BI315 9/10/2018 2:14 PM Business Performance Management on the Microsoft Business Intelligence Platform Grant Paisley SQL MVP Angry Koala http://ak.com.au grant @ angrykoala.com.au New Zealand Army.wmv © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Agenda Overview User Experience Architecture 9/10/2018 2:14 PM Agenda Overview User Experience Architecture Business Scorecard Manager Extend and Integrate © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Performance Management 9/10/2018 2:14 PM Business Performance Management Who is it for? What is a scorecard? How do I build one? © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9/10/2018 2:14 PM Who is it for? © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Changing the paradigm Scorecarding for the masses 9/10/2018 2:14 PM © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

What BPM customers want from scorecards Business Decision Makers Access to multiple data sources for exception reporting Deep analysis in context Integrated collaboration environment Alerting on changes in data Business Analysts A system of recording for business definitions Empowering KPI and scorecard designer Auditing, versioning, and reversion capabilities IT Administrators Centrally managed, scalable BI platform Better partnership with business users in scorecard and KPI authoring © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

What is a Scorecard? 9/10/2018 2:14 PM © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Three things… Key FOSH Glue 9/10/2018 2:14 PM © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Measuring Strategic Performance 9/10/2018 2:14 PM Measuring Strategic Performance “You can’t manage what you can’t measure. You can’t measure what you can’t describe” Robert Kaplan and David Norton Authors of “The Balanced Scorecard” © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

What are Scorecard Terms? 9/10/2018 2:14 PM What are Scorecard Terms? What is the strategy trying to achieve? How will the performance of the objectives be monitored? What performance level is required? Objectives KPIs Targets Increase customer confidence in our advice % of customers surveyed who rate us as their top source of advice 65% #1 90% #1 or #2 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Perspectives? The FOSH Metrics 9/10/2018 2:14 PM Financial Indicators Internal Business Indicators Financial … financially, how should we appear to our stakeholders? Return on Assets Cash flow Project Profitability Sales Forecasts … Operational Excellence …with customers and shareholders, what business processes must we excel at? Time spent with prospective customers Tender success rate Safety/Accident rate Length of project lifecycle … Customer Indicators Innovation and Learning Indicators Sales … in our vision, how should we appear to our customers? Customer Survey Customer Ranking Market Share On-time delivery … Human Resources …in our vision, how will we sustain our ability to change and improve? % revenue from new products/services Staff attitude survey Number of employee suggestions Cycle time … The FOSH Metrics © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Performance Measurement Performance Management 9/10/2018 2:14 PM What is Scorecard ? Customer “How should we appear to our customers?” Internal Business Process “What business processes must we excel at?” Financial “How should we appear to our stakeholders?” Innovation and Growth “How will we sustain our ability to change and improve?” Perspectives Accountability Performance Measurement KPI 1 KPI 2 KPI’s Performance Management Initiatives Objectives © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Collaboration & Feedback 9/10/2018 2:14 PM What is Scorecard ? Collaboration & Feedback Customer “How should we appear to our customers?” Internal Business Process “What business processes must we excel at?” Financial “How should we appear to our stakeholders?” Innovation and Growth “How will we sustain our ability to change and improve?” Perspectives Accountability Performance Measurement KPI 1 KPI 2 KPI’s Performance Management Initiatives Objectives © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Scorecard Manager BSM 9/10/2018 2:14 PM Business Scorecard Manager BSM © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9/10/2018 2:14 PM BSM Product Summary Advanced KPI and Scorecard Authoring and Management Cascading of metrics across organizations Sourcing of metrics from multiple data sources Multiple targets (plan, budget forecast) to compare and contrast performance © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

BSM Product Summary Dashboard functionality 9/10/2018 2:14 PM BSM Product Summary Dashboard functionality Charts, graphs, spreadsheets and pivot tables driven by data from Scorecards and KPIs Analyze, interact with, drilldown into and annotate data in the context of consistent business definitions Scorecards and reports move in concert as a user drills down for detailed analysis © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Scorecard Manager 2005 – User View 9/10/2018 2:14 PM Business Scorecard Manager 2005 – User View © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9/10/2018 2:14 PM Architecture © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Scorecarding 9/10/2018 2:14 PM Integrated Offering Office SQL Business Scorecarding (BSM) Analytic Applications Portal (SPS) End-user Tools End-user Analysis (Excel) Integrate (SSIS) Analyze (SSAS) Report (SSRS) BI Platform Data Warehouse (SQL RDBMS) © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Scorecarding 9/10/2018 2:14 PM Microsoft BI Offering Portal (Office Server) Business Scorecarding (BSM) End-user Analysis (Excel) Analytic Applications End-user Tools Leading Vendor in OLAP for 3 consecutive years More than 160K copies of SQL Server 2000 Reporting Services installed Integrate (ETL) Analyze (OLAP and Data Mining) Report (Reports and Notifications) Over 100,000 Downloads for Excel Add-in and the Business Scorecard Analyze (Excel) Collaborate (BI Portal) Manage (KPIs, Scorecard) BI Platform Data Warehouse (SQL RDBMS) Integrate (SSIS) Analyze (SSAS) Report (SSRS) © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

BSM Architecture Scorecard Builder Scorecards SharePoint Experience 9/10/2018 2:14 PM BSM Architecture Scorecard Builder Data Sources Editor Scorecard and Viewer Webparts Scorecard Builder Scorecards SharePoint Experience Scorecards are created in a business user-focused WinForms UI Webparts provide rich, integrated analysis experience leveraging key Microsoft technologies Scorecard Application Engine natively supports multiple data sources ODBC Scorecard Metadata DB Metadata schema offers extensible KPI and scorecard definitions Source Systems SQL Server 2000 SQL Server 2005 Cubes SQL Server 2000 SQL Server 2005 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

BSM KPI Definition KPI KPI Targets (sub-ordinate to KPI) 9/10/2018 2:14 PM BSM KPI Definition KPI A set of data source mappings, business logic and application metadata representing a business metric KPI Targets (sub-ordinate to KPI) A target with which the actual of a KPI is compared and contrasted KPI Report View (sub-ordinate to KPI) A supporting report stored with a KPI, can be serialized OWC component, parameterized URL or SQL Report Indicator Set A set of icons, display text and background and text colors associated with a KPI Target Data Source A container for a fixed value or connection information to an ODBC or ADOMD.NET data source © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

BSM Scorecards Definition 9/10/2018 2:14 PM BSM Scorecards Definition Scorecard A hierarchy of KPIs and Objectives plus application metadata Objectives (sub-ordinate to Scorecard) A grouping of KPIs and/or Objectives that exists in the context of a Scorecard Configured View (sub-ordinate to Scorecard) A view of a scorecard hierarchy with rendering specifications (e.g. headers, new labels, fonts sizes, etc.) Scorecard Report View (sub-ordinate to Scorecard) A supporting report stored with a Scorecard, can be serialized OWC component, parameterized URL or SQL Report © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Annotations Multi-dimensional comments Specific to a Scorecard 9/10/2018 2:14 PM Annotations Multi-dimensional comments Specific to a Scorecard Read permissions on a scorecard allows users to write comments Annotations are insensitive to slice ordering Extensibility The Annotation web service APIs: Create, Read, Update and Delete Annotations Trim Annotations (by Scorecard, by KPI, by Owner and by Last Updated Time). © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

System Components Clients and server 9/10/2018 2:14 PM System Components Clients and server Legend: Scorecard Component Scorecard Dependency Scorecard Light-up Windows XP, SP2+ Office Web Components 2003 Scorecard Builder Internet Explorer 5.5+ Office Web Components 2003 Dashboard Clients Authoring Clients Scorecards DLL Scorecards Database Scorecard Web Parts Web Service SSRS Export (optional) SSNS Alerts (optional) Windows Server 2003, SP1+ SPS / WSS SSAS SSRS SSRS Database SSNS Client + Engine SSNS Database Scorecard Server © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Multi-Dimensional Scorecards Scorecards for deep analysis in context 9/10/2018 2:14 PM Multi-Dimensional Scorecards Scorecards for deep analysis in context © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Multi-Dimensional Scorecards Scorecards for deep analysis in context 9/10/2018 2:14 PM Multi-Dimensional Scorecards Scorecards for deep analysis in context By Time + Geo Configured Views Scorecard BSM KPIs By Product Canadian Consumer Goods P&L Scorecard Average Discount (Canadian Consumer Goods) Units Sold (Canadian Consumers Goods) Data Layer Application Layer Data Source Worldwide Sales Cube © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9/10/2018 2:14 PM Multi-Data Source Scorecards ”Launch Pad” Scorecards for exception reporting © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9/10/2018 2:14 PM Multi-Data Source Scorecards “Launch Pad” Scorecards for exception reporting vs. Plan Targets vs. Stretch Targets Configured Views Scorecard BSM KPIs Canadian Subsidiary Scorecard Ontario Advertising Expense Toronto Pipeline Opportunities Units Sold Data Layer Application Layer Data Source Excel Spreadsheet Ontario Advertising Campaign Cube AS2K Worldwide Sales Cube AS2K5 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Scorecard Manager 2005 - Under the covers 9/10/2018 2:14 PM Business Scorecard Manager 2005 - Under the covers © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Extend and Integrate Parameter Passing 9/10/2018 2:14 PM Extend and Integrate Parameter Passing Report View Plug-in Architecture Web Service APIs SQL Server Reporting Services Data Mining Notification Services © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Passing Parameters to a Web Page 9/10/2018 2:14 PM Passing Parameters to a Web Page Query string parameters: Scorecard ID Scorecard View ID Active Page filters Selected cell’s: row dimension slices column dimension slices Objective (KPI Group ID) Actual / target (KPI Measure ID) © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9/10/2018 2:14 PM Sample web page code ASP.NET Page The webpage parses the query string and extracts all the filtering values © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Add the Webpage as a Report View 9/10/2018 2:14 PM Add the Webpage as a Report View Business Scorecard Builder Add a new Report View for a Scorecard or KPI Report view type is Webpage URL points to the new page that parses the page filters Check the Append page filters checkbox Deploy the scorecard to a Share point site © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Report View Plug-in Architecture 9/10/2018 2:14 PM Report View Plug-in Architecture Custom report view types can added to the available types of report views © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Report View Plug-in Architecture 9/10/2018 2:14 PM Report View Plug-in Architecture 3rd party defined controls © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Report View Plug-in Architecture 9/10/2018 2:14 PM Report View Plug-in Architecture 3rd party defined WebControl © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9/10/2018 2:14 PM Web Service API Create, Update, and Delete methods for primary elements: Scorecards KPIs Data Sources Indicators Alerts Annotations View Generation © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Integration with Data Mining Services 9/10/2018 2:14 PM Integration with Data Mining Services 2 1 The trained “Time Series” mining model is applied on the KPI value and a dataset containing the forecasted values is returned The Report View WebPart contains a ASP.NET page displaying the resulting set © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Sample: Integration with SQL Data Mining Services 9/10/2018 2:14 PM Sample: Integration with SQL Data Mining Services Time Series Forecasting Actual Value KPIs Week of the Year Predicted Future Values Past Values © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Integration with SQL Data Mining Services 9/10/2018 2:14 PM Integration with SQL Data Mining Services Business Scorecard Manager WebPart Yukon Data Source AS2K Data Source Scorecard View Report View SOAP WEB Service ADOMD.NET Metadata Store (SQL) ADO.NET ADOMD.NET Business Scorecard Manager SQL Server 2005 ADOMD.NET KPIs 2 Predicted KPI Target 1 KPI Actual + Dim Mapping +Time Intel Historical Data DM Engine DM Engine Prediction Training Trained Mining Models Time-Series Mining Model © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Alerts Supports scheduled, threshold-based alerts 9/10/2018 2:14 PM Alerts Supports scheduled, threshold-based alerts Editors define scorecard alerts through Builder Readers subscribe to existing alerts and customize them through the scorecard web part Alert CRUD APIs are exposed through the web service SQL Notification Services can be extended to support other delivery systems © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

SQL Reporting Services Integration 9/10/2018 2:14 PM SQL Reporting Services Integration Scenario 1 Save to File + Modify in Report Designer © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

SQL Reporting Services Integration 9/10/2018 2:14 PM SQL Reporting Services Integration Scenario 2 Deploy to Report Server © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Reporting Services Integration 9/10/2018 2:14 PM Reporting Services Integration SQL Server Reporting Services 2000/2005 Business Scorecard Manager Data Processing Extension Business Scorecard Server Connection Command Data Reader Connection Command Data Reader OLAP Data Source ADOMD.NET WEB Service SOAP Metadata Store (SQL) ODBC View Data View Data Business Scorecard Builder SOAP RDL UI Module RDL Generation Module Report Server Report Designer © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Software Requirements 9/10/2018 2:14 PM Software Requirements Minimum Install BSM Server Windows SharePoint Services 2.0 SQL 2000 & SP3+ SQL 2000 Analysis Services & SP3+ Windows Server 2003 BSM Client Windows XP SP2+ Recommended Technologies SQL 2005 Analysis Services KPIs for centralized management Reporting Builder for ad hoc query SQL 2005/2000 Reporting Services for exporting scorecards Notification Services for data-driven alerting (Beta 2) Office 2003 Office 2003 Web Components for advanced analysis and charting Visio 2003 & Visio Viewer for strategy map presentation SharePoint Portal Server 2003 for search and personalization © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Summary Business Scorecard Manager 2005 Technical Architecture 9/10/2018 2:14 PM Summary Business Scorecard Manager 2005 Advanced scorecard authoring and management Extensive dashboard functionality Technical Architecture Extend and Integrate © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9/10/2018 2:14 PM Remember! + + = © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Next Steps BSM Beta II available now RTM end of Sep 2005 9/10/2018 2:14 PM Next Steps BSM Beta II available now http://office.microsoft.com/en-us/FX012225041033.aspx RTM end of Sep 2005 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Visit www.sqlserver.com.au 9/10/2018 2:14 PM Australian SQL User Groups for SQL professionals & those who want to be. Monthly Meetings + Great info + Great Contacts + Pizza & Beer It’s Free !!! Adelaide Brisbane Canberra Melbourne Sydney Perth © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Questions and Answers 9/10/2018 2:14 PM © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Your Feedback is Important! 9/10/2018 2:14 PM We invite you to participate in our online evaluation on CommNet, accessible Friday only If you choose to complete the evaluation online, there is no need to complete the paper evaluation © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9/10/2018 2:14 PM © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

© 2005 Microsoft Corporation. All rights reserved. 9/10/2018 2:14 PM © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9/10/2018 2:14 PM © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.