1. PMSquare Provides Consulting Services & solutions with
detailed practical experience across all industries
C o n s u lt in g S e r v ic e s Focus Areas:
• C u s t o m e r A n a ly t ic s & R e p o r t in g :
Helping businesses stay focused on their customers
with innovative and effective approaches to Telco & Financial Healthcare Consumer Automotive
marketing, sales and customer service. High Tech Services Products
• F in a n c e & P e r f o r m a n c e
M a n a g e m e n t : Exploring the relationship
between finance mastery and achieving high
performance, and delivers experience and assets that
can help businesses and governments master their Financial Performance Management
finances with comprehensive approaches backed by -Budgeting, Forecasting & Planning
proven assets. -Risk Management
• Ta l e n t & O r g a n i z a t i o n
Business Intelligence
P e r f o r m a n c e : Guiding companies toward
strategic ways of elevating an organization’s -Analytics, Reporting, Scorecards & Dashboards
performance with services in change management, -ETL & Data-warehousing
human capital and organization effectiveness, -Predictive Analytics
• O p e r a t io n s & S u p p ly C h a in Productivity Improvement Solutions
P e r f o r m a n c e : Improving visibility of
operational performance, turning insights into action
-Improve administration & mainteance
that drive performance.
3. Business Analytics for any organisation:
Common Decision-Making Model Open, Enterprise Platform Source System
Seamless Business Intelligence Analytics Drill Through Packaged Reporting & Analysis
Financial Analytics Sales Analytics Risk Analytics
Ledger Pipeline Performance Operational
Payables Sales force Performance Strategic
Receivables Sales Segmentation Enterprise Risk
Cash Management Customer Relations Scorecards
Customer/Vendor Risk Pricing and Program Analytics GRC
Workforce Analytics Marketing Analytics Procurement Analytics
Talent Development Customer Segmentation Spend Analysis
Talent Management Product & Pricing Analysis Vendor Analysis
Talent Retention Promotions Analysis Contract Management
Workforce Strength Brand Analytics Operational Efficiency
Compensation
3
4. INSURANCE SALES PERFORMANCE
The IBM Insurance Sales Performance Dashboard solution provides a prebuilt
framework for Analysis and Monitoring of KPIs
What is the Insurance Sales Performance Dashboard Solution?
The Insurance Sales Performance Dashboard solution provides an Insurance company Chief
Marketing Offices , Chief Sales Officers, Senior Sales Executives and Sales Managers a pre built
role based reporting framework for visually presenting and reporting the Key Performance
Indicators across the Sales & Marketing area to enable them to track the sales, revenue,
productivity and performance.
What does the solution do?
Health of the whole organization can be
viewed by CXO at one go MODELS, TECHNOLOGY, BEST PRACTICES
Balance Scorecard approach provides
uniform focus to different functional areas A single integrated enterprise-wide
view of Cross-LOB metrics catering
Role based KPIs according to hierarchy to the requirements of multiple
and functional areas Insurance Sales levels of Management.
Performance Dashboard
Provide alerts on thresholds
Role based access control
Sales and Customer Information
Ability to handle ad-hoc queries to Claims
Marketing
Finance
Services Technology
Others
generate customized reports in addition to
standard reports
Data & Content, Federation, Advanced Analysis
4
5. Performance Management Functionality
Reporting
Provides full breadth of report types
Delivers consistent information across all types of report output
Can be personalized and targeted
Analysis
Provides guided exploration across multiple dimensions of information
Provides capabilities to do further analysis
Gets to the “why” behind trends to reveal symptoms and causes
Moves from summary level to detail levels of information effortlessly
Dashboards
Provides at-a-glance, high impact views of complex information
Helps quick focus on issues that need attention and action
Are highly visual and intuitive with an option of tabular view
Combines information across disparate sources
Multiple views of KPI for analysis
Scorecards
Provides instant measurement relative to targets and benchmarks
Aligns decisions and tactics with strategic initiatives
Ensures ownership and accountability
6. Insurance Sales Performance Dashboard :
Solution Overview
Business Benefits
Provides Sales Officers the power of informed decision making
Robust underlying model (IIW) helps in adding new KPIs with minimal effort
Complete control over sales and revenue with balanced scorecards, alerts and analysis views
Built-in sales force performance and productivity analysis
Impact analysis and follow up actions
Prebuilt Solution Components
66 Key Performance Indicators and 150 Standard Reports spreading across Sales & Marketing
IIW based Datamart
Cognos Metadata Model (FM Package)
Role based Dashboards
Balanced Scorecards
Rules based alerts
Ad-hoc queries to generate customized reports in addition to standard reports
7. Technology
Application firewall,
Authentication, Authorization,
Cryptographic Services
COGNOS COMMUNICATION
WEB Reports published
COGNOS SECURITY
in web
Composite Chart Analysis List Dashboard
COGNOS
Second level Analysis Metric Project
Meta data model
APPLICATION
First level Framework Manager Package
Meta data model
All meta data except Metric related
metric related meta data SOAP API
(WSDL)
Star schema
IIW data mart Data Mart
Data Mart Content Store Metric Store DB2
DATA
Cognos Managed Repositories
Operations Data ODS
Store
Policy Financials Claims Others
Source Systems
8. Summary
Fast Less More confidence
Decision probability about the
Making of error decisions
11. VP Sales Dashboard
Analysis Cubes for slicing Key
and dicing data, do what-if Performance
analysis and a lot more ad- indicators
hoc analysis shown with
status,
Targets,
Actual,
Alerts – with option Variance,
to analyze and Rate of
identify root causes change over
previous
Link to reports
month
Key sales figures with the
capability to analyze the
details
So how do we do that …. Remember, we ’ re business-centric not data centric. Our application ’ s model then is based on several critical pillars that support business centricity. This includes: A common decision-making model that allows organizations to extend analysis either within a specific domain, or among different domains. Seamless business intelligence via Cognos 8 ’ s open enterprise platform Drill down and through analysis Access to multiple data sources Packaged self-serve reporting and analysis that can be managed and generated by line of business This central nervous system for domain specific reporting and analysis allows you to review and modify reporting and analysis in the green areas – a full portfolio of horizontal packaged applications. The application model ’ s differentiation resides in your ability to configure, synchronize and extend analysis through a single touch point that provides a robust library of dimensions, metrics and calculations that can be modified simply and quickly … allowing you through existing packaged reports or through the creation of new ones to generate multiple permutations of analysis depending on the requirements of your stakeholders. The implications – Unlimited extension of the business model Connectors to traditional ERP systems, but also Multiple data sources from which to analyze performance