Bruno Aziza

Product Manager
Office Business Applications
brunoaz@microsoft.com

Joey Fitts

BDM SI Partners
Office Business Applications joeyf@microsoft.com

Microsoft Business Intelligence

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

Analyzing
Drill down, exception reports, rootcause analysis, multidimensional analysis

Reporting
Detailed operational data Sharing standardized reports

Monitoring
Dashboards, scorecards and alerts

Planning
Create plans, models and scenarios, which are then fed back into the monitoring layer and encoded as targets and thresholds. 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

Drive Corporate Performance

Giving 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

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

Customer Solutions
Spreadmarts or IT-driven scorecards or

Managed Few in number Easy to understand

Standardized Context-driven Predictive

Analysis paralysis or

Misaligned business architecture or

Relevant Owned Actionable

Aligned Balanced and linked Transformative

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

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

Microsoft Business Intelligence

Portal (SharePoint) End-user Tools End-user Analysis (Excel)

Integrate Technical Layer

Analyze

Report

Data Warehouse

End user tools

Business Intelligence Platform

Microsoft Business Intelligence

Portal (SharePoint) End-user Tools End-user Analysis (Excel)

Business Layer

Corporate Performance Management (Business Scorecard Manager and Biz#)

Technical Layer

Integrate

Analyze Data Warehouse (SQL Server)

Report

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

What is Business Scorecard Manager

Build
Consume and Integrate
BSM Client BSM Server
Oracle SQL Server
Spreadsheets Local DBs Unstructured Data sources

SharePoint Scorecards Dashboards Reports Context analysis Rich filtering Collaboration Workflows Online/Offline SQL reports Office applications IM, Email, Calendar XML, Excel, TIFF, PDF

Application Metadata Business Logic Access Security

Customer success

Microsoft IT
Customer Challenge
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.

Solution
Enterprise BI vision Enterprise Class software and hardware Rapid Development of BI solutions Ease of integration with 3rd party tools and workflow and portals

Customer Results/Benefits
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.

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

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

MSIT screenshot

Internal only

Premier Bankcard
Customer Challenge
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.

Solution
Enterprise BI vision
Enterprise Class software and hardware Rapid Development of BI solutions Ease of integration with 3rd party tools and workflow and portals

Customer Results/Benefits
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.

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

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

Expedia
Customer Challenge
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.

Solution
Enterprise BI vision
Enterprise Class software and hardware Rapid Development of BI solutions Ease of integration with 3rd party tools and workflow and portals

Customer Results/Benefits
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.

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

Skanska U.S.A.
Customer Challenge
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.

Solution
Enterprise BI vision
Enterprise Class software and hardware Rapid Development of BI solutions Ease of integration with 3rd party tools and workflow and portals

Customer Results/Benefits
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.

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

Development Bank of Southern Africa

Customer Challenge
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.

Solution
Enterprise BI vision
Enterprise Class software and hardware Rapid Development of BI solutions Ease of integration with 3rd party tools and workflow and portals

Customer Results/Benefits
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 proactively driving scorecards results.

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

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

Israeli Police Force

Customer Challenge
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.

Solution
Enterprise BI vision
Enterprise Class software and hardware Rapid Development of BI solutions Ease of integration with 3rd party tools and workflow and portals

Customer Results/Benefits
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.

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

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

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 @ 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

Demo

Additional slides

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

Scorecards vs. KPIs

You can tell how much gas you have?

Indicators by themselves dont tell you how to win the race

Can you tell me if you will win the race if:

Gas gauge

You can tell how fast you are going?

Speedometer

You tell how far you have to go?

Mileage counter

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.

KPIs are everywhere

Win 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)

Margins Acquire customers

Satisfy customers

Revenue

Retain customers

Spend

We give customers choices

If you customer needs to do email today, they could chose any of the following solutions

Hotmail Send and receive email Manage contacts Manage calendar activities Yes Yes Yes

Outlook Express Yes Yes Yes

Outlook Pro 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.

Build, Consume, Manage

If you customer needs to do email today, they could chose any of the following solutions
BSM SPS Low SQL Server Low Excel High

Build
Offline/Online building capability Reusable kpi definitions Scorecard built by business users Ability to write back kpi definitions to SQL 2005

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

Microsoft Business Intelligence

End user tools
Personal Analytics (Excel)
Portals (SharePoint) Report (SSRS)

Business Platform

Corporate Performance Management (Business Scorecard Manager)

Technical Platform

Integrate (SSIS)

Analyze (SSAS)
Data Warehouse (SQL RDBMS)

Report (SSRS)

Pricing Info
Production Licenses Business Scorecard Manager 2005 CAL Business Scorecard Manager 2005 Server License Business Scorecard Manager 2005 External Connector License Prices $175 per device or per user Comments
A CAL is required for every user or device that accesses the server. Each server on which Business Scorecard Manager 2005 is deployed requires a license 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.

$4,999 US per server

$30,000 US per server

External links
BSM pricing information Volume Licensing