Dynamics Day 2013 Harnessing Business Intelligence with Microsoft Dynamics

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Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into what’s possible and what’s on the roadmap in the future.

How can your organisation discover insights from its information and data? Tim Mole from Intergen looks at the different ways organisations can derive insights, sharing a number of useful examples along the way.

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Dynamics Day 2013 Harnessing Business Intelligence with Microsoft Dynamics

  1. 1. Harnessing Business Intelligence with Microsoft Dynamics Tim Mole, BI Practice Principal FIND THE INFO GET ANSWERS EXPLORE FACTS
  2. 2. Our agenda The Value of Information 4 Key Focus Areas with Microsoft Dynamics Making BI Work for You
  3. 3. The Value of Information Agility Velocity Productivity Right Information, to the Right People, at the Right Time, in the Right Format Dynamics Day 2013 – Dynamics and Business Intelligence | 3
  4. 4. Focus Areas Operational Reporting Process Improvement Business Intelligence Self Service Analytics Dashboards Dynamics Day 2013 – Dynamics and Business Intelligence | 4
  5. 5. Simple Reporting Strategies Operational Reporting Minimise over-investment in Traditional Reporting factoid Managers reliant on Fixed Reporting, only find the right information 62% of the time - Forrester 2013 Dynamics Day 2013 – Dynamics and Business Intelligence | 5
  6. 6. Simple Reporting Strategies Operational Reporting Focus on high value reporting over high volumes of reports Consider the Business Process not the Task Orient to the Role Review regularly and keep relevant factoid Forrester research suggests that most firms only use 1% - 5% of the data available to them – Forrester 2012 Dynamics Day 2013 – Dynamics and Business Intelligence | 6
  7. 7. Simple Reporting Strategies Operational Reporting Management by Exception Visual Cues - Graphical Indicators and Colour Section Summaries with Bookmarks Alerts, Scheduling factoid Hours between events occurring and notification: with BI (5.5hrs); without BI (277.3hrs) – Aberdeen Group 2013 Dynamics Day 2013 – Dynamics and Business Intelligence | 7
  8. 8. Simple Reporting Strategies Operational Reporting Invest in your People Invest in Automation factoid 65% of business users rely on Fixed Reports only! - Forrester 2013 Dynamics Day 2013 – Dynamics and Business Intelligence | 8
  9. 9. A Focus on Self-Service Self Service Analytics We are all different, No two days are the same! Our tools should cater for this Self-Service is the most effective Investment and is Transformational! factoid 56% of Organisations rely on ‘gut-feel’ when making decisions - Aberdeen 2012 Dynamics Day 2013 – Dynamics and Business Intelligence | 9
  10. 10. A Focus on Self-Service factoid • • • • Self Service Analytics Local Data Complex - cross-sheet references, calculations, vlookup hell! Errors and inconsistencies High manual effort 80% of Spreadsheets contain critical errors - Gartner 2011 Dynamics Day 2013 – Dynamics and Business Intelligence | 10
  11. 11. A Focus on Self-Service Search, Filter, Sorting, Drill down factoid Export to Excel: Static and Dynamic User Query Specific Office Add-In's SharePoint Integration Self Service Analytics Analytical Cubes Support for External Connections SMB’s with integrated ERP and BI saw a 20% increase in time to decision - Aberdeen Group - 2013 Dynamics Day 2013 – Dynamics and Business Intelligence | 11
  12. 12. A Focus on Self-Service Self Service Analytics BI Platform + factoid Self Service delivers 60% lower support costs / user – Forrester 2012 Dynamics Day 2013 – Dynamics and Business Intelligence | 12
  13. 13. A Focus on Self-Service Case Study 1 – Education Self Service Analytics Need:  Improved visibility of Call Centre and Personal Performance and Donation analytics  Replace whiteboard for presenting performance  Real-time access to Key Management Indicators Dynamics Day 2013 – Dynamics and Business Intelligence | 13
  14. 14. A Focus on Self-Service Case Study 1 – Education Self Service Analytics Outcome:  CRM implemented to manage the process of collecting donations  Self Service and Dashboards for Management and Call Centre  Real time analytics across all functional areas of business: • Call conversion – call rate, closure rate • Donation analysis – new donations vs repeat, up-sell vs down-selling • Call centre performance to target, by staff, by location Dynamics Day 2013 – Dynamics and Business Intelligence | 14
  15. 15. A Focus on Self-Service Case Study 2 – Wholesale Trade Self Service Analytics Need:  Access to OOTB and more advanced NAV analytics  Simple to use and affordable self-service environment  Common analytical tool, delivered throughout organisation Dynamics Day 2013 – Dynamics and Business Intelligence | 15
  16. 16. A Focus on Self-Service Case Study 2 – Wholesale Trade Self Service Analytics Outcome:  NAV BI Accelerator implemented across: Sales, Purchase, Inventory, Receivables, Payables, GL, Sales Orders, Purchase Orders, Account Schedules  Access to many customised and advanced metrics  3 week services investment (including customisations)  Self-service delivered entirely through Excel  Full support to drill down and drill across, and time-intelligence factoid Anecdotal evidence suggests that solution accelerators can cut 20% to 50% of initial implement efforts – Forrester 2012 Dynamics Day 2013 – Dynamics and Business Intelligence | 16
  17. 17. A Focus on Self-Service Case Study 3 - Multi-Source Self Service Self Service Analytics Need:  Single integrated reporting and self-service environment Finance Sales  Available to all staff using easy to use tools  Support the unique needs of Leadership, Finance, Sales, PMO, Marketing and Delivery teams Marketing Practice Mgmt  Consistent analytics, across a variety of dimensions Resource Planning Dynamics Day 2013 – Dynamics and Business Intelligence | 17
  18. 18. A Focus on Self-Service Case Study 3 - Multi-Source Self Service Self Service Analytics Project and Team Analytics Finance  Project Performance, Actual vs Budget  Financial Performance Sales Marketing Practice Mgmt Resource Planning factoid  Revenue and Resource commitments and forecast  Customer analytics  Timesheet analysis  Staff: project commitments, achievement to target, leave profile  Practice, Business Unit and Regional analysis 42% of firms note that their data is so fragmented that it is almost impossible to build a single coherent picture – Aberdeen Group 2013 Dynamics Day 2013 – Dynamics and Business Intelligence | 18
  19. 19. A Focus on Self-Service Case Study 3 - Multi-Source Self Service Self Service Analytics Customer Analytics Finance  Leads, Opportunities, Closure Rates  Actual vs Target tracking Sales Marketing Practice Mgmt  Financial Transactions current and forecast, Services vs Licences  Current and Past Project Performance  Customer Segmentation analysis  Sales Team Performance Resource Planning factoid  Marketing Effectiveness 42% of firms note that their data is so fragmented that it is almost impossible to build a single coherent picture – Aberdeen Group 2013 Dynamics Day 2013 – Dynamics and Business Intelligence | 19
  20. 20. A Focus on Self-Service Case Study 3 - Multi-Source Self Service Self Service Analytics Outcome Finance  Short Implementation – 3 months duration  Consistent reporting and measurement Sales Marketing Practice Mgmt  Increasing awareness, analysis and insight  Single self service tool  Reduction in fixed web reports Resource Planning factoid 42% of firms note that their data is so fragmented that it is almost impossible to build a single coherent picture – Aberdeen Group 2013 Dynamics Day 2013 – Dynamics and Business Intelligence | 20
  21. 21. Dashboards – Targeted Info Dashboards Start a Business Process My Workload Urgent Actions Visual and Interactive Charts What to do Next What is the Current Status Access to key Resource Dynamics Day 2013 – Dynamics and Business Intelligence | 21
  22. 22. Dashboards – Targeted Info Dashboards Dashboard Dynamics Day 2013 – Dynamics and Business Intelligence | 22
  23. 23. Dashboards – Targeted Info Dashboards Role Centre Dynamics Day 2013 – Dynamics and Business Intelligence | 23
  24. 24. Dashboards – Targeted Info Dashboards Role Centre Dynamics Day 2013 – Dynamics and Business Intelligence | 24
  25. 25. Dashboards – Targeted Info Case Study 1 – Transport and Postal Dashboards Need:  Improve the awareness of Operational Performance  Increase visibility of Sales team Performance  Individually help the sales staff achieve and exceed their personal targets factoid Mgrs with Reports, Self-Service and Dashboards, find the right information 86% of the time, compared to 55% without - Forrester 2013 Dynamics Day 2013 – Dynamics and Business Intelligence | 25
  26. 26. Dashboards – Targeted Info Case Study 1 – Transport and Postal Dashboards Outcome:  Use CRM dashboards across all aspects of the Sales process  Operational Efficiency - interactive and actionable dashboards  Publish quality real-time Performance and Achievement metrics  Improvements in personnel Productivity and Accountability Dynamics Day 2013 – Dynamics and Business Intelligence | 26
  27. 27. Dashboards – Targeted Info Case Study 2 – Professional Services Dashboards Need:  Improve visibility of information to the Financial Controller  Single dashboard presenting summary of current financial position  Centralise key functions, reduce navigation in AX  View all AX tasks in one place Dynamics Day 2013 – Dynamics and Business Intelligence | 27
  28. 28. Dashboards – Targeted Info Case Study 2 – Professional Services Dashboards Outcome:  Implement Financial Controller AX Role Centre  Centralised information hub for key measures:  Aged debtor Analysis, Cash-flow, Revenue Forecast to Actual, Chargeability  Cues, Alerts and Tasks  Effective simple charting on current performance  Key Report list Dynamics Day 2013 – Dynamics and Business Intelligence | 28
  29. 29. Beyond Reporting, Analytics and Dashboards Leverage your BI investment Process Improvement Automate Business Process Dynamics Day 2013 – Dynamics and Business Intelligence | 29
  30. 30. Beyond Reporting, Analytics and Dashboards Case Study 1 – Process Automation: Engineering Process Improvement Need:  Decrease the time to produce the month-end financials  Increase consistency, reduce error rates Solution:  Automated month-end process managed through BI Platform  Reduction in effort and quicker publication  Improvement in accuracy and data quality  Support for self-service analytics Dynamics Day 2013 – Dynamics and Business Intelligence | 30
  31. 31. Beyond Reporting, Analytics and Dashboards Case Study 2 – Process Automation: Recycling Process Improvement Need:  Cost Allocation – speed up and reduce effort and error rate  Improve cost allocation analytics Solution:  Nightly integration of CRM solution and ERP  Cost Allocation Model with visible, consistent and repeatable rules  Accurate analysis of Costs and Margin by range of dimensions  Accurate and relevant cost comparisons between Cost Centres Dynamics Day 2013 – Dynamics and Business Intelligence | 31
  32. 32. Focus Areas Operational Reporting Process Improvement Business Intelligence Self Service Analytics Dashboards Dynamics Day 2013 – Dynamics and Business Intelligence | 32
  33. 33. Motivation … 95% Satisfied with Platform 94% Info Delivered on Time 68% Satisfied with Platform 77% Info Delivered on Time 27% YOY Growth Best In Class (Top 25%) 12% YOY Growth Industry Average (Middle 50%) 26% Satisfied with Platform 41% Info Delivered on Time 1% YOY Growth Laggard (Bottom 25%) © Forrester 2013 Dynamics Day 2013 – Dynamics and Business Intelligence | 33
  34. 34. BI MATURITY Making BI Work for You PROACTIVE What Will Happen; Best Case/Worst Case? REACTIVE What is the next best action? ADAPTIVE How and why did it happen? ACCESSIBLE What is happening now? REPEATABLE What happened? VISIBLE Dynamics Day 2013 – Dynamics and Business Intelligence | 34
  35. 35. Any questions? FIND THE INFO GET ANSWERS EXPLORE FACTS
  36. 36. Thank you Email: tim.mole@intergen.co.nz

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