MOSS 2007 and Business Intelligence

2. BAS208 MOSS 2007 and Business Intelligence Jerry Kaczmarowski, Joe Berg, Joe Davey Slalom Consulting

3. Agenda • Introductions • Overview of SharePoint BI Capabilities • Case Study 1 • Case Study 2 • Closing Comments • Q&A

4. About Slalom • THECOMPANY • Founded 2001 • 400+ Consultants, locally based • 62% Growth, year over year • 13 Service Areas OFFICES Atlanta Chicago Dallas Denver Portland San Francisco Seattle

5. Business Management Program and Project Management Customer Relationship Management Business Intelligence Business Process Improvement Enterprise Learning Technology Portals Architecture and Development Technology Quality and Performance Security and Privacy Web Site Development Financial Enterprise Resource Planning Compliance and External Reporting Financial Processes and Systems Slalom Overview

6. Today’s Speakers

7. Overview of SharePoint’s Business Intelligence (BI) Capabilities

8. Today’s Information Challenges • Access for All Users – Critical data is trapped in systems where it sits unused by the people who need it. If data is accessible, significant manual processing is needed to get to it. • Pressure to Act – Business users are expected to make smarter decisions faster than ever before. • Lack of Data Consistency– Multiple tools and systems provide multiple versions of the truth. • Information Overload– When users do have access to information, it is often presented in a way that makes it difficult to find meaning.

9. OLAP* Trends • Microsoft is becoming a dominant player in the BI space • SharePoint is one of the enabling technologies for this growth. * OLAP = OnLine Analytical Processing Source: The OLAP Report, “Market Share Analysis”, Nigel Pendse, April, 10, 2007.

10. Gartner Magic Quadrant Q107 • Microsoft is well positioned in the “Challenger” quadrant

11. Gartner Magic Quadrant Q108 • Microsoft is in the “Leader” quadrant. • Gartner highlights the breadth of MS offerings, their quality, and their compelling price point.

12. SharePoint BI Continuum Capabilities • Basic KPIs referencing SharePoint Data • Integration with Excel and Access Data • Reporting from SQL Server • Drill down • Data driven KPIs • Slice and Dice • LOB Integration Simple Robust • PerformancePoint • Analysis Services • Business Data Catalog • MOSS 2007 out of the box • Excel Services • Access Integration • SSRS with Report Center Technologies

13. Case Study 1 Joe Davey Solutions Lead, Portals Slalom Consulting Microsoft

14. Case Study 1Project Management Dashboard • Need: Manage the global product deployment of new consumer devices including rolling launch dates, marketing material, in-store delivery schedules • Challenge: Several project teams all with different schedules needed a way to aggregate, project status into one dashboard for senior management • Timeframe: 4 weeks to prototype and deploy in time for Thanksgiving Holiday • Solution: MOSS 2007 Project Management Site using out-of-box KPI’s linked to Issues, Risks, Tasks, Spreadsheets

15. Slalom PMO Template KPI Dashboard

16. KPI Indicators Overall Status Total Project Health driven on 3 Core Indicators Core Indicators Budget – SP List or Excel Spreadsheet Schedule – SP List Scope – SP List Leading Indicators Set of indicators designed to monitor in process performance

17. Setting Overall KPI Status Setting an Indicator

18. Budget KPI Budget Indicator Budget Variance %

19. Schedule KPI Schedule Indicator Completion Status and Date

20. Scope KPI Scope Indicator Change Request in Queue

21. Lessons Learned • Start from pre-built templates to speed development and focus on business process • Design with fewer rules and more PM involvement in status decisions • Keep site no deeper than 2 levels to improve adoption and accelerate usage • Involve end users in the design process, opt for practical results over best-in-class solutions • Don’t over leverage the platform

22. Case Study 2 Joe Berg Solutions Director, Business Intelligence Slalom Consulting Microsoft

23. Case Study 2Financing Scorecard • Our client provides financing to companies building technology solutions using their software. • The client needed to integrate data from their external banking partners with internal data to allow them to make informed decisions about their business. • The client wanted a one-stop shop for their reporting across the organization (no more emailing Excel documents) • The scorecard had to present a variety of views for different audiences (Executive, Sales, Credit, and Operations): • High level scorecards were created for executives. • Operational Reports served business line managers • Ad-hoc Report Capabilities were given to the Program Managers and Analysts

24. Technical Architecture Data Warehouse built using Microsoft SQL Server 2005 and SSIS for Data Acquisition (ETL) Business Intelligence Layer Incorporates Microsoft Analysis Services, Reporting Services, and Performance Point Server End-user Experience is SharePoint Portal Server serving Scorecards, Dashboards, and Reports

25. Reporting Home Page Comments and Directions Section for high level overview Links to Area Home Pages Additional Resources Links for things like the Data Dictionary, etc

26. Executive View Links to Functional Areas “Other Reports” tab links to additional content supporting the area.

27. Other Reportst Page Links to Other Report Content Links to Supporting Documents Site-wide Supporting Documents

28. Dashboard Filter The filter section drives data on scorecards and reports.

29. Executive View with Graph Linked Graphs can be filtered as well

30. Sales Rep Top 10 Reports can be enabled to drill to detail as well.

31. Lessons LearnedChallenges to Overcome • Gaps in functionality led to lagging adoption (figure out what is critical to success for business early in process) • Duplication of efforts during transition period from legacy system to new system Keys to Success

32. Lessons LearnedWhat Worked Well • Scorecard views “tell the story” • Standardization across groups and functions • Tightly integrated with power users/analysts day-to-day processes

33. Lessons LearnedKeys to Success • Commitment of team to use as decision making platform • Rationalizing definitions of metrics and taxonomy’s with end-user community (needed consensus and buy-in across company) • Started small to show value, then iterated • Dedicated support from both business and IT

34. Closing Comments • We’ve found BI to be one of the hottest areas in our practice right now. • When Microsoft BI technologies are used by the client, SharePoint is usually part of the technology stack. • There are a range of capabilities in SharePoint to draw on, ranging from the simple to the complex.

35. Q & A Jerry Kaczmarowski (jerryk@slalom.com) Joe Berg (joeb@slalom.com) Joe Davey (josephd@slalom.com) Slalom Consulting

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