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HGH BI Solutions
Business Intelligence & Integration
Equipping
Equipping Your
Your Organization
Organization for
for Effective
Effective Decision
Decision
Making
Making
Peter Kranenburg RI MCP
HGH Business Consultancy B.V.
Agenda
•
BI building blocks - components of a BI solution
•
Demo - reports, ad hoc reporting, cube in Excel
•
Your current situation - problems and bottlenecks
•
Your required situation - solutions and opportunities
•
BI-growth path – BI-aspiration levels
2
Business Intelligence (BI)
What is BI?
The concept is simply to make use of information already available in your company to help
decision makers make decisions better and faster.
EIS  DSS  and now BI
The biggest change has been the need to create management reports
for all levels of an organization, and all types of decision makers.
Business Intelligence
Problem:
– Too much data, not enough
information
– Analysis packages “boltedon” or not broadly available

Dynamics SQL: BI-platform
already license free available!
Parts of SQL Server 2005 BI Solutions
 Reporting Services (complete solution for reporting for both IT-prof. and end user)

‘Report Designer’  IT-professional or trained end user

‘Report Builder’  Reporting tool for untrained end user (finally!)
 Analysis Services (Multidimensional reporting with very fast response times)

Separate (no performance loss) reporting database with precalculated summarizations

Multidimensional and ad hoc analysis
 Integration Services (connecting multiple data sources / databases)

Necessary to synchronize the analysis DB or to integrate multiple systems/databases
(all integrated with Visual Studio / SQL Server 2005)
The Report Builder
•
The Report Model (provides a non-technical view of the database)
No knowledge required about relational theories and ‘foreign keys’
Especially for non trained end users!
Table reports
Graphical reporting
Matrix reports (pivoting)
Opening a cube in Excel
(business logic on centrally on server!)
7
Role based user interface
(integrated interface)
Search
Workflow
Axapta /
DynamicsAx
BI
Alerts
8
Current situation
List of possible problems and bottlenecks
• A fragmented ICT-infrastructure
with multiple systems (or spreadsheets) spread across the multinational
organization.
• Often ‘the report mess’ stage has been reached.
Dozens of reports with only slight differences and unused
versions making the system difficult to maintain.
• Critical business logic embedded in decentralized spread sheets.
• Some of the critical business rules are only known by a few people
and locally implemented, which is
a company continuity risk!
•
•
•
•
•
•
•
Fragmented approach of information deliveries (BI)
Legacy systems: several independent applications
Missing BI framework or strategic BI-plan
Future BI-opportunities cannot be adopted within actual infrastructure
BI not addressed as ‘mission critical’ technology (competitors might have BI-plans already!)
No complete awareness of BI possibilities (i.e. less back office when enabling customer information on the web)
Competitors are already using BI or might have BI-plans
Required situation
“Verlaat het rapportdenken”
Role of Software
1. Information Retrievals
Leave the “report focussed thinking”  The strategy:
Data mining
Proactive
Predictive Analysis
Mult idimensional
Report ing (OLAP)
Interactive
Ad- hoc reporting
1. Develop multidimensional solutions
flexible
Passive
fast
Presentation
Exploration
advanced features
2. Develop user friendly report models
users can create their own reports
3. Develop traditional (lay out led) reports (only then if 1 and 2 are not appropriate!)
“Rap port denken”
Layout led reporting
Discovery
Business
Insight
11
Required situation
(continued)
2. Integration ERP backend
Flexibility and scalability
The framework that is going to be implemented into the organization must be flexible and scalable.
HGH BI Best Practices: a cost efficient and maintainable approach
It is extremely important to construct an efficient modular reporting architecture.
Integration with ERP back end (Dynamics-Ax)
Business logic already available in Dynamics-Ax can be reused by the BI-platform.
Integrated business application
Integration BI and Axapta’s / Dynamics’ business logic
Axapta and
DynamicsAX
BI
Reusing existing business logic
The Dynamics-Ax backbone business application is capable of
delivering its business logic (programmed functions) for reusage from within the BI-solutions! Extremely important!
HGH BI Best Practices
Creating a modular reporting architecture
Stored
Stored
procedures
procedures
Views
Views
Separation of data (views and
stored procedures) and layout
parts
Sub
Sub reports
reports
Generic parts in sub reports (with
parameter passing)
Reports
Reports
(continued)
BI Data Mining
Data Mining Example
The process of searching through data to extract patterns and trends in your database. For example: large
urban area customers are more likely to buy bicycles that are in the low or high price range.
SQL Server 2005 Data Mining can search for these pattern based on existing (pre-installed) algorithms.
Classification - predict appropriate customers for a direct mail campaign
Regression - predict sales revenue (extrapolation)
Segmentation - indentify groups of customers for cross-selling opportunities (grouping records into clusters)
Association – correlation between products sold together with other products
Sequence analysis – i.e. Analyze surf characteristics on a website
Example: using classification or segmentation to identify “risky customers”
Performance management
Permanent Risk Management with Office PerformancePoint Server
What is happening?
Scorecard & Dashboard
What happened?
Reporting
Analytics
DycoTrade Business Model
Why?
What will happen?
Forecasting
What do I want to happen?
Planning, Budgeting, Consolidation
DELIVERY
APPLICATION LAYER
BI PLATFORM (RDBMS, ETL, OLAP, Reporting)
Other Database
Sources
Other General Data
Sources
Performance
Management
Monitoring, Analytics and Planning
(Performance Point Server 2007)
Portal and Collaboration
(Office SharePoint Server
2007)
EndEnd-user Analysis
(Excel 2007)
Integration
BI
Platform
(Integration
Services)
Analysis
(Analysis
Services)
RDBMS
(SQL Server 2005)
Reporting
(Reporting
Services)
SQL Server 2005 BI summary
Advantages
 Improved decision support (Optimizing decision proces at any level)
 End user reporting (simple reporting models and ad hoc purposes)
 Server centric (server centric business logic)
 Single platform (1 platfom for all company broad reporting solutions)
 Web based (partner reporting!)
 Dynamics-Ax integrated (reusage of business logic!)
 No extra licences needed (except for PerformancePoint Server)
HGH
HGH BI
BI Solutions
Solutions &
& Integration
Integration
‘‘ The
The reliable
reliable link
link in
in achieving
achieving top
top level
level
information
information deliveries’
deliveries’