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Cooperation and insight presentation
1.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Improving Your Business With Cooperation & Insight
2.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Definitions • Cooperation = Collaboration working together for a common purpose or benefit. synonym - collaboration • Insight = Intelligence apprehending the true nature of a thing synonym - intelligence
3.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Usual Cooperation Scenario • A Group of People – May be geographically dispersed – May be in different organizations – Collaborating on information – Lots of communications choices
4.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Outlook
5.
Intellectual Capital for
Your Business Confidential and Proprietary Information © What Does This Look Like
6.
Intellectual Capital for
Your Business Confidential and Proprietary Information © SharePoint Services • Windows SharePoint Services 3.0 Free •Office SharePoint Server - MOSS A server product (Exchange, SQL) Two editions – Standard & Enterprise
7.
Intellectual Capital for
Your Business Confidential and Proprietary Information © SharePoint Components
8.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Collaboration Specifics • Team Sites • Lists • Libraries • Document Workspaces • Meeting Workspaces • Surveys & Discussions • Wikis & Blogs • Integration with Office • Tasks & Assignments
9.
Intellectual Capital for
Your Business Confidential and Proprietary Information © More on Collaboration • Pre-defined templates – see handout • Permissions • Editing • Check Out • Workflow • Version Control • Version History • Alerts
10.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Collaboration Brief Demonstration
11.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Questions Questions On Cooperation
12.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Usual Insight Scenario • Groups of People – With different responsibilities – In the same organization – May be geographically dispersed – Seeking insight to make better decisions
13.
Intellectual Capital for
Your Business Confidential and Proprietary Information © What Does This Look Like
14.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Collaboration Brief Demonstration
15.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Groups of People Business Analysts A system of record for business definitions Empowering KPI designer Auditing, versioning, and reversion capabilities Business Decision Makers (from C-Level on down) Access to multiple data sources for exception reporting Deep analysis in context Integrated collaboration environment Alerting on changes in data IT Administrators Centrally managed, scalable BI platform Better partnership with business users in KPI authoring
16.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Current Situation
17.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Current Situation - Advanced
18.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Data Warehouse
19.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Questions People Looking for Insight
20.
Intellectual Capital for
Your Business Confidential and Proprietary Information © MonitoringMonitoring Dashboards, scorecards and alerts AnalyzingAnalyzing Drill down, exception reports, root- cause analysis, multidimensional analysis ReportingReporting Detailed operational data Sharing standardized reports PlanningPlanning Create plans, models and scenarios, which are then fed back into the monitoring layer and encoded as targets and thresholds. ? What is Business Intelligence
21.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Business Intelligence Elements • Data Sources • Integration Services – Extract – Transform – Load • Analysis Services – OLAP Cubes • Reporting Services – Scheduling & Delivery • End User Tools – SharePoint – Excel
22.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Data Sources Systems of Record – internal or external • Sales – Orders - Manufacturing • Accounting – General Ledger • Human Resource – Payroll - Personnel Format might be: • Database systems – SQL, Oracle etc. • Desktop programs – Access, Excel
23.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Extract – Transform – Load
24.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Extract – Transform – Load • Extracting Data from Operational Systems • the process of extracting data from operational systems into the data preparation area • Cleansing and Transforming Data • the process of cleansing and transforming data in the data preparation area before loading the data into the data warehouse • Loading Data into the Data Warehouse • the process of loading data into the data warehouse database from the data preparation area
25.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Analysis Services • Middle-tier server to enable analyses on large volumes of data with exceptional data-retrieval performance times • Variety of data sources can be analyzed together • SQL • DB2 • Oracle • Access • Excel Business Logic Oracle Local DBsLocal DBs UnstructuredUnstructured Data sourcesData sources SpreadsheetsSpreadsheets SQL Server Access Security = Sales, Orders, etc.
26.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Reporting Services • Design reports with variety of structures • Render reports into MS Word documents • Display data with rich visualizations • Scheduled delivery integrated with SharePoint • Delivery to Who – When - How
27.
Intellectual Capital for
Your Business Confidential and Proprietary Information © End User Tools • Excel Pivot Table Service • SharePoint Services • Excel 2007 – Data Mining Add-ins = 1,000,000 Rows
28.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Insight Brief Demonstration
29.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Questions Business Intelligence
30.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Case Study 1 A Catholic Church Community Goal – Identify parishioners, the ministries they are involved in and their level of support. Combine this with the people served by each ministry and ministry alignment with parish mission and objective. Process – Extract information from parish line of business application; including family/parishioner identification and ministry involvement as supporter or beneficiary. This was combined with the family/parishioner level of support parish wide in terms of time, talent and treasure. Tools used included SQL Server, Analysis Services, Reporting Services and Excel. Result - A clearer and more informed understanding of who is being served, who is serving them, and how the served and the servers are participating in the overall life of the parish.
31.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Case Study 2 A Professional Services Firm Goals – Improve the post engagement analysis of work performed for clients. Determine the level of actual expense and realization versus forecasted revenue and expense. Process – Extract information from the firm’s Time & Billing application by individual; combine this data with HR & Payroll data from an external provider, in addition to Invoice data and Revenue Forecast data from in-house applications. Tools used included SQL Server, Analysis Services, Reporting Services and Excel. Result - A significantly better insight into “real” time and dollar performance on an engagement. This has resulted in better forecasting, increased client satisfaction and insight into the potential cost/revenue dynamics of an opportunity.
32.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Improving Your Business With Cooperation & Insight
33.
Intellectual Capital for
Your Business Confidential and Proprietary Information © Thank you 770-926-5030 (office) gwartes@rosebudtech.com www.rosebudtech.com http://blogs.rosebudtech.com
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