Bruno Aziza

Product Manager

Office Business Applications

brunoaz@microsoft.com

Joey Fitts

BDM SI Partners

Office Business Applications

joeyf@microsoft.com

Microsoft Business Intelligence

What is Business Intelligence

A broad category of applications and technologies for gathering, storing, analyzing, sharing and
providing access to data to help enterprise users make better business decisions - Gartner

Analyzing

Reporting

Drill down, exception reports, rootcause analysis, multidimensional

analysis

Detailed operational data

Sharing standardized reports

Monitoring

Dashboards, scorecards and alerts

Planning
Create plans, models and scenarios, which are then fed back into the monitoring
layer and encoded as targets and thresholds.
No matter where you start, you should be able to move up and down layers seamlessly without
awkward context shifts to gather insights, take action and optimize performance - TDWI

Drive Corporate Performance

Giving a purpose to business intelligence

You cant manage what you

cant measure. You cant
measure what you cant
describe
Robert Kaplan and David Norton
Authors of The Balanced Scorecard

Customer options
Spreadmarts?

Unmanaged multiple versions of the truth.

IT-driven scorecards and dashboards?

Technically sane lack of business context.

Analysis paralysis?

Misaligned business architecture

Time spent analyzing, little acting on relevant

information.

Lacks alignment of strategy to actions and results in

poor adoption, productivity and retention

Customer Solutions
Spreadmarts or

Managed
Few in number
Easy to understand

Analysis paralysis or

Relevant
Owned
Actionable

IT-driven scorecards or

Standardized
Context-driven
Predictive

Misaligned business architecture or

Aligned
Balanced and linked
Transformative

Microsoft Business Intelligence Vision

Microsoft Business Intelligence is a complete offering
that enables all decision makers
to drive increased business performance.

Comprehensive and integrated BI offering

Widespread delivery of intelligence through Microsoft Office
Enterprise-grade and affordable

What Customers Expect From CPM

Business Decision Makers (from C-Level on down)

Access to multiple data sources for exception reporting

Deep analysis in context
Integrated collaboration environment
Alerting on changes in data

Business Analysts
A system of record for business definitions
Empowering KPI and scorecard designer
Auditing, versioning, and reversion capabilities

IT Administrators
Centrally managed, scalable BI platform
Better partnership with business users in scorecard and
KPI authoring

Microsoft Business Intelligence

Portal
(SharePoint)

End-user
Tools

End-user Analysis
(Excel)

Integrate

Analyze

Report

Technical
Layer
Data Warehouse

End user tools

Business Intelligence Platform

Microsoft Business Intelligence

Portal
(SharePoint)

End-user
Tools

Business
Layer

Technical
Layer

End-user Analysis
(Excel)

Corporate Performance Management

(Business Scorecard Manager and Biz#)

Integrate

Analyze
Data Warehouse
(SQL Server)

Report

Business Scorecard Manager

The Microsoft foundation
for ubiquitous BI is now in place.
AMR research

Launched on 10/24/2005.
Certified by Norton and Kaplans Balanced Scorecard Collaborative.
BSM deployments cost between 20-50% the cost of the average BI
competitor deployments.
Generally available today via your MSDN downloads.

Click here for AMR report

What is Business Scorecard Manager

Consume and Integrate

Build

BSM Client
SharePoint

BSM Server
Scorecards

Oracle
SQL
Server
Spreadsheets
Local DBs
Unstructured
Data sources

Application
Metadata
Business
Logic
Access
Security

Dashboards
Reports
Context analysis
Rich filtering
Collaboration
Workflows

Online/Offline
SQL reports
Office
applications
IM, Email,
Calendar
XML, Excel,
TIFF, PDF

Customer success

Microsoft IT
Customer
Challenge
Provide alignment
between corporate goals
and employees actions
through the enterprise.
Create an ownership
culture by providing
visibility at the right level
and giving information
workers with the tools to
drive their business
efficiently.

Solution
Enterprise BI vision
Enterprise Class software
and hardware
Rapid Development of BI
solutions
Ease of integration with 3rd
party tools and workflow
and portals

Enterprise Class Toolset

Customer
Results/Benefit
s
Empower metrics
owners to know and act
on their business.
Simplify collaborate,
knowledge sharing and
resolution of business
issues within one
application.

Business Scorecard Manager

2005
Protect business

Microsoft Office 2003

owners via enterprise
SQL Server Analysis Services
2005
wide and flexible BI

SQL Server Reporting Services

platform.
2005

Microsoft SharePoint Portal Server

Windows
Server 2003
employee
accountability
and actions. Managers and our CIO can see problems

Drive productivity
throughout the
organization and
measure corporate
competitive advantage.
Scorecarding offers true visibility into
and successes in real-time, just as our employees can.. - Daniel Rubiolo Mendoza, Operations Manager, MSIT

Click here for case study

MSIT screenshot

Internal only

Premier Bankcard
Customer
Challenge
Provide pro-active
insights to business users
so they can drive
performance efficiently
through the enterprise.
Integrate corporate
performance in the
daily life of business
users so that, by
embracing scorecarding
they can drive the
companys performance.

Solution
Enterprise BI vision

Enterprise Class software and

hardware
Rapid Development of BI
solutions
Ease of integration with 3rd
party tools and workflow and
portals

Enterprise Class Toolset

Microsoft Office Business

Scorecard Manager 2005
Microsoft SQL Server 2000 and
2005
Microsoft Office SharePoint Portal
Server 2003
Microsoft Office Suite 2003
Microsoft SQL Server Analysis and
Reporting Services

Customer
Results/Benefit
s
Align strategic goals
with actions and empower
metrics owners to proactively impact their
business.
Build a performance
framework which allows
the employees to deliver on
goals short and long term.

Empower business

Drive productivity
owners through and
throughout the
integrated and flexible BI

organization and

measure corporate
solution.
competitive
advantage.
This solution presents all users with one version of the truth. And what's even more important is that, with a single
version of the truth, youve got everyone in the organization working towards a common goal. - Ron Van Zanten,
Business Intelligence Officer, PREMIER Bankcard

Click here for case study

Expedia
Customer
Challenge

Solution

Customer
Results/Benefit
s

Measure and improve

key strategic goals and

Enterprise Class software and

hardware
drive cross-company

Rapid Development of BI
initiatives based on one
solutions
common version of the

Ease of integration with 3rd

truth.
party tools and workflow and
portals
Improve corporate
Empower line of
agility and competitive
business managers to
Enterprise Class Toolset
advantage by providing
make faster decisions

Microsoft Office Business

by providing them with
aligned and actionable
Scorecard Manager 2005
pro-active and aligned

insight to relevant decision

Microsoft SQL Server 2000 and
business insights.
2005
makers.

Microsoft Office SharePoint Portal

Empower business
Server 2003
Build a solution on a

flexible and scalable BI

Microsoft Office Suite 2003
owners to take action

platform and lower

Microsoft SQL Server Analysis and
through integrated and
Reporting Services
change management cost
powerful
Weand
wanted
the right people to see problems immediately so they could rectify them before
theyend-user
became a huge
time.
applications.
liability. Laura Gibbons, Manager/Black Belt, Customer Satisfaction & Six Sigma , Expedia, Inc
Focus on the right
metrics for customer
satisfaction, acquisition
and retention in order to
drive corporate
performance with the right
initiatives.

Click here for case study

Enterprise BI vision

Skanska U.S.A.
Customer
Challenge
Need for an integrated
scorecarding
application that would
address the needs of
multiple user types
throughout a very
distributed environment.
Deployment required a
sophisticated yet
flexible BI solution that
would adapt to corporate
business practices.

Solution
Enterprise BI vision

Enterprise Class software and

hardware
Rapid Development of BI
solutions
Ease of integration with 3rd
party tools and workflow and
portals

Enterprise Class Toolset

Microsoft Office Business

Scorecard Manager 2005
Microsoft SQL Server 2000 and
2005
Microsoft Office SharePoint Portal
Server 2003
Microsoft Office Suite 2003
Microsoft SQL Server Analysis and
Reporting Services

Customer
Results/Benefit
s
Performance
management became
part of the company
DNA by integrating
scorecards in employees
daily routine.
Alignment between
strategic goals and the
companys distributed
employees objectives.

Democratization of

Build a solution on a
performance
reliable and scalable BI

management making
platform while lowering

change management cost

insight pervasively
and time.
through
office
The challenge is that our organization is very mobile, very virtual and you never knowavailable
where people
are going
to be
applications.
online or offline - Allen Emerick, Director of IT, Applications and Integration, Skanska USA

Click here for case study

Development Bank of Southern Africa

Customer
Challenge
Communicate corporate
strategic goals using
consistent and actionable
metrics all employees
could relate to.
Drive user adoption by
turning metrics into
actions and making
performance management
tasks part of their daily
life.

Solution
Enterprise BI vision

Enterprise Class software and

hardware
Rapid Development of BI
solutions
Ease of integration with 3rd
party tools and workflow and
portals

Enterprise Class Toolset

Microsoft Office Business

Scorecard Manager 2005
Microsoft SQL Server 2005
Microsoft Office SharePoint Portal
Server 2003
Microsoft Office Suite 2003
Microsoft SQL Server Analysis and
Reporting Services

Customer
Results/Benefit
s
Performance
management made easy
by aligning multiple
workflows and information
sharing initiatives into a
common set of scorecards.
Create a dynamic
performance
management culture
whereby employees
improve their business by
pro-actively driving
scorecards results.

Deploy a solution on a

scalable and reliable

platform which could

support a wide array of

information analysis
We requirements.
see our automated scorecarding solution as being a critical communication tool for our strategy. Everyone gets a
consistent view of the organization. And just as importantly, this consistent view will tie scorecarding results to relevant
documents such as policy papers or PowerPoint presentations. Dave Evans - DBSA senior strategic planner.
Click here for case study
Click here for the video

Israeli Police Force

Customer
Challenge
Communicate corporate
objectives and results
broadly and consistently
to employees, the public, the
media and politicians.
Turn data into actionable
insights that was aligned
with the organizations goals
and drive efficiencies
through the police.
Build on top of a solution
that officers would adopt
quickly for its userfriendliness and strong end
user applications integration.

Customer
Results/Benefit
s

Solution
Enterprise BI vision

Enterprise Class software and

hardware
Rapid Development of BI
solutions
Ease of integration with 3rd
party tools and workflow and
portals

Enterprise Class Toolset

A performance
management solution
which enables employees to
measure, monitor and drive
key initiatives throughout the
entire organization.
Pro-action, focus and
ownership driven to police
units so they know when to
take action.

Microsoft Office Business

Scorecard Manager 2005
Microsoft SQL Server 2000 and
2005

Microsoft Office SharePoint Portal

Server 2003
Microsoft Office Suite 2003
Microsoft SQL Server Analysis and
Reporting
that
wasntServices
intimidating for our officers to

Efficiencies driven thru

integration of multiple data

sources into one common

framework for performance.

We sought a powerful, yet user-friendly tool
use. A system that could
automatically link information from a wide range of data sources across the state. A solution that offered us all the flexibility
we needed to adapt to any changes we may need to consider in the future. Chief Superintendent Gilboa, Israel Police.

Click here for case study

External Resources
Intro BSM demo
Customer Case Studies
Customer Video
Press Coverage
Analyst Research
Data Sheets
Technical Whitepapers
Business Whitepapers
Deployment considerations
Click-by-click installation guide
Business Scorecard Manager 2005 website @ http://www.microsoft.com/office/bsm

Training Kit
Introduction
BSM Builder Fundamentals
BSM Builder Advanced
Report Views
Scorecard Views
Deploying Scorecards to SharePoint SQL Reporting Services
BSM Server & Security
Extensibility

Demo

Additional slides

Scorecards
Scorecards are:

Expression and visualization of a

strategy
Entry point to analysis for most
business users
Reduces the risk of providing raw
data or data in large volumes

Microsoft Scorecards are:

Portable
Re-usable
Flexible, Easy to use
Integrated

Scorecards vs. KPIs

Indicators by themselves dont tell you how to win the race

Can you tell me if you will win the race if:

You can tell how much gas you have?
Gas gauge

You can tell how fast you are going?

You tell how far you have to go?

Speedometer

Mileage
counter

Its the combination of the answers to these questions that will allow you to answer
the original question.
The individual answers are kpis.
The combination of the answers is the scorecard.

KPIs are everywhere

Win by balancing perspectives and maximizing corporate impact.

Scorecards need to be:

Easy to understand and relevant (contextual and actionable)
Easy to communicate (portable and re-usable)
Aligned and owned (managed and auditable)

Margins
Acquire
customers

Satisfy
customers

Retain
customers

Revenue

Spend

We give customers choices

If you customer needs to do email today, they could chose any of the following solutions

Hotmail

Outlook Express

Outlook Pro

Send and receive email

Yes

Yes

Yes

Manage contacts

Yes

Yes

Yes

Manage calendar
activities

Yes

Yes

Yes

Does it mean, they will use Hotmail for everything? No

Does it mean you should try and sell Hotmail for everything? Maybe the choice depends on two things:
what the customer needs
what are core product strengths can best address the customer needs.

Build, Consume, Manage

If you customer needs to do email today, they could chose any of the following solutions

Build

BSM

SPS

SQL Server

Excel

High

Low

Low

High

High

Medium

Low

High

High

Low

High

Low

Offline/Online building capability

Reusable kpi definitions
Scorecard built by business users
Ability to write back kpi definitions to SQL 2005

Consume
Offline/Online end-user experience
Aligned view of business thru strategy maps
Every Kpis is owned by individual or group
Context-driven kpis, scorecards and annotations

Manage and Administrate

Versioning of kpi, targets, scorecards, indicators
Global audit reporting capabilities
Allow business users to revert to previous versions
Column, cell, row data and metadata value alerting

Microsoft Business Intelligence

End user
tools

Business
Platform

Technical
Platform

Personal
Analytics
(Excel)

Portals
(SharePoint)

Report
(SSRS)

Corporate Performance Management

(Business Scorecard Manager)

Integrate
(SSIS)

Analyze
(SSAS)
Data Warehouse
(SQL RDBMS)

Report
(SSRS)

Pricing Info
Production Licenses

Prices

Comments

Business Scorecard Manager

2005 CAL

$175 per device or per user

A CAL is required for every user or device

that accesses the server.

Business Scorecard Manager

2005 Server License

$4,999 US per server

Each server on which Business Scorecard

Manager 2005 is deployed requires a
license

Business Scorecard Manager

2005 External Connector License

$30,000 US per server

The External Connector License enables

an unlimited number of non-employees to
access Business Scorecard Manager 2005
without any technical limitations or
restrictions. This license may be obtained
for every server that provides services to
non-employees. A non-employee is a
person who is not an employee, or similar
personnel of the company or its affiliates,
not any individual to whom you provide
hosted services using the server software.

External links
BSM pricing information
Volume Licensing