business intelligence options with sharepoint

1. Business Intelligence Options with SharePoint Mauro Cardarelli Jornata mauro.cardarelli@jornata.com

3. Dashboards vs. Scorecards �Performance Dashboards� by Wayne Eckerson

4. Business Intelligence Adages �You cannot manage what you do not measure.� It is difficult to reward achievements or correct mistakes if you don�t have a clear sense of how work is being measured �What gets watched, gets done.� When workers understand how they are being evaluated, they strive to perform well against those measurements

5. Why Business Intelligence? CIO Insights Magazine � CIO Poll 98% Agree - Gathering, analyzing and distributing business intelligence through information technology is critical to their business strategy 81% Agree - Their company plans to increase its efforts to apply IT to business intelligence 83% - Maintain an organized effort to gather, analyze and report on internal performance indicators 82% - Maintain an organized effort to gather, analyze and report on customer information 70% - Say the most commonly used BI tool in their companies remains the spreadsheet

6. Why Now? Business Intelligence tools are easier to access More organizations have implemented intranets and extranets; users already have a place to go Business Intelligence tools are easier to use Dashboard and scorecard construction is now being done by various levels of organizational staff The audience for Business Intelligence data has extended outside the board room Target audiences include executives, managers, and line-of-business staff

7. Business Intelligence Toolkit

8. Business Intelligence Lifecycle Manage What data do we need? Where is it? Design How will we bring data from disparate sources together? Synthesize How do we ensure the data is clean and complete? Store Where do we put this data? How often is it updated? Deliver How do we show our results (scorecards, charts, reports)?

9. Dashboard/Scorecard Benefits Accessibility Sales staff now has a single source for tracking performance against targets (Scorecard) Faster Decision Making Manager can shift inventory allocation from one product to another based on backlog (Dashboard) More Efficient Processes Staff can track historical performance of medical claims data and can proactively alter business processes (Dashboard) Consistency Entire organization, top to bottom, sees the same data on product performance and can communicate results inside and outside organization (Scorecard)

10. Where Does SharePoint Fit In? SharePoint is a natural component to an organization's overall Business Intelligence initiative It�s already there! Your medium has been defined It offers native BI capabilities (Enterprise) It can easily be extended to include third party BI functionality

11. The Evolution of SharePoint

12. Quick Poll How many support their existing SharePoint environment? How many have implemented a BI solution in SharePoint? How many are using SQL Server 2005? How many are using Reporting Services? How many are using the MOSS 2007 Enterprise Edition?

13. What Does SharePoint Offer? The Report Center Excel Services Connections to external data sources Key Performance Indicators (KPIs) Reporting Services Integration Custom Web Parts

14. What Version of SharePoint Do I Need? Only available with Enterprise Edition Integrated, flexible spreadsheet publishing Share, manage, and control spreadsheets Web-based business intelligence using Excel Services Data Connection Libraries Integrated business intelligence dashboards Report Center Key performance indicators

15. Business Intelligence Roadmap?

16. BI on the Cheap? Office Web Components (OWC) are gone Excel spreadsheets in document libraries force users to download and open files Alternative: Data View Web Part (DVWP) Available through SharePoint Designer Can simulate reporting (i.e. KPI�S) using XSL magic

17. Report Center Provides a central location for business-intelligence-related information. It contains special document libraries for storing reports, lists, and connections to external data sources. It also provides access to page templates and Web Parts to help you create pages and lists that contain business information. By default, one Report Center site is created under the top-level portal site. However, with the appropriate permissions, anyone can create a Report Center site within a team, department, or organization site. Contains a special document library for browsing Office Excel 2007 workbooks, SQL Reporting Services reports, dashboards, and other reports

18. Report Center

19. Excel Services Excel Web Access Web Part in MOSS 2007 that renders live Excel workbooks on a Web page Excel Web Services You can develop applications that call Excel Web Services to calculate, set, and extract values from workbooks Excel Calculation Services Load workbooks, calculate them, call custom code (user-defined functions) and refresh external data

20. Excel Services

21. Key Performance Indicators Graphically means of showing a metric (data measure against some criteria) Within SharePoint, data can come from Using data in SharePoint lists Using data in Microsoft Office Excel workbooks Using data from Microsoft SQL Server 2005 Analysis Services Using manually entered information

22. Key Performance Indicators

23. Reporting Services You can configure a report server to run within a deployment of a SharePoint product or technology and use the collaboration and centralized document management features of Windows SharePoint Services 3.0 or Office SharePoint Server 2007 with Reporting Services. Running a report server as part of a larger SharePoint deployment provides these levels of integration: Shared storage. Shared security. Same site access for all business documents, including reports, report models, and shared data sources.

24. Reporting Services

25. Third Party Alternatives - Dundas

26. The Money Slide

27. Keys to a Success BI Project High-level executive sponsorship is a must-have Proper, in-depth tools evaluation (rather than just buying SAP because you use SAP everything else) is important Try to deliver little and often. Being too ambitious will backfire because users will get tired of waiting and then turn on you when what you deliver fails to meet their needs Talk to the business! Don't develop in a vacuum and don't try to guess what�your users�need Get outside help in. BI projects are pretty generic and small, BI specific consultancies are likely to know the solutions to many of the problems you'll face. I wouldn't recommend outsourcing the project completely though. -- Chris Webb, BI Consultant

28. Summary SharePoint is a great PRESENTATION component of a Business Intelligence initiative Start simple by leveraging your investment in SharePoint and Excel based data Find the right piece of SharePoint to deliver your BI story Invest in data quality

29. Resources Mauro�s Blog � http://blogs.officezealot.com/mauro/ Microsoft BI site - http://www.microsoft.com/bi/ MSDN Webcast: SharePoint Server 2007 and Business Intelligence - http://msevents.microsoft.com/CUI/WebCastEventDetails.aspx?culture=en-US&EventID=1032342267&CountryCode=US Create and publish Key Performance Indicators (KPIs) - http://office.microsoft.com/en-us/sharepointserver/HA100800271033.aspx Reporting Services and SharePoint - http://msdn2.microsoft.com/en-us/library/bb677365.aspx Excel Services Architecture - http://msdn2.microsoft.com/en-us/library/ms582023.aspx Dundas Dashboard Bundle for SharePoint - http://www.dundas.com/Technologies/Sharepoint/DashBundle.aspx

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