Last Updated: 10/08/09For questions or comments on this deck please contact PejJavaheri (pejmanj)This deck is targeted towards BDMs and IT Pros, and delivers the core BI story for Insights in SharePoint 2010The deck is designed to work both as a stand-alone discussion and as part of a larger deck if neededFeel free to adjust slides and slide content as needed to suit your audience
Point of Slide: Lay out the structure of the presentationAnimation: N/ANotes: Hello and welcomeI’m here today to introduce you to Business Intelligence in SharePoint 2010We’ll start by describing our (Microsoft’s) vision for BI, walk through SharePoint 2010 at a high level, then explain in detail how BI in SharePoint 2010 can help you and your organization Empower your Decision Makers, Improve your Organizational Effectiveness, and Fundamentally Enable your IT EfficiencyAny questions before we get started?
Save time over running multiple reports and assemblyGain visibility of all systems instantlyApplied to many different systems, including managing systems, processes, companies, projects, etc…
Point of Slide: BI as a field is moving from BI 1.0 to BI 2.0: from siloed, complicated and IT owned to integrated, flexible, and collaborativeAnimation: On click, after describing BI 1.0, display BI 2.0Notes: BI has changed a great deal over the years, particularly recentlyBI 1.0In the past, BI focused onMethodology, technology, and best practices of using data to drive decisions and understand the business.Provides historical, current, and predictive perspectivesCombines operational and strategic viewsHowever, this still left a lot to be desired. BI was still owned by the IT department, so business users didn’t have the control or access needed to make effective decisionsGenerally slow to respondVery inflexibleAnd not very interactiveBI 2.0(click to display BI 2.0)The trend today is to address these issues by increasing the capabilities of a BI solution, brining Discoverability, Collaboration, Self Service, Insights, and Data Access togetherAnd doing all of this through browser based, interactive, and real-time BI to empowering users to make right decisionsBI 2.0 isSimple to use, and pervasive BICollaborative, and engaging BIBusiness owns the dataIntegrated with business goals and ideals
Point of Slide: Explain why many companies fall short of delivering BI 2.0, across decision making, organizational effectiveness, and IT enablementAnimation: On transition, pillar text boxes appearNotes: So BI 2.0 sounds great, right? The problem is that for many companies, the capabilities and functionality needed to really drive BI 2.0 seem out of reachToday, many organizations continue to struggle with BI across decision making, organizational effectiveness, and IT enablement(Call out some of the challenges from the bullets above)IT owns both the data and the BI model, making it difficult for your average user to use or understand (i.e., BI is “geek speak”), with users at multiple levels of maturity (excel junkie)Not integrated with the way people workHard to find, discover, collaborate due to siloed systems, particularly with regard to unstructured data and informationProprietary tools, multiple versions of truthIT can be slow to respond to BI requests or needs, decreasing productivity and performanceSo how can a company effectively address these challenges?
Point of Slide: Describe the value pillars of BI in SharePoint 2010, highlighting the BI capabilities that enable the BI solutionAnimation: N/ANotes: BI in SharePoint 2010 is about three things:Empowering Decision Makers with the ability to create, access, and share business information seamlessly and easily.Improving Organizational Effectiveness through Access the Right Information to Translate Strategy into Action and Enable Accountability, andEnablingIT Efficiency by creating and maintaining the infrastructure to effectively drive Business IntelligenceLet’s talk about each of these pillars in detail
Point of Slide: To describe how BI in SharePoint 2010 Empowers Decision Makers through Self Service, Work with Structured and Unstructured Information, and with the ability to Share and Collaborate on BIAnimation: N/ANotes: BI in SharePoint 2010 provides users with the ability to create, access, and share business insights to effectively empower decision makers, while keeping BI ownership within the business, rather than the IT department. Key benefits:Self Service: Empower all users to discover and manage their aspect of the business with the right information themselves, without IT supportWork with Structured and Unstructured Information: Easily find and work with structured and unstructured information within the same environmentShare and Collaborate: Use familiar tools to create and share information seamlessly
Point of Slide: Showcase supporting screenshots for Empower Decision MakersAnimation: N/ANotes: Self Service SharePoint 2010 empowers all users to discover and manage their aspect of the business with the right information. Users can operate in a familiar user interface (UI) to drive adoption with a zero footprint browser to drive deployment. Users will no longer have to reach out to IT or specialists within their department to provide the necessary information, but rather discover and find the data they need on their own using familiar tools to create, analyze, and share the facts, thus decreasing the time and effort required to make informed decisions. Furthermore, Business Intelligence in SharePoint directly integrates with Microsoft Office tools and Microsoft SQL Server, making it even easier to strengthen the business with BI. Users can now make better informed decisions, and IT resources can now be diverted to other tasks, reducing costs and improving performance. Work with Structured & Unstructured Data With BI in SharePoint 2010, users can work with structured and unstructured information within the same environment, driving faster and more effective decisions. Rather than spending a significant amount of time combining and manipulating data from multiple sources and environments, SharePoint 2010 makes it easier to provide users with a more complete and integrated business perspective.Share and Collaborate Create and share critical business intelligence among colleagues and departments using familiar tools like Excel, Word, Visio, and web browsers. SharePoint 2010 makes it easier to find and discover information, and significantly increases the velocity of information sharing through collaboration enhancements. Users can easily publish powerful Excel workbooks with unlimited data and rich visualizations as whole or part of user dashboards, and bring the right people and expertise together to achieve strategic and tactical goals. This in turn enables the business to be more agile and make decisions faster, reducing waste and increasing performance.
Point of Slide:To describe how BI in SharePoint 2010 Improves Organizational Effectiveness by driving Accountability, Transparency, and DiscoverabilityAnimation: N/ANotes: BI in SharePoint 2010 provides users with access to the right information to translate strategy into accountability, driving improved organizational effectiveness. Key benefits:Accountability: Manage, drive and define organizational success by aligning to key metrics and strategy with a single version of the truthTransparency: Providing trusted access to the right information to the right people at the right timeDiscoverability: Enabling users to find the right information across all data sources and content types
Point of Slide: Showcase supporting screenshots for Improve Organizational EffectivenessAnimation: N/ANotes: Accountability BI in SharePoint 2010 enables users to manage, drive and define organizational success by aligning to key metrics and strategy with a single version of the truth. When everyone in a business unit understands current performance and how they fit into the picture, management can hold groups and individuals accountable for that performance. With SharePoint 2010, users can easily convey organizational strategy and metrics so that everyone in a given department or area of the business can understand performance and make adjustments to ensure business goals are met. Transparency SharePoint 2010 provides trusted access to the right information to the right people at the right time, providing a consistent view across all business applications and data sources. SharePoint 2010 further allows companies to manage the organization’s DNA, no matter the content type, and ensure proper records management, audit, and control. This increased transparency allows companies to identify, isolate, and correct problems to drive better performance. Discoverability BI in SharePoint 2010 allows companies to remove barriers to productivity by providing users with the ability to find the right information across all data sources and content types when and where they need it. With SharePoint 2010 users can quickly and easily develop a more complete picture of performance, leading to better decisions, include the right people and content for a complete view of the situation, and collaborate all in a single, unified environment that is easy to use, and familiar.
Point of Slide:To describe how BI in SharePoint 2010 Enables IT Efficiencythrough an Enterprise-Ready Platform, Rich Partner Ecosystem, and Increased IT & Developer EffectivenessAnimation: N/ANotes: With SharePoint 2010, the IT Department can create and maintain the infrastructure to effectively drive BI for the entire organization. Key benefits:Enterprise-Ready Platform: Scale up and scale out with a highly available, secure, and interoperable platform with a unified architecture, inside and outside the firewallRobust Infrastructure Investments:Ensure performance and increase reliability with powerful system management tools and featuresIncreased Developer Effectiveness: Easily create applications from a single development platform to meet changing business requirements
Point of Slide: Describe the benefits of Enterprise-Ready platformAnimation: On transition, display Enterprise-ready platform benefitsNotes: Enterprise-Ready PlatformScale up and scale out with a highly available, secure, and interoperable Business Intelligence platform. BI in SharePoint 2010 creates a cheaper, standards-based, manageable and scalable unified BI architecture. Support of standards means easier interoperability (XML, REST, and WSRP). SharePoint 2010 further lowers Total Cost of Ownership (TCO) through rationalizing and standardizing the organizational approach to BI by empowering Information Workers through the tools with which they are familiar. While individual BI solutions may need to be integrated with each other, SharePoint 2010 provides a common platform for all BI functions provided by SharePoint as well as from third-party software providers, reducing complexity and management time, and saving costs.
Point of Slide: Describe the benefits of Robust Infrastructure InvestmentsAnimation: N/ANotes: SharePoint 2010 allows you to reduce downtime-related costs with a resilient platform at all levels. Database Servers provide data mirroring and granular backup and restore. Application & Search Servers are supported by multiple servers and automatic failover. Web Servers are further enabled through overload prevention and service priorities.SharePoint 2010 further allows you to reduce down-time using proactive Health Monitoring, action replication across sites and farms, and upgrade process visibility. With proactive Health Monitoring, administrators can leverage improved problem identification, links to guidance and resources, and service-level data to address issues and improve performance. Through the replication of actions across sites and farms, administrators can realize significant time savings in a robust scripting environment that enables you to programmatically set-up sites, populate content, and more.
Point of Slide: Describe the benefits of Increased Developer EffectivenessAnimation: N/ANotes: Increase Developer EffectivenessReduce development costs through comprehensive out-of-the-box components, using built-in integration with the Microsoft Office 2007 suite and.NET Framework object models to reduce learning curves and development time. SharePoint allows developers to become productive, faster, with simple to powerful development tools (Excel, Dashboard Designer, SharePoint Designer and Visual Studio), turning the IT Department into an organizational hero. With SharePoint 2010, developers can easily create applications from a single development platform to meet changing business requirements. As different business units’ requirements change to meet the needs of their customers and to effectively check competition, developers can quickly deliver applications and required BI enhancements.SharePoint 2010 also integrates with legacy systems with little difficulty. Interoperability is provided through the SharePoint Business Connectivity Services, which provides a standardized method of accessing, displaying and editing content from legacy systems. IT can provide users a single, unified experience from data in Line of Business or legacy systems, and consolidate multiple or out of date interfaces. With full create, read, update, and delete as well as synchronization with SharePoint Workspace, users can access the information they need online or offline, as well as within their Office tools for increased productivity.
Point of Slide: Describe the benefits of Increased Developer Effectiveness, focused on standards supportAnimation: N/ANotes: Drive adoption of your solutions: Fast integration and out-of-box accessibility with worldwide standardsSupport of standards means easier interoperability (XML, REST, and WSRP).
Point of Slide:To highlight a sample of SharePoint customers across industries, sizes, and locationsAnimation: N/ANotes: As you can see from this sampling of customers, many of the world’s most successful companies use SharePoint
Point of the Slide: If you only have one slide to talk about “Why MSFT BI,” use this one—these are the two things we do better than anyone else from a BI perspective—they are our core differentiating factors and you should be able to tell our whole story with this just this slide if neededFlow of the Slide:This is the how we address those shortcomings in our BI solution—through delivery of a world class end-user experience that empowers people throughout your organization coupled with the IT flexibility and control that CIO’s demandWe believe these are the two main factors to consider when investing in BI today—will people use it, and how easy is it to maintain?Through the MSFT Office interface, we deliver BI to people in the environment in which they spend a majority of their day—we don’t make them learn brand new tools and processes, we bring BI to themAnd the MSFT BI solution is inherently integrated with the MSFT IT infrastructure you’ve already invested in today, allowing you to leverage your current investments in MSFT products and extend them to take advantage of the BI capabilities throughout our solution.Soundbite: The difference with Microsoft business intelligence can we shown very easily—we provide a world class end-user experience, while providing IT with the flexibility and control they require to ensure the quality and security of your data and information.
Point of the Slide: MS BI is a complete BI offering that delivers the capabilities that everyone in the organization—IT and business/end user—needs to do their jobsFlow of the Slide:BI functionality can take many different forms based on who’s using the information and what they’re using it forSo it’s important to have a BI system that is at its core complete and pervasive, to serve these disparate needsWhether it’s delivering personal productivity to individuals, through spreadsheets or dashboardsProving collaboration and content management portals to teams in the same office or around the worldAligning corporate goals and objectives through scorecards, plans, and budgetsOr having IT be on the hook to deliver sophisticated OLAP cubes, data mining, or analytics and reports that help tell answer the all important question—”why is this happening?”The BI solution you use must be flexible enough to encompass all these use cases, while driving rapid decision-making capabilities throughout the organization. Microsoft Business Intelligence delivers on this vision.Soundbite: Our BI offering is complete and pervasive, addressing the key needs of both the IT department and business users today
Point of Slide:To summarize Microsoft’s vision of BI, where SharePoint fits into the picture, and to wrap up the presentationAnimation: Each click describes one of the BI platform components, starting from bottom to topNotes: A trusted BI platform is critical for a business intelligence solution to work today. If we’re going to achieve the promise of BI, we need to have the confidence and trust in the data, we need to know where it came from, and that it is both timely and reliable for us to use to make a decision. That’s where the power of an integrated BI platform like SQL Server comes into play.Once you have the data ready to use, the middle tier comes into play, where business users actually interact with the data and turn it into something that is useful to them to make the right decision. The numbers that we pull from other systems are just that—we need applications and content to turn them into actionable items—and that’s where the middle tier comes into play. Finally, we need the right tools and applications to ensure that we can use that data in the way we want to in order to make our decisions. Applications and tools that range from personal, to team, to organizational and corporate tools, all with a familiar look and feel, all integrated and working with my Operating system, email, Internet search function. And this is what the power of integration through Microsoft Office brings you. From the Office productivity tools like Excel, through to the team and collaboration tools of SharePoint. By integrating BI seamlessly into a broader business productivity suite that includes search, collaboration, unified communications, and content management, we offer the end user a much richer experience. Soundbite: With other BI solutions, you need 3-4-6-10 different products, footprints, and integration points. In our BI solution, we look three main layers of data and information that you need—all within the Office and SQL Server families: The data infrastructure and BI platform; the middle tier, where the business user comes into play, and the individual layer—where you and I use the data to make decisions.
Point of Slide: Describe the benefits of Robust Infrastructure InvestmentsAnimation: On transition, divider lines appearNotes: SharePoint 2010 allows you to reduce downtime-related costs with a resilient platform at all levelsDatabase Servers: Data Mirroring and Granular Backup and RestoreApplication & Search Servers: Multiple Servers and Automatic FailoverWeb Servers: Overload Prevention and Service Priorities
Point of Slide: To wrap up the discussion of BI in SharePoint 2010 by summarizing the benefits by pillar, then showcasing SharePoint 2010’s BI capabilitiesAnimation: On click, text boxes disappear and faces converge within the SharePoint 2010 BI capabilitiesNotes: To summarize:SharePoint 2010’s robust Business Intelligence capabilities help organizations manage and access both structured and unstructured data, providing you with the ability to empower your decision makers, improve organizational effectiveness, and enable your IT efficiency. BI in SharePoint 2010 enables all users to collaborate, discover, and manage their aspect of the business with the right information by using the familiar tools to create and share information without involving IT, and manage, drive and define organizational success by aligning to key metrics and strategy utilizing an extensible, trusted, and secure platform.
Share point 2010 next gen of collaboration
Microsoft SharePoint 2010<br />Business Insights in SharePoint 2010<br />
Introductions<br />Presenters<br />Peter Ward -Business Collaboration Manager<br />Peter.firstname.lastname@example.org<br />(212) 502-3937<br />Michael McCabe <br />Microsoft -Information Worker - Technology Specialist<br />Scribe<br />Paul Andrushkiw<br />Senior Systems Engineer<br />Paul.Andrushkiw@interdyn.com<br />(212) 502-3906<br />Author’s of <br />SharePoint 2010 Power User Guide<br />Co -written with Microsoft<br />Released in July 2010 <br />
Before We Begin<br />Q&A – We will have time at the end of the presentation for questions<br />Scribe – Record session questions for later distribution<br />PowerPoint is included in CD inside your Registration Kit<br />
Agenda<br />Introduction to Business Intelligence<br />Trends in Business Intelligence (BI)<br />Introducing SharePoint 2010<br />Business Intelligence in SharePoint 2010<br />Empower Decision Makers<br />Improve Organizational Effectiveness<br />Enable IT Efficiency<br />Why Microsoft?<br />Call to Action<br />
What is Business Intelligence?<br />Methodology, technology, and best practices of using data to drive decisions and understand the business.<br />Provides historical, current, and predictive perspectives<br />Combines operational and strategic views<br />
Use Reports to Drive Decisions<br />Create and share reports<br />Maintain a single version of truth with your Excel Workbooks<br />Drive decision based on facts<br />
BI Dashboards Made Easy<br />Visual displays of information needed to achieve one or more objectives<br />Single-Screen display of information<br />Answer fundamental questions<br />Alerts the user to issues or problems<br />Span Operational, Performance, Personal<br />
Define and Measure Success<br />Elements of a dashboard<br />Align strategies and organizational goals<br />Measure and manage Key Performance Indicators (KPI)<br />Modeled after the business, not the data<br />
Dashboard & Scorecard Benefits<br />At-a-glance snapshot of multiple systems<br />View trends, measure efficiencies, <br />Easy to access (browser) and personable<br />Always current<br />Highly Interactive<br />Easy to manage and maintain<br />Provide transparency and accountability<br />Promote collaboration<br />Make better decisions<br />
Microsoft SharePoint 2010 The Business Collaboration Platform for the Enterprise and the Internet<br />INSIGHTS<br />Chart Web Parts & Status Indicators<br />Visio Services<br />PerformancePoint Services<br />Excel Services<br />Business Connectivity Services<br />
BI in Microsoft SharePoint 2010<br />Business Insights<br />For Everyone<br />
Empower Decision MakersSeamlessly and Easily Create, Access, and Share Information<br />
Empower Decision MakersSeamlessly and Easily Create, Access, and Share Information<br />Share, manage, and distribute rich fidelity with Excel workbooks<br />Single unified location to store all BI related content<br />Easily create team oriented dashboards<br />
Empower Decision MakersRich Self-Service Access<br />Rich analysis in Excel<br />Powerful analytics with PowerPivot<br />Share and collaborate with Excel Services<br />
Improve Organizational EffectivenessTranslate Strategy into Action and Enable Accountability<br />
Improve Organizational EffectivenessTranslate Strategy into Action and Enable Accountability <br />Easily navigate and perform rich analysis in a browser<br />Enable everyone to create rich dashboards that convey the right information <br />Review performance relative to strategy through strategy maps<br />
Improve Organization EffectivenessWith Dashboards and Scorecards<br />Track and drive accountability with metrics<br />Provide visibility and drive performance<br />Dig into details and support better decision making<br />
Enable IT Efficiency Create and Maintain the Infrastructure to Effectively Drive BI<br />
Enable IT EfficiencyEnterprise-Ready Platform<br />Finding Information Faster<br />Secure and Trusted Infrastructure<br />SystemConsolidation<br />24/7 Access<br />Reduced IT Support Costs<br />
Enable IT EfficiencyRobust Infrastructure Investments<br />Links to guidance, resources, problem identification and service-level data<br />Comprehensive review of upgrade readiness and guidance to fix problems<br />Robust scripting environment<br />Microsoft Confidential, Prototype Only<br />
Enable IT EfficiencyIncreased Developer Effectiveness<br />Web PartDesigner<br />Packaging Explorer<br />Workflow Designer<br />Import solutions from SharePoint Designer, including Workflow<br />Extensibility for SharePoint artifacts<br />Support for SharePoint Sandboxed Solutions<br />Microsoft Confidential, Prototype Only<br />
The Microsoft Difference<br />World-ClassExperience<br />IT Flexibilityand Control<br />+<br />Get faster results with afluent BI User Interface<br />Personalized BI experiences for individual role and work-styles<br />Complete suite of BI capabilities across web,mobile device, desktop<br />Interoperate with existing systems using servicesand connectors<br />Scale on secure and reliable enterprise class infrastructure<br />Build new BI capabilities on top of enterprise standards<br />Empowered People<br />Dynamic Systems<br />
Improving Insights with Business Intelligence<br />Improving organizations by providing business insights to allemployees leading to better, faster, more relevant decisions<br /><ul><li>Delivered through a familiar environment
Integrated into business collaboration infrastructure
Built on a trusted and extensible platform</li></li></ul><li>Enable IT EfficiencyRobust Infrastructure Investments<br />Web Servers<br />Overload Prevention and Service Priorities<br />Application Servers<br />Multiple Servers and Automatic Failover<br />Search Servers<br />Data Mirroring and Granular Backup and Restore<br />Database Servers<br />
Create Rich Perspectives with Dashboard Designer<br />Feature rich environment for creating simple to complex dashboards<br />Communicate team and organizational goals easily<br />Provide users with the right level of detail to perform their own analysis<br />Aggregate data and content into a unified story<br />
Summary: SharePoint Insights<br />Empower Decision Makers<br />Improve Organizational Effectiveness<br />Enable IT Efficiency<br />Ability to create, access, and share information seamlessly and easily <br />Access the right information to translate strategy into action and enable accountability<br />Create and maintain the infrastructure to effectively drive BI to all users, inside and outside the firewall<br />