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© 2007 Microsoft Corporation. All rights reserved
Business modeling and planning
Jake ZborowskiProduct ManagerMicrosoft Corporation
© 2007 Microsoft Corporation. All rights reserved
Improving organizations
by providing business
insights to all employees
leading to better, faster,
more relevant decisions
Complete and integrated performance management offering
Pervasive delivery of intelligence through Microsoft Office
Enterprise grade and affordable
© 2007 Microsoft Corporation. All rights reserved
END USER TOOLS & PERFORMANCE MANAGEMENT APPS
Excel PerformancePoint Server
BI PLATFORM
SQL Server Reporting Services
SQL Server Analysis Services
SQL Server DBMS
SQL Server Integration Services
SharePoint Server
DELIVERY
Reports Dashboards Excel Workbooks
AnalyticViews Scorecards Plans
© 2007 Microsoft Corporation. All rights reserved
Monitor
What happened?
What is happening?
Analyze
Why?
Strategy
Continuous business improvement, not just an annual exercise
Plan
What will happen?
What do I want
to happen?
© 2007 Microsoft Corporation. All rights reserved
Topic Issue Goals
Agility Top level plans not linked to detailed budgets
Financial focus only
Difficult to re-run/what-if
Align top level plan and detailed budget
Plans based on key business drivers
Easy to run alternatives
Alignment Plans and budgets based on Corporate/Financial view only
Local plans and budget done off-line
Plans based on a model for each business area
Broad participation in Plans
Easy to run and consolidate
Assumptions are part of the system, not offline
Accountability BUs waste time and effort building their own local versions
Key assumptions and drivers not captured
Numbers are disowned in the process
BU managers spend more time on planning/managing business drivers not spreadsheets
Budget process is more automated
Key business drivers and assumptions are captured
Plans/forecasts generated on a rolling basis
© 2007 Microsoft Corporation. All rights reserved
Topic Pain Goals
AutomationReport Cycles take too long
Reporting systems in silos making it difficult to be compliant
Need multiple views/reporting hierarchies
No common business definitions/logic
Reduce reporting cycles and support increasing compliance requirements
Manage different reporting hierarchies
Consistent business rule definitions that exist outside of ERP systems
Business InsightAnalysis disconnected with consolidation
Separate systems and tools make operational analysis difficult
Missing information and analysis
Data ‘overload’
Reporting inconsistency issues
Reliable and repeatable reporting and analysis processes
Analyze key financial and non-financial information together
Tight integration of Plan versus Actual
Understand customer, product, channel profitability…
Cost of Ownership Manually intensive processes
Too many low value ‘number crunching’ activities
Error prone
Standard reporting tools and platform
Improve efficiency of the management reporting process
Build on users existing experience
Reduce software costs
© 2007 Microsoft Corporation. All rights reserved
Is any of
this still
relevant?
Business
Analysts
Executives
Information Workers
Many moving parts
Manual consolidation
Linked Spreadsheets
Error-prone
Slow
© 2007 Microsoft Corporation. All rights reserved
What, Why, How, Who,
When?
Collaborative, User-friendly, Contextual.
“Information that is relevant to me”
Aligned, Actionable,
Accountable.
“Information that I can trust
and act on”
Flexible, Secure, Auditable.
“Build and modify within
compliance”
Forecasting Planning
Reporting
Scorecard & Dashboard
Analytics
© 2007 Microsoft Corporation. All rights reserved
Business
Planning and
Modeling
Pervasive
Analytics
Dashboards and
Scorecards
Business Modeler Excel Add-in SharePoint Dashboard Builder
End User support to
Design
Maintain
Contribute
View
Analyze
performance
management
applications
PerformancePoint
Server to store
Data
Business rules
Business logic
Views, Forms,
Reports definitions
Process control
Security
© 2007 Microsoft Corporation. All rights reserved
Business-driven
Business users can define, modify and maintain logical business models integrated with business rules, workflows and enterprise data
People
Information workers can interact with and continuously contribute to the business processes of planning, budgeting and forecasting in the familiar Excel Environment
Functionality and value
Business users design models the way they think about their business
Spans from single model deployments to enterprise scenarios
Top-down and bottom-up planning functionality connecting people and driving accountability
Process management to manage forms, workflows, submissions, approvals, reports, notifications and annotations
Secure and auditable environment
© 2007 Microsoft Corporation. All rights reserved
Business-Driven
Business-users define their own view of the business and distribute templates and forms in a timely fashion with greater accuracy
People
Users can combine operational data and financial data into one report rather than reconsolidating data through error-proneand time consuming manual efforts
Information workers build, customize and share production quality reports from Excel while being connected to a secure and centrally managed server
Functionality and value
Build models that drive profitability analysis incorporating standard financial functionality
Support management and financial GAAP consolidation process with multiple currency conversions, inter-company eliminations and reconciliations, multi-tier allocations
Dynamic and standard reports includingfinancial and business performance reports
Publish live reports from Excel to Reporting Services and Microsoft Office Server providing consistency of experience for report consumers
© 2007 Microsoft Corporation. All rights reserved Cycles
Account
Entity
Scenario
Time
Product
HR
Dimensions Models
Annual Budget
Consolidation
Exp AssumptionsBusiness Rules
Approver
Analyst 1
Analyst 2
Business Roles
Forms (XL)
Assignments
© 2007 Microsoft Corporation. All rights reserved
ModelsBusiness Rules
Calculations
Forecast
Pricing
Consol.
Forms
Cycle
Assignments
Account
Entity
Scenario
Time
Product
DimensionsHierarchies
Approver
Analyst 1
Analyst 2
Business Roles
ModelsBusiness Rules
Calculations
Forms
Cycle
Assignments
Account
Entity
Scenario
Time
Product
DimensionsHierarchies
Approver
Analyst 1
Analyst 2
Business Roles
Customer
Corporate
Business Divisions,
Units, Functional Areas…
Enables
Divisional/Operational view of your business
Creation of localized processes to manage local business
Ensures
Synchronization of plans, business rules and scorecards
Cross-functional alignment up, down, and across the business
Flexibility within a framework
Sales
Prod’n
HR
Pricing
Profit
© 2007 Microsoft Corporation. All rights reserved
Corporate
Sales OperationsProduct Dev
ChinaUnited
States HRX BoxOfficeServers EMEA Finance
Hardware Software
© 2007 Microsoft Corporation. All rights reserved
Intelligence
‘Business type library’
Configurable
Behavior
Financial Intelligence
Business
Business Type Library
© 2007 Microsoft Corporation. All rights reserved
PPS provides
Dimensions with built in intelligenceAccount, Entity, Flow, Time Currency, Exchange Rate, Business Process, Scenario
Assignable dimension member ‘Types’ to drive financial and business behavior
Account types, Exchange Rate Types, Entity Types….
Models with built intelligenceFinancial, business reporting…
Business rules with built in intelligenceConsolidation, Currency translation and adjustments, Intercompany eliminations and reconciliations, validations, allocations, mappings, business drivers, regular calculations, ratios…
Business process design and controlDesign processes for regular information and reporting needs and associated security settings
Audit trail
Form and report design in ExcelEnd users use Excel for entering and reviewing data through forms and reports
© 2007 Microsoft Corporation. All rights reserved
http://connect.microsoft.com/
•Access to early software
•Provide feedback to the product team
•Learn more about PerformancePoint
training and launch activities
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other
countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to
changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this
presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.