Self-Service Business Intelligence for the Product Management Department

Self-Service Business Intelligence for the Product Management Department (Contoso Corporation)

Contents • Executive Summary • Current State Analysis • Future State Analysis • Business Case • Adoption & Implementation Planning • Next Steps 2

Background • Your organization currently faces a number of challenges related to its departmental performance reporting processes, including: • Departmental analysts must work through IT department to collect performance data from LOB systems • Access to info is available to the few, not the many • Professional staff time is spent collecting and validating data, leaving little time for analysis and taking time from their regular jobs • IT perceived as a bottleneck for the few execs who do see LOB data • Long reporting process taking 10 days cycle time per month, leading to out-of-date reports when finalized • Limited integration between financial, operational, and unstructured information sources creates integration problems for users to coordinate reports 3

Engagement Participants 4

Executive Summary • Concurrency proposes expanding upon your current Office System deployment to incorporate self-service analysis and reporting capabilities in Office 2010 to improve information access and streamline departmental reporting processes. • Implementing the proposed Self-Service BI Solution will provide you with: • Self-service access to critical performance information • More accurate and timely performance reports resulting in better management business decisions • Ability to link operational data to KPI reports • 55% decrease in labor required to develop performance report • Reduce overall reporting cycle time by 80% • Anticipated annual benefit of $260,000 5

Executive Summary 6

Current State Process Analysis Performance Reporting Process Analysis Summary 8

Current State Process Diagram Total Labor: 3.5 Total Labor: 1.0 Total Labor: 11.25 Total Elapsed Time: 7 Days 9

Current State Process Diagram Total Labor: 0.75 Total Labor: 1.25 Total Labor: 2.0 Total Labor: 8.5 Total Elapsed Time: 3 Days 10

Future State Process Analysis Performance Reporting Process Phases – Analysis Summary 12

Prioritized Process Solutions High 5 Integrate performance data with planning data, operational systems, and unstructured sources (SharePoint Server 2010 with PerformancePoint Services and Excel Services) Level Of Complexity 3 • Develop Executive Performance Dashboard • (SharePoint Server 2010 with PerformancePoint Services and Excel Services) • Open Access to Performance Report Editing by LOB Managers • (SharePoint Server 2010 ) Automated report distribution, publishing, and sharing (SharePoint Server 2010) Low 1 5 1 3 High Low Value to Business 13

Future State Process Diagram Total Labor: 4.25 Total Elapsed Time: 1 Day

Future State Process Diagram Total Labor: 1.0 Total Labor: 2.75 Total Labor: 2.0 Total Labor: 3.5 Total Elapsed Time: 1 Day

Anticipated Benefits - Process 17

Anticipated Benefits - Financial 18

Anticipated Costs 19

Adoption & Implementation Planning Summary 21

Project Plan 22

Potential Adoption Roadblocks 23

Adoption Roadblock Mitigation Actions by Stakeholder 24

Next Steps • Review presentation and proposal with decision maker(s) and stakeholders for approval • Consider a SharePoint Deployment Planning Services (SDPS) follow-up engagement • Execute work order for project • Schedule kick off meeting for week of _____ and weekly status meetings • Propose schedule: • A) Deadlines for initial milestones, or • B) Date to finalize initial milestones 26

Self-Service Business Intelligence for the Product Management Department