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James Serra – Business Intelligence Consultant
JamesSerra3@gmail.com
JamesSerra.com
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•


•
•
•
•
•
•
Agenda
   What is Business Intelligence?
   BI Concepts
   Why use a Data Warehouse?
   Why use Business Intelligence?
   What is the Microsoft BI stack?
   Why BI is a lucrative career
   Benefits of a BI career
Or more briefly:




Help with: “I have all this data, what should I do with it?”

“Knowledge is power!”. BI is a core business function that
allows companies to be more competitive and reduce costs.
BI allows you to present the data in many different formats
•

•


• Master Data Management – Processes, policies and tools that
  define and manage master data
• Star Schema – Fact table referencing any number of
  dimension tables
• Cube – Built from Star Schema. Summarization of data to
  quickly slice and dice. User does not need to create table
  relationships/joins
•
•
•
•
•
•
•
•
•
•
Legacy applications + databases = chaos             Enterprise data warehouse = order
  Production                          Finance                                      Continuity
     Control                                                                       Consolidation
       MRP                            Marketing                                    Control
                                                                                   Compliance
  Inventory
    Control                           Sales                                        Collaboration
      Parts                           Accounting
Management
                                                                                   Single version
     Logistics                        Management                                   of the truth
                                      Reporting
    Shipping                                                           Enterprise Data
                                      Engineering
                                                                         Warehouse
  Raw Goods                           Actuarial

Order Control                         Human
                                      Resources
  Purchasing                                               Every question = decision




   A data warehouse is the foundation of a business intelligence solution.
   75% of the effort in an end-to-end BI solution is building the DW
−

−
−

−

−
−
Tangible Benefits:
− Enable critical data and analysis tools as identified for
  multiple business groups
− Provide data integrity, simplification and standardization for
  the business areas
− Provide dynamic and interactive reporting
− Reports create simplicity and reduce Business Technology
  dependence for report creation and updates
− Cost savings by reducing the business users effort to create
  these reports and validate the data
− Rapid access to data from all sources
− Standard KPI and dashboard reports
− Allow for data mining and predictive analytics
Intangible Benefits:
− Improve efficiency and accuracy of decision support system
   for management and executive decision making
− Reduce manual consolidation efforts thereby improving
   productivity
− Provide transparency
• Is excessive overtime a reason for employee turnover?
• How are the sales territories performing?
• How are the sales people performing?
• Which customers are likely to buy from us?
• What products do our customers buy together?
• Do we have suppliers in the same region that we can
  consolidate?
• Is a decrease in sales due to the weather?


    BI will stimulate questions and give you answers
    that you never had before!
•
•
•
•
•

•
•
•
•




•
•
•
•
•
•
BI Bible: The Microsoft Data Warehouse Toolkit by Kimball
•
•

• SQL Server Analysis Services (SSAS) – OLAP cubes containing
  summarized data
• SQL Server Reporting Services (SSRS) – Server-based report
  generation software
• Visual Studio 2008 BIDS, SQL Server Data Tools (SSDT)
• Report Builder – Light weight version of SSRS
• PerformancePoint – Dashboard creation in SharePoint
• PowerPivot – Excel add-in to query data
• Power View – Fun, visual, drag-and-drop report builder
• Data Mining – Analyze data to find hidden patterns
• Master Data Services (MDS) – Centralized data source for
  Master Data Management
• Data Quality Services (DQS) – Manage the integrity and
  quality of data
• SharePoint – Landing zone for most Microsoft BI tools.
  Most reports are viewed on SharePoint
• Excel & Excel Services – Excel is the common front-end for
  most Microsoft BI tools. Excel Services enables you to
  display workbooks on SharePoint
Why BI is a lucrative career
•
•
•
•
•
•
•

•
•
•
•
•
•
•
•
•
•
James Serra – Business Intelligence Consultant
JamesSerra3@gmail.com
JamesSerra.com
•                  http://bit.ly/wJ7u5u
•   http://bit.ly/X2vMrf
•                         http://bit.ly/NgaYdo
•                                 http://bit.ly/SrBMLT
•                              http://bit.ly/10rN3Pp
•         http://bit.ly/10rN9GD

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What exactly is Business Intelligence?

  • 1. James Serra – Business Intelligence Consultant JamesSerra3@gmail.com JamesSerra.com
  • 3. Agenda  What is Business Intelligence?  BI Concepts  Why use a Data Warehouse?  Why use Business Intelligence?  What is the Microsoft BI stack?  Why BI is a lucrative career  Benefits of a BI career
  • 4. Or more briefly: Help with: “I have all this data, what should I do with it?” “Knowledge is power!”. BI is a core business function that allows companies to be more competitive and reduce costs.
  • 5.
  • 6. BI allows you to present the data in many different formats
  • 7. • • • Master Data Management – Processes, policies and tools that define and manage master data • Star Schema – Fact table referencing any number of dimension tables • Cube – Built from Star Schema. Summarization of data to quickly slice and dice. User does not need to create table relationships/joins
  • 9. Legacy applications + databases = chaos Enterprise data warehouse = order Production Finance Continuity Control Consolidation MRP Marketing Control Compliance Inventory Control Sales Collaboration Parts Accounting Management Single version Logistics Management of the truth Reporting Shipping Enterprise Data Engineering Warehouse Raw Goods Actuarial Order Control Human Resources Purchasing Every question = decision A data warehouse is the foundation of a business intelligence solution. 75% of the effort in an end-to-end BI solution is building the DW
  • 10.
  • 12. Tangible Benefits: − Enable critical data and analysis tools as identified for multiple business groups − Provide data integrity, simplification and standardization for the business areas − Provide dynamic and interactive reporting − Reports create simplicity and reduce Business Technology dependence for report creation and updates − Cost savings by reducing the business users effort to create these reports and validate the data − Rapid access to data from all sources − Standard KPI and dashboard reports − Allow for data mining and predictive analytics
  • 13. Intangible Benefits: − Improve efficiency and accuracy of decision support system for management and executive decision making − Reduce manual consolidation efforts thereby improving productivity − Provide transparency
  • 14. • Is excessive overtime a reason for employee turnover? • How are the sales territories performing? • How are the sales people performing? • Which customers are likely to buy from us? • What products do our customers buy together? • Do we have suppliers in the same region that we can consolidate? • Is a decrease in sales due to the weather? BI will stimulate questions and give you answers that you never had before!
  • 16. BI Bible: The Microsoft Data Warehouse Toolkit by Kimball
  • 17. • • • SQL Server Analysis Services (SSAS) – OLAP cubes containing summarized data • SQL Server Reporting Services (SSRS) – Server-based report generation software • Visual Studio 2008 BIDS, SQL Server Data Tools (SSDT) • Report Builder – Light weight version of SSRS • PerformancePoint – Dashboard creation in SharePoint • PowerPivot – Excel add-in to query data • Power View – Fun, visual, drag-and-drop report builder
  • 18. • Data Mining – Analyze data to find hidden patterns • Master Data Services (MDS) – Centralized data source for Master Data Management • Data Quality Services (DQS) – Manage the integrity and quality of data • SharePoint – Landing zone for most Microsoft BI tools. Most reports are viewed on SharePoint • Excel & Excel Services – Excel is the common front-end for most Microsoft BI tools. Excel Services enables you to display workbooks on SharePoint
  • 19.
  • 20. Why BI is a lucrative career • • • • • • • • •
  • 21.
  • 23. James Serra – Business Intelligence Consultant JamesSerra3@gmail.com JamesSerra.com
  • 24. http://bit.ly/wJ7u5u • http://bit.ly/X2vMrf • http://bit.ly/NgaYdo • http://bit.ly/SrBMLT • http://bit.ly/10rN3Pp • http://bit.ly/10rN9GD

Editor's Notes

  1. BI is the “Gathering of data from multiple sources to present it in a way that allows executives to make better business decisions”. I will describe in more detail exactly what BI is, what encompasses the Microsoft BI stack, why it is so popular, and why a BI career pays so much. I will review specific examples from previous projects of mine that show the benefits of BI and its huge return-on-investment. I'll go into detail on the components of a BI solution, and I will discuss key concepts for successfully implementing BI in your organization.
  2. Deliver in a way to makes sense to the users
  3. Allow a consulting company to be a guide to take you thru the first few cycles
  4. Look at a consulting company with experience to provide guidance, resources, mentor, build the skillset within your organization. So you can overcome the complexity that may be too much to do on your own