ADERANT Business Intelligence: Unleash the Power of Information

Tom Jones: Director - Product Marketing, ADERANT

Agenda

• BI / OLAP / Cube Introduction• Product Overview: Expert Analytics Foundation• Product Demos

– Cube / Architecture Overview– Interactive Analysis: Microsoft Excel– ClearView Analytics: SharePoint– Microsoft SQL Server Reporting Services / Report Builder

• Technology Discussion• Looking Forward – OLAP Profitability• Conclusions

BI / OLAP / Cube Introduction

Improving organizations by providing business insightsto ALL employees, leadingto better, faster, morerelevant decisions

Complete and integrated BI and performance-management offering Widespread delivery of intelligence through Microsoft Office Enterprise-grade and affordable

ADERANT Business Intelligence

PersonalBI

TeamBI

OrganizationalBI

END USER TOOLS AND PERFORMANCE MANAGEMENT APPLICATIONS

BI PLATFORM (RDBMS, ETL, OLAP, Reporting)

DELIVERY

ADERANT / Microsoft BI Architecture

Firm Business Drivers

• Improve performance by…– Empowering financial analysts for strategic analysis

• Ready-built cube includes 200+pre-defined metrics• Allows focus on analysis (vs. data gathering)• Excel is the primary analysis tool

– Gathering and distributing performance metrics to business users

• Through SharePoint and/or SQL Server Reporting Services (SSRS)

– Extending the content of the firm SharePoint portal with…• Trending data / additional metrics• Graphical, interactive web parts

– Reducing report processing time

DataWarehouse

OLAPCubes

Expert Analytics Foundation

ClearViewAnalytics

OLAP Solution Architecture

ADERANTExpert

Payroll

HR

CRM

Staging DatabaseETL ETL

OLAPCubes

Expert Analytics Foundation

ClearViewAnalytics

OLAPViewer

OfChoice

Financial Analyst /Power User

BusinessUsers

User Experiences

SSRSReports

SharePoint

SSRSReports

KPIs

ClearView Analytics: Sample Web Parts

ClearView Analytics

• Unlocks value of business data in the cube• Delivers tailored BI information to business users

– Improves decision making / data visibility– Increases firm performance / profitability

• Library of 100+ pre-built web parts– Aged deliverables– Time requirements– Disbursements– Debt– Exposure– Scorecards (by person, matter, client, organization)

• Accessible online through SharePoint or browser• Interactive: Allows drill-down to additional information• Can be combined into role-specific pages

Firm Concerns about Analytics

• Expensive to build– Data gathering: huge effort to consolidate metrics– Technology challenge: cube building / tuning /

security• Expensive to deploy

– Costly CALs make it impractical to push analytics to the enterprise

– Proprietary technology requires expensive resources or consultants

• Difficult to customize– Lack of toolset / customization layer

Expert Analytics Foundation Release 7.5

• Leverages Microsoft technology– Microsoft SQL Server 2005 technologies (SSAS, SSIS, SSRS)– Tight integration with Excel, SharePoint– Path to Microsoft SQL Server 2008 features

• High performance– Fast Data loads (ETL and cube processing)– Near real-time data refresh – Responsive cube interaction (drill-down / slice and dice)

• Comprehensive security– Roles: Executive, Partner, PG Leader, Timekeeper– Can extend with SSAS security

• Cost effective– Encourages wide deployment

• Integrates with Expert Portal– Additional interactive web parts– Support for OLAP/cube data sources– Content can be deployed side-by-side with Expert Portal content

Data Warehouse / OLAP Cube Features

• 200+ performance measures• Full multi-currency support• Rapid data loading and refresh• Intuitive navigation

– Logical structure and hierarchy– Measure groups, drill-down

• Powerful, easy-to-use customization layer– Domain-Specific Language (DSL)– Easily customize, industry or firm terminology, dimensions,

measurements, calculations, etc.– Customizations preserved during upgrades

New Features (Service Pack 2)

New Features – Staging Database

• Introduces a new Staging Database between Expert and the Data Warehouse:

• Simplifies ETL customization• Simplifies integrating additional data sources• System generates the code to deliver Staging into

DW– More consistency– Fewer errors– Auditable

New Features – KPI’s in the Cube

• 60+ KPI’s defined within the Performance Cube • KPI groups

– Person– Matter– Client– Organization

• KPI components– Actual vs. Budget/Targets values– Status: Icons to indicate performance of Actual vs.

Budget– Trend: Icon indicates This Year vs. last Year position

• Key Point: Cube KPIs are available to applications

ClearView Analytics – New Web Parts

• Scorecards– Person scorecard– Matter scorecard– Client scorecard– Organizational scorecards– Based on cube KPIs

• Trend web parts• All ClearView components

can be customized by the firm

Product Demos

Excel-based Analysis

• Role: Financial Analyst• Assumes the cubes already exist• Skills

– Connect to data source– Create pivot tables– Create pivot charts

Demo – Excel-based Analysis

ClearView Analytics

• Library of 100+ pre-built, interactive web parts

• Can be combined into role-specific SharePoint pages

• Customizable– Toolset / source code included– Clients are not only enabled to modify content

– they are encouraged!Demo – ClearView Analytics

SQL Server Reporting Services

• Features– Fully supports OLAP data sources– Browser-based interface to launch reports– Interactive reports: drill-down, filtering– SSRS reports can be deployed in Expert Report

Center

• Creation Options– Report Designer (Developer)– Report Wizard (Financial Analyst)– Report Builder (All Users)

Demo – SSRS

Technology Discussion

Cube / Architecture Overview

• Required Components– Data source (data warehouse)– Measures– Dimensions– Cube

• Optional / Advanced Components– Calculated members– Measure groups

Demo – Cube / Architecture

DSL – Domain Specific Language

• DSL is a design strategy that allows clients to customize the Expert Analytics Foundation

– Regional, industry, or firm terminology – Dimensions, measures, calculated members,

and data warehouse– Note: ETL customization not covered by DSL

• Abstraction Layer for Customizations– Customizations do not change the base

product– Customizations are maintained during

upgrades– ADERANT upgrades are also handled by DSL

• Product Differentiator– Customize without needing technical

expertise in SQL Server or Analysis Services – Same customization layer that is being used

for the Expert Framework– Clients are empowered and encouraged to

customize

Firms can modify the data warehouse and cube using a drag-and-drop interface

Customizing Cube KPI’s

• Deliver a New KPI View within the Customization Domain Model

• Supports Modification of Existing KPI’s

• Supports Creation of new KPI’s

Near Real-time Data Refresh

• Optional configuration• Can set up as a scheduled event (hourly, 4x/day, etc.)• Refreshes fact tables• Only refreshes changed data• Dimensions updated in nightly processing

– Change of client address– Change in employee role (etc.)

• Need for near real-time is dependent on content– Personal Performance metrics – Yes– AP / Collections - Yes– Strategic metrics – Probably not

• Overnight refresh is probably fine for most firms

Technology – Key Points

• 100% Microsoft technology• Single vendor solution• SQL Server 2005 Analysis Services

– Included at no charge with SQL Server 2005 license– Leverage in-house Microsoft skills– Tight integration with Excel, SharePoint

• Path to SQL Server 2008 features• Client is empowered to modify content

– DSL for modifying cube– Toolkit for modifying web parts

Looking Forward…

OLAP Profitability

Summary of Features

• Functionality of current Expert Profitability• Leverages all features of Expert Analytics Foundation• OLAP (cube) architecture• Support for multiple data sources (generic connectors)• Profitability engine / allocations• SSRS reports (P&L, ranking)• Profitability Web Parts for SharePoint• Multi-currency support• ETL and customization capabilities of Expert Analytics

Foundation

OLAP Profitability

• Measure groups– Profitability– Per Partner– Per Equity Partner– Per Lawyer– Per Fee Earner– Hourly Averages– Per Partner Point

• 6-12 measures / KPIs per measure group

Currently in design / development

Sample MeasuresProfitability• Profit• Profit Margin %• Revenue• Total Expense• Direct Expense• Indirect Expense • Gross Profit (Profit

without direct expenses)

• Gross Margin %• Gross Margin w/o

EP Comp• Gross Margin w/o

EP Comp %

Per Partner Profit per Partner Revenue per Partner Total Expense per

Partner Direct / Indirect Expense

per Partner Gross Profit per Partner Profit per Partner Hour Billing Contribution per

Partner (Projected PPP for individual partner versus the firm PPP goal, expressed as a percentage)

Hourly Averages Avg Hourly Profit Avg Hourly Revenue Avg Hourly Total

Expense Avg Hourly Direct

Expense Avg Hourly Indirect

Expense Avg Hourly Gross

Profit

~70 measures will be included

KPIs and web parts provided for all measures

Dashboards

• Client Profitability• Matter Profitability• Partner Profitability• Timekeeper Profitability• Practice Group Profitability• Office Profitability• Total Firm Profitability• Rank Profitability• Client Analysis• Matter Analysis• Discount Analysis Interactive

DrillableFilterableSecurity-enabledCustomizable

Scorecards

• Client Profitability• Matter Profitability• Partner Profitability• Timekeeper Profitability• Practice Group Profitability• Office Profitability• Total Firm Profitability• Rank Profitability

Choice of KPIsChoice of # of KPIsChoice of indicatorsFirm-defined goals

Web Parts

• Set of 50+ Web Parts

Clients can customizeClients can add Web Parts

Conclusions

Attribute Client Benefits

Information Access 200+ performance metrics support in-depth financial analysis

Microsoft Technologies Microsoft-based solution streamlines IT and lowers TCO

Customizable Content Source code and toolsets enable and encourage customizations

Role-based Content / UI Interface and content can be designed specifically for firm role

Expert Analytics Foundation: Key Points

Encourages Accountability Metrics available for all employees to monitor their own performance

Cost Effective No CALs required - encourages wide deployment across the enterprise

Availability / How to Order

• Expert Analytics Foundation is available for purchase now

• Pricing – contact your Account Executive

** Contact your Account Executive for additional information

In Closing…

• Questions?• Product information is available on

– www.aderant.com

• For more information or a firm demonstration– Contact your ADERANT Account Executive– Or tom.jones@aderant.com

• Thank You!