Introduction – Introduction – Addressing Business Addressing Business ChallengesChallenges

Microsoft® Business Intelligence Microsoft® Business Intelligence SolutionsSolutions

RoadmapRoadmap

What is Business Intelligence?What is Business Intelligence?

Different Needs for Different UsersDifferent Needs for Different UsersExecutivesExecutives

Business Decision MakersBusiness Decision Makers

Information WorkersInformation Workers

Line WorkersLine Workers

AnalystsAnalysts

SummarySummary

The Problem With DataThe Problem With Data

Most companies have plenty of data, Most companies have plenty of data, but data is not informationbut data is not information

Data is often spread across multiple Data is often spread across multiple systems, stored in different formats, systems, stored in different formats, and may even be localized for different and may even be localized for different countriescountries

The first challenge is to consolidate the The first challenge is to consolidate the data so that it is consistent and data so that it is consistent and accessibleaccessible

What is Business Intelligence?What is Business Intelligence?

Once data is consolidated, it must still Once data is consolidated, it must still be turned into informationbe turned into information

People must be able to easily grasp People must be able to easily grasp what they seewhat they see

The information should support easy The information should support easy exploration so users can answer their exploration so users can answer their own questionsown questions

BI should support many different kinds BI should support many different kinds of user needsof user needs

What is Data Mining?What is Data Mining?

Data mining is a specialized branch of Data mining is a specialized branch of BI that uses statistical algorithms to BI that uses statistical algorithms to examine dataexamine data

These algorithms seek to identify trends These algorithms seek to identify trends and relationships that might otherwise and relationships that might otherwise not be apparentnot be apparent

Data mining is often used to perform Data mining is often used to perform predictive analysis (the forecasting of predictive analysis (the forecasting of future trends)future trends)

VideoVideo

Virgin Atlantic Case StudyVirgin Atlantic Case Study

The Different Users of The Different Users of Business IntelligenceBusiness Intelligence

There are many different users who can There are many different users who can benefit from business intelligencebenefit from business intelligence

Executives – Those who focus on the overall Executives – Those who focus on the overall businessbusinessBusiness Decision Makers – Usually focused Business Decision Makers – Usually focused on single areas of the business (finance, on single areas of the business (finance, HR, manufacturing, and so forth)HR, manufacturing, and so forth)Information Workers – Typically managers Information Workers – Typically managers or staff working in the back officeor staff working in the back officeLine Workers – Employees who might use BI Line Workers – Employees who might use BI without knowing itwithout knowing itAnalysts – Employees who will perform Analysts – Employees who will perform extensive data analysisextensive data analysis

Demonstration 1Demonstration 1

The Microsoft® Office Business The Microsoft® Office Business Scorecard Manager™ 2005 and how it Scorecard Manager™ 2005 and how it supports executives and business supports executives and business decision makersdecision makers

The Purpose of a Scorecard The Purpose of a Scorecard

A scorecard should give an executive a A scorecard should give an executive a visual representation of the health of an visual representation of the health of an organization in a single glanceorganization in a single glance

The scorecard is of sufficiently high The scorecard is of sufficiently high level to represent major business level to represent major business operations and their goalsoperations and their goals

The data in a scorecard should be as The data in a scorecard should be as recent as possible to make them more recent as possible to make them more actionableactionable

Benefits to the ExecutiveBenefits to the Executive

In a single glance, the executive can In a single glance, the executive can see a wide swath of the business see a wide swath of the business (finance, manufacturing, sales, (finance, manufacturing, sales, marketing, and more)marketing, and more)

Immediate value is gained without the Immediate value is gained without the need for the executive to perform need for the executive to perform analysisanalysis

Executives see not just actual values, Executives see not just actual values, but comparisons to plans or prior but comparisons to plans or prior resultsresults

The Contents of a ScorecardThe Contents of a Scorecard

Scorecards usually contain some or all Scorecards usually contain some or all of the following elements:of the following elements:

Key Performance Indicators (KPIs)Key Performance Indicators (KPIs)

KPI actual values compared to historical KPI actual values compared to historical values (for trend analysis)values (for trend analysis)

KPI actual values compared to a forecast or KPI actual values compared to a forecast or budget amountbudget amount

Rankings of different departments, Rankings of different departments, locations, products, and so forthlocations, products, and so forth

Demonstration 2 (video)Demonstration 2 (video)

Dashboards and how they support Dashboards and how they support business decision makers and business decision makers and managersmanagers

The Purpose of a DashboardThe Purpose of a Dashboard

A dashboard is designed to allow A dashboard is designed to allow decision makers to see a variety of data decision makers to see a variety of data that affects their divisions or that affects their divisions or departmentsdepartments

This data may be in the form of This data may be in the form of scorecards, charts, tables, and so forthscorecards, charts, tables, and so forth

The dashboard is generally customized The dashboard is generally customized for each userfor each user

More targeted and detailed than a More targeted and detailed than a scorecardscorecard

Benefits to Decision MakersBenefits to Decision Makers

Decision makers see a variety of Decision makers see a variety of information targeted to their information targeted to their departmentdepartment

This allows decision makers to focus only This allows decision makers to focus only on the items over which they have controlon the items over which they have control

Information is more detailed than that Information is more detailed than that of a scorecardof a scorecard

The tools in the dashboard often have The tools in the dashboard often have better analytic capabilities than a better analytic capabilities than a scorecardscorecard

The Contents of a DashboardThe Contents of a Dashboard

A Dashboard generally contains a A Dashboard generally contains a variety of different views of datavariety of different views of data

The data is generally KPIs and shows The data is generally KPIs and shows trends, breakdowns, and comparisons trends, breakdowns, and comparisons against a forecast or historical dataagainst a forecast or historical data

The dashboard often consists of charts The dashboard often consists of charts and tables, and may include scorecard and tables, and may include scorecard elements as wellelements as well

Demonstration 3Demonstration 3

Reports and how they support Reports and how they support managers and other information managers and other information workersworkers

The Purpose of ReportsThe Purpose of Reports

Reports allow a much broader audience Reports allow a much broader audience to benefit from the data in a BI solutionto benefit from the data in a BI solution

Reports may be static, requiring no Reports may be static, requiring no trainingtraining

Reports may also allow a limited amount of Reports may also allow a limited amount of interactivityinteractivity

Reports can be presented in a variety of Reports can be presented in a variety of formats, allowing for easier distributionformats, allowing for easier distribution

Benefits to the OrganizationBenefits to the Organization

BI data are available to almost all BI data are available to almost all people in an organizationpeople in an organization

Reports can be emailed, viewed over Reports can be emailed, viewed over the Web, or distributed in other ways to the Web, or distributed in other ways to a very wide audiencea very wide audience

Some analytic capabilities can be Some analytic capabilities can be provided to many usersprovided to many users

Reports can consolidate data from a Reports can consolidate data from a number of BI databasesnumber of BI databases

The Contents of ReportsThe Contents of Reports

Reports may include high level data Reports may include high level data such as KPIssuch as KPIs

More detailed information can be More detailed information can be presented, especially for specific presented, especially for specific salespeople, customers, and so onsalespeople, customers, and so on

Reports may show the details of a Reports may show the details of a single transaction, or a history of data single transaction, or a history of data over a span of timeover a span of time

VideoVideo

Application IntegrationApplication Integration

The Purpose of Custom The Purpose of Custom Application IntegrationApplication Integration

An application used by line workers may An application used by line workers may include business intelligence without include business intelligence without the worker realizing what is happeningthe worker realizing what is happening

A sales clerk may get a list of targeted A sales clerk may get a list of targeted recommendations to make based on what recommendations to make based on what the customer is buyingthe customer is buying

A loan officer may be presented with the A loan officer may be presented with the level of risk associated with granting a loan level of risk associated with granting a loan to a particular customerto a particular customer

Benefits of Custom Application Benefits of Custom Application IntegrationIntegration

Business Intelligence is pushed into Business Intelligence is pushed into every level of the organization without every level of the organization without the need for trainingthe need for training

(or even knowledge of what BI is and how (or even knowledge of what BI is and how to use it)to use it)

The analytic process can be simplified The analytic process can be simplified and tailored on a per application basisand tailored on a per application basis

Line workers gain benefits from the BI Line workers gain benefits from the BI capital of the organization as part of capital of the organization as part of doing their daily workdoing their daily work

The Contents of Custom The Contents of Custom Application IntegrationApplication Integration

Custom applications may include Custom applications may include predictive output from data mining predictive output from data mining modelsmodels

Custom applications can show history Custom applications can show history and trends for the current customer, and trends for the current customer, supplier, and so forthsupplier, and so forth

Custom applications may allow easy Custom applications may allow easy ways for users to explore the data for ways for users to explore the data for relationshipsrelationships

Demonstration 4Demonstration 4

Analytic applications open up the full Analytic applications open up the full power of BI data and allow extensive power of BI data and allow extensive data analysisdata analysis

The Purpose of Analytic The Purpose of Analytic ApplicationsApplications

Analytic applications free analysts from Analytic applications free analysts from building complex models and writing building complex models and writing complex queriescomplex queries

Analysts are free to focus on the data Analysts are free to focus on the data and discover relationships and drivers and discover relationships and drivers behind numbersbehind numbers

Rich visualizations allow much easier Rich visualizations allow much easier understanding of trends and understanding of trends and relationshipsrelationships

Benefits of Analytic Benefits of Analytic ApplicationsApplications

Data is significantly easier to analyzeData is significantly easier to analyze

Analysts can focus on analyzing the Analysts can focus on analyzing the data and not writing complex queriesdata and not writing complex queries

Reports created with analytic Reports created with analytic applications can be pushed out to the applications can be pushed out to the organization organization

Graphical tools provide users Graphical tools provide users throughout the organization with throughout the organization with powerful reports and analytic powerful reports and analytic capabilitiescapabilities

The Contents of Analytic The Contents of Analytic ApplicationsApplications

Analytic applications typically have no Analytic applications typically have no limits; analysts can see everythinglimits; analysts can see everything

Analytic applications can view and Analytic applications can view and analyze all of an organization’s data in a analyze all of an organization’s data in a number of waysnumber of ways

Analytic applications are powerful, but Analytic applications are powerful, but not as easy to use as other mechanismsnot as easy to use as other mechanisms

SummarySummary

Business Intelligence is the process of Business Intelligence is the process of consolidating disparate dataconsolidating disparate data

BI information should be easily BI information should be easily accessible and support a variety of accessible and support a variety of viewing optionsviewing options

BI should support a wide variety of BI should support a wide variety of usersusers

BI enables users to explore the data, BI enables users to explore the data, examine relationships, and moreexamine relationships, and more

BI can support data mining operationsBI can support data mining operations