Transcript What is Scorecard - Microsoft Center

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
strategy
trying to
achieve?
How will the
performance of
the objectives
be monitored?
What
performance
level is
required?
Objectives
KPIs
Targets
Increase customer
confidence in
our advice
% of customers
surveyed who rate
us as their top
source of advice
65% #1
90% #1 or #2
Perspectives?
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•
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Financial Indicators
Internal Business Indicators
Financial
… financially, how should we appear to our
stakeholders?
Operational Excellence
…with customers and shareholders, what business
processes must we excel at?
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Return on Assets
Cash flow
Project Profitability
Sales Forecasts
…
Time spent with prospective customers
Tender success rate
Safety/Accident rate
Length of project lifecycle
…
Customer Indicators
Innovation and Learning Indicators
Sales
… in our vision, how should we appear to our
customers?
Human Resources
…in our vision, how will we sustain our ability to
change and improve?
Customer Survey
Customer Ranking
Market Share
On-time delivery
…
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% revenue from new products/services
Staff attitude survey
Number of employee suggestions
Cycle time
…
The FOSH Metrics
What is Scorecard ?
Perspectives
Financial
Performance
Measurement
“How should we appear to our
stakeholders?”
Objectives
Objectives
Objectives
Customer
KPI 1
KPI 2
“How should we appear to our
customers?”
Objectives
Objectives
KPI’s
Objectives
KPI 1
KPI 2
Internal Business Process
“What business processes must
we excel at?”
Objectives
Objectives
Objectives
KPI 1
KPI 2
Innovation and Growth
“How will we sustain our ability to
change and improve?”
Objectives
Objectives
KPI 1
KPI 2
Objectives
Performance
Management
Initiatives
What is Scorecard ?
Collaboration &
Feedback
Perspectives
Financial
Performance
Measurement
“How should we appear to our
stakeholders?”
Objectives
Objectives
Objectives
Customer
KPI 1
KPI 2
“How should we appear to our
customers?”
Objectives
Objectives
KPI’s
Objectives
KPI 1
KPI 2
Internal Business Process
“What business processes must
we excel at?”
Objectives
Objectives
Objectives
KPI 1
KPI 2
Innovation and Growth
“How will we sustain our ability to
change and improve?”
Objectives
Objectives
KPI 1
KPI 2
Objectives
Performance
Management
Initiatives
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
Business Scorecarding
(BSM)
Analytic
Applications
Portal
(SPS)
End-user
Tools
End-user Analysis
(Excel)
Integrate
(SSIS)
BI
Platform
Analyze
(SSAS)
Data Warehouse
(SQL RDBMS)
Report
(SSRS)
Microsoft BI Offering
Analytic
Applications
Integrate (ETL)
Analyze (OLAP
End-userand Data Mining)
Tools Report (Reports
and Notifications)
Leading Vendor in Integrate
OLAP for
3 consecutive years(SSIS)
BIMore than 160K copies of
Platform
SQL Server 2000 Reporting
Services installed
Business Scorecarding
(BSM)
Portal
(Office Server)
End-user Analysis
(Excel)
Analyze (Excel)
Collaborate (BI
Portal)
Manage (KPIs,
Scorecard)
Over 100,000
Report
Downloads(SSRS)
for Excel
Add-in and the Business
Scorecard
Data Warehouse
(SQL RDBMS)
Analyze
(SSAS)
BSM Architecture
Data
Sources
Editor
Scorecard
Builder
Scorecard and
Viewer Webparts
Scorecard
Builder
Scorecards
SharePoint Experience
Webparts provide rich, integrated
analysis experience leveraging key
Microsoft technologies
Scorecards are created in a
business user-focused
WinForms UI
Scorecard Application
Engine natively
supports multiple
data sources
ODBC
Scorecard
Metadata DB
Metadata schema
offers extensible
KPI and
scorecard
definitions
Source Systems
SQL Server 2000
SQL Server 2005
Cubes
SQL Server 2000
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:
System Components
Clients and server
Scorecard Component
Scorecard Dependency
Scorecard Light-up
Windows XP, SP2+
Internet Explorer 5.5+
Office Web
Components 2003
Office Web
Components 2003
Dashboard
Clients
Scorecards DLL
Scorecards Database
Scorecard Web Parts
Web Service
SSRS Export (optional)
SSNS Alerts (optional)
Authoring
Clients
Scorecard
Server
Scorecard Builder
Windows Server 2003, SP1+
SPS / WSS
SSAS
SSRS
SSRS Database
SSNS Client + Engine
SSNS Database
Multi-Dimensional Scorecards
Scorecards for deep analysis in context
Multi-Dimensional Scorecards
Configured Views
Scorecard
BSM KPIs
By Time +
Geo
By Product
Canadian Consumer
Goods P&L Scorecard
Units Sold (Canadian
Consumers Goods)
Average Discount
(Canadian Consumer
Goods)
Application Layer
Scorecards for deep analysis in context
Data Layer
Data Source
Worldwide Sales Cube
Multi-Data Source Scorecards
”Launch Pad” Scorecards for exception reporting
Multi-Data Source Scorecards
vs. Stretch
Targets
vs. Plan
Targets
Configured Views
Canadian Subsidiary
Scorecard
Scorecard
BSM KPIs
Units Sold
Ontario
Advertising
Expense
Toronto Pipeline
Opportunities
Application Layer
“Launch Pad” Scorecards for exception reporting
Worldwide Sales Cube
AS2K5
Ontario Advertising
Campaign Cube
AS2K
Excel
Spreadsheet
Data Layer
Data Source
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
1
1.
2.
2
The trained “Time Series” mining model is applied on the KPI
value and a dataset containing the forecasted values is
returned
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
Past
Values
Week of the Year
Predicted Future
Values
Integration with SQL Data Mining Services
Business Scorecard Manager WebPart
Metadata Store
(SQL)
ADOMD.NET
WEB Service
Yukon
AS2K
Data
Data
Source
Source
SOAP
Scorecard
View
Report
View
ADO.NET
Business Scorecard Manager
ADOMD.NET
ADOMD.NET
Predicted
KPI Target
KPI Actual +
Dim Mapping
+Time Intel
2
1
SQL Server 2005
KPIs
Historical Data
Prediction
DM Engine
DM Engine
Training
Time-Series
Mining Model
Trained
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
2000/2005
Business Scorecard Manager
Data Processing Extension
Business Scorecard Server
Connection
ADOMD.NET
Metadata Store
(SQL)
WEB Service
OLAP
Data
Source
Connection
Command
Command
Data Reader
Data Reader
SOAP
ODBC
View Data
Business Scorecard Builder
View Data
SOAP
RDL
UI
Module
RDL
Generation
Module
Report
Designer
Report
Server
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/enus/FX012225041033.aspx
RTM end of Sep 2005
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Questions and Answers
We invite you to participate in our
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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.