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       Intelligent Sales & Risk
       Performance Management (ISRPM)
       auf Basis von IBM-Cognos und PitneyBowes-MapInfo
       Frankfurt - Dezember 2008, Version 1.0, 06.12.2008



                      Friedel Jonker
                      IBM, Managing Consultant,
                      CRM & Business Intelligence
THINKING.
SEEING.
UNDERSTANDING.                                              © 2008 IBM Corporation
ACTING.
IBM Global Business Services

Intelligence Cycle for intelligent Sales & Risk Performance
Management (ISRPM)




    ISRPM




    Frankfurt, 06. December 2008                              © 2008 IBM Corporation
IBM Global Business Services


The broader IBM global integrated capabilities differentiate us significantly

                          IBM Industry Specific Business Solutions & Expertise
    Communications                 Distribution           Financial Services          Industrial            Public

                                                                                                              Third Party
    IBM                                                                                                        Alliances
Technology                                                                                                   Ab Initio
                                MARKETING                  SALES                 SERVICE
 to Power                                                                                                    Avaya
Cognos                                                                                                       Acxiom
                                                       CRM Strategy                                          Callidus
DB2                                                                                                          Chordiant
e-Server                                                                                                     Cisco Systems
                                Marketing & Sales                                Service                     DWL
Lotus                            Transformation                              Transformation                  Epiphany
Rational                                                                                                     Informatica
                                                Contact Center Optimization                                  PB MapInfo
Tivoli
                                                                                                             Oracle/Siebel
Websphere                                     Business & Location Intelligence                               SAP
                                                Business Optimization (BO)                                   SAS
                                                                                                             SteppStone
                                                                                                             Unica

                                                  Infrastructure & Support
 Learning      Knowledge Management               Methods & Tools   Solution Delivery Centers      Thought Leadership

                                                       IBM Research
Center for Business Optimization         Optimization & Analytics   Advanced Call Center Solutions      Information Mining

                                                  IBM Global Financing
                                       IBM Global Delivery Centres of Excellence
        Frankfurt, 06. December 2008                                                                       © 2008 IBM Corporation
IBM Global Business Services




Questions that Drive Sales & Risk Performance




             Single Platform for SRPM Decision Making
             Single Platform for SRPM Decision Making


   Frankfurt, 06. December 2008                         © 2008 IBM Corporation
IBM Global Business Services

                Information On Demand
                From data to Business Optimization


                                     Financial Workforce         Dynamic
                  Customer & Product Risk Insight Optimization Supply Chain Multi-Channel      Better Business
                      Profitability                                          Marketing
                                    Business Optimization                                        Outcomes



                                                                                              Plan, understand and optimize
                                          Plan, understand and                                    business performance
                                           optimize business
                                              performance
End-to-End                                                                                      Establish and maintain an
Capabilities                           Establish and maintain
                                                                                                 accurate, trusted view of
                                                                                                       information
                                         an accurate, trusted
                                         view of information
                        Flexible Architecture for Leveraging Existing Investments
                                                                                Other
                                                                                Information      Manage data and content
                                                                                Sources
                                                                                                  over its lifetime and as
                      Manage data and                 Use data and content                          part of processes
                       content over its                as part of business
                           lifetime                        processes
     Frankfurt, 06. December 2008                                                                      © 2008 IBM Corporation
Cognos 8 BI & IBM Software , Hardware , Services for ISRPM
         IBM Global Business Services
          Cognos 8 BI                                                                                              Cognos GO Mobile
              Portal                                                                                                           Cognos GO Office
          Ad Hoc Query                                                                                                                                                   HTTP Server
       Comparative Analysis                                                                                                                                              WebSphere Portal
                                                                                                                                                                         Workplace
       Event Management
           GO! Search                                            ROUTER/FIREWALL
                                                                                                                                                                         System x (Win/Linux)
            Reporting
                                                                                                                               Business Analysis                         System p (AIX/Linux)
          Dashboarding                                                                                     IBM Services        Business Metrics
          Scorecarding                                      WEB SERVERS:                                                       Business Performance Management
       Enterprise Planning                   Web Gateways, Web Services API                                                    Design
                                                   Industry Standard Portals                                                   Implementation
        All Administration
                                                                                                                               Optimization
                                                 Cognos Application Firewall
                                                                                                                               Outsourcing – Insurance Industry
FIREWALL/ENCRYPTION

                                                                                                                                                                           App. Server

                                                                                                                                                                           Studio
                                                                                                                                                                           Development
                                 JOB             PRESENT-        CONTENT                                                                                                   Tools
                QUERY                                                                               AUDIT          METRICS          EVENT
                             SCHEDULING            ATION         MANAGER                                                                        MONITORING                 eMail
               SERVICE         SERVICE                                                             SERVICE         SERVICE         SERVICE       SERVICE
                                                  SERVICE        SERVICE                                                                                                   Distribution
                                                                                                                                                                           System Mgmt
                                                                                                                                                                           Job Scheduling
                                                                                                                                                                         System x (Win/Linux)
                                                                                                                                                                         System p (AIX/Linux)

FIREWALL/ENCRYPTION

                 SQL     MDX               COMMON
                                          METADATA


                                                            WebSphere
                                                            Data/MetaStage
                                                            DB2 CubeViews        CONTENT & METRICS STORE          SECURITY PROVIDERS                         AUDIT
                                                                                        DB2 UDB                   LDAP, Active Directory,                    RDBMS, UNIX, Sys, Logs,
              IBM Industry Models                           Rose
                                                                                                                  NTLM, Netegrity, SAPBW,                    NT Event Log
               All RDBMS & OLAP sources                                                                           Cognos Namespace,
              WebSphere Information Integrator                             Design                  System i       Custom Providers                                  System Monitoring
                                                      IBM Services
              (Classic, Content, UIMA)                                     Implementation          System p                  Directory Server                        DB2 UDB
              Reporting & Analysis                                         Integration             System x                  Access Manager
                                                                           Performance Analysis    System z
                Frankfurt, 06. December 2008
              Data Warehouse                                                                                                                                   © 2008 IBM Corporation
                                                                           Optimization
IBM Global Business Services




Zugriff auf alle ISRPM relevaten Datenquellen
        Uneingeschränkte Möglichkeiten der Kombination von
        Datenquellen: überwindet RDBMS vs. OLAP
        Verminderte Endanwender-Komplexität. Konsistenz,
        Integrität und Genauigkeit der Daten gewährleistet




    REPORTING & DASHBOARDING        ANALYSE   EVENT MANAGEMENT   SCORECARDING




     Frankfurt, 06. December 2008                                © 2008 IBM Corporation
IBM Global Business Services




ISRPM-Reporting und Dashboarding
    Beschleunigt die Zeit zum Erstellen und Bereitstellen
    beliebiger Berichte inklusive vollständiger Abdeckung von
    Geschäfts-, Produktions- und personalisierter Berichte und
    Dashboards




     Frankfurt, 06. December 2008                        © 2008 IBM Corporation
IBM Global Business Services




ISRPM-Dashboard: Components

                                               Interactive
                                               Navigation


                                                             Tables        Maps




                             Charts

                                      Gauges


                      Action Buttons

    Frankfurt, 06. December 2008                                      © 2008 IBM Corporation
IBM Global Business Services


Realtime ISRPM on the BlackBerry




    Frankfurt, 06. December 2008   © 2008 IBM Corporation
IBM Global Business Services




Cognos 8 for ISRPM - einfach, komplett & bewährt




     Frankfurt, 06. December 2008           © 2008 IBM Corporation
IBM Global Business Services

     From Data to Competitive advantage
     Data                      Information        Knowledge             Location         Competetive
                                                                      Intelligence        advantage,
                                                                                            profit
                                                                      • Visualising
                             • Data Integration • Cause and effect                        • Even clearer
• Structured                                                          Performance
                             • Aggregation      • Reporting                               understanding
                             • Data Warehousing • Analysis            •Analysing          •Better
                             • Data Marts        (Data Mining,OLAP)                       Decisions
                                                                      based on
                                                • Distribution                            •Accurate
                                                                      Location
                                                                                          information
                                                                      •BI with            Management
                                                                      FACTS               •More
                                     DW                               integrated with     effective
                                                                      Location            Planning
                                                                      Intelligence        •Better
                                                                                          resource
                                                                                          utilisation
                            DM             DM

WWW.COM

• Un-structured

                          Demo              GIS                       Enhanced
                         Graphics                    Enriched           User              Improved
                                                       Data            Analysis          Performance
            Frankfurt, 06. December 2008                                                © 2008 IBM Corporation
IBM Global Business Services

The ISRPM Location Intelligence (LI) Solution Architecture
   Site Analysis                          Location Planing                      SFE                     Claims Mgmt.                       IBM                    Cognos

 Customer Segmentation                      Sales Mangement                    Sales Support                Call Center                          …                      ....

        Crime Analysis                          Direct Marketing                   Mobile GIS                     CRM                                ....                      ....


                                                                                                                                     View & Analysis
             Power User
                                                                                                          ?
                                                                                                                                                                        Enduser
                                                                                                                                                                        Systems


    Geocoding                   Routing     Grid    3D

 Datainput            Analysis            Visualization
                                                                   „Geo On Demand“

                                    Web Service, Java, .NET                                                               Web Service, Java, .NET
                                                                                                                                                                Application & Web
               ODBC, OCI, NAS




                                                                                                                                                                      Server


                                 Analysis       Routing            Geocoding          Visualization         Administration          User Management         Secutrity


                                              ODBC, OCI


                           Spatial Data                                                                 Business                                                        Database
                                                                                                      Intelligence




                        Frankfurt, 06. December 2008                                                                                                          © 2008 IBM Corporation
IBM Global Business Services


„ISRPM with Geo On Demand“
                                       Providing a well-defined set of location
                                  functionality through webservices (SOA) proven
                                  to support and enhance real business processes


                                                  envinsa
                                     Map                Route             Data


                                             Analyse           Geocode


                                   Web Services         Java             .NET

                                     ERP        Call       Business        CRM
                                    System     Center     Intelligence    System
   Frankfurt, 06. December 2008                                            © 2008 IBM Corporation
IBM Global Business Services




Google Maps is driving LI and ISRPM




   Frankfurt, 06. December 2008       © 2008 IBM Corporation
IBM Global Business Services



Location Intelligence is more than Mapping



 Visualization


   Analysis


  Geocoding

                                             Direct Marketing
   Routing
                                         Sales Management


     Data                                Risk Management

                                                 Routing

      Frankfurt, 06. December 2008                © 2008 IBM Corporation
IBM Global Business Services



The LI-Layer Concept



                                  In an analog map there are all informations
                                  in one view. In a GIS (Geographical
                                  Informations System) all information could
                                  be individual used
                                  Every attribute will be placed in a seperate
                                  information layer
                                  Every Layer is a transparent foil
                                  The view of the layer could be individually
                                  changed
                                  Adding or deleting layers is alltime posible
                                  The layer concept allows to combine
                                  geographical data with corporate data from
                                  datawarehouses

   Frankfurt, 06. December 2008                                   © 2008 IBM Corporation
IBM Global Business Services




Location Intelligence –Sales & Risk Segments Mapping




     Frankfurt, 06. December 2008                 © 2008 IBM Corporation
IBM Global Business Services




Interactive Risk Analysis over the Web -Overview




     Frankfurt, 06. December 2008            © 2008 IBM Corporation
IBM Global Business Services




Interactive Risk Analysis over the Web -Details




     Frankfurt, 06. December 2008             © 2008 IBM Corporation
IBM Global Business Services


Location Intelligence –Sales Potentiale unter Berücksichtigung
des Risikos konsequent ausschöpfen




      Frankfurt, 06. December 2008                   © 2008 IBM Corporation
IBM Global Business Services




IBM-Cognos & PitneyBowes MapInfo LIC




    Frankfurt, 06. December 2008       © 2008 IBM Corporation
IBM Global Business Services


          Cognos Positioned in Leaders Quadrants
          BI Platforms and CPM Suites Magic Quadrants




Source: Gartner “Magic Quadrant for CPM Suites, 2007, Nigel Rayner, Neil Chandler, John E. Van Decker, December 19, 2007
“Magic Quadrants for Business Intelligence Platforms, 2008”, J, Richardson, K. Schlegel, B. Hostmann, N. McMurchy, February 1, 2008




                  Frankfurt, 06. December 2008                                                                                        © 2008 IBM Corporation
IBM Global Business Services




Contact Details




                                    Friedel Jonker             Wilhelm-Fay-Strasse 30-34
                                    Dipl.-Kaufmann             D-65936 Frankfurt
                                    Managing Consultant
                                    CRM & BI                   Phone (+49)-69-6645-1227
                                    Global Business Services   Fax (+49)-69-6645-5640
                                                               Mobile (+49)-160-9638657
                                                               Jonker@de.ibm.com




     Frankfurt, 06. December 2008                                                          © 2008 IBM Corporation

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Intelligent Sales & Risk Performance Management Cognos Pb Map Info2008

  • 1. Don´t wait That the future comes to you Start Creating your own future Intelligent Sales & Risk Performance Management (ISRPM) auf Basis von IBM-Cognos und PitneyBowes-MapInfo Frankfurt - Dezember 2008, Version 1.0, 06.12.2008 Friedel Jonker IBM, Managing Consultant, CRM & Business Intelligence THINKING. SEEING. UNDERSTANDING. © 2008 IBM Corporation ACTING.
  • 2. IBM Global Business Services Intelligence Cycle for intelligent Sales & Risk Performance Management (ISRPM) ISRPM Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 3. IBM Global Business Services The broader IBM global integrated capabilities differentiate us significantly IBM Industry Specific Business Solutions & Expertise Communications Distribution Financial Services Industrial Public Third Party IBM Alliances Technology Ab Initio MARKETING SALES SERVICE to Power Avaya Cognos Acxiom CRM Strategy Callidus DB2 Chordiant e-Server Cisco Systems Marketing & Sales Service DWL Lotus Transformation Transformation Epiphany Rational Informatica Contact Center Optimization PB MapInfo Tivoli Oracle/Siebel Websphere Business & Location Intelligence SAP Business Optimization (BO) SAS SteppStone Unica Infrastructure & Support Learning Knowledge Management Methods & Tools Solution Delivery Centers Thought Leadership IBM Research Center for Business Optimization Optimization & Analytics Advanced Call Center Solutions Information Mining IBM Global Financing IBM Global Delivery Centres of Excellence Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 4. IBM Global Business Services Questions that Drive Sales & Risk Performance Single Platform for SRPM Decision Making Single Platform for SRPM Decision Making Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 5. IBM Global Business Services Information On Demand From data to Business Optimization Financial Workforce Dynamic Customer & Product Risk Insight Optimization Supply Chain Multi-Channel Better Business Profitability Marketing Business Optimization Outcomes Plan, understand and optimize Plan, understand and business performance optimize business performance End-to-End Establish and maintain an Capabilities Establish and maintain accurate, trusted view of information an accurate, trusted view of information Flexible Architecture for Leveraging Existing Investments Other Information Manage data and content Sources over its lifetime and as Manage data and Use data and content part of processes content over its as part of business lifetime processes Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 6. Cognos 8 BI & IBM Software , Hardware , Services for ISRPM IBM Global Business Services Cognos 8 BI Cognos GO Mobile Portal Cognos GO Office Ad Hoc Query HTTP Server Comparative Analysis WebSphere Portal Workplace Event Management GO! Search ROUTER/FIREWALL System x (Win/Linux) Reporting Business Analysis System p (AIX/Linux) Dashboarding IBM Services Business Metrics Scorecarding WEB SERVERS: Business Performance Management Enterprise Planning Web Gateways, Web Services API Design Industry Standard Portals Implementation All Administration Optimization Cognos Application Firewall Outsourcing – Insurance Industry FIREWALL/ENCRYPTION App. Server Studio Development JOB PRESENT- CONTENT Tools QUERY AUDIT METRICS EVENT SCHEDULING ATION MANAGER MONITORING eMail SERVICE SERVICE SERVICE SERVICE SERVICE SERVICE SERVICE SERVICE Distribution System Mgmt Job Scheduling System x (Win/Linux) System p (AIX/Linux) FIREWALL/ENCRYPTION SQL MDX COMMON METADATA WebSphere Data/MetaStage DB2 CubeViews CONTENT & METRICS STORE SECURITY PROVIDERS AUDIT DB2 UDB LDAP, Active Directory, RDBMS, UNIX, Sys, Logs, IBM Industry Models Rose NTLM, Netegrity, SAPBW, NT Event Log All RDBMS & OLAP sources Cognos Namespace, WebSphere Information Integrator Design System i Custom Providers System Monitoring IBM Services (Classic, Content, UIMA) Implementation System p Directory Server DB2 UDB Reporting & Analysis Integration System x Access Manager Performance Analysis System z Frankfurt, 06. December 2008 Data Warehouse © 2008 IBM Corporation Optimization
  • 7. IBM Global Business Services Zugriff auf alle ISRPM relevaten Datenquellen Uneingeschränkte Möglichkeiten der Kombination von Datenquellen: überwindet RDBMS vs. OLAP Verminderte Endanwender-Komplexität. Konsistenz, Integrität und Genauigkeit der Daten gewährleistet REPORTING & DASHBOARDING ANALYSE EVENT MANAGEMENT SCORECARDING Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 8. IBM Global Business Services ISRPM-Reporting und Dashboarding Beschleunigt die Zeit zum Erstellen und Bereitstellen beliebiger Berichte inklusive vollständiger Abdeckung von Geschäfts-, Produktions- und personalisierter Berichte und Dashboards Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 9. IBM Global Business Services ISRPM-Dashboard: Components Interactive Navigation Tables Maps Charts Gauges Action Buttons Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 10. IBM Global Business Services Realtime ISRPM on the BlackBerry Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 11. IBM Global Business Services Cognos 8 for ISRPM - einfach, komplett & bewährt Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 12. IBM Global Business Services From Data to Competitive advantage Data Information Knowledge Location Competetive Intelligence advantage, profit • Visualising • Data Integration • Cause and effect • Even clearer • Structured Performance • Aggregation • Reporting understanding • Data Warehousing • Analysis •Analysing •Better • Data Marts (Data Mining,OLAP) Decisions based on • Distribution •Accurate Location information •BI with Management FACTS •More DW integrated with effective Location Planning Intelligence •Better resource utilisation DM DM WWW.COM • Un-structured Demo GIS Enhanced Graphics Enriched User Improved Data Analysis Performance Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 13. IBM Global Business Services The ISRPM Location Intelligence (LI) Solution Architecture Site Analysis Location Planing SFE Claims Mgmt. IBM Cognos Customer Segmentation Sales Mangement Sales Support Call Center … .... Crime Analysis Direct Marketing Mobile GIS CRM .... .... View & Analysis Power User ? Enduser Systems Geocoding Routing Grid 3D Datainput Analysis Visualization „Geo On Demand“ Web Service, Java, .NET Web Service, Java, .NET Application & Web ODBC, OCI, NAS Server Analysis Routing Geocoding Visualization Administration User Management Secutrity ODBC, OCI Spatial Data Business Database Intelligence Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 14. IBM Global Business Services „ISRPM with Geo On Demand“ Providing a well-defined set of location functionality through webservices (SOA) proven to support and enhance real business processes envinsa Map Route Data Analyse Geocode Web Services Java .NET ERP Call Business CRM System Center Intelligence System Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 15. IBM Global Business Services Google Maps is driving LI and ISRPM Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 16. IBM Global Business Services Location Intelligence is more than Mapping Visualization Analysis Geocoding Direct Marketing Routing Sales Management Data Risk Management Routing Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 17. IBM Global Business Services The LI-Layer Concept In an analog map there are all informations in one view. In a GIS (Geographical Informations System) all information could be individual used Every attribute will be placed in a seperate information layer Every Layer is a transparent foil The view of the layer could be individually changed Adding or deleting layers is alltime posible The layer concept allows to combine geographical data with corporate data from datawarehouses Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 18. IBM Global Business Services Location Intelligence –Sales & Risk Segments Mapping Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 19. IBM Global Business Services Interactive Risk Analysis over the Web -Overview Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 20. IBM Global Business Services Interactive Risk Analysis over the Web -Details Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 21. IBM Global Business Services Location Intelligence –Sales Potentiale unter Berücksichtigung des Risikos konsequent ausschöpfen Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 22. IBM Global Business Services IBM-Cognos & PitneyBowes MapInfo LIC Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 23. IBM Global Business Services Cognos Positioned in Leaders Quadrants BI Platforms and CPM Suites Magic Quadrants Source: Gartner “Magic Quadrant for CPM Suites, 2007, Nigel Rayner, Neil Chandler, John E. Van Decker, December 19, 2007 “Magic Quadrants for Business Intelligence Platforms, 2008”, J, Richardson, K. Schlegel, B. Hostmann, N. McMurchy, February 1, 2008 Frankfurt, 06. December 2008 © 2008 IBM Corporation
  • 24. IBM Global Business Services Contact Details Friedel Jonker Wilhelm-Fay-Strasse 30-34 Dipl.-Kaufmann D-65936 Frankfurt Managing Consultant CRM & BI Phone (+49)-69-6645-1227 Global Business Services Fax (+49)-69-6645-5640 Mobile (+49)-160-9638657 Jonker@de.ibm.com Frankfurt, 06. December 2008 © 2008 IBM Corporation