aderant business intelligence: unleash the power of...
TRANSCRIPT
ADERANT Business Intelligence: Unleash the Power of Information
Tom Jones: Director - Product Marketing, ADERANT
Agenda
• BI / OLAP / Cube Introduction• Product Overview: Expert Analytics Foundation• Product Demos
– Cube / Architecture Overview– Interactive Analysis: Microsoft Excel– ClearView Analytics: SharePoint– Microsoft SQL Server Reporting Services / Report Builder
• Technology Discussion• Looking Forward – OLAP Profitability• Conclusions
BI / OLAP / Cube Introduction
Improving organizations by providing business insightsto ALL employees, leadingto better, faster, morerelevant decisions
Complete and integrated BI and performance-management offering Widespread delivery of intelligence through Microsoft Office Enterprise-grade and affordable
ADERANT Business Intelligence
PersonalBI
TeamBI
OrganizationalBI
END USER TOOLS AND PERFORMANCE MANAGEMENT APPLICATIONS
BI PLATFORM (RDBMS, ETL, OLAP, Reporting)
DELIVERY
ADERANT / Microsoft BI Architecture
Firm Business Drivers
• Improve performance by…– Empowering financial analysts for strategic analysis
• Ready-built cube includes 200+pre-defined metrics• Allows focus on analysis (vs. data gathering)• Excel is the primary analysis tool
– Gathering and distributing performance metrics to business users
• Through SharePoint and/or SQL Server Reporting Services (SSRS)
– Extending the content of the firm SharePoint portal with…• Trending data / additional metrics• Graphical, interactive web parts
– Reducing report processing time
DataWarehouse
OLAPCubes
Expert Analytics Foundation
ClearViewAnalytics
OLAP Solution Architecture
ADERANTExpert
Payroll
HR
CRM
Staging DatabaseETL ETL
OLAPCubes
Expert Analytics Foundation
ClearViewAnalytics
OLAPViewer
OfChoice
Financial Analyst /Power User
BusinessUsers
User Experiences
SSRSReports
SharePoint
SSRSReports
KPIs
ClearView Analytics: Sample Web Parts
ClearView Analytics
• Unlocks value of business data in the cube• Delivers tailored BI information to business users
– Improves decision making / data visibility– Increases firm performance / profitability
• Library of 100+ pre-built web parts– Aged deliverables– Time requirements– Disbursements– Debt– Exposure– Scorecards (by person, matter, client, organization)
• Accessible online through SharePoint or browser• Interactive: Allows drill-down to additional information• Can be combined into role-specific pages
Firm Concerns about Analytics
• Expensive to build– Data gathering: huge effort to consolidate metrics– Technology challenge: cube building / tuning /
security• Expensive to deploy
– Costly CALs make it impractical to push analytics to the enterprise
– Proprietary technology requires expensive resources or consultants
• Difficult to customize– Lack of toolset / customization layer
Expert Analytics Foundation Release 7.5
• Leverages Microsoft technology– Microsoft SQL Server 2005 technologies (SSAS, SSIS, SSRS)– Tight integration with Excel, SharePoint– Path to Microsoft SQL Server 2008 features
• High performance– Fast Data loads (ETL and cube processing)– Near real-time data refresh – Responsive cube interaction (drill-down / slice and dice)
• Comprehensive security– Roles: Executive, Partner, PG Leader, Timekeeper– Can extend with SSAS security
• Cost effective– Encourages wide deployment
• Integrates with Expert Portal– Additional interactive web parts– Support for OLAP/cube data sources– Content can be deployed side-by-side with Expert Portal content
Data Warehouse / OLAP Cube Features
• 200+ performance measures• Full multi-currency support• Rapid data loading and refresh• Intuitive navigation
– Logical structure and hierarchy– Measure groups, drill-down
• Powerful, easy-to-use customization layer– Domain-Specific Language (DSL)– Easily customize, industry or firm terminology, dimensions,
measurements, calculations, etc.– Customizations preserved during upgrades
New Features (Service Pack 2)
New Features – Staging Database
• Introduces a new Staging Database between Expert and the Data Warehouse:
• Simplifies ETL customization• Simplifies integrating additional data sources• System generates the code to deliver Staging into
DW– More consistency– Fewer errors– Auditable
New Features – KPI’s in the Cube
• 60+ KPI’s defined within the Performance Cube • KPI groups
– Person– Matter– Client– Organization
• KPI components– Actual vs. Budget/Targets values– Status: Icons to indicate performance of Actual vs.
Budget– Trend: Icon indicates This Year vs. last Year position
• Key Point: Cube KPIs are available to applications
ClearView Analytics – New Web Parts
• Scorecards– Person scorecard– Matter scorecard– Client scorecard– Organizational scorecards– Based on cube KPIs
• Trend web parts• All ClearView components
can be customized by the firm
Product Demos
Excel-based Analysis
• Role: Financial Analyst• Assumes the cubes already exist• Skills
– Connect to data source– Create pivot tables– Create pivot charts
Demo – Excel-based Analysis
ClearView Analytics
• Library of 100+ pre-built, interactive web parts
• Can be combined into role-specific SharePoint pages
• Customizable– Toolset / source code included– Clients are not only enabled to modify content
– they are encouraged!Demo – ClearView Analytics
SQL Server Reporting Services
• Features– Fully supports OLAP data sources– Browser-based interface to launch reports– Interactive reports: drill-down, filtering– SSRS reports can be deployed in Expert Report
Center
• Creation Options– Report Designer (Developer)– Report Wizard (Financial Analyst)– Report Builder (All Users)
Demo – SSRS
Technology Discussion
Cube / Architecture Overview
• Required Components– Data source (data warehouse)– Measures– Dimensions– Cube
• Optional / Advanced Components– Calculated members– Measure groups
Demo – Cube / Architecture
DSL – Domain Specific Language
• DSL is a design strategy that allows clients to customize the Expert Analytics Foundation
– Regional, industry, or firm terminology – Dimensions, measures, calculated members,
and data warehouse– Note: ETL customization not covered by DSL
• Abstraction Layer for Customizations– Customizations do not change the base
product– Customizations are maintained during
upgrades– ADERANT upgrades are also handled by DSL
• Product Differentiator– Customize without needing technical
expertise in SQL Server or Analysis Services – Same customization layer that is being used
for the Expert Framework– Clients are empowered and encouraged to
customize
Firms can modify the data warehouse and cube using a drag-and-drop interface
Customizing Cube KPI’s
• Deliver a New KPI View within the Customization Domain Model
• Supports Modification of Existing KPI’s
• Supports Creation of new KPI’s
Near Real-time Data Refresh
• Optional configuration• Can set up as a scheduled event (hourly, 4x/day, etc.)• Refreshes fact tables• Only refreshes changed data• Dimensions updated in nightly processing
– Change of client address– Change in employee role (etc.)
• Need for near real-time is dependent on content– Personal Performance metrics – Yes– AP / Collections - Yes– Strategic metrics – Probably not
• Overnight refresh is probably fine for most firms
Technology – Key Points
• 100% Microsoft technology• Single vendor solution• SQL Server 2005 Analysis Services
– Included at no charge with SQL Server 2005 license– Leverage in-house Microsoft skills– Tight integration with Excel, SharePoint
• Path to SQL Server 2008 features• Client is empowered to modify content
– DSL for modifying cube– Toolkit for modifying web parts
Looking Forward…
OLAP Profitability
Summary of Features
• Functionality of current Expert Profitability• Leverages all features of Expert Analytics Foundation• OLAP (cube) architecture• Support for multiple data sources (generic connectors)• Profitability engine / allocations• SSRS reports (P&L, ranking)• Profitability Web Parts for SharePoint• Multi-currency support• ETL and customization capabilities of Expert Analytics
Foundation
OLAP Profitability
• Measure groups– Profitability– Per Partner– Per Equity Partner– Per Lawyer– Per Fee Earner– Hourly Averages– Per Partner Point
• 6-12 measures / KPIs per measure group
Currently in design / development
Sample MeasuresProfitability• Profit• Profit Margin %• Revenue• Total Expense• Direct Expense• Indirect Expense • Gross Profit (Profit
without direct expenses)
• Gross Margin %• Gross Margin w/o
EP Comp• Gross Margin w/o
EP Comp %
Per Partner Profit per Partner Revenue per Partner Total Expense per
Partner Direct / Indirect Expense
per Partner Gross Profit per Partner Profit per Partner Hour Billing Contribution per
Partner (Projected PPP for individual partner versus the firm PPP goal, expressed as a percentage)
Hourly Averages Avg Hourly Profit Avg Hourly Revenue Avg Hourly Total
Expense Avg Hourly Direct
Expense Avg Hourly Indirect
Expense Avg Hourly Gross
Profit
~70 measures will be included
KPIs and web parts provided for all measures
Dashboards
• Client Profitability• Matter Profitability• Partner Profitability• Timekeeper Profitability• Practice Group Profitability• Office Profitability• Total Firm Profitability• Rank Profitability• Client Analysis• Matter Analysis• Discount Analysis Interactive
DrillableFilterableSecurity-enabledCustomizable
Scorecards
• Client Profitability• Matter Profitability• Partner Profitability• Timekeeper Profitability• Practice Group Profitability• Office Profitability• Total Firm Profitability• Rank Profitability
Choice of KPIsChoice of # of KPIsChoice of indicatorsFirm-defined goals
Web Parts
• Set of 50+ Web Parts
Clients can customizeClients can add Web Parts
Conclusions
Attribute Client Benefits
Information Access 200+ performance metrics support in-depth financial analysis
Microsoft Technologies Microsoft-based solution streamlines IT and lowers TCO
Customizable Content Source code and toolsets enable and encourage customizations
Role-based Content / UI Interface and content can be designed specifically for firm role
Expert Analytics Foundation: Key Points
Encourages Accountability Metrics available for all employees to monitor their own performance
Cost Effective No CALs required - encourages wide deployment across the enterprise
Availability / How to Order
• Expert Analytics Foundation is available for purchase now
• Pricing – contact your Account Executive
** Contact your Account Executive for additional information
In Closing…
• Questions?• Product information is available on
– www.aderant.com
• For more information or a firm demonstration– Contact your ADERANT Account Executive– Or [email protected]
• Thank You!