Learn how Microsoft technology supports your initative for performance management. PerformancePoint Server completes an end-to-end vision for Microsoft BI and enables organizations to monitor, analyze, and plan to drive results.

2. Nic Smith BI Solutions Marketing Microsoft Corporation

4. Scorecards Slide decks Meetings Analytic applications Presentations Financial reports Dashboards Webcasts Charts and graphs Internet Project plans Documents Spreadsheets Intranet Blogs Portals RSS feeds Business books Television reports Magazines Newspapers IM/chat Email

5. 1990s 2000s Financial Systems Infrastructure Increasing Globalization Internet bubble Accounting Scandals Shareholder, Board Transparency Business Trends Affecting Finance Technologies for Finance Business Intelligence Internet E-mail Y2K updates Desktop Accounting Compliance Controls Enterprise Risk Management Information explosion Business complexity

6. Source: "The Changing Role of the Finance Organization in a Multi-Polar World: Accenture High Performance Finance Study 2008." High performers are more focused on strategic business issues than operational details High performers invest in advanced capabilities

8. Organizational Alignment Finance & Ops Management Costing, budgeting, forecasting, tactical dashboards Executive Management Strategic & capital planning, scorecards, risk dashboards Front Line Employees Collaboration, reports, action Enterprise Performance Management (EPM) aligns and connects the entire organization – everyone knows goals and roles Continual process

12. Need for an Integrated Approach Forecasting What will happen? Planning and Budgeting What do I want to happen? Dashboard What is happening now? Analytics Why did this happen? Scorecard How to coordinate what happens? Management Reporting Financial Consolidation What did happen? Common KPI’s and Business Rules

14. “ Less than 5.0% of the typical workforce understands their organization’s strategy” Kaplan & Norton

15. Actionable strategy has a financial plan

16. Why is Planning Important? Source: IBM Business Consulting Services, The Global CFO Study 2005 Moderately effective organizations in managing performance Utilize collaborative planning, reporting and decision-making process Employ rolling forecasts, based on relevant business events Use a streamlined, integrated budgeting process Create enterprise-wide performance management reporting 48% 50% 55% 71% 28% 43% 65% 68% 50% Use linked and aligned scorecard metrics cascaded down to each function and business unit 35% Recommended Actions Evidence from Highly Effective Organizations Highly effective organizations in managing performance

21. The Microsoft Difference for Finance Financial & Business Reporting Treasury & Cash Management Corporate Strategy Budgeting & Planning Compliance Risk Management Analysis & Monitoring FINANCE DEPARTMENT Information Technology Legal & Regulatory Human Resources Sales & Marketing Business Units REST OF THE BUSINESS Operations Management Data Management Across Multiple Systems

23. What happened? Reporting, Consolidation What is happening? Scorecards and Dashboards Why did it happen? Analytics What will happen? Forecasting What do I want to happen? Planning, Budgeting

27. Mainframe/ Departmental Systems END USER TOOLS AND PERFORMANCE MANAGEMENT APPLICATIONS BI PLATFORM (RDBMS, ETL, OLAP, Reporting) DELIVERY

30. Oticon

31. Wenatex

34. High Performance is a Journey Tactical Operating Aligning Accelerating Leading No management methodology Manual planning process Financial metrics BI = spreadsheets Strategic Three to Five Year Progression “ Try on” methodology (BSC, Six Sigma) Process codification – financial planning Departmental metrics Pockets of BI, data marts Methodology permeates Closed-loop continuous process Metrics cascade throughout BI standardization Innovate methodology Continuous planning (frequency) Extended enterprise scorecards BI extranets Use of BI First step is to know your “BI Maturity”