tagetik bi solutions
DESCRIPTION
Tagetik BI SolutionsTRANSCRIPT
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Tagetik BI Solutions
Advanced Analytics, Reporting and Collaborative Information Delivery
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√>Tagetik 4.0 Enabled by SharePoint
> Collaborative Information & Application Management
>Tagetik & SQL Sever 2012> In-Memory Analytics with xVelocity & PowerView
>Tagetik Analysis Services Integration> Dynamic and Interactive Reporting & Dashboarding
>XLCubed> Empowering the BI Power User
>Roambi> Mobile Analytics & Publishing
Introduction & Agenda
Versatile & Comprehensive BI Solutions
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Tagetik 4.0 & Microsoft
Together: A Complete and Unified Solution
Tagetik 4.0
Microsoft ISV Line of Business Partner of the Year 2011
Managed at corporate level
PAMs in all the key countries
Member of the BIPAC
Joint product roadmap: Azure and MSFT SQL Server 2012
Tagetik global sponsor of SQL Server 2012 Global Launch
Joint “go to market”A dedicated product version: Tagetik 4.0 enabled by Microsoft Sharepoint
-Web parts for SharePoint integration - Fully leverage of Microsoft BI Components
Pre defined integration with Dynamics AX
Leveraging Microsoft Technology
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> Microsoft stack simplifies the integration with other systems through its ability to interact with multiple diverse data sources and seamlessly provide data to multiple frontend products.
• Gartner Magic Quadrant leader in BI tools (Jan 2011)
• Powerful Data Discovery with PowerPivot and Tabular Models
• Lighting Performance with xVelocity• Ad hoc Dashboarding and Data
Visualization with Power View• Significantly lower TCO• No longer the tool just for SMB
Advanced BI Capabilities with the Microsoft Stack
Industry Leader in BI tools
Performance Management, Disclosure Management & Financial Governance:
Budgeting, Planning & Forecasting Cash Flow Planning Statutory and Management Consolidation Cost Allocation and Profitability Analysis Financial Close & Fast Closing Dashboard and Scorecarding Production Cost Planning
& Control Collaborative Disclosure
Management Financial Compliance Financial Governance
Business Intelligence & Analytics:
Relational database management system
OLAP using MS SQL Analysis Services Reporting Services Power View for self-service
reporting/dashboards In-memory analytics Directly on Tagetik data User-security managed in Tagetik 4.0
Collaboration:
Share documents, versions, and workflows
Define tasks Share calendars and deadlines Share narratives and comments Direct access to Tagetik 4.0 via Web
Parts Advanced Analysis/Reporting via
Microsoft BI
Communication:
Share user group information (email, phone, IM) Organize audio, video and web conferences Interact using live messenger and social networking
software Provide announcements and links
Together: A Complete & Unified Solution
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Tagetik 4.0 Enabled by SharePoint
Collaborative Information & Application Management
Tagetik + Microsoft + Consulting Triangulation:
Tagetik 4.0 Enabled by SharePoint
Strong partner network
= a unified highly collaborative, high impact solution
Microsoft SharePoint BI and SQL technology
Tagetik 4.0 performance management
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Unified Content, Data and Applications
True Portal Functionality
> Enables the unification diverse information sources in one location> Custom Tagetik webparts
> Interact directly with Tagetik, including Task, Workflow and Deadline Management
> KPIs and Reporting with PerformancePoint > Full functionality Dashboarding> Report Galleries
> Tagetik reports> Reporting Services> PowerPivot > Power View
> Document Collaboration & Sharing
> News & Email
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Custom Tagetik Webparts
My Tagetik Tasks Webpart
> Allows the user to interact with Tagetik workflow tasks directly from a SharePoint site
> Configurable to specify the Tagetik process, legal entities and steps. The user can:> execute the task> open a Tagetik report using the single sign on
mechanism > open a Tagetik session using the single sign on
mechanism
> The web part obtains required data and invokes operations on items via Tagetik’s HTTP web services.
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Unified Content, Data and Applications
Tagetik 4.0 Shortcuts Webpart
> Webpart connects directly to the Tagetik System
> Can imbed the whole application, or a Process within SharePoint where users can interact with the system
> Configurable to connect to a list of Tagetik links> Configurable to launch the Tagetik application in a new tab or window
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Custom Tagetik Webparts
Tagetik Report Tree & Tagetik Due Dates
> Report Tree shows all of the available Reports and Data Entry Forms> Webpart can be filter reports based on process
or configured to show all> Open in Data Entry Mode > Open in Navigation Mode> Opens using Single Sign-On
> Tagetik Due Dates webpart synchronizes the SharePoint calendar with Submission deadlines and due dates in Tagetik
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Tagetik & SQL Server 2012
In-Memory Analytics with xVelocity & Power View
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xVelocity & PowerView
Top 5 Reasons to purchase/upgrade to SQL 2012
> Mission Critical Confidence> “AlwaysOn” - Integrated high availability and and disaster recovery system. Easier to manage
data backups and redundancy
> Improved Visualization of your Data> Ease of use of PowerView web based reporting including export to PowerPoint with continued
data connectivity
> Excellent Performance> In-Memory technology allows for extremely fast query performance
> Improved Data Quality & Tools> Improved data validation tools, T-SQL features, monitoring and user tools; all unified in SQL
Server Data Tools
> Scale Business Solutions Fast On-premise or in the Cloud> SQL 2012 was developed with the cloud in mind, easy to scale and move databases and create
hybrid on-premise/cloud environments
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xVelocity & PowerView
In-Memory Analytics & Data Visualization
> Managed Self-Service BI> Lighting Fast data querying> End user created, IT managed
> Convert PowerPivot to shared data model
> Models published to SharePoint> Data driven by business names not
codes
> Create Interactive Visualizations with the click of a mouse
> Export to PowerPoint> Stay connected to your data
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Tagetik Analysis Services Integration
Dynamic and Interactive Reporting & Dashboarding
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Tagetik Analysis Services Integration
AS Starter Kit
> Pre-built customizable model> Provides the metadata for creating a cube on top of the Tagetik Relational database> Contains the same key dimensions as the Tagetik reporting system but can also be customized
to suit your specific analytical needs
> Maintains all the “Financial Intelligence” in the Tagetik System, including:> FSTs> KPI Calculations> User visibility rights
> Delivers Dynamic Slice & Dice Reporting capabilities> The cube pre-aggregates data along key dimensions to enable faster and more in-depth
querying of data. Increased performance means that users can make changes to reports on the fly, drilling into data, or examining slices
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XLCubed Version 7
Dynamic and Interactive Reporting & Dashboarding
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XLCubed Version 7
Dynamic and Interactive Reporting & Dashboarding
> Offers Advanced Reporting and Dashboard creation for BI Power Users> User friendly graphical interface creates custom MDX for dynamic reporting> Core Functionality
> Navigate cube data in Grids through advanced drilling and filtering
> Data slicers that allow for specifying members across levels of hierarchies
> Creation of dynamic calculations> Creation of MDX Custom Calculations
(measures) via GUI wizard> Propagate Across Sheets> Dynamic In-cell Charting> Breakout Analysis> Convert to Formula> Small Multiples graphing
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XLCubed Version 7
Dynamic and Interactive Reporting & Dashboarding
> XLCubed Web> Publish your excel Reports to the web with the click of
a button
> SharePoint Integration> Share web reports with colleagues through SharePoint
> Interactive Mapping> Graphically map you data > Supports: Global countries, US states, Latitude &
Longitude bubbles
> SQL 2012 > Supports OLAP, BISM & SQL queries
> Scheduled Report Distribution> Distribute reports based in a set schedule to defined
groups/individuals and reports based on web parameters
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Roambi
Mobile Analytics & Publishing
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Roambi
Mobile Analytics & Publishing
> Roambi Analytics > Provides visualizations designed to create mobile
dashboards that are distributed via iPad, iPhone and Blackberry devices.
>Roambi Flow > Merges the visualizations of Roambi Analytics with
editorial to provide a “magazine-like” user experience
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Mobile BI
Roambi Analytics
Leveraging the Microsoft Backend> Tagetik powered by Microsoft provides the data> Published, stored and delivered securely via Microsoft
SharePoint or Reporting Services Portal> Leverages Microsoft technology to allow for Row Level Security
so Roambi files can be tailored to the end user
Roambi in App Model> End user is much more engaged than traditional
“Mobile BI” solutions> Dynamic nature provides more information, and more
relevant information> Product designed from ground
up for mobile devices
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Mobile BI
Roambi Flow
Integration of Analytics and Content
> With the integration of text, graphics and Roambi Analytics visualizations, you can tell the story behind the numbers and explain in depth the results data indicated by your data.
> Publish output of Tagetik Collaborative Disclosure Management delivered directly and securely to user’s iPads.
> Imbed Roambi Analytics into Flow document with a PDF source, providing for a richer and more in-depth user experience.
