Microsoft Business Intelligence Too Good to be True?

Helping Companies Learn From the Past, Manage the Present and Shape the Future Agenda

• Introductions • Senturus Overview • Key Goals and Success Factors for Business Intelligence • Comparison of Microsoft BI with traditional BI leaders • Assessment of Microsoft Business Intelligence across Key Factors • Customer Case Study: Jamba Juice Company • Functionality Tour of Microsoft Business Intelligence • Q&A Introductions

• Senturus, Inc – Greg Herrera, Co-Founder and CEO • Phone: 650-578-8876 • Email: gherrera[at]senturus.com – John Peterson, Co-Founder, Chairman & COO • Phone: 650-347-4043 • Email: jpeterson[at]senturus.com • Jamba Juice Company – David Buckey Senturus • Founded in December 2000 • Consulting firm specializing in business intelligence and corporate performance management, allowing our clients to enhance their strategic decision making and improve performance. • Senturus helps clients dramatically improve their ability to plan, monitor and analyze the direction of their business. • Ranked in San Francisco Business Times “Fast 100” list of the fastest growing private companies in the Bay Area for 4 years running. • Experience: 300+ clients in a range of industries and geographies. • Senturus combines top notch business and technical expertise with professional project management to provide a trusted- advisor relationship with our clients. Sample Senturus Clients  AAA of Southern California  Genentech  River Ranch Fresh Foods  ACH Food Companies  Genesys Labs  Royal Window Coverings  Advent Software  Ghirardelli Chocolate Company  Russell Financial  Affymetrix  Gottschalk’s  Santa Clara County  Alfred Publishing  Harland Financial  Sephora USA  American Express  Hines Horticulture  Shutterfly  Amylin Pharmaceuticals  Image Entertainment  Silicon Image  Amyris  Invitrogen  Silicon Storage  Ariat International  Irwin Home Equity  Stratex Networks  Arizona Health Care CCS  Jamba Juice  Stryker Endoscopy  Argonaut Group  Kelly-Moore Paints  Symyx Technologies  Avista Corp  Key Curriculum Press  Synplicity  Bally Technologies  Korbel  Sutter Home Winery  Bio-Rad Laboratories  Lawrence Berkeley Nat’l Lab  Table Mountain Casino  Blackhawk Networks  Leapfrog Enterprises  Tellabs  Central Garden & Pet  LECG  Trimble Navigation  Chiron  Linden Lab  Trinchero Family Estates  Clark County, Nevada  McGrath Rent Corp  TriNet  Clearwire Communications  National Semiconductor  Verity, Inc  CRC Health Group  Netgear  Vision Service Plan  DHL  Network Appliance  Wells Fargo  Diamond Foods  newScale  Western Nevada Supply  Dole Fresh Vegetables  NUMMI  United States Air Force  EPRI  O’Neill Wetsuits  Zoran  Fairfield Residential  Peet’s Coffee & Tea  Fremont Bank  PG&E  Rambus Context KEY GOALS AND SUCCESS FACTORS FOR BUSINESS INTELLIGENCE Key Goals for Business Intelligence Solutions 1. Improve Decision-making  The overwhelming value and business impact of BI comes from the decisions that it informs. 2. Improve decision-making at an optimal cost  Companies without a BI solution are spending massively on BI, they frequently don’t know it. Key Success Factor #1 - High Rates of User Adoption The Tickets to High User Adoption

Provide information that is: 1. Relevant 2. Accurate 3. Timely 4. Drillable 5. Well-understood 6. Available via self-service 7. In a familiar interface Key Success Factor #2 – A BI Foundation that is Adaptive and Resilient to Change Decision- makers

Planning Data Automated tools and Software tools processes that and processes integrate and that securely Data store transform the distribute that is complex data information in ERP Data structured the into a simpler, ways that are way people business- appropriate to look at their related people’s needs business and structure for and that allow optimized for easier self-service Source Systems of Record Systems Source reporting and Labor Data understanding exploration. analysis. and reporting. Single Version of the Truth Other Sources BI Foundation – Software Components

Standard Reports

Single Version of the Truth Alerting Threshold Planning Data Data Warehouse Self-service Reporting Adhoc

Querying & Analysis Dicing

ERP Data & Slicing

WebPortal Dashboards/ Scorecards Data Integration Authoring Dashboard Conforming Source Systems of Record Systems Source Labor Data Data Marts &

Aggregate Data terms) business to (Translation Model Abstraction Data Threshold-based Report Report

Authoring Alerts

Information Security Other Sources Comparison MICROSOFT BI WITH TRADITIONAL BI LEADERS Vendor Comparison – BI Offerings Component Microsoft Cognos Business Objects Oracle Data Integration SQL Server Integration Data Manager Business Objects Warehouse Services (SSIS) Data Integrator Builder (OWB) Data Aggregation SQL Server Analysis Powerplay Aggregate tables or Essbase, OLAP (OLAP) Services (SSAS) Transformer 3rd party (e.g. SSAS) Option in DBMS Data Abstraction SSAS Designer, Model Framework Universe Designer BI Server Modeling Designer (limited to Report Manager, Modeler, Essbase Builder) Transformer Modeler Report Authoring SQL Server Reporting Report Studio Crystal, BI Publisher, Services (SSRS), Excel2007 WebIntelligence Financial Rpting Analysis Tool PerformancePoint Analytics Analysis WebIntelligence, BI Answers, (ProClarity), Excel 2007 Studio, Voyager Essbase PivotTables (external data) Powerplay Web Ad hoc Report Builder, Query Studio, WebIntelligence BI Answers Query/Report PPS Analytics, MS Query Analysis Studio Dashboard PerformancePoint Report Studio, Xcelsius, BI Interactive Authoring Dashboard Designer, Metrics Studio Dashboard Builder Dashboards Sharepoint Excel Services Scorecard PerformancePoint Metrics Studio Xcelsius, BI Interactive Authoring Dashboard Designer Dashboard Builder Dashboards Portal Sharepoint Cognos Business Objects BI Portal Connection Enterprise Portal Perception Management MICROSOFT BI BUNDLING AND PRICING Microsoft BI Bundling and Pricing

Component Microsoft Bundling and Price * Data Integration SQL Server Integration SSIS is bundled with SQL Server license at no extra charge. Services (SSIS) Data Aggregation SQL Server Analysis SSAS is bundled with SQL Server license at no extra charge. (OLAP) Services (SSAS) Data Abstraction SSAS Designer, SSRS SSAS Designer and SSRS Model Designer are bundled with SQL Modeling Model Designer Server license at no extra charge. Report Authoring SSRS, Excel 2007 SSRS is bundled with SQL Server license at no extra charge. Excel report authors already have Excel. Analysis Tool PerfPoint Analytics PerformancePoint Analytics (ProClarity) is bundled with (ProClarity), Excel 2007 Sharepoint Enterprise at no extra charge. Pivot Tables Ad hoc Report Builder, Report Builder is bundled with SQL Server license at no extra Query/Report PP Analytics, MS Query charge. PerformancePoint Analytics (ProClarity) is bundled with Sharepoint Enterprise at no extra charge. Dashboard PerformancePoint PerformancePoint Dashboard Designer and Sharepoint Excel Authoring Dashboard Designer, Services are both bundled with Sharepoint Enterprise at no Sharepoint Excel Services extra charge. Scorecard PerformancePoint PerformancePoint Dashboard Designer is bundled with Authoring Dashboard Designer Sharepoint Enterprise at no extra charge.

Portal Sharepoint Microsoft Office Sharepoint Server 2007 * Microsoft BI Bundling and Pricing – What you should know

• BI workloads often require dedicated servers • If you split the SQL Server database, SSAS and SSRS across three separate computer servers you need a SQL Server server license on all three machines.

SQL SSAS SQL SSAS SSRS SSRS

Licensing Servers with running components. In Scenario 1, a SQL Server is running with all of its components in one server: only one server license is required. In Scenario 2, the database is running in one server, analysis services in a second one, and reporting services in a third one. In this case, three server licenses are required. Microsoft BI Bundling and Pricing – List Prices

Licensed Product List Price Included at no extra charge SQL Server 2008 - Standard $885 per server license + • Integration Services (SSIS) $162/CAL • Analysis Services (SSAS) -Or – • Reporting Services (SSRS) -$5,999 per processor (unlimited users)

SQL Server 2008 - $8,487 per server license + •SSIS Enterprise Enterprise $162/CAL •SSAS Enterprise -Or – •SSRS Enterprise -$24,999 per processor •Data Mining (unlimited users) Microsoft Office Sharepoint $4,424 server fee + •PerformancePoint Services Server 2007 - Enterprise $169/CAL •Dashboard Designer -Or – •Analytics ProClarity $75 per CAL if you already • have Sharepoint Standard •Sharepoint Excel Services http://www.microsoft.com/sqlserver/2008/en/us/editions-compare.aspx Price Comparisons – Component by Component

Component Price Range - Microsoft Price Range – Traditional BI Vendors Data Integration $0 or $885 for server license (Std) $50,000 - $100,000 per server + $10,000 per $0 or $8,487 if Enterprise developer. (Oracle bundles with database) Data Aggregation $0 or $885 for server (Std) $12,000 per developer (OLAP) $0 or $8,487 if Enterprise Data Abstraction $0 (Included with SSRS and SSAS) $12,000 per developer Modeling (Note: Higher labor costs) Report Authoring $0 or $885 per server Standard $2,500 per developer $0 or $8,487 if Enterprise Analysis Tool $75 to $169 per user $1,500 per user

Ad hoc $75 to $169 per user $1,500 per user Query/Report Dashboard $75 to $169 per user $1,500 per user Authoring Scorecard $75 to $169 per user $1,500 per user Authoring Portal $94 per user $800 per user

Reasonable Rule of Thumb: 1 year of Annual Support fees from Traditional BI Vendors is roughly same cost as Microsoft BI product licenses themselves. Microsoft BI Bundling and Pricing – Netting it Out • In some cases, Microsoft BI Components are included at no extra charge with product licenses you already own. • In the cases where more licensing is required, the end result is Microsoft BI still costs 80- 90% less than the competition. Assessment MICROSOFT BI ACROSS KEY FACTORS Assessment of Microsoft Business Intelligence across Key Factors – User Adoption

Key Success Factor Assessment Information is Relevant Microsoft on par. This factor is addressed by staffing BI projects with business people who understand technology. Information is Accurate Microsoft on par. Software is rarely the cause of inaccurate data. Mostly human issue of validation and data architecture. Information is Timely Microsoft on par. Aggregation functionality provides good response times. Integration services can handle large loads. Information is Drillable Business people and data architecture important again here. Microsoft technology is adequate. Information is Well- Again, data architecture is key. Microsoft technology is on understood par and perhaps gaining via Sharepoint integration. Self-service Microsoft behind. Metadata must be hand-crafted. Plus is that the self-service tools are familiar. Familiar Interface Microsoft above par. Excel is the tool no one resists learning. Has been #1 preferred BI front-end for over a decade. Assessment of Microsoft BI across Key Factors – Cost Optimization

• Microsoft BI software stack enables industry-proven business intelligence infrastructure that is adaptive and resilient to change. • Microsoft BI software cost is significantly less than competitors’. • People drive the value. Microsoft enables much wider user-adoption. The more people making informed decisions the more value returned. • Invest the cost savings and additional value in an experienced team to set the right business foundation and architecture. Customer Case Study JAMBA JUICE COMPANY – DAVID BUCKEY Jamba Juice Company

• Owns and operates Jamba Juice® Stores • Jamba Juice is a leading provider of better- for-you food and beverage offerings • Founded in 1990, Jamba strives to inspire and simplify healthy living for its customers and employees • 732 Jamba Juice® stores, of which 499 are company-owned and operated • Zagat’s 2009 Fast-food Survey has Jamba: – #1 healthy option in Quick Refreshment Category – Top 5 most popular Quick Refreshment chains Business Challenges Addressed

• Store Operations – Communication challenges – Inefficient, manual processes – Lack of workflow – Store programs not coordinated • Performance Management – Store managers spending time manually compiling reports for review by upper management – Metrics had discrepancies between stores and corporate Solution Phase I: JambaNet

• Implemented an internal portal to all stores using Microsoft Office Sharepoint Server 2007 • Portal provides infrastructure for: – Communications between stores and corporate – Company directory – Centralized access to other sites and applications – Workflow (e.g., Catering process, employee time off) – Customer relationship management – Central calendar to enable coordinated program roll-outs Solution Ph II: Business Intelligence

• Microsoft Business Intelligence leverages the Sharepoint infrastructure – Store-level Dashboards, Scorecards, Analytical tools and Reports – At any given time, store managers can view the health of their stores • Enables dramatic, low-cost increase in distribution of business insight – Before: Handful of BI users saw KPIs – After: Thousands of BI users see their own specific KPIs BI at Jamba Juice

Component Product Data Management Microsoft SQL Server Data Integration SQL Server Integration Services (SSIS) Analysis Engine SQL Server Analysis Services (SSAS) Reporting SQL Server Reporting Services (SSRS) Portal Microsoft Office Sharepoint Services (MOSS) Front-end for: PerformancePoint Services (Included in •Analysis Sharepoint Enterprise) •Scorecards •Dashboards •Reports Capabilities Evaluation MICROSOFT BI FUNCTIONALITY TOUR Sharepoint Screenshot Corporate Scorecard Screenshot Interactive Charts with Drill-up and Drill-down Screenshot Reporting Services Extensive Report Authoring 2008 Enriched Visualizations - Chart • Richer end user experience with new visualization engine • Chart Examples Reporting Services Extensive Report Authoring 2008 Enriched Visualizations - Gauge Reporting Services Enriched Visualization 2008

• Map Examples Excel 2007 PivotTable Familiar Tools: Report Development in Excel with Excel Services

1. A workbook author, often a business analyst, uses Office Excel 2007 to create the Excel workbook, optionally specify named items for viewing, and optionally define parameters. 2. The workbook author saves the workbook to a document library in Excel Services, where it is managed and secured by a SharePoint administrator. 3. The workbook author and other users can create reports, Web Part Pages, and Business Intelligence dashboards that use the workbook. 4. Many business users can access the workbook by viewing it in a browser, and even refresh the data if the workbook is connected to an external data source. (The data is Read-only.) 5. With appropriate permission, business users can copy the current state of the workbook and any interactions made during the current session, such as sorting and filtering, to a client computer for further analysis either as an Excel workbook or a snapshot. Conclusion SUMMARY AND NEXT STEPS Summary and Next Steps

• Value proposition of Microsoft Business Intelligence is substantial and true. • Microsoft BI should be on the short-list for all green- field and migration opportunities. • Organizations currently paying high software- maintenance “taxes” can potentially fund the switching-costs with maintenance fee savings. (Not feasible in all cases, but worth evaluating.) • Engage Senturus in a no-charge BI Feasibility Assessment. Call 888-601-6010 Ext 1 or email sales[at]senturus.com. Q & A REPORTING ANALYSIS MEASUREMENT PLANNING Desktop Applications

Excel Print / PDF Excel PivotTable / Chart Excel What -If

•Excel 2007 Outlook Business Contact Excel List Table / Conditional Formatting / Data Bars / Color Manager Scales / Icon Sets •Outlook 2007 Excel Data Mining •PowerPoint 2007 Excel / MSQuery external data – Access / Flat Files / SQL Server / OLAP •Visio 2007 PowerPoint Visio PivotDiagram

Server Applications

•SharePoint Server 2007 SharePoint Excel Services (MOSS) SharePoint Report Center / Key Performance Indicators / Dashboards •PerformancePoint Server 2007 Analytical Chard / Grid Scorecard Designer

•Office Live Office OnLine – Office.Microsoft.com

•MapPoint 2006 MapPoint / Web Services Virtual Earth

•Win Mobile 6.0 Office Mobile Excel / PowerPoint - SmartPhone

•SQL Server 2008 Reporting Services Analysis Services OLAP / Key Performance Indicators

Integration Services ETL / Data Mining Extensive Report Authoring Reporting Services 2008

Leverage rich visualizations and unique, flexible design capabilities to accommodate any reporting need . Introduction of new data region structure; Tablix . Powerful visualizations with new charts and gauges . Rich-Text Support . Enables text-centric document scenarios . Allows for mixed formatting in textboxes at design time . Supports more efficient creation of legal documents, purchase orders, and mailing labels . New Report Designer . Data pane (previously just fields) . Improved dialogs . Snap to lines . Grouping pane Extensive Report Authoring Reporting Services 2008

. What is Tablix? . The best of Table merged with the best of Matrix . Allows for fixed and dynamic columns and rows . Enables Arbitrary nesting on each axis . Enables multiple parallel row/column members at each level . Introduces optional omission of row/column headers Reporting Services Extensive Report Authoring 2008 Table + Matrix

Customer Growth Retail 2001 2002 Total Acme 19% Retail Acme 1,115 1,331 2,446 Nadir, Inc. 322% Nadir, Inc. 152 642 794 Wholesale Wholesale ABC Corp. 11,156 13,312 24,468 ABC Corp. 19% XYZ, Ltd. 1,523 6,421 7,944 XYZ, Ltd. 322% Grand Total 13,946 21,706 35,653 Grand Total 56% SSIS Control Flow Screenshot Interactive Charts with Drill-up and Drill-down Screenshot II