Welcome to the Minnesota SharePoint User Group. Introductions / Overview Upcoming Schedule Access to information Different data sources Different approaches.

Welcome to the Minnesota SharePoint

User Group

• Introductions / Overview

• Upcoming Schedule

• Access to information

• Different data sources

• Different approaches

• Case Study / Demo: Industrial Automation Engineering

• Office Solution Accelerator for Business Scorecards

• Q & A

Agenda

• Inetium (www.inetium.com)

• Twin Cites based Microsoft consulting company

• Microsoft Gold Certified Partner

• Practice Area focused on Information Worker Technologies

• New Horizons – Minnesota (www.newhorizonsmn.com)

• Microsoft Gold Certified Partner

• Training on many technologies

• Microsoft (www.microsoft.com)

• I’m guessing you’ve heard of them

Introductions – MNSPUG Sponsors

Build a local community focused on Microsoft SharePoint Technologies

• Educate user group members about SharePoint Technologies

• Transfer knowledge within the community

• Communicate best practices

• Introduce new products / solutions

User Group Goal / Objectives

• Website for user group

• SharePoint resource documents

• SharePoint resource websites links

• RSS Feeds

• Meeting Schedule

• Past User Group Presentations

www.sharepointmn.com

www.sharepointmn.com

• Next Meeting

• January 12th 9:00 AM to 11:00 AM

• Microsoft’s Bloomington Office

• Topic: To Be Announced

• Ongoing Schedule

• 2nd Wednesday of every month

• 9:00 to 11:00 am

• Microsoft’s Bloomington Office

Upcoming Schedule

Improving Access to Information

• What are we really talking about?

• How can SharePoint be used to gain access to information that is held in other systems?

• Utilize SharePoint as a tool to consolidate and view information in disparate systems.

• Understand what technologies support SharePoint to help this happen.

Access to Information

• Structured vs. Unstructured

• Structured

• Relational database

• SQL

• Oracle

• Access

• XML

• OLAP (cube)

• Unstructured

• Documents

• Email

Different Types of Data

• Relational Data

• Tables (rows and columns)

• Database system made up of many tables / queries

• XML (Extensible Markup Language)

• Hierarchical structure

• File based or web services

• OLAP (OnLine Analytical Processing)

• Cube structure (multi-dimensional)

• Typically fed from relational database

• Slice ‘n dice

Structured Data

• Front Page Data View web part

• Office Web Components (OWC)

• XML Web part

• Scorecard Accelerator

• Other Approaches

• Custom web parts

• Display reporting tools in web part (i.e. SQL Reporting Services)

• 3rd Party web parts

SharePoint tools to work with Structured Data

• Front Page provides addition of Data View web part to pages

• Can connect to multiple source types

• Formatting options

• Style

• Sorting / Grouping

• Filtering

• Read-only

• Refreshed when page is refreshed

Front Page Data View Web Part

• Provides familiar Office experience on web

• Allows user to interact with data via the web

• Can connect to multiple different data source types

• Components loaded onto web server

• Web Parts

• Datasheet

• Pivot Chart

• Pivot Table

• Pivot View

• Spreadsheet

• Quick quote

• Web capture

Office Web Components (OWC)

• Provides connection to XML data sources

• Typed in XML

• File-based XML

• Allows for custom formatting via XSL (style sheet)

XML Web Part

Case StudyIndustrial Automation Engineering

• Challenge

• Securing an existing relationship with a client by providing them with a higher-level of customer service through better and more timely information.

Case Study: Industrial Automation Engineering

•Background

• IAE is contracted to monitor and support the devices used to measure the input/output of Diesel Fuel used to power BNSF Locomotives.

• The reliability of these devices (Fuel Flow, Tank-level Meters) and the fuel data they record is mission-critical to BNSF from an accounting standpoint.

• The accurate and timely reporting of daily variance data, inside/outside of an acceptable tolerance-levels, is key to understanding whether devices require technical support or not.

Case Study: Industrial Automation Engineering

• If the fuel-flow or tank level metrics exceed the tolerance-levels, or equipment has failed etc… BNSF wants to know:

• What is the technical issue? (software/hardware)

• Where does the problem exist?

• When will the issue be fixed?

• How will it be resolved?

• Who is accountable for resolving it?

Case Study: Industrial Automation Engineering

• BNSF Concerns

• BNSF wants to know if the data coming from the devices is acceptable

• Is the data reliable enough to import into their accounting software?

• Is IAE doing all they can to be responsive to the issues and have a plan to resolve them?

Case Study: Industrial Automation Engineering

• Solution

• Create a BNSF Client Extranet using Windows SharePoint Services

Case Study: Industrial Automation Engineering

Case Study: Industrial Automation Engineering

• Solution Benefits

• Access to information about day-to-day fueling station operations without needing to rely on a customer-service or technical consultant to contact them.

• Provides BNSF with a higher-level of customer service

• Allows BNSF to make better business and financial decisions

Case Study: Industrial Automation Engineering

Business Scorecards Accelerator

• What is it?

• Business Intelligence tool

• Tool to help measure Key Performance Indicators (KPIs) visually

• Increase speed and quality of decision making

• Automate the creation and management of interactive scorecards

Office Business Scorecards Accelerator

Technologies

• SharePoint – WSS Sites for creation / management

• SharePoint – Scorecard web parts

• SQL Server Analysis Services

• Web Services – Provides connection to data

Office Business Scorecards Accelerator

• What is required?

• Business Scorecard Accelerator

• SQL Server 2000

• SQL Server Analysis Services

• SharePoint

• Visio (optional)

Business Scorecards – Architecture

• Measure of Key Performance Indicators (KPIs)

• Visually track and measure KPIs

• Examples:

• Sales

• Cost

• Cust. Complaints

• Cust. Satisfaction

What is a Scorecard?

• What is installed for SharePoint?

• SharePoint site

• Scorecard Development

• SharePoint web parts

• Custom View

• Dimension Slicer

• Dynamic Gauge

• Single View

• Standard View

• Strategy Map

• Theme / Initiatives

Business Scorecards – Core Components

• Scorecard builder

• Create Scorecard

• Create KPIs

• Create Themes / Initiatives

• Align to KPIs to data sources

• Preview Scorecard

Setting up a Scorecard

Scorecard Accelerator Demo

• Office Business Scorecard Accelerator http://www.microsoft.com/office/solutions/accelerators/scorecards/default.mspx

Resources

Q & A