Standard business intelligence reports and dashboards are effective tools to describe the state of your organization or department. However, there are many questions that these tools cannot address, such as: Why is this happening? How will my organization be impacted if these trends continue? What will happen next? How can we change the outcome of this situation? Advanced analytics tools are necessary to accurately and quickly address these questions through statistical analysis, forecasting, predictive modeling and intelligent optimization. By integrating advanced analytics solutions with existing business intelligence platforms, your organization will be better positioned to extract actionable insight from your data to gain a true competitive advantage. Learn how your organization can extend its business intelligence investments in IBM Cognos TM1 by integrating with IBM's leading advanced analytics platform, SPSS. We'll discuss the capabilities of TM1 and SPSS, integration methodologies and strategies, and demo an integrated analytics environment.

1. Move from Business Intelligence to
Advanced Analytics by Integrating IBM
SPSS with Cognos TM1
facebook.com/perficient twitter.com/Perficientlinkedin.com/company/perficient

2. Perficient is a leading information technology consulting firm serving clients throughout
North America.
We help clients implement business-driven technology solutions that integrate business
processes, improve worker productivity, increase customer loyalty and create a more agile
enterprise to better respond to new business opportunities.
About Perficient

3. • Founded in 1997
• Public, NASDAQ: PRFT
• 2013 revenue ~$373 million
• Major market locations throughout North America
• Atlanta, Boston, Charlotte, Chicago, Cincinnati, Cleveland,
Columbus, Dallas, Denver, Detroit, Fairfax, Houston,
Indianapolis, Los Angeles, Minneapolis, New Orleans, New
York City, Northern California, Philadelphia, Southern
California, St. Louis, Toronto and Washington, D.C.
• Global delivery centers in China, Europe and India
• >2,100 colleagues
• Dedicated solution practices
• ~90% repeat business rate
• Alliance partnerships with major technology vendors
• Multiple vendor/industry technology and growth awards
Perficient Profile

4. BUSINESS SOLUTIONS
Business Intelligence
Business Process Management
Customer Experience and CRM
Enterprise Performance Management
Enterprise Resource Planning
Experience Design (XD)
Management Consulting
TECHNOLOGY SOLUTIONS
Business Integration/SOA
Cloud Services
Commerce
Content Management
Custom Application Development
Education
Information Management
Mobile Platforms
Platform Integration
Portal & Social
Our Solutions Expertise

5. Tony Firmani
Director of Advanced Analytics
Tony is an experienced consultant and advanced analytics practice leader at
Perficient, with more than 17 years developing and implementing solutions across
a variety of industries, including financial services, marketing, healthcare,
insurance and pharmaceuticals.
Jim Miller
National FPM Practice Leader
Jim leads Perficient's national financial performance management practice with
more than 30 years of extensive applications and system design and
development experience.
Denver Stokes
Technical Consultant
Denver is a technical consultant and data analyst at Perficient, providing data
mining, predictive analytics and financial performance management consulting
services.
Thought Leaders

6. • From BI to Advanced Analytics
• Departmental Solutions
• Finance Office Pain Points
• Which Processes to Improve
• IBM TM1 + IBM SPSS
• IBM’s Forecasting Methodology
• Forecasting + Advanced Analytics
• Demo / Why Perficient ?
Agenda

7. Data Mining, Forecasting &
Optimization
Does this new customer fit the
profile of a high value patron?
Which offer is most likely to get a
response per segment? What are
my long & short-term forecasts for
staffing & peak weekend traffic?
ROI
Moving from Business Intelligence to Analytics

8. Which Departments Need Forecasting?
• Compensation Management
• Sales Performance Management
• Staffing Optimization
• Training Certification
• Intranet Employee Portal
• Retail Sales Analysis
• Retail Assortment Planning
• New Product Planning
• Customer Profitability
• Customer Churn Analysis
• Financial Consolidations
• Financial Reporting
• Planning
• Driver Based Budgeting
• Rolling and Predictive Forecasts
• Risk Analysis
• Demand Analysis
• Inventory Optimization
• Logistics Planning
• Cost Planning
• Product Profitability
• Production Planning
Financial Operations
Workforce Customer
Complete Management of Your Business
Long-term Sales & Operational Planning
Ad Hoc Analysis & Formatted Reporting

9. Today’s Finance Technology Pain Points
• Fact: Finance teams are stretching the limits of spreadsheet capacity
• Fact: Too much time spent collecting and scrubbing data
• Fact: Data is not transparent, leading to distrust in forecasts/reports
• Fact: Data governance regulations are tightening, and spreadsheets
cannot support this trend – finance teams are feeling the pressure to
answer
• Fact: Reporting requirements are changing on a monthly basis, and
spreadsheets are not easily adaptable
• Fact: Finance and IT teams have different agendas, but ultimately need
to work together to build efficiency
What else can we add to this list?

10. Pursuit of Internal Excellence:
Which Processes Can Improve?
• Transactional Accounting, Close & Consolidations
• Budgeting & Forecasting
• Managerial Reporting & Analysis
Step 1 Step 3 Step 5Step 2 Step 4
Identify & quantify
improvement
opportunities utilizing
benchmarks
Define key metrics
and calculate
baseline values
Analysis & review to
identify the operational
approach to achieving
improvement targets
Technical enablement
of data driven &
process driven
solutions
Monitor & post
mortem review to
feed the continous
improvement cycle

11. Identify Target Metrics with Adaptive
Roadmap
Measure the function
• What is your total finance function cost as a % of revenue?
• Number of finance function FTE’s per billion of revenue?
• Average cycle time in days to complete the annual budgeting cycle?
• Average cycle time in days to complete the monthly consolidated financial
statements?
Assess your strengths & weaknesses
• Analysis? (financial, operational or both?)
• Systems?
• Business Process?
• Personnel?
…then create time by pursuing efficiency BUT don’t wait on the “value add” until
all the efficiency projects are done. Start changing processes and redefining the
organization in a deliberate path of incremental steps.

12. Product Suite – IBM TM1 + IBM SPSS
Extend from a finite list of TM1 scenarios to optimize to the
best forecast with SPSS Advanced Analytics

13. Fusion of Planning, Analysis & Reporting
• Planning, budgeting & forecasting
• Managed planning (workflow & approval)
• Free form planning
• Sophisticated data spreading input methods
• ‘What if’ analysis & modeling
• Personal scenarios/sandboxes
• Interactively test new business assumptions
• Flexible and intuitive modeling experience
• Easily create simulations
• Reporting
• Excel, desktop, and web-based reporting
Variety of User Interfaces
• TM1 Application Portal and Workflow
• Cognos 10
• Excel
• Performance Modeler
• Cognos Insight
• TM1 Web
IBM Cognos TM1 for Planning and Analysis

14. IBM SPSS Modeler Time Series Component
Repurpose the majority of your time from data management to analytics

15. IBM’s Unique Methodology:
Temporal Causal Modeling
Proprietary algorithms developed by IBM Watson Research
Center, that discover causal relationships between drivers
and KPIs, and answer the following:
Which metrics have the most impact on my performance?
• Use historical data to discover those metrics that have the strongest
impact on selected business objectives, directly or indirectly
• Use historical data to evaluate the strength of user-specified metric
relationships
How do these metrics interact with each other?
• Use historical data to discover significant causal relationships among
metrics: time lag between metrics, strength, degrees of separation.
What is driving my performance?
• Use identified causal relationships to automatically discover the metric
values driving observed performance
If nothing else changes, what will my future performance be?
• Use causal-temporal model to project future performance based on
historical data
Temporal Causal
Modeling
• Discover causal
relationships
• Assess lead-lag
indicators
• Examine strength of
metrics relationships
and degrees of
separation
• Anticipate the
momentum of metrics
drivers
Predictive
Analytics

16. Forecasting / Advance Analytics Practice
Experience in manufacturing, banking, insurance, telco and other vertical
industries. Consulting recommendations and production methods provided
in the following industries:
Forecasting
• Forward price curves in energy industry
• Inventory, demand and defect rates for
manufacturing
• Sales, revenue, foot traffic for retail
• Advertising spend and flight plans for
retail, online
• Customer attrition rates for telco
• Profitability, losses, liquidity, risk for
insurance & banking
Financial Performance
• Global healthcare & utilities
• Global risk management
• Global digital services
• Major specialty retail/web retailer
• Global pharmaceutical
• Global legal services
• Major specialty retailer
• Research & government research
• Automobile & wholesale distribution
• Commercial information provider
• Medical supplier

17. Technologies in action

18. Advanced Analytics Jumpstart
Define deliverables and outputs, scope work engagement
and mentor
• KPI: Reduce Average Handling Time
• Problem: I can’t get to first call resolution on each call
• Decision: When should I not push to FCR THIS call?
• Who: Analyst, SME, workforce management team,
customer
• What is the goal? Identify outlier calls
• What are the output considerations?
Management Portals / Dashboards
Advanced Analytics Practice

19. Recap: Why Use Perficient?
Leading IT consulting firm serving clients
throughout North America
• Proven IBM BA implementer for over 15 years;
Proven track record
• We stand by our commitments
• We have a solid base of reference accounts
• We can be flexible and creative on how we structure
our deals
• Billing flexibility
• Phased approach
• Proven project methodology with our user-centered
approach
• Domain expertise in multiple industries

20. Thank You!
For more information contact:
Joe Sarno
joseph.sarno@perficient.com
www.facebook.com/perficient
www.perficient.com
www.twitter.com/perficient