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Welcome to the Minnesota SharePoint User Group

Welcome to the Minnesota SharePoint User Group. Agenda. Introductions / Overview Upcoming Schedule Access to information Different data sources Different approaches Case Study / Demo: Industrial Automation Engineering Office Solution Accelerator for Business Scorecards

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Welcome to the Minnesota SharePoint User Group

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  1. Welcome to the Minnesota SharePoint User Group

  2. Agenda • Introductions / Overview • Upcoming Schedule • Access to information • Different data sources • Different approaches • Case Study / Demo: Industrial Automation Engineering • Office Solution Accelerator for Business Scorecards • Q & A

  3. Introductions – MNSPUG Sponsors • Inetium (www.inetium.com) • Twin Cites based Microsoft consulting company • Microsoft Gold Certified Partner • Practice Area focused on Information Worker Technologies • New Horizons – Minnesota (www.newhorizonsmn.com) • Microsoft Gold Certified Partner • Training on many technologies • Microsoft (www.microsoft.com) • I’m guessing you’ve heard of them

  4. User Group Goal / Objectives • Build a local community focused on Microsoft SharePoint Technologies • Educate user group members about SharePoint Technologies • Transfer knowledge within the community • Communicate best practices • Introduce new products / solutions

  5. www.sharepointmn.com • Website for user group • SharePoint resource documents • SharePoint resource websites links • RSS Feeds • Meeting Schedule • Past User Group Presentations www.sharepointmn.com

  6. Upcoming Schedule • Next Meeting • January 12th 9:00 AM to 11:00 AM • Microsoft’s Bloomington Office • Topic: To Be Announced • Ongoing Schedule • 2nd Wednesday of every month • 9:00 to 11:00 am • Microsoft’s Bloomington Office

  7. Improving Access to Information

  8. Access to Information • What are we really talking about? • How can SharePoint be used to gain access to information that is held in other systems? • Utilize SharePoint as a tool to consolidate and view information in disparate systems. • Understand what technologies support SharePoint to help this happen.

  9. Different Types of Data • Structured vs. Unstructured • Structured • Relational database • SQL • Oracle • Access • XML • OLAP (cube) • Unstructured • Documents • Email

  10. Structured Data • Relational Data • Tables (rows and columns) • Database system made up of many tables / queries • XML (Extensible Markup Language) • Hierarchical structure • File based or web services • OLAP (OnLine Analytical Processing) • Cube structure (multi-dimensional) • Typically fed from relational database • Slice ‘n dice

  11. SharePoint tools to work with Structured Data • Front Page Data View web part • Office Web Components (OWC) • XML Web part • Scorecard Accelerator • Other Approaches • Custom web parts • Display reporting tools in web part (i.e. SQL Reporting Services) • 3rd Party web parts

  12. Front Page Data View Web Part • Front Page provides addition of Data View web part to pages • Can connect to multiple source types • Formatting options • Style • Sorting / Grouping • Filtering • Read-only • Refreshed when page is refreshed

  13. Office Web Components (OWC) • Provides familiar Office experience on web • Allows user to interact with data via the web • Can connect to multiple different data source types • Components loaded onto web server • Web Parts • Datasheet • Pivot Chart • Pivot Table • Pivot View • Spreadsheet • Quick quote • Web capture

  14. XML Web Part • Provides connection to XML data sources • Typed in XML • File-based XML • Allows for custom formatting via XSL (style sheet)

  15. Case Study Industrial Automation Engineering

  16. Case Study: Industrial Automation Engineering • Challenge • Securing an existing relationship with a client by providing them with a higher-level of customer service through better and more timely information.

  17. Case Study: Industrial Automation Engineering • Background • IAE is contracted to monitor and support the devices used to measure the input/output of Diesel Fuel used to power BNSF Locomotives. • The reliability of these devices (Fuel Flow, Tank-level Meters) and the fuel data they record is mission-critical to BNSF from an accounting standpoint. • The accurate and timely reporting of daily variance data, inside/outside of an acceptable tolerance-levels, is key to understanding whether devices require technical support or not.

  18. Case Study: Industrial Automation Engineering • If the fuel-flow or tank level metrics exceed the tolerance-levels, or equipment has failed etc… BNSF wants to know: • What is the technical issue? (software/hardware) • Where does the problem exist? • When will the issue be fixed? • How will it be resolved? • Who is accountable for resolving it?

  19. Case Study: Industrial Automation Engineering • BNSF Concerns • BNSF wants to know if the data coming from the devices is acceptable • Is the data reliable enough to import into their accounting software? • Is IAE doing all they can to be responsive to the issues and have a plan to resolve them?

  20. Case Study: Industrial Automation Engineering • Solution • Create a BNSF Client Extranet using Windows SharePoint Services

  21. Case Study: Industrial Automation Engineering

  22. Case Study: Industrial Automation Engineering • Solution Benefits • Access to information about day-to-day fueling station operations without needing to rely on a customer-service or technical consultant to contact them. • Provides BNSF with a higher-level of customer service • Allows BNSF to make better business and financial decisions

  23. Business Scorecards Accelerator

  24. Office Business Scorecards Accelerator • What is it? • Business Intelligence tool • Tool to help measure Key Performance Indicators (KPIs) visually • Increase speed and quality of decision making • Automate the creation and management of interactive scorecards

  25. Office Business Scorecards Accelerator • Technologies • SharePoint – WSS Sites for creation / management • SharePoint – Scorecard web parts • SQL Server Analysis Services • Web Services – Provides connection to data

  26. Business Scorecards – Architecture • What is required? • Business Scorecard Accelerator • SQL Server 2000 • SQL Server Analysis Services • SharePoint • Visio (optional)

  27. What is a Scorecard? • Measure of Key Performance Indicators (KPIs) • Visually track and measure KPIs • Examples: • Sales • Cost • Cust. Complaints • Cust. Satisfaction

  28. Business Scorecards – Core Components • What is installed for SharePoint? • SharePoint site • Scorecard Development • SharePoint web parts • Custom View • Dimension Slicer • Dynamic Gauge • Single View • Standard View • Strategy Map • Theme / Initiatives

  29. Setting up a Scorecard • Scorecard builder • Create Scorecard • Create KPIs • Create Themes / Initiatives • Align to KPIs to data sources • Preview Scorecard

  30. Scorecard Accelerator Demo

  31. Resources • Office Business Scorecard Accelerator • http://www.microsoft.com/office/solutions/accelerators/scorecards/default.mspx

  32. Q & A

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