Simpson Associates Information Services Limited

IBM Planning Analytics

IBM Planning Analytics is a collaborative, enterprise-scalable budgeting, planning, analytics, profitability,
Modelling, scorecard and reporting solution. These applications are supported by a 64-bit in-memory
online analytical processing (OLAP) server, which provides on-demand analytics of complex
Multi-dimensional data with real-time analysis


  • Virtually unlimited scenario capabilities.
  • Personal what-if capabilities using sandboxes
  • High speed scale-able memory resident cubes
  • Choice of interfaces , web, Microsoft Excel and mobile
  • Easy control of workflow with symbols and information
  • Instant graphing capability
  • Offline planning capability
  • Budgeting, rolling forecasting
  • Top down, bottom up and driver based planning easily supported


  • Ability to create integrated operational and financial Plans
  • Solution built and owned by line of business
  • Regain control of disconnected budgeting and forecasting processes
  • Real-time analysis of evolving plans
  • Speed of building your solution to your requirements
  • Agile ability to change and evolve your planning process
  • Rich Compatibility with Excel for easy integration with existing spreadsheets
  • Collaborative capabilities provide a more integrated plan
  • Correlation capabilities allow for un-biased analysis
  • Ability to flexibly control access to plans


£120 to £180 per user per month

  • Free trial available

Service documents


G-Cloud 11

Service ID

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


Simpson Associates Information Services Limited

Nick Evans

01904 234 510

Service scope

Service scope
Software add-on or extension Yes, but can also be used as a standalone service
What software services is the service an extension to Watson Analytics, Cognos Analytics and Decision Optimisation on Cloud
Cloud deployment model
  • Public cloud
  • Private cloud
  • Hybrid cloud
Service constraints Yes, there is planned maintenance window every third Saturday of the month
System requirements
  • Internet connection, web browser and Microsoft Excel (optional)
  • Remote Desktop connection for Administrators/Modellers (optional)
  • Secure gateway client for accessing on premise data sources (optional)

User support

User support
Email or online ticketing support Email or online ticketing
Support response times 2 Hours during weekdays
User can manage status and priority of support tickets Yes
Online ticketing support accessibility None or don’t know
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 Standard Support is incorporated into the fees. This includes access to our support desk and IBM 24/7 technical support.
Application Support is available from £12,000 per annum
Support available to third parties Yes

Onboarding and offboarding

Onboarding and offboarding
Getting started User Documentation
Service documentation Yes
Documentation formats
  • HTML
  • PDF
End-of-contract data extraction Users can download their data into Excel, into CSV files or directly into a database through ODBC
End-of-contract process There are multiple options to suit clients needs, including Auto-renew, auto termination and 12 month renewals. These are agreed upfront

Using the service

Using the service
Web browser interface Yes
Supported browsers
  • Internet Explorer 10
  • Microsoft Edge
  • Firefox
  • Chrome
Application to install No
Designed for use on mobile devices Yes
Differences between the mobile and desktop service The mobile application is deliberately limited to end user functionality for submissions and report consumption. The remote desktop access provides full administration functionality
Service interface No
What users can and can't do using the API You can use the IBM® Cognos® TM1® REST API to perform create, read, update, and delete operations on Planning Analytics data by using standards that are defined by OData Version 4
API documentation Yes
API documentation formats
  • Open API (also known as Swagger)
  • HTML
API sandbox or test environment Yes
Customisation available Yes
Description of customisation Users can provide customised models and reports, including corporate colours and logos, and the information relevant to each individual. Customisation is typically reserved for system administrators, although users can customise their own personal workspaces such as choosing charts and diagrams, colours, and report content/type. The majority of these customisations are available from the toolbar at the top, or by right clicking


Independence of resources For each customer the Planning Analytics data tier uses fixed storage and is sized on requirements. A range of techniques such as Linux container technology, dedicated instances and workload isolation avoid affects by other users of the service.

The architecture of IBM cloud services maintains logical separation of client data. Internal rules and measures separate data processing, such as inserting, modifying, deleting, and transferring data, according to the contracted purposes.


Service usage metrics Yes
Metrics types Modellers will have access to Performance Modeller and Operations console. In addition, as part of your SaaS contract, IBM will perform ongoing monitoring and management of the platform including network traffic.
Reporting types Reports on request


Supplier type Reseller providing extra support
Organisation whose services are being resold IBM

Staff security

Staff security
Staff security clearance Other security clearance
Government security clearance Up to Developed Vetting (DV)

Asset protection

Asset protection
Knowledge of data storage and processing locations Yes
Data storage and processing locations
  • United Kingdom
  • European Economic Area (EEA)
  • EU-US Privacy Shield agreement 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 once a year
Penetration testing approach ‘IT Health Check’ performed by a Tigerscheme qualified provider or a CREST-approved service provider
Protecting data at rest
  • Physical access control, complying with CSA CCM v3.0
  • Physical access control, complying with SSAE-16 / ISAE 3402
  • Physical access control, complying with another standard
  • Encryption of all physical media
  • Scale, obfuscating techniques, or data storage sharding
Data sanitisation process Yes
Data sanitisation type Explicit overwriting of storage before reallocation
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 importing and exporting
Data export approach Data can be exported/imported using FTP and/or Secure Gateway
Data export formats
  • CSV
  • Other
Other data export formats
  • Flat Files (Via FTPeS)
  • ODBC 3.5 (via Secure Gateway)
Data import formats Other
Other data import formats
  • Flat Files (via FTPeS)
  • ODBC 3.5 (e.g IBM DB2, Oracle RDBMS)
  • Oracle Essbase
  • Oracle Hyperion Planning
  • Oracle Hyperion Financial Management
  • SAP-BW (Via Cognos Integration Server)

Data-in-transit protection

Data-in-transit protection
Data protection between buyer and supplier networks
  • TLS (version 1.2 or above)
  • Legacy SSL and TLS (under version 1.2)
Data protection within supplier network
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
  • Legacy SSL and TLS (under version 1.2)

Availability and resilience

Availability and resilience
Guaranteed availability The service level agreement is that IBM aim to provide availability at over 99.75%, for failing to achieve this a reduction is made to the monthly subscription charge. If the availability is between 99.0% and 99.75% the reduction is 2%, the availability is between 95.0 and 98.99% then the reduction is 5% and if the availability is less than 95.9% the reduction is 10%.
Approach to resilience Available at request
Outage reporting Planned maintenance outage is proposed to designated contacts via email.

Identity and authentication

Identity and authentication
User authentication needed Yes
User authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
Access restrictions in management interfaces and support channels IBM maintains individual role-based authorization of privileged accounts that is subject to regular validation. A privileged account is a duly authorized IBM user identity with administrative access to a Cloud Service, including associated infrastructure, networks, systems, applications, databases and file systems.
Access restriction testing frequency At least every 6 months
Management access authentication 2-factor authentication

Audit information for users

Audit information for users
Access to user activity audit information Users contact the support team to get audit information
How long user audit data is stored for Between 1 month and 6 months
Access to supplier activity audit information Users contact the support team to get audit information
How long supplier audit data is stored for Between 1 month and 6 months
How long system logs are stored for Between 1 month and 6 months

Standards and certifications

Standards and certifications
ISO/IEC 27001 certification Yes
Who accredited the ISO/IEC 27001 Bureau Veritas
ISO/IEC 27001 accreditation date 30/11/2015
What the ISO/IEC 27001 doesn’t cover The infrastructure and platform this offering is run on is ISO/IEC 27001 compliant. The current SaaS application is also compliant.
ISO 28000:2007 certification No
CSA STAR certification Yes
CSA STAR accreditation date 20/04/2016
CSA STAR certification level Level 1: CSA STAR Self-Assessment
What the CSA STAR doesn’t cover The infrastructure and platform this offering is run on has a CSA STAR Self-Assessment certificate. The SaaS side of this offering currently does not have this. The IBM CSA Star Self-Assessment can be viewed here
PCI certification No
Other security certifications No

Security governance

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 has an Information Technology (IT) Security policy that establishes the requirements for the protection of IBM's worldwide IT systems and the information assets they contain, including networks and computing devices such as servers, workstations, host computers, application programs, web services, and telephone systems within the IBM infrastructure. IBM’s IT Security policy is supplemented by standards and guidelines, such as the Security Standards for IBM's Infrastructure, the Security and Use Standards for IBM Employees and the Security Guidelines for Outsourced Business Services. Such are reviewed by a cross-company team led by the IT Risk organization every six months.

IBM has a dedicated Vice President of IT Security who leads a team responsible for IBM's own enterprise data security standards and practices. Responsibility and accountability for executing internal security programs is established through formal documented policies. IBM Services teams also have dedicated executives and teams who are responsible for information and physical security in the delivery of our client services.

Operational security

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 maintains policies and procedures to manage risks associated with the application of changes to its Cloud Services. Prior to implementation, all changes to a Cloud Service, including its systems, networks and underlying components, will be documented in a registered change request that includes a description and reason for the change, implementation details and schedule, a risk statement addressing impact to the Cloud Service and its clients, expected outcome, rollback plan, and documented approval by IBM management or its authorized delegate.
Vulnerability management type Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Vulnerability management approach With each Cloud Service, as applicable and commercially reasonable, IBM will a) perform penetration testing and vulnerability assessments before production release and routinely thereafter, b) enlist a qualified and reputable independent third-party to perform penetration testing and ethical hacking at least annually, c) perform automated management and routine verification of underlying components’ compliance with security configuration requirements, and d) remediate any identified vulnerability or noncompliance with its security configuration requirements based on associated risk, exploitability, and impact. IBM takes reasonable care to avoid Cloud Service disruption when performing its tests, assessments, scans, and execution of remediation activities.
Protective monitoring type Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Protective monitoring approach IBM maintains and follows policies requiring administrative access and activity in its Cloud Services’ computing environments to be logged and monitored, and the logs to be archived and retained in compliance with IBM’s worldwide records management plan. IBM monitors privileged account use and maintain security information and event management policies and measures designed to a) identify unauthorized administrative access and activity, b) facilitate a timely and appropriate response, and c) enable internal and independent third party audits of compliance with such policies. IBM systematically monitors the health and availability of production Cloud Service systems and infrastructure at all times.
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:
-maintains and follows incident response policies aligned with NIST guidelines for computer security incident handling, and will comply with data breach notification requirements under applicable law.
-investigates security incidents, including unauthorised access or use of content or the Cloud Service, of which IBM becomes aware, and, if warranted, define and execute an appropriate response plan.
-promptly notifies Client upon determining that a security incident known or reasonably suspected by IBM to affect Client has occurred.
-provides Client with reasonably requested information about such security incident and status of applicable remediation and restoration activities performed or directed by IBM.

Secure development

Secure development
Approach to secure software development best practice Supplier-defined process

Public sector networks

Public sector networks
Connection to public sector networks No


Price £120 to £180 per user per month
Discount for educational organisations No
Free trial available Yes
Description of free trial 30 day free trial. Entitles to a maximum of 2GB memory, 10 services and 1 SSL certificate

Service documents

Return to top ↑