Tagetik BI Solutions

1. Tagetik BI Solutions
Advanced Analytics, Reporting and
Collaborative Information Delivery

2. Introduction & Agenda
Versatile & Comprehensive BI Solutions
> Tagetik 4.0 Enabled by SharePoint
> Collaborative Information & Application Management
> Tagetik & SQL Sever 2012
> In-Memory Analytics with xVelocity & PowerView
> Tagetik Analysis Services Integration
> Dynamic and Interactive Reporting & Dashboarding
> XLCubed
> Empowering the BI Power User
> Roambi
> Mobile Analytics & Publishing
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3. Tagetik 4.0 & Microsoft
Together: A Complete and Unified Solution
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4. Tagetik 4.0

5. Leveraging Microsoft Technology
Microsoft ISV Line of Business Tagetik global sponsor of
Partner of the Year 2011 SQL Server 2012 Global Launch
Managed at corporate level Joint “go to market”
PAMs in all the key countries A dedicated product version:
Tagetik 4.0 enabled by Microsoft Sharepoint
Member of the BIPAC -Web parts for SharePoint integration
- Fully leverage of Microsoft BI Components
Joint product roadmap: Azure and
MSFT SQL Server 2012 Pre defined integration with
Dynamics AX

6. Advanced BI Capabilities with the Microsoft Stack
Industry Leader in BI tools
> Microsoft stack simplifies the integration
with other systems through its ability to
interact with multiple diverse data sources
and seamlessly provide data to multiple
frontend products.
• Gartner Magic Quadrant leader in BI
tools (Jan 2011)
• Powerful Data Discovery with
PowerPivot and Tabular Models
• Lighting Performance with xVelocity
• Ad hoc Dashboarding and Data
Visualization with Power View
• Significantly lower TCO
• No longer the tool just for SMB
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7. Together: A Complete & Unified Solution
Performance Management, Disclosure Business Intelligence & Analytics:
Management & Financial Governance:
 Relational database management system
 Budgeting, Planning & Forecasting  OLAP using MS SQL Analysis Services
 Cash Flow Planning  Reporting Services
 Statutory and Management Consolidation  Power View for self-service reporting/dashboards
 Cost Allocation and Profitability Analysis  In-memory analytics
 Financial Close & Fast Closing  Directly on Tagetik data
 Dashboard and Scorecarding  User-security managed in Tagetik 4.0
 Production Cost Planning
& Control
 Collaborative Disclosure
Management
 Financial Compliance
 Financial Governance
Collaboration:
Communication:
 Share documents, versions, and workflows
 Share user group information (email, phone, IM)  Define tasks
 Organize audio, video and web conferences  Share calendars and deadlines
 Interact using live messenger and social networking software  Share narratives and comments
 Provide announcements and links  Direct access to Tagetik 4.0 via Web Parts
 Advanced Analysis/Reporting via Microsoft BI

8. Tagetik 4.0 Enabled by SharePoint
Collaborative Information & Application
Management
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9. Tagetik 4.0 Enabled by
SharePoint
Tagetik + Microsoft + Consulting
Triangulation:
Microsoft SharePoint BI and SQL technology
Tagetik 4.0 performance management
Strong partner network
= a unified highly collaborative, high impact solution

10. Unified Content, Data and Applications
True Portal Functionality
> Enables the unification diverse information sources in one location
> Custom Tagetik webparts
> Interact directly with Tagetik, including Task, Workflow and Deadline Management
> KPIs and Reporting with PerformancePoint
> Full functionality Dashboarding
> Report Galleries
> Tagetik reports
> Reporting Services
> PowerPivot
> Power View
> Document Collaboration &
Sharing
> News & Email
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11. Custom Tagetik Webparts
My Tagetik Tasks Webpart
> Allows the user to interact with Tagetik workflow tasks directly from a
SharePoint site
> Configurable to specify the Tagetik process,
legal entities and steps. The user can:
> execute the task
> open a Tagetik report using the single sign on
mechanism
> open a Tagetik session using the single sign on
mechanism
> The web part obtains required data and
invokes operations on items via Tagetik’s
HTTP web services.
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12. Unified Content, Data and Applications
Tagetik 4.0 Shortcuts Webpart
> Webpart connects directly
to the Tagetik System
> Can imbed the whole
application, or a Process
within SharePoint where
users can interact with the
system
> Configurable to connect to a list of Tagetik links
> Configurable to launch the Tagetik application in a new tab or window
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13. Custom Tagetik Webparts
Tagetik Report Tree & Tagetik Due Dates
> Report Tree shows all of the available
Reports and Data Entry Forms
> Webpart can be filter reports based on process
or configured to show all
> Open in Data Entry Mode
> Open in Navigation Mode
> Opens using Single Sign-On
> Tagetik Due Dates webpart synchronizes the
SharePoint calendar with Submission deadlines
and due dates in Tagetik
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14. Tagetik & SQL Server 2012
In-Memory Analytics with xVelocity & Power View
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15. xVelocity & PowerView
Top 5 Reasons to purchase/upgrade to SQL 2012
> Mission Critical Confidence
> “AlwaysOn” - Integrated high availability and and disaster recovery system. Easier to
manage data backups and redundancy
> Improved Visualization of your Data
> Ease of use of PowerView web based reporting including export to PowerPoint with
continued data connectivity
> Excellent Performance
> In-Memory technology allows for extremely fast query performance
> Improved Data Quality & Tools
> Improved data validation tools, T-SQL features, monitoring and user tools; all unified in
SQL Server Data Tools
> Scale Business Solutions Fast On-premise or in the Cloud
> SQL 2012 was developed with the cloud in mind, easy to scale and move databases and
create hybrid on-premise/cloud environments
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16. xVelocity & PowerView
In-Memory Analytics & Data Visualization
> Managed Self-Service BI
> Lighting Fast data querying
> End user created, IT managed
> Convert PowerPivot to shared data
model
> Models published to SharePoint
> Data driven by business names not
codes
> Create Interactive Visualizations
with the click of a mouse
> Export to PowerPoint
> Stay connected to your data
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17. Tagetik Analysis Services Integration
Dynamic and Interactive Reporting & Dashboarding
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18. Tagetik Analysis Services Integration
AS Starter Kit
> Pre-built customizable model
> Provides the metadata for creating a cube on top of the Tagetik Relational database
> Contains the same key dimensions as the Tagetik reporting system but can also be customized
to suit your specific analytical needs
> Maintains all the “Financial Intelligence” in the Tagetik System,
including:
> FSTs
> KPI Calculations
> User visibility rights
> Delivers Dynamic Slice & Dice Reporting capabilities
> The cube pre-aggregates data along key dimensions to enable faster and more in-depth
querying of data. Increased performance means that users can make changes to reports on
the fly, drilling into data, or examining slices
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19. XLCubed Version 7
Dynamic and Interactive Reporting & Dashboarding
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20. XLCubed Version 7
Dynamic and Interactive Reporting & Dashboarding
> Offers Advanced Reporting and Dashboard creation for BI Power Users
> User friendly graphical interface creates custom MDX for dynamic reporting
> Core Functionality
> Navigate cube data in Grids through
advanced drilling and filtering
> Data slicers that allow for specifying members
across levels of hierarchies
> Creation of dynamic calculations
> Creation of MDX Custom Calculations
(measures) via GUI wizard
> Propagate Across Sheets
> Dynamic In-cell Charting
> Breakout Analysis
> Convert to Formula
> Small Multiples graphing
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21. XLCubed Version 7
Dynamic and Interactive Reporting & Dashboarding
> XLCubed Web
> Publish your excel Reports to the web with the
click of a button
> SharePoint Integration
> Share web reports with colleagues through
SharePoint
> Interactive Mapping
> Graphically map you data
> Supports: Global countries, US states, Latitude &
Longitude bubbles
> SQL 2012
> Supports OLAP, BISM & SQL queries
> Scheduled Report Distribution
> Distribute reports based in a set schedule to
defined groups/individuals and reports based on
web parameters
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22. Roambi
Mobile Analytics & Publishing
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23. Roambi
Mobile Analytics & Publishing
> Roambi Analytics
> Provides visualizations designed to create mobile
dashboards that are distributed via iPad, iPhone and
Blackberry devices.
> Roambi Flow
> Merges the visualizations of Roambi Analytics with
editorial to provide a “magazine-like” user experience
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24. Mobile BI
Roambi Analytics
Roambi in App Model
> End user is much more engaged than traditional
“Mobile BI” solutions
> Dynamic nature provides more information, and more
relevant information
> Product designed from ground
up for mobile devices
Leveraging the Microsoft Backend
> Tagetik powered by Microsoft provides the data
> Published, stored and delivered securely via Microsoft
SharePoint or Reporting Services Portal
> Leverages Microsoft technology to allow for Row Level Security
so Roambi files can be tailored to the end user
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25. Mobile BI
Roambi Flow
Integration of Analytics and Content
> With the integration of text, graphics and Roambi Analytics
visualizations, you can tell the story behind the numbers and
explain in depth the results data indicated by your data.
> Publish output of Tagetik Collaborative Disclosure Management
delivered directly and securely to user’s iPads.
> Imbed Roambi Analytics into Flow document with a PDF source,
providing for a richer and more in-depth user experience.
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26. √ Thank you
Anthony Marzetti
Business Intelligence Specialist
anthonymarzetti@tagetik.com
www.tagetik.com