Bruno Aziza

Product Manager
Office Business Applications
brunoaz@microsoft.com

Joey Fitts
BDM – SI Partners
Office Business Applications
joeyf@microsoft.com

Microsoft Business Intelligence

What is Business Intelligence
“A broad category of applications and technologies for gathering, storing, analyzing, sharing and
providing access to data to help enterprise users make better business decisions” - Gartner

Analyzing Reporting
Drill down, exception reports, root- Detailed operational data
cause analysis, multidimensional
Sharing standardized reports
analysis

Monitoring ?
Dashboards, scorecards and alerts

Planning
Create plans, models and scenarios, which are then fed back into the monitoring
layer and encoded as targets and thresholds.

“No matter where you start, you should be able to move up and down layers seamlessly without
awkward context shifts to gather insights, take action and optimize performance” - TDWI
Drive Corporate Performance
Giving a purpose to business intelligence

“You can’t manage what you

can’t measure. You can’t
measure what you can’t
describe”

Robert Kaplan and David Norton

Authors of “The Balanced Scorecard”
Customer options
Spreadmarts? IT-driven scorecards and dashboards?
Unmanaged multiple versions of the truth.
Technically sane– lack of business context.

Analysis paralysis? Misaligned business architecture

Time spent analyzing, little acting on relevant Lacks alignment of strategy to actions and results in
information. poor adoption, productivity and retention
Customer Solutions
Spreadmarts or… IT-driven scorecards or…

Managed Standardized
Few in number Context-driven
Easy to understand Predictive

Analysis paralysis or… Misaligned business architecture or…

Relevant Aligned
Owned Balanced and linked
Actionable Transformative
Microsoft Business Intelligence Vision

Microsoft Business Intelligence is a complete offering

that enables all decision makers
to drive increased business performance.

 Comprehensive and integrated BI offering

 Widespread delivery of intelligence through Microsoft Office
 Enterprise-grade and affordable
What Customers Expect From CPM
Business Decision Makers (from C-Level on down)
 Access to multiple data sources for exception reporting
 Deep analysis in context
 Integrated collaboration environment
 Alerting on changes in data

Business Analysts
 A system of record for business definitions
 Empowering KPI and scorecard designer
 Auditing, versioning, and reversion capabilities

IT Administrators
 Centrally managed, scalable BI platform
 Better partnership with business users in scorecard and
KPI authoring
Microsoft Business Intelligence

Portal
(SharePoint)
End-user
Tools End-user Analysis
(Excel)

Integrate Analyze Report

Technical
Layer
Data Warehouse

End user tools Business Intelligence Platform

 Microsoft Business Intelligence
Portal
(SharePoint)
End-user
Tools End-user Analysis
(Excel)

Business Corporate Performance Management

Layer (Business Scorecard Manager and Biz#)

Integrate Analyze Report

Technical
Layer
Data Warehouse
(SQL Server)
 Business Scorecard Manager

“The Microsoft foundation

for ubiquitous BI is now in place”.
AMR research

 Launched on 10/24/2005.
 Certified by Norton and Kaplan’s Balanced Scorecard Collaborative.
 BSM deployments cost between 20-50% the cost of the average BI
competitor deployments.
 Generally available today via your MSDN downloads.

Click here for AMR report

What is Business Scorecard Manager

Build Consume and Integrate

BSM Client
BSM Server SharePoint
Oracle Scorecards
Online/Offline
Application Dashboards
SQL SQL reports
Metadata
Server Reports
Office
Business Context analysis applications
Logic
Spreadsheets Rich filtering
Access IM, Email,
Local DBs Security Collaboration Calendar
Workflows
Unstructured XML, Excel,
Data sources
TIFF, PDF
Customer success
 Microsoft IT
Customer
Challenge
Provide alignment between
corporate goals and employees
actions through the enterprise.
Create an ownership culture by
providing visibility at the right
level and giving information
workers with the tools to drive
their business efficiently.
Drive productivity throughout
the organization and measure
corporate competitive advantage.
“Scorecarding offers true visibility into employee accountability and actions. Managers and our CIO can see problems
and successes in real-time, just as our employees can..” - Daniel Rubiolo Mendoza, Operations Manager, MSIT
Click here for case study
Customer
Solution
Results/Benefits
Enterprise BI vision
• Empower metrics owners to
 Enterprise Class software and
know and act on their business.
hardware
 Rapid Development of BI
• Simplify collaborate,
solutions
knowledge sharing and
 Ease of integration with 3rd party
resolution of business issues
tools and workflow and portals
within one application.
 Enterprise Class Toolset
 Business Scorecard Manager 2005 • Protect business owners via
 Microsoft Office 2003 enterprise-wide and flexible BI
 SQL Server Analysis Services 2005
 SQL Server Reporting Services 2005
platform.
 Microsoft SharePoint Portal Server
 Windows Server 2003
 MSIT screenshot

Internal only
 Premier Bankcard

Customer
Challenge
Provide pro-active insights to
business users so they can drive
performance efficiently through
the enterprise.
Integrate corporate
performance in the daily life of
business users so that, by
embracing scorecarding they can
drive the company’s performance.
Drive productivity throughout
the organization and measure
corporate competitive advantage.
Customer
Solution
Results/Benefits
Enterprise BI vision
• Align strategic goals with actions
 Enterprise Class software and
hardware and empower metrics owners to
 Rapid Development of BI solutions pro-actively impact their business.
 Ease of integration with 3rd party
tools and workflow and portals • Build a performance framework
which allows the employees to
Enterprise Class Toolset deliver on goals short and long
 Microsoft Office Business Scorecard term.
Manager 2005
 Microsoft SQL Server 2000 and 2005
 Microsoft Office SharePoint Portal Server
• Empower business owners
2003 through and integrated and flexible
 Microsoft Office Suite 2003 BI solution.
 Microsoft SQL Server Analysis and
Reporting Services

“This solution presents all users with one version of the truth. And what's even more important is that, with a single
version of the truth, you’ve got everyone in the organization working towards a common goal.” - Ron Van Zanten,
Business Intelligence Officer, PREMIER Bankcard

Click here for case study

 Expedia
Customer
Challenge
Focus on the right metrics for
customer satisfaction, acquisition
and retention in order to drive
corporate performance with the
right initiatives.
Empower line of business
managers to make faster
decisions by providing them with
pro-active and aligned business
insights.
Build a solution on a flexible
and scalable BI platform and
lower change management cost
and time.
We wanted the right people to see problems immediately so they could rectify them before they became a huge
liability.” Laura Gibbons, Manager/Black Belt, Customer Satisfaction & Six Sigma , Expedia, Inc
Click here for case study
Solution
Enterprise BI vision
 Enterprise Class software and
hardware
 Rapid Development of BI solutions
 Ease of integration with 3rd party
tools and workflow and portals
Enterprise Class Toolset
 Microsoft Office Business Scorecard
Manager 2005
 Microsoft SQL Server 2000 and 2005
 Microsoft Office SharePoint Portal Server
2003
 Microsoft Office Suite 2003
 Microsoft SQL Server Analysis and
Reporting Services
Customer
Results/Benefits
• Measure and improve key
strategic goals and drive cross-
company initiatives based on one
common version of the truth.
• Improve corporate agility and
competitive advantage by
providing aligned and actionable
insight to relevant decision
makers.
• Empower business owners to
take action through integrated and
powerful end-user applications.
 Skanska U.S.A.
Customer
Challenge
Need for an integrated
scorecarding application that
would address the needs of
multiple user types throughout a
very distributed environment.
Deployment required a
sophisticated yet flexible BI
solution that would adapt to
corporate business practices.
Build a solution on a reliable
and scalable BI platform while
lowering change management
cost and time.
“The challenge is that our organization is very mobile, very virtual and you never know where people are going to be
online or offline” - Allen Emerick, Director of IT, Applications and Integration, Skanska USA
Click here for case study
Customer
Solution
Results/Benefits
Enterprise BI vision • Performance management
 Enterprise Class software and became part of the company
hardware
DNA by integrating scorecards in
 Rapid Development of BI solutions
employees daily routine.
 Ease of integration with 3rd party
tools and workflow and portals • Alignment between strategic
goals and the company’s
Enterprise Class Toolset
distributed employees objectives.
 Microsoft Office Business Scorecard
Manager 2005
 Microsoft SQL Server 2000 and 2005
• Democratization of performance
 Microsoft Office SharePoint Portal Server management making insight
2003 pervasively available through
 Microsoft Office Suite 2003
office applications.
 Microsoft SQL Server Analysis and
Reporting Services
 Development Bank of Southern Africa
Customer
Challenge
Communicate corporate
strategic goals using consistent
and actionable metrics all
employees could relate to.
Drive user adoption by turning
metrics into actions and making
performance management tasks
part of their daily life.
Deploy a solution on a scalable
and reliable platform which
could support a wide array of
information analysis
requirements.
“We see our automated scorecarding solution as being a critical communication tool for our strategy. Everyone gets a
consistent view of the organization. And just as importantly, this consistent view will tie scorecarding results to relevant
documents such as policy papers or PowerPoint presentations.” Dave Evans - DBSA senior strategic planner.
Click here for case study
Click here for the video
Customer
Solution
Results/Benefits
Enterprise BI vision
 Enterprise Class software and • Performance management made
hardware
easy by aligning multiple
 Rapid Development of BI solutions workflows and information
 Ease of integration with 3rd party
tools and workflow and portals sharing initiatives into a common
set of scorecards.
Enterprise Class Toolset • Create a dynamic performance
 Microsoft Office Business Scorecard
Manager 2005 management culture whereby
 Microsoft SQL Server 2005 employees improve their business
Microsoft Office SharePoint Portal Server
 by pro-actively driving scorecards
2003
 Microsoft Office Suite 2003
results.
 Microsoft SQL Server Analysis and
Reporting Services
 Israeli Police Force

Customer
Challenge
Communicate corporate
objectives and results broadly and
consistently to employees, the
public, the media and politicians.
Turn data into actionable insights
that was aligned with the
organization’s goals and drive
efficiencies through the police.
Build on top of a solution that
officers would adopt quickly for its
user-friendliness and strong end user
applications integration.
Solution
Enterprise BI vision
 Enterprise Class software and
hardware
 Rapid Development of BI solutions
 Ease of integration with 3rd party
tools and workflow and portals
Enterprise Class Toolset
 Microsoft Office Business Scorecard
Manager 2005
 Microsoft SQL Server 2000 and 2005
 Microsoft Office SharePoint Portal Server
2003
 Microsoft Office Suite 2003
 Microsoft SQL Server Analysis and
Reporting Services
Customer
Results/Benefits
• A performance management
solution which enables employees to
measure, monitor and drive key
initiatives throughout the entire
organization.
• Pro-action, focus and ownership
driven to police units so they know
when to take action.
• Efficiencies driven thru integration
of multiple data sources into one
common framework for performance.

“We sought a powerful, yet user-friendly tool that wasn’t intimidating for our officers to use. A system that could
automatically link information from a wide range of data sources across the state. A solution that offered us all the flexibility
we needed to adapt to any changes we may need to consider in the future.” Chief Superintendent Gilboa, Israel Police.

Click here for case study

External Resources
•Intro BSM demo
•Customer Case Studies
•Customer Video
•Press Coverage
•Analyst Research
•Data Sheets
•Technical Whitepapers
•Business Whitepapers
•Deployment considerations
•Click-by-click installation guide

Business Scorecard Manager 2005 website @ http://www.microsoft.com/office/bsm

Training Kit
•Introduction
•BSM Builder Fundamentals
•BSM Builder Advanced
•Report Views
•Scorecard Views
•Deploying Scorecards to SharePoint SQL Reporting Services
•BSM Server & Security
•Extensibility
Demo
Additional slides
Scorecards
Scorecards are:
 Expression and visualization of a
strategy
 Entry point to analysis for most
business users
 Reduces the risk of providing raw
data or data in large volumes

Microsoft Scorecards are:

 Portable
 Re-usable
 Flexible, Easy to use
 Integrated
Scorecards vs. KPIs
Indicators by themselves don’t tell you how to win the race

Can you tell me if you will win the race if:

•You can tell how much gas you have?
Gas gauge

•You can tell how fast you are going?

Speedometer

•You tell how far you have to go? Mileage

counter

It’s the combination of the answers to these questions that will allow you to answer
the original question.
•The individual answers are kpis.
•The combination of the answers is the scorecard.
KPIs are everywhere…
Win by balancing perspectives and maximizing corporate impact.

Scorecards need to be:

•Easy to understand and relevant (contextual and actionable)
•Easy to communicate (portable and re-usable)
•Aligned and owned (managed and auditable)

Margins
Acquire
customers

Satisfy
Revenue
customers

Retain
customers Spend
We give customers choices
If you customer needs to ‘do email’ today, they could chose any of the following solutions

Hotmail Outlook Express Outlook Pro

Send and receive email Yes Yes Yes

Manage contacts Yes Yes Yes

Manage calendar Yes Yes Yes

activities

Does it mean, they will use Hotmail for everything? No

Does it mean you should try and ‘sell Hotmail’ for everything? Maybe – the choice depends on two things:
•what the customer needs
•what are core product strengths can best address the customer needs.
Build, Consume, Manage
If you customer needs to ‘do email’ today, they could chose any of the following solutions

BSM SPS SQL Server Excel

Build High Low Low High

Offline/Online building capability
Reusable kpi definitions
Scorecard built by business users
Ability to write back kpi definitions to SQL 2005

Consume High Medium Low High

Offline/Online end-user experience
Aligned view of business thru strategy maps
Every Kpis is owned by individual or group
Context-driven kpis, scorecards and annotations

Manage and Administrate High Low High Low

Versioning of kpi, targets, scorecards, indicators
Global audit reporting capabilities
Allow business users to revert to previous versions
Column, cell, row data and metadata value alerting
 Microsoft Business Intelligence

End user Personal

Portals Report
tools Analytics (SSRS)
(SharePoint)
(Excel)

Business Corporate Performance Management

Platform (Business Scorecard Manager)

Integrate Analyze Report

(SSIS) (SSAS) (SSRS)
Technical
Platform Data Warehouse
(SQL RDBMS)
 Pricing Info
Production Licenses
Business Scorecard Manager
2005 CAL
Business Scorecard Manager
2005 Server License
Business Scorecard Manager
2005 External Connector License
External links
BSM pricing information
Volume Licensing
Prices
$175 per device or per user
$4,999 US per server
$30,000 US per server
Comments
A CAL is required for every user or device
that accesses the server.
Each server on which Business Scorecard
Manager 2005 is deployed requires a
license
The External Connector License enables
an unlimited number of non-employees to
access Business Scorecard Manager 2005
without any technical limitations or
restrictions. This license may be obtained
for every server that provides services to
non-employees. A non-employee is a
person who is not an employee, or similar
personnel of the company or its affiliates,
not any individual to whom you provide
hosted services using the server software.