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Summit 2010 Share | Learn | Save Dr Nigel Geary, Founder & President PrecisionPoint Software.

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Presentation on theme: "Summit 2010 Share | Learn | Save Dr Nigel Geary, Founder & President PrecisionPoint Software."— Presentation transcript:

1 Summit 2010 Share | Learn | Save Dr Nigel Geary, Founder & President PrecisionPoint Software

2 Summit 2010 Share | Learn | Save Agenda Welcome Short Presentation Interactive Discussion Wrap-up

3 Summit 2010 Share | Learn | Save Goals Explore what we mean by BI Business Objectives of BI Analyze alternative approaches Architectural Alternatives Practical Approaches to achieving BI

4 Summit 2010 Share | Learn | Save Your Speakers Dr Nigel Geary Founder, PrecisionPoint Software

5 Summit 2010 Share | Learn | Save PhD in Computer Modelling (Polymers) Un BPM (mainframe) Pre-Spreadsheet Interactive Business Modelling Budgeting, Reporting, What-if? EPS (ThornEMI/Pilot) BPM & Multi-dimensional Modelling IBM Mainframes, DEC, HP Minis, PCs Budgeting, Consolidation, Forecasting 12-Dimensional Cubes (1984), SQL Integration (1986) Customers: 50% of Global 5,000 incl. IBM, DEC, HP, Microsoft SQL & Client-Server Evangelist Launched SQLBase & SQLWindows (Gupta) in UK First UK Microsoft SQL Server Partner Created first Excel/Lotus add-in for Database Access (SQL) Arbor Software (Hyperion, now Oracle Essbase) First client-server OLAP engine - category defining product Excel user interface BI for eCommerce – Microsoft, Cognos, Hyperion Essbase Head of BI for Europes largest Dynamics Partner 2002-present Founder/President of PrecisionPoint – BI for Dynamics 30 years in BI & Business Performance Management

6 Summit 2010 Share | Learn | Save BI empowers BUSINESS users to leverage data to: Make better decisions Make faster decision Be self sufficient - i.e. not rely on IT BI is not: Operational/ERP System Reporting (Real-time) Spreadsheet extracts Technology alone 6

7 Summit 2010 Share | Learn | Save BI goes beyond static reporting BI should be interactive – > report -> analyse -> action BI should be fast – new reports in minutes, not hours/days Every answer raises more questions Drill down into exceptions Slice & Dice data for better insight Speed of thought response < 1-3 Secs. 7

8 Summit 2010 Share | Learn | Save Difficult To Use Fragmented Inflexible Departmental Costly Complex / proprietary UI inhibit adoption and use Functionality split across multiple tools Rigid and unable to change with the business Narrowly deployed without a complete view High TCO for Enterprise Deployment

9 Summit 2010 Share | Learn | Save 100s of Spreadsheet or Reports – 100s of answers: Correct data? Source? All data? When? cubes – do they agree? Reconciliation costs time/money Which cube is correct? Data warehouse best approach but: All data warehouses are not born equal Architecture matters – ODS, Inmon, Kimball Integrated schema – difficult but powerful 9

10 Summit 2010 Share | Learn | Save CxO, $MultiBillion US Corp. We run our organization on spreadsheets. Finance has their spreadsheet. Engineering has their spreadsheet. Accounting has their spreadsheet. Marketing has their spreadsheet. And we dont even know what the actual corporate numbers are. We are making decisions of millions of dollars based on spreadsheets that may or may not have some basis in reality! (Ref 1) Inmon 10

11 Summit 2010 Share | Learn | Save 80% of analysts time is spent accessing, organizing & reconciling – not analyzing data 80% of failed BI projects cite data integrity as the #1 issue 80% of BI development effort is building a TRUSTED data source (data warehouse/mart)

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13 Summit 2010 Share | Learn | Save ProjectsInventRec Budget TaxPlan Direct Access to LIVE ERP tables SQL Data Marts Single subject Multi-Cube OLAP Desktop and Server Integrated Data Warehouse with Hyper-cube Query/ReportExtracted Tables Business Warehouse Simple OLAP cubes Data store, data mart, data warehouse models Live Reporting

14 Summit 2010 Share | Learn | Save Why not use my ERP System? ERP Systems are tuned for transactions (OLTP), not analysis (OLAP) ERP systems security is comprised when general access is granted to system tables. Complex table structure- users dont want to deal with hundreds/thousands of tables ERP systems can be slowed down by analytic summaries and queries Properly designed Data Warehouse can scale to easily accommodate historical (trending) data

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16 Complex and undocumented logic controls the flow of data between ERP tables Dynamics ERP NAV or AX Database

17 Summit 2010 Share | Learn | Save WARNING: Dynamics ERP systems Can have 1,000s of inter-related tables … Before: Customization and custom dimensions

18 Summit 2010 Share | Learn | Save Star Snowflake

19 Summit 2010 Share | Learn | Save Item GLSalesPOOrdersTax

20 Summit 2010 Share | Learn | Save FinanceSales

21 Summit 2010 Share | Learn | Save Validate transactions Reconcile Summaries Hyper-Cube OLAP (Summaries) Data Warehouse Transaction detail Data Extraction Replace Stove Pipes of disconnected simple cubes with an Integrated Data Warehouse Architecture and Single Hyper-Cube. Hyper-Cube Reconciled SQL Data Warehouse

22 Summit 2010 Share | Learn | Save Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions Complete and integrated BI offering Widespread delivery of intelligence through Microsoft Office Enterprise grade and affordable

23 Summit 2010 Share | Learn | Save BUSINESS COLLABORATION PLATFORM DATA INFRASTRUCTURE & BUSINESS INTELLIGENCE PLATFORM DATA INFRASTRUCTURE & BUSINESS INTELLIGENCE PLATFORM BUSINESS USER EXPERIENCE

24 Summit 2010 Share | Learn | Save BUSINESS COLLABORATION PLATFORM DATA INFRASTRUCTURE & BUSINESS INTELLIGENCE PLATFORM DATA INFRASTRUCTURE & BUSINESS INTELLIGENCE PLATFORM BUSINESS USER EXPERIENCE

25 Summit 2010 Share | Learn | Save BUSINESS COLLABORATION PLATFORM DATA INFRASTRUCTURE & BUSINESS INTELLIGENCE PLATFORM DATA INFRASTRUCTURE & BUSINESS INTELLIGENCE PLATFORM BUSINESS USER EXPERIENCE

26 Summit 2010 Share | Learn | Save Analysing Massive Data Volumes in Excel With a few mouse clicks, a user can create and publish intuitive and interactive self-service analysis solutions. PowerPivot for Excel PowerPivot for SharePoint

27 Summit 2010 Share | Learn | Save END USER TOOLS FOR CREATING BI CONTENT BI PLATFORM DELIVERY ReportsDashboardsExcelWorkbooksAnalyticViewsScorecardsPlans Mainframe & Departmental Systems Report development, Ad hoc reporting ETL Process Development, Data Quality, MDM Data Warehouse Design and Development Building Unified Business Models, Predictive Analytics Spreadsheet creation, Ad hoc query Data diagrams

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29 Summit 2010 Share | Learn | Save Build Many risks Lack of BI expertise in IT and Dynamics VARs BI Specialists are expensive and in short supply (already on 1-2 year Enterprise Projects) High maintenance Buy Standardized Dynamics cubes need modifying ERP agnostic BI solutions – lowest common denominator as they are not built for Dynamics. Narrow focus – Finance/Budgeting, Sales Analysis All packaged products are not equal – try before you buy

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32 Summit 2010 Share | Learn | Save Reduce time & cost of: Reporting Analysis Reconciliation/Audit Improve profitability–product, customer Increase Time-Value of Information Lower cost of compliance Improve efficiency Measure and motivate staff 32

33 Summit 2010 Share | Learn | Save How can ROI for BI be measured? Hard benefits, costs savings Drive up performance/profitability Reduced head count Report developers Analysts / management accountants Administrators aggregating data Managers – flatten hierarchies Soft Benefits Better insight -> better decisions Increase Velocity of Information –> Faster Decisions Daily business view Shorter close (month-end) Improve productivity -> better morale 33

34 Summit 2010 Share | Learn | Save 34 © Successful Business Intelligence, Cindi Howson, McGraw-Hill (Ref. 1)

35 Summit 2010 Share | Learn | Save BI needs a C-Level executive sponsor CEO CFO COO CIO if business background Avoid IT only BI projects Methodology clash Always choose IT tools (e.g. Business Objects) not business user tools Form User/IT partnership – ESSENTIAL 35 Executive Sponsorship is Critical

36 Summit 2010 Share | Learn | Save 36 Executive Sponsorship and Degree of BI Success © Successful Business Intelligence, Cindi Howson, McGraw-Hill

37 Summit 2010 Share | Learn | Save 37 © Successful Business Intelligence, Cindi Howson, McGraw-Hill Doing BI right

38 Summit 2010 Share | Learn | Save 38 Sample hard savings and benefits tables for Dynamic customer Time SavingsEst Time SavingsEst $ SavingsDetail Project Cost Accounting (Decision Support) 2 FTEEliminated 2 FTEMoved from data entry to analyst roles $220,000 Monthly Construction Project Manager budget reviews and executive team documents are available within minutes with greater accuracy through PrecisionPoint rather than taking hours/days to refresh through extracting data from Nav, dropping into Excel (or Access) and then applying business rules to data to make reports. Two FTE are more productive and effective by moving from data entry to data analyst roles. Two FTE have been eliminated (two additional have also left but attributed solely to down turn) while the reporting and decision support capabilities have increased for the group. Divisional Reporting 20+ hour month $6,000 Moved from infrequent two-dimensional review of Division expenses produced by manual Nav extracts and manual entry to automated Division forecast to actual reporting with "slicing and dicing" and document level drill down capabilities. A/R Reporting8+ hour month $2,000 Used to provide basic A/R reporting once a week using a manual process taking 2+ hours to refresh each report. Many new reports are now available providing more specific and actionable information. The new reports take about 15 minutes a day to refresh. State Sales Tax Returns 12+ hour month $4,000 Automation using PrecisionPoint data to refresh state sales tax filings. The automation resulted in a 33% to 50% reduction in time to produce the filings. Capacity/Topline80+ hour month $18,000 Employee hour detail used to be keyed into Navision and then separately into different excel files for "capacity" reporting. Rather than separately rekeying this data into Excel it is now pulled directly out of PrecisionPoint and can be refreshed daily. It's estimated that this has saved 80+ hours of work a month. Estimated Total Savings $250,000 Example new capabilities:Benefits Various new Project Management reports Visibility to more effectively manage costs for fixed bid construction work in order to increase margin. A margin increase of 0.01% on one project would drive $150k+ in net revenue. The visibility allowed the business to identify hundreds of thousands of dollars of cost savings opportunities. Purchase order by project reportingAdditional Purchase Order oversight to ensure money is spent effectively. Divisional actual to budget with detail reporting Identify opportunities, verify cost savings, drive division expense accountability with managing to budget. The reporting has helped Finance drive thousands, and possibly hundreds of thousands of dollars out of the business. Staff utilization/capacity Visibility to individual billable % for customer-facing roles and visibility to support personnel activities. Provided visibility to low- value work to either redirect employee efforts or reduce staff. Spare Parts Sales ReportingMargin and spare parts "sales funnel" reporting to increase both profitability and top line sales. Cash flow forecastingVisibility to cash inflows/outflows to ensure solvency. ICMEstimated PrecisionPoint Savings and Benefits

39 Summit 2010 Share | Learn | Save 1.No executive sponsor – CEO/CFO/COO 2.IT only project – build it and they will come 3.Dont involve business users 4.Evaluate BI tools – front ends, ETL, cube designers - analysis paralysis 5.Assign BI to developer with time to spare 6.Expect your Dynamics partner to be BI experts 7.Make Data Integrity an afterthought

40 Summit 2010 Share | Learn | Save 40 1) Recommended reading: Sucessful Business Intelligence: Secret to Making BI a Killer App, by Cindi Howson McGraw-Hill, 2008, ISBN ) Bill Inmon: Management by Spreadsheet, March 26, ) Microsoft White Paper Business Intelligence for the Mid-Market Jan Available here or for

41 Summit 2010 Share | Learn | Save Wrap-Up Thanks for joining us! Be sure to fill out session evaluations More to come… Dr Nigel Geary Founder, President & Chief Product Officer PrecisionPoint Software (650) (US) or +44(780) (Intl Cell)

42 Summit 2010 Share | Learn | Save PrecisionPoint for SharePoint2010 Business Intelligence (Launch) Wednesday, 11am-12pm Room: Grouper

43 Summit 2010 Share | Learn | Save


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