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Social, Self-Service BI:
  From Data to Action
What do we see in the market today?
Speed of making a decision
is becoming incredibly important
Traditional BI did not deliver
   on its promised value
Analytical tools are still too complicated
        for business users to use
IT & analysts are swamped with requests to
              generate reports
“40 % of major business decisions are not based on
information generated from reporting and analytics.”
                 Accenture survey “Competing Through Analytics”
Data insights get lost
outside of the BI system
Business Intelligence 3.0 Revolution
67% of CIO’s said that improving employee
productivity would be a major focus in 2011.
          CIO magazine, survey determining CIO priorities in 2011
#1 - Make Powerful Analytics Simple
It‟s all about
          Contextual Discovery




Delivering relevant data without the need to search
Instead of spending hours on research, we
 collaborate with others to find and share
               information.
#2 - Bring Social to BI
to Improve Enterprise Collaboration




             Think and Work Together

        Share insights and learn from others

          Build the Corporate Intelligence
Why all the hype about
   „Going Social‟?
Today‟s enterprise is very “records-centric”
BI 3.0 is about being “people-centric”
Business Intelligence 3.0
Before                              After
Difficulty locating experts      Automatic identification and location of experts

Struggling to find needed info   More relevant, streamlined information flow

Valuable expertise not stored    Expertise naturally captured for reuse

New hires ramp up slowly         New hires learn their job faster

Hard to organize work            Information organized socially and contextually
Processes limited in scale       Processes that will scale globally

Closed work processes            More open & participative (yet compliant) work
                                 processes
Managers with limited view       Managers with real-time view of work activities
Demonstration
http://www.panorama.com/products/demo.html
Relevancy in BI = Data + Interests + Social

                                   INTERESTS
                                     -   Tags
                                     -   Likes
                                     -   Visits



FRIENDS
-    Friends
-    Discussions
-    Annotations
                                                      DATA
                                                  -   Insights
                                                  -   Exceptions
                                                  -   Models
Help your users Focus on the Relevant
Faster move from data to action
Better decisions through
the power of collective intelligence
Management Reviews Made Efficient
Improved knowledge retention
(with better opportunities to capture
    previously tactic knowledge)
User Scenarios
Empowering field organizations
                                 Challenge
                   “As a VP Sales, most of my team are
                   remote and in the field, I need them to have
                   tools for discovery and collaboration
                   between themselves and HQ.”


                                  Solution
                  • Collaborative decision making platform to
                    find the right insight and people quickly


                                  Benefits
                  • Increased customer satisfaction
 James Madden –   • Increased revenue per customer
 VP Sales         • Decreased idle time and operational
                    costs
Empowering Sales & Operations planning
                                   Challenge
                “As a VP Operation, my task is to synchronize the
                key stakeholders in the sales and operation
                planning process, ensuring an efficient supply
                chain and delivery .”

                                    Solution
                • Social intelligence helps us align the relevant
                  members & engage in cross functional
                  discussions


                                    Benefits
                • Efficient supply chain process
Garry Jones –   • On time delivery according to plan
VP Ops          • Learning from past mistakes, improving our
                  process after each collaborative meeting
Empowering Ad-hoc project teams
                                                Challenge
                               “We are tasked to deal with a key integration
                               project, consolidating data from the
                               enterprise, analyzing it and making decisions on
                               the best path forward.”

                                                 Solution
                             • We sit in different offices, homes, and different
                               time zones, social intelligence increased our
                               productivity.

                                                 Benefits
                             • We successfully used the power of collective
Gail Sanders – Team Leader
Ben Spencer – Team Member      intelligence to make better decisions.
Julie Cohen – Team member    • All the data, context and process is kept in the
Sandy Gibson – Team member
                               system helping the enterprise grow it’s
                               corporate intelligence.
Empowering Management teams
                                    Challenge
                  “As a CEO, I ensure the company execute out
                  strategy according to our plans. I need to
                  measure our progress and align our resources
                  to deal with market conditions.”

                                     Solution
                  • Measure the company’s performance and
                    find areas that need more attention.
                  • Via social intelligence I can point to specific
                    data and ask for further investigation by the
                    relevant team members.

                                     Benefits
Jack Mead – CEO   • All the executives are aligned.
                  • Productivity is higher, as
                    measurement, analysis and collaboration is
                    done in one place.
                  • We execute better according to our strategy.
Necto End-to-End BI Suite
    Intuitive & Interactive for Business Users

                  Social      Automated        WorkBoards
Analytics
               Intelligence    Insights




Reporting         KPI’s         Visuals           Office
                              (i.e treemaps)   Integration




            Complete Web-based experience
Over 1,600 customers worldwide
Financial Services    Manufacturing   Healthcare   Retail & Distribution   Telecom, Media &
                                                                            Entertainment
Panorama + Microsoft
Shane Davies, Senior ISV Partner Account Manager
               Microsoft Canada
Partnership with Microsoft
Global ISV partner
Managed in US, Canada, UK, Germany subs
Working relationship in other subs such as
Singapore, Japan, Israel, France
Support all major current & future
        MS technologies:
    SQL | MSAS 2008 R2 | MOSS 2010 | SQL 2011|
                     Azure
First partner to fully support SQL 2011
  platform (Denali, Crescent) on the
              release day
Necto for Azure
www.panorama.com/azure
Empowering SharePoint
  with Social Intelligence




• Integrated with SharePoint Fast Search
• Context archiving in SharePoint
• Connect structured data from Analysis Services
  to unstructured data from SharePoint
Live Q & A
  Get in touch:
  kseniyas@panorama.com


  Follow us on Twitter:
  www.panorama.com/twitter


  Panorama Software on Facebook:
  www.panorama.com/facebook


  Panorama Software on Linkedin:
  www.panorama.com/linkedin


  BI Industry News:
  www.panorama.com/industry-news

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Social, Self-Service BI - Turning Data into Action

  • 1. Social, Self-Service BI: From Data to Action
  • 2. What do we see in the market today?
  • 3. Speed of making a decision is becoming incredibly important
  • 4. Traditional BI did not deliver on its promised value
  • 5. Analytical tools are still too complicated for business users to use
  • 6. IT & analysts are swamped with requests to generate reports
  • 7. “40 % of major business decisions are not based on information generated from reporting and analytics.” Accenture survey “Competing Through Analytics”
  • 8. Data insights get lost outside of the BI system
  • 10. 67% of CIO’s said that improving employee productivity would be a major focus in 2011. CIO magazine, survey determining CIO priorities in 2011
  • 11. #1 - Make Powerful Analytics Simple
  • 12. It‟s all about Contextual Discovery Delivering relevant data without the need to search
  • 13. Instead of spending hours on research, we collaborate with others to find and share information.
  • 14. #2 - Bring Social to BI to Improve Enterprise Collaboration Think and Work Together Share insights and learn from others Build the Corporate Intelligence
  • 15. Why all the hype about „Going Social‟?
  • 16. Today‟s enterprise is very “records-centric”
  • 17. BI 3.0 is about being “people-centric”
  • 18. Business Intelligence 3.0 Before After Difficulty locating experts Automatic identification and location of experts Struggling to find needed info More relevant, streamlined information flow Valuable expertise not stored Expertise naturally captured for reuse New hires ramp up slowly New hires learn their job faster Hard to organize work Information organized socially and contextually Processes limited in scale Processes that will scale globally Closed work processes More open & participative (yet compliant) work processes Managers with limited view Managers with real-time view of work activities
  • 20.
  • 21. Relevancy in BI = Data + Interests + Social INTERESTS - Tags - Likes - Visits FRIENDS - Friends - Discussions - Annotations DATA - Insights - Exceptions - Models
  • 22. Help your users Focus on the Relevant
  • 23. Faster move from data to action
  • 24. Better decisions through the power of collective intelligence
  • 26. Improved knowledge retention (with better opportunities to capture previously tactic knowledge)
  • 28. Empowering field organizations Challenge “As a VP Sales, most of my team are remote and in the field, I need them to have tools for discovery and collaboration between themselves and HQ.” Solution • Collaborative decision making platform to find the right insight and people quickly Benefits • Increased customer satisfaction James Madden – • Increased revenue per customer VP Sales • Decreased idle time and operational costs
  • 29. Empowering Sales & Operations planning Challenge “As a VP Operation, my task is to synchronize the key stakeholders in the sales and operation planning process, ensuring an efficient supply chain and delivery .” Solution • Social intelligence helps us align the relevant members & engage in cross functional discussions Benefits • Efficient supply chain process Garry Jones – • On time delivery according to plan VP Ops • Learning from past mistakes, improving our process after each collaborative meeting
  • 30. Empowering Ad-hoc project teams Challenge “We are tasked to deal with a key integration project, consolidating data from the enterprise, analyzing it and making decisions on the best path forward.” Solution • We sit in different offices, homes, and different time zones, social intelligence increased our productivity. Benefits • We successfully used the power of collective Gail Sanders – Team Leader Ben Spencer – Team Member intelligence to make better decisions. Julie Cohen – Team member • All the data, context and process is kept in the Sandy Gibson – Team member system helping the enterprise grow it’s corporate intelligence.
  • 31. Empowering Management teams Challenge “As a CEO, I ensure the company execute out strategy according to our plans. I need to measure our progress and align our resources to deal with market conditions.” Solution • Measure the company’s performance and find areas that need more attention. • Via social intelligence I can point to specific data and ask for further investigation by the relevant team members. Benefits Jack Mead – CEO • All the executives are aligned. • Productivity is higher, as measurement, analysis and collaboration is done in one place. • We execute better according to our strategy.
  • 32. Necto End-to-End BI Suite Intuitive & Interactive for Business Users Social Automated WorkBoards Analytics Intelligence Insights Reporting KPI’s Visuals Office (i.e treemaps) Integration Complete Web-based experience
  • 33. Over 1,600 customers worldwide Financial Services Manufacturing Healthcare Retail & Distribution Telecom, Media & Entertainment
  • 34. Panorama + Microsoft Shane Davies, Senior ISV Partner Account Manager Microsoft Canada
  • 35. Partnership with Microsoft Global ISV partner Managed in US, Canada, UK, Germany subs Working relationship in other subs such as Singapore, Japan, Israel, France
  • 36. Support all major current & future MS technologies: SQL | MSAS 2008 R2 | MOSS 2010 | SQL 2011| Azure
  • 37. First partner to fully support SQL 2011 platform (Denali, Crescent) on the release day
  • 39. Empowering SharePoint with Social Intelligence • Integrated with SharePoint Fast Search • Context archiving in SharePoint • Connect structured data from Analysis Services to unstructured data from SharePoint
  • 40. Live Q & A Get in touch: kseniyas@panorama.com Follow us on Twitter: www.panorama.com/twitter Panorama Software on Facebook: www.panorama.com/facebook Panorama Software on Linkedin: www.panorama.com/linkedin BI Industry News: www.panorama.com/industry-news