Welcome to the Minnesota SharePoint User Group

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Welcome to the Minnesota SharePoint User Group
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Agenda

• Introductions / Overview
• Upcoming Schedule
• Access to information
• Different data sources
• Different approaches
• Case Study / Demo Industrial Automation
  Engineering
• Office Solution Accelerator for Business
  Scorecards
• Q A

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Introductions MNSPUG Sponsors

• Inetium (www.inetium.com)
• Twin Cites based Microsoft consulting company
• Microsoft Gold Certified Partner
• Practice Area focused on Information Worker
  Technologies
• New Horizons Minnesota (www.newhorizonsmn.com)
  
• Microsoft Gold Certified Partner
• Training on many technologies
• Microsoft (www.microsoft.com)
• Im guessing youve heard of them

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User Group Goal / Objectives

• Build a local community focused on Microsoft
  SharePoint Technologies
• Educate user group members about SharePoint
  Technologies
• Transfer knowledge within the community
• Communicate best practices
• Introduce new products / solutions

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www.sharepointmn.com

• Website for user group
• SharePoint resource documents
• SharePoint resource websites links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations

www.sharepointmn.com
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Upcoming Schedule

• Next Meeting
• January 12th 900 AM to 1100 AM
• Microsofts Bloomington Office
• Topic To Be Announced
• Ongoing Schedule
• 2nd Wednesday of every month
• 900 to 1100 am
• Microsofts Bloomington Office

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SharePoint News -- UPDATE

• SharePoint Portal Server 2003 Service Pack 1
  (SP1) released
• http//support.microsoft.com/?kbid841883
• Windows SharePoint Services 2003 Service Pack 1
  (SP1) released
• http//support.microsoft.com/?kbid841876

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Improving Access to Information
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Access to Information

• What are we really talking about?
• How can SharePoint be used to gain access to
  information that is held in other systems?
• Utilize SharePoint as a tool to consolidate and
  view information in disparate systems.
• Understand what technologies support SharePoint
  to help this happen.

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Different Types of Data

• Structured vs. Unstructured
• Structured
• Relational database
• SQL
• Oracle
• Access
• XML
• OLAP (cube)
• Unstructured
• Documents
• Email

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Structured Data

• Relational Data
• Tables (rows and columns)
• Database system made up of many tables /
  queries
• XML (Extensible Markup Language)
• Hierarchical structure
• File based or web services
• OLAP (OnLine Analytical Processing)
• Cube structure (multi-dimensional)
• Typically fed from relational database
• Slice n dice

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SharePoint tools to work with Structured Data

• Front Page Data View web part
• Office Web Components (OWC)
• XML Web part
• Scorecard Accelerator
• Other Approaches
• Custom web parts
• Display reporting tools in web part (i.e. SQL
  Reporting Services)
• 3rd Party web parts

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Front Page Data View Web Part

• Front Page provides addition of Data View web
  part to pages
• Can connect to multiple source types
• Formatting options
• Style
• Sorting / Grouping
• Filtering
• Read-only
• Refreshed when page is refreshed

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Office Web Components (OWC)

• Provides familiar Office experience on web
• Allows user to interact with data via the web
• Can connect to multiple different data source
  types
• Components loaded onto web server
• Web Parts
• Datasheet
• Pivot Chart
• Pivot Table
• Pivot View
• Spreadsheet
• Quick quote
• Web capture

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XML Web Part

• Provides connection to XML data sources
• Typed in XML
• File-based XML
• Allows for custom formatting via XSL (style
  sheet)

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Case Study Industrial Automation Engineering
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Case Study Industrial Automation Engineering

• Challenge
• Securing an existing relationship with a client
  by providing them with a higher-level of
  customer service through better and more timely
  information.

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Case Study Industrial Automation Engineering

• Background
• IAE is contracted to monitor and support the
  devices used to measure the input/output of
  Diesel Fuel used to power BNSF Locomotives.
• The reliability of these devices (Fuel Flow,
  Tank-level Meters) and the fuel data they record
  is mission-critical to BNSF from an accounting
  standpoint.
• The accurate and timely reporting of daily
  variance data, inside/outside of an acceptable
  tolerance-levels, is key to understanding whether
  devices require technical support or not.

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Case Study Industrial Automation Engineering

• If the fuel-flow or tank level metrics exceed
  the tolerance-levels, or equipment has failed
  etc BNSF wants to know
• What is the technical issue? (software/hardware)
• Where does the problem exist?
• When will the issue be fixed?
• How will it be resolved?
• Who is accountable for resolving it?

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Case Study Industrial Automation Engineering

• BNSF Concerns
• BNSF wants to know if the data coming from the
  devices is acceptable
• Is the data reliable enough to import into
  their accounting software?
• Is IAE doing all they can to be responsive to
  the issues and have a plan to resolve them?

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Case Study Industrial Automation Engineering

• Solution
• Create a BNSF Client Extranet using Windows
  SharePoint Services

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Case Study Industrial Automation Engineering

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Case Study Industrial Automation Engineering

• Solution Benefits
• Access to information about day-to-day fueling
  station operations without needing to rely on a
  customer-service or technical consultant to
  contact them.
• Provides BNSF with a higher-level of customer
  service
• Allows BNSF to make better business and
  financial decisions

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Business Scorecards Accelerator
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Office Business Scorecards Accelerator

• What is it?
• Business Intelligence tool
• Tool to help measure Key Performance Indicators
  (KPIs) visually
• Increase speed and quality of decision making
• Automate the creation and management of
  interactive scorecards

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Office Business Scorecards Accelerator

• Technologies
• SharePoint WSS Sites for creation /
  management
• SharePoint Scorecard web parts
• SQL Server Analysis Services
• Web Services Provides connection to data

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Business Scorecards Architecture

• What is required?
• Business Scorecard Accelerator
• SQL Server 2000
• SQL Server Analysis Services
• SharePoint
• Visio (optional)

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What is a Scorecard?

• Measure of Key Performance Indicators (KPIs)
• Visually track and measure KPIs
• Examples
• Sales
• Cost
• Cust. Complaints
• Cust. Satisfaction

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Business Scorecards Core Components

• What is installed for SharePoint?
• SharePoint site
• Scorecard Development
• SharePoint web parts
• Custom View
• Dimension Slicer
• Dynamic Gauge
• Single View
• Standard View
• Strategy Map
• Theme / Initiatives

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Setting up a Scorecard

• Scorecard builder
• Create Scorecard
• Create KPIs
• Create Themes / Initiatives
• Align to KPIs to data sources
• Preview Scorecard

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Scorecard Accelerator Demo
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Resources

• Office Business Scorecard Accelerator
• http//www.microsoft.com/office/solutions/acce
  lerators/scorecards/default.mspx

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Q A