Andrew FryerMicrosoft UK

BITools and techniques that support better decision makingTurns data into insight

Performance Management:Process to set objectives and plansExpressed as goals, plans, metrics & KPIsUses Rules and WorkflowsIs Organisation aware.

90% of organisations fail to execute their strategies successfully95% of a typical workforce doesn’t understand how the organisational goals relate to their job.86% of teams spend less than one hour a month discussing strategy60% of organisations don’t link their strategies to plans and budgets

Source: Palladium Group/BSCOL

Historical (& current)ConsistentIntegratedIn the user’s model

ERPERP CRMCRM 3Pty3PtySCMSCM

Reporting Analyzing Forecasting Planning

For salesFor salesOperationalOperationalFinancial Financial Statutory Statutory

Performance Performance management management Business Activity Business Activity MonitoringMonitoringSales analysisSales analysisCampaign, Promotion Campaign, Promotion analysisanalysisHR analysisHR analysisProduct mixProduct mixRisk analysisRisk analysisSensitivity analysisSensitivity analysis

Volume and Sales Volume and Sales forecastingforecastingRates simulationRates simulationCurrency HedgingCurrency HedgingStock portfolio Stock portfolio managementmanagementStore/ATM Store/ATM placementplacementPromotion Promotion forecastingforecastingSupermarket Supermarket queuingqueuing

RoutingRoutingReorg simulationReorg simulationBudgeting Budgeting New Product New Product launch planning …launch planning …

What happened?

What is happening?

Why?

What will happen?

What do I want to happen?

Central RepositoryDesigned & optimised for ReportingComprises Dimensions and FactsStar SchemaBuilt in modular form from Data Marts

Used by everyone in the businessWeb based deliverySome interactionFilters, sort, export to file & Excel

Can be run direct from source systems to support operations

Based on work by Norton & KaplanTop Down approachPerformance should relate to rewards

On-Line Analytical Processing (OLAP)Traditionally specialised useMulti-Dimensional or RelationalDimensions understand hierarchiese.g. Year-quarter-week

Contain semi-additive & non-additive factse.g. Closing balance, profit margin %

Invariably Excel basedTraditionally finance focusedConsolidation across enterpriseShould feed back into the reports & analysis

Traditionally Highly SpecialisedUsed for:

Basket AnalysisCustomer segmentation

Three stage process:Model built in on sample dataTested on Test dataDeployed on Live Data

Applications & Analytical

Clients

Applications & Analytical

Clients

ToolsTools

PlatformPlatform

Compelling business needStrong business sponsorGood business / IT relationshipCulture of analysisInfrastructure