Project summary |
Implementation of COGNOS-based CPM platform; Automation of planning and budgeting; metrics and score carding and different business levels; Modernization f existing DWH. |
Customer |
Large Heath Insurance provider after a period of growth organic and through acquisitions needed to improve the decision making and operational efficiency. |
Project geography |
USA |
Project objective |
The client’s existing management information management was characterized by heavy use of Excel, a stand-alone budgeting and reporting solution, no structured workflow for routing budgets for review and approval, and a proliferation of reports and offline worksheets without any standardization across business entities.
Primary business objectives of the corporate performance management (CPM) program were:
- Provide timely information to support better decision making
- Establish a platform to support management of score carding and analytical reporting
- Provide access to detail-level transactional data as well as integration with other internal and external data sources to increase the value of the information
- Standardize reporting and planning structures where possible
- Utilize driver-based planning and budgeting models
- Increase transparency
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Project highlights |
- Modernized corporate DHW with modern DWH design practices, such as conforming dimensions and facts and Data-marts enterprise bus
- Implemented COGNOS Planning Solution on top of consolidate CPM Data-mart with a reliable foundation of core data, reporting, and planning capabilities,
- Established a transparent and integrated driver-based budgeting and estimation system
- Standardized and automated budget workflow and approval process
- Designed and built a standard set of core financial reports that can be used across business entities
- Designed and deployed self-reporting capability that is based on centralized data source
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Project description |
Team and Process
- Defined clear vision and established senior management sponsorship, project road map in the organization
- Included both business and technology people in working project team, with clearly defined roles and responsibilities
- Managed user expectations and ensure user engagement throughout project cycle
- Prepare organization to adapt to business process changes and standardization
- Create data source ownership and understand business rules and cleansing logic for all data sources
- Planned for holistic design and staged rollout with iterative approach for design and development
- Thoroughly tested releases and established scalable technology infrastructure
Design and Technology
- Corporate DHW was enhanced with data from other source systems
- The COGNOS Planning now acts as a source for budget and estimate data to the DWH and Data-mart. Existing ERP system receives planning data from DWH
COGNOS 8 Business Intelligence uses DWH and Data-marts and implements Web-based standardized reports, business entities, and provides ad hoc and self-reporting capabilities to business users. |