Microsoft Overview Jake Zborowski BI Product Manager Jacobz@microsoft.com www.microsoft.com/bi

Business Intelligence Improving business insight 1/2/2019 3:56 AM Business Intelligence Improving business insight “A broad category of applications and technologies for gathering, storing, analyzing, sharing and providing access to data to help enterprise users make better business decisions.” – Gartner Poll audience to see how many people know BI, and split between product catagories as well Understand to enter a market that is hot Understand where our advantage is => Integration Understand how to best succeed © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Our Perspective On BI Market 1/2/2019 3:56 AM Our Perspective On BI Market Market In Transition Not pervasive Talking Points: BI is not a new technology, but it remains a top spending priority for organizations BI has been around for over 10 years, IDC reports it is over $13B market and forecast over 8% YoY growth looking forward for the next 3-5 years Customer surveys have shown the tremendous ROI of BI and that it remains a top spending priority for companies Yet, industry analyst reports and our customers tell us that BI has only reached ~20-30% of the potential in organizations When we ask our customers why use is so limited despite the business value – they say (1) it’s too hard for the typical information worker to use – they don’t want to learn a new tool, and (2) it’s to costly to purchase, deploy and manage to justify giving it to the majority of their employees The average enterprise has 6-10 different BI tools/vendors – b/c BI typically has been a departmental purchase The issue – this leads to high TCO, and as importantly different people have different “views” of the business As a result – BI rationalization (to a few) or standardization (to one) is a major trend for our customers So companies want to move to complete product lines (can support the broad range of end user needs – from analysts, to managers, to information workers) that can scale across their company and access a broad set of backend applications and databases Finally, customers want to use BI differently – and this has major product implications (1 and 2) this is about moving from BI = enterprise reporting about what “happened” last week of last month – reporting on the past, to more targeted information delivery around a set of key business metrics (or KPIs) that a person cares about, and how where that metric compares to goal or plan, so they can manage by exception – and not just backward looking information, but a “real time” view of where the business is today, and as importantly where it is headed – so people can take action before issues become major performance problems (3 and 4) and people want BI to do more for them then just deliver information, they want it to support the decision making process, support collaborative analysis and decision making, and to be a part of business processes – where a structured process like signing off on a sales forecast, or an unstructured process that takes place over email between co-workers. Rationalization occurring Must evolve to meet today’s needs © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Who uses Business Intelligence? “Analysts” Execs Operations Middle Managers

BI For The Entire Enterprise Strategic Tactical Operational Execs Strategic Value Analysts/ Middle Mgrs Ops Number of decisions

Microsoft BI Vision Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions Drive pervasive business performance Implement a complete and integrated business intelligence solution Deliver widespread intelligence through Microsoft Office Meet enterprise needs with affordable economics

Business Analytics BI Roundup – Views From Gartner Summit 1/2/2019 3:56 AM Business Analytics BI Roundup – Views From Gartner Summit 09 March 2006 “Microsoft Emerges as a Serious BI Contender. The biggest takeaway from the conference was the surge of enterprise interest in Microsoft’s BI capabilities” Vendors Can No Longer Ignore Microsoft’s BI Threat The conventional wisdom has held that Microsoft would be likely to see success in the Small to Medium business market but would struggle at the enterprise. Multiple comments from users and integrators suggest otherwise. Prior to the summit Merrill Lynch had Microsoft pegged as a medium business solution. What they found out from talking to customers was that Microsoft was actually being evaluated and implemented at the Enterprise level. More validation of our enterprise scale. While the pure-play BI vendors enjoy near-term tactical advantage in terms of having field sales efforts attuned to customer needs, it is only a matter of time before Microsoft’s partner ecosystem becomes more broadly engaged in the market. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Intelligence Aspirations 1/2/2019 3:56 AM Business Intelligence Aspirations Strategic Value Aligned Accountable Productive Familiar Agile Integrated Sharable Consistent Scalable Sound Data Personal and Team Insight Corporate Decisions Platform Applications MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft Business Intelligence 1/2/2019 3:56 AM Microsoft Business Intelligence Strategic Value Scorecards Planning Authoring Dashboards Ad hoc Query Consolidation Data Integration Analysis Analytics Storage Reports Data Management Sound Data Personal and Team Insight Corporate Decisions Platform Applications MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft Business Intelligence An end-to-end integrated offering 1/2/2019 3:56 AM Microsoft Business Intelligence An end-to-end integrated offering Performance Management Applications Business Scorecard Manager 2005 PerformancePoint Server 2007 ProClarity Analytics 6 Office SharePoint Server 2007 SQL Server 2005 Analysis Services Office Excel 2007 SQL Server 2005 Integration Services SQL Server 2005 Reporting Services BI Platform SQL Server 2005 11 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Microsoft Investing Heavily in BI 1/2/2019 3:56 AM Microsoft Investing Heavily in BI FY06 SQL Server 2005 Released Nov. 2005 BSM 2005 Released Nov. 2005 ProClarity Acquisition April 2006 Beta 2 release of 2007 Office system PerformancePoint Announce June 2006 2007 Office system release 2nd half 2006 FY07 PerformancePoint beta – Q2FY07 SQL Server SP2 PerformancePoint Release – H2 ‘07 Microsoft has invested and focused a great deal in BI and will continue to do so moving forward. © 2006 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 Align strategy from the top down 1/2/2019 3:56 AM Business Scorecard Manager 2005 Align strategy from the top down Articulate goals Centralized authoring and access right management of scorecards and KPIs Analyze issues Contextualized analysis of scorecards, KPIs, reports and unstructured data Collaborate and act Strong integration with Portal and Office system Manage your business Data-driven e-mail notifications for scorecard and KPIs Excel is the #1 BI interface today Adoption Productivity Retention What is used for what does it do. In demo we show to see it. Pieces that go beyond bsm wher eyou can build custom visualizations. Manufacturing plant floor diagram wher ethey are measuring effectiveness of each stage of the process… vision diagram connected to analysis services. Can embbed custom visuliations. 14 14 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

ProClarity 6.3 Advanced analytics for every decision maker Simple ProClarity simplifies how decision makers receive information and gain insight into their business Powerful ProClarity provides organizations with the tools they need to conduct powerful analytic modeling Adaptable ProClarity works with a company’s existing business and technical infrastructure and adapts to ongoing needs and changes. Built for the Microsoft BI Platform Fully integrated with SQL Server, Business Scorecard Manager, SharePoint and Office applications 15

Product Roadmap ProClarity, BSM, and “Biz #” Become One 1/2/2019 3:56 AM Product Roadmap ProClarity, BSM, and “Biz #” Become One ProClarity Analytics Server Business Scorecard Manager 2005 Scorecards Analytics Planning “Biz#” “Biz#” CTP PerformancePoint Server 2007 Today November 06 Mid CY07 © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

PerformancePoint Server 2007 Deliver performance management in the Office tools people know Full Office experience Complete perspective across all functions Easy to personalize scorecards, analytics, plans Priced for broad deployment Finance Operations Sales HR SharePoint Outlook Excel 17 Microsoft Confidential.

Office Excel 2007 New powerful analysis tools for up to 1M rows of data Conditional Formatting Spot trends and exceptions in your data to better inform your decisions Data Connection Library Quickly access the most common data sources in your enterprise for data analysis Pivot Table Against SQL Server Analysis Services Analyze data with new PivotTable tools and enhanced support for SQL Server Analysis Services Enhanced Sorting and Filtering Sort by cell color or filter data by quarter to work with only the data you need 18

Office SharePoint Server 2007 A single entry point for all your information Publish from Excel The Excel Services menu enables you to specify which items to display and how users can work with the work-sheet. Then save directly to SharePoint Server 2007 Excel Services Create fully interactive web based data-bound worksheets, including charts, tables, and PivotTable views without any custom coding Secure Sharing Safeguard sensitive information by controlling access to worksheets. With Excel Services Web-enabled access, you can limit what users can view, protecting the underlying data and models Dashboards Create rich, interactive dashboards that assemble and display business information from disparate sources, using built in web parts such as dynamic (KPI) and Office Excel 2007 spreadsheets 19

1/2/2019 3:56 AM SQL Server 2005 Reporting Services Presentation Quality Enterprise Reporting Report authoring Visually design reports & layout via the Report Designer Report management Manage report categorization, data sources, security, subscriptions via the Report Manager Model design Design semantic models that map to real business entities via the Model Designer End user report creation Enable end users to dynamically create their own Ad-hoc reports via the Report Builder Excel is the #1 BI interface today Adoption Productivity Retention Preempt question overlap of Excel AS question. RS is used to answer question of what.. Status mass distribution to a lot of people. Vs excel which is better at answering the question why. The analysis may not be pretty but I have the self serv information I need. Analogy – word excel and powerpoint. You can write a book in all three do a presentation from all three do a calculation in all three. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

1/2/2019 3:56 AM SQL Server 2005 Integration Services Enterprise Data Integration Platform Metadata Management Impact and Lineage Analysis from source systems to cubes Development Productivity Development Environment with visual debugging and version control Enterprise Data Integration Scalable data integration platform with parallel pipeline architecture Extensible Architecture Plug in custom components written in C# or call existing business logic using VB.NET Excel is the #1 BI interface today Adoption Productivity Retention 21 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

1/2/2019 3:56 AM SQL Server 2005 Analysis Services Enhanced OLAP and data mining capabilities Unified Dimensional Model Enjoy the power of a combined metadata model – the UDM – bridging the flexibility of relational reporting with the performance of the classic OLAP KPI Framework Experience the manageability of a rich centralized repository for definition and storage of KPI’s that are easily made available for end-user consumption via e.g. BSM, Excel SharePoint Business Intelligence Wizards Enable even the most novice users to build BI models and projects addressing some of the more complex BI scenarios Data Mining Create new a breed of predictive analysis applications through a rich set of data mining tools and predefined algorithms The Analysis Services technology remains at the heart of Microsoft’s BI capabilities. It is now in its third generation and has delivered a wide set of new options – both functional & management/scalability focused. We’ll focus on three key areas: The UDM – a new approach to modeling the inputs to the OLAP capabilities of SQL Server Analysis Services that can help eliminate costly data staging areas and business-function specific data marts KPI – a new architecture for delivering goal-based metrics to the organization Deep Data Mining – moving beyond slice & dice and drilldown to provide tools that help you catch complex relationships and patterns in your data and predict outcomes based on past results. Unified Dimensional Model Pro-active caching Advanced Business Intelligence Key Performance Indicators Custom Aggregations and Semi-Additive Measures Web services Data Mining in the platform Integrated Developer Tools Failover Clustering 22 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Office launch demo. DEMO

Microsoft Business Intelligence ROADMAP

SQL Server SP2 and Office SSAS features specific for Office 2007 for performance and usability SSRS integration with SharePoint – integration of the report manager into the report center and improved web parts Data Mining add-in for Excel

Microsoft offers a Complete and Integrated BI Offering: - Performance Management Applications - End User Tools - BI Platform Intelligence where users want it: - Manage data “once” in the platform - Ease of use and familiarity of Office for interaction Ready for the Enterprise: - Server tools built for Enterprise scale - Priced and packaged so Enterprises can afford it! http://www.microsoft.com/bi

1/2/2019 3:56 AM Summary The Microsoft foundation for ubiquitous Business Intelligence is now in place. - AMR research, October 2005 Complete and integrated BI offering Widespread delivery of intelligence through Microsoft Office Enterprise grade and affordable http://www.microsoft.com/bi © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

© 2006 Microsoft Corporation. All rights reserved © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.