Microsoft Business Intelligence

1. Bruno AzizaProduct ManagerOffice Business Applicationsbrunoaz@microsoft.com Joey FittsBDM – SI Partners Office Business Applicationsjoeyf@microsoft.com Microsoft Business Intelligence

2. Analyzing Drill down, exception reports, root-cause analysis, multidimensional analysis Reporting 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. What is Business Intelligence “A broad category of applications and technologies for gathering, storing, analyzing, sharing andproviding accessto data to help enterprise users make better business decisions”- Gartner “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

3. Drive Corporate PerformanceGiving 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”

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

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

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

7. 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

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

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

10. Business Scorecard Manager • 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. “The Microsoft foundation for ubiquitous BI is now in place”. AMR research Click here for AMR report

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

13. Customer success

14. Microsoft IT Customer Challenge CustomerResults/Benefits Solution 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. Drive productivity throughout the organization and measure corporate competitive advantage. 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 • Business Scorecard Manager 2005 • Microsoft Office 2003 • SQL Server Analysis Services 2005 • SQL Server Reporting Services 2005 • Microsoft SharePoint Portal Server • Windows Server 2003 • Empower metrics owners to know and act on their business. • Simplify collaborate, knowledge sharing and resolution of business issues within one application. • Protect business owners via enterprise-wide and flexible BI platform. “Scorecarding offers true visibility into employee accountability and actions. Managers and our CIO can see problems and successes in real-time, just as our employees can..” - Daniel Rubiolo Mendoza, Operations Manager, MSIT Click here for case study

15. MSIT screenshot Internal only

16. Premier Bankcard Customer Challenge CustomerResults/Benefits Solution Providepro-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. Driveproductivity throughout the organization and measure corporate competitive advantage. 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 • Align strategic goals with actions and empowermetrics owners to pro-actively impact their business. • Build a performance framework which allows the employees to deliver on goals short and long term. • Empower business owners through and integrated and flexible BI solution. “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

17. Expedia Customer Challenge CustomerResults/Benefits Solution • Measure and improve key strategic goals and drivecross-company initiatives based on one common version of the truth. • Improve corporate agility and competitive advantage by providing aligned and actionable insight to relevant decision makers. • Empower business owners to take action through integrated and powerful end-user applications. Focus on the right metrics for customer satisfaction, acquisition and retention in order to drive corporate performance with the right initiatives. Empower line of business managers to make faster decisions by providing them with pro-active and aligned business insights. Build a solution on a flexible and scalable BI platform and lower change management cost and time. 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 We wanted the right people to see problems immediately so they could rectify them before they became a huge liability.” Laura Gibbons, Manager/Black Belt, Customer Satisfaction & Six Sigma , Expedia, Inc Click here for case study

18. Skanska U.S.A. Customer Challenge CustomerResults/Benefits Solution • Performance management became part of the company DNA by integrating scorecards in employees daily routine. • Alignment between strategic goals andthe company’s distributed employees objectives. • Democratization of performance management making insight pervasively available through office applications. 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. Build a solution on a reliable and scalable BI platform while lowering change management cost and time. 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 “The challenge is that our organization is very mobile, very virtual and you never know where people are going to be online or offline” - Allen Emerick, Director of IT, Applications and Integration, Skanska USA Click here for case study

19. Development Bank of Southern Africa Customer Challenge CustomerResults/Benefits Solution Communicate corporate strategicgoals 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. Deploy a solution on a scalable and reliable platform which could support a wide array of information analysis requirements. 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 • 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. “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

20. Israeli Police Force Customer Challenge CustomerResults/Benefits Solution Communicate corporate objectives and resultsbroadly 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 user-friendliness and strong end user applications integration. 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 • 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

21. 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

22. Demo

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24. 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 Scorecards Microsoft Scorecards are: • Portable • Re-usable • Flexible, Easy to use • Integrated

25. Gas gauge Speedometer Mileage counter Scorecards vs. KPIsIndicators 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? • You can tell how fast you are going? • You tell how far you have to go? • 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.

26. Revenue Margins Spend Retain customers Acquire customers Satisfy customers 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)

27. We give customers choices If you customer needs to ‘do email’ today, they could chose any of the following solutions • 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.

28. Build, Consume, Manage If you customer needs to ‘do email’ today, they could chose any of the following solutions

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

30. Pricing Info External links BSM pricing information Volume Licensing