selecting the right bi tool
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Selecting the Right SAP BusinessObjects BI Client Productbased on your business requirements for SAP BW CustomersIngo HilgefortDirector Solution Management
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2012 SAP AG. All rights reserved. 2
Disclaimer
This presentation outlines our general product direction and should not berelied on in making a purchase decision. This presentation is not subject toyour license agreement or any other agreement with SAP. SAP has noobligation to pursue any course of business outlined in this presentation orto develop or release any functionality mentioned in this presentation. This
presentation and SAP's strategy and possible future developments aresubject to change and may be changed by SAP at any time for any reasonwithout notice. This document is provided without a warranty of any kind,either express or implied, including but not limited to, the implied warrantiesof merchantability, fitness for a particular purpose, or non-infringement. SAPassumes no responsibility for errors or omissions in this document, except ifsuch damages were caused by SAP intentionally or grossly negligent.
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SAP BusinessObjects BI portfolio
Reporting
Monitoring
Analyze
Discover
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Reporting
SAP BusinessObjects BI portfolioReporting
Consistent layout and formatRepetitive usage
Pre designed contentStrong distribution capabilitiesFormatted & Printable reportsOperational reports
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Monitoring
SAP BusinessObjects BI portfolioMonitoring
Tracking corporate KPIsHighly visualized information
Aggregated informationReal-timeInteractiveSimpleMobile
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Analyze
SAP BusinessObjects BI portfolio Analyze
Changing viewsExchange dimensions and measures
Hierarchical reportingCreating calculationsForecasting & PlanningMulti-dimensional dataMobile
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Discover
SAP BusinessObjects BI portfolioDiscover
Business User focused Asking questions Finding answers
Read, Enrich, Manipulate, and Combine informationEasy and SimpleUncover trends, and outliers
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SAP BusinessObjects BI portfolio
Crystal ReportsWeb Intelligence
Reporting Monitoring
Analyze Discover
DashboardsDesign Studio (ZEN)Exploration Views
Analysis
Design Studio (ZEN)
ExplorerVisual Intelligence
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SAP BusinessObjects BI portfolioWho creates the content?
Reporting Monitoring Analyze Discover
IT
Business User
Crystal Reports
Web Intelligence
Design Studio
Dashboards
Exploration Views
Design Studio
Analysis Explorer
Visual Intelligence
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SAP BusinessObjects BI portfolioWho consumes the content?
Reporting Monitoring Analyze Discover
Crystal Reports
Web Intelligence
Design Studio
Design Studio
Analysis Office
Explorer
Visual Intelligence
Executive
Senior Mgmt
Business Analyst
Individual Contributor
Analysis
Analysis
Design Studio
Design Studio Explorer
Web Intelligence
Exploration Views
Design Studio
Exploration Views
Design Studio
Dashboards
Dashboards
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Guidance for SAP NetWeaver BW customers
Customers using Web Application Designer (WAD) should adopt Design Studio as theirprimary tool for creating dashboards and applications, both on the Web and on mobiledevices.Customers of SAP BusinessObjects Dashboards should continue with dashboards andleverage the upcoming HTML5 functionality for on-device dashboards. Customers usingSAP BusinessObjects Dashboards on top of SAP NetWeaver BW should strongly considerbuilding their new dashboards in Zen.
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Selecting the Right SAP BusinessObjects BI Client
based on your audience
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SAP BusinessObjects BI portfolioWho consumes the content?
Reporting Monitoring Analyze Discover
Crystal Reports
Web Intelligence
Design Studio
Design Studio
Analysis Office
Explorer
Visual Intelligence
Executive
Senior Mgmt
Business Analyst
Individual Contributor
Analysis
Analysis
Design Studio
Design Studio Explorer
Web Intelligence
Exploration Views
Design Studio
Exploration Views
Design Studio
Dashboards
Dashboards
Explorer
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Reporting (Crystal Reports & Web Intelligence)
Consume standardized reports to review operational metrics
Receive alerts from pre-built reports and leverage information for follow up
Use guided interactivity for filtering and selecting the right information
Share reports with larger audience and make use of product interoperability
Use interactive reporting capabilities to access and analyze a variety of data sources
Monitoring & Analyze (Design Studio & Analysis, edition for Microsoft Office)
Consume and interact with information using prepared workbooks
Analyze operational metrics inside the Microsoft Office environment
Follow guided analysis using pre-built BI applications
Individual Contributor
SAP BusinessObjects BI portfolioWho consumes the content?
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Monitoring and Analyze (Design Studio & Analysis)
Analyze corporate information to fulfill ad hoc requests from management
Build and share Microsoft Excel and web based BI applications for guided analysis
Use Analysis as starting point and leverage product interoperability for details
Create and edit reports without the need for IT or a report designer
Share reports with larger audience and make use of product interoperability
Business Analyst
Discover (SAP BusinessObjects Explorer & Visual Intelligence)
Answer ad-hoc questions anywhere, anytime using historic and real-time data
Search and explore information by using natural words and simple visualizations
Access large volumes of information on-premise and on device
Combine, enrich, manipulate, and merge information
SAP BusinessObjects BI portfolioWho consumes the content?
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Senior Management
Monitoring & Analyze (Analysis & Design Studio)
Analyze and review corporate KPIs and measure progress towards set goals
Share findings with upper management in form of presentations with live data
Use actual and historical data for detailed planning scenarios to enable realistic forecasting
Leverage product interoperability to share findings with other BI clients
Analyze information on the desktop , via browser , and via mobile device
Reporting (Web Intelligence)
Consume and change pre-delivered reports without the need for IT or a report designer
Use interactive reporting capabilities to access and analyze a variety of data sources
Share reports with larger audience and make use of product interoperability
SAP BusinessObjects BI portfolioWho consumes the content?
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Monitoring & Analyze (Exploration Views & Design Studio)
Track and analyze company wide metrics using real-time interactive dashboards
Leverage what-if capabilities to evaluate different planning scenarios
Provide navigation for further analysis using product interoperability
Analyze information on the desktop , via browser , and via mobile deviceExecutive
Discover (SAP BusinessObjects Explorer)
Answer ad-hoc questions anywhere, anytime using historic and real-time data
Search and explore information by using natural words and simple visualizations
Access large volumes of information on-premise and on device
SAP BusinessObjects BI portfolioWho consumes the content?
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IT
SeniorManagement
BusinessAnalyst
Individual
Contributor
Executive
Consume and interact with information using simplified BI templates
Use pre-built workbooks with guided steps
Create and customize BI applications and design guided navigations
Leverage BI applications for planning and forecasting scenarios
Leverage BI applications for planning and forecasting scenarios
User product interoperability to share results with other BI clients
Consume and interact with information using simplified BI templates
Analyze information on mobile devices
C R E A T E
C O N S U M E
SAP BusinessObjects BI portfolioWhats the role of SAP BusinessObjects Design Studio (ZEN)?
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Multidimensional data analysis withnative Microsoft Office user experience
Analyze and interact with data inMicrosoft Excel to discover, compare, and
forecast business drivers
Create live data presentations withMicrosoft PowerPoint to share businessinsights
Create predefined workbooks forsimplified data analysis
SAP BusinessObjects Analysis,edition for Microsoft Office
Senior Management Business Analyst Individual Contributor
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SAP BusinessObjects Analysis, edition for OLAP
Multidimensional data analysis within aweb-based environment
Analyze and interact with data throughdedicated web client to uncover answers
to business questions
Create workspaces for private usage orto share business insights across theenterprise
Run SAP BusinessObjects Analysis,edition for OLAP with other businessanalytic solutions integrated on the sameBI platform
Business Analyst
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Preview: SAP BusinessObjects Design Studio (ZEN) Analytical & Planning Applications
This presentation and SAPs strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided
without a warranty of any kind either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.
Rich and Intuitive design environmentfor building powerful analytical andplanning BI applications
Leverage a large set of out-of-the-box
design components and the ability tocustomize using simple scripting language
Create applications for on-premise andon-device using the latest technology, suchas HTML5 rendering
Create applications optimized for SAPNetWeaver BW and SAP HANA
IT
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SAP BusinessObjects Web Intelligence
Ad hoc interactive reporting
Access, analyze, format, and sharebusiness insights, all in one tool.
Create queries easily without the need toengage a report designer
Query on any type of data source withbuilt-in features focused on easy dataanalysis
Senior Management Business Analyst Individual Contributor
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SAP BusinessObjects Explorer
Search relevant information and directexploration of data
Answer investigative questions andobtain facts quickly
Self-service access to data without theneed for predefined report or query
Automatic generated visualizations forimmediate insight on data
Executive
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Visual Intelligence
Business Analyst
Provide flexibility and freedom tounderstand data, personalize it, andcreate beautiful content
Combine, manipulate and enrich data
to apply it to your business scenarios Self-service visualizations and analyticsto tell your story
Optimized for SAP HANA for real-timeon detailed data
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Selecting the Right SAP BusinessObjects BI Client
based on product capabilities
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Selecting the Right SAP BusinessObjects BI ClientComparing Product Capabilities
Crystal
Reports forEnterprise
WebIntelligence Dashboards
Analysis,Edition forMicrosoft
Office
Analysis,
edition forOLAP SBOP Explorer Design Studio
Highly formatted reporting
Parameterized & DynamicLayout
Self Service reporting /Free form layout
Hierarchical capabilities
Data Visualization
Product Interoperability
Guided Navigation
Mobile Reporting
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Selecting the Right SAP BusinessObjects BI ClientComparing Product Capabilities SAP Data Sources
Crystal
Reports forEnterprise
WebIntelligence
SBOPDashboards
Analysis,Edition forMicrosoft
Office
Analysis,
edition forOLAP
SBOP Explorer Design studio
SAP ECC (directly) Yes Yes Yes No No Yes * No SAP ECC via TransientProvider ECC 6 - EhP05 Yes Yes Yes Yes Yes No Yes SAP NetWeaver BW
(BI Consumer Services) Yes Yes Yes Yes Yes No Yes SAP NetWeaver BW(Relational) Yes Yes Yes No No Yes No SAP NetWeaver BWA(via SAP BEx Query) Yes Yes Yes Yes Yes Yes Yes SAP NetWeaver BWA(directly) No No No No No Yes No
SAP HANA (directly) Yes Yes Yes Yes Yes * Yes Yes Non-SAP Sources Yes Yes Yes No Yes Yes No
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SAP BusinessObjects BI 4.x & SAP NetWeaver BWHierarchical Reporting Capabilities
CrystalReports forEnterprise
WebIntelligence
Dashboards(BI4 SP04
connectivity)
Analysis,edition forMS Office
Analysis,OLAP
Edition
SAPBusinessObjectsExplorer
Support for hierarchical member selection
Support for hierarchical parameters
Support for hierarchies in charts and crosstab OnlyHierarchical
Scorecard
Support for delegated measures
Support for hierarchical report design
Switching between hierarchies on the fly
Level based member selection
Showing Leaves only / Lowest Level of thehierarchy
Expand to Level as a configuration option
Skipping Levels of a hierarchy
Ranking data along hierarchies
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Selecting the Right SAP BusinessObjects BI Client
based on your business requirements
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Selecting the Right SAP BusinessObjects BI ClientUsing Business Requirements Financial Area
What did we hear ?Use of hierarchies (cost center / profit center / company structures)Probably usage of BEx Query StructuresUsage of Microsoft Excel and browser based accessCreation of calculations on the fly
Accessing multiple sources
Middle Management
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Selecting the Right SAP BusinessObjects BI ClientComparing Product Capabilities
Crystal
Reports forEnterprise
Web
Intelligence Dashboards
Analysis,Edition for
MicrosoftOffice
Analysis,
edition forOLAP SBOP Explorer Design Studio
Usage of Hierarchies
Using BEx QueryStructures
Microsoft Excel as client
Internet Browser as client
Creating calculations
Multiple Source in onereport
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Selecting the Right SAP BusinessObjects BI ClientUsing Business Requirements Financial Area
Usage of hierarchies and structures Crystal Reports, Web Intelligence, SBOP Dashboards are able to leverage hierarchies in reports but
are lacking deep hierarchical capabilities Analysis, edition for Microsoft Office and Analysis, edition for OLAP, and Design Studio provide the
complete bandwidth of hierarchical capabilities
Creating Calculations on the fly Crystal Reports and SAP BusinessObjects Dashboard would require to change the underlying report Web Intelligence allows to create calculation but the user needs to write formulas Analysis, edition for Microsoft Office and Analysis, edition for OLAP allow to create calculations in a
very simple way without the need to create formulas
Microsoft Excel as client to access the data Live Office is able to provide the information from Crystal Reports and Web Intelligence with limited
navigation Analysis, edition for OLAP and SBOP Explorer have no live integration with Microsoft Excel Analysis, edition for Microsoft Office provides a native integration into Microsoft Excel and Microsoft
PowerPoint
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Selecting the Right SAP BusinessObjects BI ClientUsing Business Requirements Financial Area
SummaryBased on the combination of requirements from the Financial Area the recommendationwould be to use
Analysis, edition for Microsoft Office Analysis, edition for OLAP
Design Studio
Design Studio could be leverage to create a custom BI application / template for the useraudience
For less hierarchical driven reports and a more consumer (less power user) type ofaudience Web Intelligence might be an alternative
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Selecting the Right SAP BusinessObjects BI ClientUsing Business Requirements Sales Area
The Sales Manager for Canad a asked m e to create a reportfor h is s a les representat ives that wou ld a l low th em to seetheir cur ren t sa les p ip el ine . He ment ion ed that theinform at ion needs to be avai lab le in the off ice , on the road ,and on m ob ile devices .
He also s t ressed ou t that each sa les representa t ive needs tobe able to change the report as they wish so that they cansee the in fo rmat ion by opp or tun i ty, p rodu c t , week & m on th ,and o ther angles . Actu al h ierarch ies are on ly used l im ited .
For h im as Sales Manager for Canada, he m ent ioned i t w ou ld
be a great value to be ab le to run som e s imp le scenar ios tosee ho w cer ta in changes co uld im pact the p ipel ine , forexamp le a change in the p rodu c t cos t o r p r ice.
and he then also mentioned that sometimes people prefer ju s t to g et an eMail w i th a PDF f i le.
Business Analyst
Middle Management
ndividual Contributor
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Selecting the Right SAP BusinessObjects BI ClientUsing Business Requirements Sales Area
What did we hear ?The information needs to be available on-premise (in the office), offline (onthe road), and on mobile devicesUsers need the ability to change the report and change the view on thedata.
Only limited use of hierarchiesDistribution of the reports via eMail in a PDF format is also requiredFor the Sales Management some simple what-if scenarios would be a greatasset
Business Analyst
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Selecting the Right SAP BusinessObjects BI ClientComparing Product Capabilities
CrystalReports forEnterprise
Web
IntelligenceDashboards
Analysis,Edition for
MicrosoftOffice
Analysis,edition for
OLAPSBOP Explorer Design Studio
Offline Capabilities
Mobile Reporting
Distribution via eMail(Broadcasting)
Edit the report
Change the view of thedata
What-if scenarios
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Selecting the Right SAP BusinessObjects BI ClientUsing Business Requirements Sales Area
Using the information on-premise and on the road (offline) Crystal Reports and Web Intelligence provide offline capabilities out of the box For SBOP Dashboards there are partner solutions available on SAP EcoHub Analysis, edition for Microsoft Office provides limited offline capabilities
Providing mobile access to the information Crystal Reports and Web Intelligence provide mobile access for Blackberry and iPad / iPhone via Mobile
BI SAP BusinessObjects Explorer is available for the iPhone / iPad SAP BusinessObjects Dashboards is available on Flash enabled mobile devices SAP BusinessObjects Design Studio allows you to build mobile BI dashboards
Distribution via eMail Crystal Reports and Web Intelligence are integrated with the Publication capabilities from the BI Platform SBOP Dashboards, Analysis, edition for OLAP and Analysis, edition for Microsoft Office are not
integrated yet SAP BusinessObjects Explorer is always a online access
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Selecting the Right SAP BusinessObjects BI ClientUsing Business Requirements Sales Area
Changing the view on the information Crystal Reports and SBOP Dashboards only provide limited capabilities to change the report for the
consumer. Such workflows have to be considered as part of the original design already Web Intelligence, Analysis, edition for Microsoft Office and Analysis, edition for OLAP provide rich self
service functionality for the consumer SAP BusinessObjects Explorer provides such capabilities, but the consumer might be limited to the
Information Space definition SAP BusinessObjects Design Studio allows you to create BI dashboards with such functionality
What if capabilities A What if scenario is the strength of SAP BusinessObjects Dashboards Web Intelligence and Analysis, edition for Microsoft Office do offer limited capabilities in this area
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Selecting the Right SAP BusinessObjects BI ClientUsing Business Requirements Sales Area
SummaryBased on the combination of requirements from the Sales Area the recommendation wouldbe to use
Web Intelligence Interactive Analysis Desktop
Mobile BI
What if Scenarios will be created using SAP BusinessObjects Dashboards or DesignStudio
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Selecting the Right SAP BusinessObjects BI ClientUsing Business Requirements Executive Area
As Execut ive Manager in th is com pany I need cons ol idatedin fo rmat ion , wh ich p rov ides me w i th a h igh - leve l overv iew onal l cr i t ica l corpo rate KPIs . I need to be ab le to access th isinform at ion anyt ime, anywh ere.
If needed I need to be ab le to get to the roo t cause and see
the deta iled inform at ion .
I a lso can no t a lways w ai t for m y bu siness analys t o f IT tosend m e the info rm at ion wh en I ask them a ques t io n . Itwo u ld be go od to be ab le to s imp ly search fo r the answer byen ter ing m y ques t ion .
Executive
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Selecting the Right SAP BusinessObjects BI ClientUsing Business Requirements Executive Area
What did we hear ?Consume highly aggregated informationStrong data visualizations neededProvide the ability to drill down and navigate to detailed information whenneeded
Fast response timeInformation needs to be available via mobile device
Allow for search and exploration
Executive
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Selecting the Right SAP BusinessObjects BI ClientComparing Product Capabilities
CrystalReports forEnterprise
Web
IntelligenceDashboards
Analysis,Edition for
MicrosoftOffice
Analysis,edition for
OLAPSBOP Explorer Design Studio
Highly Aggregatedinformation
Strong data visualization
Drill Down / Navigate todetailed information
Mobile Reporting
Search & Exploration
This BI clients are not suitable for the intended audience.
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Selecting the Right SAP BusinessObjects BI ClientUsing Business Requirements Executive Area
Highly Aggregated Information SBOP Dashboards , SBOP Explorer, and Design Studio are capable presenting highly aggregated
information
Strong Data Visualizations SBOP Dashboards , SBOP Explorer, and Design Studio are offering strong visualization capabilities
Drill Down & Navigate to detailed information SBOP Dashboards allows to navigate to other BI clients and outside the dashboard to receive further
detailed information, as well as navigate to details in the dashboard. SBOP Explorer allows to see all the detailed information in a single view but has no capability to
navigate outside to receive further details SAP BusinessObjects Design Studio allows you define a drill down path as part of the dashboard or BI
application
Providing mobile access to the information SAP BusinessObjects Explorer is available for the iPhone / iPad SAP BusinessObjects Dashboards is available on Flash enabled mobile devices SAP BusinessObjects Design Studio is delivering a HTML5 output
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S l ti g th Right SAP B i Obj t BI Cli t
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Selecting the Right SAP BusinessObjects BI ClientDifferent Needs Require Different Experience
Phases
S e
l e c t
i n g
t h e
R i g h t
S A P B u s i n e s s
O b j e c t s
B I C l i e n
t
Auditing
Use SAP BusinessObjects Auditing totrack the BI activity
Use SAP NetWeaver BW statistics totrack the activity on BW
Leverage the information incombination with the IT and BW teamfor performance improvements
Use Case
What are the business requirements ?
What is the audience doing with theinformation ?How are they doing this today ?
How is your audience using thesoftware right now ?
Create a use case on department level,dont try to make one use case for allyour requirements
Audience
Who is your audience?
What are the skills of your audience ?
How is your audience using the software
right now ?Remember,
a business analyst in sales
might be different to
a business analyst in finance
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Your BI Strategy should start with the business requirements, not with the DWH.
Key Points to Take Home
Start by defining your requirements and your desired outcome.
Focus on the business pain points by area. One use case after the other not all in once
Understand your audience. Let them describe their workflow. Listen !
Remember Your BI Strategy starts with the business requirements.. Not with the DWH
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Thank You!
Contact information:
Ingo Hilgefort (Ingo.Hilgefort@sap.com)Twitter: ihilgefortBlog: www.mastering-sap-and-businessobjects.com
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Appendix
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Middle Management
GoalsReview and analyze regional/departmental goalsand KPIs and share findings with uppermanagement.
Analyze information to measure the progresstoward set goals and KPIs.
Fulfill executive level requests for information as
simply as possible.
TasksJointly set goals and targets on a department /line of business level and continuously monitorand review those goals and targets.
Regularly analyze operational reports andprepare analytical summaries for uppermanagement.
Leverage prebuilt reports to further analyze thedetailed information.
If needed, leverage the tools to further analyzethe information and to measure the currentagainst the agreed-upon goals.
Selecting the Right SAP BusinessObjects BI Client
Goals and Tasks Middle Management
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Executive
Goals Analyze overall companywide operational metricsand ensure that agreed-upon targets are met.
Oversee cross department / line of businessperformance and evaluate different scenarios forplanning and forecasting purposes.
Leverage the information for analyzing,
monitoring, and planning purposes tocontinuously improve company performance.
Combine the analytics with company strategiesand goals and integrate these strategies andgoals into each employees workflow and goals
TasksReview companywide metrics (including past,actual, and forecasted values), make informeddecisions, and take necessary actions.
Set goals and targets for middle managementand link them back to companywide goals andmetrics. Continuously monitor and review thosegoals and targets.
Regularly review operational KPIs and look foropportunities to improve operations and profit.
Selecting the Right SAP BusinessObjects BI Client
Goals and Tasks Executive
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Individual Contributor
GoalsReview regular sales reports and monitorindividual accounts and sales status.
Review regular account statements to controlcustomer invoices and vendor accounts.
Review actual operational measures againstgoals.
Fulfill management requests for information assimply as possible.
TasksFind a prepared report, view the information, andprint or export the information.
Receive and review alerts from prepared reportsand analytics.
Schedule prebuilt reports and review the resultinginformation.
Use predefined navigation steps and alerts toreceive needed information.
If required, provide information to the ITdepartment for additional reports and analyticsbased on the needed information
Selecting the Right SAP BusinessObjects BI Client
Goals and Tasks Information Consumer
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Business Analyst
Goals Analyze KPIs to find areas for improvement.
Create deeper analysis to find details aboutanomalies.
Leverage actual data and historical data to createdetailed planning scenarios to enable morerealistic forecasting and planning of future
company key goals.Leverage the data and tools to provide answersad-hoc to the management and leadership teamso that decisions are based on solid information.
TasksReview prepared reports for KPIs and analyze theprepared data for anomalies.
Edit existing reports and, if required, create newreports and analytics on the fly to answer relatedbusiness questions.
Share analysis and results with a larger audience
and the management/leadership team. Act as the go-to person for themanagement/leadership team by providingrequired analysis for informed decisions.
Selecting the Right SAP BusinessObjects BI Client
Goals and Tasks Business Analyst
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