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									Performance Management
Reporting from Cognos Finance




“ConstructionSkills”

 A case study presented by
Alan Sutton, LSA Solutions
        Performance Management
          Reporting from Cognos Finance



Why Me?



   Client representative unable to be here


                 David Hicks
                  (back in the UK)
                     Performance Management
                        Reporting from Cognos Finance



     Who are we?
 Formerly LEX Software Associates (founded in 1996)
 Cognos (SI) Systems Integrator Partner since year 2000
 embraced Cognos “Office of Finance” culture at launch
 an elite professional “application services” consultancy
                   Performance Management
                    Reporting from Cognos Finance


Key Personnel
 Alan Sutton          Investor and                  Cognos Finance
                       Principle Associate           Cognos8 BI & Planning
                                                     Cognos8 Controller
 Mark Cracknell       Consolidation and Reporting   Cognos Finance
                                                     Cognos8 Controller
 Nick Maiden          Business Intelligence         Cognos8 BI
                                                     Cognos Training
 Robert Howell        SQL database management       Cognos8 Planning
 Mike Flarry          Commercial Manager            Sales &Marketing
                     Performance Management
                        Reporting from Cognos Finance



     Who are they?
 previously Construction Industry Training Board - CITB
 from 30 March 2007 known as “ConstructionSkills”
 national training organisation for construction in the UK
 became a Sector Skills Council (SSC) Partner in 2004
                     Performance Management
                        Reporting from Cognos Finance



     Who are they?
 operate throughout England, Scotland and Wales
 legal status – registered charity (no. 264289)
 ITB status under Industrial Training Act 1982
 funded by levy, grants and commercial activities
                    Performance Management
                       Reporting from Cognos Finance



     What do they do?
 deliver improved safety and better trained workforce
 promote positive image of construction industry
 spot and respond to trends more effectively than individual companies
 lobby Government for necessary regional and national funding
                 Performance Management
                      Reporting from Cognos Finance



                      ConstructionSkills
An organisation of seven directorates

   Skills Strategy
   Managing Agency
   Advisory Services
   Business Services
   National Construction College
   Communications and Marketing
   Corporate Services
                Performance Management
                   Reporting from Cognos Finance



                  Mission Statement
A fully skilled and professional UK
construction industry working safely
and delivering value
                        Vision
To be the enterprise that people want to
work with and for, in order to create a fully
qualified and professional UK construction
industry
                  Performance Management
                     Reporting from Cognos Finance



                         Objectives
 financing all activities without need of „levy‟ support
       promoting careers in the construction industry
       managing apprentices and training specialists
       providing qualifications and certification services
 financially self-sufficient
       significant additional income from other sources
       return 100% of levy to industry in form of grants
more commercial approach
       staff training schemes now in place
           Performance Management
              Reporting from Cognos Finance



                    Targets
 higher levels of performance
       benchmarking against the best
 reduced costs
       increase non-levy income
 cut bureaucracy
       improve customer satisfaction

   Simpler        - be smarter
   Faster         - respond to needs
   Closer         - understand needs
                     Performance Management
                        Reporting from Cognos Finance


                Cognos Finance – The Last Ten Years
1997: LEX2000 Financial Reporting System - 10 User application installed (Feb)
                          ‘single version’ monthly management accounts
1998: Upgraded to 60 User Networked LEX2000 system on Citrix Winframe
                          integration of financial and management accounting
1999: Cognos buys LEX2000. SAP ledger systems replaced Agresso (mid-year)
        LEX2000 becomes only source of ongoing record of historical activity
2000: Single Finance department
        System rebuilt with 13 text periods
        Cognos Finance replaces LEX2000
2001: Forecasting using Cognos Finance
        “Inside Excel” spreadsheets deployed
2002: Cognos Finance ‟65 User‟ application
        5-year Plans, goals and rolling targets
                     Performance Management
                        Reporting from Cognos Finance


                Cognos Finance – The Last Ten Years
2003: Management focus on business activities
                          CF allocations to derive ‘core’ and ‘non-core’
2004: Monthly forecasting introduced
                          Cognos Finance Excel add-in functionality used
2005: “Beyond Budgeting” philosophy implemented
            based upon reliability and success of CF forecasting, now 100 Users
2006: Performance Management Pack
        Cognos8 BI evaluation with CF starts
2007: “ConstructionSkills” launched
        Monthly reporting using Cognos8 BI
        with data direct from Cognos Finance
        and Metrics Studio (multiple sources)
                 Performance Management
                   Reporting from Cognos Finance


           Financial Reporting the Change Process

                 Traditional:    Single view of organisation

                  Views driven by Cognos Finance allocations
                    (complex and subjective allocation matrix used)



Current:              Trust Model
Multiple Views        SOFA View
                      Activity Analysis
               Performance Management
                 Reporting from Cognos Finance


            Financial Reporting the Change Process

               Traditional:    drawn-out „close‟ routines

                 Cognos Finance enables „fast close‟
                 - monthly management pack issued Day 2
                 - annual accounts ready for audit within 12 working days


Current:
Cognos Finance integrated with SAP
             Performance Management
               Reporting from Cognos Finance


          Financial Reporting the Change Process

             Traditional:    Mirror to Past Performance

                Cognos Finance enables predictive YOYAC
                      (rolling year on year actual comparisons)



Future:    Encouraging Finance Team
           to act as telescope to identify
           future direction and performance
   Performance Management
     Reporting from Cognos Finance


Financial Reporting the Change Process
                                     Performance Management
                                          Reporting from Cognos Finance


                                Financial Reporting the Change Process
ConstructionSkills                                                                                                                                                                            2007
Corporate Scorecard Targets




                                                       Directorate




                                                                                                                                                                                   Movement
                                                                                               Threshold




                                                                                                                                                                        Exceeded
                                                                             Actuals




                                                                                                                                     Target




                                                                                                                                                       Above
                                                                                                                    Below
                                                                              YTD




                                                                                                                                                                                                 Risk
Business Targets
Proportion of employers claiming grant         CS                    29.8%             35.8%               35.9%            36.0%             36.4%            36.8%
Employers investing in training - TP's + IiP   Field                 2,868             3,790               3,895            4,000             4,300            4,600
NVQ/SVQ achievements through OSAT &
EWA (000's)                                    BS                     20                35                  40               45                48               50
Health and Safety Test passes (000's)          BS                     202               215                 223              231               239              247

Recruit female and ethnic minority trainees    Field                  22                386                 425              463               510              556

Framework achievements (%)                     App                   66.0%             66.0%               68.0%            70.0%             73.0%            75.0%
Programme-Led Pathway starts                   App                     0               1,000               1,500            2,000             2,100            2,200
STEP into Construction job outcomes            Field                  141               515                 520              525               575              625
NCC adult training efficiency                  NCC                    71.5              72                  73               74                76               78
Levy / grant cost efficiency                   CS                    0.72%             1.40%               1.37%            1.35%             1.34%            1.33%

Non-Levy income (net) margin (£000s)           CS                    14,256            9,920               12,790           15,660            20,160           24,660
Employee Satisfaction Survey                   C&M                    37                41                  42               43                44               45
Employer Satisfaction Survey                   CS                     n/a               7.3                 7.4              7.5               7.6              7.7
ConstructionSkills Awareness (%)               C&M                    62                57                  61               65                70               75
Board Evaluation.                               All                   n/a               Th                  Be               Ta                Ab               Ex
                                Performance Management
                                 Reporting from Cognos Finance


                       Financial Reporting the Change Process
ConstructionSkills
Forecast Year End Score
                                                                                        Exceede
                                                                                        d


                                                                                        Above



                                                                                        Target



                                                                                        Below



                                                                                        Threshol
                                                                                        d
                                        May
Forecast




                                                                            Nov
                                              Jun




                                                                Sep
                 Feb




                                                                      Oct
           Jan




                          Mar




                                                                                  Dec
                                                    Jul
                                  Apr




                                                          Aug
 Board
                        Performance Management
                         Reporting from Cognos Finance


                  Financial Reporting the Change Process
ConstructionSkills
Non Levy Income                                 2007 F'cast Non-Levy Income
                                                2007 F'cast Non-Levy Income (net) margin


  60

  50

  40

  30
£m




  20

  10

     0
          Jan     Feb   Mar   Apr   May   Jun     Jul        Aug        Sep        Oct     Nov   Dec
                  Performance Management
                     Reporting from Cognos Finance



  Cognos Finance integration with Cognos8 project
Pre-requisites
 Cognos8 Business Intelligence (current version 8.2)
 Directory Server (Sun Java; have a mix of AD and Novell)
 Access Manager (common logon authentication)
 Cognos Finance upgrade (current version 7.4 MR1)
 A suitable Server [Windows2003 SP2 seems standard in UK]
(Note: ConstructionSkills suffered a 3 month delay due to lack of hardware)
                    Performance Management
                      Reporting from Cognos Finance



     Cognos Finance integration with Cognos8 project
Cognos Finance Configuration Server
i.    setup Network API connection

Access Manager
i.     Create User Classes and setup Users

Cognos8 Framework Manager
i. create Cognos8 project
ii. metadata wizard – to build model and connect to CF data source
iii. publish Cognos8 package – to make available in Cognos8
                    Performance Management
                      Reporting from Cognos Finance



     Cognos Finance integration with Cognos8 project
Step 1: Change CF Security to Access Manager
Step 2: Create Users & Classes in Access Manager
                    Performance Management
                       Reporting from Cognos Finance



     Cognos Finance integration with Cognos8 project
Step 3: Setup User Classes within CF Security
Step 4: Configure Cognos Finance Server
                    Performance Management
                       Reporting from Cognos Finance



     Cognos Finance integration with Cognos8 project
Step 5: Test the Network API connection in Excel



Ensure services are running
                    Performance Management
                       Reporting from Cognos Finance



     Cognos Finance integration with Cognos8 project
Step 6: Cognos8 Framework Manager
a)   Create a project
b)   Add a data source (Cognos Finance)
c)   Connect to model
d)   Publish the Package

                  Demo
                 Performance Management
                   Reporting from Cognos Finance



   Cognos Finance integration with Cognos8 project
Step 6: Cognos8 Framework Manager
                 Performance Management
                   Reporting from Cognos Finance



   Cognos Finance integration with Cognos8 project
Step 6: Cognos8 Framework Manager
                 Performance Management
                   Reporting from Cognos Finance



   Cognos Finance integration with Cognos8 project
Step 6: Cognos8 Framework Manager
                 Performance Management
                   Reporting from Cognos Finance



   Cognos Finance integration with Cognos8 project
Step 6: Cognos8 Framework Manager
                 Performance Management
                   Reporting from Cognos Finance



   Cognos Finance integration with Cognos8 project
Step 6: Cognos8 Framework Manager
                    Performance Management
                        Reporting from Cognos Finance



     Cognos Finance integration with Cognos8 project
Step 7: Cognos8 Connection

Step 8: Analysis Studio Data Selection
        Report Studio    Formatting
        Cognos Viewer    Presentation

        Metric Studio    Scorecards
        Cognos Viewer    Presentation

                               Demo
                   Performance Management
                     Reporting from Cognos Finance



    Cognos Finance integration with Cognos8 project
Step 7: Cognos8 Connection
                   Performance Management
                     Reporting from Cognos Finance



    Cognos Finance integration with Cognos8 project
Step 7: Cognos8 Connection
              Performance Management
                  Reporting from Cognos Finance



Cognos Finance integration with Cognos8 project
  Analysis Studio Data Selection
  Report Studio   Formatting
  Cognos Viewer Presentation

  Metric Studio    Scorecards
  Cognos Viewer    Presentation




                         Demo
                   Performance Management
                    Reporting from Cognos Finance


Step 8: Example
Basic Report and
chart in Cognos8
                 Performance Management
                   Reporting from Cognos Finance


   Cognos Finance integration with Cognos8 project
Problems encountered
a. Lack of knowledge within Cognos UK
b. Lack of information on Partner web-site
c. No access to Cognos field support
d. No CF integration training available to UK Partners

How resolved
a. Endless meetings with Cognos in the UK
b. Cognos UK sent copy of CF database to Princeton
c. Best Practice guidance (draft) by email 10 May
                  Performance Management
                     Reporting from Cognos Finance


  Cognos Finance integration with Cognos8 project
Best Practice Understanding Jan 2007
-Query Studio may not work well with certain Cognos Finance data source
-Children with multiple parents (Alternative hierarchies) in Cognos Finance
may cause slow data loading in Cognos8 Report Studio and Analysis Studio
Best Practice Advice May 2007
-Create “Reporting” submissions in Cognos Finance (single hierarchy)
-Cognos8 Framework Manager connection to “Reporting” submission.
Result Sept 2007
-Client satisfied
-Cognos8 Performance Management Reporting from Cognos Finance
                    Performance Management
                       Reporting from Cognos Finance


                 ConstructionSkills – next steps?
 Cognos8 Metrics Studio (to use data from other systems)
  SAP (financials)
  Mytas (student registration scheme)
  Cognos Finance (rolling forecasts)

 Cognos8 Planning
 Cognos8 Go! Now (operational BI)
Cognos Finance,
moving forward.

    Q&A

								
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