Building an Integrated Portal: Leveraging External Applications and Providing Business Insights Webcast Series: Part 3
•
1 like•603 views
In the final webinar of the three-part series, join Tallan’s SharePoint Practice Director, Reddy Kadasani, and Lead SharePoint Architect, Michael Gerety, to unlock the full potential of your SharePoint 2013 environment by gaining insights through advanced integration techniques and powerful BI features. In this session you will learn how to: •Gain insight into your business using Self-Service BI features using Power View and PowerPivot including the new Power BI •Access and interact with data and external LOB systems using Business Connectivity Services •Provide powerful data visualization and analysis within SharePoint Explore using Visio and Excel services •Leverage automated workflows to improve productivity Join us to explore how to harness the power of SharePoint 2013 to gain maximum business results from your enterprise portal solution.
Recommended
Recommended
More Related Content
Recently uploaded
Recently uploaded (20)
Featured
Featured (20)
Building an Integrated Portal: Leveraging External Applications and Providing Business Insights Webcast Series: Part 3
- 1. Building An Integrated Portal: Leveraging External Applications And Providing Business Insights Michael Gerety SharePoint Practice Co-Lead Enterprise Portals Strategy Series Reddy Kadasani Director, SharePoint Practice
- 2. WELCOME: About the Speaker ❯ Reddy Kadasani ❯ Practice Director for SharePoint and Office 365 ❯ Over 12 years of experience delivering enterprise software solutions: - Planning and envisioning - Architecture - Deployment services
- 3. WELCOME: About Tallan ❯ National Systems Integrator ❯ Offices in Hartford, New York, Boston, Tampa, Washington DC, Southern California ❯ Microsoft Partner with Gold Competencies ❯ Clients include Evenflo, Covidien, UBS, McKinsey, Bloomberg, XL Global, and Credit Suisse
- 4. SHAREPOINT WEBINARS Enterprise Portals Strategy Series Foundations Aug 8th Collaboration and Find-ability Oct 24th Integrated Portals Jan 23rd Information Architecture Find “Relevant” Information Fast Even When on the Move Collaboration, Find-ability, and Mobility BI dashboards, Integrate LOB applications, Business Process Modeling, and Custom Solutions
- 5. RECAP Foundations, Collaboration & Find-ability
- 6. ENTERPRISE PORTALS STRATEGY SERIES Platform and Tools
- 7. CREATE THE DESTINATION BRINGIT ALLTOGETHER PERSONALIZETHE EXPERIENCE FOSTERANDREWARD COLLABORATION MAKECONTENTFINDABLE PROVIDETHERIGHT AMOUNTOFGOVERNANCE
- 8. USING SEARCH TO BRING PEOPLE AND DATA TOGETHER: CONNECTED KNOWLEDGE SOLUTION Finance PEOPLE AND EXPERTISE ASSETS FOLDERS AND LOB DATA DISCUSSIONS AND IDEAS
- 9. INTEGRATED PORTALS Business Challenges Our company can compete only if we align investment with business priorities We want more visibility and control over business processes I need a platform that can integrate other applications in my organization
- 10. SHAREPOINT WEBINAR Agenda Easily combine data from any source to create fully interactive reports and insights with guided exploration Visually discover and share insights for collaborative decision making across the organization Integrate external applications Improve productivity by automating workflows
- 11. ENTERPRISE PORTALS STRATEGY SERIES Platform and Tools
- 17. In Summary… ❯ Make your intranet “The Destination” ❯ Build a good foundation for your intranet ❯ Take advantage of tools that you already have ❯ Integrate and extend the tools to benefit your business ❯ Encourage your employees to collaborate
- 18. Thank you! Questions for our presenters? reddy.kadasani@tallan.com michael.gerety@tallan.com Follow us: @Tallan blog.tallan.com www.tallan.com SharePoint Offer sharepoint@tallan.com
Editor's Notes
- Goal: Highlight Tallan, but focus on SharePoint Practice.
- Thank you all for taking the time to attend today’s webinar on building a foundation through an effective Information Architecture. Today’s webinar is the first in a series of webinars on creating a strategy to build effective enterprise portals using SharePoint. We have planned out 2 other webinars in this series around social enterprise, Search and Find-ability, and finally what we call the integrated portal. Where we will discuss and demonstrate how to integrate external systems such as LOB applications and BI Dashboards in SharePoint Our objective for this SharePoint strategy series is two fold: Outline a specific process that you can follow to design an enterprise Intranet Portal with productivity, collaboration, and findability at its core… and Share with you tools and techniques that we have found useful from our SharePoint engagements, that you can use to implement exterprise portals
- companies are able to drive value from Enterprise Social : increasing employee engagement, improving team collaboration, building a connected organization, and enhancing business agility.
- So why is search important and what is different in 2013 search as compared to the previous versions Search is front and center in 2013 Completely re-architected to include the FAST search technologies Since search crawls all content, it makes perfect sense to utilize search to find relevant information and relationships among that content. So lets talk a little bit more about “Finding relevant content” and “Relationships“ between content Now Explain the slide
- Having gone through the information architecture, unstructured and structured content management, and techniques to improve search and findability, the next step in your road map might be to address some key business challenges, such as, publishing key metrics and reports to decision makers so that they can make decisions to align investments to maximize growth. Another interesting challenge for many organizations is to figure out how to maximize ROI on technology investments they have already made. This could be in the form of LOB applications, CRM/ERP applications etc. Instead of recreating these applications, how can we essentially use them as data sources to build an integrated platform, so for most day to day needs employees go to a single destination instead of a myriad of tools and applications.
- For todays webinar, we will be talking through some of the tools and techniques to build integrated portals through BI reports, dashboards, and mash-ups. We are going to talk about self-service BI, data exploration and collaboration delivered through Office and SharePoint.
- In addition to tools we discussed in the last two webinars, we are going to see how excel and visio have evolved to provide a powerful set of BI capabilities for the
- The BI story with Office and SharePoint 2013 is all about accessing and combining large volumes of data from virtually any source to create powerful reports shared with the organization. The idea here is to use Excel 2013 Power Tools such as Power Pivot to create a data model and perform rapid data analysis to discover insights through visual and interactive reports. Excel using xVelocity which is the in-memory technology, that provides extreme performance – so they can gain insights quickly, even from very large data sets. During the demo that follows, we will look at some of features in PowerPivot such as Quick explore and Quick Analysis, which provide intuitive data navigation, trend analysis, and suggestive charting capabilities. Quick Analysis enables users to leverage intelligent suggestions to quickly illustrate data and pivot tables. They can also easily create trend charts showing the change of a dimension or measure over time. Quick Explore makes powerful data exploration techniques easy by enabling operations such as drill up, drill down, and cross-drill queries from the familiarity of Excel. These features are supported both in the client as well as in the web environment through Excel Services in SharePoint.
- Another major addition to Microsoft’s Self-Service BI platform is Power View in Excel and SharePoint. Power View is a highly interactive, browser-based data exploration, visualization, and presentation experience for users of all levels—from business executives to information workers. First introduced with SQL Server 2012, Power View now empowers anyone to visually explore data, easily create interactive visualizations, and effortlessly present and share reports—all within the familiarity of Excel and SharePoint.
- Self-Service BI needs to go beyond individual insight. It needs to empower users to work together to share insights and develop them collectively. This is where SharePoint comes in. So once you have created these reports, you can upload these reports to SharePoint libraries, and use SharePoint 2013 to visually discover and share insights across all levels of the organization With SharePoint, all of these powerful Self-Service BI capabilities are seamlessly extended into a collaborative BI platform for sharing of insights and working together to develop insights even further. SharePoint enables collaborative browser-based data exploration, visualization, and presentation experiences. For example, executives and business users can monitor and discuss information through collaborative BI Dashboards, enabling them to make better decisions using scorecards and social features. New and enhanced tools and functionality in Excel and SharePoint empower everyone across the organization to easily explore their data, visualize and share their answers in a collaborative environment, at the same time allowing IT to control important BI assets. Ultimately, with Microsoft BI, anyone in the organization is empowered to develop the insights that help drive new discoveries and make better, more informed decisions.
- As you build your BI capabilities, you will find that you need to incorporate data from other applications, line of business data, point of sale data, data from your sales and marketing efforts, and the like. In addition to connecting to data warehouses, relational databases, you can also leverage SharePoint connectors to pull in data from other end points. You can use SharePoint Business Connectivity Services and other 3rd party connectors to pull in data from external applications. You can then use excel or visio to connect to this data in your reports. Another powerfull way to build your dashboards is by adding web parts to your SharePoint dashboard page and connecting the web parts together to create mash-ups. As organizations increasingly empower end users with self-service BI, the need for IT control and manageability becomes even more essential. Microsoft enables IT to deliver self-service BI, while delivering a whole new level of manageability, control, and compliance. Microsoft enables enterprise grade IT governance and scale for BI solutions via SQL Server and SharePoint. With Microsoft BI, IT has the tools and capabilities they need to manage and protect the data and content that end users are creating. We uniquely provide IT administrators with tools for monitoring and managing user-generated content, as well as for transforming that content into enterprise grade solutions that are professionally managed by the IT department. This simplifies compliance without hampering user agility and creativity. With SharePoint 2013, organizations can easily administer and control the BI environment through a set of familiar, integrated management capabilities. In addition, with Inquire for Excel and Audit and Control Manager for SharePoint, IT has the tools it needs to take control of user-created Excel reports, helping to reduce the risk of errors, detect potential fraud, and facilitate compliance mandates. These features helps to create what we call “managed Self-Service BI”, with a range of capabilities for discovery, assessment, analysis, and control of user-created workbooks throughout the organization.
- A lesser known or not completely understood tool in the MS office suite is MS Visio. You can connect various data sources such as Relational databases, SharePoint lists, text files, etc to your shapes and graphics in Visio. As the data changes in your data source, visio services will update the shapes and graphics to show the change in data so users can easily visualize the change. You can build mash-ups by connecting excel reports and visio diagrams. You can start and connect workflows to your diagrams to automate some of your processes as well.