BPIO University Business IntelligenceOverview

INTRODUCTION TO BUSINESS INTELLIGENCE

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Operations Manager Sales Director

Customer Support Rep“I need better access to information to make better decisions on cross-sell and up-sell opportunities.”

“I need to have the right demographic information so I can better target my opportunity prospecting.”

Sales Rep

CEO“I need to know that the people in my organization have the right goals in place to understand and execute on the strategic initiatives of the company.”

“I need better visibility into our pipeline performance so I can focus on deals that help me grow business with my most profitable customers.”

“I need better visibility into my cost of operations so I can target specific cost reduction opportunities that won’t have a negative impact.”

Planning Analyst“I need to improve our analytics capabilities so we can understand our current business performance and do a better job of planning for the future."

Source: “Creating the Office of Strategy Management” by Robert Kaplan and David P. Norton, Harvard Business School, April 2005

People

Better Insight and VisibilityA need that exists throughout the organization

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ScorecardsMeetings

Analytic applications

Presentations

Financial reports

Dashboards

Webcasts

Charts and graphsInternet

Project plans

Documents

Spreadsheets

Intranet

Blogs

Portals

RSS feeds

Business books

Television reports Magazines

Newspapers

IM/chat

Email

Scorecards

Slide decks

Meetings

Analytic applications

Presentations

Financial reports

Dashboards

Webcasts

Charts and graphsInternet

Project plans

Documents

Spreadsheets

IntranetBlogs

Portals

RSS feeds

Business books

Television reports

Magazines

NewspapersIM/chat

Email

Information Overload

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The IT Dilemma With Business Intelligence TodayDeliver business needs while managing cost and complexity

Transparent Organizations

One Worldof Business

Changing Workforce

Always On, Always Connected

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Average BI budget will increase by 4.8%

InformationWeek article on BI Spending77% of respondents

Less than a quarter of workers use BI software todayOnly 8% report more than half of employees use BI softwareBut 38% say more than half of their employees will useBI software in two years

http://www.gartner.com/press_releases/asset_143678_11.htmlhttp://www.informationweek.com/showArticle.jhtml;jsessionid=IFNUVEI1VUFNYQSNDBOCKH0CJUMEKJVN?articleID=181500685

Gartner CIO Study Results1,400 surveyed in 30+ countries representing $90B+ in IT Spending

“Business Intelligence will surpass security as their [CIOs] top technology priority this year.”

- Gartner

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DifficultTo Use

Fragmented

Inflexible

Departmental

Costly

“Foreign” tools inhibit adoption and use

Functionality split across multiple tools

Rigid and unable to change with the business

Narrowly deployed without a complete view

Too costly for broad deployment

Today’s BI Reality for Most Organizations

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The Microsoft BI Difference

IT Flexibilityand Control

+World-ClassExperience

Empowered People Dynamic Systems

Get faster results with afluent BI User InterfacePersonalized BI experiences for individual role and work-stylesComplete suite of BI capabilities across web,mobile device, desktop

Interoperate with existing systems using servicesand connectorsScale on secure and reliable enterprise class infrastructureBuild new BI capabilities on top of enterprise standards

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Complete and integratedBI and PerformanceManagement offering Agile products that adapt tohow your need the informationBuilt on a trusted partof your IT backbone

Improving organizations by providing business insights to

all employees leading to better, faster, more relevant decisions

Microsoft Business IntelligenceVision and strategy

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Visualization

Analytics

Dashboardsand Scorecards

Collaboration

Query andReporting

Data Integration

PersonalProductivity

Predictive Analyticsand OLAP Analysis

MetricsManagement

Planningand Budgeting

A Complete BI OfferingDelivering pervasive value across the enterprise

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AgilityPersonal BI

AccountabilityTeam BI

AlignmentCorporate BI

Delivering the Right BI ToolEvery role in the organization

Business Intelligence Sub-Capabilities

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Data Management

Information Delivery

Performance Management

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Data Management

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Data Management ChallengesOrganizations face a convergence of factors

IT Challenges

Proliferation of new data types which organizations must keep track of

SOX, BASEL II, HIPPA and others require organizations to store data more securely for longer periods of time and higher levels of privacy

Users want to consume data no matter their location and with a variety of devices

End User Challenges

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Build FasterConnect to dataCleanse dataIntegrate data

Manage EfficientlyEfficient Data StorageManage mixed workloadsStreamline Aggregates

Scalable PerformanceDW Query OptimizationsEnhanced Partitioning

Integrate and Manage DataNext generation data warehousing

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Information DeliveryQuery, Reporting, & Analysis

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IT Challenges

Cost of training and low end user adoption of new tools

Data stored in multiple data sources

Need scalable and reliable report processing

Inefficient report development process

Enablement of end user data access and analysis

Difficult to find the right content, data and people

Disintegrated islands of information and applications

Steep learning curve for new tools

Diverse analytical needs Rapid, ad hoc decision support

End User Challenges

Information Delivery ChallengesOrganizations face a convergence of factors

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UDM

SQL Server

Oracle DB2

Tera- data

PerformancePoint Server

Reporting Services Microsoft

SharePoint

Excel

Ready Information for Self Serve AccessBuild on an open analytic platform

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Performance Management

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The Value of Performance ManagementWhy performance management matters to customers

“Companies in the top quartile in terms of their BPM practices … generate 2.4 times the three-year total shareholder return of the typical company in their industry”

Hackett Group, reported in Business Performance Management Magazine, February 2007

50% of large companies “believe that a gap exists between their company's ability to formulate and communicate sound strategies and its success at implementing them.”

OnPoint Consulting, reported in Business Finance Magazine, November 2006

“Business Intelligence (BI) is the #1 priority for CIO’s to deliver on in 2008.”

Gartner, January, 2008

95% of a typical workforce does not understand how the organizational goals and objectives relate to their jobs

Strategy and Execution in Performance Management, Palladium Group/BSCOL, 2007

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IT Challenges

Multiple users, multiple tools Decentralized business logic Disintegrated systems Flexible and scalable budgeting

and planning architecture Regulatory compliance

Poor communication and execution of corporate strategy

Lack of accountability Inconsistent performance metrics Long budget cycles Lack of transparency in the data Manual consolidation

End User Challenges

Performance Management ChallengesOrganizations face a convergence of factors

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Need for an Integrated ApproachAligning past information, present conditions, and future outcomes

ForecastingWhat will happen?

Scorecards and DashboardsWhat is Happening?

Planning, Budgeting, Consolidation

What do I want to happen?

Analytics

Why did it happen?Reporting

What happened?Common KPI’s

and Business Rules

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END USER TOOLS AND PERFORMANCE MANAGEMENT APPLICATIONS

BI PLATFORM (RDBMS, ETL, OLAP, Reporting)

DELIVERY

Mainframe/ Departmental Systems

Integrated Business Intelligence OfferingDrives adoption throughout the enterprise

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Easily access LOB dataSetup your most common data connections once with the Data Connection LibraryEnhanced support for SQL Server 2005 Analysis Services Cubes

Analyze the data with powerful, easy to use toolsIdentify trends with improved conditional formattingImproved PivotTable views are approachable to allAdvanced filtering and sorting

Share your analysis with others safelyBe selective to publish entire spreadsheets or single components to Excel Services on SharePoint ServerManage permissions and protect dataUse Excel Web Parts to create meaningful dashboards

Give Business Intelligence to EveryoneEmpower more users with powerful analysis capabilities in Excel

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Excel Great cross product investments optimizing Excel as analytical client for Analysis Services.Agile and Familiar environment.Rapid, ad-hoc decision support. Enables advanced modeling and calculations not yet formalized into a database-driven system.

Rich Web AnalysisGreat cross product investments optimizing PerformancePoint as thin analytic client for Analysis Services.Rich web capabilities for data exploration. Embedded into dashboards for guided and contextual root cause analysis.

Provide End User AccessThrough familiar Microsoft Office products

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Enable easy to use predictive analysis

At every desktop For every information worker

Through three powerful add-insPredictive capabilities readily available for business users in ExcelData mining client for building data mining models in ExcelData mining templates for project visualization in Visio

Provide Powerful Predictive AnalysisBring data mining to the masses

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Video

Premier Bankcard

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• Take BPIO U Tech Track Training (PerformancePoint Server)

• BI product info: http://partner.microsoft.com/bi• Take training on SQL 2008

Get Ready

• Execute BI Partner Solutions Plan (PSP) with your Partner Account Manager

• Develop a proactive BI Marketing Campaign with your PAM• Feature your offering in Office Systems Solutions Directory • Tell Microsoft about your wins!

Engage

• Achieve BI Competency, Performance Management Specialization and BI Platform Specialization

• Develop distinctive industry solution offerings (get vertical!)• Visit http://www.partner.microsoft.com/bi to get started

Specialize

Call to Action

© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market

conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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