Microsoft Business Intelligence

1
Microsoft Business Intelligence
Bruno AzizaProduct ManagerOffice Business
Applicationsbrunoaz_at_microsoft.com
Joey FittsBDM SI Partners Office Business
Applicationsjoeyf_at_microsoft.com
2
What is Business Intelligence

• A broad category of applications and
  technologies for gathering, storing, analyzing,
  sharing and providing access to 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 cant manage what you cant measure. You
cant measure what you cant 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 business context.
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
Microsoft Business Intelligence is a complete
offering that enables all decision makers to
drive increased business performance.

• Comprehensive and integrated BI offering
• Widespread delivery of intelligence through
  Microsoft Office
• Enterprise-grade and affordable

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
Microsoft Business Intelligence
End user tools
Business Intelligence Platform
9
Microsoft Business Intelligence
10
Business Scorecard Manager
The Microsoft foundation for ubiquitous BI is
now in place. AMR research

• Launched on 10/24/2005.
• Certified by Norton and Kaplans Balanced
  Scorecard Collaborative.
• BSM deployments cost between 20-50 the cost of
  the average BI competitor deployments.
• Generally available today via your MSDN downloads.

Click here for AMR report
11
What is Business Scorecard Manager
12
(No Transcript)
13
Customer success
14
Microsoft IT
CustomerResults/Benefits
Customer Challenge
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
CustomerResults/Benefits
Customer Challenge
Solution

• Provide pro-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 companys
  performance.
• 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
• 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 empower
  metrics 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, youve 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
CustomerResults/Benefits
Customer Challenge
Solution

• Measure and improve key strategic goals and drive
  cross-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.
CustomerResults/Benefits
Customer Challenge
Solution

• Performance management became part of the company
  DNA by integrating scorecards in employees daily
  routine.
• Alignment between strategic goals and the
  companys 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
CustomerResults/Benefits
Customer Challenge
Solution

• Communicate corporate strategic goals 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
CustomerResults/Benefits
Customer Challenge
Solution

• Communicate corporate objectives and results
  broadly and consistently to employees, the
  public, the media and politicians.
• Turn data into actionable insights that was
  aligned with the organizations 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 wasnt 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 _at_
  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
23
Additional slides
24
Q/A

• Why BSM instead of SQL 2005
• Its not about instead its about together
• Whats your profile, what are your needs?
• BI concepts
• KPIs vs scorecards

25
Scorecards

• 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

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

26
Scorecards vs. KPIsIndicators by themselves
dont 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?
• Its 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.

27
KPIs are everywhereWin 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)

28
We give customers choices
If you customer needs to do email today, they
could chose any of the following solutions
Hotmail Outlook Express Outlook Pro
Send and receive email Yes Yes Yes
Manage contacts Yes Yes Yes
Manage calendar activities Yes Yes Yes

• 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.

29
Build, Consume, Manage
If you customer needs to do email today, they
could chose any of the following solutions
BSM SPS SQL Server Excel
Build Offline/Online building capability Reusable kpi definitions Scorecard built by business users Ability to write back kpi definitions to SQL 2005 High Low Low High
Consume Offline/Online end-user experience Aligned view of business thru strategy maps Every Kpis is owned by individual or group Context-driven kpis, scorecards and annotations High Medium Low High
Manage and Administrate Versioning of kpi, targets, scorecards, indicators Global audit reporting capabilities Allow business users to revert to previous versions Column, cell, row data and metadata value alerting High Low High Low
30
Microsoft Business Intelligence
31
Pricing Info
Production Licenses Prices Comments
Business Scorecard Manager 2005 CAL 175 per device or per user A CAL is required for every user or device that accesses the server.
Business Scorecard Manager 2005 Server License 4,999 US per server Each server on which Business Scorecard Manager 2005 is deployed requires a license
Business Scorecard Manager 2005 External Connector License 30,000 US per server The External Connector License enables an unlimited number of non-employees to access Business Scorecard Manager 2005 without any technical limitations or restrictions. This license may be obtained for every server that provides services to non-employees. A non-employee is a person who is not an employee, or similar personnel of the company or its affiliates, not any individual to whom you provide hosted services using the server software.
External links BSM pricing information Volume
Licensing