Dynamics Day 2013 Harnessing Business Intelligence with Microsoft Dynamics

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    24-Jan-2015

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Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into whats possible and whats on the roadmap in the future. How can your organisation discover insights from its information and data? Tim Mole from Intergen looks at the different ways organisations can derive insights, sharing a number of useful examples along the way.

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  • 1. Harnessing Business Intelligence with Microsoft Dynamics Tim Mole, BI Practice PrincipalFIND THE INFOGET ANSWERSEXPLORE FACTS

2. Our agenda The Value of Information 4 Key Focus Areas with Microsoft Dynamics Making BI Work for You 3. The Value of Information AgilityVelocityProductivityRight Information, to the Right People, at the Right Time, in the Right Format Dynamics Day 2013 Dynamics and Business Intelligence| 3 4. Focus Areas Operational ReportingProcess ImprovementBusiness IntelligenceSelf Service AnalyticsDashboardsDynamics Day 2013 Dynamics and Business Intelligence| 4 5. Simple Reporting StrategiesOperational ReportingMinimise over-investment in Traditional ReportingfactoidManagers reliant on Fixed Reporting, only find the right information 62% of the time - Forrester 2013Dynamics Day 2013 Dynamics and Business Intelligence| 5 6. Simple Reporting StrategiesOperational ReportingFocus 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 factoidForrester research suggests that most firms only use 1% - 5% of the data available to them Forrester 2012Dynamics Day 2013 Dynamics and Business Intelligence| 6 7. Simple Reporting StrategiesOperational ReportingManagement by Exception Visual Cues - Graphical Indicators and Colour Section Summaries with BookmarksAlerts, SchedulingfactoidHours between events occurring and notification: with BI (5.5hrs); without BI (277.3hrs) Aberdeen Group 2013Dynamics Day 2013 Dynamics and Business Intelligence| 7 8. Simple Reporting StrategiesOperational ReportingInvest in your PeopleInvest in Automationfactoid65% of business users rely on Fixed Reports only! - Forrester 2013Dynamics Day 2013 Dynamics and Business Intelligence| 8 9. A Focus on Self-ServiceSelf Service AnalyticsWe are all different, No two days are the same! Our tools should cater for this Self-Service is the most effective Investment and is Transformational! factoid56% of Organisations rely on gut-feel when making decisions - Aberdeen 2012Dynamics Day 2013 Dynamics and Business Intelligence| 9 10. A Focus on Self-Servicefactoid Self Service AnalyticsLocal Data Complex - cross-sheet references, calculations, vlookup hell! Errors and inconsistencies High manual effort80% of Spreadsheets contain critical errors - Gartner 2011Dynamics Day 2013 Dynamics and Business Intelligence| 10 11. A Focus on Self-Service Search, Filter, Sorting, Drill downfactoidExport to Excel: Static and DynamicUser QuerySpecific Office Add-In'sSharePoint IntegrationSelf Service AnalyticsAnalytical CubesSupport for External ConnectionsSMBs with integrated ERP and BI saw a 20% increase in time to decision - Aberdeen Group - 2013Dynamics Day 2013 Dynamics and Business Intelligence| 11 12. A Focus on Self-ServiceSelf Service AnalyticsBI Platform +factoidSelf Service delivers 60% lower support costs / user Forrester 2012Dynamics Day 2013 Dynamics and Business Intelligence| 12 13. A Focus on Self-Service Case Study 1 EducationSelf Service AnalyticsNeed: Improved visibility of Call Centre and Personal Performance and Donation analytics Replace whiteboard for presenting performance Real-time access to Key Management IndicatorsDynamics Day 2013 Dynamics and Business Intelligence| 13 14. A Focus on Self-Service Case Study 1 EducationSelf Service AnalyticsOutcome: 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 rateDonation analysis new donations vs repeat, up-sell vs down-sellingCall centre performance to target, by staff, by locationDynamics Day 2013 Dynamics and Business Intelligence| 14 15. A Focus on Self-Service Case Study 2 Wholesale TradeSelf Service AnalyticsNeed: Access to OOTB and more advanced NAV analytics Simple to use and affordable self-service environment Common analytical tool, delivered throughout organisationDynamics Day 2013 Dynamics and Business Intelligence| 15 16. A Focus on Self-Service Case Study 2 Wholesale TradeSelf Service AnalyticsOutcome: 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 factoidAnecdotal evidence suggests that solution accelerators can cut 20% to 50% of initial implement efforts Forrester 2012Dynamics Day 2013 Dynamics and Business Intelligence| 16 17. A Focus on Self-Service Case Study 3 - Multi-Source Self ServiceSelf Service AnalyticsNeed: Single integrated reporting and self-service environment FinanceSales Available to all staff using easy to use tools Support the unique needs of Leadership, Finance, Sales, PMO, Marketing and Delivery teamsMarketingPractice Mgmt Consistent analytics, across a variety of dimensionsResource PlanningDynamics Day 2013 Dynamics and Business Intelligence| 17 18. A Focus on Self-Service Case Study 3 - Multi-Source Self ServiceSelf Service AnalyticsProject and Team Analytics Finance Project Performance, Actual vs Budget Financial PerformanceSales Marketing Practice Mgmt Resource Planningfactoid Revenue and Resource commitments and forecast Customer analytics Timesheet analysis Staff: project commitments, achievement to target, leave profile Practice, Business Unit and Regional analysis42% of firms note that their data is so fragmented that it is almost impossible to build a single coherent picture Aberdeen Group 2013Dynamics Day 2013 Dynamics and Business Intelligence| 18 19. A Focus on Self-Service Case Study 3 - Multi-Source Self ServiceSelf Service AnalyticsCustomer Analytics Finance Leads, Opportunities, Closure Rates Actual vs Target trackingSales Marketing Practice Mgmt Financial Transactions current and forecast, Services vs Licences Current and Past Project Performance Customer Segmentation analysis Sales Team PerformanceResource Planningfactoid Marketing Effectiveness42% of firms note that their data is so fragmented that it is almost impossible to build a single coherent picture Aberdeen Group 2013Dynamics Day 2013 Dynamics and Business Intelligence| 19 20. A Focus on Self-Service Case Study 3 - Multi-Source Self ServiceSelf Service AnalyticsOutcome Finance Short Implementation 3 months duration Consistent reporting and measurementSales Marketing Practice Mgmt Increasing awareness, analysis and insight Single self service tool Reduction in fixed web reportsResource Planningfactoid42% of firms note that their data is so fragmented that it is almost impossible to build a single coherent picture Aberdeen Group 2013Dynamics Day 2013 Dynamics and Business Intelligence| 20 21. Dashboards Targeted InfoDashboardsStart a Business Process My Workload Urgent Actions Visual and Interactive ChartsWhat to do NextWhat is the Current StatusAccess to key ResourceDynamics Day 2013 Dynamics and Business Intelligence| 21 22. Dashboards Targeted InfoDashboardsDashboardDynamics Day 2013 Dynamics and Business Intelligence| 22 23. Dashboards Targeted InfoDashboardsRole CentreDynamics Day 2013 Dynamics and Business Intelligence| 23 24. Dashboards Targeted InfoDashboardsRole CentreDynamics Day 2013 Dynamics and Business Intelligence| 24 25. Dashboards Targeted Info Case Study 1 Transport and PostalDashboardsNeed: Improve the awareness of Operational Performance Increase visibility of Sales team Performance Individually help the sales staff achieve and exceed their personal targetsfactoidMgrs with Reports, Self-Service and Dashboards, find the right information 86% of the time, compared to 55% without - Forrester 2013Dynamics Day 2013 Dynamics and Business Intelligence| 25 26. Dashboards Targeted Info Case Study 1 Transport and PostalDashboardsOutcome: 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 AccountabilityDynamics Day 2013 Dynamics and Business Intelligence| 26 27. Dashboards Targeted Info Case Study 2 Professional ServicesDashboardsNeed: 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 placeDynamics Day 2013 Dynamics and Business Intelligence| 27 28. Dashboards Targeted Info Case Study 2 Professional ServicesDashboardsOutcome: 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 listDynamics Day 2013 Dynamics and Business Intelligence| 28 29. Beyond Reporting, Analytics and Dashboards Leverage your BI investmentProcess ImprovementAutomate Business ProcessDynamics Day 2013 Dynamics and Business Intelligence| 29 30. Beyond Reporting, Analytics and Dashboards Case Study 1 Process Automation: EngineeringProcess ImprovementNeed: Decrease the time to produce the month-end financials Increase consistency, reduce error rates 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 Dynamics Day 2013 Dynamics and Business Intelligence| 30 31. Beyond Reporting, Analytics and Dashboards Case Study 2 Process Automation: RecyclingProcess ImprovementNeed: Cost Allocation speed up and reduce effort and error rate Improve cost allocation analytics 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 Dynamics Day 2013 Dynamics and Business Intelligence| 31 32. Focus Areas Operational ReportingProcess ImprovementBusiness IntelligenceSelf Service AnalyticsDashboardsDynamics Day 2013 Dynamics and Business Intelligence| 32 33. Motivation 95% Satisfied with Platform94% Info Delivered on Time68% Satisfied with Platform77% Info Delivered on Time27% YOY GrowthBest In Class (Top 25%)12% YOY GrowthIndustry Average (Middle 50%)26% Satisfied with Platform41% Info Delivered on Time 1% YOY GrowthLaggard (Bottom 25%) Forrester 2013 Dynamics Day 2013 Dynamics and Business Intelligence| 33 34. BI MATURITYMaking BI Work for YouPROACTIVEWhat Will Happen; Best Case/Worst Case?REACTIVEWhat is the next best action?ADAPTIVEHow and why did it happen?ACCESSIBLEWhat is happening now?REPEATABLEWhat happened?VISIBLEDynamics Day 2013 Dynamics and Business Intelligence| 34 35. Any questions? FIND THE INFOGET ANSWERSEXPLORE FACTS 36. Thank youEmail:tim.mole@intergen.co.nz