The document discusses using Microsoft SharePoint and business intelligence tools to share and collaborate on financial information. It provides an overview of SharePoint and describes how organizations can leverage these tools to improve access to financial data and reporting for non-financial users through centralized reporting portals. The presentation agenda includes demonstrations of using Smart Lists, Excel Services, Business Scorecards and other options to surface key performance indicators and reports on a SharePoint site.

1. Web Seminar Series: Microsoft Dynamics Business Solutions Today’s Presentation : Share and Collaborate with Microsoft SharePoint and Business Intelligence Office SharePoint Server 2007 is an integrated suite of server capabilities. This software can help to improve organizational effectiveness by providing content management and enterprising search, accelerating shared business processes, and facilitating information-sharing across boundaries for better business insight. Presented by: Peter Ward, Business Collaboration Manager

7. The 2007 Microsoft Office System Evolution Word processing Business modelling Presentations Business data management Information Management Collaboration Content management Streamlined processes Business intelligence Search Portals

8. Definition Of A Portal The Presentation Layer of information to lines of business Accounting Sales HR PMO Office

10. Financial Reporting Options Option Features Reporting Functionality User ability SharePoint integration Smart Lists 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 Reporting tool Only financial statements- - P & L Not sub ledger reporting Linked to GP Scheduled driven SharePoint Data Business Catalog Excel Services 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 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

11. Demo- Reporting Options Scenarios Data Business Catalog Dashboards Smart Lists / FRx Reporter Business Score Card Manager

12. Demo- Reporting Options Scenarios 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. Approve PO’s and expenses Solution : Smart lists / FRx Reports residing on SharePoint portal using Excel Services

13. Demo- Reporting Options Scenarios 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 Business Data Catalog to integrate the accounting systems and the portal.

14. Demo- Reporting Options Scenarios 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.

15. Demo- Reporting Options Scenarios 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 SRS .

17. Questions Peter Ward Business Collaboration Manager E: [email_address] P: 212-502-3937 W: www.InterDyn.com B: www.wardpeter.com