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BAS208. MOSS 2007 and Business Intelligence. Jerry Kaczmarowski, Joe Berg, Joe Davey Slalom Consulting. Agenda. Introductions Overview of SharePoint BI Capabilities Case Study 1 Case Study 2 Closing Comments Q&A. About Slalom. THE COMPANY Founded 2001 400+ Consultants, locally based

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moss 2007 and business intelligence


MOSS 2007 and Business Intelligence

Jerry Kaczmarowski, Joe Berg, Joe Davey

Slalom Consulting

  • Introductions
  • Overview of SharePoint BI Capabilities
  • Case Study 1
  • Case Study 2
  • Closing Comments
  • Q&A
about slalom
About Slalom
  • Founded 2001
  • 400+ Consultants, locally based
  • 62% Growth, year over year
  • 13 Service Areas







San Francisco


slalom overview
Business Management

Program and Project Management

Customer Relationship Management

Business Intelligence

Business Process Improvement

Enterprise Learning



Architecture and Development

Technology Quality and Performance

Security and Privacy

Web Site Development


Enterprise Resource Planning

Compliance and External Reporting

Financial Processes and Systems

Slalom Overview
today s information challenges
Today’s Information Challenges
  • Access for All Users – Critical data is trapped in systems where it sits unused by the people who need it. If data is accessible, significant manual processing is needed to get to it.
  • Pressure to Act – Business users are expected to make smarter decisions faster than ever before.
  • Lack of Data Consistency– Multiple tools and systems provide multiple versions of the truth.
  • Information Overload– When users do have access to information, it is often presented in a way that makes it difficult to find meaning.
olap trends
OLAP* Trends
  • Microsoft is becoming a dominant player in the BI space
  • SharePoint is one of the enabling technologies for this growth.

* OLAP = OnLine Analytical Processing

Source: The OLAP Report, “Market Share Analysis”, Nigel Pendse, April, 10, 2007.

gartner magic quadrant q107
Gartner Magic Quadrant Q107
  • Microsoft is well positioned in the “Challenger” quadrant
gartner magic quadrant q108
Gartner Magic Quadrant Q108
  • Microsoft is in the “Leader” quadrant.
  • Gartner highlights the breadth of MS offerings, their quality, and their compelling price point.
sharepoint bi continuum
SharePoint BI Continuum


  • Basic KPIs referencing SharePoint Data
  • Integration with Excel and Access Data
  • Reporting from SQL Server
  • Drill down
  • Data driven KPIs
  • Slice and Dice
  • LOB Integration



  • PerformancePoint
  • Analysis Services
  • Business Data Catalog
  • MOSS 2007 out of the box
  • Excel Services
  • Access Integration
  • SSRS with Report Center


case study 1

Case Study 1

Joe Davey

Solutions Lead, Portals

Slalom Consulting


case study 1 project management dashboard
Case Study 1Project Management Dashboard
  • Need: Manage the global product deployment of new consumer devices including rolling launch dates, marketing material, in-store delivery schedules
  • Challenge: Several project teams all with different schedules needed a way to aggregate, project status into one dashboard for senior management
  • Timeframe: 4 weeks to prototype and deploy in time for Thanksgiving Holiday
  • Solution: MOSS 2007 Project Management Site using out-of-box KPI’s linked to Issues, Risks, Tasks, Spreadsheets
slalom pmo template
Slalom PMO Template

KPI Dashboard

kpi indicators
KPI Indicators

Overall Status

Total Project Health driven on 3 Core Indicators

Core Indicators

Budget – SP List or Excel Spreadsheet

Schedule – SP List

Scope – SP List

Leading Indicators

Set of indicators designed to monitor in process performance

setting overall kpi status
Setting Overall KPI Status

Setting an Indicator

budget kpi
Budget KPI

Budget Indicator

Budget Variance %

schedule kpi
Schedule KPI

Schedule Indicator

Completion Status and Date

scope kpi
Scope KPI

Scope Indicator

Change Request in Queue

lessons learned
Lessons Learned
  • Start from pre-built templates to speed development and focus on business process
  • Design with fewer rules and more PM involvement in status decisions
  • Keep site no deeper than 2 levels to improve adoption and accelerate usage
  • Involve end users in the design process, opt for practical results over best-in-class solutions
  • Don’t over leverage the platform
case study 2

Case Study 2

Joe Berg

Solutions Director, Business Intelligence

Slalom Consulting


case study 2 financing scorecard
Case Study 2Financing Scorecard
  • Our client provides financing to companies building technology solutions using their software.
  • The client needed to integrate data from their external banking partners with internal data to allow them to make informed decisions about their business.
  • The client wanted a one-stop shop for their reporting across the organization (no more emailing Excel documents)
  • The scorecard had to present a variety of views for different audiences (Executive, Sales, Credit, and Operations):
  • High level scorecards were created for executives.
  • Operational Reports served business line managers
  • Ad-hoc Report Capabilities were given to the Program Managers and Analysts
technical architecture
Technical Architecture

Data Warehouse built using Microsoft SQL Server 2005 and SSIS for Data Acquisition (ETL)

Business Intelligence Layer Incorporates Microsoft Analysis Services, Reporting Services, and Performance Point Server

End-user Experience is SharePoint Portal Server serving Scorecards, Dashboards, and Reports

reporting home page
Reporting Home Page

Comments and Directions Section for high level overview

Links to Area Home Pages

Additional Resources Links for things like the Data Dictionary, etc

executive view
Executive View

Links to Functional Areas

“Other Reports” tab links to additional content supporting the area.

other reportst page
Other Reportst Page

Links to Other Report Content

Links to Supporting Documents

Site-wide Supporting Documents

dashboard filter
Dashboard Filter

The filter section drives data on scorecards and reports.

executive view with graph
Executive View with Graph

Linked Graphs can be filtered as well

sales rep top 10
Sales Rep Top 10

Reports can be enabled to drill to detail as well.

lessons learned challenges to overcome
Lessons LearnedChallenges to Overcome
  • Gaps in functionality led to lagging adoption (figure out what is critical to success for business early in process)
  • Duplication of efforts during transition period from legacy system to new system Keys to Success
lessons learned what worked well
Lessons LearnedWhat Worked Well
  • Scorecard views “tell the story”
  • Standardization across groups and functions
  • Tightly integrated with power users/analysts day-to-day processes
lessons learned keys to success
Lessons LearnedKeys to Success
  • Commitment of team to use as decision making platform
  • Rationalizing definitions of metrics and taxonomy’s with end-user community (needed consensus and buy-in across company)
  • Started small to show value, then iterated
  • Dedicated support from both business and IT
closing comments
Closing Comments
  • We’ve found BI to be one of the hottest areas in our practice right now.
  • When Microsoft BI technologies are used by the client, SharePoint is usually part of the technology stack.
  • There are a range of capabilities in SharePoint to draw on, ranging from the simple to the complex.

Q & A

Jerry Kaczmarowski (

Joe Berg (

Joe Davey (

Slalom Consulting

we are hiring in all markets where we have offices contact tanis maulden tanism@slalom com

We are hiring in all markets where we have offices. Contact:Tanis



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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.