Share Point 07 Web Ex


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Reporting business data with SharePoint.

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  • Share Point 07 Web Ex

    1. 1. <ul><li>Presented By: Peter Ward </li></ul><ul><li>October 25th, 2007 </li></ul>Financial Data User Acceptance Reports Enterprise Information Processes
    2. 2. <ul><li>Evolution of Microsoft Office </li></ul><ul><li>What is a portal? </li></ul><ul><li>Issues of financial information on a portal </li></ul><ul><li>End user true needs </li></ul><ul><li>Some financial reporting options </li></ul><ul><ul><li>Smart Lists </li></ul></ul><ul><ul><li>FRx Reporter </li></ul></ul><ul><ul><li>SharePoint Data Business Catalog </li></ul></ul><ul><ul><li>Business Score Card Manager </li></ul></ul><ul><ul><li>XL Reporter </li></ul></ul><ul><ul><li>Microsoft SQL Reports </li></ul></ul><ul><ul><li>Demonstration </li></ul></ul>
    3. 3. Word processing Business modeling Presentations Business data management Information Management Collaboration Content management Streamlined processes Business intelligence Search Portals
    4. 4. The Presentation Layer of information to lines of business Accounting Sales HR PMO Office
    5. 5. <ul><li>Current problems with financial information in GP, AX, Timberline, CRM </li></ul><ul><ul><li>Not everyone has access to it </li></ul></ul><ul><ul><li>People just don’t know how to access it </li></ul></ul><ul><ul><li>People just don’t want to know how to access it. </li></ul></ul><ul><li>Issues of putting this into SharePoint </li></ul><ul><ul><li>What data should be published into SharePoint </li></ul></ul><ul><ul><li>Security </li></ul></ul><ul><ul><li>Timeliness of the data </li></ul></ul>
    6. 6. <ul><li>Requirement gathering process </li></ul><ul><ul><li>Can’t find correct information </li></ul></ul><ul><ul><li>Too much email </li></ul></ul><ul><ul><li>They just don’t know what the technology can provide them. </li></ul></ul><ul><li>End users big wins </li></ul><ul><ul><li>Less interruptions </li></ul></ul><ul><ul><li>Defined repeatable process </li></ul></ul><ul><ul><li>Consistency in ease of use </li></ul></ul><ul><ul><li>Streamlined process – scheduled information </li></ul></ul><ul><ul><li>Ease of use. Complimentary to existing tools: Outlook, Excel, Word </li></ul></ul><ul><ul><li>Put this information in a central location- SharePoint </li></ul></ul>
    7. 7. Option Features Reporting Functionality User ability SharePoint integration Smart Lists -AX –Excel AnyView GP Inquiry Tool Direct export to Excel Ad hoc user reports GP sub ledger and GL data. Works over the GP data schema Information in tables Need GP access More user driven, not scheduled to be saved into a SharePoint list. FRx Reporter GP/AX Reporting tool Only financial statements- - P & L Not sub ledger reporting Linked to GP Scheduled driven SharePoint Data Business Catalog Standard SharePoint functionality. Bridges the gap between the portal and business applications by bringing in key data from various applications to SharePoint KPIs, reports ability Require a SharePoint Administrator to connect SharePoint and the database Must really understand the data source Native to SharePoint, and Excel. Microsoft Business Score Card Manager 2005 Performance Point Server Scorecards and key performance indicators Not reporting Will require training, separate server Native SharePoint web parts XL Reporter 3 rd Party product -Solver Reporting tool on any database . Charting ability, dash boards Merge data from different sources Will require XL Reporter training to create the reports Good SharePoint integration Snap shot of information- not live MS SQL Reports Services Similar to XL Reporter Report on any database Ideally need a programmer to produce the reports Easy web part integration. Very native to SharePoint
    8. 8. Data Business Catalog XL Reporter- Dashboards Smart Lists / FRx Reporter Business Score Card Manager
    9. 9. Pain Points Spends too much time generating reports, and emailing them out and then re emailing them out Her desire A single place to place generated reports for the executive team to view. Solution : Smart lists / FRx Reports residing on SharePoint portal
    10. 10. Pain Points Spends too much time finding vendors details and following up with them His desire Access to the accounting systems to obtain vendors details Solution : SharePoint Data Business Catalog to integrate the accounting systems and the portal.
    11. 11. Pain Points Business data is changing too quickly and reports are out of date too fast. His desire To obtain a wide angle perspective of his company’s processes and data, but he must be able to zero in on critical concerns that require strategic business decisions To rely on up to date KPI’s to access business strengths Solution : SharePoint integrating with Microsoft Business Score Card Manager.
    12. 12. Pain Points Wants analysis of sales information to make decisions . Not technical Not detail oriented – bottom line only His desire Simple point and click user interface for sales information Solution :SharePoint integrating CRM and accounting systems in SharePoint with XL Reporter.
    13. 13. <ul><li>SharePoint is the perfect tool to bring together financial data, securely and tailored to the business needs </li></ul><ul><li>This is a major win in any organization. </li></ul>
    14. 15. Peter Ward InterDyn AKA Business Collaboration Manager E- B- P- 212 502 3937