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Apptio Cost Transparency Foundation

AutomAte monthly Views of it-ReleVAnt Costs And dRiVeRs

Apptio Cost Transparency is a SaaS application that automates the process of translating raw data from corporate and IT systems into monthly analysis of IT financial performance against plan and what drives costs. With Apptio Cost Transparency Foundation you can:

• Accelerate financial review processes from days to minutes while freeing up to 90% of analysts’ time with automation across data gathering and transformation, modeling and calculations, reporting and publishing

• Align around a shared source of data and analysis with role-based views to manage spend to plan and promote cost understanding and accountability throughout IT

• Share and collaborate with operational reports including waterfall charts and annotations, exports to Excel and PDF, and bi-directional integration with Powerpoint that can dynamically update slides when data changes

• Refine analysis and author ad hoc reports in minutes through familiar spreadsheet capabilities like pivot, slicers, filters and formulas

• Guide investment decisions by technology business strategy (Run vs. Grow vs. Transform the Business) and financial agility (fixed vs. variable expenses)

• Mature your costing methods with a prescriptive yet flexible cost model with a library of pre-built IT allocation methods and functions

• Get value in weeks with a SaaS-based solution delivered with a proven methodology and expert help from Apptio

• Use the imperfect data you have, with or without IT management data, with Apptio’s unique Adaptive Data Management which loads, cleans and maps data from source systems, and highlights data improvement opportunities

A diffeRent AppRoACh

Unlike consulting engagements that take many months to produce a one-time snapshot of IT costs, Apptio Cost Transparency Foundation can be delivered in weeks, then drive monthly interactive reporting for trended views and operationalized review processes. Unlike tools with fixed data models that require pre-processed data to produce a limited set of static reports, Apptio automates the process of transforming raw source data into interactive reports, lets you to create new ad hoc reports in minutes, and gracefully adapts to changes in your reporting needs and source data over time.

Apptio seRViCes

Apptio and its ecosystem of partners offer a range of services to meet your needs, from configuration to consulting to turn-key solution delivery. Leveraging the Apptio TBM Methodology developed and validated through more than 150 enterprise engagements, Apptio can help you get more value faster with configuration services for data, modeling and reporting as well as education services on how to operationalize information and insights from Apptio into your processes and decision making.

• GL actuals extract • Chart of accounts • Fixed asset cost, depreciation • Headcount and rate by role and org. • Current budget • Project list and spend plan• IT asset lists (optional)

• by OpEx & CapEx• by Fixed/Variable• by Location• by Responsible Owner• by Time period

• Fully loaded costs• Avg. unit costs• Actual v. plan variance• Labor headcount & cost by role• Period over period trending

Your Foundation for Technology Business Management

Apptio Cost Transparency Foundation is the most common starting point for Technology Business Management. It forms a foundation for other Apptio Cost Transparency modules including Applications & Services and Business Units, provides apples-to-apples costs for peer comparisons with Apptio IT Infrastructure Benchmarks, and paves the way for deeper analysis with Apptio Business Insights.

Apptio is the leading independent provider of on-demand Technology Business Management (TBM) solutions for managing the business of IT. Apptio enables IT leaders to manage the cost, quality and value of IT Services by providing deep visibility into the total cost of IT services, communicating the value of IT to the business and strategically aligning the planning, budgeting and forecasting processes. Apptio’s TBM solutions play a critical role in helping companies accelerate IT investment decisions, cloud initiatives, strategic sourcing improvements and other key business initiatives. Global enterprise customers rely on Apptio® products and services to reduce costs and align IT with business priorities. For more information, visit the Apptio website or the Apptio blog at www.apptio.com.

Make costs relevant and actionable for IT

Lead fact-based conversations about IT costs and drivers

Spend less time wrestling data, more analyzing it

Recommended Source Data Sample Dimensions

Sample Metrics

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Data Transformation

Editable rules transform raw, imperfect data to fit the Apptio Data Model. Data is cleansed (validated, parsed, filtered, de-duplicated) and normalized (fit to common structures) .Then columns of related data are joined to create logical relationships needed for reporting.

2

Cleanse Normalize Join Map

Adaptive Data Model

Automated business rules help map transformed data to fields and objects in a data model (schema) purpose-built for IT business analysis. Additional fields and relationships can be added for your unique reporting needs.

3

Your Extensions

Data Collection

Targeted set of data are extracted from your source systems, then loaded and preserved in Apptio in its original form to maintain data integrity and trust. Collection can be automated with optional Apptio DataLink connectors.

1

Modeling & Calculation

A pre-built set of rules that map and allocate costs from GL journal entries into categories like towers and sub-towers. Methods include mappings from account code/cost center combinations and allocated weightings based on rate cards and live data. Apptio can help you configure your cost model to fit your available data and organizational needs using a library of best practice allocation rules together with specialized expertise honed from 150+ implementations.

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Extract & Load

GL Budget HR Projects Assets

ApptioCost Model

Apptio Data Model

IT Towers &Subtowers

Make Costs More Relevant To IT with a Standard TaxonomyApptio Cost Transparency Foundation translates your GL costs into a standard taxonomy of cost pools and IT resource towers (i.e. domains, functions, or categories). The Apptio Taxonomy for TBM is co-developed with the Technology Business Management Council, a non-profit organization of over 900 business technology leaders defining standards for running the business of IT. The Apptio Taxonomy for TBM is used by the Foundation cost model

to align your costs to taxonomies used by leading IT benchmark organizations. With this standard view of IT costs you can:

• Accelerate a best practice view of IT costs• Help infrastructure and project leaders track their cost drivers • Enable apples-to-apples industry peer benchmark

comparisons (also available from Apptio)

Cost Pools Hardware

Applications*Projects Services* Business Units* *Available in other Cost Transparency modules

Software Internal Labor Facilities/OverheadExternal Labor Outside

Services

Application

• Development• Support• QA (Testing)• Middleware• Software License

IT Mgmt

• IT Mgmgt & Admin• IT Finance• IT Vendor Mgmt• Architecture

User Services

• Workstation• Mobile Devices• Help Desk• Field Service

IT Operations

• Operations Center• IT Service Mgmt

Security & Compliance

• Security• Compliance• Disaster Recovery

Storage• Tier 1, 2 & 3• Tier 4

Voice Network• Voice Premise• Voice WAN• Call Center

Compute

• Wintel Servers• Linux Servers• Unix Servers• Mainframe

Data Center

• Locations

Delivery Services• Project Mgmt• Client Mgmt

• WAN• Internet• MAN• DC LAN• Office LAN

Data Network

Interactive Role-Based Reports & Analytics

Ready-to-use interactive reports and dashboards are delivered via the Web with role-based views tailored for actionable information. To enhance understanding and trust in the data, you can trace costs from reports through the model and back to original source data like GL journal entries.

Modify & Author

Anyone familiar with spreadsheets can create additional ad hoc reports and dashboards in minutes using a pivot table-like approach including drop-down lists of fields from all data sets.

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IT ExecutivesBudget OwnersAnalysts

Power UsersAdministrator

how it woRKs

Apptio Taxonomy for TBM