Harnessing
Business Intelligence
with
Microsoft Dynamics
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Tim Mole, BI Practice Principal
4 Key Focus Areas with Microsoft Dynamics
Making BI Work for You
The Value of Information
Our agenda
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The Value of Information
Agility Velocity
Productivity
Right Information, to the Right People,
at the Right Time, in the Right Format
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Focus Areas
Business
Intelligence
Operational
Reporting
Self Service
Analytics
Dashboards
Process
Improvement
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Simple Reporting StrategiesOperational Reporting
Minimise over-investment
in Traditional Reporting
Managers reliant on Fixed Reporting, only find the right information 62% of the time - Forrester 2013factoid
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Simple Reporting StrategiesOperational Reporting
Focus on high value reporting
over high volumes of reports
Consider the Business Process not the Task
Orient to the Role
Review regularly and keep relevant
Forrester research suggests that most firms only use 1% - 5% of the data available to them – Forrester 2012factoid
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Simple Reporting StrategiesOperational Reporting
Management by Exception
Visual Cues - Graphical Indicators and Colour
Section Summaries with Bookmarks
Alerts, Scheduling
Hours between events occurring and notification: with BI (5.5hrs); without BI (277.3hrs) – Aberdeen Group 2013factoid
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Simple Reporting StrategiesOperational Reporting
Invest in your People
Invest in Automation
65% of business users rely on Fixed Reports only! - Forrester 2013factoid
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A Focus on Self-ServiceSelf Service
Analytics
Self-Service is the most effective Investment
and is Transformational!
We are all different, No two days are the same!
Our tools should cater for this
56% of Organisations rely on ‘gut-feel’ when making decisions - Aberdeen 2012factoid
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80% of Spreadsheets contain critical errors - Gartner 2011factoid
A Focus on Self-ServiceSelf Service
Analytics
• Local Data
• Complex - cross-sheet references, calculations, vlookup hell!
• Errors and inconsistencies
• High manual effort
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Search,
Filter,
Sorting,
Drill down
Export to
Excel:
Static and
Dynamic
User
Query
Specific
Office
Add-In's
SharePoint
Integration
Analytical
Cubes
Support for
External
Connections
A Focus on Self-ServiceSelf Service
Analytics
factoid SMB’s with integrated ERP and BI saw a 20% increase in time to decision - Aberdeen Group - 2013
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A Focus on Self-ServiceSelf Service
Analytics
BI
Platform
+
factoid Self Service delivers 60% lower support costs / user – Forrester 2012
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A Focus on Self-ServiceCase Study 1 – Education
Self Service Analytics
Need:
Improved visibility of Call Centre and Personal Performance and
Donation analytics
Replace whiteboard for presenting performance
Real-time access to Key Management Indicators
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A Focus on Self-ServiceCase Study 1 – Education
Self Service Analytics
Outcome:
CRM implemented to manage the process of collecting donations
Self Service and Dashboards for Management and Call Centre
Real time analytics across all functional areas of business:
• Call conversion – call rate, closure rate
• Donation analysis – new donations vs repeat, up-sell vs down-selling
• Call centre performance to target, by staff, by location
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A Focus on Self-ServiceCase Study 2 – Wholesale Trade
Self Service Analytics
Need:
Access to OOTB and more advanced NAV analytics
Simple to use and affordable self-service environment
Common analytical tool, delivered throughout organisation
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A Focus on Self-ServiceCase Study 2 – Wholesale Trade
Self Service Analytics
Outcome:
NAV BI Accelerator implemented across: Sales, Purchase, Inventory,
Receivables, Payables, GL, Sales Orders, Purchase Orders, Account Schedules
Access to many customised and advanced metrics
3 week services investment (including customisations)
Self-service delivered entirely through Excel
Full support to drill down and drill across, and time-intelligence
factoid Anecdotal evidence suggests that solution accelerators can cut 20% to 50% of initial implement efforts – Forrester 2012
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A Focus on Self-ServiceCase Study 3 - Multi-Source Self Service
Self Service Analytics
Finance
Sales
Marketing
Practice Mgmt
Resource Planning
Need:
Single integrated reporting and self-service environment
Available to all staff using easy to use tools
Support the unique needs of Leadership, Finance, Sales,
PMO, Marketing and Delivery teams
Consistent analytics, across a variety of dimensions
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A Focus on Self-ServiceCase Study 3 - Multi-Source Self Service
Self Service Analytics
Finance
Sales
Marketing
Practice Mgmt
Resource Planning
Project and Team Analytics
Project Performance, Actual vs Budget
Financial Performance
Revenue and Resource commitments and forecast
Customer analytics
Timesheet analysis
Staff: project commitments, achievement to target, leave profile
Practice, Business Unit and Regional analysis
factoid 42% of firms note that their data is so fragmented that it is almost impossible to build a single coherent picture – Aberdeen Group 2013
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A Focus on Self-ServiceCase Study 3 - Multi-Source Self Service
Self Service Analytics
Finance
Sales
Marketing
Practice Mgmt
Resource Planning
Customer Analytics
Leads, Opportunities, Closure Rates
Actual vs Target tracking
Financial Transactions current and forecast, Services vs Licences
Current and Past Project Performance
Customer Segmentation analysis
Sales Team Performance
Marketing Effectiveness
factoid 42% of firms note that their data is so fragmented that it is almost impossible to build a single coherent picture – Aberdeen Group 2013
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A Focus on Self-ServiceCase Study 3 - Multi-Source Self Service
Self Service Analytics
Finance
Sales
Marketing
Practice Mgmt
Resource Planning
Outcome
Short Implementation – 3 months duration
Consistent reporting and measurement
Increasing awareness, analysis and insight
Single self service tool
Reduction in fixed web reports
factoid 42% of firms note that their data is so fragmented that it is almost impossible to build a single coherent picture – Aberdeen Group 2013
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Dashboards – Targeted InfoDashboards
My Workload
What is the
Current Status
What to do Next
Access to key
Resource
Urgent Actions
Visual and
Interactive Charts
Start a Business Process
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Dashboards – Targeted InfoDashboards
Dashboard
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Dashboards – Targeted InfoDashboards
Role Centre
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Dashboards – Targeted InfoDashboards
Role Centre
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Dashboards – Targeted InfoCase Study 1 – Transport and Postal
Need:
Improve the awareness of Operational Performance
Increase visibility of Sales team Performance
Individually help the sales staff achieve and exceed their personal
targets
Dashboards
Mgrs with Reports, Self-Service and Dashboards, find the right information 86% of the time, compared to 55% without - Forrester 2013factoid
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Dashboards – Targeted InfoCase Study 1 – Transport and Postal
Outcome:
Use CRM dashboards across all aspects of the Sales process
Operational Efficiency - interactive and actionable dashboards
Publish quality real-time Performance and Achievement metrics
Improvements in personnel Productivity and Accountability
Dashboards
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Dashboards – Targeted InfoCase Study 2 – Professional Services
Need:
Improve visibility of information to the Financial Controller
Single dashboard presenting summary of current financial position
Centralise key functions, reduce navigation in AX
View all AX tasks in one place
Dashboards
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Dashboards – Targeted InfoCase Study 2 – Professional Services
Dashboards
Outcome:
Implement Financial Controller AX Role Centre
Centralised information hub for key measures:
Aged debtor Analysis, Cash-flow, Revenue Forecast to Actual, Chargeability
Cues, Alerts and Tasks
Effective simple charting on current performance
Key Report list
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Beyond Reporting, Analytics and Dashboards
Automate Business Process
Leverage your BI investment
Process Improvement
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Beyond Reporting, Analytics and Dashboards
Case Study 1 – Process Automation: Engineering
Need:
Decrease the time to produce the month-end financials
Increase consistency, reduce error rates
Process Improvement
Solution:
Automated month-end process managed through BI Platform
Reduction in effort and quicker publication
Improvement in accuracy and data quality
Support for self-service analytics
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Beyond Reporting, Analytics and Dashboards
Case Study 2 – Process Automation: Recycling
Need:
Cost Allocation – speed up and reduce effort and error rate
Improve cost allocation analytics
Process Improvement
Solution:
Nightly integration of CRM solution and ERP
Cost Allocation Model with visible, consistent and repeatable rules
Accurate analysis of Costs and Margin by range of dimensions
Accurate and relevant cost comparisons between Cost Centres
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Focus Areas
Business
Intelligence
Operational
Reporting
Self Service
Analytics
Dashboards
Process
Improvement
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Motivation …
Best In Class (Top 25%)
95%
Satisfied
with
Platform
94%
Info
Delivered
on Time
Industry Average(Middle 50%)
68%
Satisfied
with
Platform
77%
Info
Delivered
on Time
Laggard(Bottom 25%)
26%
Satisfied
with
Platform
41%
Info
Delivered
on Time
12%
YOY
Growth
27%
YOY
Growth
1%
YOY
Growth
© Forrester 2013
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Making BI Work for You
VISIBLE
What is happening now?
What happened?
What is the next best action?
What Will Happen; Best Case/Worst Case?
BI
MA
TU
RIT
Y
REPEATABLE
ACCESSIBLE
ADAPTIVE
REACTIVE
PROACTIVE
How and why did it happen?
Any questions?
FIND THE
INFO
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FACTS
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Email: [email protected]
Thank you