IBM Planning Analytics PDF

IBM Planning Analytics Plan. Predict. Prosper. Analytics Lifecycle Create more accurate plans, budgets & forecasts Optimize Report, monitor business decisions and analyze you...

IBM Planning Analytics Plan. Predict. Prosper. Analytics Lifecycle Create more accurate plans, budgets & forecasts Optimize Report, monitor business decisions and analyze your data with confidence Develop, deploy Gain deeper insights and manage models to see all contributing patterns 2 Successful organizations start with a plan 01 02 03 04 05 Define goals and Gather relevant Analyze and Implement and React objectives data evaluate monitor and adjust Set feasible targets Pull data from across Identify successful Collaborate and focus Revise and evolve with and budgets the organization trends and patterns Compare budgets to market shifts Make timetables clear Data may be in Develop contingencies actuals Track performance Project the impact disparate sources and and alternatives Communicate status and make corrections stored in local Iterate and revise to stakeholders spreadsheets Make data available to decision-makers 3 The problem Advantages Disadvantages ↓ Spreadsheet-based planning – Easy to understand – Manual processes Spreadsheets (everyone knows Data Sources and uses Excel) – Analytical silos SCM – Flexible – Multiple versions of the truth CRM – Low overhead GL – Difficult to maintain ERP – Not secure The Organization Sales HR Finance Ops What is IBM Planning Analytics? With built-in data analytics and user-friendly interfaces, you can easily uncover deep insights without ever having to export data to other tools - with high performance at scale. Automate key processes and augment human intelligence to maximize team effectiveness – spend more time on analysis and higher-value work. Agility Collaboration Easily adjust plans and forecasts in Synchronize processes and data real time to anticipate or adapt to across the organization, from changing business strategies and finance to operations, to create conditions. more accurate, integrated plans Acceleration Reduce planning, forecasting, analysis cycles and get real-time insights to make more informed decisions Plan. Predict. ↓ Prosper. Finance Supply Chain Sales Improve the accuracy and Build synchronized, agile and Deliver comprehensive reliability of financial plans and resilient supply chains with an analytics, greater forecast forecasts and create a holistic integrated planning process. accuracy, growth in top-line view of performance. revenue and shorter sales cycles. Workforce Marketing IT Planning Sustainability Develop a dynamic workforce Determine the right marketing Dynamically plan, track and Drive your sustainability goals blueprint that enhances mix and resources to drive the manage IT projects and IT down to the operational level business operations and highest ROI. portfolio to help determine with emissions reduction plans strategies. ROI. that save costs 6 Multivariate Understand Interdependencies Analyze Scenarios Multivariate AI forecasting Multivariate AI forecasting AI Forecasting uncovers the complex allows businesses to simulate relationships between variables. different economic or For example, in supply chain operational scenarios, management, it's essential to tweaking variables to see their understand how production potential effects. This helps volume impacts inventory and decision-makers develop more Create more reliable forecasts so transportation costs. robust strategies. you can make timely adjustments and stay on track to meet goals. Optimize Resources Gain Competitive Advantage By considering various factors, With multivariate AI multivariate models offer guidance forecasting, you can better see on efficiently allocating resources the future and quickly test across budgeting, workforce what-if scenarios. This can be planning, and capacity the superpower that helps your management, ensuring that organization optimize results every decision is data-informed and gain a competitive and strategically sound advantage. 7 Use Case: Continuous integrated financial planning and analysis Watch the demo Deliver accurate plans consistently: Easily create financial plans that go beyond the “You need to rely on the fiscal year, and AI-enhanced forecasts and visualizations translate insights into action. numbers being accurate. You need to Easy data crunching: Slice and dice massive historical and prospective data know that there’s a collections in real-time from various sources, all in one place. robust process that Fast data visualization: Create scorecards means the numbers and metrics to share financial metrics effectively, and compare actual results to reported are correct. performance targets. With no unknowns in Simple financial forecasts powered by AI: our applications, I can Use advanced scenario modeling and driver-based forecasting to test your sleep at night.” hypotheses and determine how your Phil Talbot business strategy will be impacted. Finance Director Use Case: AI-powered supply chain processes Watch the demo End to end visibility: Blend advanced analytics and what-if scenario analysis into “This year, we’ve been supply disruptions into opportunities. chain processes, in order to pivot quickly and able to improve our turn disruptions into opportunities. inventory position by One centralized platform: Streamline the about 16%. That planning process across the entire organization to achieve synchronized, means the company responsive and resilient SCM and operations. can support the Enterprise-wide collaboration: Share business with 16% information across all levels of the less inventory than it organization quickly to improve inventory optimization, capital, expense, revenue and maintained a year ago” demand planning. Violeta Nedelcu AI-infused demand forecasts: Identify Supply Chain Director and analyze trends and seasonality patterns in historical values and external data with AI forecasting functionality. Use Case: Sales planning and forecasting Watch the demo Collaborative sales planning solution: track and analyze sales rep performance, “Sales matrices that and sales capacity data in real time. Use the power of AI to optimize KPIs, increase used to take 3-4 days lead generation and drive new business. to compile and 2-3 A 360-degree view of sales performance: days to consolidate are Get real-time visualization of sales targets, sales quotas, capacity and incentives to now done in the click optimize sales processes, enhance productivity and reach revenue targets. of a button.” Marlé Bijker Strong tools for territory management: Principle BI and Data Warehouse Plan reliable territory forecasts and ensure Consultant achievable quota targets and compensation plans with what-if scenario modeling. AI-infused sales forecasts: Reduce the time to produce an accurate action plan and automate resource allocation and territory planning. Use Case: Agile workforce planning and forecasting Watch the demo People, your most valuable asset: Automate and streamline HR management “Our business is based processes – employment, salary, bonus, headcount and benefits planning – all in on people. IBM is one platform. helping us manage Flexible workforce plan: Instantly see the that critical asset much impact on business plans and HR costs, skills gaps, and talent acquisition more efficiently and challenges associated with different workforce scenarios. effectively than ever Visibility into HR metrics and KPIs: before.” recruit, up-skill, train and retain new and Nadia Bertoncini existing talent - while optimizing costs, Coordinator of Governance, increasing employee productivity, and Projects and HR Analytics reducing turnover rate. AI-infused workforce optimization: Perform what-if analysis to determine HR costs, headcount, compensation and skill set gaps. Use Case: Agile marketing planning solution Marketing planning made easy: Gain a deeper understanding of your target “IBM Analytics solutions audience needs and deliver a seamless personalized experience. are helping us understand the myriad Increase return on investment: Unlock insights for more cost-effective marketing of factors that make activities by measuring your organization’s impact on online sales, customer loyalty consumers choose one and lifetime value. product over another.” Optimize campaigns: Perform granular Donald Neumann market segmentation and create Demand Manager personalized campaigns, target market buying behavior and the popularity of products. Smart resource allocation: Break down resources based on performance or demand to create more effective marketing plans and forecasts. Track results on a granular level across all marketing campaign channels such as social media, content marketing, SEO, and websites. Use Case: Simplify IT planning Project planning: Track and manage resources, skills, project status and costs “Our IT group is using with comprehensive project plans. Leverage insights into asset and resource Planning Analytics for utilization to optimize spend departmental budgets Budgeting: Simplify with visibility into all and forecasting. Now data sources to help forecast spend more accurately and prioritize IT projects. Gauge that they don’t have to impact before making decisions using what-if scenarios. put all that data in Portfolio management: Cross-functional Excel, they can turn collaboration coupled with granular around the monthly insights into IT portfolio data enables better decision making. Refocus time spent results more quickly.” collecting data to strategic planning, Ron Lewis helping align IT with organizational objectives. VP, Financial Planning & Analysis Gyakorlat (Cognos Analytics) 1. Visit https://www.ibm.com/products/cognos-analytics 2. Click on “Try it free” 3. Login with IBM ID Valós adattárház (GOSALESDW) hozzákapcsolása a Cognos Analytics-hez és abból egy rövid elemzés elkészítése.ú - Adatforrás hozzákapcsolása (Data Server connection) - Adatforrás rövid elemzése - Régió és ország szinten a sales target mekkora https://ibm.box.com/v/Bitclub2felev 14 Házi feladat - https://ibm.box.com/v/Bitclub2felev Üzleti Szenárió: A GoSales cég, amely elektronikai termékeket és háztartási eszközöket értékesít, észrevette, hogy az éves eladási teljesítménye az utóbbi időszakban stagnál. Azért fordulnak a BI csapathoz, hogy megértsék, milyen termékek, vásárlói szegmensek és régiók hajtják az értékesítéseket, valamint hol vannak lehetőségek a növekedésre. Feladat: Készíts egy vagy több dashboardot, amelyek segítenek az alábbi kérdések megválaszolásában: Termékelemzés: Melyek a legjobban és legrosszabbul teljesítő termékkategóriák, termékcsoportok? Érdemes összevetni az eladásokat időszak szerint is (pl. havi, negyedéves bontásban). Vásárlói Szegmensek Elemzése: Melyek a legfontosabb vásárlói szegmensek (például demográfiai adatok, vásárlói típusok alapján) és hogyan befolyásolják az értékesítéseket? Földrajzi Elemzés: Mely régiókban történik a legtöbb eladás, és hol van lehetőség növekedésre? Fontos figyelembe venni az esetleges szezonális változásokat is. Időbeli Trendek és Előrejelzések: Készítsenek egy olyan riportot, amely bemutatja az eladási trendeket az utóbbi években, és próbáljanak előrejelzést adni a következő negyedévre vonatkozóan. Itt próbáld meg használni a Cognos Analytics forecast képességét. 15