Microsoft Sinergija 2008 presentation

1. “Developing enterprise performance management solutions with PerformancePoint Server 2007” Dragan Milovanović Pexim Solutions

3. Performance Management Performance Management “is a set of management and analytic processes, supported by technology, that enable businesses to define strategic goals and then measure and manage performance against those goals” (Business Performance Magazine) Performance Management can change how people drive business performance

4. Performance Management Why drive business performance? Many organizations are successful in defining mission and vision and creating strategies But..Many of them are not successful in executing strategies (failure rates 60 – 90%) Common to all companies that execute their strategies well is a formal strategy execution process

5. Performance ManagementWhere are we now?

6. Performance ManagementToday’s process Business Analyst Consolidate Executives Information Workers

7. Performance ManagementProcess What happened? What is happening? Strategy Why? What will happen? What do I want to happen?

8. Performance Management WITHPerformancePoint Server 2007

9. PerformancePoint Server 2007Microsoft Vision “Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions” Make decisions faster Improve responsiveness Enables easier consolidation and consistency Integrate key aspects of performance management process: monitor, analyze, plan Improve performance of organization by delivering information to all employees through Microsoft Office Create enterprise, repeatable solutions Not expensive

10. PerformancePoint Server 2007Widespread BI Solution DELIVERY COLLABORATION CONTENT MANAGEMENT SharePoint Server SEARCH Reports Dashboards Excel Workbooks Analytic Views Scorecards Plans APPLICATION LAYER Excel PerformancePoint Server PLATFORM LAYER SQL Server Reporting Services SQL Server Analysis Services SQL Server DBMS SQL Server Integration Services

11. PerformancePoint Server 2007Features What is happening? Scorecards, Dashboards What happened? Reporting, Consolidation Why did it happen? Analytics What will happen? Forecasting What do I want to happen? Planning, Budgeting

12. PerformancePoint Server 2007Key features Monitor business performance Visualize strategy and goals Rich presentation capabilities Multiple data sources Analyze business performance Understand complex information easier Highlight trends and capture opportunities Enterprise planning, budgeting and forecasting including reporting and consolidation

13. PerformancePoint Server 2007Components Planning Server PPS Planning System Databases PPS Planning Application Databases PPS Planning Models (SSAS) PPS Web Service PPS Windows Service Monitoring Server PPS Monitoring System Database PPS Monitoring Web Service PPS Dashboard Web Preview PPS Dashboard Viewer for SharePoint Services (Web Part) Monitoring Central Tools Planning Administration Console Planning Command Utility – PPSCmd.exe Planning Business Modeler Dashboard Designer Excel Add-in

15. PerformancePoint Server 2007Planning Process

16. PerformancePoint Server 2007Planning Process Planning Analysis(what-if..) Scenarios Budgeting Models

17. PerformancePoint Server 2007Planning Process Source Systems Cube Planning Business Modeler Data input GL Planning Database Actual HR ERP Plan

18. PerformancePoint Server 2007Planning Concepts

19. PerformancePoint Server 2007Planning Concepts Application Aggregation of metadata types (also known as Business Type Library) which represents Model Site which contain Models, Dimensions, Members Sets and other predefined or user-defined objects. Each application has it’s own SSAS 2005 database as well as Application and Staging database. Model Sites Each application contains one root model site. All other model sites must be defined under this root model site. Model sites are used for organizing data in application and contain models, dimensions, security informations and business process definitions. Model subsites Represent the business structure of a company. Company may create subsites based on divisions or business units. Each model site, contains one or more models.

20. PerformancePoint Server 2007Planning Concepts

21. PerformancePoint Server 2007Planning Concepts Model Basic unit of data storage in application and define how data is organized. Models contain model properties, dimensions, business rules and calculations. Model is mapped to cube in model site’s Analysis Services database

22. PerformancePoint Server 2007Planning Concepts

23. PerformancePoint Server 2007Planning Concepts Dimensions Dimension is organized set of members that describes business data (for example: country, region, account). Predefined dimensions are automatically generated when application is created. PPS contains several predefined dimensions, which can be used as templates, thus can be modified and enhanced. Dimension Members Dimension member is a single item in dimension. Dimension members can be organized in member sets. Member Sets Member set is a selected hierarchy of members that is used to create models. Members can belong to an unlimited number of member sets. Member Views Member view is system-maintained grouping of members based on their properties. They are not used to create models, instead they provide alternative way to create reports by using dimension member properties to analyze groups of related members. For example: creating member view to summarize all dimension members with the same value of some property

24. PerformancePoint Server 2007 - Planning Concepts

25. PerformancePoint Server 2007Planning Concepts Business Rules Business rules are prescribed actions that are used for performing operations on multidimensional data in a model. For example: business rules are used to create forecasts, variances... Each rule has following properties: rule set type, rule type and rule implementation. Rule must be of some rule set type and rule type. This determines also implementation options, which can be: SQL, MDX query and script or specialized implementation based on rule type. Associations Association is a logical connection between two models, called source and destination model. You can move fact data from source to destination model and you can aggregate them during this process.

26. PerformancePoint Server 2007Planning Concepts

27. PerformancePoint Server 2007Reporting and Consolidation Create enterprise-wide reports and combine operational and financial data without need to consolidate them Build and share production quality reports from Excel based on secure and centrally managed server Financial intelligence: access-path to sensitivity and variance analysis (price, quantity, customer, product mix, timing) Financial consolidation including support for GAAP and IFRS, currency conversion, inter-company elimination and reconciliation Dynamic and standard reports including financial statements, management reports and ad-hoc analysis

28. PerformancePoint Server 2007Planning Demo Demo Using PBM to define models Data input using Excel Add-in Management reporting using Excel Add-in

30. PerformancePoint Server 2007Monitoring & Analytics Build performance dashboards and perform analysis Monitor organizational performance and take appropriate actions Collaborative environment and rich, personalized views and analytics for all users and all types (Office, SSRS, MOSS) Monitoring spans from personal performance dashboards to formal methodology-based and cascading scorecards while analytics include multidimensional slice and dice, decomposition trees, drill-across, server business logic definitions, root-cause analysis and prediction. Support for web based and offline analysis, reflecting all changes from planning process. Build and share reports, dashboards and analysis with other users without coding effort. Use and combine different data sources. Store analytical views in SSRS, MOSS or output to PDF, XML…

31. PerformancePoint Server 2007Monitoring & Analytics Monitoring & Analytics Report Types: Dashboards Reporting Services Scorecards KPI’s Strategy Maps Excel 2007 & Excel Services PivotTable & PivotChart Analytical Charts & Grids

32. PerformancePoint Server 2007Monitoring & Analytics Monitoring & Analytics Features: Dashboard Designer Rich analytical options Combine metrics from different data sources (SQL Server, SSAS, Excel, SharePoint lists...)

33. PerformancePoint Server 2007Monitoring & Analytics Demo Demo Dashboards and Scorecards Dashboard Designer