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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?
 BI Solutions and Lifecycle
 What is the Microsoft BI stack?
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
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•
•
•
•
•
•
•
•
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Legacy applications + databases = chaos
Production
Control
MRP
Inventory
Control
Parts
Management
Logistics
Shipping
Raw Goods
Order Control
Purchasing
Marketing
Finance
Sales
Accounting
Management
Reporting
Engineering
Actuarial
Human
Resources
Continuity
Consolidation
Control
Compliance
Collaboration
Enterprise data warehouse = order
Single version
of the truth
Enterprise Data
Warehouse
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
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−
−
−
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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!
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BI Bible: The Microsoft Data Warehouse Toolkit by Kimball
•
Operational Data Store (ODS)
•
BPM BAM Business Activity Monitoring and
Business Intelligence
•
Kimball methodology
•
Inmon methodology
•
•
• 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
• Power Pivot – 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
James Serra, Business Intelligence Consultant
Email me at: JamesSerra3@gmail.com
Follow me at: @JamesSerra
Link to me at: www.linkedin.com/in/JamesSerra
Visit my blog at: JamesSerra.com
• http://bit.ly/SrBMLT
• http://bit.ly/10rN3Pp
• http://bit.ly/10rN9GD
• http://bit.ly/11zXAfk
• http://bit.ly/11zXEvN
• http://bit.ly/11zXJzp

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Why a Company Should Consider DW/BI

  • 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?  BI Solutions and Lifecycle  What is the Microsoft BI stack?
  • 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.
  • 7.
  • 8. BI allows you to present the data in many different formats
  • 9.
  • 10. • • • • 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
  • 12. Legacy applications + databases = chaos Production Control MRP Inventory Control Parts Management Logistics Shipping Raw Goods Order Control Purchasing Marketing Finance Sales Accounting Management Reporting Engineering Actuarial Human Resources Continuity Consolidation Control Compliance Collaboration Enterprise data warehouse = order Single version of the truth Enterprise Data Warehouse 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
  • 13.
  • 15. 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
  • 16. 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
  • 17. • 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!
  • 19. BI Bible: The Microsoft Data Warehouse Toolkit by Kimball
  • 20. • Operational Data Store (ODS) • BPM BAM Business Activity Monitoring and Business Intelligence • Kimball methodology • Inmon methodology
  • 21.
  • 22.
  • 23.
  • 24. • • • 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 • Power Pivot – Excel add-in to query data • Power View – Fun, visual, drag-and-drop report builder
  • 25. • 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
  • 26.
  • 27. James Serra, Business Intelligence Consultant Email me at: JamesSerra3@gmail.com Follow me at: @JamesSerra Link to me at: www.linkedin.com/in/JamesSerra Visit my blog at: JamesSerra.com
  • 28. • http://bit.ly/SrBMLT • http://bit.ly/10rN3Pp • http://bit.ly/10rN9GD • http://bit.ly/11zXAfk • http://bit.ly/11zXEvN • http://bit.ly/11zXJzp

Editor's Notes

  1. Deliver in a way to makes sense to the users
  2. Show data mining?
  3. Note that you still want to do some reporting off of source system (i.e. current inventory counts).It’s important to know upfront if data warehouse needs to be updated in real-time or very frequently as that is a major architectural decision
  4. Allow a consulting company to be a guide to take you thru the first few cycles
  5. Do you ever wonder how your business intelligence (BI) and data warehousing (DW) environment compares to other companies and what steps you should be taking to progress your analytics platform?One of the first steps in any BI project is an assessment of your company’s readiness and capabilities for business intelligence.  That is where a Business Intelligence Maturity Assessment comes in.A Business Intelligence Maturity Assessment determines what is the business need for BI, the ability of business processes and operational systems to support BI, the level of progress of current BI initiatives, future BI plans, and outlines the appropriate steps needed to make BI work.
  6. 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