1. Microsoft Office PerformancePoint Server 2007 Claus Hovgaard Solver – Implementation Partner Microsoft Office PerformancePoint Server 2007 Claus Hovgaard Solver – Implementation Partner

2. Solver - Company Overview •Corporate Performance Management •Financial Business Intelligence •Resource Allocation •Planning, Budgeting & Forecasting •Consolidations •Reporting •Analytics •Management Dashboards •Management Scorecards •Custom application development •www.solverusa.comwww.solverusa.com •Founded in 1996 •Providing solutions and consulting services in the area of Corporate Performance Management (CPM) •Done many of the implementation around the world on Performance Point Server including internally at Microsoft using Alpha and Beta code • Microsoft development partner – Gold Certified •Serving on Microsoft ’s Business Intelligence Product Advisory counsel and assisting in the development of PPS for the last three years •On assignment from Microsoft building PPS documentation (training mtrl, white paper, case studies..........) •Hundreds of implementations across North America and Europe •Locations: •United States  Los Angeles, CA (head office)  Seattle, WA  Phoenix, AZ  Boise, ID  Boston, MA  Atlanta, GA •Europe  Sweden  Denmark  UK  Germany • Domain Expertise (authors…) Solutions & Services

3. Agenda 12.15 - 13.00: PerformancePoint Planning:..What is it, What does it do and How does it work? (I denne presentasjonen gjennomgås scenarier og arkitektur I Microsoft Office PerformancePoint Server 2007) 13.15 -14.00 PerformancePoint Planning:...Building an Application (Denne sesjonen er en fortsettelse av forrige og viser hvordan en Planning-applikasjon bygges opp I praksis fra start til mål) 13.15 -14.00 PerformancePoint Planning:...Building an Application (Denne sesjonen er en fortsettelse av forrige og viser hvordan en Planning-applikasjon bygges opp I praksis fra start til mål)

4. Portal and Collaboration (Office SharePoint Server 2007) SQL Server 2005 RDBMS Integration Integration Services Analysis Analysis Services Reporting Reporting Services End-user Analysis (Excel 2007) BIPlatformPerformanceManagementApplications Microsoft Business Intelligence A Complete Unified Solution Business Scorecarding (Business Scorecard Manager 2005) Scorecards, Analytics, Planning (PerformancePoint Server 2007) Advanced Analytics (ProClarity 6.2)

5. PerformancePoint Capabilities Analysis & Reporting Planning, Budgeting, Forecasting & Consolidation Report Scorecard & Dashboard Analyze Forecast Plan What happened? What is happening? Why? What will happen? What do I want to happen?

6. PerformancePoint Planning Components SQL Server 2005 (PPS Staging Area) Accessability Availability Business User Add-in for Excel Corp Analyst Business Modeler PerformancePoint Server Business Modeler Application Services ERP Other

7. Planning Admin Console

8. Business Modeler

9. Excel Add In

10. Planning Applications An application is the largest unit in PerformancePoint Server. A PerformancePoint Server application is the container for: A tree of one root model site and any number of model subsites. An application contains assumptions and metadata for Pre-defined and user-defined dimensions Forms and reports Business model definitions Assumption models Permissions and security Process management Other metadata

11. Cycles Approver Analyst 1 Analyst 2 Business Roles (Excel) Assignments Forms (XL) Account Entity Scenario Time Product HR Dimensions Models Annual Budget Consolidation Exp Assumptions Business Rules PPS - Application Components

12. Account Entity Scenario Time Product Approver Analyst 1 Analyst 2 Account Entity Scenario Time Product Approver Analyst 1 Analyst 2 Handles Real-world Complexity Increased Flexibility with Synchronization Account Entity Scenario Time Approver Analyst 1 Analyst 2 CORPORATE BUSINESS UNITS AND DEPARTMENTS Enables Divisional/Operational view of your business Creation of localized processes to manage local business Ensures Synchronization of plans, business rules and scorecards Cross-functional alignment up, down, and across the business Account Entity Scenario Time Product Approver Analyst 1 Analyst 2 Depts.

13. Financial Intelligence Excel Integration Security, Permissions, Audit Process Management Data Management Control Feature set

14. DEMO – Screen shots Adventureworks an imaginary case study

15. Demo - Adventureworks Wayne Corporate FPA •Owns corporate plans, budgets, and forecasts •Expert Excel user •Needs consistent business rules and data Mary VP of Operations •Reviews results •Approves plans •Often needs further analysis of details Carolyn Business Unit Finance •Responsible for Ski Resort BU financial management •Needs to support local management & corporate needs Wayne Corporate FPA •Owns corporate plans, budgets, and forecasts •Expert Excel user •Needs consistent business rules and data Mary VP of Operations •Reviews results •Approves plans •Often needs further analysis of details Carolyn Business Unit Finance •Responsible for Ski Resort BU financial management •Needs to support local management & corporate needs

17. Demo - Adventureworks Wayne Corporate FPA •Owns corporate plans, budgets, and forecasts •Expert Excel user •Needs consistent business rules and data Mary VP of Operations •Reviews results •Approves plans •Often needs further analysis of details Carolyn Business Unit Finance •Responsible for Ski Resort BU financial management •Needs to support local management & corporate needs

19. Demo - Adventureworks Wayne Corporate FPA •Owns corporate plans, budgets, and forecasts •Expert Excel user •Needs consistent business rules and data Mary VP of Operations •Reviews results •Approves plans •Often needs further analysis of details Carolyn Business Unit Finance •Responsible for Ski Resort BU financial management •Needs to support local management & corporate needs

20. Hi Jon, These are the slides we are using tomorrow for session 1. In session 2 we will be in the actual PPS application without any slides – DEMO MODE . Looking forward to meeting you tomorrow. Johan

21. Q&A!! 12.15 - 13.00: PerformancePoint Planning:..What is it, What does it do and How does it work? (I denne presentasjonen gjennomgås scenarier og arkitektur I Microsoft Office PerformancePoint Server 2007) 13.15 -14.00 PerformancePoint Planning:...Building an Application (Denne sesjonen er en fortsettelse av forrige og viser hvordan en Planning-applikasjon bygges opp I praksis fra start til mål) 13.15 -14.00 PerformancePoint Planning:...Building an Application (Denne sesjonen er en fortsettelse av forrige og viser hvordan en Planning-applikasjon bygges opp I praksis fra start til mål)

22. Copyright ©2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

23. Session 2 13.15 -14.00 PerformancePoint Planning:...Building an Application (Denne sesjonen er en fortsettelse av forrige og viser hvordan en Planning-applikasjon bygges opp I praksis fra start til mål) LIVE DEMO! - Creating an Application - Creating Dimensions and Models - Creating Forms - Setting up Security - Combining Forms and Security into Cycles and assignments - Entering and Submitting data

24. Copyright ©2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.