1. Microsoft Office PerformancePoint Server 2007 Planning Module Sony Jose sjose@solidq.com

2. Overview Data Models and Rules to support the range of business models used in organizations. Utilizes Microsoft Office Excel as the end- user interface for planning, budgeting, and forecasting. Built on top of Microsoft SQL Server 2005 tools suite including Relational Engine and SSAS.

3. Data Model Supports Business Models. Facilitates Planning Budgeting: Income, Expense, etc. Forecast: Sales, Inventory, etc. Supports Rules for Cost Allocations Inter-company Reconciliation Consolidation Currency Conversion

4. Excel Interface Provide everyone with a single, easy-to-use Excel interface. Supports Excel functions and macros. Almost no learning curve for the end Business Users.

5. Architecture Built on the strengths of SQL Server 2005 Relational Engine and SSAS. Enterprise Level Scalable Architecture SSAS SSAS Enterprise Systems Assets Oracle HR Actual Actual Plan Plan User Input User Input Planning Business Modeler SQL 2005 SQL 2005 RDBMS RDBMS Data Flow

6. Components Architecture/System Main Business Modeler Rules and Calculations (PEL, MDX) Forms/Reports Data Integration

7. Demo

8. Architecture/System Main Server Architecture Planning Process Service Install and Deployment Scenarios CMD Line tools Migration and Upgrade Server level user access Global Administrator User Administrator Modeler

9. Business Modeler Data Models Dimension Structures Cycles/Assignments Associations Security Deployment of Models

10. Rules and Calculations (PEL, MDX) PEL – PerformancePoint Expression Language Business Calculations Financial Calculations Cross Model Allocation Rules Currency Conversion Rules Parameters, Variables, Ranges

11. Forms/Reports Excel Add-In Assignment Input Review and Approval Executing/Running of Jobs Formatting (Excel 2003 & 2007) Programmability (Macros)

12. Data Integration Data Load (Initial) Data Load (Continuous) Outbound Referential Integrity (Dimensions and Fact) Stored Procedures for Data Load Can be automated with SSIS

13. Benefits Imports data from multiple sources, including multiple general ledger systems. One version of truth: Feeds data automatically into a centralized, trusted data store. No more e-mails flying around with sensitive budget data in attached spreadsheets. Standardized business rules and processes. Security: Ensures that people only see appropriate and relevant information. Track changes automatically Manage planning and budgeting processes

14. Enhances the Relationship Between the Business and IT Business Users manage the application Rules – e.g. allocations, business relationships, alerts Workflows – e.g. planning and forecasting cycles Content – e.g. accounts, business views, roll-ups IT centrally manages security and information Increased business flexibility, declarative model based applications, and reduced development time.

15. Additional Features Handle Top Down as well as Bottom Up Forecasts. Easily configurable Planning (Budget/Forecast) templates. Ability to have centralized IT/Data administration. Easy adaptation of future organizational changes. Easy Integration with other systems. Near-Real time interface to other systems. Personalized User roles and Security capabilities. Handle multiple currencies. Can support and save text. Support multiple iterations/versions of plan. Have Offline capabilities. Robust data validation. Locking of plan data in a multi-user environment. Automatic locking of plan data after submission. Integration of sub-plans into an overall enterprise plan. Standard set of Operational Reports Real time reporting Capability to handle costs and Head Count forecast

16. Questions??