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DAT390 Real-World Business Intelligence Solutions For Vertical Industries . Sanjeev Karande Program Manager Microsoft Corporation. Agenda. BI in Vertical Industries Vertical BI – What and Why ? BI Scenarios in vertical industries Microsoft BI Products/Technologies

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dat390 real world business intelligence solutions for vertical industries

DAT390 Real-World Business Intelligence Solutions For Vertical Industries

Sanjeev Karande

Program Manager

Microsoft Corporation

  • BI in Vertical Industries
    • Vertical BI – What and Why ?
    • BI Scenarios in vertical industries
    • Microsoft BI Products/Technologies
    • Key Architectural Patterns
  • Real-World Vertical BI Scenarios
    • Manufacturing/Supply Chain
    • Retail/CPG
    • Federal Government
    • Healthcare
  • Q&A
  • Evolution of Business Intelligence
    • Periodic batch reporting
    • 4th-Generation languages
    • Decision Support Systems (DSS)
    • Executive Information Systems (EIS)
    • On-Line Analytical Processing (OLAP)
    • Data Mining, Text Mining
  • Horizontal BI (FOSH) – EPM/CPM
  • Vertical BI needs/pains in middle layer
  • Vertical KPI guidance needed
why vertical bi
Why Vertical BI ?

Each industry vertical has:

  • Unique specialty segments with specific BI needs and pain points
  • Unique data structures, process patterns and standards
  • Unique job roles with industry specific responsibilities and KPI’s
  • Common compliance reporting needs
  • A BI solution focused on vertical needs the shorten execution cycle and adds business value for the customer
some bi scenarios by vertical
Some BI Scenarios By Vertical
  • Healthcare – HIPAA/HEDIS reporting, Episode Analysis, Clinical Analysis, Provider Profiling, Physician Detailing
  • Manufacturing – Supply Chain Analytics, Warrantee Analysis, TREAD Reporting, Plant Manager Dashboards, Inventory Analytics
  • Retail – Category Management, Store Manager KPI Dashboards, Multi-Channel Analysis, Market Basket Analysis, Shrinkage Analysis, Replenishment Planning
  • Financial Services – Banking Customer Analytics, Risk Analysis, Property/Casualty Analysis, Life Insurance & Actuarial Analysis, Loan Compliance
  • Government – Financials/Budgeting, Case Management for Courts and various agencies, Compliance Management Analytics
a vertical bi solution provides
A Vertical BI solution provides:
  • Tools for common BI needs and pain-points
  • Industry specific data models and dimensional structures based on standards
  • Job role based KPI dashboards
  • Pre-defined Dimensions and Cube Templates
  • Pre-configured data extraction and transformation (ETL) packages
  • Pre-programmed standard report templates
  • PAG for Industry specific end-to-end scenarios
  • Shortened execution cycle lowering TCO
  • Long term support from Microsoft BI partners
microsoft bi technology stack
Microsoft BI Technology Stack

BI LOB Applications

Solution Accelerators

Windows Client

  • Business Scorecards
  • Excel Reporting

Dev Tools

Visual Studio .Net

Office Edition




SharePoint Portal


Data Analyzer

Management Tools

Reporting Services

Analysis Services

OLAP & Data Mining

SQL Server

Relational Engine

Windows Server

key architectural patterns
Key Architectural Patterns
  • KPI Dashboards –Powered by Sharepoint webparts and Analysis Services Cubes

(Scenarios: Industry role based dashboards, scorecards, EIS)

  • Reporting Warehouse –Using SQL Server Reporting Services with report definitions catalog, pre-populated reports, with many client UI rendering options

(Scenarios: Regulatory compliance reports, Internal periodic reports)

  • Interactive BI –Advanced UI for drill-down, slicing, pivoting, charts/graphs, etc. for interactive ad-hoc BI

(Scenarios: Information Worker, Knowledge Worker ad-hoc analysis)

  • Real-Time BI –BizTalk enabled, instant transactional update data flows for (Near)-Real-Time visibility (aka BAM)

(Scenarios: Supply Chain analytics with POS, Bar Codes, RFID)

  • Advanced BI / Data Mining –Specialty algorithms for hidden trend analysis, knowledge discovery, pattern recognition, text mining for deriving dynamic ontologies, etc.

(Scenarios: Fraud Detection in CPG/Retail, Cross-selling on websites)

vertical bi solutions in manufacturing supply chain

Vertical BI Solutions in Manufacturing/Supply Chain

Yvan Mountuelle

Product Manager

Panorama Software


Niraj Tenany

President and Principal Consultant

Netwoven Inc.


  • Provide an overview of Manufacturing Supply Chain Analytics
  • Introduce Supply Chain Operations Reference (SCOR) Model, its benefits and implementation
  • Discuss Key Challenges in Implementing SCOR
  • Discuss Reference Architecture For Implementing SCOR
  • Demonstrate SCOR Model implemented with Microsoft and Panorama Technologies
  • Review Customer Reference Implementations (other than SCOR)
    • Jelly Belly Candy Company
    • Altera Corporation
scor introduction
SCOR - Introduction
  • Why SCOR?
    • Industry Standard Model for implementing and measuring Supply Chain
    • Serves to provide a unified view of a company’s supply chain operations
    • Proposed by the Supply Chain Council
    • Consists of 700+ members including companies like Lockheed Martin, P&G etc.
    • Provides a common supply chain framework, standard terminology, common metrics, benchmarks and best practices
scor introduction14
SCOR - Introduction
  • Current SCOR version is at 6.0
  • Proposes four levels of Metrics for Business Intelligence (Level I, Level II, Level III and Level IV). Level I and Level II have been fully defined
scor key benefits
SCOR – Key Benefits

Standard set of metrics for companies

Ability to define goals based on industry standard data and compare company metrics with the goals

Proven quantified benefits from integrating the supply chain

Provides visibility across business processes in an integrated way

scor key processes
SCOR – Key Processes
  • SCOR 6.0 outlines five Level I processes
    • Plan
    • Source
    • Make
    • Deliver
    • Return
scor key challenges
SCOR – Key Challenges
  • Integration between Level I and other related metrics is complex.
  • Very few out of the box solutions exist for delivering SCOR Metrics
scor requirements
SCOR – Requirements
  • Ability to compare company metrics with Industry Standard data
  • Ability to perform Year over Year analysis of company metrics
  • Ability to expand company Level I metrics to subsequent levels
key architecture features
Key Architecture Features
  • Presentation Layer
    • Pre-defined Key Performance Indicator (KPI) Dashboards in SharePoint Portal Server (SPS and WSS) rendered in the browser (IE) with graphics
    • Role based dashboards
    • Standard reports, views and drill-through capabilities through browser
    • Standard reports, views and drill-through capabilities through thick client
    • Reporting Services Integration for delivering static reports
key architecture features21
Key Architecture Features
  • Alerts and Notifications
    • Automated alters and notifications per pre-defined thresholds and business rules
    • Integration of alerts in SharePoint Portal Server (SPS and WSS)

BI Solution for Manufacturing Supply Chain Analytics(based on the SCOR model)

Niraj Tenany

Netwoven Inc.

Yvan Mountuelle

Panorama Software

altera corporation
Altera Corporation
  • Large Semiconductor Company based in San Jose, CA
  • Key Requirements and Pain Points
    • Availability of information took long time, now it is instantaneous
    • Any changes to the model required extensive customization
    • End user tool was not flexible enough to be able to analyze the data in different ways
altera corporation25
Altera Corporation
  • Performed extensive evaluation of various products and then selected Analysis Services and Panorama Software
  • Main Subject Areas for Analysis
    • Inventory Analysis by Company, Distributor, with Margin Analysis
    • Point Of Sale Analysis
    • Months Supply On Hand Analysis
    • Market Segment Analysis
    • End Customer Analysis
altera corporation26
Altera Corporation

Please Note: These slides are based on fictitious data

altera corporation27
Altera Corporation

Please Note: These slides are based on fictitious data

altera corporation28
Altera Corporation

Fictitious Data

Alt Click on the metricsto launch them in a full functioning window

jelly belly candy company
Jelly Belly Candy Company
  • Makers of Jelly Beans sold in 35 countries with its roots back to 1869
  • Key Requirements
    • Needed to better track their product brands
    • Needed to replace their green-bar reporting system with more flexible analytical system
    • Needed to improve the processing time for preparing reports and analysis
    • Needed to deliver analysis and reporting capabilities to the masses
jelly belly candy company30
Jelly Belly Candy Company
  • Main Subject Areas
    • Sales Analysis
      • By Business Unit, By Products, By Geographies, By Customer, By Warehouse, By Time
    • Accounts Analysis
      • Accounts Receivables Analysis, General Ledger Analysis, Accounts Payables Analysis
analytics for retail category management

Analytics for Retail Category Management

Rex Parker

Senior Product Manager

ProClarity Corporation


retail category management
Retail Category Management

Category management is a marketing model conceived by the Efficient Consumer Response initiative. It has a twofold focus: to establish product categories based on consumer needs and shopping behavior and to manage those categories as strategic business units.

Who practices Category Management?

Retailers and manufacturers

Category Managers



Inventory Managers


Key Retail & CPG Customers




Al Tayer Group

The Body Shop




The Home Depot

Jiffy Lube

KB Kids.com

Marks & Spencer

Rite Aid


Scottish & Newcastle

Sonic Industries

Consumer Packaged Goods


Kerry Group

Kimberly Clark




Pennzoil QuakerState

Proctor & Gamble

Reckitt Benckiser

Reddy Ice

West Farm Foods

integrating analytics with category management
Integrating Analytics with Category Management
  • Define category performance metrics
    • Enterprise-Level Metrics
    • Category-Level Metrics
      • Retailer, Manufacturer, Collaborative
  • Identify and define category analysis
  • Monitor the category and make strategic adjustments
  • Companies must manage categories/brands like a business to maximize revenue and profit – but the data is complex and prioritizing hard
where do we start
Where Do We Start?
  • Retail Category Management Accelerator
  • Category Management Dashboards
    • Consumer Views
    • Category Financial Performance
    • Category Market View
    • Category Productivity
  • Analytics
    • Category Performance
    • Inventory Analysis
    • Price Analysis
    • Market Analysis
category management in proclarity
Category Management in ProClarity

Integrated Analytics

ProClarity Dashboards,

SharePoint Portal Server

KPI Creation

shared business logic
Shared Business Logic

Better, Faster Vertical Application Accelerators


Analytics for Retail Category Management

Rex Parker

Senior Product Manager

ProClarity Corporation


federal government bi scenarios

CIZER Software

Federal Government BI Scenarios

Doug Harts

Cizer Software


federal bi solutions by cizer
Federal BI Solutions by Cizer
  • Environmental Protection Agency (EPA)
    • ISSUE: Public budget process uses Excel spreadsheets for sub-agency planning
    • SOLUTION: Automated Excel Spreadsheets and SQL Server Reporting Services
  • US Federal Courts (Probation & Pretrial)
    • ISSUE: Public case management process requires business user ad-hoc reporting
    • SOLUTION: Query-by-Example to Excel with SQL Server Reporting Services
reporting services technology rdl object model from cizer
Reporting Services Technology (RDL Object Model from Cizer)
  • User interfaces serialized to RDL
  • XML open standard across platforms
  • Web service calls to Reporting Services
    • Calls the Microsoft XML engine
    • Renders to HTML, Excel, PDF & more…
  • 100 % adherence to RDL
    • RDL is created in Cizer Quick Query or Cizer Report Builder, enhanced in Visual Studio
asp net c technology browser reporting from cizer
ASP.Net C# Technology (Browser Reporting from Cizer)
  • C# ASP.Net from a server or cluster
  • Internet Explorer is the client; users can author reports without IT help
  • Central libraries for re-usable queries, parameters, reports & templates
  • Security Roles & Users
    • Windows Authentication or Login ID & Pwd
    • Data filtering by data source ID or by Cizer Login Profile
healthcare pharmaceutical bi solution

Healthcare/PharmaceuticalBI Solution

Sandy Sharma

Vice President

Immedient Inc.


healthcare bi solution
Healthcare BI Solution

Scenario Overview

  • Pharmaceutical companies rely heavily on the Provide and Field feedback for Sales, Marketing, R&D
  • Multiple touch points exist for data collection from Physicians and Field Reps
  • Specialty partners in Healthcare provide innovative solutions for data collaction
  • No robust BI solution exists to properly consolidate and analyze the data
  • Such a solution can add high value to R&D and sales/marketing and closed loop analysis for drug effectiveness
  • There is serious need for Business Intelligence solutions that address specific business scenarios in vertical industries
  • The robust and versatile Microsoft BI platforms can be leveraged effectively to create innovative Vertical BI solutions
  • Microsoft is creating real-world BI solutions for vertical industries via key BI partners, providing both business and technical value for customers

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