Dynamics Day 2013 Harnessing Business Intelligence with Microsoft Dynamics

Harnessing

Business Intelligence

with

Microsoft Dynamics

FIND THE

INFO

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FACTS

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ANSWERS

Tim Mole, BI Practice Principal

4 Key Focus Areas with Microsoft Dynamics

Making BI Work for You

The Value of Information

Our agenda

Dynamics Day 2013 – Dynamics and Business Intelligence | 3

The Value of Information

Agility Velocity

Productivity

Right Information, to the Right People,

at the Right Time, in the Right Format


Focus Areas

Business

Intelligence

Operational

Reporting

Self Service

Analytics

Dashboards

Process

Improvement


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



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



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



Invest in your People

Invest in Automation

65% of business users rely on Fixed Reports only! - Forrester 2013factoid


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


80% of Spreadsheets contain critical errors - Gartner 2011factoid


Analytics

• Local Data

• Complex - cross-sheet references, calculations, vlookup hell!

• Errors and inconsistencies

• High manual effort


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


Analytics

factoid SMB’s with integrated ERP and BI saw a 20% increase in time to decision - Aberdeen Group - 2013



Analytics

BI

Platform

+

factoid Self Service delivers 60% lower support costs / user – Forrester 2012


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


A Focus on Self-ServiceCase Study 1 – Education


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


A Focus on Self-ServiceCase Study 2 – Wholesale Trade


Need:

Access to OOTB and more advanced NAV analytics

Simple to use and affordable self-service environment

Common analytical tool, delivered throughout organisation


A Focus on Self-ServiceCase Study 2 – Wholesale Trade


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


A Focus on Self-ServiceCase Study 3 - Multi-Source Self Service


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




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




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





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



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



Dashboard



Role Centre



Role Centre


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


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


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


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


Beyond Reporting, Analytics and Dashboards

Automate Business Process

Leverage your BI investment

Process Improvement



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



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


Focus Areas

Business

Intelligence

Operational

Reporting

Self Service

Analytics

Dashboards

Process

Improvement


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


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

EXPLORE

FACTS

GET

ANSWERS

Email: [email protected]

Thank you

Technology

Dynamics Day 2013 Harnessing Business Intelligence with Microsoft Dynamics