InfoCat Ltd

IBM Planning Analytics: Powered by TM1

Planning Analytics, formerly Cognos TM1, is a market-leading enterprise planning platform to transform your financial and operational planning cycle, from target setting and budgeting to reporting, scorecarding, analysis and forecasting

Planning Analytics is designed for public sector bodies that wish to improve budgeting, financial reporting, forecasting and business planning activities.

Features

  • Centralised, integrated financial performance management for budgets, plans and forecasts
  • Market-leading IBM Cognos TM1 multidimensional (OLAP) technology platform
  • Intuitive Planning Analytics Workspace to quickly create dashboards and visualisations
  • Library of visualisations to aid rapid understanding
  • Browser and Excel interfaces for plan input, reporting and analysis
  • In-memory processing delivers real-time calculation and consolidation
  • Two-way integration with cloud and in-house systems
  • Workflow enables management control of budget submission and review
  • Support Help-Desk manned by qualified consultants
  • Fast implementation by InfoCat, Europe's first gold-accredited TM1 partner

Benefits

  • Centralised application ensures consistency through "one version of the truth"
  • Reduces time for monthly close, gives more time for analysis
  • Eliminates time-consuming manual processes; develop budgets, forecasts and plans quickly
  • Powerful modelling functions enable users to develop comprehensive financial plans
  • Flexible reporting, from dashboards to traditional reports, supports all users
  • Leverages existing Excel skills for designing input templates and reports
  • Supports and manages multiple versions of budgets, plans and forecasts
  • Beyond spreadsheets approach drives efficiency and improved working practices
  • Finance-driven administration - needs minimal IT support
  • Confidence in support from one of Europe's most experienced partners

Pricing

£55.95 to £180.00 per user per month

  • Free trial available

Service documents

Framework

G-Cloud 11

Service ID

1 9 0 9 1 3 5 3 8 4 6 6 4 9 2

Contact

InfoCat Ltd

Ken Leedham

020 7735 7711

ken.leedham@infocat.co.uk

Service scope

Software add-on or extension
No
Cloud deployment model
  • Private cloud
  • Hybrid cloud
Service constraints
The service requires the customer to have business-class personal computers with Internet access and Microsoft Excel at supported versions listed at https://www.ibm.com/software/reports/compatibility/clarity-reports/report/html/softwareReqsForProduct
or as advised by Supplier
System requirements
  • Browsers: https://www.ibm.com/software/reports/compatibility/clarity/index.html
  • Excel: https://www.ibm.com/software/reports/compatibility/clarity/index.html

User support

Email or online ticketing support
Email or online ticketing
Support response times
Support Desk open UK business hours except those between the Christmas and the New Year Bank Holidays
Response Timetable
Severity Level - Classification - Acknowledge - Resolution
1 - Critical - Within 2 hours - Within 12 hours
2 - Serious - Within 4 hours - Within 1 day
3 - Degraded - Within 8 hours - Within 3 days
4 - Minimal - Within 24 hours - Worked on a time available basis
User can manage status and priority of support tickets
No
Phone support
Yes
Phone support availability
9 to 5 (UK time), Monday to Friday
Web chat support
No
Onsite support
Yes, at extra cost
Support levels
The support service includes reporting of issues by telephone and email, together with remote access support to aid diagnosis and resolution. There are two support levels: Software Support and Application Support. Support is handled through our HelpDesk, there is no single specific technical account manager or support engineer. Software Support Software support and maintenance includes access to new releases, upgrades and fixes, and the reporting and resolution of problems relating to the Planning analytics software. This support is included in the subscription cost of the cloud service. Application Support As an extended level of service, InfoCat also offers an Application Support service, which provides cover for the planning and reporting application itself, including the data integration processes with source data systems, rather than just the underlying Planning Analytics software. The cost is an annual fee based on the complexity of the application and therefore will be different for each client.
Support available to third parties
Yes

Onboarding and offboarding

Getting started
Clients implementing Planning Analytics for the first time will need support from us through implementation services and formal training. These are covered in detail in the section "Cloud Support"
Service documentation
Yes
Documentation formats
HTML
End-of-contract data extraction
The software includes the capability to download data. If the client also has Planning Analytics Local (ie, the same software but installed on-premises) then the TM1 models can be migrated.
End-of-contract process
On expiration or other termination of the contract, Buyer’s data and content will be destroyed. There is no additional cost for this.

Using the service

Web browser interface
Yes
Supported browsers
  • Internet Explorer 10
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari 9+
Application to install
Yes
Compatible operating systems
Windows
Designed for use on mobile devices
Yes
Differences between the mobile and desktop service
Administrator's functionality - but not business users' - requires desktop device, connected to cloud application by secure Remote Desktop Protocol (RDP).
Service interface
No
API
Yes
What users can and can't do using the API
The API enables you to perform create, read, update, and delete (CRUD) operations on TM1 data using standards defined by OData Version 4. The TM1 REST API conforms to the OData Version 4 protocol, which is based on RFC2119
API documentation
Yes
API documentation formats
HTML
API sandbox or test environment
No
Customisation available
Yes
Description of customisation
The service delivers an environment in which users can develop budgeting, planning and reporting applications. It includes the TM1 database and modeling engine. Users will customise all aspects of their application including database structure, business rules and calculations, input templates, report templates, dashboards, interfaces to external systems for data transfer.

Scaling

Independence of resources
In the standard configuration the database tier is a single tenant virtual environment, hosted on multi-tenant physical infrastructure. It includes up to 64GB RAM. This optimises performance for all users.

There is a premium configuration, at additional cost, which includes up to 512 GB RAM and is hosted in a single-tenant environment with a managed hypervisor and/or a dedicated physical server.

Analytics

Service usage metrics
Yes
Metrics types
Memory - usage, active threads, number of connections, memory in garbage//
Cubes - Total Memory Used, Memory Used for Views, Number of Stored Views, Number of Stored Calculated Cells, Number of Populated String Cells, Number of Populated Numeric Cells, Number of Fed Cells, Memory Used for Calculations, Memory Used for Feeders, Memory Used for Input Data//
Client - Message Count, Message Bytes, Request Count, Elapse Time, Bytes/Message//
Process and Chore - Current State, Completion Status, Client Name, Last Start Time, Last End Time, Last Duration, Next Activation Time, Current Process
Reporting types
Reports on request

Resellers

Supplier type
Reseller providing extra support
Organisation whose services are being resold
International Business Machines Corporation

Staff security

Staff security clearance
Staff screening not performed
Government security clearance
Up to Security Clearance (SC)

Asset protection

Knowledge of data storage and processing locations
Yes
Data storage and processing locations
  • European Economic Area (EEA)
  • EU-US Privacy Shield agreement locations
  • Other locations
User control over data storage and processing locations
Yes
Datacentre security standards
Complies with a recognised standard (for example CSA CCM version 3.0)
Penetration testing frequency
At least every 6 months
Penetration testing approach
Another external penetration testing organisation
Protecting data at rest
Other
Other data at rest protection approach
Planning Analytics Data by default is not encrypted at rest, but is available as simple configuration switch.
Data sanitisation process
Yes
Data sanitisation type
  • Explicit overwriting of storage before reallocation
  • Deleted data can’t be directly accessed
Equipment disposal approach
Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

Data export approach
Users can generate flat file exports in any combination of separators and text qualifiers that may be required (eg CSV / TXT).
Users can also export to the web and Excel.
Users can also export over ODBC and ODBO
Data export formats
  • CSV
  • Other
Other data export formats
  • TXT
  • XLSX (Excel)
  • ODBO & ODBC
Data import formats
  • CSV
  • Other
Other data import formats
  • TXT
  • XLSX (Excel)

Data-in-transit protection

Data protection between buyer and supplier networks
TLS (version 1.2 or above)
Data protection within supplier network
TLS (version 1.2 or above)

Availability and resilience

Guaranteed availability
Penalties apply if service level drops below 99.9%. Compensation is awarded on a rising scale, calculated on a monthly basis. Compensation takes the form of a credit against future invoices.
Approach to resilience
Available on request
Outage reporting
Scheduled outages for updates are notified by email to arrange a mutually agreeable time (usually 3rd Sunday of each month). Information on unplanned outages are also supplied via email.

Identity and authentication

User authentication needed
Yes
User authentication
  • 2-factor authentication
  • Username or password
Access restrictions in management interfaces and support channels
Access restriction controls for IBM staff and the systems management interfaces are tested
Access restriction testing frequency
At least once a year
Management access authentication
Username or password

Audit information for users

Access to user activity audit information
Users have access to real-time audit information
How long user audit data is stored for
User-defined
Access to supplier activity audit information
Users have access to real-time audit information
How long supplier audit data is stored for
User-defined
How long system logs are stored for
User-defined

Standards and certifications

ISO/IEC 27001 certification
Yes
Who accredited the ISO/IEC 27001
Bureau Veritas
ISO/IEC 27001 accreditation date
18/12/2015, valid to 01/10/2017
What the ISO/IEC 27001 doesn’t cover
We are not aware of anything not covered that is relevant to the cloud service. Please refer to the STAR assessment for full details of items covered - https://cloudsecurityalliance.org/star-registrant/softlayer/
ISO 28000:2007 certification
No
CSA STAR certification
Yes
CSA STAR accreditation date
Please see report referred to below
CSA STAR certification level
Level 1: CSA STAR Self-Assessment
What the CSA STAR doesn’t cover
We believe that the full cloud service provided through G-Cloud is covered by the CSA STAR certification available at https://cloudsecurityalliance.org/star-registrant/softlayer
PCI certification
No
Other security certifications
Yes
Any other security certifications
For full list see: http://www.softlayer.com/compliance

Security governance

Named board-level person responsible for service security
Yes
Security governance certified
Yes
Security governance standards
ISO/IEC 27001
Information security policies and processes
IBM Cloud Centres support standards such as SSAE-16, PCI, HIPAA, etc. IBM control points are independently audited by a third party via an annual SSAE-16 Type II (SOC 2 ) certification. SoftLayer customers can request the SOC 2 report via the SoftLayer Customer Portal.
IBM support various ISO standards and has passed an ISO 27001 certification for its datacenters.

Operational security

Configuration and change management standard
Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Configuration and change management approach
IBM support various ISO standards and has passed an ISO 27001 certification for its datacenters.
IBM control points are independently audited by a third party via an annual SSAE-16 Type II (SOC 2 ) certification. Customers can request the SOC 2 report via the Customer Portal.
Vulnerability management type
Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Vulnerability management approach
IBM support various ISO standards and has passed an ISO 27001 certification for its datacenters. IBM control points are independently audited by a third party via an annual SSAE-16 Type II (SOC 2 ) certification. Customers can request the SOC 2 report via the Customer Portal.
Please also see the Product Security Incident Response Team (PSIRT) Overview at https://www-03.ibm.com/security/secure-engineering/process.html
Protective monitoring type
Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Protective monitoring approach
IBM support various ISO standards and has passed an ISO 27001 certification for its datacenters. IBM control points are independently audited by a third party via an annual SSAE-16 Type II (SOC 2 ) certification. Customers can request the SOC 2 report via the Customer Portal. Response times vary with incident criticality.
Incident management type
Conforms to a recognised standard, for example, CSA CCM v3.0 or ISO/IEC 27035:2011 or SSAE-16 / ISAE 3402
Incident management approach
IBM support various ISO standards and has passed an ISO 27001 certification for its datacenters. IBM control points are independently audited by a third party via an annual SSAE-16 Type II (SOC 2 ) certification. Customers can request the SOC 2 report via the Customer Portal.

Secure development

Approach to secure software development best practice
Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v3.0)

Public sector networks

Connection to public sector networks
No

Pricing

Price
£55.95 to £180.00 per user per month
Discount for educational organisations
No
Free trial available
Yes
Description of free trial
Access to full product functionality, for 15 days

Service documents

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