This document discusses business intelligence (BI) trends and the role of SharePoint 2010 in enabling BI capabilities. It outlines trends driving BI like predictive and real-time analytics. The vision is described as strategy-driven BI execution across the enterprise using tools like dashboards, reports and collaboration. SharePoint 2010 supports BI through features for self-service, group and organizational BI like Excel services, reporting and collaboration tools. Examples are provided of dashboards and reports built in SharePoint 2010.

1. Business Intelligence
Portals, Dashboards, and
Operational Matrix
SharePoint 2010

2. Agenda
1 Current State of BI
Current State of BI
2 Challenges – The Opportunity of Growth
3 Trends That Drive BI
4 The Vision
5 Role of SharePoint in BI
6 Our Concepts – Screenshots of our Work
7 What’s Next? - Reference Roadmap

3. Provide up-to-date and live information that will enhance decision
Real Time Analysis
making process
Improved Data Keep track of data variances and ensure that there is no chance for
Quality misinformation with drill down capabilities
Better Financial Manage your costs and investments better with greater understanding
Structure of requirements and needs
Improved Customer Provide greater service to your customers and improve your resource
Satisfaction management to address high priority requirements

4. Agenda
1 Current State of BI
2 Challenges – The Opportunity of Growth
3 Trends That Drive BI
4 The Vision
5 Role of SharePoint in BI
6 Our Concepts – Screenshots of our Work
7 What’s Next? - Reference Roadmap

6. The Business Initiatives
 The lack of a proper strategy between business requirements and infrastructure capabilities often
leads to value and credibility of information being questioned.
 Data structure, design, and business process requirements are rarely considered when setting up
Business Intelligence initiatives – tools and applications can only be an enabler and never the process.
Cross Organizational Collaboration
 The ability to put in place a cross organizational collaboration structure that can leverage
information across the enterprise.
 BI initiatives for collaboration is not restricted to just departments in the organization but also caters
to knowledge regarding customers, competition, market conditions, vendors, partners, products,
and employees at all levels.
Data Source Integration
 Often Business Intelligence initiatives are driven by business requirements that pulls data from
disparate sources with no opportunity for consolidation.
 Data merging and standardization is a process in itself that requires strategic and technological
evaluation to ensure that the sources are scrutinized for identifying information needs.

7. End User Acceptance
 End user requirements are continually being ignored – providing a lack of clarity of what information
the end users generally utilize and the value it adds.
 Information has to be presented in a relevant and contextual manner that the end user or
knowledge worker can absorb into the decision making process. The scope of BI has evolved from just
an analyst seeking information to more end user related relevance.
Data Availability
 Metadata management is a high priority for ensuring that users, knowledge workers, and decision
makers can access the right information in the right context. Ability to relay the information is of the
utmost importance.
 Mobile connectivity for services and real-time analysis from varied locations is another challenge
that organizations face for providing critical decision making support.
 Attempting to provide information to various end users requires extensive inputs from a security
standpoint (visibility), ability to drill down data, who validates the data and what influences the
decision, etc.

8. Agenda
1 Current State of BI
2 Challenges – The Opportunity of Growth
3 Trends That Drive BI
4 The Vision
5 Role of SharePoint in BI
6 Our Concepts – Screenshots of our Work
7 What’s Next? - Reference Roadmap

9. Strategy There is a need for organizations to develop strategy driven analytics that can factor in the
Driven goals, initiatives, plans, forecasts, risks, performance, control and optimization with the
Execution transactional processes in various systems like ERP, CRM and SCM.
Predictive Complex event processing and predictive analysis are driving the value of information that
& Real Time can be used to predict future outcomes with real time analysis. This is extremely important to
Analysis reduce the latency between an event and the decision point.
Process The need for BI to drive a process based framework encompassing performance, risk and
Framework compliance management at an enterprise level that drives effective organizational governance.
Organizations are constrained by enterprise systems that limits the extent of information
Social BI sharing. Social BI allows users to create and share information through applications that
embrace sharing with non technical capabilities and functionalities (blogs, wikis, user rating, etc).

10. Collaborative Collaborative BI supports enhanced decision making where the social media capabilities are
Decision harnessed and applied to business analytics to enhance the decision making process. The
Making Collaborative Decision Making capability is set to grow by around 15 pc ($US 760 million).
More than 80pc of data collected by organizations have a spatial element involved which
Location
drives the need for the capability to map, visualize and understand geographical
Intelligence
representation while handling BI.
Modern BI systems are required to be able to dissect data and report on social media
Social Media
information to establish a greater understanding of target market needs, consumer
Analytics
requirements and behavioral patterns towards the organization and its competitors.
More business users are able to make better data based decisions in a shorter amount of time
Self Service
with applications that allows users to build reports and analyze them independently. Self
BI
service BI generates greater end user adoption and reduces IT involvement to a large extent.

11. Business users and organizations are looking to leverage an unified Information Platform that
Master Data
will cater to Data Quality, Data Integration and Virtualization for both structured and
Management
unstructured data.
Mobile BI capabilities for devices like iPad, Blackberry, and Android provides executives access
Mobile BI to information and allows for faster, critical decision making processes. This leads to
pervasive BI deployments with increased productivity and a greater competitive advantage.
People, Organizations are identifying the need to ensure that BI deployments go beyond the technology
Process & requirements and create an environment of cultural transformation to meet the notion of
Technology Intelligent Business driven by BI enhancements.
With increased user adoption, executives are feeling the need to ensure that data
Improved
interpretations are more accurate, with quick and simple graphics that can aid in intelligent
Visualization
decision making instead of having to go through lots of raw data.

12. More organizations are looking at “BI in the Cloud” options that allows them to access IT
BI in the
expertise, improved analytics and reporting and use more extensive BI technologies with
Cloud
out having to worry about cost and expenditure.
Moving from the traditional outlook of treating an enterprise as a customer, niche out-of-the-
Audience
box solutions are being developed for the end user to adapt to their business processes. This is
Specific BI
especially common for organizations who do not have core IT expertise and time constraints.
“ The business environment has driven organizations to view BI as more
than technology with strategy, end user adoption, collaboration, real-time
predictions, pervasive deployments and mobile adoptions that allows for
intelligent business decision making processes while keeping cost and IT
expertise at the forefront.”

13. Agenda
1 Current State of BI
2 Challenges – The Opportunity of Growth
3 Trends That Drive BI
4 The Vision
5 Role of SharePoint in BI
6 Our Concepts – Screenshots of our Work
7 What’s Next? - Reference Roadmap

14. Group Based Business Intelligence
Drives the information that aids in
collaboration and decision making
process between individuals and
teams who work towards achieving a Business Security
particular goal or objective. Applications
Industry &
Mobile BI News Feeds
Business Critical
Applications and
Real Time Data Databases
Blogs & Wikis
Organizational Business Intelligence
Digital Dashboards
Takes in to consideration the
information that is driven by a set of
tools and applications that helps
individuals align their data and Collaboration
activities with the overall company Back End Systems/LOB’s
goals, objectives, and strategy in mind. People &
Content Search
Rating
Self-Service Business Intelligence
Governance Content
Information that is driven by individual Management
needs and delivered to people when Mobile BI
requested in a particular format with the
Social Tools
complexity of IT involvement Internet
at its minimum.

15. Agenda
1 Current State of BI
2 Challenges – The Opportunity of Growth
3 Trends That Drive BI
4 The Vision
5 Role of SharePoint in BI
6 Our Concepts – Screenshots of our Work
7 What’s Next? - Reference Roadmap

16. Key Areas of Business Intelligence
Self Service Business Intelligence Group Based Business Intelligence Organizational Business Intelligence
Partners/Vendors
End User Distributed Operations
End User Project Teams
Teams Sales
End User Business Units
IT Finance
Single Interface BI Solution
SharePoint 2010 for Business Intelligence
Visio & Visio Services
Excel and PowerPivot for Excel Excel Services PerformancePoint Services
Report Builder 3.0 Reporting Services
Reporting Report Collaboration People & Team Collaboration Social Tools Records Mgmt Content, Data & Taxonomy Business Industry &
Dashboards Management Tools Content Search Workspaces & Retention Access Security Management Applications News Feeds
Back End BI Platforms
SQL Server Reporting Services SQL Server Integration Services SQL Server Analysis Services
Mainframe/
Departmental
Systems

17. SharePoint 2010 enables users to find the information they need across unstructured information such as blogs,
wikis, presentations, and documents and structured information such as reports, spreadsheets, and analytical
systems. Knowledge workers can act on that information to increase productivity and to provide feedback that
improves underlying business processes.
 Report Center - is a central location for business-intelligence-related information where users store and view
reports, connect to external sources, and users can subscribe to upcoming reports and templates to report
creations.
 Excel Services - this allows users to share large amounts of data by publishing a workbook to the server with
all information being stored on the server in one central location with the business logic not shown to other
users.
 Integrations to External Sources -SharePoint 2010 provides integration capabilities to other backend systems
like SAP, Siebel, and others, allowing users to interact and access data through a single interface.
 Key Performance Indicators (KPI) - SharePoint allows business executives to create KPI around business goals
and objectives that can be tracked visually to see the progress and requirements about that KPI.
 Filter Web Parts - create and utilize filters that will enable users to only view information that they are
interested in. This helps in identifying information that is relevant and contextual.
 Others - SharePoint 2010 also provides a host of other prominent features such as Visio Services, Power Pivot
Services for Excel, Performance Point Services to Create Dashboards, and Improved SQL Server
Reporting Services.

18. A few other prominent SharePoint features that allows users to enhance the
BI functionalities are –
 Dashboard Designer
 Enhanced Navigation- Including Filtering and Sorting
 Power Shell Scripting
 Analytic Services Formatting
 Improved Strategy Map Connection and Formatting
 Integrated Filter Framework
 Improved Visualizations
 Chart Web Parts
 Visio Services
 Access Services

19. Feature Description
SharePoint 2010 provides built-in web parts and features that allows users to tag and
Tagging & Rating
rate content
Improvements include enhancements of RSS output from SharePoint – from an content,
RSS
format, and security standpoint
Mobile Support Includes native clients for iPhone and Blackberry
Lightweight conversation with community integration, comments, liking email
MicroBlogging
notifications and summaries
Aggregation of events from across all the SharePoint sites including community actions,
Activity Streams
microblogging, commenting, third party status updates from Facebook, Twitter, etc.,
People, Profile & Expertise
Integrated tightly with social networking
Management
Connectivity Users will be able to connect and work with peers – online or offline
Rich Media Integration Out-of-the-box rich media support (beyond just having document libraries)
Automatic extraction of metadata from images, configuring a folder to automatically
Metadata Management add tag content with a specific tag, support for folksonomies, and the addition of the
Enterprise Managed Metadata service

20. Feature Description
Improved with better features for content authoring, support for images, and built-in
Blogs & Wikis
workflows
Social Bookmarking Enables end users to bookmark and share favorite sites, pages, documents, etc.
People & Expertise Search Capture knowledge not found in documents using People & Expertise Search
Common Connector Framework for
Securely connect out-of-the-box to content from sources across the enterprise
Indexing & Federation
Scale & Performance via Improved
Meet the scalability & performance needs of Enterprise and departments
Topology Architecture
Build Search Powered Applications Leverage publicly available query object model & web parts for extensibility
Refinement panel & Sorting Narrow down the search and navigate to the right content faster
Search in Context Field different results and refinement options based on the user profile
Social Behavior Improves Relevance Includes document ranking based on click through behavior

21. Agenda
1 Current State of BI
2 Challenges – The Opportunity of Growth
3 Trends That Drive BI
4 The Vision
5 Role of SharePoint in BI
6 Our Concepts – Screenshots of our Work
7 What’s Next? - Reference Roadmap

22. A Self-
Service
Dashboard
for a project
status report
which shows
milestones,
financials,
risks, issues,
and other
information

23. A Sales Dashboard to Track KPIs and Reports

24. Search and Export Data, Reports and Information in Context

25. Follow Up Cost and Expenditure with Financial Dashboards

26. Provide Top Level Executive Dashboards for Quick Decision Making

27. Agenda
1 Current State of BI
2 Challenges – The Opportunity of Growth
3 Trends That Drive BI
4 The Vision
5 Role of SharePoint in BI
6 Our Concepts – Screenshots of our Work
7 What’s Next? - Reference Roadmap

28. , .

29. Thank You
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Suite 140, Alpharetta GA 30009, USA
Phone: (770) 569 1240
Fax: (770) 569 1242
Email: info@optimusbt.com
Web: www.optimusbt.com
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Business Intelligence Portals, Dashboards and Operational Matrix