1. KPI Business Pack Christa Fine Sr. Product Manager, Information Delivery

2. What is it? A synthesized view of how you’re tracking against goals

3. KPI Business Pack  Fast time-to-result with actionable, applied BI  Aggregated views  Cross-functional weighted view  Performance valuation based on business rule roll-up, e.g. bubble up, weighting

4. Information Hierarchy # of Variables # of Dimensions Interrelationships Key Indicators + SummaryDetail

5. Features/Functions  Summary views from an easy-to-use interface  A simple, pared-down interface to monitor the health of your business.  Combined views of disparate measures  Decisions are often based on different types of information from different functional areas.  Flexible approach  The open methodology lets you control the specific KPIs you wish to track, how they are combined, what constitutes good and poor performance for each indicator, and the granularity of the readings.

6. Features/Functions continued  Flexible rollup  Control how lower-level indicators roll up to trigger readings at higher levels.  Web access across the extended enterprise  Key decision-makers in your extended enterprise—including customers, suppliers, and partners—can access this synthesized information to accelerate decision-making and strengthen B2B relationships. Zero-footprint web deployment.  Integration with existing infrastructure  Full integration with the Cognos platform means you can move easily from summary to detail by connecting to a complete BI infrastructure.

7. KPI Business Pack End User

8. KPI Business Pack Components PowerPlay Cubes PowerPlay Reports KPI Business Pack Administrator KPI Business Pack Server Web Browser Upfront Server XMLdocument

9. Architecture - Technical Objectives  Simple, Flexible, Extensible, Customizable and Open  Independent of information delivery mechanism  Methodology independent  Extend the Cognos solution  Leverage current investment

10. KPI Business Pack – Open Architecture XML Document format (+COM API) Open: XML document open to any XML ready application (Full COM API)

11. KPI Business Pack – Open Architecture Open XML Document format (+COM API) KPI Authoring environment Data Sources and Reports Simple: Generate KPIs directly from reports Administer KPIs through wizard

12. KPI Business Pack – Open Architecture Open XML Document format (+COM API) Data retrieval (Build) User Defined Functions KPI Authoring environment Data Sources and Reports Extensible: Drop in new data access routines Drop in new Business rollup rules.

13. KPI Business Pack – Open Architecture Open XML Document format (+COM API) Data retrieval (Build) User Defined Functions Content Generation (Publish) Customizable Templates KPI Authoring environment Data Sources and Reports Flexible: Customizable looks Customizable content

14. KPI Business Pack – Open Architecture Open XML Document format (+COM API) Data retrieval (Build) User Defined Functions Content Generation (Publish) Customizable Templates KPI Authoring environment HTML Data Sources and Reports Upfront PDA XML WML/WAP

15. KPI Business Pack – Open Architecture Open XML Document format (+COM API) Data retrieval (Build) User Defined Functions Content Generation (Publish) Customizable Templates KPI Authoring environment HTML Data Sources and Reports Upfront PDA XML WML/WAP Author / Client KPI Server

16. KPI Business Pack – Open Architecture Real time annotations Open XML Document format (+COM API) Data retrieval (Build) User Defined Functions Content Generation (Publish) Customizable Templates KPI Authoring environment HTML Data Sources and Reports Upfront PDA XML WML/WAP Author / Client KPI Server

17. Authoring Components  Administration tool which includes a wizard  Build tool  Publish tool  Status definitions and related graphics  Standard templates

18. Server Components  Upfront utility  Note Manager  Status definitions and related graphics  Standard templates

19. Integration  PowerPlay Client  Data pump for key performance indicators required for authoring  PowerPlay Web  key word - Analyze - allows for a link to a bookmarked URL  VIZ 1.5  key word - Visualize - allows for a link to a bookmarked URL  CQ, IWR  Related links through the use of a URL

20. Setting things up  Select the methodology you will use  Identify KPI’s  Group KPI’s as per strategy  Access the reports where the KPI’s are stored - this is the data feed for the application  Determine the Thresholds  Create the PowerPlay client reports - static images  Create the required bookmarks for exploration to other applications  Determine how things will roll up

21. Process PPR BuilderPublisher  PPWin data is retrieved  Roll up rules are applied  Status is determined  IG and KPIs become 32 characterunique ids for Upfront  XML document is updated  kpi.ini is updated  error log is produced  XML document is consumed  parses the templates replacing KPI tags with information from the XML  publishes by default to Upfront  can publish to a static website  applies process logic defined in the KPI tags  PPWin - publish as HTML to create static reports  error log is produced

22. Updating the Business Pack Cube Updates Build  determine what Indicator groups will get built  determine what KPIs will get built  PPR files are opened behind the scenes to retreive most up to date data  roll up rules are applied to new numbers  new status is determined  previous status is kept  History is created or updated if required  determines if any new unique ids are needed  kpi.ini is updated  error log is produced Publish  overwrites the html files with new information  publishes any new static images  presents the information to the KPI server

23. XML and KPI Business Pack  The Business Pack is an XML document  Build phase embellishes the XML  Publish phase parses XML  Integration through a secondary XML document

24. KPI Business Pack End User Authoring

25. Customization  Templates  Style Sheets  Status definitions  User Defined Functions

26. Customization – Templates C:\Program Files\Cognos\CognosKPI\templates\index.job C:\Program Files\Cognos\CognosKPI\templates\kpiupf.job

27. Customization – Status Definitions TrafficWeatherSmiley Faces traffic.ksm

28. Customization – UDF’s  Data retrieval  Roll up rules  Publishing

29. Q & A