The SymphonyRPM approach enables a closer coupling of analytics and plan data with greater capabilities to couple the power of analytics, perform what-if analysis, and close the loop by saving the best outcome as plan data.” John Haggerty Vice President and Research Fellow Vice President and Research Fellow AMR Research

5 5 RPM Platform Differentiators vs. BI and Planning Tools Feature/ Function Functional Planning & Optimization Business Intelligence SymphonyRPM SQL Generation Read Access Reporting & Dashboards Solution flexibility Large Data Volumes Complex Calculations Collaboration Modeling and What-if Data Write Back Merge actual/forecast Structured analytics

6 6 Dashboards

7 7 Excel like Functionality

Charting

9 9 Guided Analytics

Lets talk about Bookmaster! 1 All existing Bookmaster /BI reporting transported to new RPM BI 2 Bookmaster Scenarios 3 Requests by you

Bookmaster - Scenarios. Sales Type of Sales – Digital, Print on Demand, Subscriptions Source of Order – Web order, EDI, , Phone Print on Demand by Location Order Fulfillment DIFOT = Delivered in full on time Editorial Book Production Stages / Cost types – budgets, variances, accruals, actuals, CRM Opportunities

Bookmaster Dashboard - example Configure the dashboard to your specifications

Sales by Type of Sale What are the changes between 2010 and 2011? Break down by Type of sale Break down by Period Break down by Items/Titles Selected Period Range Drilling down to Type of sale by the Item/Title

Sales - by type of Sale 8.37% Subscriptions 3.91% Digital 1.12% - Print on Demand 86.6% - Stock 16.11% - Digital 10.52% - Print on Demand 60.9% - Stock 12.47% - Subscriptions MeasureDigitalPrint On DemandStockSubscriptions Increase12%9.4% 4.1% Decrease 25%

Sales – Source of Order Filter by Buying Group Compare EDI and WEB orders for Big W Buying group

Sales – Print on Demand by Location Where is the consumer situated? Do we have a Printer in that area? Country area

DIFOT – Order Fullfilment Are all our orders being delivered on time? Drill down by Year and Period Drill down by Title Hierarchy Breakdown by period by year by Product Line

Book Production – Cost Types by Project Detail Drill down cost types within a period for a Project Compare budget cost vs actual cost Filter by Project

Bookmaster RPM - BI Lets compare!

CRM - Opportunities Drill down by Title Drill down by title by stage Selection by Period Source Stages

CRM Opportunities Analyze by period Opportunity by Period Academic, Cold Call, Customer Service, Help Desk, Online, Sales Representative, Telemarketing Source Budget, Forecast New Opportunity, Quote Pending, In Progress, Validated, Converted to a Sale, Closed Lost Opportunity Stage New Adoption, Potential, Repeat Adoption Dropped, Failed, Order Line Stage

Implementation and Support Organization

Implementation and Support Symphony will provide implementation and support resources for the initial reference implementations IBS will engage in these implementations to learn and build internal competency Symphony will continue to provide implementation and support as needed

Hardware and Software Pre-Requisites

RPM Platform: Technology  Three tier architecture  Web application layer  J2EE compliant - Uses JSP, JDBC, EJBs and JMS  Works on industry standard J2EE application servers – Weblogic, Websphere, Jboss  Analytic Server  Custom C++ application  Runs on multiple platforms (32 and 64 bit)  Uses ODBC to connect to database  Uses SQL 92 standard compliant SQLs.  Database  Analytic Server works with a wide variety of database – Oracle, Teradata, DB2, MS SQL Server, Sybase, etc.

Thank You