Cognos Planning Implementation Roadmap
Part of the Congos Solutions Implementation Methodology, this roadmap is your step-by-step guide for completing a successful planning implementation.

Cognos Controller Implementation Roadmap
Part of the Congos Solutions Implementation Methodology, this roadmap is your step-by-step guide for completing a successful Cognos Controller implementation.

Allocations Planning
This Blueprint allows cost-center managers to allocate all or part of their expenses to the appropriate profit centers. Profit-center managers collaborate with cost-center managers to either accept or reject the proposed allocations.

Capital Project Planning
This Blueprint manages capital project requests, their justification, and the capital request approval process.

Discretionary Capital Expenditure Planning
This Blueprint facilitates planning for capital spending, while ensuring that projects adhere to established corporate guidelines.

Expense Planning and Control
This Blueprint uses projections from planning systems or other Blueprints, as well as actual history, to drive budgeting and expense planning processes.

Initiative Planning
This Blueprint uses projections from other Blueprints or planning systems as well as actual history to drive labor or capital expense planning for new initiatives.

Risk Analysis
This Blueprint enables a corporation to analyze and assess risks associated with future performance, and quantify risk mitigation strategies.

Sales Compensation Planning
This Blueprint enables organizations to manage compensation targets and commission payouts, archive historical data and previous projections for reference and analysis, and link sales compensation plans with headcount projections and integrated financials.

Sales Planning and Forecasting
This Blueprint enables organizations to manage revenues, archive historical data and previous projections for reference and analysis, and integrate the sales planning process into supply chain forecasts, headcount projections, sales compensation planning, and integrated financials.

Strategic Financial Planning and Forecasting
This Blueprint aligns strategic and financial objectives to synchronize and coordinate operational plans across the enterprise.

Strategic Long Range Planning
This Blueprint uses projections from the Strategic Financial Planning and Forecasting and the Initiative Planning Blueprints to assess the impact of market growth factors and strategic initiatives on corporate P/L projections over a five-year period.

Workforce Planning (formerly referred to as Headcount and Compensation Planning)
This Blueprint provides forward-looking visibility into workforce decisions at both the divisional and company levels. Headcount projections can then be leveraged as drivers in other planning processes.

Workforce Resource Management
This Blueprint enables front-line managers to align worker staffing and scheduling with business drivers. It is short-term in scope, but highly detailed.

Close, Consolidate, and Report
This Blueprint helps companies quickly address gaps and weaknesses in the financial close process, make focused investments, and optimize the use of technology.

Group Consolidation and Corporate Reporting
This Blueprint streamlines the close, consolidate, and reporting process. It keeps reporting numbers for European IFRS in one place, in the same format, for faster, more reliable management and regulatory reporting.

Management and Financial Reporting
This Blueprint helps increase efficiency in the financial consolidation process. It provides timely distribution of performance reports to business managers, who are often underserved with the performance information critical for decision

Financial Services: Branch Performance
This Blueprint was developed to help retail banks perform detailed top-down and branch-up revenue and expense planning to ensure organization-wide alignment with strategic objectives.

Financial Services: Corporate Banking Customer Segment Performance
This blueprint enables commercial, corporate and investment banks to create profit and loss statements for customer segments or for large, individual corporate customers. It allows managers to report on and analyze profitability and plan initiatives to improve segment results.

Financial Services: Insurance Product Profitability
Insurance Product Profitability Performance Blueprint lets insurers create business segment profit-and-loss statements and balance sheets by product line, product, and brand. The Blueprint allows business analysts, product managers, and finance executives to report on and analyze profitability, to create P&Ls and balance sheets, and to plan initiatives to improve business segment results.

Financial Services: Retail Banking Customer Segment Performance
This blueprint enables retail banks to create profit and loss statements at the customer segment level and report on and analyze profitability. It also helps managers plan sales and marketing initiatives to improve segment results.

Financial Services: Risk Adjusted Profitability
Developed in cooperation with IBM, this Blueprint enables financial institutions to incorporate risk calculations into an enterprise-wide, distributed profitability management process.

Manufacturing: Sales and Operations Planning
This Blueprint allows management to reconcile sales and demand forecasts with supply plans using a single, integrated performance management framework that ensures enterprise-wide alignment.

Manufacturing: Trade Promotion Management
This Blueprint enables brand and category managers as well as sales executives to evaluate multiple trade promotion scenarios, helping to effectively plan promotional activities that will lead to the greatest increases in sales and margins.

Life Sciences: Clinical Trials
This Blueprint helps pharmaceutical companies better anticipate clinical trial resource requirements and accompanying expenses in order to comply with FDA filing requirements.

Life Sciences: Clinical Trial Enrollment Forecasting
This Blueprint offers analytics to help ensure adequate patient participation and facilitate collaboration between managers, analysts, and individual investigator sites. It links enrollment data to financial data to show the dollar effect of differing enrollment projections.

Life Sciences: Sales Quota Allocation
This Blueprint leverages Cognos 8 Planning and Cognos 8 BI to enable incentive compensation analysts and sales managers to determine the proper sales quota for each territory, addressing changing market conditions while meeting corporate revenue objectives.

Life Sciences: Sample Optimization
This Blueprint enables pharmaceutical executives to develop and implement sample allocation plans that are in line with corporate revenue objectives.

Government: Program Objective Memorandum (POM)
This Blueprint allows U.S. government agencies to make better resource allocations and shorten the Program Objective Memorandum (POM) submission cycle by months.

Government: Enrollment and Tuition Planning for Higher Education
Colleges and universities can use this Blueprint to align forecasts for student enrollment and tuition revenue with faculty, staff, and resource requirements, and plans for future growth.

Retail: Store Development
This Blueprint offers integrated financial planning capabilities that let retailers easily understand which store development plans deliver the highest business benefits, best returns and greatest support for corporate objectives.

Retail: Store Operations (P&L) Planning
This Blueprint helps retailers perform collaborative store-level revenue and expense planning to ensure that individual store plans are in line with corporate targets.

Retail: Strategic Merchandise Planning
This Blueprint helps retail managers and executives meet sales objectives and profitability goals. It provides an improved merchandise planning process – including planning, metrics and reporting – that is fully synchronized with finance, operations and marketing.

Retail: Strategic Promotion & Marketing Planning
This Blueprint enables retail managers to model multiple promotional scenarios, measure costs and sales, monitor vendor funds and compliance, and analyze campaign effectiveness.

Cognos 8 Planning 8.2 Technical Administration
A three-day, instructor-led course that combines lecture material and hands-on practice in installing, administering, and troubleshooting Analyst and Contributor.