UBAX13 – Creating a BI Success Story for your Company with Microsoft Dynamics AX Brandon George, Director of Business Intelligence Sunrise Technologies, Inc. Microsoft Dynamics AX MVP

Agenda A focus on data ownership Putting your data to work Engaging the user base A focus on BI Security and its defining role Workflow, alerts and more Define scope early Creating a System of Engagement

A focus on data ownership True business intelligence is less about tools and more about owning your data. Create champions early on during the implementation for higher success rates. Understanding there are task early in the implementation that build to success. Functional modeling is key. Diagnosis Analysis Design Development Deployment Operation

Putting your data to work for you Full adoption of Dynamics AX means greater business insights can be gained. BI is no longer just for the 5% of the company. BI concepts are built into Dynamics AX. Customers own their data, and Dynamics AX can help you turn it into an asset.

Engaging the user base Engage the user base. BI concepts go beyond a printable report Info parts Cues Contextual BI Example: Fact-box review

A focus on BI Producers & Consumers Nature of report Who is truly producing the insights? Who is the targeted set of consumers? Nature of report Operational – Sales Order History Analytical – Sales Cube Data Contextual – Last Activity for Customer Report scalability Scheduled delivery & execution Scale across the organization

Security and its defining role Understand the security model: Authentication Authorization Data Security Security design at the functional level

Workflow, alerts and more Workflow drives specific day-to-day business insight needs. Alerts help engage the user base Cue’s help engage the user base

Define scope early Understand what is in scope for your first phase of your BI Story. Just as important understand what is not in scope. Plan for action early in analysis and design. Deliverables targeted for CRP1 and beyond go live.

Creating a System of Engagement Focus on role tailored user experiences early. Target both operational & executive roles for first phase scope. Understand that Role Centers are meant to be tailored and personalized. C-Level Middle Management Day-to-Day

Questions? Q & A Brandon George, Director of Business Intelligence Microsoft Dynamics AX MVP Brandon.George@SunriseConsult.com www.SunriseConsult.com | www.inDynaBuzz.com | @DynamicsERP

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