Microsoft Office PerformancePoint Server 2007

Claus HovgaardSolver – Implementation Partner

Microsoft Office PerformancePoint Server 2007

Claus HovgaardSolver – Implementation Partner

Solver - Company Overview

• Corporate Performance Management

• Financial Business Intelligence

• Resource Allocation

• Planning, Budgeting & Forecasting

• Consolidations

• Reporting

• Analytics

• Management Dashboards

• Management Scorecards

• Custom application development

• www.solverusa.com

• Founded in 1996

• Providing solutions and consulting services in the area of Corporate Performance Management (CPM)

• Done many of the implementation around the world on Performance Point Server including internally at Microsoft using Alpha and Beta code

• Microsoft development partner – Gold Certified

• Serving on Microsoft’s Business Intelligence Product Advisory counsel and assisting in the development of PPS for the last three years

• On assignment from Microsoft building PPS documentation (training mtrl, white paper, case studies..........)

• Hundreds of implementations across North America and Europe

• Locations: • United States

Los Angeles, CA (head office) Seattle, WA Phoenix, AZ Boise, ID Boston, MA Atlanta, GA

• Europe Sweden Denmark UK Germany

• Domain Expertise (authors…)

Solutions & Services

Portal and CollaborationPortal and Collaboration(Office SharePoint Server 2007)(Office SharePoint Server 2007)

SQL Server 2005 SQL Server 2005 RDBMSRDBMS

IntegrationIntegrationIntegration ServicesIntegration Services

AnalysisAnalysisAnalysis ServicesAnalysis Services

ReportingReportingReporting ServicesReporting Services

End-user AnalysisEnd-user Analysis(Excel 2007)(Excel 2007)

BIBIPlatformPlatform

Performance Performance ManagementManagementApplicationsApplications

Microsoft Business IntelligenceA Complete Unified Solution

Business Business ScorecardingScorecarding

(Business Scorecard (Business Scorecard Manager 2005)Manager 2005)

Scorecards, Analytics, PlanningScorecards, Analytics, Planning(PerformancePoint Server 2007)(PerformancePoint Server 2007)

AdvancedAdvancedAnalyticsAnalytics

(ProClarity 6.2)(ProClarity 6.2)

PerformancePoint Capabilities

Analysis & ReportingAnalysis & ReportingPlanning, Budgeting, Planning, Budgeting, Forecasting & ConsolidationForecasting & Consolidation

Report

Scorecard & Dashboard

Analyze

Forecast

Plan

What happened?

What is happening?

Why?

What will happen?

What do I want to happen?

PerformancePoint Planning Components

SQL Server 2005(PPS Staging Area)

Accessability

Availability

Business User

Add-in for Excel

Corp Analyst

Business Modeler

PerformancePoint Server

Business Modeler Application Services

ERP Other

Planning Admin Console

Business Modeler

Excel Add In

Planning Applications

An application is the largest unit in PerformancePoint Server. A PerformancePoint Server application is the container for:

A tree of one root model site and any number of model subsites.

An application contains assumptions and metadata for

Pre-defined and user-defined dimensions

Forms and reports

Business model definitions

Assumption models

Permissions and security

Process management

Other metadata

Cycles

Approver

Analyst 1

Analyst 2

Business Roles(Excel)

Assignments

Forms (XL)

Account

Entity

Scenario

Time

Product

HR

Dimensions Models

Annual BudgetAnnual Budget

ConsolidationConsolidation

Exp AssumptionsExp Assumptions

Business Rules

PPS - Application Components

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/Operational view of your businessCreation of localized processes to manage local business

EnsuresSynchronization of plans, business rules and scorecardsCross-functional alignment up, down, and across the business

Account

Entity

Scenario

Time

Product

Approver

Analyst 1

Analyst 2

Depts.

FinancialIntelligence

ExcelIntegration

Security,Permissions,

Audit

ProcessManagement

DataManagement

Control

Feature set

DEMO – Screen shots

Adventureworks an imaginary case study

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

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

Hi Jon,These are the slides we are using tomorrow for session 1. In session 2 we will be in the actual PPS application without any slides – DEMO MODE .Looking forward to meeting you tomorrow .Johan

Hi Jon,These are the slides we are using tomorrow for session 1. In session 2 we will be in the actual PPS application without any slides – DEMO MODE .Looking forward to meeting you tomorrow .Johan

Q&A!!

12.15 - 13.00: PerformancePoint Planning: ..What is it, What does it do and How does it work? (I denne

presentasjonen gjennomgås scenarier og arkitektur I Microsoft Office PerformancePoint Server 2007)

13.15 -14.00 PerformancePoint Planning: ...Building an Application (Denne sesjonen er en fortsettelse av forrige og viser

hvordan en Planning-applikasjon bygges opp I praksis fra start til mål)

13.15 -14.00 PerformancePoint Planning: ...Building an Application (Denne sesjonen er en fortsettelse av forrige og viser

hvordan en Planning-applikasjon bygges opp I praksis fra start til mål)

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

Session 2

13.15 -14.00 PerformancePoint Planning: ...Building an Application (Denne sesjonen er en fortsettelse av forrige og viser

hvordan en Planning-applikasjon bygges opp I praksis fra start til mål)

LIVE DEMO!- Creating an Application- Creating Dimensions and Models- Creating Forms- Setting up Security- Combining Forms and Security into Cycles and assignments- Entering and Submitting data

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