SugarCon 2013: Smarter CRM: Leveraging IBM Cognos BI with Sugar
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Charles Hicks, SugarCRM The volume and types of data you can now easily capture around your customers are increasing at an explosive place. Social media, web activity, and other data points can provide valuable customer insights. But, you need powerful business intelligence tools to analyze the huge amount of information you can glean from your interactions and customer activity. This session will illustrate how SugarCRM’s integration with the IBM Cognos Business Intelligence platform can yield smarter CRM and guide more informed business decisions.
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SugarCon 2013: Smarter CRM: Leveraging IBM Cognos BI with Sugar
- 1. Leveraging IBM Cognos BI with Sugar Charles Hicks Solution Architect
- 2. Integrations to date… Product Function Release Date Integration CastIron Data Management 2011-04-01 Connector Cognos BI Business Analytics TBD Toolkit Connections Enterprise Collaboration 2012-06-07 SugarCRM Module DB2 (LUW only) Relational Database 2012-02-29 DB Driver Lotus Notes Email and Calendaring 2011-06-01 Notes Plugin PureSystems Converged Infrastructure TBD Pattern *SmartCloud Enterprise IaaS Cloud Provider 2011-11-01 Public Image SmartCloud for Social Business Enterprise Collaboration (SaaS) 2011-04-01 Connector Unica Enterprise Marketing TBD Toolkit
- 3. That which is measured, improves. 36%Growth in Revenues 15%Increase in ROIC 2xGrowth in EBITDA According to a recent study done by the IBM Institute for Business Value. Organizations that make extensive use of analytics 57%Increase in Competitive Advantage According to a recent study done by IBM Institute for Business Value and MIT Sloan Management Review.
- 4. IBM Business Analytics Portfolio Call centerExecutive . MarketingRouting ManagerOperations planningCustomer experience How are we doing? What should we be doing?Why? Immediate, visual insight into business performance Self-service analysis of trends and patterns Insight to determine strategy, allocate resources and set targets Message sources Relational sources Application sources OLAP sources Modern and legacy sources Smartphone Browser TabletEmail Dashboards Scorecards Reports Queries Analysis Real-time Predictive modeling Planning/ budgeting IBM Business Analytics capabilities Unstructured data IBM Business Analytics platform Big data 3rd Party Application In-solution now
- 5. Add Report as Dashlet
- 6. Add Report as Dashlet
- 10. Create Reports
- 11. Edit Reports
- 12. Active Reports
- 13. Dashboards
- 14. Features • Sugar Model for Cognos • Author, Embed, Report in Sugar • Enforcement of Sugar Permissions • Single Sign-On • Example Reports
- 15. Components • Installable Sugar Module • Framework Model XML • Example Reports • Authentication Plugin Installation takes about 2 hours
- 16. Architecture Sugar Database Enterprise BI (Cognos) Sugar UI Sugar DB Sugar DW (future) Dashboards • Query framework model • Row-‐level security • Drill-‐down and drill-‐ through examples • Sample analysis and reports • Loosely coupled (urls) • Deeply coupled (dashlets)
- 17. Authentication Sugar Cognos Sugar User & Application Data PHP Session ID Session Validation Login Page Credential Validation Java Authentication Provider Password Hash Webservice
- 18. Demonstration!