business performance management on the microsoft business intelligence platform grant paisley sql...

Business Performance Business Performance Management on the Microsoft Management on the Microsoft Business Intelligence Platform Business Intelligence Platform

Grant PaisleyGrant PaisleySQL MVPSQL MVPAngry KoalaAngry Koalahttp://ak.com.auhttp://ak.com.augrant @ angrykoala.com.augrant @ angrykoala.com.au

New Zealand Army.wmv

BI315

AgendaAgenda

OverviewOverview

User ExperienceUser Experience

ArchitectureArchitecture

Business Scorecard ManagerBusiness Scorecard Manager

Extend and IntegrateExtend and Integrate

Business Business Performance Performance ManagementManagement

Who is it for? Who is it for?

What is a scorecard?What is a scorecard?

How do I build one?How do I build one?

Who is it for?Who is it for?

Changing the paradigmChanging the paradigmScorecarding for the massesScorecarding for the masses

Business AnalystsBusiness AnalystsA system of recording for business definitionsA system of recording for business definitions

Empowering KPI and scorecard designerEmpowering KPI and scorecard designer

Auditing, versioning, and reversion capabilitiesAuditing, versioning, and reversion capabilities

Business Decision MakersBusiness Decision MakersAccess to multiple data sources for exception reportingAccess to multiple data sources for exception reporting

Deep analysis in contextDeep analysis in context

Integrated collaboration environmentIntegrated collaboration environment

Alerting on changes in dataAlerting on changes in data

IT AdministratorsIT AdministratorsCentrally managed, scalable BI platformCentrally managed, scalable BI platform

Better partnership with business users in scorecard and Better partnership with business users in scorecard and KPI authoringKPI authoring

What BPM customers want from scorecards What BPM customers want from scorecards

What is a Scorecard?What is a Scorecard?

Three things…Three things…

KeyKey

FOSHFOSH

GlueGlue

““You can’t manage what You can’t manage what you can’t measure. You you can’t measure. You can’t measure what you can’t measure what you

can’t describe”can’t describe”

Robert Kaplan and David NortonRobert Kaplan and David Norton Authors of “The Balanced Scorecard”Authors of “The Balanced Scorecard”

Measuring Strategic PerformanceMeasuring Strategic Performance

What are Scorecard Terms?What are Scorecard Terms?

What is the What is the strategy strategy trying to trying to achieve?achieve?

How will the How will the performance of performance of the objectives the objectives be monitored?be monitored?

What What performance performance

level is level is required?required?

Increase customerconfidence in

our advice

% of customers surveyed who rate

us as their topsource of advice

65% #190% #1 or #2

Objectives KPIs Targets

Perspectives?Perspectives?

Financial… financially, how should we appear to our

stakeholders?

• Return on Assets• Cash flow• Project Profitability• Sales Forecasts• …

Financial Indicators

Sales… in our vision, how should we appear to our

customers?

• Customer Survey• Customer Ranking• Market Share• On-time delivery• …

Customer Indicators

Operational Excellence…with customers and shareholders, what business

processes must we excel at?

• Time spent with prospective customers• Tender success rate• Safety/Accident rate• Length of project lifecycle• …

Internal Business Indicators

Human Resources…in our vision, how will we sustain our ability to

change and improve?

• % revenue from new products/services• Staff attitude survey• Number of employee suggestions • Cycle time• …

Innovation and Learning Indicators

The FOSH Metrics

What is Scorecard ?What is Scorecard ?

Customer“How should we appear to our customers?”

Internal Business Process“What business processes must we excel at?”

Financial“How should we appear to our stakeholders?”

Innovation and Growth“How will we sustain our ability to change and improve?”

PerspectivesPerspectives

Performance Performance ManagementManagement

InitiativesInitiativesObjectivesObjectives ObjectivesObjectives ObjectivesObjectives

ObjectivesObjectives ObjectivesObjectives ObjectivesObjectives



Performance Performance MeasurementMeasurement

KPI 1KPI 1KPI 2KPI 2




KPI’sKPI’s

Accountabilit

y

Accountabilit

y

What is Scorecard ?What is Scorecard ?

Customer“How should we appear to our customers?”

Internal Business Process“What business processes must we excel at?”

Financial“How should we appear to our stakeholders?”

Innovation and Growth“How will we sustain our ability to change and improve?”

PerspectivesPerspectives

Performance Performance ManagementManagement

InitiativesInitiativesObjectivesObjectives ObjectivesObjectives ObjectivesObjectives




Performance Performance MeasurementMeasurement





KPI’sKPI’s

Accountabilit

y

Accountabilit

y

Collaboration & Collaboration & FeedbackFeedback

Business Scorecard ManagerBusiness Scorecard ManagerBSMBSM

BSM Product Summary BSM Product Summary

Advanced KPI and Scorecard Authoring and Advanced KPI and Scorecard Authoring and ManagementManagement

Cascading of metrics across organizationsCascading of metrics across organizations

Sourcing of metrics from multiple data sourcesSourcing of metrics from multiple data sources

Multiple targets (plan, budget forecast) to compare Multiple targets (plan, budget forecast) to compare and contrast performanceand contrast performance

BSM Product Summary BSM Product Summary

Dashboard functionalityDashboard functionalityCharts, graphs, spreadsheets and pivot tables driven Charts, graphs, spreadsheets and pivot tables driven by data from Scorecards and KPIsby data from Scorecards and KPIs

Analyze, interact with, drilldown into and annotate Analyze, interact with, drilldown into and annotate data in the context of consistent business data in the context of consistent business definitionsdefinitions

Scorecards and reports move in concert as a user Scorecards and reports move in concert as a user drills down for detailed analysisdrills down for detailed analysis

Business ScorecardBusiness ScorecardManager 2005 – User ViewManager 2005 – User View

ArchitectureArchitecture

PortalPortal(SPS)(SPS)

Integrated OfferingIntegrated Offering

OfficeOffice

SQLSQL

Data WarehouseData Warehouse(SQL RDBMS)(SQL RDBMS)

IntegrateIntegrate(SSIS)(SSIS)

AnalyzeAnalyze(SSAS)(SSAS)

ReportReport(SSRS)(SSRS)

Business ScorecardingBusiness Scorecarding(BSM)(BSM)

End-user AnalysisEnd-user Analysis(Excel)(Excel)

BIBIPlatformPlatform

AnalyticAnalyticApplicationsApplications

End-userEnd-userToolsTools

BIBIPlatformPlatform

Data WarehouseData Warehouse(SQL RDBMS)(SQL RDBMS)

IntegrateIntegrate(SSIS)(SSIS)

AnalyzeAnalyze(SSAS)(SSAS)

ReportReport(SSRS)(SSRS)

PortalPortal(Office Server)(Office Server)

Business ScorecardingBusiness Scorecarding(BSM)(BSM)

End-user AnalysisEnd-user Analysis(Excel)(Excel)

AnalyticAnalyticApplicationsApplications

End-userEnd-userToolsTools

Microsoft BI OfferingMicrosoft BI Offering

Leading Vendor in OLAP Leading Vendor in OLAP for 3 consecutive yearsfor 3 consecutive years

More than 160K copies of More than 160K copies of SQL Server 2000 Reporting SQL Server 2000 Reporting Services installedServices installed

Integrate (ETL)Integrate (ETL)Analyze (OLAP Analyze (OLAP and Data Mining)and Data Mining)Report (Reports Report (Reports and and Notifications)Notifications)

Over 100,000 Over 100,000 Downloads for Excel Downloads for Excel Add-in and the Business Add-in and the Business ScorecardScorecard

Analyze (Excel)Analyze (Excel)Collaborate (BI Collaborate (BI Portal)Portal)Manage (KPIs, Manage (KPIs, Scorecard)Scorecard)

BSM ArchitectureBSM Architecture

ScorecardScorecardBuilderBuilder

DataDataSources Sources

EditorEditor

Scorecard Scorecard BuilderBuilder

Scorecard and Scorecard and Viewer WebpartsViewer Webparts

Engine natively Engine natively supports multiple supports multiple

data sourcesdata sources

Scorecards are created in a Scorecards are created in a business user-focused business user-focused WinForms UIWinForms UI

Webparts provide rich, integrated Webparts provide rich, integrated analysis experience leveraging key analysis experience leveraging key

Microsoft technologiesMicrosoft technologies

ScorecardsScorecardsSharePoint ExperienceSharePoint Experience

Metadata schema Metadata schema offers extensible offers extensible

KPI and KPI and scorecard scorecard

definitions definitions

Scorecard ApplicationScorecard Application

Source SystemsSource SystemsSQL Server 2000SQL Server 2000SQL Server 2005SQL Server 2005

ScorecardScorecardMetadata DBMetadata DB

CubesCubesSQL Server 2000SQL Server 2000SQL Server 2005SQL Server 2005

ODBCODBC

BSM KPI DefinitionBSM KPI Definition

KPIKPIA set of data source mappings, business logic and A set of data source mappings, business logic and application metadata representing a business metricapplication metadata representing a business metric

KPI Targets (sub-ordinate to KPI)KPI Targets (sub-ordinate to KPI)A target with which the actual of a KPI is compared and A target with which the actual of a KPI is compared and contrastedcontrasted

KPI Report View (sub-ordinate to KPI)KPI Report View (sub-ordinate to KPI)A supporting report stored with a KPI, can be serialized A supporting report stored with a KPI, can be serialized OWC component, parameterized URL or SQL ReportOWC component, parameterized URL or SQL Report

Indicator SetIndicator SetA set of icons, display text and background and text colors A set of icons, display text and background and text colors associated with a KPI Targetassociated with a KPI Target

Data SourceData SourceA container for a fixed value or connection information to A container for a fixed value or connection information to an ODBC or ADOMD.NET data sourcean ODBC or ADOMD.NET data source

BSM Scorecards DefinitionBSM Scorecards Definition

ScorecardScorecardA hierarchy of KPIs and Objectives plus application A hierarchy of KPIs and Objectives plus application metadata metadata

Objectives (sub-ordinate to Scorecard)Objectives (sub-ordinate to Scorecard)A grouping of KPIs and/or Objectives that exists in the A grouping of KPIs and/or Objectives that exists in the context of a Scorecardcontext of a Scorecard

Configured View (sub-ordinate to Scorecard)Configured View (sub-ordinate to Scorecard)A view of a scorecard hierarchy with rendering A view of a scorecard hierarchy with rendering specifications (e.g. headers, new labels, fonts sizes, etc.)specifications (e.g. headers, new labels, fonts sizes, etc.)

Scorecard Report View (sub-ordinate to Scorecard)Scorecard Report View (sub-ordinate to Scorecard)A supporting report stored with a Scorecard, can be A supporting report stored with a Scorecard, can be serialized OWC component, parameterized URL or serialized OWC component, parameterized URL or SQL ReportSQL Report

AnnotationsAnnotations

Multi-dimensional commentsMulti-dimensional comments

Specific to a ScorecardSpecific to a Scorecard

Read permissions on a scorecard allows Read permissions on a scorecard allows users to write commentsusers to write comments

Annotations are insensitive to slice Annotations are insensitive to slice orderingordering

ExtensibilityExtensibilityThe Annotation web service APIs:The Annotation web service APIs:1.1. Create, Read, Update and Delete AnnotationsCreate, Read, Update and Delete Annotations

2.2. Trim Annotations (by Scorecard, by KPI, by Trim Annotations (by Scorecard, by KPI, by Owner and by Last Updated Time).Owner and by Last Updated Time).

System Components System Components Clients and serverClients and server

Dashboard Dashboard ClientsClients

Scorecard Scorecard ServerServer

Internet Explorer Internet Explorer 5.5+5.5+

Office Web Office Web Components 2003Components 2003

Legend: Scorecard ComponentLegend: Scorecard ComponentScorecard DependencyScorecard Dependency

Scorecard Light-upScorecard Light-up

Authoring Authoring ClientsClients

Windows XP, SP2+Windows XP, SP2+

Office Web Office Web Components 2003Components 2003

Scorecard BuilderScorecard Builder

Scorecards DLLScorecards DLL

Scorecards Scorecards DatabaseDatabase

Scorecard Web PartsScorecard Web Parts

Web ServiceWeb Service

SSRS Export SSRS Export (optional)(optional)

SSNS Alerts SSNS Alerts (optional)(optional)

Windows Server 2003, Windows Server 2003, SP1+SP1+

SPS / WSSSPS / WSS

SSASSSAS

SSRSSSRS

SSRS DatabaseSSRS Database

SSNS Client + EngineSSNS Client + Engine

SSNS DatabaseSSNS Database

Multi-Dimensional ScorecardsMulti-Dimensional ScorecardsScorecards for deep analysis in contextScorecards for deep analysis in context

Multi-Dimensional ScorecardsMulti-Dimensional ScorecardsScorecards for deep analysis in contextScorecards for deep analysis in context

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licat

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Data SourceData Source

By Time + By Time + GeoGeo By ProductBy Product

Worldwide Sales CubeWorldwide Sales Cube

Canadian Consumer Canadian Consumer Goods P&L ScorecardGoods P&L Scorecard

Units Sold (Canadian Units Sold (Canadian Consumers Goods)Consumers Goods)

Average Discount Average Discount (Canadian Consumer (Canadian Consumer

Goods)Goods)

Configured ViewsConfigured Views

ScorecardScorecard

BSM KPIsBSM KPIs

Multi-Data Source ScorecardsMulti-Data Source Scorecards”Launch Pad” Scorecards for exception reporting”Launch Pad” Scorecards for exception reporting

Da

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Ap

plic

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La

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Da

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Ap

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La

yer

Configured ViewsConfigured Views

ScorecardScorecard

BSM KPIsBSM KPIs

Data Source Data Source

vs. Plan vs. Plan TargetsTargets

vs. Stretch vs. Stretch TargetsTargets

Canadian SubsidiaryCanadian Subsidiary ScorecardScorecard

Worldwide Sales CubeWorldwide Sales CubeAS2K5AS2K5

Ontario Advertising Ontario Advertising Campaign CubeCampaign Cube

AS2KAS2K

Excel Excel SpreadsheetSpreadsheet

Units SoldUnits Sold Toronto Pipeline Toronto Pipeline OpportunitiesOpportunities

Ontario Ontario Advertising Advertising

ExpenseExpense

Multi-Data Source ScorecardsMulti-Data Source Scorecards“Launch Pad” Scorecards for exception reporting“Launch Pad” Scorecards for exception reporting

Business Scorecard Manager Business Scorecard Manager 2005 - Under the covers2005 - Under the covers


Parameter PassingParameter Passing

Report View Plug-in ArchitectureReport View Plug-in Architecture

Web Service APIsWeb Service APIs

SQL ServerSQL ServerReporting ServicesReporting Services

Data MiningData Mining

Notification ServicesNotification Services

Passing Parameters to a Web PagePassing Parameters to a Web Page

Query string parameters:Query string parameters:Scorecard IDScorecard ID

Scorecard View IDScorecard View ID

Active Page filtersActive Page filters

Selected cell’s:Selected cell’s:row dimension slicesrow dimension slices

column dimension slicescolumn dimension slices

Objective (KPI Group ID)Objective (KPI Group ID)

Actual / target (KPI Measure ID)Actual / target (KPI Measure ID)

Sample web page codeSample web page code

• The webpage parses the query string and extracts all the The webpage parses the query string and extracts all the filtering valuesfiltering values

ASP.NET Page

Add the Webpage as a Report ViewAdd the Webpage as a Report View

• Add a new Report View for a Scorecard or KPIAdd a new Report View for a Scorecard or KPI

• Report view type is WebpageReport view type is Webpage

• URL points to the new page that parses the page filtersURL points to the new page that parses the page filters

• Check the Append page filters checkboxCheck the Append page filters checkbox

• Deploy the scorecard to a Share point siteDeploy the scorecard to a Share point site

Business Scorecard Builder


Custom report view types can added to the Custom report view types can added to the available types of report viewsavailable types of report views


3rd party defined controls


3rd party defined WebControl

Web Service APIWeb Service API

Create, Update, and Delete methods for Create, Update, and Delete methods for primary elements:primary elements:

ScorecardsScorecards

KPIsKPIs

Data SourcesData Sources

IndicatorsIndicators

AlertsAlerts


View GenerationView Generation


AlertsAlerts

Integration with Data Mining ServicesIntegration with Data Mining Services

12

1.1. The trained “Time Series” mining model is applied on the KPI The trained “Time Series” mining model is applied on the KPI value and a dataset containing the forecasted values is value and a dataset containing the forecasted values is returnedreturned

2.2. The Report View WebPart contains a ASP.NET page displaying The Report View WebPart contains a ASP.NET page displaying the resulting setthe resulting set

Sample: Integration with SQL Data Mining Sample: Integration with SQL Data Mining ServicesServices

ActualActual

ValueValue

Past Past ValuesValues

Predicted Future Predicted Future ValuesValues

Week of the YearWeek of the Year

KPIsKPIs

Time Series Forecasting

Integration with SQL Data Mining ServicesIntegration with SQL Data Mining Services

KPIsKPIs

SQL Server 2005SQL Server 2005

DM EngineDM Engine

TrainedTrained Mining Mining ModelsModels

Business Scorecard Manager WebPartBusiness Scorecard Manager WebPart

Scorecard Scorecard ViewView

Report Report ViewView

Business Scorecard ManagerBusiness Scorecard Manager

WE

B S

ervice

Metadata Store(SQL) ADO.NET

SOAP

TrainingTraining

PredictionPrediction

Historical DataHistorical Data

DM EngineDM Engine

12

AS2KData

Source

YukonData

SourceADOMD.NET

Time-SeriesTime-Series Mining ModelMining Model

KPI Actual + KPI Actual + Dim MappingDim Mapping+Time Intel+Time Intel

ADOMD.NETADOMD.NET

PredictedPredictedKPI TargetKPI Target

ADOMD.NETADOMD.NET

AlertsAlerts

Supports Supports scheduled, threshold-based scheduled, threshold-based alertsalerts

Editors define scorecard alerts through BuilderEditors define scorecard alerts through Builder

Readers subscribe to existing alerts and customize Readers subscribe to existing alerts and customize them through the scorecard web partthem through the scorecard web part

Alert CRUD APIs are exposed through the web Alert CRUD APIs are exposed through the web serviceservice

SQL Notification Services can be extended to SQL Notification Services can be extended to support other delivery systemssupport other delivery systems

SQL Reporting Services IntegrationSQL Reporting Services Integration

Scenario 1Scenario 1Save to File + Modify in Report DesignerSave to File + Modify in Report Designer

SQL Reporting Services IntegrationSQL Reporting Services Integration

Scenario 2Scenario 2Deploy to Report ServerDeploy to Report Server

Reporting Services IntegrationReporting Services Integration

Business Scorecard Server

Report Server

SQL Server Reporting Services 2000/2005

WE

B S

ervice

Metadata Store(SQL) ODBC

OLAPData

SourceADOMD.NET

RDL Generation

Module

Connection

Command

Data Reader

Data Processing Extension

Business Scorecard Manager

Business Scorecard Builder

UI

Module

Connection

Command

Data Reader

Report Designer

RDLSOAP

SOAP

View DataView Data

Software RequirementsSoftware Requirements

Minimum InstallMinimum InstallBSM ServerBSM Server

Windows SharePoint Services 2.0Windows SharePoint Services 2.0SQL 2000 & SP3+SQL 2000 & SP3+SQL 2000 Analysis Services & SP3+SQL 2000 Analysis Services & SP3+Windows Server 2003Windows Server 2003

BSM ClientBSM ClientWindows XP SP2+Windows XP SP2+

Recommended TechnologiesRecommended TechnologiesSQL 2005SQL 2005

Analysis Services KPIs for centralized managementAnalysis Services KPIs for centralized managementReporting Builder for ad hoc queryReporting Builder for ad hoc query

SQL 2005/2000 SQL 2005/2000 Reporting Services for exporting scorecardsReporting Services for exporting scorecardsNotification Services for data-driven alerting (Beta 2)Notification Services for data-driven alerting (Beta 2)

Office 2003Office 2003Office 2003 Web Components for advanced analysis and chartingOffice 2003 Web Components for advanced analysis and chartingVisio 2003 & Visio Viewer for strategy map presentationVisio 2003 & Visio Viewer for strategy map presentationSharePoint Portal Server 2003 for search and personalizationSharePoint Portal Server 2003 for search and personalization

SummarySummary

Business Scorecard Manager 2005Business Scorecard Manager 2005Advanced scorecard authoring and Advanced scorecard authoring and managementmanagement

Extensive dashboard functionalityExtensive dashboard functionality

Technical ArchitectureTechnical Architecture


Remember!Remember!

++++

==

Next StepsNext Steps

BSM Beta II available nowBSM Beta II available nowhttp://office.microsoft.com/en-us/http://office.microsoft.com/en-us/FX012225041033.aspxFX012225041033.aspx

RTM end of Sep 2005RTM end of Sep 2005

Visit Visit www.sqlserver.com.auwww.sqlserver.com.au

Australian SQL User GroupsAustralian SQL User Groups for SQL professionals & those who want to be.for SQL professionals & those who want to be.

Monthly Meetings

+ Great info

+ Great Contacts

+ Pizza & Beer

It’s Free !!!

• Adelaide

• Brisbane

• Canberra

• Melbourne

• Sydney

• Perth

Questions and AnswersQuestions and Answers

We invite you to participate in ourWe invite you to participate in our online evaluationonline evaluation on CommNet,on CommNet,

accessible Friday onlyaccessible Friday only

If you choose to complete the evaluation online, If you choose to complete the evaluation online, there isthere is no need to complete the paper evaluationno need to complete the paper evaluation

business performance management on the microsoft business intelligence platform grant paisley sql...

Documents

scorecard authoring

scorecard designerauditing

scorecard terms

business users

business processes

masseswhat bpm customers

performance level

user drills