Business Performance Management on the Microsoft Business Intelligence Platform Grant Paisley SQL MVP Angry Koala angrykoala.com.au New Zealand Army.wmv BI315

Agenda Overview User Experience Architecture Business Scorecard Manager Extend and Integrate

Business Performance Management Who is it for? What is a scorecard? How do I build one?

Who is it for?

Changing the paradigm Scorecarding for the masses

What BPM Customers Want From Scorecards Business Analysts A system of recording for business definitions Empowering KPI and scorecard designer Auditing, versioning, and reversion capabilities Business Decision Makers Access to multiple data sources for exception reporting Deep analysis in context Integrated collaboration environment Alerting on changes in data IT Administrators Centrally managed, scalable BI platform Better partnership with business users in scorecard and KPI authoring What BPM customers want from scorecards

What is a Scorecard?

Three things… KeyFOSHGlue

“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” Measuring Strategic Performance

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? Increase customer confidence in our advice % of customers surveyed who rate us as their top source of advice 65% #1 90% #1 or #2 ObjectivesKPIsTargets

Perspectives? Financial … financially, how should we appear to our stakeholders? Return on Assets Cash flow Project Profitability Sales Forecasts … Financial Indicators Sales … in our vision, how should we appear to our customers? Customer Survey Customer Ranking Market Share On-time delivery … Customer Indicators 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 … Internal Business Indicators 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 … Innovation and Learning Indicators The FOSH Metrics

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 Performance Management Initiatives Objectives ObjectivesObjectives Objectives ObjectivesObjectives Objectives ObjectivesObjectives Objectives ObjectivesObjectives Performance Measurement KPI 1 KPI 2 KPI 1 KPI 2 KPI 1 KPI 2 KPI 1 KPI 2 KPI’s Accountability

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 Performance Management Initiatives Objectives ObjectivesObjectives Objectives ObjectivesObjectives Objectives ObjectivesObjectives Objectives ObjectivesObjectives Performance Measurement KPI 1 KPI 2 KPI 1 KPI 2 KPI 1 KPI 2 KPI 1 KPI 2 KPI’s Accountability Collaboration & Feedback

Business Scorecard Manager BSM

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

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

Business Scorecard Manager 2005 – User View

Architecture

Portal(SPS) Integrated Offering Office SQL Data Warehouse (SQL RDBMS) Integrate(SSIS)Analyze(SSAS)Report(SSRS) Business Scorecarding (BSM) End-user Analysis (Excel) BIPlatform AnalyticApplications End-userTools

BIPlatform Data Warehouse (SQL RDBMS) Integrate(SSIS)Analyze(SSAS)Report(SSRS) Portal (Office Server) Business Scorecarding (BSM) End-user Analysis (Excel) AnalyticApplications End-userTools Microsoft BI Offering 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)

BSM Architecture Scorecard Builder Data Sources Editor ScorecardBuilder Scorecard and Viewer Webparts Engine natively supports multiple data sources Scorecards are created in a business user-focused WinForms UI Webparts provide rich, integrated analysis experience leveraging key Microsoft technologies Scorecards SharePoint Experience Metadata schema offers extensible KPI and scorecard definitions Scorecard Application Source Systems SQL Server 2000 SQL Server 2005 Scorecard Metadata DB Cubes SQL Server 2000 SQL Server 2005 ODBC

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

BSM and SQL KPI interoperability SQL offers centralized management Gross Margin KPI Value: ([Account].[Accounts].[Account Level 03].&[49], [Measures].[Amount]) Goal: ([Account].[Accounts].[Account Level 03].&[49], [Measures].[Amount], [Scenario].[Scenario].[Scenario].&[2]) [Scenario].[Scenario].[Scenario].&[2]) Status, Trend, Graphics, Display Folder, etc. PlatformApplication BSM offers tailored definitions Gross Margin for Canadian Consumer Goods KPI Owner: Jennifer Adams Stretch Goal: 4.5% Report Views: Pie Chart, Datasheet, Transaction Report Readers: Executives and Canadian Middle Managers Editors: Canadian Corporate KPI Editors

Benefits of SQL KPIs for BSM Customers SQL KPIs owned and centrally managed by IT Reduced replication of logic siloed in client applications Confidential business rules can be made opaque to end users Key metrics standardized and discoverable by other end-user applications

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

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: 1. Create, Read, Update and Delete Annotations 2. Trim Annotations (by Scorecard, by KPI, by Owner and by Last Updated Time).

System Components Clients and server Dashboard Clients Scorecard Server Internet Explorer 5.5+ Office Web Components 2003 Legend: Scorecard Component Scorecard Dependency Scorecard Light-up Authoring Clients Windows XP, SP2+ Office Web Components 2003 Scorecard Builder Scorecards DLL Scorecards Database Scorecard Web Parts Web Service SSRS Export (optional) SSNS Alerts (optional) Windows Server 2003, SP1+ SPS / WSS SSASSSRS SSRS Database SSNS Client + Engine SSNS Database

Multi-Dimensional Scorecards Scorecards for deep analysis in context

Data Layer Application Layer Data Source By Time + Geo By Product Worldwide Sales Cube Canadian Consumer Goods P&L Scorecard Units Sold (Canadian Consumers Goods) Average Discount (Canadian Consumer Goods) Configured Views Scorecard BSM KPIs

Multi-Data Source Scorecards ”Launch Pad” Scorecards for exception reporting

Data Layer Application Layer Configured Views Scorecard BSM KPIs Data Source vs. Plan Targets vs. Stretch Targets Canadian Subsidiary Scorecard Scorecard Worldwide Sales Cube AS2K5 Ontario Advertising Campaign Cube AS2K Excel Spreadsheet Units Sold Toronto Pipeline Opportunities Ontario Advertising Expense Multi-Data Source Scorecards “Launch Pad” Scorecards for exception reporting

Business Scorecard Manager Under the covers

Extend and Integrate Parameter Passing Report View Plug-in Architecture Web Service APIs SQL Server Reporting Services Data Mining Notification Services

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)

Sample web page code The webpage parses the query string and extracts all the filtering valuesThe webpage parses the query string and extracts all the filtering values ASP.NET Page

Add the Webpage as a Report View Add a new Report View for a Scorecard or KPIAdd a new Report View for a Scorecard or KPI Report view type is WebpageReport view type is Webpage URL points to the new page that parses the page filtersURL points to the new page that parses the page filters Check the Append page filters checkboxCheck the Append page filters checkbox Deploy the scorecard to a Share point siteDeploy the scorecard to a Share point site Business Scorecard Builder

Report View Plug-in Architecture Custom report view types can added to the available types of report views

Report View Plug-in Architecture 3 rd party defined controls

Report View Plug-in Architecture 3 rd party defined WebControl

Web Service API Create, Update, and Delete methods for primary elements: ScorecardsKPIs Data Sources IndicatorsAlertsAnnotations View Generation AnnotationsAlerts

Integration with Data Mining Services The trained “Time Series” mining model is applied on the KPI value and a dataset containing the forecasted values is returned 2. The Report View WebPart contains a ASP.NET page displaying the resulting set

Sample: Integration with SQL Data Mining Services ActualValue Past Values Predicted Future Values Week of the Year KPIs Time Series Forecasting

Integration with SQL Data Mining Services KPIs SQL Server 2005 DM Engine Trained Mining MiningModels Business Scorecard Manager WebPart ScorecardViewReportView Business Scorecard Manager WEB Service Metadata Store (SQL) ADO.NET SOAP Training Prediction Historical Data DM Engine 12 AS2K Data Source Yukon Data Source ADOMD.NET Time-Series Mining Model Mining Model KPI Actual + Dim Mapping +Time Intel ADOMD.NET Predicted KPI Target ADOMD.NET

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

SQL Reporting Services Integration Scenario 1 Save to File + Modify in Report Designer

SQL Reporting Services Integration Scenario 2 Deploy to Report Server

Reporting Services Integration Business Scorecard Server Report Server SQL Server Reporting Services 2000/2005 WEB Service Metadata Store (SQL) ODBC OLAP Data Source ADOMD.NET RDL Generation Module Connection Command Data Reader Data Processing Extension Business Scorecard Manager Business Scorecard Builder UI Module Connection Command Data Reader Report Designer RDL SOAP View Data

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

Summary Business Scorecard Manager 2005 Advanced scorecard authoring and management Extensive dashboard functionality Technical Architecture Extend and Integrate

Remember! + + =

Next Steps BSM Beta II available now us/FX aspx RTM end of Sep 2005

Visit 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

Questions and Answers

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