1. Microsoft Overview Jake Zborowski BI Product Manager

2. Business Intelligence Improving business insight
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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.

3. Our Perspective On BI Market
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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 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.

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

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

6. 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

7. Business Analytics BI Roundup – Views From Gartner Summit
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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.

8. Business Intelligence Aspirations
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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.

9. Microsoft Business Intelligence
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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.

10. Microsoft Business Intelligence An end-to-end integrated offering
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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.

11. Microsoft Investing Heavily in BI
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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.

12. Business Scorecard Manager 2005 Align strategy from the top down
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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 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.

13. 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

14. Product Roadmap ProClarity, BSM, and “Biz #” Become One
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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.

15. 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.

16. 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

17. 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

18. 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.

19. 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.

20. 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.

21. Office launch demo.
DEMO

22. Microsoft Business Intelligence
ROADMAP

23. 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

24. 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!

25. 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
© 2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

27. © 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.