Dr Nigel Geary, Founder & President PrecisionPoint Software

separatesnottySoftware and s/w Development

Nov 25, 2013 (3 years and 23 days ago)

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Dr Nigel Geary, Founder & President

PrecisionPoint Software

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Agenda

Welcome

Short Presentation

Interactive Discussion

Wrap
-
up

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Goals

Explore what we mean by BI

Business Objectives of BI

Analyze alternative approaches

Architectural Alternatives

Practical Approaches to achieving BI

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Your Speakers

Dr Nigel Geary


Founder, PrecisionPoint Software


Nigel.Geary@Precision
-
Point.com

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PhD in Computer Modelling (Polymers) Un

1978
-
82 BPM (mainframe)

Pre
-
Spreadsheet Interactive Business Modelling

Budgeting, Reporting, What
-
if?

1982
-
88 EPS
(
ThornEMI
/Pilot)

BPM & Multi
-
dimensional Modelling

IBM Mainframes, DEC, HP Minis, PCs

Budgeting, Consolidation, Forecasting

12
-
Dimensional Cubes (1984), SQL Integration (1986)

Customers: 50% of Global 5,000 incl. IBM, DEC, HP, Microsoft

1988
-
91 SQL & Client
-
Server Evangelist

Launched
SQLBase

&
SQLWindows

(Gupta) in UK

First UK Microsoft SQL Server Partner

Created first Excel/Lotus add
-
in for Database Access (SQL)

1992
-
1998
Arbor

Software
(Hyperion, now Oracle
Essbase
)

First client
-
server OLAP engine
-

category defining product

Excel user interface

1999
-
2001 BI for
eCommerce



Microsoft,
Cognos
, Hyperion
Essbase

2001
-
2002 Head of BI for Europe’s largest Dynamics Partner

2002
-
present Founder/President of PrecisionPoint


BI for Dynamics


30 years in BI & Business Performance Management

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BI empowers BUSINESS users to leverage
data to:

Make better decisions

Make faster decision

Be self sufficient
-

i.e. not rely on IT

BI is not:

Operational/ERP System Reporting (Real
-
time)

Spreadsheet extracts

Technology alone


6

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BI goes beyond static reporting

BI should be interactive


> report
-
> analyse
-
> action

BI should be fast


new reports in minutes,
not hours/days

Every answer raises more questions

Drill down into exceptions

Slice & Dice data for better insight

“Speed of thought” response < 1
-
3
Secs
.




7

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Difficult To Use

Fragmented

Inflexible

Departmental

Costly

Complex / proprietary UI inhibit adoption and use

Functionality split across multiple tools

Rigid and unable to change with the business

Narrowly deployed without a complete view

High TCO for Enterprise Deployment

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100’s of Spreadsheet or Reports


100’s of
answers:

Correct data? Source? All data? When?

10
-
30 cubes


do they agree?

Reconciliation costs time/money

Which cube is correct?

Data warehouse best approach but:


All data warehouses are not born equal

Architecture matters


ODS,
Inmon
, Kimball

Integrated schema


difficult but powerful

9

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CxO
, $
MultiBillion

US Corp.


“We run our organization on spreadsheets. Finance has
their spreadsheet. Engineering has their spreadsheet.
Accounting has their spreadsheet. Marketing has their
spreadsheet.
And we don’t even know what the actual
corporate numbers are
.”



“We are making decisions of millions of dollars based on
spreadsheets that may or may not have some basis

in
reality!”
(Ref 1)
Inmon



10

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80% of analyst’s time is spent
accessing, organizing &
reconciling


not analyzing data


80% of failed BI projects cite
data integrity as the #1 issue


80% of BI
development

effort is
building

a TRUSTED data source
(data warehouse/mart)

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PO
GL
Orders
Item
Sales
Projects

Invent

Rec

Budget

Tax

Plan

Direct Access to
LIVE ERP
tables

SQL Data
Marts


Single subject

Multi
-
Cube OLAP

Desktop and Server

Integrated Data
Warehouse with
Hyper
-
cube

Query/Report

Extracted
Tables

Business
Warehouse

Simple OLAP
cubes

Data store, data mart, data warehouse models

Live Reporting

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Why not use my ERP System?

ERP Systems are tuned for
transactions (OLTP), not analysis
(OLAP)

ERP systems security is
comprised when general
“access” is granted to system
tables.

Complex table structure
-

users
don’t want to deal with
hundreds/thousands of tables

ERP systems can be slowed down
by analytic summaries and
queries

Properly designed Data
Warehouse can scale to easily
accommodate historical
(trending) data


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Complex and undocumented
logic controls the flow of data
between
1000+ ERP tables

Dynamics ERP
NAV
or
AX Database

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WARNING: Dynamics ERP
systems Can have
1,000’s of inter
-
related
tables …

Before: Customization
and custom dimensions

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Star

Snowflake


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Item

GL

Sales

PO

Orders

Tax

Sales
Orders
Item
Tax
PO
GL
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Finance


Sales


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Validate transactions

Reconcile

Summaries

Hyper
-
Cube

OLAP

(Summaries)

Data
Warehouse



Transaction detail

Data
Extraction


Replace ‘Stove Pipes’
of disconnected simple “cubes”
with
an Integrated Data Warehouse
Architecture and
Single Hyper
-
Cube.

Hyper
-
Cube

Reconciled

SQL Data
Warehouse

Sales
Orders
Item
Tax
PO
GL
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Improving organizations

by providing business
insights to
all

employees
leading to better, faster,
more relevant

decisions

Complete and integrated BI offering

Widespread delivery of intelligence
through Microsoft Office

Enterprise grade and affordable

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BUSINESS COLLABORATION PLATFORM

DATA

INFRASTRUCTURE &

BUSINESS INTELLIGENCE

PLATFORM

BUSINESS USER EXPERIENCE

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BUSINESS COLLABORATION PLATFORM

DATA

INFRASTRUCTURE &

BUSINESS INTELLIGENCE

PLATFORM

BUSINESS USER EXPERIENCE

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BUSINESS COLLABORATION PLATFORM

DATA

INFRASTRUCTURE &

BUSINESS INTELLIGENCE

PLATFORM

BUSINESS USER EXPERIENCE

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Analysing

Massive Data Volumes in Excel

With a few mouse clicks, a user can create and publish intuitive and interactive self
-
service analysis solutions.

PowerPivot

for Excel

PowerPivot

for SharePoint

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END USER TOOLS
FOR CREATING BI CONTENT

BI PLATFORM

DELIVERY

Reports

Dashboards

Excel

Workbooks

Analytic

Views

Scorecards

Plans

Mainframe &
Departmental
Systems

Report development,

Ad hoc reporting

ETL Process Development, Data Quality, MDM

Data Warehouse Design and Development

Building Unified Business Models, Predictive Analytics

Spreadsheet creation,

Ad hoc query

Data diagrams

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Build

Many risks

Lack of BI expertise in IT and Dynamics VARs

BI Specialists are expensive and in short supply (already on
1
-
2 year Enterprise Projects)

High maintenance

Buy

Standardized Dynamics cubes need modifying

ERP agnostic BI solutions


lowest common denominator
as they are not built for Dynamics.

Narrow focus


Finance/Budgeting, Sales Analysis

All packaged products are not equal


try before you buy

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Reduce time & cost of:

Reporting

Analysis

Reconciliation/Audit

Improve profitability

product, customer

Increase Time
-
Value of Information

Lower cost of compliance

Improve efficiency

Measure and motivate staff


32

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How can ROI for BI be measured?

Hard benefits, costs savings

Drive up performance/profitability

Reduced head count

Report developers

Analysts / management accountants

Administrators aggregating data

Managers


flatten hierarchies

Soft Benefits

Better insight
-
> better decisions

Increase “Velocity of Information”

> Faster Decisions

Daily business view

Shorter close (month
-
end)

Improve productivity
-
> better morale

33

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34

© Successful Business Intelligence , Cindi Howson, McGraw
-
Hill

(Ref. 1)

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BI needs a C
-
Level executive sponsor

CEO

CFO

COO

CIO if business background

Avoid IT only BI projects

Methodology clash

Always choose IT tools (e.g. Business Objects)
not business user tools

Form User/IT partnership


ESSENTIAL




35

Executive Sponsorship is Critical

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36

Executive Sponsorship and Degree of BI Success

© Successful Business Intelligence , Cindi Howson, McGraw
-
Hill

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37

© Successful Business Intelligence , Cindi Howson, McGraw
-
Hill

Doing BI right

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Customer Case: PrecisionPoint/ICM, Inc

38



Sample hard savings and benefits tables for Dynamic customer

Time Savings

Est

Time Savings

Est

$ Savings

Detail

Project Cost
Accounting
(Decision
Support)

2 FTE

Eliminated

2 FTE

Moved from
data entry to analyst
roles

$220,000


Monthly Construction Project Manager budget reviews and executive team documents are available
within minutes with greater accuracy through PrecisionPoint rather than taking hours/days to refresh
through extracting data from
Nav
, dropping into Excel (or Access) and then applying business rules to data
to make reports.


T睯 FTE 慲eore 灲o摵ctive 慮搠effective 批ovi湧⁦rom⁤慴愠e湴ry to⁤慴愠慮慬y獴 role献s


T睯 FTE 桡ve⁢ee渠elimi湡te搠(t睯 慤摩tio湡l 桡ve 慬獯 left 扵t⁡ttri扵te搠獯lely to⁤o睮wt畲温⁷ ile t桥
re灯rti湧 慮搠摥ci獩o渠獵灰ort c慰慢ilitie猠桡ve i湣re慳e搠for t桥⁧ro異.

Divisional
Reporting

20+ hour month

$6,000


Moved from infrequent two
-
dimensional review of Division expenses produced by manual
Nav

extracts
and manual entry to automated Division forecast to actual reporting with "slicing and dicing" and
document level drill down capabilities.

A/R Reporting

8+ hour month

$2,000


Used to provide basic A/R reporting once a week using a manual process taking 2+ hours to refresh each
report. Many new reports are now available providing more specific and actionable information. The new
reports take about 15 minutes a day to refresh.

State Sales Tax
Returns

12+ hour month

$4,000


Automation using PrecisionPoint data to refresh state sales tax filings. The automation resulted in a 33%
to 50% reduction in time to produce the filings.

Capacity/
Topline


80+ hour month

$18,000


Employee hour detail used to be keyed into Navision and then separately into different excel files for
"capacity" reporting. Rather than separately rekeying this data into Excel it is now pulled directly out of
PrecisionPoint and can be refreshed daily. It's estimated that this has saved 80+ hours of work a month.

Estimated Total Savings

$250,000

Example new capabilities:

Benefits

Various new Project Management reports

Visibility to more effectively manage costs for fixed bid construction work in order to increase margin. A margin increase of

0.
01%
on one project would drive $150k+ in net revenue. The visibility allowed the business to identify hundreds of thousands of do
lla
rs
of cost savings opportunities.

Purchase order by project reporting

Additional Purchase Order oversight to ensure money is spent effectively.

Divisional actual to budget with detail reporting

Identify opportunities, verify cost savings, drive division expense accountability with managing to budget. The reporting ha
s
helped Finance drive thousands, and possibly hundreds of thousands of dollars out of the business.

Staff utilization/capacity

Visibility to individual billable % for customer
-
facing roles and visibility to support personnel activities. Provided visibilit
y to low
-
value work to either redirect employee efforts or reduce staff.

Spare Parts Sales Reporting

Margin and spare parts "sales funnel" reporting to increase both profitability and top line sales.

Cash flow forecasting

Visibility to cash inflows/outflows to ensure solvency.

ICM

Estimated PrecisionPoint Savings and Benefits

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1.
No executive sponsor


CEO/CFO/COO

2.
IT only project


build it and they will come

3.
Don’t involve business users

4.
Evaluate BI tools


front ends, ETL, cube
designers
-

analysis paralysis

5.
Assign BI to developer with “time to spare”

6.
Expect your Dynamics partner to be BI
experts

7.
Make Data Integrity an afterthought

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40


1) Recommended reading:

Sucessful

Business Intelligence:

Secret to Making BI a Killer App, by Cindi Howson

McGraw
-
Hill, 2008, ISBN 978
-
0
-
07
-
149851
-
7


2) Bill
Inmon
: Management by Spreadsheet, March 26, 2009


http://www.b
-
eye
-
network.com/view/9958



3) Microsoft White Paper “Business Intelligence for the Mid
-
Market”
Jan 2009.

Available here or email:
Nigel.Geary@Precision
-
Point.com

for PDF .


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Wrap
-
Up

Thanks for joining us!

Be sure to fill out session evaluations

More to come…

Dr Nigel Geary

Founder, President & Chief Product Officer

PrecisionPoint Software

Nigel.Geary@Precision
-
Point.com

(650)350 4168 (US) or +44(780)110 6655 (Intl Cell)

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PrecisionPoint for SharePoint2010
Business Intelligence (Launch)


Wednesday, 11am
-
12pm


Room: Grouper


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