Microsoft Business Intelligence

Jeff RaikesPresident, Microsoft Business Division

June 6, 2005

Lewis LevinCorporate Vice President,Office Business Applications

Not pervasiveNot pervasive

Must evolve to Must evolve to meet today’s meet today’s

needsneeds

Rationalization Rationalization occurringoccurring

Our Perspective On BI MarketMarket In Transition

What We Are Doing About ItApproach And Achievements

Aligned our BI product strategyOne product line from Microsoft that works seamlessly together

Easy to use, deploy and manage

Invested in new BI product capabilitiesExtended SQL Server 2005 BI platform leadership

Announced Office 2007 comprehensive BI capabilities

Extending into Performance ManagementReleased Business Scorecard Manager 2005Completed ProClarity acquisitionToday’s Office PerformancePoint Server 2007 announcement

Unified BI sales and marketing across Microsoft

Increased partner focusMajor System Integrators

BI specialist firms

Add value to every decisionAdd value to every decision

Increase the business Increase the business performance of organizationsperformance of organizations

Bring BI into collaboration and Bring BI into collaboration and business process business process

Improving organizations Improving organizations by providing business by providing business insights to insights to allall employees employees leading to better, faster, leading to better, faster, more relevant decisionsmore relevant decisions

Microsoft Business IntelligenceVision And Strategy

Portal and Collaboration: Portal and Collaboration: SharePoint 2007SharePoint 2007

Scorecarding, Analytics and Planning:Scorecarding, Analytics and Planning:PerformancePoint 2007PerformancePoint 2007

End-user analysis:End-user analysis:Excel 2007Excel 2007

BIBIPlatformPlatform

Performance Mgt.Performance Mgt.ApplicationsApplications

End-userEnd-userToolsTools

Microsoft Business IntelligenceA Complete Solution

Integration:Integration:SQL 2005 ISSQL 2005 IS

Analysis:Analysis:SQL 2005 ASSQL 2005 AS

Reporting:Reporting:SQL 2005 RSSQL 2005 RS

Data Warehouse:Data Warehouse:(SQL 2005 RDBMS)(SQL 2005 RDBMS)

Lewis LevinCorporate Vice President,Office Business Applications

Performance Management (PM)

PM has the potential to transform how people

Understand what is happening in the business

Effectively plan for what they want to happen

Improve business performance

However, customer needs are still unmetFragmented with functionality across multiple tools

Difficult for information workers to use

Narrowly deployed in departmental silos

Rigid and unable to change with the business

Too costly for broad deployment

Why is it important?

PerformancePointPervasive Performance Management

Built on theMicrosoft BI

platform

Flexible designto handle real-worldbusiness complexity

Completeand integratedPM application

Reaches all business users &

delivers in familiar office tools

Enhances therelationship

betweenthe business and IT

Single Data Model

Complete and Integrated Performance Management Application

Analysis & ReportingAnalysis & ReportingPlanning, Budgeting, Planning, Budgeting,

Forecasting & ConsolidationForecasting & Consolidation

Report

Scorecard

Analyze

Forecast

Plan

What happened?

What is happening?

Why?

What will happen?

What do I want to happen?

Enhances the Relationship Between the Business and IT

Business users manage the applicationRules – e.g. allocations, business relationships, alerts

Workflows – e.g. planning and forecasting cycles

Content – e.g. accounts, business views, roll-ups

IT centrally manages security and informationIncreased business flexibility, declarative model-based applications, and reduced development time

Reaches All Business Users

Full Office experience

Complete perspective across all functions

Easy to personalize scorecards, analytics, plans

Priced for broad deployment

Deliver PM In The Office Tools People Know

Finance SalesOperations HR

SharePoint Outlook Excel

Account

Entity

Scenario

Time

Product

Approver

Analyst 1

Analyst 2

Account

Entity

Scenario

Time

Product

Approver

Analyst 1

Analyst 2

Handles Real-world ComplexityIncreased Flexibility with Synchronization

Account

Entity

Scenario

Time

Approver

Analyst 1

Analyst 2

CORPORATE

BUSINESS UNITS ANDDEPARTMENTS

EnablesDivisional/product view of your businessPersonalized processes to manage your performance

EnsuresSynchronized plans, metrics and scorecardsCross-functional alignment – up, down, and across the business

Account

Entity

Scenario

Time

Product

Approver

Analyst 1

Analyst 2

Depts.

Built on the Microsoft BI PlatformSQL Server BI platform designed for the Enterprise

Mission critical scale and performance#1 OLAP server in the marketIntegrated Data Integration, Enterprise Reporting and Ad-hoc analysis

End-user capabilities built into MS Office 2007

Excel for end-user data access and analysisSharePoint for comprehensive portal and collaboration solutions with built in BI capabilitiesMakes BI accessible and pervasive

Product Roadmap

PerformancePointServer 2007

Sco

reca

rds

An

alyt

ics

Pla

nn

ing

Today Mid CY07

ProClarity, BSM, and “Biz #” Become One

ProClarityAnalytics

Server

“Biz#”

November 06

BusinessScorecardManager

2005

“Biz#”Beta

ProClarity And Business Scorecard Manager CustomersBoth products

Are available for sale today from MicrosoftContinue in PerformancePoint – investments are protectedDirect upgrade with Software Assurance to same functionality in PerformancePoint 2007

ProClarity specificsFocus on Office 2007 for web and client access to ProClarity analyticsDetailed functional roadmap available in 3 months

PerformancePoint and Dynamics

PerformancePoint Server will be Dynamics’ integrated PM application

Expands the Dynamics use of Microsoft BI

Tailored to Dynamics customers’ needs

Available from Dynamics channel partners

Partner Momentum

Community of 500+ partners across more than 65 countries

Over 4,000 people trained to deliver and support products globally

More than 100 partner solutions across 12 different industries

Support from top industry partners

Product Demonstration

Demo - Adventureworks

WayneCorporate FPA

•Owns corporate plans, budgets, and forecasts

•Expert Excel user•Needs consistent business rules and data

MaryVP of Operations

•Reviews results•Approves plans•Often needs further analysis of details

CarolynBusiness Unit Finance

•Responsible for Ski Resort BU financial management

•Needs to support local management & corporate needs

Demo - Adventureworks

WayneCorporate FPA

•Owns corporate plans, budgets, and forecasts

•Expert Excel user•Needs consistent business rules and data

MaryVP of Operations

•Reviews results•Approves plans•Often needs further analysis of details

CarolynBusiness Unit Finance

•Responsible for Ski Resort BU financial management

•Needs to support local management & corporate needs

Demo - Adventureworks

WayneCorporate FPA

•Owns corporate plans, budgets, and forecasts

•Expert Excel user•Needs consistent business rules and data

MaryVP of Operations

•Reviews results•Approves plans•Often needs further analysis of details

CarolynBusiness Unit Finance

•Responsible for Ski Resort BU financial management

•Needs to support local management & corporate needs

Customer – Combe, Inc.

CompanyFounded in 1949, Combe, Inc. markets several leading brands of consumer personal care products in 64 countries including Just For Men, Odor Eaters, Cepacol and Lanacane

Business ChallengeImprove financial performance through effective management of revenues and global supply chain inventories and expenses

Use of PerformancePoint ServerForecast and analysis of revenue and expensesAnalysis of manufacturing plant through-put and fulfillment ratesImproved planning and forecasting with integration of syndicated data

Why PerformancePoint ServerVision: see this as an extension of our investment in Microsoft BIEasier to use: Users already understand Office environment and Excel Less expensive to deploy: Builds on existing SQL Server infrastructure

Tim Case, CIO & SVP Information Mgmt.

Customer - Microsoft

Business Challenge7 distinct tools for the planning cycleMultiple matrix organizational structuresInconsistent data taxonomy and security

Use of PerformancePoint ServerToday – Global forecast of revenueFuture – Single planning application

Why PerformancePoint ServerSupport for multiple processes (e.g. forecast and budget ) in a single implementationSupport for multiple layers of processes (e.g. subsidiary versus corporate forecast) in a single implementationChange management is controlled by the business

Summary – PerformancePoint

Extends Microsoft’s investment in BIDelivers pervasive Performance Management

Complete and integrated application

Enhances the relationship between the business and IT

Reaches users across all departments

Flexible for real-world business complexity

Built on the Microsoft BI platform

Call to actionStart today with Business Scorecard Manager 2005 and ProClarity 6.1

Sign-up for the PerformancePoint Beta on Microsoft.com

Question & Answer

Copyright ©2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.