BI315

Business Performance
Management on the Microsoft
Business Intelligence Platform

Grant Paisley
SQL MVP
Angry Koala
http://ak.com.au
grant @ angrykoala.com.au
New Zealand Army.wmv
Agenda

Overview
User Experience
Architecture
Business Scorecard Manager
Extend and Integrate
Business
Performance
Management

Who is it for?

What is a scorecard?

How do I build one?

Who is it for?
Changing the paradigm
Scorecarding for the masses
What BPM customers want from scorecards

Business Decision Makers

Access to multiple data sources for exception reporting
Deep analysis in context
Integrated collaboration environment
Alerting on changes in data

Business Analysts
A system of recording for business definitions
Empowering KPI and scorecard designer
Auditing, versioning, and reversion capabilities

IT Administrators
Centrally managed, scalable BI platform
Better partnership with business users in scorecard and
KPI authoring
What is a Scorecard?
Three things…

Key

FOSH

Glue
Measuring Strategic Performance

“You can’t manage what

you can’t measure. You
can’t measure what you
can’t describe”

Robert Kaplan and David Norton

Authors of “The Balanced Scorecard”
What are Scorecard Terms?

What is the How will the What

strategy performance of performance
trying to the objectives level is
achieve? be monitored? required?

Objectives KPIs Targets

% of customers
Increase customer
surveyed who rate 65% #1
confidence in
us as their top 90% #1 or #2
our advice
source of advice
Perspectives?

Financial Indicators Internal Business Indicators

Financial Operational Excellence
… financially, how should we appear to our …with customers and shareholders, what business
stakeholders? processes must we excel at?

• Return on Assets • Time spent with prospective customers

• Cash flow • Tender success rate
• Project Profitability • Safety/Accident rate
• Sales Forecasts • Length of project lifecycle
• … • …

Customer Indicators Innovation and Learning Indicators

Sales Human Resources
… in our vision, how should we appear to our …in our vision, how will we sustain our ability to
customers? change and improve?

• Customer Survey • % revenue from new products/services

• Customer Ranking • Staff attitude survey
• Market Share • Number of employee suggestions
• On-time delivery • Cycle time
• … • …

The FOSH Metrics

 What is Scorecard ?
Perspectives y
ilit
b
ta
Financial u n
Performance Performance
c co
“How should we appear to our A Measurement Management
stakeholders?”

Objectives Objectives Objectives KPI’s Initiatives

Customer KPI 1
“How should we appear to our KPI 2
customers?”

Objectives Objectives Objectives

KPI 1
Internal Business Process KPI 2
“What business processes must
we excel at?”

KPI 1
Objectives Objectives Objectives
KPI 2

Innovation and Growth

“How will we sustain our ability to
change and improve?” KPI 1
KPI 2
Objectives Objectives Objectives
 What is Scorecard ? Collaboration &
Perspectives y
Feedback
ilit
b
ta
Financial u n
Performance Performance
c co
“How should we appear to our A Measurement Management
stakeholders?”

Objectives Objectives Objectives KPI’s Initiatives

Customer KPI 1
“How should we appear to our KPI 2
customers?”

Objectives Objectives Objectives

KPI 1
Internal Business Process KPI 2
“What business processes must
we excel at?”

KPI 1
Objectives Objectives Objectives
KPI 2

Innovation and Growth

“How will we sustain our ability to
change and improve?” KPI 1
KPI 2
Objectives Objectives Objectives
Business Scorecard Manager
BSM
BSM Product Summary

Advanced KPI and Scorecard Authoring and

Management
Cascading of metrics across organizations
Sourcing of metrics from multiple data sources
Multiple targets (plan, budget forecast) to compare
and contrast performance
BSM Product Summary

Dashboard functionality
Charts, graphs, spreadsheets and pivot tables driven
by data from Scorecards and KPIs
Analyze, interact with, drilldown into and annotate
data in the context of consistent business
definitions
Scorecards and reports move in concert as a user
drills down for detailed analysis
Business Scorecard
Manager 2005 – User View
Architecture
Integrated Offering
Office

SQL

Analytic Business Scorecarding

Applications (BSM)

Portal
(SPS)
End-user
Tools End-user Analysis
(Excel)

Integrate Analyze Report

(SSIS) (SSAS) (SSRS)
BI
Platform
Data Warehouse
(SQL RDBMS)
Microsoft BI Offering

Analytic Business Scorecarding

Applications (BSM)
Integrate (ETL) Analyze (Excel)
Analyze (OLAP and Portal Collaborate (BI
(Office Server)
End-userData Mining) Portal)
Tools Report (Reports and End-user Analysis Manage (KPIs,
Notifications) (Excel) Scorecard)

Leading Vendor in Integrate

OLAP Analyze Over 100,000
Report
for 3 consecutive years
(SSIS) (SSAS) Downloads(SSRS)
for Excel
BIMore than 160K copies of Add-in and the Business
Platform
SQL Server 2000 Reporting Scorecard
Services installed Data Warehouse
(SQL RDBMS)
BSM Architecture

Scorecard Data Scorecard and

Sources Viewer Webparts
Builder Editor

Scorecard Scorecards
Builder SharePoint Experience
Scorecards are created in a Webparts provide rich, integrated
business user-focused analysis experience leveraging key
WinForms UI Microsoft technologies

Scorecard Application
Engine natively
supports multiple
data sources Scorecard
Metadata DB
ODBC Metadata schema
offers extensible
KPI and
scorecard
definitions
Source Systems Cubes
SQL Server 2000 SQL Server 2000
SQL Server 2005 SQL Server 2005
BSM KPI Definition
KPI
A set of data source mappings, business logic and
application metadata representing a business metric
KPI Targets (sub-ordinate to KPI)
A target with which the actual of a KPI is compared and
contrasted
KPI Report View (sub-ordinate to KPI)
A supporting report stored with a KPI, can be serialized
OWC component, parameterized URL or SQL Report
Indicator Set
A set of icons, display text and background and text colors
associated with a KPI Target
Data Source
A container for a fixed value or connection information to
an ODBC or ADOMD.NET data source
BSM Scorecards Definition
Scorecard
A hierarchy of KPIs and Objectives plus application
metadata
Objectives (sub-ordinate to Scorecard)
A grouping of KPIs and/or Objectives that exists in the
context of a Scorecard
Configured View (sub-ordinate to Scorecard)
A view of a scorecard hierarchy with rendering
specifications (e.g. headers, new labels, fonts sizes, etc.)
Scorecard Report View (sub-ordinate to Scorecard)
A supporting report stored with a Scorecard, can be
serialized OWC component, parameterized URL or
SQL Report
Annotations
Multi-dimensional comments
Specific to a Scorecard
Read permissions on a scorecard allows
users to write comments
Annotations are insensitive to slice
ordering
Extensibility
The Annotation web service APIs:
1. Create, Read, Update and Delete Annotations
2. Trim Annotations (by Scorecard, by KPI, by
Owner and by Last Updated Time).
 Legend: Scorecard Component
System Components Scorecard Dependency
Clients and server Scorecard Light-up

Windows XP, SP2+

Internet Explorer 5.5+
Office Web Components
Office Web Components 2003
2003
Scorecard Builder
Dashboard Authoring
Clients Clients

Scorecards DLL Windows Server 2003, SP1+

Scorecards Database SPS / WSS
Scorecard
Scorecard Web Parts SSAS
Web Service
Server SSRS
SSRS Export (optional) SSRS Database
SSNS Alerts (optional) SSNS Client + Engine
SSNS Database
Multi-Dimensional Scorecards
Scorecards for deep analysis in context
Multi-Dimensional Scorecards
Scorecards for deep analysis in context

By Time +
Configured Views By Product

Application Layer
Geo

Canadian Consumer
Scorecard
Goods P&L Scorecard
Average Discount
Units Sold (Canadian
BSM KPIs (Canadian Consumer
Consumers Goods)
Goods)

Data Source

Data Layer
Worldwide Sales Cube
Multi-Data Source Scorecards
”Launch Pad” Scorecards for exception reporting
Multi-Data Source Scorecards
“Launch Pad” Scorecards for exception reporting

vs. Plan vs. Stretch

Application Layer
Configured Views Targets Targets

Canadian Subsidiary
Scorecard Scorecard

Ontario Toronto Pipeline

BSM KPIs Units Sold Advertising Opportunities
Expense

Data Source

Data Layer
Excel
Ontario Advertising Spreadsheet
Campaign Cube
Worldwide Sales Cube
AS2K
AS2K5
Business Scorecard Manager
2005 - Under the covers
Extend and Integrate

Parameter Passing
Report View Plug-in Architecture
Web Service APIs
SQL Server
Reporting Services
Data Mining
Notification Services
Passing Parameters to a Web Page

Query string parameters:

Scorecard ID
Scorecard View ID
Active Page filters
Selected cell’s:
row dimension slices
column dimension slices
Objective (KPI Group ID)
Actual / target (KPI Measure ID)
Sample web page code
ASP.NET Page

• The webpage parses the query string and extracts all the
filtering values
Add the Webpage as a Report View

Business
Scorecard
Builder

• Add a new Report View for a Scorecard or KPI

• Report view type is Webpage
• URL points to the new page that parses the page filters
• Check the Append page filters checkbox
• Deploy the scorecard to a Share point site
Report View Plug-in Architecture

Custom report view types can added to the

available types of report views
Report View Plug-in Architecture

3rd party defined controls

Report View Plug-in Architecture

3rd party defined

WebControl
Web Service API
Create, Update, and Delete methods for
primary elements:
Scorecards
KPIs
Data Sources
Indicators
Alerts
Annotations
View Generation
Annotations
Alerts
Integration with Data Mining Services

2
1

1. The trained “Time Series” mining model is applied on the KPI

value and a dataset containing the forecasted values is
returned
2. The Report View WebPart contains a ASP.NET page displaying
the resulting set
 Sample: Integration with SQL Data Mining
Services
Time Series Forecasting

Actual
KPIs
Value

Week of the Year Predicted Future

Past
Values
Values
Integration with SQL Data Mining Services

Business Scorecard Manager WebPart

Yukon
AS2K Scorecard Report

WEB Service
Data SOAP
Data View View
Source
Source ADOMD.NET

Metadata Store
(SQL) ADO.NET

ADOMD.NET
Business Scorecard Manager ADOMD.NET SQL Server 2005

Predicted KPIs
2 1
KPI Target
KPI Actual +
Dim Mapping Historical Data
+Time Intel
Prediction
DM Engine DM Engine
Training
Time-Series Trained
Mining Model Mining
Models
Alerts

Supports scheduled, threshold-based alerts

Editors define scorecard alerts through Builder
Readers subscribe to existing alerts and customize
them through the scorecard web part
Alert CRUD APIs are exposed through the web
service
SQL Notification Services can be extended to
support other delivery systems
SQL Reporting Services Integration

Scenario 1
Save to File + Modify in Report Designer
SQL Reporting Services Integration

Scenario 2
Deploy to Report Server
 Reporting Services Integration

SQL Server Reporting Services

Business Scorecard Manager 2000/2005

Business Scorecard Server Data Processing Extension

Connection Connection
OLAP
WEB Service
Data ADOMD.NET
Command Command
Source
SOAP
Data Reader Data Reader
Metadata Store
(SQL) ODBC
View Data View Data
Business Scorecard Builder SOAP
RDL
UI RDL Report
Generation Server
Module
Module
Report
Designer
Software Requirements
Minimum Install
BSM Server
Windows SharePoint Services 2.0
SQL 2000 & SP3+
SQL 2000 Analysis Services & SP3+
Windows Server 2003
BSM Client
Windows XP SP2+
Recommended Technologies
SQL 2005
Analysis Services KPIs for centralized management
Reporting Builder for ad hoc query
SQL 2005/2000
Reporting Services for exporting scorecards
Notification Services for data-driven alerting (Beta 2)
Office 2003
Office 2003 Web Components for advanced analysis and charting
Visio 2003 & Visio Viewer for strategy map presentation
SharePoint Portal Server 2003 for search and personalization
Summary

Business Scorecard Manager 2005

Advanced scorecard authoring and
management
Extensive dashboard functionality
Technical Architecture
Extend and Integrate
Remember!

+ +

=
Next Steps

BSM Beta II available now

http://office.microsoft.com/en-us/
FX012225041033.aspx
RTM end of Sep 2005
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Questions and Answers
We invite you to participate in our
online evaluation on CommNet,
accessible Friday only
If you choose to complete the evaluation online,
there is no need to complete the paper evaluation
 © 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.