Bruno Aziza Product Manager Office Business Applications

Bruno Aziza Product Manager Office Business Applications [email protected] Joey Fitts BDM – SI Partners Office Business Applications [email protected] Microsoft Business Intelligence

What is Business Intelligence “A broad category of applications and technologies for gathering, storing, analyzing, sharing and providing access to data to help enterprise users make better business decisions” - Gartner Analyzing Reporting Drill down, exception reports, rootcause analysis, multidimensional analysis Detailed operational data Sharing standardized reports Monitoring ? Dashboards, scorecards and alerts Planning Create plans, models and scenarios, which are then fed back into the monitoring layer and encoded as targets and thresholds. “No matter where you start, you should be able to move up and down layers seamlessly without awkward context shifts to gather insights, take action and optimize performance” - TDWI

Drive Corporate Performance Giving a purpose to business intelligence “You can’t manage what you can’t measure. You can’t measure what you can’t describe” Robert Kaplan and David Norton Authors of “The Balanced Scorecard”

Customer options Spreadmarts? Unmanaged multiple versions of the truth. IT-driven scorecards and dashboards? Technically sane– lack of business context. Analysis paralysis? Misaligned business architecture Time spent analyzing, little acting on relevant information. Lacks alignment of strategy to actions and results in poor adoption, productivity and retention

Customer Solutions Spreadmarts or Managed Few in number Easy to understand Analysis paralysis or Relevant Owned Actionable IT-driven scorecards or Standardized Context-driven Predictive Misaligned business architecture or Aligned Balanced and linked Transformative

Microsoft Business Intelligence Vision Microsoft Business Intelligence is a complete offering that enables all decision makers to drive increased business performance. Comprehensive and integrated BI offering Widespread delivery of intelligence through Microsoft Office Enterprise-grade and affordable

What Customers Expect From CPM Business Decision Makers (from C-Level on down) Access to multiple data sources for exception reporting Deep analysis in context Integrated collaboration environment Alerting on changes in data Business Analysts A system of record for business definitions Empowering KPI and scorecard designer Auditing, versioning, and reversion capabilities IT Administrators Centrally managed, scalable BI platform Better partnership with business users in scorecard and KPI authoring

Microsoft Business Intelligence Portal (SharePoint) End-user Tools End-user Analysis (Excel) Integrate Analyze Report Technical Layer Data Warehouse End user tools Business Intelligence Platform

Microsoft Business Intelligence Portal (SharePoint) End-user Tools Business Layer Technical Layer End-user Analysis (Excel) Corporate Performance Management (Business Scorecard Manager and Biz#) Integrate Analyze Data Warehouse (SQL Server) Report

Business Scorecard Manager “The Microsoft foundation for ubiquitous BI is now in place”. AMR research Launched on 10/24/2005. Certified by Norton and Kaplan’s Balanced Scorecard Collaborative. BSM deployments cost between 20-50% the cost of the average BI competitor deployments. Generally available today via your MSDN downloads. Click here for AMR report

What is Business Scorecard Manager Consume and Integrate Build BSM Client SharePoint BSM Server Scorecards Oracle SQL Server Spreadsheets Local DBs Unstructured Data sources Application Metadata Business Logic Access Security Dashboards Reports Context analysis Rich filtering Collaboration Workflows Online/Offline SQL reports Office applications IM, Email, Calendar XML, Excel, TIFF, PDF

Customer success

Microsoft IT Customer Challenge Provide alignment between corporate goals and employees actions through the enterprise. Create an ownership culture by providing visibility at the right level and giving information workers with the tools to drive their business efficiently. Solution Enterprise BI vision Enterprise Class software and hardware Rapid Development of BI solutions Ease of integration with 3rd party tools and workflow and portals Enterprise Class Toolset Customer Results/ Benefits Empower metrics owners to know and act on their business. Simplify collaborate, knowledge sharing and resolution of business issues within one application. Business Scorecard Manager 2005 Protect business Microsoft Office 2003 Drive productivity owners via enterpriseSQL Server Analysis Services throughout the 2005 wide and flexible BI organization and SQL Server Reporting Services measure corporate platform. 2005 competitive advantage. Microsoft SharePoint Portal Server “Scorecarding offers true visibility into employee accountability and actions. Managers and our CIO can see problems Windows Server 2003 and successes in real-time, just as our employees can.” - Daniel Rubiolo Mendoza, Operations Manager, MSIT Click here for case study

MSIT screenshot Internal only

Premier Bankcard Customer Challenge Provide pro-active insights to business users so they can drive performance efficiently through the enterprise. Integrate corporate performance in the daily life of business users so that, by embracing scorecarding they can drive the company’s performance. Solution Enterprise BI vision Enterprise Class software and hardware Rapid Development of BI solutions Ease of integration with 3rd party tools and workflow and portals Enterprise Class Toolset Microsoft Office Business Scorecard Manager 2005 Microsoft SQL Server 2000 and 2005 Microsoft Office SharePoint Portal Server 2003 Microsoft Office Suite 2003 Microsoft SQL Server Analysis and Reporting Services Customer Results/ Benefits Align strategic goals with actions and empower metrics owners to proactively impact their business. Build a performance framework which allows the employees to deliver on goals short and long term. Empower business Drive productivity owners through and throughout the organization and integrated and flexible BI measure corporate solution. competitive advantage. “This solution presents all users with one version of the truth. And what's even more important is that, with a single version of the truth, you’ve got everyone in the organization working towards a common goal.” - Ron Van Zanten, Business Intelligence Officer, PREMIER Bankcard Click here for case study

Expedia Customer Challenge Focus on the right metrics for customer satisfaction, acquisition and retention in order to drive corporate performance with the right initiatives. Solution Customer Results/ Benefits Measure and improve Enterprise Class software and key strategic goals and hardware drive cross-company Rapid Development of BI initiatives based on one solutions common version of the Ease of integration with 3rd truth. party tools and workflow and portals Improve corporate Empower line of agility and competitive business managers to Enterprise Class Toolset make faster decisions advantage by providing Microsoft Office Business by providing them with aligned and actionable Scorecard Manager 2005 pro-active and aligned Microsoft SQL Server 2000 and insight to relevant decision business insights. 2005 makers. Microsoft Office SharePoint Portal Server 2003 Build a solution on a Empower business flexible and scalable BI Microsoft Office Suite 2003 owners to take action platform and lower Microsoft SQL Server Analysis through integrated and and Reporting Services change management cost powerful time. Weand wanted the right people to see problems immediately so they could rectify them before theyend-user became a huge applications. liability.” Laura Gibbons, Manager/Black Belt, Customer Satisfaction & Six Sigma , Expedia, Inc Click here for case study Enterprise BI vision

Skanska U.S.A. Customer Challenge Need for an integrated scorecarding application that would address the needs of multiple user types throughout a very distributed environment. Deployment required a sophisticated yet flexible BI solution that would adapt to corporate business practices. Solution Enterprise BI vision Enterprise Class software and hardware Rapid Development of BI solutions Ease of integration with 3rd party tools and workflow and portals Enterprise Class Toolset Microsoft Office Business Scorecard Manager 2005 Microsoft SQL Server 2000 and 2005 Microsoft Office SharePoint Portal Server 2003 Microsoft Office Suite 2003 Microsoft SQL Server Analysis and Reporting Services Customer Results/ Benefits Performance management became part of the company DNA by integrating scorecards in employees daily routine. Alignment between strategic goals and the company’s distributed employees objectives. Democratization of Build a solution on a performance reliable and scalable BI platform while lowering management making change management cost insight pervasively and time. through office “The challenge is that our organization is very mobile, very virtual and you never knowavailable where people are going to be applications. online or offline” - Allen Emerick, Director of IT, Applications and Integration, Skanska USA Click here for case study

Development Bank of Southern Africa Customer Challenge Communicate corporate strategic goals using consistent and actionable metrics all employees could relate to. Drive user adoption by turning metrics into actions and making performance management tasks part of their daily life. Solution Enterprise BI vision Enterprise Class software and hardware Rapid Development of BI solutions Ease of integration with 3rd party tools and workflow and portals Enterprise Class Toolset Microsoft Office Business Scorecard Manager 2005 Microsoft SQL Server 2005 Microsoft Office SharePoint Portal Server 2003 Microsoft Office Suite 2003 Microsoft SQL Server Analysis and Reporting Services Customer Results/ Benefits Performance management made easy by aligning multiple workflows and information sharing initiatives into a common set of scorecards. Create a dynamic performance management culture whereby employees improve their business by pro-actively driving scorecards results. Deploy a solution on a scalable and reliable platform which could support a wide array of information analysis requirements. “We see our automated scorecarding solution as being a critical communication tool for our strategy. Everyone gets a consistent view of the organization. And just as importantly, this consistent view will tie scorecarding results to relevant documents such as policy papers or PowerPoint presentations.” Dave Evans - DBSA senior strategic planner. Click here for case study Click here for the video

Israeli Police Force Customer Challenge Communicate corporate objectives and results broadly and consistently to employees, the public, the media and politicians. Turn data into actionable insights that was aligned with the organization’s goals and drive efficiencies through the police. Build on top of a solution that officers would adopt quickly for its userfriendliness and strong end user applications integration. Solution Enterprise BI vision Enterprise Class software and hardware Rapid Development of BI solutions Ease of integration with 3rd party tools and workflow and portals Enterprise Class Toolset Microsoft Office Business Scorecard Manager 2005 Microsoft SQL Server 2000 and 2005 Microsoft Office SharePoint Portal Server 2003 Microsoft Office Suite 2003 Microsoft SQL Server Analysis and Reporting Services Customer Results/ Benefits A performance management solution which enables employees to measure, monitor and drive key initiatives throughout the entire organization. Pro-action, focus and ownership driven to police units so they know when to take action. Efficiencies driven thru integration of multiple data sources into one common framework for performance. “We sought a powerful, yet user-friendly tool that wasn’t intimidating for our officers to use. A system that could automatically link information from a wide range of data sources across the state. A solution that offered us all the flexibility we needed to adapt to any changes we may need to consider in the future.” Chief Superintendent Gilboa, Israel Police. Click here for case study

External Resources Intro BSM demo Customer Case Studies Customer Video Press Coverage Analyst Research Data Sheets Technical Whitepapers Business Whitepapers Deployment considerations Click-by-click installation guide Business Scorecard Manager 2005 website @ http://www.microsoft.com/office/bsm Training Kit Introduction BSM Builder Fundamentals BSM Builder Advanced Report Views Scorecard Views Deploying Scorecards to SharePoint SQL Reporting Services BSM Server & Security Extensibility

Demo

Additional slides

Scorecards Scorecards are: Expression and visualization of a strategy Entry point to analysis for most business users Reduces the risk of providing raw data or data in large volumes Microsoft Scorecards are: Portable Re-usable Flexible, Easy to use Integrated

Scorecards vs. KPIs Indicators by themselves don’t tell you how to win the race Can you tell me if you will win the race if: You can tell how much gas you have? Gas gauge You can tell how fast you are going? You tell how far you have to go? Speedometer Mileage counter It’s the combination of the answers to these questions that will allow you to answer the original question. The individual answers are kpis. The combination of the answers is the scorecard.

KPIs are everywhere Win by balancing perspectives and maximizing corporate impact. Scorecards need to be: Easy to understand and relevant (contextual and actionable) Easy to communicate (portable and re-usable) Aligned and owned (managed and auditable) Margins Acquire customers Satisfy customers Retain customers Revenue Spend

We give customers choices If you customer needs to ‘do email’ today, they could chose any of the following solutions Hotmail Outlook Express Outlook Pro Send and receive email Yes Yes Yes Manage contacts Yes Yes Yes Manage calendar activities Yes Yes Yes Does it mean, they will use Hotmail for everything? No Does it mean you should try and ‘sell Hotmail’ for everything? Maybe – the choice depends on two things: what the customer needs what are core product strengths can best address the customer needs.

Build, Consume, Manage If you customer needs to ‘do email’ today, they could chose any of the following solutions Build BSM SPS SQL Server Excel High Low Low High High Medium Low High High Low High Low Offline/Online building capability Reusable kpi definitions Scorecard built by business users Ability to write back kpi definitions to SQL 2005 Consume Offline/Online end-user experience Aligned view of business thru strategy maps Every Kpis is owned by individual or group Context-driven kpis, scorecards and annotations Manage and Administrate Versioning of kpi, targets, scorecards, indicators Global audit reporting capabilities Allow business users to revert to previous versions Column, cell, row data and metadata value alerting

Microsoft Business Intelligence End user tools Business Platform Technical Platform Personal Analytics (Excel) Portals (SharePoint) Report (SSRS) Corporate Performance Management (Business Scorecard Manager) Integrate (SSIS) Analyze (SSAS) Data Warehouse (SQL RDBMS) Report (SSRS)

Pricing Info Production Licenses Prices Comments Business Scorecard Manager 2005 CAL 175 per device or per user A CAL is required for every user or device that accesses the server. Business Scorecard Manager 2005 Server License 4,999 US per server Each server on which Business Scorecard Manager 2005 is deployed requires a license Business Scorecard Manager 2005 External Connector License 30,000 US per server The External Connector License enables an unlimited number of non-employees to access Business Scorecard Manager 2005 without any technical limitations or restrictions. This license may be obtained for every server that provides services to non-employees. A non-employee is a person who is not an employee, or similar personnel of the company or its affiliates, not any individual to whom you provide hosted services using the server software. External links BSM pricing information Volume Licensing