Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into what’s possible and what’s on the roadmap in the future.
How can your organisation discover insights from its information and data? Tim Mole from Intergen looks at the different ways organisations can derive insights, sharing a number of useful examples along the way.
2. Our agenda
The Value of Information
4 Key Focus Areas with Microsoft Dynamics
Making BI Work for You
3. The Value of Information
Agility
Velocity
Productivity
Right Information, to the Right People,
at the Right Time, in the Right Format
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5. Simple Reporting Strategies
Operational
Reporting
Minimise over-investment
in Traditional Reporting
factoid
Managers reliant on Fixed Reporting, only find the right information 62% of the time - Forrester 2013
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6. Simple Reporting Strategies
Operational
Reporting
Focus on high value reporting
over high volumes of reports
Consider the Business Process not the Task
Orient to the Role
Review regularly and keep relevant
factoid
Forrester research suggests that most firms only use 1% - 5% of the data available to them – Forrester 2012
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7. Simple Reporting Strategies
Operational
Reporting
Management by Exception
Visual Cues - Graphical Indicators and Colour
Section Summaries with Bookmarks
Alerts, Scheduling
factoid
Hours between events occurring and notification: with BI (5.5hrs); without BI (277.3hrs) – Aberdeen Group 2013
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8. Simple Reporting Strategies
Operational
Reporting
Invest in your People
Invest in Automation
factoid
65% of business users rely on Fixed Reports only! - Forrester 2013
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9. A Focus on Self-Service
Self Service
Analytics
We are all different, No two days are the same!
Our tools should cater for this
Self-Service is the most effective Investment
and is Transformational!
factoid
56% of Organisations rely on ‘gut-feel’ when making decisions - Aberdeen 2012
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10. A Focus on Self-Service
factoid
•
•
•
•
Self Service
Analytics
Local Data
Complex - cross-sheet references, calculations, vlookup hell!
Errors and inconsistencies
High manual effort
80% of Spreadsheets contain critical errors - Gartner 2011
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11. A Focus on Self-Service
Search,
Filter,
Sorting,
Drill down
factoid
Export to
Excel:
Static and
Dynamic
User
Query
Specific
Office
Add-In's
SharePoint
Integration
Self Service
Analytics
Analytical
Cubes
Support for
External
Connections
SMB’s with integrated ERP and BI saw a 20% increase in time to decision - Aberdeen Group - 2013
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12. A Focus on Self-Service
Self Service
Analytics
BI
Platform
+
factoid
Self Service delivers 60% lower support costs / user – Forrester 2012
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13. A Focus on Self-Service
Case Study 1 – Education
Self Service
Analytics
Need:
Improved visibility of Call Centre and Personal Performance and
Donation analytics
Replace whiteboard for presenting performance
Real-time access to Key Management Indicators
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14. A Focus on Self-Service
Case Study 1 – Education
Self Service
Analytics
Outcome:
CRM implemented to manage the process of collecting donations
Self Service and Dashboards for Management and Call Centre
Real time analytics across all functional areas of business:
•
Call conversion – call rate, closure rate
•
Donation analysis – new donations vs repeat, up-sell vs down-selling
•
Call centre performance to target, by staff, by location
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15. A Focus on Self-Service
Case Study 2 – Wholesale Trade
Self Service
Analytics
Need:
Access to OOTB and more advanced NAV analytics
Simple to use and affordable self-service environment
Common analytical tool, delivered throughout organisation
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16. A Focus on Self-Service
Case Study 2 – Wholesale Trade
Self Service
Analytics
Outcome:
NAV BI Accelerator implemented across: Sales, Purchase, Inventory,
Receivables, Payables, GL, Sales Orders, Purchase Orders, Account Schedules
Access to many customised and advanced metrics
3 week services investment (including customisations)
Self-service delivered entirely through Excel
Full support to drill down and drill across, and time-intelligence
factoid
Anecdotal evidence suggests that solution accelerators can cut 20% to 50% of initial implement efforts – Forrester 2012
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17. A Focus on Self-Service
Case Study 3 - Multi-Source Self Service
Self Service
Analytics
Need:
Single integrated reporting and self-service environment
Finance
Sales
Available to all staff using easy to use tools
Support the unique needs of Leadership, Finance, Sales,
PMO, Marketing and Delivery teams
Marketing
Practice Mgmt
Consistent analytics, across a variety of dimensions
Resource Planning
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18. A Focus on Self-Service
Case Study 3 - Multi-Source Self Service
Self Service
Analytics
Project and Team Analytics
Finance
Project Performance, Actual vs Budget
Financial Performance
Sales
Marketing
Practice Mgmt
Resource Planning
factoid
Revenue and Resource commitments and forecast
Customer analytics
Timesheet analysis
Staff: project commitments, achievement to target, leave profile
Practice, Business Unit and Regional analysis
42% of firms note that their data is so fragmented that it is almost impossible to build a single coherent picture – Aberdeen Group 2013
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19. A Focus on Self-Service
Case Study 3 - Multi-Source Self Service
Self Service
Analytics
Customer Analytics
Finance
Leads, Opportunities, Closure Rates
Actual vs Target tracking
Sales
Marketing
Practice Mgmt
Financial Transactions current and forecast, Services vs Licences
Current and Past Project Performance
Customer Segmentation analysis
Sales Team Performance
Resource Planning
factoid
Marketing Effectiveness
42% of firms note that their data is so fragmented that it is almost impossible to build a single coherent picture – Aberdeen Group 2013
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20. A Focus on Self-Service
Case Study 3 - Multi-Source Self Service
Self Service
Analytics
Outcome
Finance
Short Implementation – 3 months duration
Consistent reporting and measurement
Sales
Marketing
Practice Mgmt
Increasing awareness, analysis and insight
Single self service tool
Reduction in fixed web reports
Resource Planning
factoid
42% of firms note that their data is so fragmented that it is almost impossible to build a single coherent picture – Aberdeen Group 2013
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21. Dashboards – Targeted Info
Dashboards
Start a Business Process
My Workload
Urgent Actions
Visual and
Interactive Charts
What to do Next
What is the
Current Status
Access to key
Resource
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22. Dashboards – Targeted Info
Dashboards
Dashboard
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23. Dashboards – Targeted Info
Dashboards
Role Centre
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24. Dashboards – Targeted Info
Dashboards
Role Centre
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25. Dashboards – Targeted Info
Case Study 1 – Transport and Postal
Dashboards
Need:
Improve the awareness of Operational Performance
Increase visibility of Sales team Performance
Individually help the sales staff achieve and exceed their personal
targets
factoid
Mgrs with Reports, Self-Service and Dashboards, find the right information 86% of the time, compared to 55% without - Forrester 2013
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26. Dashboards – Targeted Info
Case Study 1 – Transport and Postal
Dashboards
Outcome:
Use CRM dashboards across all aspects of the Sales process
Operational Efficiency - interactive and actionable dashboards
Publish quality real-time Performance and Achievement metrics
Improvements in personnel Productivity and Accountability
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27. Dashboards – Targeted Info
Case Study 2 – Professional Services
Dashboards
Need:
Improve visibility of information to the Financial Controller
Single dashboard presenting summary of current financial position
Centralise key functions, reduce navigation in AX
View all AX tasks in one place
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28. Dashboards – Targeted Info
Case Study 2 – Professional Services
Dashboards
Outcome:
Implement Financial Controller AX Role Centre
Centralised information hub for key measures:
Aged debtor Analysis, Cash-flow, Revenue Forecast to Actual, Chargeability
Cues, Alerts and Tasks
Effective simple charting on current performance
Key Report list
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29. Beyond Reporting, Analytics and Dashboards
Leverage your BI investment
Process
Improvement
Automate Business Process
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30. Beyond Reporting, Analytics and Dashboards
Case Study 1 – Process Automation: Engineering
Process
Improvement
Need:
Decrease the time to produce the month-end financials
Increase consistency, reduce error rates
Solution:
Automated month-end process managed through BI Platform
Reduction in effort and quicker publication
Improvement in accuracy and data quality
Support for self-service analytics
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31. Beyond Reporting, Analytics and Dashboards
Case Study 2 – Process Automation: Recycling
Process
Improvement
Need:
Cost Allocation – speed up and reduce effort and error rate
Improve cost allocation analytics
Solution:
Nightly integration of CRM solution and ERP
Cost Allocation Model with visible, consistent and repeatable rules
Accurate analysis of Costs and Margin by range of dimensions
Accurate and relevant cost comparisons between Cost Centres
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34. BI MATURITY
Making BI Work for You
PROACTIVE
What Will Happen; Best Case/Worst Case?
REACTIVE
What is the next best action?
ADAPTIVE
How and why did it happen?
ACCESSIBLE
What is happening now?
REPEATABLE
What happened?
VISIBLE
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