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Beyond SharePoint. Performance Point Server Search Server 2008 Andrew Fryer Viral Tarpara. Momentum. IT Pro specific program for early adopters. Momentum. Qualifying Technologies. Theories Don’t Always Work. ABC Modeling. Economic Value Add (EVA). Lean Manufacturing. Beyond Budgeting.
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Beyond SharePoint Performance Point Server Search Server 2008 Andrew Fryer Viral Tarpara
Momentum IT Pro specific program for early adopters
Momentum Qualifying Technologies
Theories Don’t Always Work ABC Modeling Economic Value Add (EVA) Lean Manufacturing Beyond Budgeting Balanced Scorecard Management Reporting Analysis & Discovery Planning & Budgeting Scorecards Dashboards A Methodology without a processleads to failure… Disparate applications leads to extra time & cost… Forecasting
Business Performance Monitor Analyze Strategy Plan
Executives care about driving performance But they are limited by lack of agility: “6 months for planning, 5 months for budgeting, 2 weeks to develop a forecast”* Best Practices in Planning and Management Reporting by David A. J. Axson.
Information Workers want to contribute But they are too busy: “Half their time is spent collecting and validating data rather than analyzing and planning”*
IT Managers want to enable business users But there are too many systems: “4 different ledger systems 6 different budgeting systems unknown different reporting systems”*
How PM is addressed today Business Analysts Many moving parts Manual consolidation Error-prone Slow Executives Information Workers
Microsoft approach Business Analysts Scorecard & Dashboard Analytics Reporting Planning Forecasting Information that I can trust and act on Build and modify within compliance Information that is relevant to me Executives Information Workers
Design Goals • Flexible Framework • Familiar User Interface • Enterprise Ready
Performance Point Components Monitor Monitoring Server Dashboard Designer Analyse ProClarity Analytical Server Strategy Plan Planning Server Planning Business Modeller Planning Add-in for Excel
Monitoring and Analysis - Architecture SQL Server Database Sharepoint Services3.0 / Sharepoint 2007 Metadata Data Sources
Planning – Architecture & Process Application Cube Users Planning Meta Data Source Data Application Data Staging Data
Success Check List • Business Sponsorship • Recognition of need • Business / IT Partnership • Culture of Analysis • Infrastructure
Licensing • Additional Licenses Needed • Web parts hosted on MOSS need to be licensed for MOSS E-CAL and PerformancePoint Server 2007 CAL • Web parts can also be hosted via WSS; only a PerformancePoint Server 2007 CAL is required • SQL Enterprise is required if the planning components are deployed; otherwise, SQL Standard is sufficient Prices listed are ERP, license only
Upgrade from Business Scorecard Manager If current on software assurance • BSM Server License • BSM CAL License • BSM External Connector • PPS Server License • PPS CAL License • PPS External Connector PerformancePoint Server 2007 license may be downgraded to BSM, if desired
Upgrade from ProClarity If current on software assurance • ProClarity Server License • ProClarity CAL License • PPS Server License • PPS CAL License ProClarity Analytics Server is included as a component of PPS2007 ProClarity Desktop Professional will remain a SKU on the price list ($195 ERP) ProClarity Desktop Professional includes a PPS2007 CAL
Summary • Microsoft BI Site • http://www.microsoft.com/BI/ • Performance Point Site • http://www.microsoft.com/business/performancepoint/default.aspx • Performance Point TechNet • http://technet.microsoft.com/en-us/library/bb794633.aspx • Me • http://blogs.technet.com/andrew/andafryer@microsoft.com