BI02 - Microsoft Dynamics – BI Roadmap Eric Forgo Manish Bansal Solver, Inc. www.solverusa.com Note: This Presentation includes slides from the MBS BI Roadmap presentation from Convergence 2010 – Updated August 2010
Overview • Why Invest in BI? • Microsoft BI Framework • Microsoft Management Reporter • Key Features and Functionality • Transitioning from Microsoft FRx • Management Reporter Roadmap
Solver - Company Snapshot • Founded in 1996 • Providing solutions and consulting services in the area of Corporate Performance Management (CPM) • Done 650+ implementation around the world on Microsoft’s BI platform • Microsoft Gold Certified partner • 2009 Global Microsoft Business Intelligence Partner of the Year • 14 years experience with budgeting, reporting and BI for Dynamics customers • Locations: • United States • Los Angeles, CA (head office) • San Francisco, CA • Seattle, WA • Phoenix, AZ • Boston, MA • Canada • Calgary • Toronto • Europe • Sweden • Denmark • Germany • Asia • India • Domain Expertise (authors…) Solutions & Services • Budgeting & Forecasting • Financial Reporting • Operational Reporting • Consolidations • Data Mining • Dashboards & Scorecards • Analytics • Data Warehousing • Mobile BI • Process Improvement Solutions • KnowledgeBase ™ • BI Search ™ New in2009!
Why invest in BI? Gartner (Nov-2009) predicts that organizations that develop a Performance-driven culture supported by performance management applications will outperform their peers by at least 30 per cent by 2015.
Business Performance Management and BI Framework for MBS Dynamics • Improve Execute • Plan • Why did it happen? • How adjust resources to support strategy? • What if we do X and Y? • Learn • Modeling • ISV/Excel • Excel (Data Mining) PowerPivot (Analysis) • MS SQL • ISV (Knowledge Db) • How to allocate resources to achieve strategy? • What happened? • How can we do it BETTER next time? • What is happening? Business Process Business Questions BI Category BI Tools • PPS/ISV (Dashboard) • MR/SSRS/ISV (Reporting) • MS SQL/ISV (Data Warehouse) • MR/ISV/Excel/ • Forecaster • MR/ISV/Excel/ • Forecaster • Budgeting • Improve processes • Forecasting • Monitoring
Management Reporter A real-time financial reporting application for creating, generating, securing, and publishing financial statements, such as Profit & Loss (P&L), balance sheets, and Actual vs. Budget variance reports. Boardroom-quality reports without IT assistance Integration with Microsoft Dynamics ERP solutions
Key Features and Functionality MR V2* MR V2* MR V2* MR V2* MR V2* Familiar User Interface Enhanced Presentation Tools Enterprise Architecture Powerful Analytic Capabilities Simplified Reporting
Enterprise Architecture Deploy a robust platform and help protect financial data • SQL Server and IIS integration • Native 64-bit support • Windows authentication • Microsoft .NET Platform and C#
Management Reporter Architecture Company A Report Designer Management Reporter Application Services Report Viewer MR Reporting Engine MR Data & Metadata Microsoft Excel Company B
Familiar User Interface Get people up and running quickly with less training • Customizable Navigation Pane • Toolbars with familiar icons • Multilanguage capabilities • Look & feel of Microsoft Windows
Transitioning From FRx MR V2* Simplify data migration with a step-by-step wizard MR V2* MR V2* Use a similar approach to report design Manage functionality differences with ease
Corporate Performance Management Roadmap Management Reporter 1H CY2010 Management Reporter • Management Reporter • 2012+ • Feature Pack 1 • 2012 • 2H CY2010 • Microsoft Dynamics AX & Microsoft Dynamics SL integration • Currency translation in Microsoft Dynamics GP • Microsoft Forecaster integration • Financial reporting • Soft consolidations • Microsoft Dynamics GP integration • Additional financial reporting, budgeting, and forecasting scenarios • Microsoft Dynamics NAV integration • Strategic and operational budgeting • Budget reporting • Financial reporting enhancements • Feature Pack 2 • 1H CY2011 • Bi-directional text • Report scheduling • Interactive report viewer • Drill to Microsoft Dynamics