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Helping Companies Learn From the Past, Manage the Present and Shape the Future
Microsoft Business IntelligenceToo Good to be True?
Agenda
• Introductions• Senturus Overview• Key Goals and Success Factors for Business
Intelligence• Comparison of Microsoft BI with traditional BI leaders• Assessment of Microsoft Business Intelligence across
Key Factors• Customer Case Study: Jamba Juice Company• Functionality Tour of Microsoft Business Intelligence• Q&A
Introductions
• Senturus, Inc– Greg Herrera, Co-Founder and CEO
• Phone: 650-578-8876• Email: gherrera[at]senturus.com
– John Peterson, Co-Founder, Chairman & COO• Phone: 650-347-4043• Email: jpeterson[at]senturus.com
• Jamba Juice Company– David Buckey
Senturus• Founded in December 2000
• Consulting firm specializing in business intelligence and corporate performance management, allowing our clients to enhance their strategic decision making and improve performance.
• Senturus helps clients dramatically improve their ability to plan, monitor and analyze the direction of their business.
• Ranked in San Francisco Business Times “Fast 100” list of the fastest growing private companies in the Bay Area for 4 years running.
• Experience: 300+ clients in a range of industries and geographies.
• Senturus combines top notch business and technical expertise with professional project management to provide a trusted-advisor relationship with our clients.
Sample Senturus Clients AAA of Southern California ACH Food Companies Advent Software Affymetrix Alfred Publishing American Express Amylin Pharmaceuticals Amyris Ariat International Arizona Health Care CCS Argonaut Group Avista Corp Bally Technologies Bio-Rad Laboratories Blackhawk Networks Central Garden & Pet Chiron Clark County, Nevada Clearwire Communications CRC Health Group DHL Diamond Foods Dole Fresh Vegetables EPRI Fairfield Residential Fremont Bank
Genentech Genesys Labs Ghirardelli Chocolate Company Gottschalk’s Harland Financial Hines Horticulture Image Entertainment Invitrogen Irwin Home Equity Jamba Juice Kelly-Moore Paints Key Curriculum Press Korbel Lawrence Berkeley Nat’l Lab Leapfrog Enterprises LECG Linden Lab McGrath Rent Corp National Semiconductor Netgear Network Appliance newScale NUMMI O’Neill Wetsuits Peet’s Coffee & Tea PG&E Rambus
River Ranch Fresh Foods Royal Window Coverings Russell Financial Santa Clara County Sephora USA Shutterfly Silicon Image Silicon Storage Stratex Networks Stryker Endoscopy Symyx Technologies Synplicity Sutter Home Winery Table Mountain Casino Tellabs Trimble Navigation Trinchero Family Estates TriNet Verity, Inc Vision Service Plan Wells Fargo Western Nevada Supply United States Air Force Zoran
KEY GOALS AND SUCCESS FACTORS FOR BUSINESS INTELLIGENCE
Context
Key Goals for Business Intelligence Solutions
1. Improve Decision-making The overwhelming value and business
impact of BI comes from the decisions that it informs.
2. Improve decision-making at an optimal cost Companies without a BI solution are
spending massively on BI, they frequently don’t know it.
Key Success Factor #1 - High Rates of User Adoption
The Tickets to High User Adoption
Provide information that is:
1. Relevant
2. Accurate
3. Timely
4. Drillable
5. Well-understood
6. Available via self-service
7. In a familiar interface
Key Success Factor #2 – A BI Foundation that is Adaptive and Resilient to Change
ERP Data
Labor Data
Other Sources
Planning Data
Sour
ce S
yste
ms
of R
ecor
d
Automated tools and processes that integrate and transform the complex data into a simpler, business-related structure for easier understanding and reporting.
Data store that is structured the way people look at their business and optimized for reporting and analysis.
Software tools and processes that securely distribute information in ways that are appropriate to people’s needs and that allow self-service exploration.
Decision-makers
Single Version of the Truth
BI Foundation – Software Components
ERP Data
Labor Data
Dat
a In
tegr
atio
n
ConformingData Marts &
Aggregate Data
StandardReports
Web
Por
tal
Other SourcesInformation Security
Data Warehouse
Dat
a Ab
stra
ctio
n M
odel
(Tr
ansl
atio
n to
bus
ines
s te
rms)
Ad h
oc
Que
ryin
gPlanning Data
Slic
ing
&
Dic
ing
Das
hboa
rd
Auth
orin
gRe
port
Au
thor
ing
Dashboards/Scorecards
Sour
ce S
yste
ms
of R
ecor
d
Thre
shol
dAl
ertin
g
Self-service Reporting& Analysis
Single Version of the Truth
Threshold-basedAlerts
MICROSOFT BI WITH TRADITIONAL BI LEADERS
Comparison
Vendor Comparison – BI OfferingsComponent Microsoft Cognos Business Objects Oracle
Data Integration SQL Server Integration Services (SSIS)
Data Manager Business Objects Data Integrator
Warehouse Builder (OWB)
Data Aggregation (OLAP)
SQL Server Analysis Services (SSAS)
Powerplay Transformer
Aggregate tables or 3rd party (e.g. SSAS)
Essbase, OLAP Option in DBMS
Data Abstraction Modeling
SSAS Designer, Model Designer (limited to Report Builder)
Framework Manager, Transformer
Universe Designer BI Server Modeler, Essbase Modeler
Report Authoring SQL Server Reporting Services (SSRS), Excel2007
Report Studio Crystal, WebIntelligence
BI Publisher, Financial Rpting
Analysis Tool PerformancePoint Analytics (ProClarity), Excel 2007 PivotTables (external data)
Analysis Studio, Powerplay Web
WebIntelligence, Voyager
BI Answers,Essbase
Ad hocQuery/Report
Report Builder,PPS Analytics, MS Query
Query Studio,Analysis Studio
WebIntelligence BI Answers
Dashboard Authoring
PerformancePointDashboard Designer,Sharepoint Excel Services
Report Studio,Metrics Studio
Xcelsius,Dashboard Builder
BI Interactive Dashboards
Scorecard Authoring
PerformancePointDashboard Designer
Metrics Studio Xcelsius,Dashboard Builder
BI Interactive Dashboards
Portal Sharepoint Cognos Connection
Business Objects Enterprise Portal
BI Portal
MICROSOFT BI BUNDLING AND PRICING
Perception Management
Microsoft BI Bundling and PricingComponent Microsoft Bundling and Price *
Data Integration SQL Server Integration Services (SSIS)
SSIS is bundled with SQL Server license at no extra charge.
Data Aggregation (OLAP)
SQL Server Analysis Services (SSAS)
SSAS is bundled with SQL Server license at no extra charge.
Data Abstraction Modeling
SSAS Designer, SSRS Model Designer
SSAS Designer and SSRS Model Designer are bundled with SQL Server license at no extra charge.
Report Authoring SSRS, Excel 2007 SSRS is bundled with SQL Server license at no extra charge. Excel report authors already have Excel.
Analysis Tool PerfPoint Analytics (ProClarity), Excel 2007 Pivot Tables
PerformancePoint Analytics (ProClarity) is bundled with Sharepoint Enterprise at no extra charge.
Ad hocQuery/Report
Report Builder,PP Analytics, MS Query
Report Builder is bundled with SQL Server license at no extra charge.PerformancePoint Analytics (ProClarity) is bundled with Sharepoint Enterprise at no extra charge.
Dashboard Authoring
PerformancePointDashboard Designer,Sharepoint Excel Services
PerformancePoint Dashboard Designer and Sharepoint Excel Services are both bundled with Sharepoint Enterprise at no extra charge.
Scorecard Authoring
PerformancePointDashboard Designer
PerformancePoint Dashboard Designer is bundled with Sharepoint Enterprise at no extra charge.
Portal Sharepoint Microsoft Office Sharepoint Server 2007
* Microsoft BI Bundling and Pricing –What you should know
• BI workloads often require dedicated servers• If you split the SQL Server database, SSAS
and SSRS across three separate computer servers you need a SQL Server server license on all three machines.
SQLSSASSSRS
SQL SSAS SSRS
Licensing Servers with running components. In Scenario 1, a SQL Server is running with all of its components in one server: only one server license is required. In Scenario 2, the database is running in one server, analysis services in a second one, and reporting services in a third one. In this case, three server licenses are required.
Microsoft BI Bundling and Pricing – List PricesLicensed Product List Price Included at no extra charge
SQL Server 2008 - Standard $885 per server license + $162/CAL-Or –-$5,999 per processor (unlimited users)
• Integration Services (SSIS)• Analysis Services (SSAS)• Reporting Services (SSRS)
SQL Server 2008 -Enterprise
$8,487 per server license + $162/CAL-Or –-$24,999 per processor (unlimited users)
•SSIS Enterprise•SSAS Enterprise•SSRS Enterprise•Data Mining
Microsoft Office SharepointServer 2007 - Enterprise
$4,424 server fee +$169/CAL-Or –$75 per CAL if you already have Sharepoint Standard
•PerformancePoint Services•Dashboard Designer•Analytics•ProClarity
•Sharepoint Excel Services
http://www.microsoft.com/sqlserver/2008/en/us/editions-compare.aspx
Price Comparisons – Component by ComponentComponent Price Range - Microsoft Price Range – Traditional BI Vendors
Data Integration $0 or $885 for server license (Std)$0 or $8,487 if Enterprise
$50,000 - $100,000 per server + $10,000 per developer. (Oracle bundles with database)
Data Aggregation (OLAP)
$0 or $885 for server (Std)$0 or $8,487 if Enterprise
$12,000 per developer
Data Abstraction Modeling
$0 (Included with SSRS and SSAS)(Note: Higher labor costs)
$12,000 per developer
Report Authoring $0 or $885 per server Standard$0 or $8,487 if Enterprise
$2,500 per developer
Analysis Tool $75 to $169 per user $1,500 per user
Ad hocQuery/Report
$75 to $169 per user $1,500 per user
Dashboard Authoring
$75 to $169 per user $1,500 per user
Scorecard Authoring
$75 to $169 per user $1,500 per user
Portal $94 per user $800 per user
Reasonable Rule of Thumb: 1 year of Annual Support fees from Traditional BI Vendors is roughly same cost as Microsoft BI product licenses themselves.
Microsoft BI Bundling and Pricing –Netting it Out
• In some cases, Microsoft BI Components are included at no extra charge with product licenses you already own.
• In the cases where more licensing is required, the end result is Microsoft BI still costs 80-90% less than the competition.
MICROSOFT BI ACROSS KEY FACTORS
Assessment
Assessment of Microsoft Business Intelligence across Key Factors – User Adoption
Key Success Factor Assessment
Information is Relevant Microsoft on par. This factor is addressed by staffing BI projects with business people who understand technology.
Information is Accurate Microsoft on par. Software is rarely the cause of inaccurate data. Mostly human issue of validation and data architecture.
Information is Timely Microsoft on par. Aggregation functionality provides good response times. Integration services can handle large loads.
Information is Drillable Business people and data architecture important again here. Microsoft technology is adequate.
Information is Well-understood
Again, data architecture is key. Microsoft technology is on par and perhaps gaining via Sharepoint integration.
Self-service Microsoft behind. Metadata must be hand-crafted. Plus is that the self-service tools are familiar.
Familiar Interface Microsoft above par. Excel is the tool no one resists learning. Has been #1 preferred BI front-end for over a decade.
Assessment of Microsoft BI across Key Factors – Cost Optimization
• Microsoft BI software stack enables industry-proven business intelligence infrastructure that is adaptive and resilient to change.
• Microsoft BI software cost is significantly less thancompetitors’.
• People drive the value. Microsoft enables much wider user-adoption. The more people making informed decisions the more value returned.
• Invest the cost savings and additional value in an experienced team to set the right business foundation and architecture.
JAMBA JUICE COMPANY –DAVID BUCKEY
Customer Case Study
Jamba Juice Company
• Owns and operates Jamba Juice® Stores• Jamba Juice is a leading provider of better-
for-you food and beverage offerings• Founded in 1990, Jamba strives to inspire
and simplify healthy living for its customers and employees
• 732 Jamba Juice® stores, of which 499 are company-owned and operated
• Zagat’s 2009 Fast-food Survey has Jamba:– #1 healthy option in Quick Refreshment Category– Top 5 most popular Quick Refreshment chains
Business Challenges Addressed
• Store Operations– Communication challenges– Inefficient, manual processes– Lack of workflow– Store programs not coordinated
• Performance Management– Store managers spending time manually compiling
reports for review by upper management– Metrics had discrepancies between stores and
corporate
Solution Phase I: JambaNet
• Implemented an internal portal to all stores using Microsoft Office Sharepoint Server 2007
• Portal provides infrastructure for:– Communications between stores and corporate– Company directory– Centralized access to other sites and applications– Workflow (e.g., Catering process, employee time
off)– Customer relationship management– Central calendar to enable coordinated program
roll-outs
Solution Ph II: Business Intelligence
• Microsoft Business Intelligence leverages the Sharepoint infrastructure– Store-level Dashboards, Scorecards, Analytical
tools and Reports– At any given time, store managers can view the
health of their stores • Enables dramatic, low-cost increase in
distribution of business insight– Before: Handful of BI users saw KPIs– After: Thousands of BI users see their own
specific KPIs
Component ProductData Management Microsoft SQL ServerData Integration SQL Server Integration Services (SSIS)Analysis Engine SQL Server Analysis Services (SSAS)Reporting SQL Server Reporting Services (SSRS)Portal Microsoft Office Sharepoint Services (MOSS)Front-end for:
•Analysis•Scorecards•Dashboards•Reports
PerformancePoint Services (Included in Sharepoint Enterprise)
BI at Jamba Juice
MICROSOFT BI FUNCTIONALITY TOUR
Capabilities Evaluation
Sharepoint Screenshot
Corporate Scorecard Screenshot
Interactive Charts with Drill-up and Drill-down Screenshot
Enriched Visualizations - Chart
• Richer end user experience with new visualization engine• Chart Examples
Reporting Services 2008Extensive Report Authoring
Enriched Visualizations - Gauge
Reporting Services 2008Extensive Report Authoring
Enriched Visualization
• Map Examples
Reporting Services 2008
Excel 2007 PivotTable
Familiar Tools: Report Development in Excel with Excel Services
1. A workbook author, often a business analyst, uses Office Excel 2007 to create the Excel workbook, optionally specify named items for viewing, and optionally define parameters.
2. The workbook author saves the workbook to a document library in Excel Services, where it is managed and secured by a SharePoint administrator.
3. The workbook author and other users can create reports, Web Part Pages, and Business Intelligence dashboards that use the workbook.
4. Many business users can access the workbook by viewing it in a browser, and even refresh the data if the workbook is connected to an external data source. (The data is Read-only.)
5. With appropriate permission, business users can copy the current state of the workbook and any interactions made during the current session, such as sorting and filtering, to a client computer for further analysis either as an Excel workbook or a snapshot.
SUMMARY AND NEXT STEPSConclusion
Summary and Next Steps
• Value proposition of Microsoft Business Intelligence is substantial and true.
• Microsoft BI should be on the short-list for all green-field and migration opportunities.
• Organizations currently paying high software-maintenance “taxes” can potentially fund the switching-costs with maintenance fee savings. (Not feasible in all cases, but worth evaluating.)
• Engage Senturus in a no-charge BI Feasibility Assessment. Call 888-601-6010 Ext 1 or email sales[at]senturus.com.
Q & A
Excel Print / PDF
Outlook Business Contact Manager
Excel / MSQuery external data – Access / Flat Files / SQL Server / OLAP
Excel PivotTable / Chart
PowerPoint
Excel List Table / Conditional Formatting / Data Bars / Color Scales / Icon Sets
Excel Data Mining
Visio PivotDiagram
Excel What -If
•Excel 2007
•Outlook 2007
•PowerPoint 2007
•Visio 2007
REPORTING ANALYSIS MEASUREMENT PLANNINGDesktop Applications
•SharePoint Server 2007 (MOSS)
•PerformancePoint Server 2007
SharePoint Excel Services
SharePoint Report Center / Key Performance Indicators / Dashboards
Analytical Chard / Grid Scorecard Designer
•Office Live Office OnLine – Office.Microsoft.com
•MapPoint 2006
•Win Mobile 6.0
•SQL Server 2008
MapPoint / Web Services Virtual Earth
Office Mobile Excel / PowerPoint - SmartPhone
Integration Services ETL / Data Mining
Reporting Services Analysis Services OLAP / Key Performance Indicators
Server Applications
Extensive Report Authoring
Introduction of new data region structure; Tablix Powerful visualizations with new charts and gauges Rich-Text Support
Enables text-centric document scenarios Allows for mixed formatting in textboxes at design time Supports more efficient creation of legal documents, purchase
orders, and mailing labels New Report Designer
Data pane (previously just fields) Improved dialogs Snap to lines Grouping pane
Leverage rich visualizations and unique, flexible design capabilities to accommodate any reporting need
Reporting Services 2008
Extensive Report Authoring
What is Tablix? The best of Table merged with the best of Matrix Allows for fixed and dynamic columns and rows Enables Arbitrary nesting on each axis Enables multiple parallel row/column members
at each level Introduces optional omission of row/column
headers
Reporting Services 2008
2001 2002 Total1,115 1,331 2,446
152 642 79411,156 13,312 24,4681,523 6,421 7,944
13,946 21,706 35,653
Retail AcmeNadir, Inc.
Wholesale ABC Corp.XYZ, Ltd.
Grand Total
CustomerRetail
AcmeNadir, Inc.
WholesaleABC Corp.XYZ, Ltd.
Grand Total
Growth
19%322%
19%322%56%
Tabl ixe + Matr
Reporting Services 2008Extensive Report Authoring
SSIS Control Flow Screenshot
Interactive Charts with Drill-up and Drill-down Screenshot II