The document discusses using cooperation and insight to improve businesses. It defines cooperation as collaboration and insight as intelligence. It describes how SharePoint can enable cooperation across dispersed groups through features like team sites, document sharing and workflows. It also explains how business intelligence tools can provide insight by integrating data from multiple sources, performing analysis and generating reports. Case studies show how a church used these tools to understand parishioner involvement and a firm analyzed project performance.

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Improving Your Business
With
Cooperation & Insight

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Definitions
• Cooperation = Collaboration
working together for a common purpose or benefit.
synonym - collaboration
• Insight = Intelligence
apprehending the true nature of a thing
synonym - intelligence

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Usual Cooperation Scenario
• A Group of People
– May be geographically dispersed
– May be in different organizations
– Collaborating on information
– Lots of communications choices

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Outlook

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What Does This Look Like

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SharePoint Services
• Windows SharePoint Services 3.0
Free
•Office SharePoint Server - MOSS
A server product (Exchange, SQL)
Two editions – Standard & Enterprise

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SharePoint Components

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Collaboration Specifics
• Team Sites
• Lists
• Libraries
• Document Workspaces
• Meeting Workspaces
• Surveys & Discussions
• Wikis & Blogs
• Integration with Office
• Tasks & Assignments

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More on Collaboration
• Pre-defined templates – see handout
• Permissions
• Editing
• Check Out
• Workflow
• Version Control
• Version History
• Alerts

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Collaboration
Brief
Demonstration

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Questions
Questions On Cooperation

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Usual Insight Scenario
• Groups of People
– With different responsibilities
– In the same organization
– May be geographically dispersed
– Seeking insight to make better decisions

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What Does This Look Like

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Collaboration
Brief
Demonstration

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Groups of People
Business Analysts
 A system of record for business definitions
 Empowering KPI designer
 Auditing, versioning, and reversion capabilities
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
IT Administrators
 Centrally managed, scalable BI platform
 Better partnership with business users in KPI authoring

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Current Situation

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Current Situation - Advanced

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Data Warehouse

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Questions
People Looking for Insight

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MonitoringMonitoring
Dashboards, scorecards and alerts
AnalyzingAnalyzing
Drill down, exception reports, root-
cause analysis, multidimensional
analysis
ReportingReporting
Detailed operational data
Sharing standardized reports
PlanningPlanning
Create plans, models and scenarios, which are then fed back into the monitoring
layer and encoded as targets and thresholds.
?
What is Business Intelligence

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Business Intelligence Elements
• Data Sources
• Integration Services
– Extract – Transform – Load
• Analysis Services
– OLAP Cubes
• Reporting Services
– Scheduling & Delivery
• End User Tools
– SharePoint
– Excel

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Data Sources
Systems of Record – internal or external
• Sales – Orders - Manufacturing
• Accounting – General Ledger
• Human Resource – Payroll - Personnel
Format might be:
• Database systems – SQL, Oracle etc.
• Desktop programs – Access, Excel

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Extract – Transform – Load

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Extract – Transform – Load
• Extracting Data from Operational Systems
• the process of extracting data from operational systems into the
data preparation area
• Cleansing and Transforming Data
• the process of cleansing and transforming data in the data
preparation area before loading the data into the data warehouse
• Loading Data into the Data Warehouse
• the process of loading data into the data warehouse database
from the data preparation area

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Analysis Services
• Middle-tier server to enable analyses on large volumes of
data with exceptional data-retrieval performance times
• Variety of data sources can be analyzed together
• SQL
• DB2
• Oracle
• Access
• Excel
Business
Logic
Oracle
Local DBsLocal DBs
UnstructuredUnstructured
Data sourcesData sources
SpreadsheetsSpreadsheets
SQL
Server
Access
Security
= Sales, Orders, etc.

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Reporting Services
• Design reports with variety of structures
• Render reports into MS Word documents
• Display data with rich visualizations
• Scheduled delivery integrated with SharePoint
• Delivery to Who – When - How

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End User Tools
• Excel Pivot Table Service
• SharePoint Services
• Excel 2007
– Data Mining Add-ins
= 1,000,000 Rows

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Insight
Brief
Demonstration

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Questions
Business Intelligence

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Case Study 1
A Catholic Church Community
Goal – Identify parishioners, the ministries they are involved in and their level of support.
Combine this with the people served by each ministry and ministry alignment with parish
mission and objective.
Process – Extract information from parish line of business application; including family/parishioner
identification and ministry involvement as supporter or beneficiary. This was combined with
the family/parishioner level of support parish wide in terms of time, talent and treasure.
Tools used included SQL Server, Analysis Services, Reporting Services and Excel.
Result - A clearer and more informed understanding of who is being served, who is serving them,
and how the served and the servers are participating in the overall life of the parish.

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Case Study 2
A Professional Services Firm
Goals – Improve the post engagement analysis of work performed for clients. Determine the
level of actual expense and realization versus forecasted revenue and expense.
Process – Extract information from the firm’s Time & Billing application by individual; combine this
data with HR & Payroll data from an external provider, in addition to Invoice data and
Revenue Forecast data from in-house applications.
Tools used included SQL Server, Analysis Services, Reporting Services and Excel.
Result - A significantly better insight into “real” time and dollar performance on an engagement.
This has resulted in better forecasting, increased client satisfaction and insight into the
potential cost/revenue dynamics of an opportunity.

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Improving Your Business
With
Cooperation & Insight

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Thank you
770-926-5030 (office)
gwartes@rosebudtech.com
www.rosebudtech.com
http://blogs.rosebudtech.com