BIO for MS Dynamics SL... (PowerPoint Presentation)

BIO™ for Microsoft Dynamics™ SL

Executive Overview

Agenda for a New Opportunity

• What is Business Intelligence?

• BIO™ for Microsoft Dynamics™ SL• The Opportunity for Customers• Microsoft Business Intelligence Strategy

““Where do I need to focus today Where do I need to focus today to have the biggest impact on to have the biggest impact on

my business?”my business?”

Improving organizations by Improving organizations by providing business insights providing business insights to to allall employees leading to employees leading to better, faster, more better, faster, more relevant decisionsrelevant decisions

Integrated platform Integrated platform and applicationsand applications

Secure and personalizedSecure and personalized

CollaborativeCollaborative

Cost effective and comprehensiveCost effective and comprehensive

Microsoft Business Intelligence Vision

What is Business Intelligence?

There are a lot of definitions, but in practical terms, provide tools that allow people to:– Focus on exceptions, rising and falling stars, from

a single version of the truth.– Create actionable knowledge for all people,

amplifying their impact on the business– Provide the command and control needed to

execute– Allow executives to work on the company not in

the company

Common terms: Business Analytics, Operational Analytics, Business Intelligence, Corporate Performance Management, Business Performance Management, Scorecarding

BIO™ for Microsoft Dynamics™ SL

Here is a sample Here is a sample of a report card of a report card for a particular for a particular employee – a employee – a billable billable consultant.consultant.

With this, With this, companies can companies can measure and measure and improve improve divisions, divisions, groups, groups, managers, managers, employees, etc.employees, etc.

Employee Time by budget

Employee Time by project

Employee Time by client

Employee Time by

% of week dayannual tasksand budget

Business Intelligence Market Opportunity

• Source: Gartner Dataquest (October 2004)• North and Latin America 5-Year CAGR = 5.3%• Gartner increased 5-Year CAGR to 7.3% in January,

2006• WW market size now estimated to be $2.1B in 2008

Forecast, New License Revenue for Stand-Alone BI Software, North and Latin America, 2003-2008

600.0

700.0

800.0

900.0

1,000.0

1,100.0

($M)2002

($M)2003

($M)2004

($M)2005

($M)2006

($M)2007

($M)2008

Business Intelligence Challenges in the Mid-market

• Customer Resistance to BI Projects– Fear of risk (lack of ROI or BI project failure)– Fear of distraction (opportunity cost of Execs’ time)– Fear of dependency (no end to partner consulting)– Skepticism (market hype / exaggerated claims)– Inertia (other things perceived as more important)

• Crowded Marketplace – Lots of Voices– Tier 1 BI players desire to move into the mid-market– ERP competitors have packaged analytic offerings– Multiple technology messages

The Opportunity for our CustomersMicrosoft Dynamics SL BI Market Strategy

• Tangible insight that can amplify the impact of people on the business every day

• Manage risk on behalf of the customer– Reliable BI methodology and technology– Rapid, repeatable implementation processes– Reasonable cost of acquisition, ownership and

customization

• Reduce technology adoption cost– Built on the Microsoft BI Platform – SQL Server and Office– Enhances the value of Office, Business Scorecard Manager,

SharePoint Server, and SQL Server

• Result:– Customer objections are addressed– Tangible business benefits provided to customer

within 30 days of initiating the project

BIO™ for Microsoft Dynamics™ SL

Keep your people focused on the health and success of your business every day

Fuels your business

productivity

Command and Control

Fits with your systems

OneTruth

Enables confident decision making

Actionable-Knowledge

Familiar and useful to

your people

Simple Sophisticatio

n

Increase the lifetime value of customersIncrease the lifetime value of customersDecrease the cost of product and service deliveryDecrease the cost of product and service delivery

Strategic planning to expand your businessStrategic planning to expand your business

Integrated Offering

PortalsPortals(Office Server)(Office Server)

IntegratIntegratee

(SSIS)(SSIS)

AnalyzAnalyzee

(SSAS)(SSAS)

ReporReportt

(SSRS)(SSRS)

Business Performance Business Performance ManagementManagement

(Business Scorecard Manager)(Business Scorecard Manager)(BIO™ for Microsoft Dynamics SL)(BIO™ for Microsoft Dynamics SL)

End-user End-user AnalysisAnalysis

(Excel)(Excel)

Business Business ApplicationsApplications

(Microsoft (Microsoft Dynamics)Dynamics)

Data Data WarehouseWarehouse(SQL RDBMS)(SQL RDBMS)

BIBIPlatformPlatform

AnalyticAnalyticApplicationsApplications

End-userEnd-userToolsTools

BIO™ for Microsoft Dynamics™ SLProduct Details

Improve Business Operations

Vince, Operations ManagerVince, Operations Manager

“There’s no time like the present to address problems.”

Vince’s Home Vince’s Home PagePage

6:30am6:30am

Production plan Production plan on shop flooron shop floor

7:30am7:30am

ReportsReports

7:00pm7:00pm

Sales Sales ForecastForecast

2:00pm2:00pm

CustomerCustomerServiceService

11:30am11:30am

Top Quartile

Bottom Quartile

High Performers vs. Low Performers

87.342.5

72.9

18.3

Real-time Inventory Tracking

Automated Production Planning

Customer Order Processing

66.925.0

61.916.7

Automated Returns

IT Score by Functional Group - Differentiators

Source: Keystone Strategy, Inc., Source: Keystone Strategy, Inc., 20052005

78.836.7

Complete

Insight - FinancesEffective Forecasting

80.235.6

72.9

12.5

Complete Insight - Operations

Business Intelligence in the Press

“Analysts say applications that actually answer questions rather than just present mounds of data is the key driver of a market set to grow 10 percent in 2006 or about twice the rate of the business software industry in general.”

"There is almost no penetration of business intelligence," Schwarz said. "As you look at the market opportunity it is a huge one going forward." - John Schwarz, Chief Executive, Business Objects

(c) 2006 Reuters Limited, Michael (c) 2006 Reuters Limited, Michael Kahn Kahn

15 January 200615 January 2006

Microsoft Dynamics™ SL Goals for BIO™

• Drive unit volume increases of Microsoft Dynamics SL by addressing customers’ need to improve business operations

• Increase partner business opportunity through a new line-of-business offering

• Accelerate BI market share for Office BI and SQL Server BI components– Provide scorecarding and analysis for situations/roles in

specific industries– Add value to Microsoft Office (SharePoint, BSM, Office

Business Applications), SQL (SSAS,SSIS), and Microsoft Dynamics SL components in order to maximize use

– Extend business information to more desktops

BIO™ for Microsoft Dynamics™ SL

Keep your people focused on the health and success of your business every day

Fuels your business

productivity

Command and Control

Fits with your systems

OneTruth

Enables confident decision making

Actionable-Knowledge

Familiar and useful to

your people

Simple Sophisticatio

n

Increase the lifetime value of customersIncrease the lifetime value of customersDecrease the cost of product and service deliveryDecrease the cost of product and service delivery

Strategic planning to expand your businessStrategic planning to expand your business

Tremendous new value to our prospects and customers

The Executive Experience• Look at a detailed, organized view of their

business for the first time– Operationally-focused view (detailed transactional data)– Information organized by natural hierarchies (calendar,

product, transaction type, division / department)– Subject-oriented, time-variant

• The exploration process results in a series of new questions about the business– The 1st question leads to the 2nd question which leads to

the 3rd question, etc …– It is self-service that gives users the ability to dynamically

change the "context" to respond to next question

• The answers to those questions are input to the planning process– “As a decision-maker, where should I spend my time?”

Databases TodayLot’s of information, often hard to see in one view

What orders have shippers

that are due but not yet shipped?

I need to drill from project to customer for a consolidated P&L by customer.

The DatabaseThe Database

Who/what are my rising and falling star performers?

Cash flow by revenues in excess of billing

and billings in excess of revenue?

Which projects will require additional

resources to complete on time ?

Who are the top performing customers

by gross and net amount of orders?

BIO™ for Microsoft Dynamics™ SL

Single Truth, All in One Solution

OperationalAnalytics

Project Analytics

FinancialAnalytics

StrategicAnalytics

Internal Controls

SOX

DistributionAnalytics

Rapid, Repeatable, Reliable Implementation Process

• Pre-configured to work with Microsoft Dynamics SL 6.0 and 6.5

• One-click setup– Installs all components and prepares data for

analysis

• Pre-defined content– Subject areas (dimensions), measures and

business views by employee role

• Simplified evaluation process– Perform a proof of concept in a day (or less)

• Rapid deployment – Train and provide to end-users within one week of

installation

Reliable BI Methodology

• A complete systems approach to back-end processing– Automate the data extraction, cleansing, staging, cube-building,

maintenance and scheduling processes

• Pre-validated analytic data model for Microsoft Dynamics SL– Domain expertise across functional modules and database

schema

Reasonable Cost of Acquisition, Ownership and Customization

• Low acquisition cost– Attractive entry-level price– Can use existing SQL Server database licenses for MSAS

• Customer can be self-sufficient– Perform analysis without outside assistance– Self-service reduces the cost of creating new business

views

• Affordable customization– Repeatable process for partners to add value through

new metrics or data sources– Partner role changes from BI developer / implementer to

business consultant

BIO ApplicationBIO Application

BIO for Dynamics SL ConnectorBIO for Dynamics SL Connector

BIO Vue ApplicationBIO Vue Application

BIO for Dynamics SL ViewsBIO for Dynamics SL Views

Application Application SoftwareSoftware

IP specific to IP specific to Dynamics SL Dynamics SL Business Use Business Use and Analyticsand Analytics

Over 60 Over 60 DimensionsDimensions70 Activity 70 Activity

TypesTypes18 cubes18 cubes

Over 60 views Over 60 views covering 12 covering 12

personaspersonas

Microsoft Dynamics SL BIO Platform The Complete Solution

All I need to know I learned in grade school

… Why don’t we measure and grade our divisions, groups, managers, employees, etc.?

The most important resource in a business is the people who work there and their intellect…

Here is a Here is a sample of a sample of a report card report card for a for a particular particular employee – employee – a billable a billable consultant.consultant.

With BIO for Microsoft Dynamics SL, we can.With BIO for Microsoft Dynamics SL, we can.

Employee Time by budget

Employee Time by project

Employee Time by client

Employee Time by

% of week dayannual tasksand budget

Sample View:

Select 1 employee or anygrouping of employees

Select a single task or any segment of the WBS

Currently Looking at all projects, could focus on one

Traffic Lighting based on 40 Hr week

Leads To The 2nd Question

Interactive & Self ServiceAsk & Answer the 2nd question: What Clients Were Worked On And

What Tasks Were Performed Over Any Time Span, Including Rolling Weeks

BIO Foundation• Reporting Unit Maintenance• Scheduler• Cube Catalogue

– Ability to Substitute Subaccount with site specific individual segment definition

– View Cube Definition– Create and save Microsoft Office Web

Components Cube views– Functionality to select fields to view on cube drill

through• Integrity Checker• Modules Covered

– Financial Series (Limited payroll)

BIO Advanced

• Modules Covered• Distribution – (Limited work order)• Project Management and Accounting• Service Services (limited)

• Cube Catalogue– Ability to Substitute Project, Inventory,

Task with site specific individual segment definitions

BIO Extender

• Dimension extender• DTS sub-package creator• Cube Modification

– Cube template creation– Cube editing

Formatting and Presentation Options• BIO Vue

– Formatting and Presentation Layer– Defined BIO Vue Frames and Report Cards – Creates output to HTML or Microsoft SharePoint

WebParts– Minimum of 2 BIO Vue users required

• Microsoft Office– Connect directly to cubes– Microsoft Excel Pivot Tables– Microsoft Office Business Scorecard Manager

• HTML and Web Parts

Microsoft Dynamics SL Connector• Metadata Layer• Analytics Layer• Modules Covered

– BIO Standard• Financial Series (Limited payroll)

– BIO Advanced• Distribution – (Limited work order)• Project Management and Accounting• Service Services (limited)

• Versions supported– Microsoft Business Solutions – Solomon 6.0– Microsoft Dynamics SL 6.5 and future

versions

Estimating User Requirements• BIO Vue Users (2 Pack)• BIO Vue Users (10 Pack)• BIO Vue Users (25 Pack)• Pinned and Floating CALs

– By default, CALs are associated with the user’s Windows credentials on a “first-come, first-allocated” basis. Also by default, CALs are “pinned” to the user credentials with which they are initially associated.

– An administrator can mark a CAL as “floating” using the BIO Vue Server web admin UI.– A “floating”, a CAL will be assigned to a user, but will be automatically unassigned if that user does not

re-access a BIO Vue report (including via a web part) within 14 days.

Success Model For Business Intelligence with BIO™ for Microsoft Dynamics™ SL

• Deliver break-through ROI by enabling high adoption throughout the organization, ease of use and knowledge content

• Up and running day one • Trained in a week • Tangible return in a month

Appendix

• Project• Activity• Employee• Project Accounts• Month• Year

• Department/LOB• Project (with groupings by)

– Customer– Size– Type– Contract Type

• Project Manager

Common Project Dimensions

RevenueLabor

Project ProfitProject Margin %

ResearchConsultingTraining

Sample Project Measurements

• Amounts– Actual– Budget– Estimate at Complete– Forecast at Complete– Commitments

• Profit Margin & Percent• EAC Margin & Percent• Comparisons/Variance• Revenue Backlog• Billing Backlog• Over/Under Billed

• Hours• Resource Utilization• New Project Starts Over time• Weekly Burn rate• Percent Complete• Estimated weeks to complete• Estimated Project Duration• Percent of totals• Ranking• Rolling Periods• Lifetime values

And more…

Sample Objectives

• Project Profit• Project Status• Who is doing what ? (Daily, Weekly)• Employee Utilization• Account Manager Report Card• Budget to Actual Metrics• Customer Metrics• Project Overrun Alerts• Project Starts

BIO™ for Microsoft Dynamics™ SL

BIO™ for Microsoft Dynamics™ SL

BIO™ for Microsoft Dynamics™ SL

BIO™ for Microsoft Dynamics™ SL

© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.