TPG The Project Group - BI & Reporting Webinar 2013 1.0
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TPG The Project Group - BI & Reporting Webinar 2013 1.0
- 1. Consulting | Solutions | Products | Training Business Intelligence & Reporting Microsoft Project Server & SharePoint
- 2. Consulting | Solutions | Products | Training Agenda 1. Corporate Profile 2. Industry Experience 3. Options for BI and Reporting 4. Examples 5. Live Demonstration 6. Finish
- 3. Consulting | Solutions | Products | Training TPG – Who We Are… Founded 1998 2012 Subsidiary Africa & Austria Managed by its owners (no venture capital) 2011 Subsidiary Switzerland 2010 approx. 130 employees 2009 PMI R.E.P. certified SAP certified Subsidiary UK 2007 Subsidiary USA Microsoft Gold certified International full-service provider of consulting, implementation, hosting, products, and training for project management solutions based on Microsoft technologies and integrated with ERP systems like SAP. Business Focus
- 4. Consulting | Solutions | Products | Training TPG – Where We Are… TPG AMERICA TPG UK TPG AUSTRIA TPG SWITZERLAND TPG AFRICA TPG GERMANY BR | Prosperi AU | iPMO NZ | PIPC NO | Intersoft SG|Systemethod IL | MATANFI | Tietotalo DK | ProjectumFR | Teamsquare GR | PLANETIN | DiametriksBE | Tobius TR | ROTA TH | TNIS Wordwide implementation Partners Our landscape today
- 5. Consulting | Solutions | Products | Training TPG – We Are Working With… Our Partnerships and certifications: Microsoft Gold Partner Member of Microsoft Partner Advisory Council SAP certified (TPG PSLink) PMI certified (R.E.P) Worldwide product implementation partners (Australia, Brazil, Denmark, Finland, France, Greece, Mexico, New Zealand, Norway, Singapore, Thailand, Turkey)
- 6. Consulting | Solutions | Products | Training Extract of TPG Customers – throughout all verticals
- 7. Consulting | Solutions | Products | Training TPG – What we do… CONSULTING PRODUCTS SOLUTIONS TRAINING
- 8. Consulting | Solutions | Products | Training Why Microsoft for BI & Reporting? Providing BI to all employees to help drive business performance Familiar, intuitive interface and self-service capabilities Relevant, consolidated views of business data Integrated with a collaborative infrastructure Enterprise-ready on a trusted & extensible platform Unparalleled economic value
- 9. Consulting | Solutions | Products | Training Empowering Your People with Business Insights Business is challenged to… Microsoft offers…
- 10. Consulting | Solutions | Products | Training Enabling IT Efficiency Business is challenged to… Microsoft offers…
- 11. Consulting | Solutions | Products | Training AccesstheRightInformationtoTranslateStrategyintoActionand EnableAccountability Easily navigate and perform rich analysis in a browser Enable everyone to create rich dashboards that convey the right information Review performance relative to strategy through strategy maps
- 12. Consulting | Solutions | Products | Training Benefits for an organisation 1.Faster time to market 2.Reduced costs 3.Improved resource utilisation 4.Visibility of bottlenecks by management 5.Improved organisational efficiency 6.Benefits realised
- 13. Consulting | Solutions | Products | Training Primary Reporting Options Project on the desktop Project Server Reporting Database ODATA with Project Online SQL Server OLAP cubes Excel connected to OLAP cubes Microsoft Performance Point SharePoint Server Enterprise Microsoft SQL Report Builder Configuration / custom Microsoft SQL Reporting Services Custom reports Any data source
- 14. Consulting | Solutions | Products | Training Reporting Options BusinessDataWebParts ChartWebPart ContentQueryWebPart DataViewWebPart ExcelServices ListViews PerformancePoint2010 PowerPivot ReportingServices2008R2 SharePointKPILists VisioServices Analysis Services Business Connectivity Services Excel Services External List List / Library PowerPivot Reporting Services SQL Table / Query Visio Web Service Reporting Technology DataSource Full Compatibility Partial Compatibility - See Notes No Compatibility Not Applicable Legend Giles Hamson
- 15. Consulting | Solutions | Products | Training SQL Reporting Servivces
- 16. Consulting | Solutions | Products | Training Excel Based Reporting
- 17. Consulting | Solutions | Products | Training
- 18. Consulting | Solutions | Products | Training Resource Utilisation and Workload Drilldown Extends standard “resource over-allocation” functions to help identify where resources on your project team may be committed elsewhere, and drilldown to identify project demands
- 19. Consulting | Solutions | Products | Training
- 20. Consulting | Solutions | Products | Training
- 21. Consulting | Solutions | Products | Training
- 22. Consulting | Solutions | Products | Training
- 23. Consulting | Solutions | Products | Training
- 24. Consulting | Solutions | Products | Training Live Demonstration Project Server ODATA Excel Excel Power Viewer SQL Data Excel Performance Point SQL Reporting Services
- 25. Consulting | Solutions | Products | Training Delivering on the Vision Technologies to Support BI Existing investments , interoperable platform, storage optimization Enterprise-class scalability Familiar, intuitive IT tools Dashboards Scorecards Unified business productivity platform Familiar, intuitive user tools Self-service BI Centralised portals Integrated search Improving organisational effectiveness Enabling IT efficiency Empowering your people with business insight Data infrastructure and BI platform Business collaboration platform Business user experience
- 26. Consulting | Solutions | Products | Training Why Microsoft for BI? Providing BI to all employees to help drive business performance Familiar, intuitive interface and self-service capabilities Relevant, consolidated views of business data Integrated with a collaborative infrastructure Enterprise-ready on a trusted & extensible platform Unparalleled economic value
- 27. Consulting | Solutions | Products | Training THANK YOU… www.theprojectgroup.com christopherp@theprojectgroup.com
- 28. Consulting | Solutions | Products | Training TPG The Project Group – World wide addresses Headquarters Munich Destouchesstr. 68 D-80796 München Tel: +49 (89) 615593-30 info@theprojectgroup.com Office Mainz Gonsenheimer Höhe 12 D-55122 Mainz Tel: +49 (6131) 92 09 602 info@theprojectgroup.com Office Dortmund Wülferichstraße 20 D-44339 Dortmund Tel: +49 (231) 494 08 94 info@theprojectgroup.com Subsidiary Austria Ernest-Thunstraße 11a A-5020 Salzburg Tel: +43 (676) 670 25 69 Austria@theprojectgroup.com Subsidiary Switzerland Christoph Merian-Ring 11 4153 Reinach BL Tel.: +41 (61) 711 33 11 Switzerland@theprojectgroup.com Subsidiary Great Britain New City Chambers 36 Wood Street, Wakefield West Yorkshire, WF1 2HB Great Britain Tel: +44 8443350368 UK@theprojectgroup.com Subsidiary Africa Route 21, Corporate Park c/o Nellmapius & Goedehoop Drive Irene | South Africa Tel: +27 12 345 3518 Africa@theprojectgroup.com Subsidiary America 2500 York Road, Suite 115 Jamison, PA 18929 USA Tel: +1 800 804 0646 America@theprojectgroup.com
Editor's Notes
- Timing: 3 minutesPresenter Script: As I touched on at the beginning of this presentation, analysts agree that BI remains a top priority for enterprises, particularly in these challenging economic times. As Forrester points out, “improved insight and smarter and faster decisions continue to remain increasingly important competitive differentiators.” Unfortunately, too often the potential of BI is never fully realized. In fact, in the same article, Forrester also observes that “as the demand for pervasive and comprehensive BI applications continues to increase, the complexity, cost, and effort of large-enterprise BI implementations increases as well.” BI is critically important and yet many enterprises are plagued by failed implementations, lackluster performance, or low usage. As TDWI found in its survey, “the key to making BI pervasive is getting users to adopt and use the BI tools that an organization purchases for them.” We believe the answer to driving usage of BI tools, to enabling data-driven decision making and a performance-based culture, is to minimize cost and complexity and to bring easy-to-use BI tools to your users, rather than forcing your users to come to the BI tools. As we’ve discussed today, our vision for BI is to help you:Empower all people across your organization, at all levels, with business insights to make better, faster, more relevant decisions—strategic, tactical, and operational—with familiar, intuitive tools, powerful self-service capabilities, and integration with collaborative portals and enterprise search.Improve organizational effectiveness by giving everyone a relevant, consolidated, consistent view of your business data and visibility into your corporate and team objectives through dashboards and scorecards and with a unified collaborative infrastructure.And enable IT efficiency so that your organization can respond quickly and cost effectively to your evolving information needs with a scalable enterprise platform and familiar, intuitive development and management tools.And alongside all of this, we are committed to enabling our customers to realize the full potential of pervasive BI at a competitive cost. Particularly at a time when businesses have never been under greater budgetary pressure and when TCO and the return on your investment are paramount, we are more determined than ever to make the vision of pervasive and yet cost-effective BI a reality: By enabling you to use your existing investments to deliver BI capabilitiesThrough an open and interoperable platform to minimize integration and development efforts and costsBy reducing your training requirements and boosting productivity through familiar and easy-to-use toolsWe would welcome an opportunity to discuss how we can help your organization achieve your BI goals.Presenter Guidance:Boris Evelson, “The Business Case for BI: Now More Critical Than Ever,” Forrester Research, Inc., August 25, 2009, http://www.forrester.com/Research/Document/0,7211,54955,00.html (requires Forrester login)Wayne W. Eckerson, “Pervasive Business Intelligence: Techniques and Technologies to Deploy BI on an Enterprise Scale,” TDWI, 2008, http://download.101com.com/pub/tdwi/Files/TDWI_BPR_PerBI_WEB.pdf
- Timing: 1 minutePresenter Script: So, let’s start with empowering your people with business insights. What are we talking about here? To begin, we’re talking about “democratizing” the availability of information in your organization, to extend BI through familiar tools to people at all levels of the organization, not just your senior executives or analysts.We’re also focused on providing self-service tools that empower users directly, so that we can reduce the burden on IT.And it’s also about making it easier for users to share and find each other’s insights. Tools such as centralized portals and integrated enterprise search can help here.Let’s talk through each of these points.
- Timing: 1 minutePresenter Script: This is the third area that we really focus on with BI: enabling IT efficiency. This is partly about helping your IT staff work more productively, but it’s also about ensuring that your BI solution continues to meet your business needs without compromising on cost or complexity. Specifically, our focus is on helping you:Cut cost and complexity with your BI solution by enabling you to maximize the value you are getting from your existing investments, by enabling you to benefit from an open and interoperable platform, and by helping you make the most of your database storage.Easily scale your BI solution so that you can support all users across your enterprise at a lower total cost of ownership.Increase IT productivity with developer and administrator tools that are familiar and intuitive.Let’s look at each of these areas a little more closely.
- Timing: 7 minutesPresenter Script: So, we’ve spent the last 30 minutes or so talking about the opportunity to deliver BI pervasively across your organization for better business insights, greater organizational effectiveness, and improved IT efficiency. Let’s get more specific now about the technologies that you can use to achieve these goals.Microsoft BI is made up of three core technologies: Microsoft SQL Server® database software, which serves as the underlying data infrastructure and platform.Microsoft Office SharePoint® Server, which serves as the business collaboration platform. Microsoft Office, which delivers the primary business user experience. Let’s talk about the role that each of these technologies plays in the wider solution, to deliver on our vision for pervasive, cost-effective BI in the enterprise.Let’s start with the underlying data infrastructure and platform. SQL Server provides a scalable BI platform optimized for data integration, reporting, and analysis, enabling you to deliver intelligence where your users want it.It can help you empower your people with business insights, by enabling business users to create their own reports and explore corporate data through an intuitive interface, even when they don’t have a deep technical understanding of the underlying data structures. Users can also render SQL Server reports directly to Office Excel and Office Word. And the upcoming SQL Server 2008 R2 release will add new managed self-service capabilities to extend the reach of BI to all employees across the enterprise.It can help you improve organizational effectiveness by bringing together data from multiple heterogeneous sources. You can then incorporate this data into a single report for a comprehensive, at-a-glance view. It can help you enable IT efficiency, because it is based on an open platform that supports industry standards for easier interoperability with other corporate systems; plus, it delivers out-of-the-box tools for consolidating your data. In addition, it includes multiple options for consolidating your database storage and enables data compression to minimize storage requirements while boosting performance. It also offers enterprise-class scalability. For example, with the SQL Server Fast Track Data Warehouse (a set of reference architectures and technical guidance to create a customized, highly scalable enterprise-class data warehouse solution to reduce the typical budget, time, and effort required), you can scale individual servers up to 32 terabytes; plus, with the upcoming release of Project codename “Madison,” it will enable you to scale out from terabytes to a petabyte while delivering performance at low cost. And finally, with familiar, intuitive IT tools—such as the rich visual development environment provided by the SQL Server Business Intelligence Development Studio and a unified management tool that provides an integrated management experience across SQL Server technologies—your developers and administrators will be able to work more productively.Turning to the middle tier, or the business collaboration platform, Office SharePoint Server 2007 provides an infrastructure that makes it easy for your people to access up-to-date information, collaborate, and make decisions, whether on the desktop or over the Web.It can help you empower your people with business insights by making it easier to discover and access information. For example, the Business Data Catalog (BDC) (part of Office SharePoint Server) creates a foundation for BI search, simplifying the process of discovering and accessing data in LOB applications. Office SharePoint Server also enables you to publish and manage reports from SQL Server on centralized portals. And through Excel Services (part of Office SharePoint Server), it supports broad sharing of spreadsheets, improved manageability and security, and the ability to reuse spreadsheet models by using a scalable server-based calculation service and interactive Web-based user interface.It can help you improve organizational effectiveness, by enabling you to build user-specific dashboards and scorecards that assemble and display business information from disparate sources, such as dynamic KPIs, Office Excel spreadsheets, SQL Server reports, and data from back-end LOB applications. (As we announced in January 2009, we are consolidating the scorecard, dashboard, and analytical functionality from Microsoft Office PerformancePoint® Server business intelligence software into Office SharePoint Server Enterprise as “PerformancePoint Services for SharePoint,” which makes these capabilities available throughout the organization at a lower total cost of ownership [TCO]). Plus, Office SharePoint Server is the foundation for our unified business productivity platform, delivering integrated collaboration, ECM, and enterprise search capabilities in addition to BI plus the ability to pull in data from back-end systems as well as third-party reports and data.Finally, let’s talk about Microsoft Office, which is pivotal to our vision of empowering people with business insights. Microsoft Office provides a familiar interface for your BI capabilities, encouraging rapid adoption. The combination of this familiar interface plus an intuitive toolset will enable your users to embrace BI without a steep learning curve and help them find answers faster and make better, more informed decisions. Office Excel is the most commonly used BI tool today, and for good reason. It is a powerful application that provides all the functionality your users need to create spreadsheets, analyze data, and share information in a manageable environment. It makes it easier than ever for them to create and use reports that include rich data visualization, information from inside and outside your organization’s data warehouse, Microsoft PivotTable® dynamic views, and professional-looking charts that contain the information that drives business performance. And before we move on to the next slide, I’d just like to finish off on a key point. Because all three of these products are often already in place and in use in organizations, they enable you to make the most of your existing investments, to help reduce the cost and complexity of your BI solution.Presenter Guidance:SQL Server: http://www.microsoft.com/sqlserver/2008/en/us/business-intelligence.aspx, http://www.microsoft.com/bi/products/sql-server-2008.aspxOffice SharePoint Server: http://sharepoint.microsoft.com/product/capabilities/bi/Pages/default.aspx, http://www.microsoft.com/bi/products/sharepoint.aspxOffice Excel: http://www.microsoft.com/bi/products/excel.aspx
- Timing: 3 minutesPresenter Script: As I touched on at the beginning of this presentation, analysts agree that BI remains a top priority for enterprises, particularly in these challenging economic times. As Forrester points out, “improved insight and smarter and faster decisions continue to remain increasingly important competitive differentiators.” Unfortunately, too often the potential of BI is never fully realized. In fact, in the same article, Forrester also observes that “as the demand for pervasive and comprehensive BI applications continues to increase, the complexity, cost, and effort of large-enterprise BI implementations increases as well.” BI is critically important and yet many enterprises are plagued by failed implementations, lackluster performance, or low usage. As TDWI found in its survey, “the key to making BI pervasive is getting users to adopt and use the BI tools that an organization purchases for them.” We believe the answer to driving usage of BI tools, to enabling data-driven decision making and a performance-based culture, is to minimize cost and complexity and to bring easy-to-use BI tools to your users, rather than forcing your users to come to the BI tools. As we’ve discussed today, our vision for BI is to help you:Empower all people across your organization, at all levels, with business insights to make better, faster, more relevant decisions—strategic, tactical, and operational—with familiar, intuitive tools, powerful self-service capabilities, and integration with collaborative portals and enterprise search.Improve organizational effectiveness by giving everyone a relevant, consolidated, consistent view of your business data and visibility into your corporate and team objectives through dashboards and scorecards and with a unified collaborative infrastructure.And enable IT efficiency so that your organization can respond quickly and cost effectively to your evolving information needs with a scalable enterprise platform and familiar, intuitive development and management tools.And alongside all of this, we are committed to enabling our customers to realize the full potential of pervasive BI at a competitive cost. Particularly at a time when businesses have never been under greater budgetary pressure and when TCO and the return on your investment are paramount, we are more determined than ever to make the vision of pervasive and yet cost-effective BI a reality: By enabling you to use your existing investments to deliver BI capabilitiesThrough an open and interoperable platform to minimize integration and development efforts and costsBy reducing your training requirements and boosting productivity through familiar and easy-to-use toolsWe would welcome an opportunity to discuss how we can help your organization achieve your BI goals.Presenter Guidance:Boris Evelson, “The Business Case for BI: Now More Critical Than Ever,” Forrester Research, Inc., August 25, 2009, http://www.forrester.com/Research/Document/0,7211,54955,00.html (requires Forrester login)Wayne W. Eckerson, “Pervasive Business Intelligence: Techniques and Technologies to Deploy BI on an Enterprise Scale,” TDWI, 2008, http://download.101com.com/pub/tdwi/Files/TDWI_BPR_PerBI_WEB.pdf