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Business Intelligence(MSSBI) INsight ‘11 Mincron User Conference Sawgrass Marriott · Ponte Vedra Beach, Florida April 10 – 13, 2011 Pam Cuellar Larry Christensen Chris Kennedy
Business Intelligence  What exactlyis business intelligence? 1 How to get more people to use the Information 2 3 Why MSSBI? Wrap-up / Q&A 4
But first… WHO IS THIS GUY?
what exactly is BUSINESS INTELLIGENCE? Knowledge Knowledge is POWER
HERE ARE THE FACTS 1 The human brain can remember 4-7 things at any given time  2 F500 Execs  make  ‘gut’ decisions 40% of the time (Accenture)
where’s the gain in BUSINESS INTELLIGENCE? 1 Ease of getting to information 2 Insight 3 More timely decisions 4 Better decisions 5 Direction
TheBI Challenge “Organizations are facing pressures to deliver information that is timely and effective in meeting business goals. This requires companies to have access to the information, the ability to combine, aggregate and integrate the information, and then deliver it to people when, where and how they need it.” “Beyond Spreadsheets: the value of BI and Analytics,”  Aberdeen Group, Inc. January 2009
pervasive adjective1: spreadthroughout; [syn: {pervading}]   source: http://define.com/pervasive
Why do we have to think about being Pervasive??? People
People Why did you hire your people? Computer Expertise? Industry Expertise? Most People want to do a good job
People / Users Casual / Users Stock and Stake Holders  Marketing - Press/Media Board of Directors Many Workers and Customers Excel Users –  Consultant / Finance / Analyst Experienced User Line Managers Power User IT and/or software vendor
People / Users Casual / Users Reports Presentations Exception Reports Dashboards ,[object Object],Excel Users -  Experienced User Add Analytics (Drilling) Power User Everything plus Creation
BI by People by Area
What is BI? Data Query, Worksheets Information/Knowledge BI (OLAP) vs. Data Typically two-dimensional, row-by-column format Requires you to transform data into information Information/Knowledge Multi-dimensional database, such as Customer, Locations, Periods, Salespeople and Products View the “whole” business picture
What is BI? Data warehousing and on-line analytical processing (OLAP) Data warehouse is maintained separately OLAP uses multi-dimensional “Cubes” Delivers better analytics and faster performance
Potential Benefits of BI? Improve Sales and Profit  Increase Customer Satisfaction Increase Staff Morale Decrease Expenses Exception Reporting Take preventative steps It’s about using information wisely
Business IntelligenceThe Solution Trends and Differences Scorecarding Integrated Security Dashboarding Drilling / Analytics E-mailing BI Charting and Graphing Traffic Lighting Web Enabled Export TO Excel Optional Data Mining FROM Excel Exception Reporting
BI Types Operational Tactical Strategic
Operational BI Dashboards: (track KPI’s) Used by People that require information throughout the day EX: See or Track A/R or Sales or Contracts or Bids, Shipments, etc…  Many KPI’s also track data through close of business yesterday  Let’s take a look
Operational BI
Operational BI
Operational BI
Sales Dashboard
Branch Dashboard
Tactical BI Analyze Data Improve Performance Uncover Opportunities Make Better Business Decisions
One Click Philosophy
One Click Philosophy
One Click Philosophy
Strategic BI High Level Overview Used by Executives and Board of Directors to set Company Direction
Business Justification/ROI BI uses OLAP Technology to: Improve the speed and quality of decisions Helps to understand customer needs and markets See what is happening in your business months earlier Reduce time spent generating or waiting for reports Eliminate time determining who has the “right numbers” Reduce paper cost for reporting Reduce programming cost for custom reports Mirrored HD security built in ALLOWS YOUR EMPLOYEES TO MAKE BETTER AND FASTER BUSINESS DECISIONS WITH FEWER PEOPLE RESOURCES!
Push Technology & Exception Reporting
Push Technology & Exception Reporting  Immediate Send To
Push Technology & Exception RReporting Immediate Send To Create Triggers Exception Reporting
Push Technology & Exception Reporting Immediate Send To Create Triggers (Events) Create Subscriptions (Reoccurrence)
To/From EXCEL
One Click Philosophy
To and From - Excel
“Presentations” ,[object Object],[object Object]
Other Devices
Other Interfaces(If you’re interested)
What’s Coming “One Click Philosophy” Pivot Tables within BI Plus lots of other stuff New ways to sort New Ways to Group Drag and Drop Columns
Wrap Up BI ALLOWS YOUR EMPLOYEES TO MAKE BETTER AND FASTER BUSINESS DECISIONS WITH FEWER PEOPLE RESOURCES!  1000’s of way to view data Traffic light technology Report distribution via e-mail Establish triggers and subscriptions Excel, PDF, PowerPoint Integrated
Wrap Up EIS = Reports and Queries BI = OLAP Wider and deeper information Easier to share information Easier to navigate Access from anywhere Ability to recognize issues and immediately investigate
Other Charts
Financials Dashboard
Inventory Dashboard
Branch Overview Dashboard
Multiple Types of Graphs
Multiple Types of Graphs
Multiple Types of Graphs– Pie
Come see us at the booth! Pam CuellarLarry ChristensenChris Kennedy
Larry Christensen Wynne Systems, Inc. InfoManager (949) 224-6314 lchristensen@wynnesystems.com www.infomanagerinc.com Chris Kennedy Wynne Systems, Inc. InfoManager (949) 224-6314 ckennedy@wynnesystems.com www.infomanagerinc.com
Business Intelligence - What is it?

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Business Intelligence - What is it?

  • 1. Business Intelligence(MSSBI) INsight ‘11 Mincron User Conference Sawgrass Marriott · Ponte Vedra Beach, Florida April 10 – 13, 2011 Pam Cuellar Larry Christensen Chris Kennedy
  • 2. Business Intelligence What exactlyis business intelligence? 1 How to get more people to use the Information 2 3 Why MSSBI? Wrap-up / Q&A 4
  • 3. But first… WHO IS THIS GUY?
  • 4. what exactly is BUSINESS INTELLIGENCE? Knowledge Knowledge is POWER
  • 5. HERE ARE THE FACTS 1 The human brain can remember 4-7 things at any given time 2 F500 Execs make ‘gut’ decisions 40% of the time (Accenture)
  • 6. where’s the gain in BUSINESS INTELLIGENCE? 1 Ease of getting to information 2 Insight 3 More timely decisions 4 Better decisions 5 Direction
  • 7. TheBI Challenge “Organizations are facing pressures to deliver information that is timely and effective in meeting business goals. This requires companies to have access to the information, the ability to combine, aggregate and integrate the information, and then deliver it to people when, where and how they need it.” “Beyond Spreadsheets: the value of BI and Analytics,” Aberdeen Group, Inc. January 2009
  • 8. pervasive adjective1: spreadthroughout; [syn: {pervading}] source: http://define.com/pervasive
  • 9. Why do we have to think about being Pervasive??? People
  • 10. People Why did you hire your people? Computer Expertise? Industry Expertise? Most People want to do a good job
  • 11. People / Users Casual / Users Stock and Stake Holders Marketing - Press/Media Board of Directors Many Workers and Customers Excel Users – Consultant / Finance / Analyst Experienced User Line Managers Power User IT and/or software vendor
  • 12.
  • 13. BI by People by Area
  • 14. What is BI? Data Query, Worksheets Information/Knowledge BI (OLAP) vs. Data Typically two-dimensional, row-by-column format Requires you to transform data into information Information/Knowledge Multi-dimensional database, such as Customer, Locations, Periods, Salespeople and Products View the “whole” business picture
  • 15. What is BI? Data warehousing and on-line analytical processing (OLAP) Data warehouse is maintained separately OLAP uses multi-dimensional “Cubes” Delivers better analytics and faster performance
  • 16. Potential Benefits of BI? Improve Sales and Profit Increase Customer Satisfaction Increase Staff Morale Decrease Expenses Exception Reporting Take preventative steps It’s about using information wisely
  • 17. Business IntelligenceThe Solution Trends and Differences Scorecarding Integrated Security Dashboarding Drilling / Analytics E-mailing BI Charting and Graphing Traffic Lighting Web Enabled Export TO Excel Optional Data Mining FROM Excel Exception Reporting
  • 18. BI Types Operational Tactical Strategic
  • 19. Operational BI Dashboards: (track KPI’s) Used by People that require information throughout the day EX: See or Track A/R or Sales or Contracts or Bids, Shipments, etc… Many KPI’s also track data through close of business yesterday Let’s take a look
  • 25. Tactical BI Analyze Data Improve Performance Uncover Opportunities Make Better Business Decisions
  • 28.
  • 30. Strategic BI High Level Overview Used by Executives and Board of Directors to set Company Direction
  • 31.
  • 32.
  • 33. Business Justification/ROI BI uses OLAP Technology to: Improve the speed and quality of decisions Helps to understand customer needs and markets See what is happening in your business months earlier Reduce time spent generating or waiting for reports Eliminate time determining who has the “right numbers” Reduce paper cost for reporting Reduce programming cost for custom reports Mirrored HD security built in ALLOWS YOUR EMPLOYEES TO MAKE BETTER AND FASTER BUSINESS DECISIONS WITH FEWER PEOPLE RESOURCES!
  • 34. Push Technology & Exception Reporting
  • 35. Push Technology & Exception Reporting Immediate Send To
  • 36. Push Technology & Exception RReporting Immediate Send To Create Triggers Exception Reporting
  • 37. Push Technology & Exception Reporting Immediate Send To Create Triggers (Events) Create Subscriptions (Reoccurrence)
  • 40. To and From - Excel
  • 41.
  • 44. What’s Coming “One Click Philosophy” Pivot Tables within BI Plus lots of other stuff New ways to sort New Ways to Group Drag and Drop Columns
  • 45. Wrap Up BI ALLOWS YOUR EMPLOYEES TO MAKE BETTER AND FASTER BUSINESS DECISIONS WITH FEWER PEOPLE RESOURCES! 1000’s of way to view data Traffic light technology Report distribution via e-mail Establish triggers and subscriptions Excel, PDF, PowerPoint Integrated
  • 46. Wrap Up EIS = Reports and Queries BI = OLAP Wider and deeper information Easier to share information Easier to navigate Access from anywhere Ability to recognize issues and immediately investigate
  • 53. Multiple Types of Graphs– Pie
  • 54. Come see us at the booth! Pam CuellarLarry ChristensenChris Kennedy
  • 55. Larry Christensen Wynne Systems, Inc. InfoManager (949) 224-6314 lchristensen@wynnesystems.com www.infomanagerinc.com Chris Kennedy Wynne Systems, Inc. InfoManager (949) 224-6314 ckennedy@wynnesystems.com www.infomanagerinc.com

Editor's Notes

  1. We’ll talk about:What BI isWhy Use InfoManagerAnd How do you get more people accepting of something so scary as ‘business intelligence”PLUS a live demonstration of the latest interface WA 7.3
  2. I’m a guy who:#1 I Love business intelligenceI am certified (professionally trained) – some say certifiableBrought in to help all of you get the most out of your system
  3. First fundamental FACT!Knowledge is POWERSir Francis Bacon – The first to expose all of us to the “Scientific Method”
  4. Fundamental Truths:Reports have large amounts of ROWS and COLUMNS Can be hard to find the problems and the successesStartling – Senior Execs make Gut DECISIONS 40% of timeWHY - They don’t trust their data – lots of one off BI solutions in major corporations
  5. If it’s easy:Zero in on what’s working and clone itZero in on what’s not working and FIX it – NOW not at the end of month or quarterBetter information means better decisionsKPI’s allow you to set the direction of company – I Guarantee if your managers know what you are tracking then they will come to your meetings with answers not surprises.