Improve Business Insight Explore solutions to help you save time and money

What We Do Company name and logo Expertise and services Brief history/experience, i.e. “We’ve provided reporting and data analysis solutions for small businesses since 1998” Goal/commitment to build a successful long term relationship by providing best-in-class support, training, guidance, etc. [Instruction for partner: Customize this slide to introduce your company, brand image and your services, then remove this box.] 2

Topics About us Why is Business Insight important? Why look at Microsoft solutions? Overview of key Business Intelligence scenarios  Getting started with reporting and data visualization  Doing more with ad hoc reporting and scorecards  Interactive reporting with advanced scorecards and dashboards Choosing the right scenario Special offers About the products 3

Meet Current Market Challenges with Business Insight Why do you need better reporting and analysis? Track holistic business performance (bank accounts, sales activity, operational efficiency) Identify user trends to more easily find and retain customers Respond to new customer opportunities faster and more cost-effectively We can provide technology to help you: Make better-informed decisions that save you time, help you reduce costs, and keep you productive Keep your business focused on effective, profitable activities that attract customers Business intelligence investment plans Source: Microsoft SMB Insights Report, December 2008 “The visibility into our customer base with the Microsoft business intelligence solution means we can quickly identify the customers we need to focus on and design targeted programs to reach them.” –Scott Mitchell, Heel 4

Why You Should Consider Solutions from Microsoft Accessible to ALL employees Familiar interface Tools and licenses you already own and use Trusted provider with BI expertise Integrated into IT infrastructure Built on a reliable and extensible platform 5

Scenario Instructions Use the next slide (Scenario Roadmap) to set up the three scenarios and then focus on the one or two applicable for the conversation. Remove the Scenario Benefits, Scenario Features and Demo slides for each scenario not being discussed. Update the slide numbers in the lower right corner as needed to account for any slide addition or removal Hidden Slide—please read

Deeper Intuitive Shared Insight Scenario Roadmap Interactive Reporting with Advanced Dashboards and Scorecards Doing More with Ad Hoc Reporting and Scorecards Basic Business Insight Getting Started with Reporting and Data Visualization Holistic Business Insight 6

Getting Started with Reporting and Data Visualization “The new reports help determine which markets to choose for sales incentives, or track how well an ad campaign might perform.” –Bruce Hoffman, Kelley Blue Book 7

Scenario Benefits Powerful and agile Excel environment Get up-to-date insights from your data source with standard, easy-to-access, professional reports Increase the accuracy of your reporting so you can make faster, proactive, more effective decisions Familiar tools mean you don’t need to invest in expensive software or additional training 8

Solution Features Build standard reports from a single data source Export to a spreadsheet for analysis Visualize the information in charts, graphs, and pictures Build reports with Report Builder Visualize your data with Visio 9

[Instruction for partner: Demonstrate appropriate solution. Refer to suggestions in speaker notes. Remove this box before presenting.] demo See the Solution in Action 10

Doing More with Ad Hoc Reporting and Scorecards “Online access to reports and the ability to review the budget as a team is a huge advantage. I’m confident that this new system will enable us to respond quicker to changing market conditions.” –Keri Sullivan, Technology Services 11

Scenario Benefits Publish reports in a central location so consistent information is shared and available to all Add rich visualization to improve at-a-glance understanding and enable more sophisticated data discovery Familiar Microsoft tools reduce costs and make creating and sharing reports easier Visualize data with Visio Track performance metrics with Scorecards 12

Solution Features Build reports and scorecards and share information in various formats (xls, pdf, doc, Web) Automated refresh and delivery of relevant information Create inline charts with embedded scorecards Publish to SharePoint to provide access to more people Add rich visualizations using Visio Track performance metrics with Scorecards Publish to SharePoint 13

[Instruction for partner: Demonstrate appropriate solution. Refer to suggestions in speaker notes. Remove this box before presenting.] demo See the Solution in Action 14

Interactive Reporting with Advanced Dashboards and Scorecards “People have everything that they need at their fingertips. They can look at a dashboard or drill down into a KPI, and find out the reasons behind the numbers. They don’t have to call people on the phone to get the information…having that agility and the immediate view of the business is priceless.” –Scott Mitchell, Heel 15

Scenario Benefits Consolidate data from multiple sources to get a single version of the truth, see the root cause of trends, and gain a deeper understanding of your business Visually display your integrated data and share it in a central location to help the whole organization easily make timely, insightful decisions Reduce bottlenecks in decision- making by empowering all users to drill into reports and find the root causes of trends Integrated data sources CollaborationCollaboration SearchSearch 16

Solution Components Advanced, automatically updated scorecards and dashboards with drill-through enabled Multiple integrated data sources Collaborative interaction via SharePoint See interdependencies with Strategy Maps Track performance metrics with Scorecards 17

[Instruction for partner: Demonstrate appropriate solution. Refer to suggestions in speaker notes. Remove this box before presenting.] demo See the Solution in Action 18

Choosing the Right Scenario Up-to-date reports Rich visualization Familiar, easy-to-use tools A scorecard for a holistic snapshot of business performance Up-to-date information from various business systems in a central location A rich dashboard integrating data from all systems Collaboration and sharing Interactive reports that enable drill-through What tools do you use now? Are you connecting to a single data source? How do you represent your data visually? How will users interact with reports? Where will reports be stored? Do you need a holistic view of performance across multiple data sources? How do you identify business drivers for reported data? Can you view reports and scorecards in a single action- oriented interface? How are reports and scorecards shared? Microsoft SQL Server 2008 SE Microsoft Office Excel 2007 Microsoft Office Visio Professional 2007 Microsoft SQL Server 2008 SE Microsoft Office Excel 2007 Microsoft Office Visio Professional 2007 Microsoft Office SharePoint Server 2007 Microsoft SQL Server 2008 SE Microsoft Office Excel 2007 Microsoft Office Visio Professional 2007 Microsoft Office SharePoint Server 2007 Microsoft Office SharePoint Server 2007 ECAL 2-7 Days 1-2 Weeks 2-4 Weeks [Instruction for partner: Customize this slide for the scenario(s) discussed. Remove this box before presenting.] 19

Save on SQL Server 2008 when you buy SharePoint Server 2007! 20

© 2009 Microsoft Corporation. All rights reserved. Microsoft, Excel, Microsoft Dynamics, Outlook, PerformancePoint, SharePoint, SQL Server, and Windows Server are the registered trademarks or trademarks of the Microsoft group of companies in the United States or in other countries. This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. [Instruction for partner: Customize this slide with your name and logo, then remove this box.] “This offer is brought to you by [fill in the blank with partner name]” 21

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Business User Experience Microsoft Solutions for Business Insight Get more out of products you already own Data Infrastructure and BI Platform Analysis Services Reporting Services Integration Services Master Data Services Data Mining Data Warehousing Business Collaboration Platform Dashboards & Scorecards Excel Services Web based forms & workflow Collaboration Search Content Management LOB data integration Familiar User Experience Self-Service access & insight Data exploration & analysis Predictive analysis Data visualization Contextual visualization Business Collaboration Platform Data Infrastructure & BI Platform 23

Microsoft SQL Server 2008 Your data, any place, any time Mobile and Desktop OLAP FILE XML RDBMS Services Cloud Server Enterprise Data Platform Beyond Relational Dynamic Development Pervasive Insight 24

Microsoft Office Excel 2007 Analyze, share, and manage data in a familiar, easy-to-use environment Extend business intelligence investments with full support for SQL Server Analysis Services Connect quickly to external data sources 25

Microsoft Office Visio Professional 2007 Easily visualize, explore, and communicate information: Visualize Explore Communicate Create business and technical diagrams that document and organize complex ideas, processes, and systems. Use dynamic diagrams linked to data to provide a more complete picture of a process, project, or system to visually explore information and identify key trends, issues, and exceptions. Communicate information clearly, concisely, and effectively in ways that text and numbers alone cannot. 26

Microsoft Office SharePoint Server 2007 Report Center Connections to external datasources Excel Services KPIs Filter Web Parts Dashboards Collaboration Portal Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model Business Processes Content Management Search BusinessIntelligence 27