The data model includes general ledger, financial dimensions, mappings, and financial reports. This component includes ETL from different source systems and transformation logic, from raw data to financial reports based on the mappings. A data warehouse can be build using different analytical databases and ETL tools.
Data analysis and reporting enable users to have fully automated financial reports. For example, statutory financial reports, management reports (P&L, Balance Sheet, Cash flow, Detailed cost reports, etc.). Additionally, ad-hoc analysis can be performed by the users as well as predefined dashboards and KPIs. Since the solution contains both planning and reporting components, a comparison between plan and actual is available. IBM Cognos Analytics is part of the solution used for data analysis and reporting. IB Cognos Analytics is an AI-fueled BI platform that supports the entire analytics cycle, from discovery to operationalization.
Cognos Analytics functionalities:
1. Helps you visualize your business performance
2. Uncover hidden patterns in your data
3. Share insights and collaborate with anyone in your organization
4. Automate data preparation
5. Craft interactive dashboards and reports
PI RefQ is a tool for reference data management stored in different ways across different databases, applications,
and systems of the organization. The use of the tool is enabled through an intuitive and easy-to-use user interface that can be configured to fit the needs of diferent users. This user interface provides users with the creation of reporting structures and their financial positions, as well as creating relationships between data or associating data to the created financial positions.
Basic PI RefQ functionalities:
1. Creating a report structure
2. Creating positions within a report
3. Creating relationships between data on previously created positions
4. Creating and managing analytic hierarchies
5. Intuitive user interface controlled by role-based security to support collaborated authoring of reference data
6. Ability to manage and map relationships between different reference data sets which exist in an enterprise
7. Import data from Excel
8. Export data to Excel
9. Data security through defined user roles
10. Versioning and auditing capability
11. Search capability
The planning component enables users to perform the whole planning process from preparing planning forms, gathering data from end-users, and performing calculations on top of collected data. The solution includes planning process workflow with different roles in the planning process (contribute/review/reject/approve), which provides full planning process control. Different versions and what-if scenarios can be created within the solution. In addition, besides annual plans (budgets), solutions include an option to perform forecasts until the end of the year or rolling forecasts. IBM Planning Analytics as integrated part of Solution is designed to promote collaboration across the organization and help keep pace with the speed of modern business. With a powerful calculation engine, this enterprise performance management solution helps you move beyond the limits of spreadsheets, automating the planning process to drive faster, more accurate results. Simplify massive amounts of data by unifying data sources into one single repository and empowering users to build sophisticated, multidimensional models that drive more reliable forecasts.
Key features of the solution include:
1. Microsoft Excel interface for easy adoption; 2. Multidimensional models to attain deeper insights; 3. Deployment options on Cloud or on-premises; 4. Easy-to-use self-service reporting and visualization tools; 5. Unlimited what-if scenario modeling in a personal sandbox.
Move away from ineffective planning and non-integrated reporting to
reliable and fast reporting, analysis, and planning tailor-made for your business.
Get your decision making in line with current trends in your business. Make your business plans data-driven.
Consolidate your data and adjust your planning at all organizational levels to get a clear overview of your business and always choose best business decisions.
PI Analytics solution is for medium, large and enterprise companies. Solution currently covers the finance business area. However, it is fully scalable and can be extended with Sales, HR, Investments, etc.
The General ledger is the basis for this solution and includes all relevant financial dimension such as:
PI Analytics solution can be integrated with other systems as a source for metadata and actual data.
Analysis of needs (Business & IT)
Functional Specification creation
Project hand-over and project closing
Solution is based on the IBM Cognos Analytics and IBM Planning Analytics platform and inherits from it all technical functionalities and capabilities, HW and SW prerequisites and compatibility with other software solutions.
The technical platform is based on VMware, Hyper-V, Cisco ACI, Citrix Netscaler, NetApp, 3PAR systems. All Mainstream data centers are Tier3 certified, and our SLA guarantees availability and performance at the service and application levels. The availability guarantee is 99.99%, and resources can be increased as needed within 24 hours.
Poslovna Inteligencija is the leading company in the field of analytical systems implementation and strategic ICT consulting in Southeast Europe. The company is registered in Zagreb and operates from offices in London, Stockholm, Vienna, Ljubljana, Zagreb, Belgrade, Podgorica and Sarajevo with more than 200 experienced consultants.
They are specialized in implementation of Intelligent Decision Support Systems and providing implementation services for Data Warehouse, Big Data, Data Integration, Data Engineering, Business Intelligence, Data Science, Data Mining, Machine Learning, Planning and Budgeting, Financial Consolidation, Data Governance, Data Quality, Master Data Management and Data Privacy solutions.