Business modeling and planning Jake Zborowski Product...

© 2007 Microsoft Corporation. All rights reserved

Business modeling and planning

Jake ZborowskiProduct ManagerMicrosoft Corporation


Improving organizations

by providing business

insights to all employees

leading to better, faster,

more relevant decisions

Complete and integrated performance management offering

Pervasive delivery of intelligence through Microsoft Office

Enterprise grade and affordable


END USER TOOLS & PERFORMANCE MANAGEMENT APPS

Excel PerformancePoint Server

BI PLATFORM

SQL Server Reporting Services

SQL Server Analysis Services

SQL Server DBMS

SQL Server Integration Services

SharePoint Server

DELIVERY

Reports Dashboards Excel Workbooks

AnalyticViews Scorecards Plans


Monitor

What happened?

What is happening?

Analyze

Why?

Strategy

Continuous business improvement, not just an annual exercise

Plan

What will happen?

What do I want

to happen?


Topic Issue Goals

Agility Top level plans not linked to detailed budgets

Financial focus only

Difficult to re-run/what-if

Align top level plan and detailed budget

Plans based on key business drivers

Easy to run alternatives

Alignment Plans and budgets based on Corporate/Financial view only

Local plans and budget done off-line

Plans based on a model for each business area

Broad participation in Plans

Easy to run and consolidate

Assumptions are part of the system, not offline

Accountability BUs waste time and effort building their own local versions

Key assumptions and drivers not captured

Numbers are disowned in the process

BU managers spend more time on planning/managing business drivers not spreadsheets

Budget process is more automated

Key business drivers and assumptions are captured

Plans/forecasts generated on a rolling basis


Topic Pain Goals

AutomationReport Cycles take too long

Reporting systems in silos making it difficult to be compliant

Need multiple views/reporting hierarchies

No common business definitions/logic

Reduce reporting cycles and support increasing compliance requirements

Manage different reporting hierarchies

Consistent business rule definitions that exist outside of ERP systems

Business InsightAnalysis disconnected with consolidation

Separate systems and tools make operational analysis difficult

Missing information and analysis

Data ‘overload’

Reporting inconsistency issues

Reliable and repeatable reporting and analysis processes

Analyze key financial and non-financial information together

Tight integration of Plan versus Actual

Understand customer, product, channel profitability…

Cost of Ownership Manually intensive processes

Too many low value ‘number crunching’ activities

Error prone

Standard reporting tools and platform

Improve efficiency of the management reporting process

Build on users existing experience

Reduce software costs


Is any of

this still

relevant?

Business

Analysts

Executives

Information Workers

Many moving parts

Manual consolidation

Linked Spreadsheets

Error-prone

Slow


What, Why, How, Who,

When?

Collaborative, User-friendly, Contextual.

“Information that is relevant to me”

Aligned, Actionable,

Accountable.

“Information that I can trust

and act on”

Flexible, Secure, Auditable.

“Build and modify within

compliance”

Forecasting Planning

Reporting

Scorecard & Dashboard

Analytics


Business

Planning and

Modeling

Pervasive

Analytics

Dashboards and

Scorecards

Business Modeler Excel Add-in SharePoint Dashboard Builder

End User support to

Design

Maintain

Contribute

View

Analyze

performance

management

applications

PerformancePoint

Server to store

Data

Business rules

Business logic

Views, Forms,

Reports definitions

Process control

Security


Business-driven

Business users can define, modify and maintain logical business models integrated with business rules, workflows and enterprise data

People

Information workers can interact with and continuously contribute to the business processes of planning, budgeting and forecasting in the familiar Excel Environment

Functionality and value

Business users design models the way they think about their business

Spans from single model deployments to enterprise scenarios

Top-down and bottom-up planning functionality connecting people and driving accountability

Process management to manage forms, workflows, submissions, approvals, reports, notifications and annotations

Secure and auditable environment


Business-Driven

Business-users define their own view of the business and distribute templates and forms in a timely fashion with greater accuracy

People

Users can combine operational data and financial data into one report rather than reconsolidating data through error-proneand time consuming manual efforts

Information workers build, customize and share production quality reports from Excel while being connected to a secure and centrally managed server

Functionality and value

Build models that drive profitability analysis incorporating standard financial functionality

Support management and financial GAAP consolidation process with multiple currency conversions, inter-company eliminations and reconciliations, multi-tier allocations

Dynamic and standard reports includingfinancial and business performance reports

Publish live reports from Excel to Reporting Services and Microsoft Office Server providing consistency of experience for report consumers

© 2007 Microsoft Corporation. All rights reserved Cycles

Account

Entity

Scenario

Time

Product

HR

Dimensions Models

Annual Budget

Consolidation

Exp AssumptionsBusiness Rules

Approver

Analyst 1

Analyst 2

Business Roles

Forms (XL)

Assignments


ModelsBusiness Rules

Calculations

Forecast

Pricing

Consol.

Forms

Cycle

Assignments

Account

Entity

Scenario

Time

Product

DimensionsHierarchies

Approver

Analyst 1

Analyst 2

Business Roles

ModelsBusiness Rules

Calculations

Forms

Cycle

Assignments

Account

Entity

Scenario

Time

Product

DimensionsHierarchies

Approver

Analyst 1

Analyst 2

Business Roles

Customer

Corporate

Business Divisions,

Units, Functional Areas…

Enables

Divisional/Operational view of your business

Creation of localized processes to manage local business

Ensures

Synchronization of plans, business rules and scorecards

Cross-functional alignment up, down, and across the business

Flexibility within a framework

Sales

Prod’n

HR

Pricing

Profit


Corporate

Sales OperationsProduct Dev

ChinaUnited

States HRX BoxOfficeServers EMEA Finance

Hardware Software


Intelligence

‘Business type library’

Configurable

Behavior

Financial Intelligence

Business

Business Type Library


PPS provides

Dimensions with built in intelligenceAccount, Entity, Flow, Time Currency, Exchange Rate, Business Process, Scenario

Assignable dimension member ‘Types’ to drive financial and business behavior

Account types, Exchange Rate Types, Entity Types….

Models with built intelligenceFinancial, business reporting…

Business rules with built in intelligenceConsolidation, Currency translation and adjustments, Intercompany eliminations and reconciliations, validations, allocations, mappings, business drivers, regular calculations, ratios…

Business process design and controlDesign processes for regular information and reporting needs and associated security settings

Audit trail

Form and report design in ExcelEnd users use Excel for entering and reviewing data through forms and reports


http://connect.microsoft.com/

•Access to early software

•Provide feedback to the product team

•Learn more about PerformancePoint

training and launch activities

© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other

countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to

changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this

presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Business modeling and planning Jake Zborowski Product...

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