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Improving Your BusinessWith

Cooperation & Insight

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Definitions

• Cooperation = Collaborationworking together for a common purpose or benefit.

synonym - collaboration

• Insight = Intelligenceapprehending the true nature of a thing

synonym - intelligence

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Usual Cooperation Scenario

• A Group of People– May be geographically dispersed– May be in different organizations– Collaborating on information – Lots of communications choices

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Outlook

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What Does This Look Like

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SharePoint Services

• Windows SharePoint Services 3.0Free

•Office SharePoint Server - MOSSA server product (Exchange, SQL)Two editions – Standard & Enterprise

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SharePoint Components

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Collaboration Specifics

• Team Sites• Lists• Libraries• Document Workspaces• Meeting Workspaces• Surveys & Discussions• Wikis & Blogs• Integration with Office• Tasks & Assignments

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More on Collaboration

• Pre-defined templates – see handout• Permissions• Editing• Check Out• Workflow• Version Control• Version History• Alerts

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Collaboration

Brief

Demonstration

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Questions

Questions On Cooperation

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Usual Insight Scenario

• Groups of People– With different responsibilities– In the same organization– May be geographically dispersed– Seeking insight to make better decisions

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What Does This Look Like

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Collaboration

Brief

Demonstration

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Groups of People

Analysts5% - 10%

Information Explorers15% - 25%

Information Consumers65% - 80%

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

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

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

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Current Situation

Sales HR/PayrollAccountingOrders

` `

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Current Situation - Advanced

Sales HR/PayrollAccountingOrders

`

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Data Warehouse

Sales HR/PayrollAccountingOrders

`Date

Warehouse

``

`

EndUserTools

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Questions

People Looking for Insight

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MonitoringMonitoringDashboards, scorecards and alerts

AnalyzingAnalyzingDrill down, exception reports, root-cause analysis, multidimensional analysis

ReportingReportingDetailed operational data

Sharing standardized reports

PlanningPlanningCreate plans, models and scenarios, which are then fed back into the monitoring layer and encoded as targets and thresholds.

?

What is Business Intelligence

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Business Intelligence Elements

• Data Sources• Integration Services

– Extract – Transform – Load

• Analysis Services– OLAP Cubes

• Reporting Services– Scheduling & Delivery

• End User Tools– SharePoint – Excel

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Data Sources

Systems of Record – internal or external• Sales – Orders - Manufacturing• Accounting – General Ledger • Human Resource – Payroll - Personnel

Format might be:• Database systems – SQL, Oracle etc.• Desktop programs – Access, Excel

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Extract – Transform – Load

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Extract – Transform – Load

• Extracting Data from Operational Systems• the process of extracting data from operational systems into the

data preparation area

• Cleansing and Transforming Data• the process of cleansing and transforming data in the data

preparation area before loading the data into the data warehouse

• Loading Data into the Data Warehouse• the process of loading data into the data warehouse database

from the data preparation area

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Analysis Services

• Middle-tier server to enable analyses on large volumes of data with exceptional data-retrieval performance times

• Variety of data sources can be analyzed together

• SQL• DB2• Oracle• Access • Excel

Business Logic

Oracle

Local DBsLocal DBs

Unstructured Unstructured Data sourcesData sources

SpreadsheetsSpreadsheets

SQL Server

Access Security

= Sales, Orders, etc.

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Reporting Services

• Design reports with variety of structures

• Render reports into MS Word documents

• Display data with rich visualizations

• Scheduled delivery integrated with SharePoint

• Delivery to Who – When - How

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End User Tools

• Excel Pivot Table Service• SharePoint Services• Excel 2007

– Data Mining Add-ins

= 1,000,000 Rows

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Insight

Brief

Demonstration

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Questions

Business Intelligence

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Case Study 1

A Catholic Church CommunityGoal – Identify parishioners, the ministries they are involved in and their level of support.

Combine this with the people served by each ministry and ministry alignment with parish mission and objective.

Process – Extract information from parish line of business application; including family/parishioner identification and ministry involvement as supporter or beneficiary. This was combined with the family/parishioner level of support parish wide in terms of time, talent and treasure.

Tools used included SQL Server, Analysis Services, Reporting Services and Excel.

Result - A clearer and more informed understanding of who is being served, who is serving them, and how the served and the servers are participating in the overall life of the parish.

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Case Study 2

A Professional Services FirmGoals – Improve the post engagement analysis of work performed for clients. Determine

the level of actual expense and realization versus forecasted revenue and expense.

Process – Extract information from the firm’s Time & Billing application by individual; combine this data with HR & Payroll data from an external provider, in addition to Invoice data and Revenue Forecast data from in-house applications.

Tools used included SQL Server, Analysis Services, Reporting Services and Excel.

Result - A significantly better insight into “real” time and dollar performance on an engagement. This has resulted in better forecasting, increased client satisfaction and insight into the potential cost/revenue dynamics of an opportunity.

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Improving Your BusinessWith

Cooperation & Insight

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Thank you

770-926-5030 (office)

gwartes@rosebudtech.com

www.rosebudtech.com

http://blogs.rosebudtech.com