business intelligence, portals, dashboards and operational matrix with sharepoint 2010

Business Intelligence

Portals, Dashboards, and

Operational Matrix

SharePoint 2010

Current State of BI1

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Challenges – The Opportunity of Growth

Trends That Drive BI

The Vision

Role of SharePoint in BI

Our Concepts – Screenshots of our Work

What’s Next? - Reference Roadmap

Agenda


Real Time AnalysisProvide up-to-date and live information that will enhance decision

making process

Improved Data

Quality

Keep track of data variances and ensure that there is no chance for

misinformation with drill down capabilities

Improved Customer

Satisfaction

Provide greater service to your customers and improve your resource

management to address high priority requirements

Better Financial

Structure

Manage your costs and investments better with greater understanding

of requirements and needs


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The Vision




Agenda

Challenges – The Opportunity of Growth2

The Business Initiatives

The lack of a proper strategy between business requirements and infrastructure capabilities often

leads to value and credibility of information being questioned.

Data structure, design, and business process requirements are rarely considered when setting up

Business Intelligence initiatives – tools and applications can only be an enabler and never the process.

Cross Organizational Collaboration

The ability to put in place a cross organizational collaboration structure that can leverage

information across the enterprise.

BI initiatives for collaboration is not restricted to just departments in the organization but also caters

to knowledge regarding customers, competition, market conditions, vendors, partners, products,

and employees at all levels.

Data Source Integration

Often Business Intelligence initiatives are driven by business requirements that pulls data from

disparate sources with no opportunity for consolidation.

Data merging and standardization is a process in itself that requires strategic and technological

evaluation to ensure that the sources are scrutinized for identifying information needs.

End User Acceptance

End user requirements are continually being ignored – providing a lack of clarity of what information

the end users generally utilize and the value it adds.

Information has to be presented in a relevant and contextual manner that the end user or

knowledge worker can absorb into the decision making process. The scope of BI has evolved from just

an analyst seeking information to more end user related relevance.

Data Availability

Metadata management is a high priority for ensuring that users, knowledge workers, and decision

makers can access the right information in the right context. Ability to relay the information is of the

utmost importance.

Mobile connectivity for services and real-time analysis from varied locations is another challenge

that organizations face for providing critical decision making support.

Attempting to provide information to various end users requires extensive inputs from a security

standpoint (visibility), ability to drill down data, who validates the data and what influences the

decision, etc.


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The Vision




Agenda

Trends That Drive BI3

There is a need for organizations to develop strategy driven analytics that can factor in the

goals, initiatives, plans, forecasts, risks, performance, control and optimization with the

transactional processes in various systems like ERP, CRM and SCM.

Strategy

Driven

Execution

Complex event processing and predictive analysis are driving the value of information that

can be used to predict future outcomes with real time analysis. This is extremely important to

reduce the latency between an event and the decision point.

Predictive

& Real Time

Analysis

The need for BI to drive a process based framework encompassing performance, risk and

compliance management at an enterprise level that drives effective organizational governance.

Process

Framework

Organizations are constrained by enterprise systems that limits the extent of information

sharing. Social BI allows users to create and share information through applications that

embrace sharing with non technical capabilities and functionalities (blogs, wikis, user rating, etc).

Social BI

Collaborative BI supports enhanced decision making where the social media capabilities are

harnessed and applied to business analytics to enhance the decision making process. The

Collaborative Decision Making capability is set to grow by around 15 pc ($US 760 million).

Collaborative

Decision

Making

More than 80pc of data collected by organizations have a spatial element involved which

drives the need for the capability to map, visualize and understand geographical

representation while handling BI.

Location

Intelligence

Modern BI systems are required to be able to dissect data and report on social media

information to establish a greater understanding of target market needs, consumer

requirements and behavioral patterns towards the organization and its competitors.

Social Media

Analytics

More business users are able to make better data based decisions in a shorter amount of time

with applications that allows users to build reports and analyze them independently. Self

service BI generates greater end user adoption and reduces IT involvement to a large extent.

Self Service

BI

Business users and organizations are looking to leverage an unified Information Platform that

will cater to Data Quality, Data Integration and Virtualization for both structured and

unstructured data.

Master Data

Management

Mobile BI capabilities for devices like iPad, Blackberry, and Android provides executives access

to information and allows for faster, critical decision making processes. This leads to

pervasive BI deployments with increased productivity and a greater competitive advantage.

Mobile BI

Organizations are identifying the need to ensure that BI deployments go beyond the technology

requirements and create an environment of cultural transformation to meet the notion of

Intelligent Business driven by BI enhancements.

People,

Process &

Technology

With increased user adoption, executives are feeling the need to ensure that data

interpretations are more accurate, with quick and simple graphics that can aid in intelligent

decision making instead of having to go through lots of raw data.

Improved

Visualization

“ The business environment has driven organizations to view BI as more

than technology with strategy, end user adoption, collaboration, real-time

predictions, pervasive deployments and mobile adoptions that allows for

intelligent business decision making processes while keeping cost and IT

expertise at the forefront.”

More organizations are looking at “BI in the Cloud” options that allows them to access IT

expertise, improved analytics and reporting and use more extensive BI technologies with

out having to worry about cost and expenditure.

BI in the

Cloud

Moving from the traditional outlook of treating an enterprise as a customer, niche out-of-the-

box solutions are being developed for the end user to adapt to their business processes. This is

especially common for organizations who do not have core IT expertise and time constraints.

Audience

Specific BI


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The Vision




Agenda

The Vision4

Group Based Business Intelligence

Drives the information that aids in collaboration and decision making process between individuals and teams who work towards achieving a particular goal or objective.

Organizational Business Intelligence

Takes in to consideration the information that is driven by a set of tools and applications that helps individuals align their data and activities with the overall company goals, objectives, and strategy in mind.

Self-Service Business Intelligence

Information that is driven by individual needs and delivered to people when requested in a particular format with the complexity of IT involvement at its minimum.

Mobile BI

Real Time Data

Digital Dashboards

People & Content Search

Governance

Mobile BI

Social Tools

Content Management

Rating

Collaboration

Blogs & Wikis

Industry & News Feeds

SecurityBusiness Applications

Business Critical Applications and

Databases

Back End Systems/LOB’s

Internet


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The Vision




Agenda

Role of SharePoint in BI5

Key Areas of Business Intelligence

SharePoint 2010 for Business Intelligence

Back End BI Platforms

Self Service Business Intelligence Group Based Business Intelligence Organizational Business Intelligence

Visio & Visio Services

Excel and PowerPivot for Excel Excel Services PerformancePoint Services

Report Builder 3.0 Reporting Services

Business

Applications

Records Mgmt

& Retention

Report

ManagementCollaboration

Tools

Reporting

DashboardsSocial Tools Content, Data &

Access SecurityTeam Collaboration

Workspaces

Taxonomy

Management

People &

Content SearchIndustry &

News Feeds

Single Interface BI Solution

SQL Server Analysis ServicesSQL Server Integration ServicesSQL Server Reporting Services

Mainframe/ Departmental Systems

End User

End UserEnd User Project Teams

Business Units

Distributed

Teams Sales

Partners/Vendors

Operations

IT Finance

SharePoint 2010 enables users to find the information they need across unstructured information such as blogs,

wikis, presentations, and documents and structured information such as reports, spreadsheets, and analytical

systems. Knowledge workers can act on that information to increase productivity and to provide feedback that

improves underlying business processes.

Report Center - is a central location for business-intelligence-related information where users store and view reports, connect to external sources, and users can subscribe to upcoming reports and templates to report creations.

Excel Services - this allows users to share large amounts of data by publishing a workbook to the server with all information being stored on the server in one central location with the business logic not shown to other users.

Integrations to External Sources -SharePoint 2010 provides integration capabilities to other backend systems like SAP, Siebel, and others, allowing users to interact and access data through a single interface.

Key Performance Indicators (KPI) - SharePoint allows business executives to create KPI around business goals and objectives that can be tracked visually to see the progress and requirements about that KPI.

Filter Web Parts - create and utilize filters that will enable users to only view information that they are interested in. This helps in identifying information that is relevant and contextual.

Others - SharePoint 2010 also provides a host of other prominent features such as Visio Services, Power Pivot Services for Excel, Performance Point Services to Create Dashboards, and Improved SQL Server Reporting Services.

A few other prominent SharePoint features that allows users to enhance the BI functionalities are –

Dashboard Designer

Enhanced Navigation- Including Filtering and Sorting

Power Shell Scripting

Analytic Services Formatting

Improved Strategy Map Connection and Formatting

Integrated Filter Framework

Improved Visualizations

Chart Web Parts

Visio Services

Access Services

Feature Description

Tagging & RatingSharePoint 2010 provides built-in web parts and features that allows users to tag and

rate content

RSSImprovements include enhancements of RSS output from SharePoint – from an content,

format, and security standpoint

Mobile Support Includes native clients for iPhone and Blackberry

MicroBloggingLightweight conversation with community integration, comments, liking email

notifications and summaries

Activity StreamsAggregation of events from across all the SharePoint sites including community actions,

microblogging, commenting, third party status updates from Facebook, Twitter, etc.,

People, Profile & Expertise

ManagementIntegrated tightly with social networking

Connectivity Users will be able to connect and work with peers – online or offline

Rich Media Integration Out-of-the-box rich media support (beyond just having document libraries)

Metadata Management

Automatic extraction of metadata from images, configuring a folder to automatically

add tag content with a specific tag, support for folksonomies, and the addition of the

Enterprise Managed Metadata service

Feature Description

Blogs & WikisImproved with better features for content authoring, support for images, and built-in

workflows

Social Bookmarking Enables end users to bookmark and share favorite sites, pages, documents, etc.

People & Expertise Search Capture knowledge not found in documents using People & Expertise Search

Common Connector Framework for

Indexing & FederationSecurely connect out-of-the-box to content from sources across the enterprise

Scale & Performance via Improved

Topology ArchitectureMeet the scalability & performance needs of Enterprise and departments

Build Search Powered Applications Leverage publicly available query object model & web parts for extensibility

Refinement panel & Sorting Narrow down the search and navigate to the right content faster

Search in Context Field different results and refinement options based on the user profile

Social Behavior Improves Relevance Includes document ranking based on click through behavior


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The Vision




Agenda

Our Concepts – Screenshots of our Work6

A Self-

Service

Dashboard

for a project

status report

which shows

milestones,

financials,

risks, issues,

and other

information

A Sales Dashboard to Track KPIs and Reports

Search and Export Data, Reports and Information in Context

Follow Up Cost and Expenditure with Financial Dashboards

Provide Top Level Executive Dashboards for Quick Decision Making


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The Vision




Agenda

What’s Next? - Reference Roadmap7

Thank YouOptimus BT, 2550 Northwinds Parkway, Suite 140, Alpharetta GA 30009, USA Phone: (770) 569 1240 Fax: (770) 569 1242 Email: [email protected]: www.optimusbt.com

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Business Intelligence Portals, Dashboards and Operational Matrix

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business intelligence, portals, dashboards and operational matrix with sharepoint 2010

Technology

business requirements

business process requirements

business initiatives

data structure

right information

data merging

credibility of information

live information