amplify the impact of your people business...

Drive Business Performance

<<Name>><<Title>>Microsoft Corporation

Actionable insight aligned to business strategy

Develop Customer

Relationships

Improve Operations

Drive Innovation

Build Partner

Connections

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People Drive Business Outcomes

Amplify their impact and you create greater success

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Goals of Today’s Presentation

Understand how performance management solutions can drive better business resultsLearn about the Microsoft vision for pervasive performance managementSee examples of performance management solutions in action

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Agenda

The Need for Performance ManagementPerformance Management OverviewMicrosoft in Performance ManagementBusiness ScenariosCustomer EvidenceNext Steps

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Need for Better Insight and Visibility Throughout the Organization

VP, Operations VP, Sales and Marketing

CFO

CEO

“I need to have the right demographic information so I can better target my opportunity prospecting.”

Sales Rep Customer Support Rep“I need better access to information to make better decisions on cross-sell and up-sell opportunities.”

“I need to know that the people in my organization have the right goals in place to understand and execute on the strategic initiatives of the company.”

“I need better visibility into our pipeline performance so I can focus on deals that help me grow business with my most profitable customers.”

“I need better visibility into my cost of operations so I can target specific cost reduction opportunities that won’t have a negative impact.”

“I need to improve our analytics capabilities so we can understand our current business performance and do a better job of planning for the future."

Source: “Creating the Office of Strategy Management” by Robert Kaplan and David P. Norton, Harvard Business School, April 2005

Limited Access to InformationKey information not available to front-line decision-makersManagers dependent on IT to run reportsDecisions are based on historical rather that forward-looking informationProblems not identified or addressed on a timely basisAnalytical capabilities reside with specialists rather than those responsible for running the business

Difficult to Execute Business StrategyEmployees don’t understand how their work relates to company strategy.Can’t measure the effect of new programs or initiativesPerformance targets not tied to activities that drive business prioritiesResources not allocated appropriatelyLengthy cycles for budgeting, planning, and other key business activitiesData is inconsistent—no “single version of the truth”

Business Challenges

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Agenda

The Need for Performance Management Performance Management OverviewMicrosoft in Performance ManagementBusiness ScenariosCustomer EvidenceNext Steps

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What is Performance Management?Processes, methodologies, and

technologies to help people continuously improve their business through:

Reporting, monitoring, and analyzing current business results Planning strategic initiatives to drive future business performanceAligning organizational performance to support strategic initiatives

AnalyzeWhy?

AlignHow do I make it happen?

PlanWhat do I want to happen?

ReportWhat happened?

MonitorWhat is happening?

FORWARDLOOKINGHISTORICAL

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What is Performance Management?Aligning past information, present conditions, and future outcomes

Performance Management Needs Ownership Beyond IT

StrategyObjectives

Metric Definitions

Operational Data from LOB Systems

Operational Data from LOB Systems

ActionsAdjustmentsPlanning

ScorecardsPlanning Applications

Analytics

Business Intelligence

Perfo

rman

ce M

anag

emen

t

Infrastructure and

Platforms

People, Processes,

and Applications

Business

Driven

IT Driven

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Agenda


Empowering people throughout the enterprise with insight to

plan more effectivelyalign with strategic initiativesmake better business decisions

Drive Business Performance The People Ready Vision of Performance Management

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Why Microsoft?

Complete, integrated, end-to-end performance management offeringPervasive delivery of business intelligence through Microsoft Office

Easy for everyone to learn and use keeps training costs low

Familiar interface encourages wide adoption

Cost-effective for organization-wide deploymentCompatible with existing ERP systems and other technology investments

Microsoft BI and Performance Management An end-to-end offering

END USER TOOLS & PERFORMANCE MANAGEMENT APPSExcel PerformancePoint Server

BI PLATFORMSQL Server

Reporting ServicesSQL Server

Analysis ServicesSQL Server RDBMS

SQL Server Integration Services

SharePoint Server

DELIVERY

Reports Dashboards Excel Workbooks

AnalyticViews Scorecards Plans


Performance Management

IT User

Business User

Line of Business Applications

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Agenda


Business

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Realize Business Value Performance management scenarios on Solution Showcase

BetterPortfolio Management

Improving Sales and

Marketing ROI

Treasury and Cash Management

Plant Floor Visibility

Store Operations Management

Case Management

Supply Chain Management

Practice Management

Planning, Budgeting and Forecasting

Insurance Claims Processing

http://www.microsoft.com/office/showcase/default.mspx

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Improving Planning with Better AnalyticsBudgeting Planning and Forecasting

Forecasting and budgeting managed separately, not linkedExpensive and time-consuming processes for budgeting and reportingDisconnected spreadsheets lead to multiple versions of the truth

Automated population of budget to actual reportsAuditability and control for all business process dataRolling forecasts replace annual static budgeting processes

Closed loop planning, budgeting, and forecasting improves decision-making and organizational agilityLine-of-business accountability—focus on business drivers and value creationMore accurate and efficient budgeting and planning processes

Situation Solution Benefits

Demo

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Improving ProfitabilitySales and Marketing ROI

Difficult to consolidate and summarize customer informationLimited information sharing between sales and marketingUnable to access, manipulate, and gain timely insight from sales and marketing data

User-friendly tools and applications allow quick access to customer dataRole-specific campaign and product performance reportsScorecards with drill-down navigation for better analysis and insight

Expanding the reach of analytics to all decision makersRole-based data visibility drives informed, timely decision-makingImproved understanding of drivers for business results and customer behavior


Demo

Enhancing Financial InsightTreasury and Cash Management

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Poor visibility into financial issues and other business processesInefficient processes and inconsistent reporting across operating linesInability to quickly identify, track, and address critical issues

Single source for operating information—improved macro view Operations insight integrated into widely used productivity toolsReal-time financial reporting and analytics

Improved visibility through centralized monitoring and reportingBetter accountability through issue assignment and notificationOptimized performance with enhanced financial transparency, insight, and accuracy


Demo

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Prioritizing and Optimizing Investments Better Portfolio Management

Resources and project investments don’t align with strategic objectivesInefficient management of organizational capacity and utilizationPoor risk management

Centralized resource management (people, time, material, and finances)Easy-to-use tools for multi-dimensional portfolio analysis, prioritization, modeling, and optimizationRisk managed by establishing and weighing business drivers

Align strategic objectives and spending for projects and portfoliosEffective evaluation and prioritization of competing investmentsIntegrated decision making and execution monitored for performance


Demo

RetailStore Operations Management

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Solution

Insufficient visibility into marketing, merchandising, and operational tasks Delayed task execution and under-utilization of employee resources Poor communication and accountability between corporate offices and retail stores

Role-based dashboards and portals to provide summarized viewsEffective workload and resource allocation with real-time task trackingReal-time voice and data communication to enhance collaboration across multiple locations

Easy customization of roles-based dashboardsMore effective business reporting consolidated from multiple systemsEfficient task management at the associate level


Demo

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ManufacturingPlant Floor Visibility

Inability to adhere to manufacturing best practices due to lack of process visibility on the plant floorLack of responsiveness to customer needsProlonged decision-making cycle leading to higher production costs

Dashboards and scorecards to display KPIs and facilitate deeper analysisReal-time performance monitoring and alertsAutomated execution thorough workflow and collaboration tools

Enhanced visibility to provide quick insight, reduce defect rates, and improve operational efficiencyBetter collaborative decision-makingGreater agility to improve product offerings and meet customer needs


Demo

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Public SectorCase Management

Government agencies lack transparency and accountabilityCitizens use the wrong channels to find informationCase workers struggle to keep up with communication requirements throughout the case process

Centralized, personalized portal views improve transparency Analytical tools better align resource investments to citizen needsSingle point of integration for key information; workflow tracks case completion

Deliver an increased number of services with higher citizen satisfaction Reduce wait times, error rates, call-back rates, and management costsChange processes easily to match legislation


Demo

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Financial ServicesInsurance Claims Processing

Need to improve customer retentionChanging regulatory requirements and legislationHigh costs associated with legacy systems and information silosNeed for greater fraud detectionLabor-intensive manual processes

Performance metrics and analyticsBusiness intelligence tools for better fraud detection Automated claims handling processes across systemsIncreased collaboration throughout claims process

Improved customer service and satisfactionHigher revenue through improved cross-sellingLower costs of claims handlingBetter auditability and complianceOptimization of people, processes and technology across the claims lifecycle.


Demo

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Manufacturing Improving Visibility and Collaboration across the Supply Chain

Lack of supply chain visibility and control; difficulty identifying root causes of delaysEnd-to-end processes do not work across organizational boundariesProduct introduction delays due to poor supply chain project management

Real-time analysis of key supply chain operational dataCentralized, single location for supply chain collaborationRoll-up reporting and analysisCentralized accountability through issue assignments and notifications

Improved operational efficiencyFaster time to production with better supply chain project managementEnhanced process visibilityShortened decision-making cycle


Demo

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Professional Services Practice Management

Inability to access right informationLack of visibility into key performance metricsInability to differentiate and invest into right businesses, people and clients

Role-based reporting with drill-down capabilitiesSingle platform for reporting, monitoring, and analyzing dataDetailed KPI-based comparison of clients across practices and locations

Less administrative burden for IT Up-to date, easy to use tools for improved decision-making Stronger client relationshipsHigher employee retentionBetter reuse of intellectual assets


Demo

Drive Business Performance Scenario

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Agenda


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Customer EvidenceFortis Group improves quality and delivery of management reporting with new systemMuckleshoot Indian Casino drives better management decision-making, lower costs with reporting solutionSouth Holland District Council addresses compliance and improves its performance managementElectro Scientific Industries sees potential savings of up to $500,000 with new data reporting solutionSasfin Bank Limited improves risk analysis and efficiency with an intelligent single view of customerEvergreen Healthcare Management improves business intelligence with executive dashboardGemplus managers use timely insights to quickly adapt to market developmentsOrtho-Clinical Diagnostics to improve report integration and analysis with new business intelligence capabilities

Financial Group Improves Quality and Delivery of Management Reporting with New System

Fortis Group

Difficult for managers to access up-to-date business informationInability to analyze financial and non-financial information in a goal-orientated wayManual processes for performance reporting heavy workloads, lack of transparency, data input errors

Integrates and manages performance data from multiple business divisions and sourcesBuilt on Microsoft Office Business Scorecard Manager, Microsoft SQL Server 2005, and Microsoft Excel 2007

Flexibility to respond quickly to market trends Presentation of integrated management data across the groupEnhanced business decision makingReduced risk of data input errors

Next Steps

Casino Drives Better Management Decision Making, Lower Costs with Reporting Solution

Muckleshoot Indian Casino

Complex systems for analyzing, reporting, and sharing informationHigh degree of spreadsheet manipulation, including copying, pasting, and reformatting Manual filtering through stacks of data in search of insights

A scalable self-service reporting solution to provide managers with structured, timely, and high-quality data Built on Microsoft Office SharePoint Server 2007, Microsoft SQL Server 2005, Windows Vista Enterprise

Weekly management report reduced from 48 pages to 1 pageReduced manual report processes save 66 hours per weekGaming operations issues identified two days (66 percent) faster than before

Next Steps

http://www.muckleshootcasino.com/

http://www.resolutecorp.com/Home.aspx

Local Government Addresses Compliance and Improves Its Performance Management

South Holland District Council (SHDC)

Compliance with new government-mandated regulations for performance reportingInefficient, time-consuming processes for data collection and analysisDeteriorating data quality during manual procedures Reactive rather than proactive issues management

Business intelligence and enterprise content management to facilitate and accelerate data collection, analysis, and report creationBuilt with Microsoft Office 2007 (includingExcel 2007 and InfoPath 2007) andMicrosoft Office SharePoint Server 2007

Better manage employee absences and be able to react in a timely manner.Deliver better efficiency and cost savings.Increase citizens’ satisfaction by providing better quality services.

Next Steps

http://www.sholland.gov.uk/

Manufacturer Sees Potential Savings of Up to $500,000 with New Data Reporting Solution

Electro Scientific Industries (ESI)

Three different systems for tracking and reporting data Difficult to assess the total amount billed for individual projectsPoor information flow throughout the company

A business data dashboard to connect data sources and a centralized repository for all reporting elements.Built on Microsoft SQL Server 2005, MicrosoftOffice SharePoint Server 2007, and Excel Services

Potential savings of U.S.$500,000 from bypassing the SAP business warehouse add-on module.75 percent reduction in development and deployment time (three months versus a year).Better employee access to accurate information.

Next Steps

http://www.esi.com/

http://www.sftsrc.com/default.aspx

Bank Improves Risk Analysis and Efficiency With an Intelligent Single View of Customer

Sasfin Bank Limited

Siloed approach to customer information Management -- no single view of the customerSeparate transaction processing systems for different business unitsDelays in lead generation, limited cross-selling, and slow credit processing

A business intelligence and enterprise content management solution to create a single view of the customer Build on Microsoft Office 2007, Office SharePoint Server 2007, Office InfoPath 2007, SQL Server 2005, BizTalk Server 2006, Microsoft Dynamics CRM 3.0

Customer data availability increased by 80 percent Improved quality of business decisionsFewer errors in the credit data system and compliance reportsTime to create compliance reports decreased by 10 business days (20%)

Next Steps

Headline Healthcare Provider Improves Business Intelligence with Executive Dashboard

Evergreen Healthcare Management

Legacy system generated census reports compiled from disparate systems Too much time spent producing reports instead of delivering care to residentsFixed revenue necessitated better cost management

A business-intelligence solution that will reduce the time spent gathering daily census information from four hours to about 30 seconds per employee. Built on Microsoft Office 2007, Office SharePoint Server 2007, SQL Server 2005

Daily executive time for financial reporting reduced by 98-percent, for an annual labor cost savings of U.S.$350,000. Financial data provided on a daily basis. Labor-tracking dashboard will allow employees to spend more time with patients.

Next Steps

http://www.evergreenhealthcare.com/

http://www.centerlogic.com/

Timely Insights Enable Gemplus Managers to Quickly Adapt to Market Developments

Gemplus

Reports not distributed to management on a timely basisManagement reports available only in hard copyCost pressures due to increased number of competitors

Secure, browser-based, personalized dashboards provide managers with near real-time visibility to financial and sales dataBuilt on Microsoft Office 2007 and Microsoft Office PerformancePoint Server

Real-time, consolidated, annotated information improves management decision-making Provides managers with an intuitive and easy way to directly access key data Reporting cycle reduced by 50% from ten to five days

Next Steps

http://gemplus.fr/

http://www.gemplus.com/

http://www.gemplus.com/

Headline diagnostics firm to improve report integration and analysis with new business intelligence capabilities

Ortho-Clinical Diagnostics (OCD) a Johnson & Johnson Company

Unintuitive and difficult to use business intelligence systemToo much time spent producing reports instead of generating salesLack of flexibility to produce customized reports

Solution to bring together business intelligence tools with enterprise content management capabilities in a seamless user experienceBuilt on Microsoft Office 2007, Office SharePoint Server 2007, SQL Server 2005

Greater insight into financial trends with dynamic charting and analysis tools in a familiar, intuitive format Tools to simplify organization-wide business and sales report generation Significantly reduced operating and long-term licensing costs

Next Steps

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Learn more about relevant performance management scenarios through the Solution Showcase offeringsDevelop insights through a strategy/solution briefing to identify key business needsWork with a Microsoft Certified Partner to scope performance management needs and requirements

Next Steps

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© 2007 Microsoft Corporation. All rights reserved. Microsoft, Excel, PerformancePoint, ProClarity, SharePoint, and Windows Server 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.

Appendix

Simplify how people work

together

Reduce IT costs and

improve security

Help protect and manage

content

Find information and improve

business insight

A New World of WorkTrends Role of

Software

Cost pressure

Always on, always

connected

Transparent organization

One world of business

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Performance Management TodayResults from Consultant Surveys“Companies in the top quartile in terms of their BPM practices … generate 2.4 times the three-year total shareholder return of the typical company in their industry”Hackett Group, reported in Business Performance Management Magazine, February 2007

50% of large companies “believe that a gap exists between their company's ability to formulate and communicate sound strategies and its success at implementing them.”OnPoint Consulting, reported in Business Finance Magazine, November 2006

“Nearly 60% [of CIOs] say they'll provide BI tools to more than a quarter of employees within two years.”InformationWeek, March 2007

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End-to-End Performance ManagementPeople, processes, and technology drive business performance

People

Processes & Methodologie

s

Technology

Organization-wide access to relevant business information (no IT filter)Easy-to-use intelligence tools for all levels and rolesRole-based delivery of performance-related information

Scorecards, dashboards, and strategy maps that identify business driversStandardized KPIs to align with business goals and initiativesRedesigned business processes to affect business driversAutomated workflow for simpler consolidation and reporting

Data integration to combine information from existing systemsData consistency, security, and integrityServer-based views to allow collaboration and consistency – single version of the truth

Incr

easi

ng V

alue

Microsoft BI and Performance ManagementAn end-to-end integrated offering


Performance Management

Office SharePoint® Server 2007

ProClarity®

Analytics

PerformancePoint Server

(includes Business Scorecard Manager)

IT User

Business User

SQL Server™ 2005

Integration Services

Office Excel 2007

Reporting

ServicesAnalysis Services

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Links to relevant customer evidence available at http://www.microsoft.com/casestudies/

Financial ServicesPLICO (June 2007)Fortis Group (April 2007)Sasfin Bank Limited (Feb. 2007)LendingTree, LLC (Dec. 2006)

ManufacturingEnergizer (Sept. 2007)Oticon (Aug. 2007)Electro Scientific Industries (ESI) (Jan. 2007)

Healthcare and Life SciencesCalypso Healthcare Solutions (April 2007)Evergreen Healthcare Management, LLC (Nov. 2006)Novartis (Nov. 2006)Ortho-Clinical Diagnostics (OCD) (Sept. 2006)

Public SectorMinistry of Agriculture, France (May 2007)South Holland District Council (SHDC) (March 2007)South East Water Limited (Jan. 2007)

Professional ServicesGetronics (May 2007)Gemplus (Nov. 2006)

OtherSkanska (Construction – Sept. 2007)GrainCorp (Agriculture - June 2007)Muckleshoot Indian Casino (Retail and Hospitality - Feb. 2007)MTV Networks International (MTV) (Media and Entertainment - Feb. 2007)

Customer Evidence

http://www.microsoft.com/casestudies/

http://www.microsoft.com/casestudies/casestudy.aspx?casestudyid=4000000164




















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