BIO for MS Dynamics SL... (PowerPoint Presentation)

1,232 views
1,162 views

Published on

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,232
On SlideShare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
31
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • This slide represents the overall Business Intelligence vision for Microsoft, which of course is the one and same vision that is driving all BI related offerings within the organization, including our offerings for Microsoft Dynamics… (Internal Comment: This slide is used across all BI teams in Microsoft when talking about our vision and strategy, meaning that this is a slide that is to be showed over and over again) The vision is really about providing insight [via Anytime, Anywhere Access] to ALL employees throughout the organization leading to better, more timely and relevant decisions….[It’s all about improving organizations by empowering employees to make better decisions]. So, what do we mean by ALL employees: Historically the ability of gaining insight into business data has been the privilege of the finance departments [and business analysts]. Those days are over. [Surely financial reporting is still is a very important area of Business Intelligence – however] the scalable, user friendly, rich analytics of the Microsoft BI application platform are to help you expand this insight privilege to encompass all users throughout your organization. Whether they are working on the strategic, the tactical or the operational level, our BI applications are to make more informed decisions a natural part of all employees everyday work experience. A sure bet on fast return on your investment
  • Report Card Now we have seen individual Frames of Information. These individual frames can be accesses directly through the BIOVue client, from Oulook, Sharepoint, Business or any corporate portal. Even Word and Power Point. We would like to make role specific information as easy as possible to access and across he organization and skill levels. Report Cards can help drive high adoption rates. Report Cards are just a collection of individual frames that are linked together. Change a selection at the top and it updates the entire Card. On this employee report card , there is even a section for entering in the employee budget by labor acct. (See bottom) (Each section is can still be fully interactive in its own right) This screen may be good for the one or two click user who just wants to know everything about a specific business object Other report cards include: Customer Project Inventory GL Account SalesPerson Department Etc…
  • Global BI sales are growing 10 percent annually and now top about $4.5 billion per year, according to International Data Corp., a Framingham, MA-based research firm.
  • Reliable BI Methodology A complete systems approach to back-end processing Automate the data extraction, cleansing, staging, cube-building, maintenance and scheduling processes Pre-validated analytic data model for Microsoft Dynamics SL Domain expertise across functional modules and database schema Rapid, repeatable implementation process Pre-configured to work with Microsoft Dynamics SL 6.0 and 6.5 One-click setup Installs all components and prepares data for analysis Pre-defined content Subject areas (dimensions), measures and business views by employee role Simplified evaluation process Perform a proof of concept in a day (or less) Rapid deployment Train and provide to end-users within one week of installation Reasonable cost of acquisition, ownership, and customization Low acquisition cost Attractive entry-level price Can use existing SQL Server technology Customer can be self-sufficient Perform analysis without outside assistance Self-service reduces the cost of creating new business views Affordable customization Repeatable process for partners to add value through new metrics or data sources Partner role changes from BI developer / implementer to business consultant
  • BIO™ for Microsoft Dynamics™ SL is an easy to use analytics solution that provides all people in an organization with unique and relevant insight into business drivers. Through an interactive, self-service tool, BIO for Microsoft Dynamics SL provides personalized, role-based scorecards for everyone in your organization. BIO allows your people to assist in: Increasing the lifetime value of customers Decreasing the cost of product and service delivery Strategic planning to expand your business By leveraging the power of the Microsoft Dynamics SL, Microsoft Office, Business Scorecard Manager, and SQL platforms, BIO for Microsoft Dynamics SL empowers all business users to build, manage and utilize scorecards and reports through familiar tools. This powerful solution keeps your team focused on the health and success of your business every day.
  • So let’s have a look at the key components making up the platform at the very high level: Key point are the buckets and how the Microsoft Dynamics offerings serve as the business data provider for the BI diagram, consuming the core Microsoft BI assets First we have the Microsoft SQL Offerings server laying the foundation of the platform. The SQL Server representing the relational Database management System, the SQL Server Integration Services as the ETL (Extract, Transform, Load) supporting the integration of various data sources, the SQL Server Analysis Services hosing the OLAP cubes [and as of SQL Server 2005  UDMs] supporting the multidimensional analysis and the SQL Server Reporting Services for managed reporting supporting the creation, management and distribution of reports. Next we have the End user tools represented by Excel for the End User Analysis as well ad the Office portals! Third we have the application layer represented by the Business Performance Applications – represented by for e.g. the Microsoft Office Business Scorecard Manager Finally you can see how the Microsoft Dynamics offerings serve as the business data provider for the BI diagram, consuming the core Microsoft BI assets….. Let take a deeper dive into this BI diagram from an Microsoft Dynamics perspective: Next Slide
  • Objective: Present an i deal scenario. Talking points: Vince, starts out Monday morning with a cup of coffee and a review of his own home page. It has his calendar and Outlook integrated, along with views into all the major areas he’s responsible for, links to key documents and systems, and reports. Carrying a second cup of coffee, he heads down to the shop floor after reviewing the master production schedule. Even while on the floor, he’s not out of touch. He gets an urgent email and meeting request from the CFO and heads back to his office. During the course of the day, Vince is able to check the status of each customer order as it progresses through the plant. This is handy when he gets a call from one of the company’s best customers. Ever since his company implemented the new shop floor control system, work-in-process inventory has become easy to track. He was skeptical at first, but because the system uses barcodes, and RFID data entry is kept to a minimum, so his workers can focus on their tasks. Ever since the new CRM system was implemented, sales forecasts have become a lot more reliable, which makes Vince’s job easier. In the past, there were a lot of cancellations and rush orders, but not any more. And the number of engineering change orders has been reduced too. Demand planning has become a lot easier with the automated production scheduling system. Although he thought he used to do a fine job with spreadsheets and sticky notes, Vince is now able to quickly evaluate his options if a new order comes in. He can reallocate existing jobs and see the effect it will have on delivery dates. The Sales department is a lot happier, as they have more confidence in Operations’ ability to deliver. Vince puts out so many fires during the day that he doesn’t get to his reports until evening. Luckily for his family’s sake, reports like business scorecard, late vendor shipments, and production quality are quick to pull up and take the appropriate action. Although his shop isn’t “lean” yet, it’s getting there. Technology integration: Microsoft Business Solutions ERP, ISV provided shop floor control, Microsoft Office SharePoint Portal 2003, and Exchange Server. Transition: Are other companies doing what Vince does?
  • Objective: Demonstrate that the Vince’s story is not just theory. Talking points: Vince’s story is not just a theory. Companies in the top quartile average 87.3 out of 100 in real-time inventory tracking, while those in the bottom quartile average only 43. Software projects to improve operations and reduce costs that have been initiated by top midsize businesses have also yielded strong business performance results in: Automated production planning. Insight into operations. Operations, of course, don’t just consist of production. Areas like customer service and finance are also strong candidates for process improvement, including: Customer order processing. Automated returns. Complete insight into finances. Effective forecasting. Transition: What kind of results?
  • BIO™ for Microsoft Dynamics™ SL is an easy to use analytics solution that provides all people in an organization with unique and relevant insight into business drivers. Through an interactive, self-service tool, BIO for Microsoft Dynamics SL provides personalized, role-based scorecards for everyone in your organization. BIO allows your people to assist in: Increasing the lifetime value of customers Decreasing the cost of product and service delivery Strategic planning to expand your business By leveraging the power of the Microsoft Dynamics SL, Microsoft Office, Business Scorecard Manager, and SQL platforms, BIO for Microsoft Dynamics SL empowers all business users to build, manage and utilize scorecards and reports through familiar tools. This powerful solution keeps your team focused on the health and success of your business every day.
  • 1)Organizational wide / across BIO provides a single truth from front line worker to executive suite, from the accounting department through project operations. (Can be referred to as up and down the organizational structure and across functional areas). 2)Types of Analytics Business analytics is not just about KPI’s and, dashboards with thermometers and odometers for top management decision makers (this is usually where larger companies and BI players focus. Usually referred to as CPM Corporate Performance Management, BPM Business Performance Management ). For middle market companies, operational analytics provides even more upside potential. Imagine if you can make each individual on your staff just 2 % more effective with their ability to utilize information. 3)Effectiveness (May want to talk efficiency vs effectiveness. Efficiency can only reduce cost to a fixed minimum level. Effectiveness of the usage of informational has much greater upside potential) 4) High Adoption Our goal is to drive high adoption throughout the organization by providing actionable knowledge to each user in a form and context that enables them to be most effective. This is done by providing a content rich, self service interactive user experience, tailored to their business role and capabilities
  • 1)Organizational wide / across BIO provides a single truth from front line worker to executive suite, from the accounting department through project operations. (Can be referred to as up and down the organizational structure and across functional areas). 2)Types of Analytics Business analytics is not just about KPI’s and, dashboards with thermometers and odometers for top management decision makers (this is usually where larger companies and BI players focus. Usually referred to as CPM Corporate Performance Management, BPM Business Performance Management ). For middle market companies, operational analytics provides even more upside potential. Imagine if you can make each individual on your staff just 2 % more effective with their ability to utilize information. 3)Effectiveness (May want to talk efficiency vs effectiveness. Efficiency can only reduce cost to a fixed minimum level. Effectiveness of the usage of informational has much greater upside potential) 4) High Adoption Our goal is to drive high adoption throughout the organization by providing actionable knowledge to each user in a form and context that enables them to be most effective. This is done by providing a content rich, self service interactive user experience, tailored to their business role and capabilities
  • Pre-configured to work with Microsoft Dynamics SL 6.0 and 6.5 One-click setup Installs all components and prepares data for analysis Pre-defined content Subject areas (dimensions), measures and business views by employee role Simplified evaluation process Perform a proof of concept in a day (or less) Rapid deployment Train and provide to end-users within one week of installation
  • A complete systems approach to back-end processing Automate the data extraction, cleansing, staging, cube-building, maintenance and scheduling processes Pre-validated analytic data model for SL Domain expertise across functional modules and database schema
  • Low acquisition cost Attractive entry-level price Can use existing SQL Server database licenses for MSAS (?) Customer can be self-sufficient Perform analysis without outside assistance Self-service reduces the cost of creating new business views Affordable customization Repeatable process for partners to add value through new metrics or data sources Partner role changes from BI developer / implementer to business consultant
  • Report Card Now we have seen individual Frames of Information. These individual frames can be accesses directly through the BIOVue client, from Oulook, Sharepoint, Business or any corporate portal. Even Word and Power Point. We would like to make role specific information as easy as possible to access and across he organization and skill levels. Report Cards can help drive high adoption rates. Report Cards are just a collection of individual frames that are linked together. Change a selection at the top and it updates the entire Card. On this employee report card , there is even a section for entering in the employee budget by labor acct. (See bottom) (Each section is can still be fully interactive in its own right) This screen may be good for the one or two click user who just wants to know everything about a specific business object Other report cards include: Customer Project Inventory GL Account SalesPerson Department Etc…
  • Sample view Before going into the live application lets take a look at a sample screen This is a basic frame that looks at labor distribution for a specific employee by week. Notice the traffic lighting, which is based on a standard 40 hour week. Across the bottom we see this graphically by the 52 weeks of the year. Right now were looking at Gordon James, but we could select any other employee or group of employees. These buttons at the top or offspread, enable us to focus or slice on any of the other business dimensions such as projects, tasks, and time. (see buttons across top) BIO excels at its ability to help the user generate and then answer the 2 nd and 3 rd questions, that lead to action. For Example: What clients is this employee working on and what are they doing at these clients?
  • Interactive and self-service. With a few clicks and seconds later, we can now look at that same employee Gordon James, and understand what clients he is working on and how much time he is spending on each task. This is self service interactive analytics
  • Dimension Extender Enables dimensions defined in the Microsoft Dynamics™ SL Connector to be extended with text and numeric user fields and ProjectID fields as member proprieties. Enable member text properties to be identified as Virtual Dimensions (and used in Cube templating and editing) DTS Sub package Creator Enables User to dynamically create DTS packages as a subset of the Master DTS package. Cube Templating Templating Defines the standard and advanced cubes in terms of allowable dimensions, transaction types and calculated measures and templating rules Allows the User to Create 2 versions of a template defined cube. Cube editing functionality to modify a templated cube as follows. delete dimensions/hierarchies; except transaction type Within a particular cube, add or swap additional hierarchies that exist in the dimensions as defined in the cube template for that specific cube. Includes virtual dimensions/hierarchies added through the dimension extender. Limit 12 hierarchies per cube. Write back ability to modify a cube between drill through and write back
  • Metadata Layer Mapping of Metadata Mapping of factdata Development of derived Calculation/Metrics, and hierarchies based on source Microsoft Dynamics™ SL data. i.e. customer retention Microsoft Dynamics™ SL transaction type map into BIO Adaptive data repository Microsoft Dynamics™ SL specific Segment Creator Processes to create and populate and update the BIO data repository for Microsoft Dynamics™ SL Analytics Layer Defined Standard and Advanced Dimensions and Hierarchies Defined Standard and advanced Cubes Defined Cube Calculated Measures Modules Covered BIO Standard Financial Series (Limited payroll) BIO Advanced Distribution – (Limited work order) Project Management and Accounting Service Services (limited) Versions supported Microsoft Business Solutions – Solomon 6.0 Microsoft Dynamics™ SL 6.5 and future versions
  • BIO Vue Users (2 Pack) REQUIRED BIO Vue Users (10 Pack) BIO Vue Users (25 Pack) Pinned and Floating CALs By default, CALs are associated with the user’s Windows credentials on a “first-come, first-allocated” basis. Also by default, CALs are “pinned” to the user credentials with which they are initially associated. An administrator can mark a CAL as “floating” using the BIO Vue Server web admin UI. A “floating”, a CAL will be assigned to a user, but will be automatically unassigned if that user does not re-access a BIO Vue report (including via a web part) within 14 days.
  • BIO for Microsoft Dynamics SL success model. To recap, the BIO for Microsoft Dynamics SL focus is to drive high adoption throughout the organization through ease-of-use, and the value of the knowledge made available. In standard mode, it can be up and running out-of-the-box day one. BIO for Microsoft Dynamics SL is adaptable to your specific business requirements by the non-technical business user, who can create and rearrange their own perspectives and multidimensional views of information. It can also be extended beyond the Microsoft Dynamics SL environment without DI development expertise. BIO for Microsoft Dynamics SL is another example of how our partners with domain expertise can leverage the Microsoft building blocks to create solutions that deliver breakthrough ROI. Deliver break-through ROI by enabling high adoption throughout the organization, ease of use and knowledge content Up and running day one. Trained in a week. Tangible return in a month. Modifiable and extendable beyond the Microsoft Dynamics SL environment, without BI development expertise Provide the most thorough translation available of the Microsoft Dynamics SL database in easy to understand and use business terminology Leverage the Microsoft business intelligence (BI) development platform
  • Now, that we have laid a foundation for one of the ways you may interact with information, lets spent a few minutes on the concepts of working with information in a multi dimensional environment. All of your business data can be defined by a finite number of dimensions. We just worked with a few of them in the last example. Each dimension has individual members that may grouped into different rollups or aggregates. When we looked at the project dimension, projects were grouped by customer. The other Dimensions we worked with were Project Managers, Departments, Months and Years. The information we were looking at is simply the intersection of these dimensions for specific values. For example where the month May intersects the years 2005 and the project is 040010 Kmart and the Project Account is Revenue, a value exists. That value be the sum of thousands of individual transactions. The Analytics platform enables the non-technical user to interact with these dimensions and values based on the task at hand
  • As users we also have different needs on the type of information required. It is not always current month amount and hours. Measures enable us to do this. Measures can automatically calculate YTD amounts, Life to date amounts, rolling time periods, percents of total and ranking and much more.
  • Much of what we spoke of this morning is accomplished through controlling and harnessing data into information.
  • With BIO for Microsoft Dynamics SL we were able to show an analytics solution in action. From trend to insights to alerts
  • We saw example by management by exception, with burn rate analysis, and underperforming projects. We saw risk evaluation with Revenue and billing analysis. We showed better access to drive customer satisfaction with Project start and Lag information.
  • BIO for Microsoft Dynamics SL provides a unique value opportunity for middle market companies. As a product it can work with any backend system. As a Professional Services Organization, the value is even greater when connected to the Solomon system. The Microsoft Dynamics SL connector provides one of the most complete and simple solutions to business analytics. The connector alone is a compilation of thousands of hours of development tempered by real life practical business use. With the Microsoft Dynamics SL system you can be up and running in one day. Speak through the other points as noted
  • ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 06/02/10 06:57
  • BIO for MS Dynamics SL... (PowerPoint Presentation)

    1. 1. BIO™ for Microsoft Dynamics ™ SL Executive Overview
    2. 2. Agenda for a New Opportunity <ul><li>What is Business Intelligence? </li></ul><ul><li>BIO™ for Microsoft Dynamics ™ SL </li></ul><ul><li>The Opportunity for Customers </li></ul><ul><li>Microsoft Business Intelligence Strategy </li></ul>
    3. 3. “ Where do I need to focus today to have the biggest impact on my business?”
    4. 4. Microsoft Business Intelligence Vision Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions <ul><li>Integrated platform and applications </li></ul><ul><li>Secure and personalized </li></ul><ul><li>Collaborative </li></ul><ul><li>Cost effective and comprehensive </li></ul>
    5. 5. What is Business Intelligence? <ul><li>There are a lot of definitions, but in practical terms, provide tools that allow people to: </li></ul><ul><ul><li>Focus on exceptions, rising and falling stars, from a single version of the truth. </li></ul></ul><ul><ul><li>Create actionable knowledge for all people, amplifying their impact on the business </li></ul></ul><ul><ul><li>Provide the command and control needed to execute </li></ul></ul><ul><ul><li>Allow executives to work on the company not in the company </li></ul></ul><ul><li>Common terms: Business Analytics, Operational Analytics, Business Intelligence, Corporate Performance Management, Business Performance Management, Scorecarding </li></ul>
    6. 6. BIO™ for Microsoft Dynamics ™ SL Here is a sample of a report card for a particular employee – a billable consultant. With this, companies can measure and improve divisions, groups, managers, employees, etc. Employee Time by budget Employee Time by project Employee Time by client Employee Time by % of week day annual tasks and budget
    7. 7. Business Intelligence Market Opportunity <ul><li>Source: Gartner Dataquest (October 2004) </li></ul><ul><li>North and Latin America 5-Year CAGR = 5.3% </li></ul><ul><li>Gartner increased 5-Year CAGR to 7.3% in January, 2006 </li></ul><ul><li>WW market size now estimated to be $2.1B in 2008 </li></ul>
    8. 8. Business Intelligence Challenges in the Mid-market <ul><li>Customer Resistance to BI Projects </li></ul><ul><ul><li>Fear of risk (lack of ROI or BI project failure) </li></ul></ul><ul><ul><li>Fear of distraction (opportunity cost of Execs’ time) </li></ul></ul><ul><ul><li>Fear of dependency (no end to partner consulting) </li></ul></ul><ul><ul><li>Skepticism (market hype / exaggerated claims) </li></ul></ul><ul><ul><li>Inertia (other things perceived as more important) </li></ul></ul><ul><li>Crowded Marketplace – Lots of Voices </li></ul><ul><ul><li>Tier 1 BI players desire to move into the mid-market </li></ul></ul><ul><ul><li>ERP competitors have packaged analytic offerings </li></ul></ul><ul><ul><li>Multiple technology messages </li></ul></ul>
    9. 9. The Opportunity for our Customers Microsoft Dynamics SL BI Market Strategy <ul><li>Tangible insight that can amplify the impact of people on the business every day </li></ul><ul><li>Manage risk on behalf of the customer </li></ul><ul><ul><li>Reliable BI methodology and technology </li></ul></ul><ul><ul><li>Rapid, repeatable implementation processes </li></ul></ul><ul><ul><li>Reasonable cost of acquisition, ownership and customization </li></ul></ul><ul><li>Reduce technology adoption cost </li></ul><ul><ul><li>Built on the Microsoft BI Platform – SQL Server and Office </li></ul></ul><ul><ul><li>Enhances the value of Office, Business Scorecard Manager, SharePoint Server, and SQL Server </li></ul></ul><ul><li>Result: </li></ul><ul><ul><li>Customer objections are addressed </li></ul></ul><ul><ul><li>Tangible business benefits provided to customer within 30 days of initiating the project </li></ul></ul>
    10. 10. BIO™ for Microsoft Dynamics ™ SL <ul><li>Keep your people focused on the health and success of your business every day </li></ul>Fuels your business productivity Command and Control Fits with your systems OneTruth Enables confident decision making Actionable-Knowledge Familiar and useful to your people Simple Sophistication Increase the lifetime value of customers Decrease the cost of product and service delivery Strategic planning to expand your business
    11. 11. Integrated Offering Portals (Office Server) Integrate (SSIS) Analyze (SSAS) Report (SSRS) Business Performance Management (Business Scorecard Manager) (BIO™ for Microsoft Dynamics SL) End-user Analysis (Excel) Business Applications (Microsoft Dynamics) Data Warehouse (SQL RDBMS) BI Platform Analytic Applications End-user Tools
    12. 12. BIO™ for Microsoft Dynamics ™ SL Product Details
    13. 13. Improve Business Operations Vince, Operations Manager “ There’s no time like the present to address problems.” Vince’s Home Page 6:30am Production plan on shop floor 7:30am Reports 7:00pm Sales Forecast 2:00pm Customer Service 11:30am
    14. 14. High Performers vs. Low Performers Top Quartile Bottom Quartile 87.3 42.5 72.9 18.3 Real-time Inventory Tracking Automated Production Planning Customer Order Processing 66.9 25.0 61.9 16.7 Automated Returns IT Score by Functional Group - Differentiators Source: Keystone Strategy, Inc., 2005 78.8 36.7 Complete Insight - Finances Effective Forecasting 80.2 35.6 72.9 12.5 Complete Insight - Operations
    15. 15. Business Intelligence in the Press <ul><li>“Analysts say applications that actually answer questions rather than just present mounds of data is the key driver of a market set to grow 10 percent in 2006 or about twice the rate of the business software industry in general.” </li></ul><ul><li>&quot;There is almost no penetration of business intelligence,&quot; Schwarz said. &quot;As you look at the market opportunity it is a huge one going forward.&quot; - John Schwarz, Chief Executive, Business Objects </li></ul>(c) 2006 Reuters Limited, Michael Kahn 15 January 2006
    16. 16. Microsoft Dynamics ™ SL Goals for BIO™ <ul><li>Drive unit volume increases of Microsoft Dynamics SL by addressing customers’ need to improve business operations </li></ul><ul><li>Increase partner business opportunity through a new line-of-business offering </li></ul><ul><li>Accelerate BI market share for Office BI and SQL Server BI components </li></ul><ul><ul><li>Provide scorecarding and analysis for situations/roles in specific industries </li></ul></ul><ul><ul><li>Add value to Microsoft Office (SharePoint, BSM, Office Business Applications), SQL (SSAS,SSIS), and Microsoft Dynamics SL components in order to maximize use </li></ul></ul><ul><ul><li>Extend business information to more desktops </li></ul></ul>
    17. 17. BIO™ for Microsoft Dynamics ™ SL <ul><li>Keep your people focused on the health and success of your business every day </li></ul>Fuels your business productivity Command and Control Fits with your systems OneTruth Enables confident decision making Actionable-Knowledge Familiar and useful to your people Simple Sophistication Increase the lifetime value of customers Decrease the cost of product and service delivery Strategic planning to expand your business Tremendous new value to our prospects and customers
    18. 18. The Executive Experience <ul><li>Look at a detailed, organized view of their business for the first time </li></ul><ul><ul><li>Operationally-focused view (detailed transactional data) </li></ul></ul><ul><ul><li>Information organized by natural hierarchies (calendar, product, transaction type, division / department) </li></ul></ul><ul><ul><li>Subject-oriented, time-variant </li></ul></ul><ul><li>The exploration process results in a series of new questions about the business </li></ul><ul><ul><li>The 1 st question leads to the 2 nd question which leads to the 3 rd question, etc … </li></ul></ul><ul><ul><li>It is self-service that gives users the ability to dynamically change the &quot;context&quot; to respond to next question </li></ul></ul><ul><li>The answers to those questions are input to the planning process </li></ul><ul><ul><li>“ As a decision-maker, where should I spend my time ?” </li></ul></ul>
    19. 19. Databases Today Lot’s of information, often hard to see in one view What orders have shippers that are due but not yet shipped? I need to drill from project to customer for a consolidated P&L by customer. The Database Who/what are my rising and falling star performers? Cash flow by revenues in excess of billing and billings in excess of revenue? Which projects will require additional resources to complete on time ? Who are the top performing customers by gross and net amount of orders?
    20. 20. BIO™ for Microsoft Dynamics ™ SL Single Truth, All in One Solution Operational Analytics Project Analytics Financial Analytics Strategic Analytics Internal Controls SOX Distribution Analytics
    21. 21. Rapid, Repeatable, Reliable Implementation Process <ul><li>Pre-configured to work with Microsoft Dynamics SL 6.0 and 6.5 </li></ul><ul><li>One-click setup </li></ul><ul><ul><li>Installs all components and prepares data for analysis </li></ul></ul><ul><li>Pre-defined content </li></ul><ul><ul><li>Subject areas (dimensions), measures and business views by employee role </li></ul></ul><ul><li>Simplified evaluation process </li></ul><ul><ul><li>Perform a proof of concept in a day (or less) </li></ul></ul><ul><li>Rapid deployment </li></ul><ul><ul><li>Train and provide to end-users within one week of installation </li></ul></ul>
    22. 22. Reliable BI Methodology <ul><li>A complete systems approach to back-end processing </li></ul><ul><ul><li>Automate the data extraction, cleansing, staging, cube-building, maintenance and scheduling processes </li></ul></ul><ul><li>Pre-validated analytic data model for Microsoft Dynamics SL </li></ul><ul><ul><li>Domain expertise across functional modules and database schema </li></ul></ul>
    23. 23. Reasonable Cost of Acquisition, Ownership and Customization <ul><li>Low acquisition cost </li></ul><ul><ul><li>Attractive entry-level price </li></ul></ul><ul><ul><li>Can use existing SQL Server database licenses for MSAS </li></ul></ul><ul><li>Customer can be self-sufficient </li></ul><ul><ul><li>Perform analysis without outside assistance </li></ul></ul><ul><ul><li>Self-service reduces the cost of creating new business views </li></ul></ul><ul><li>Affordable customization </li></ul><ul><ul><li>Repeatable process for partners to add value through new metrics or data sources </li></ul></ul><ul><ul><li>Partner role changes from BI developer / implementer to business consultant </li></ul></ul>
    24. 24. Microsoft Dynamics SL BIO Platform The Complete Solution BIO Application BIO for Dynamics SL Connector BIO Vue Application BIO for Dynamics SL Views Application Software IP specific to Dynamics SL Business Use and Analytics Over 60 Dimensions 70 Activity Types 18 cubes Over 60 views covering 12 personas
    25. 25. All I need to know I learned in grade school <ul><li>… Why don’t we measure and grade our divisions, groups, managers, employees, etc.? </li></ul>The most important resource in a business is the people who work there and their intellect…
    26. 26. <ul><li>Here is a sample of a report card for a particular employee – a billable consultant. </li></ul>With BIO for Microsoft Dynamics SL, we can. Employee Time by budget Employee Time by project Employee Time by client Employee Time by % of week day annual tasks and budget
    27. 27. Sample View: Leads To The 2 nd Question Select 1 employee or any grouping of employees Select a single task or any segment of the WBS Currently Looking at all projects, could focus on one Traffic Lighting based on 40 Hr week
    28. 28. Interactive & Self Service Ask & Answer the 2 nd question: What Clients Were Worked On And What Tasks Were Performed Over Any Time Span, Including Rolling Weeks
    29. 29. BIO Foundation <ul><li>Reporting Unit Maintenance </li></ul><ul><li>Scheduler </li></ul><ul><li>Cube Catalogue </li></ul><ul><ul><li>Ability to Substitute Subaccount with site specific individual segment definition </li></ul></ul><ul><ul><li>View Cube Definition </li></ul></ul><ul><ul><li>Create and save Microsoft Office Web Components Cube views </li></ul></ul><ul><ul><li>Functionality to select fields to view on cube drill through </li></ul></ul><ul><li>Integrity Checker </li></ul><ul><li>Modules Covered </li></ul><ul><ul><li>Financial Series (Limited payroll) </li></ul></ul>
    30. 30. BIO Advanced <ul><li>Modules Covered </li></ul><ul><ul><ul><li>Distribution – (Limited work order) </li></ul></ul></ul><ul><ul><ul><li>Project Management and Accounting </li></ul></ul></ul><ul><ul><ul><li>Service Services (limited) </li></ul></ul></ul><ul><li>Cube Catalogue </li></ul><ul><ul><li>Ability to Substitute Project, Inventory, Task with site specific individual segment definitions </li></ul></ul>
    31. 31. BIO Extender <ul><li>Dimension extender </li></ul><ul><li>DTS sub-package creator </li></ul><ul><li>Cube Modification </li></ul><ul><ul><li>Cube template creation </li></ul></ul><ul><ul><li>Cube editing </li></ul></ul>
    32. 32. Formatting and Presentation Options <ul><li>BIO Vue </li></ul><ul><ul><li>Formatting and Presentation Layer </li></ul></ul><ul><ul><li>Defined BIO Vue Frames and Report Cards </li></ul></ul><ul><ul><li>Creates output to HTML or Microsoft SharePoint WebParts </li></ul></ul><ul><ul><li>Minimum of 2 BIO Vue users required </li></ul></ul><ul><li>Microsoft Office </li></ul><ul><ul><li>Connect directly to cubes </li></ul></ul><ul><ul><li>Microsoft Excel Pivot Tables </li></ul></ul><ul><ul><li>Microsoft Office Business Scorecard Manager </li></ul></ul><ul><li>HTML and Web Parts </li></ul>
    33. 33. Microsoft Dynamics SL Connector <ul><li>Metadata Layer </li></ul><ul><li>Analytics Layer </li></ul><ul><li>Modules Covered </li></ul><ul><ul><li>BIO Standard </li></ul></ul><ul><ul><ul><li>Financial Series (Limited payroll) </li></ul></ul></ul><ul><ul><li>BIO Advanced </li></ul></ul><ul><ul><ul><li>Distribution – (Limited work order) </li></ul></ul></ul><ul><ul><ul><li>Project Management and Accounting </li></ul></ul></ul><ul><ul><ul><li>Service Services (limited) </li></ul></ul></ul><ul><li>Versions supported </li></ul><ul><ul><li>Microsoft Business Solutions – Solomon 6.0 </li></ul></ul><ul><ul><li>Microsoft Dynamics SL 6.5 and future versions </li></ul></ul>
    34. 34. Estimating User Requirements <ul><li>BIO Vue Users (2 Pack) </li></ul><ul><li>BIO Vue Users (10 Pack) </li></ul><ul><li>BIO Vue Users (25 Pack) </li></ul><ul><li>Pinned and Floating CALs </li></ul><ul><ul><li>By default, CALs are associated with the user’s Windows credentials on a “first-come, first-allocated” basis. Also by default, CALs are “pinned” to the user credentials with which they are initially associated. </li></ul></ul><ul><ul><li>An administrator can mark a CAL as “floating” using the BIO Vue Server web admin UI. </li></ul></ul><ul><ul><li>A “floating”, a CAL will be assigned to a user, but will be automatically unassigned if that user does not re-access a BIO Vue report (including via a web part) within 14 days. </li></ul></ul>
    35. 35. Success Model For Business Intelligence with BIO™ for Microsoft Dynamics™ SL <ul><li>Deliver break-through ROI by enabling high adoption throughout the organization, ease of use and knowledge content </li></ul><ul><li>Up and running day one </li></ul><ul><li>Trained in a week </li></ul><ul><li>Tangible return in a month </li></ul>
    36. 36. Appendix
    37. 37. <ul><li>Project </li></ul><ul><li>Activity </li></ul><ul><li>Employee </li></ul><ul><li>Project Accounts </li></ul><ul><li>Month </li></ul><ul><li>Year </li></ul><ul><li>Department/LOB </li></ul><ul><li>Project (with groupings by) </li></ul><ul><ul><li>Customer </li></ul></ul><ul><ul><li>Size </li></ul></ul><ul><ul><li>Type </li></ul></ul><ul><ul><li>Contract Type </li></ul></ul><ul><li>Project Manager </li></ul>Common Project Dimensions Revenue Labor Project Profit Project Margin % Research Consulting Training
    38. 38. Sample Project Measurements <ul><li>Amounts </li></ul><ul><ul><li>Actual </li></ul></ul><ul><ul><li>Budget </li></ul></ul><ul><ul><li>Estimate at Complete </li></ul></ul><ul><ul><li>Forecast at Complete </li></ul></ul><ul><ul><li>Commitments </li></ul></ul><ul><li>Profit Margin & Percent </li></ul><ul><li>EAC Margin & Percent </li></ul><ul><li>Comparisons/Variance </li></ul><ul><li>Revenue Backlog </li></ul><ul><li>Billing Backlog </li></ul><ul><li>Over/Under Billed </li></ul><ul><li>Hours </li></ul><ul><li>Resource Utilization </li></ul><ul><li>New Project Starts Over time </li></ul><ul><li>Weekly Burn rate </li></ul><ul><li>Percent Complete </li></ul><ul><li>Estimated weeks to complete </li></ul><ul><li>Estimated Project Duration </li></ul><ul><li>Percent of totals </li></ul><ul><li>Ranking </li></ul><ul><li>Rolling Periods </li></ul><ul><li>Lifetime values </li></ul>And more…
    39. 39. Sample Objectives <ul><li>Project Profit </li></ul><ul><li>Project Status </li></ul><ul><li>Who is doing what ? (Daily, Weekly) </li></ul><ul><li>Employee Utilization </li></ul><ul><li>Account Manager Report Card </li></ul><ul><li>Budget to Actual Metrics </li></ul><ul><li>Customer Metrics </li></ul><ul><li>Project Overrun Alerts </li></ul><ul><li>Project Starts </li></ul>
    40. 40. BIO™ for Microsoft Dynamics ™ SL
    41. 41. BIO™ for Microsoft Dynamics ™ SL
    42. 42. BIO™ for Microsoft Dynamics ™ SL
    43. 43. BIO™ for Microsoft Dynamics ™ SL
    44. 44. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

    ×