2. OBA304 PerformancePoint 2007 Planning Ryan Jamieson Director IS Partners

3. Objectives What is PerformancePoint Planning? How is it used? Can I benefit from it?

4. Agenda What is PerformancePoint Planning? The Scenario Solve the issue Questions

5. What is PerformancePoint Planning? Performance Management PerformancePoint Server Functional Architecure Architectural Flow

6. Why? What happened? What is happening? What will happen? What do I want to happen? Performance Management Better execute on strategy

7. PerformancePoint Server 2007 Authoring Design, Publish, Maintain Consume View, Contribute, Analyse Business Data Business Logic Business Rules Security Dimensions Models Process Control Model to Model Associations Dashboards/Scorecards/KPI Strategy Maps Views, Forms, Reports Data Visualisations

8. SQL Server 2005 Application Server mapping models applications Business definitions for data views, workflow, and security metadata Predefined business & financial intelligence SAP OraclePeopleSoftSiebelMBS Custom Modeler Excel Add-in PerformancePoint Client Architecture: The Functional Overview

9. Application Architecture

10. The Scenario

11. Last year I created a budget of beer consumption at the end of year party Management LOVED it They want to roll it out to the whole of the company But … –Include gender as well

12. I can do this… Is any of this still relevant? Business Analysts Executives Information Workers Many moving parts Manual consolidation Linked Spreadsheets Error-prone Slow

13. Last year’s Spreadsheet

14. However I can do this… What, Why, Who, When, How? Collaborative, User-friendly, Contextual. “Information that is relevant to me” Aligned, Actionable, Accountable. “Information that I can trust and act on” Flexible, Secure, Auditable. “Build and modify within compliance” Forecasting Planning Reporting Scorecard & Dashboard Analytics

15. Planning Components Cycles Account Entity Scenario Time Product HR Dimensions Models Annual Budget Consolidation Exp Assumptions Business Rules Approver Analyst 1 Analyst 2 Business Roles Forms (XL) Assignments

16. Solving the Issue Build the Dimensions Build the Model Build the Business Rule Build the Form Assign the Form Build the Report

17. This year’s PerformancePoint Solution

18. More Info PerformancePoint Info –http://office.microsoft.com/en- us/performancepoint/http://office.microsoft.com/en- us/performancepoint/ Blogs – http://bizsharpie.spaces.live.com/default.aspxhttp://bizsharpie.spaces.live.com/default.aspx – http://adriandownes.blogspot.com/ http://adriandownes.blogspot.com/ South African Business Intelligence User Group –http://www.businessintelligencesa.co.zahttp://www.businessintelligencesa.co.za Contact IS Partners –ryanj@ispartners.co.zaryanj@ispartners.co.za –http://www.ispartners.co.zahttp://www.ispartners.co.za

19. Questions and Answers

20. Thank you http://www.microsoft.com/southafrica/ucs/2007