1. 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

2. 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

3. 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

4. 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.

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

6. 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

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

8. 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

9. 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.

10. 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

11. Questions? Q & A Brandon George, Director of Business Intelligence
Microsoft Dynamics AX MVP |

12. Continue the Conversation
Online user community for knowledge sharing:
AXUG events:
- Webinars and Special Interest Groups (SIGs)
Social Media #AXUG #CONV13 #MSDYNAX
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