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Business Intelligence i SharePoint
KTH, School of Information and Communication Technology (ICT).
KTH, School of Information and Communication Technology (ICT).
2013 (Swedish)Independent thesis Basic level (degree of Bachelor), 10 credits / 15 HE creditsStudent thesisAlternative title
Business Intelligence in SharePoint (English)
Abstract [en]

The goal for this thesis work was to develop Business Intelligence (BI) for an IT consultant company.

LexiConsult is an IT consultant company in the Lexicon-group which offers expertise within Office (templates, database, spreadsheets, Outlook etc.) but also SharePoint development and services like support, documentation etcetera.

We have investigated the functionality in SharePoint and MS SQL Server and have also evaluated which possibilities these platforms offer in terms of creating a BI-solution for LexiConsults needs. SharePoint offers a variety of different tools and services for BI but none of these where available in the Office365-version which LexiConsult uses. Another solution was therefore suggested where the reports should be published on a web hosting company.

We have also studied critical success factors when implementing BI in an IT consulting company.

The result is a set of BI-reports developed for SQL Server Reporting Services (SSRS), which the staff of LexiConsult can access via their SharePoint site.

The reports are designed for monitoring and analysis of the economy with e.g. key performance indicators, drill-down of the revenue in different aspects such as by time period, per employee, per customer etcetera. The reports provides vital knowledge that can be used for decision support, e.g. which customers and which types of projects is the most profitable and should be given priority. Have the consultants had high occupancy rate lately and what is the forecast for the future? Should more consultants be hired? Some of the reports are restricted from access by others than management of the company, and some are accessible by all employees. Data is queried from the SQL-database to the company’s system for booking and invoicing as well as their SharePoint site. This data is transformed to information which should give knowledge about the company and its finances.

The result of the thesis work is of interest both within the company and as a product targeting their customers.

Abstract [sv]

Målet med detta examensarbete var att utveckla Business Intelligence (BI) för ett IT-konsultföretag.

LexiConsult är ett IT-konsultföretag i Lexicon-gruppen som främst erbjuder expertstöd inom Office (mallar, databaser, kalkylmodeller, Outlook m.m.) men även utveckling och tjänster inom SharePoint, support, dokumentation med mera.

Vi har undersökt funktionaliteten i SharePoint samt MS SQL Server och utvärderat vilka möjligheter plattformarna erbjuder för att skapa en BI-lösning som passar LexiConsults behov. SharePoint har stöd för ett antal olika verktyg, tjänster och tekniker för BI men inga av dessa fanns tillgängliga i den Office365-version som LexiConsult använder. Istället föreslogs en lösning där rapporterna skulle publiceras hos ett webhosting-företag. Vi har även undersökt vilka kritiska framgångsfaktorer som finns vid införandet av BI i ett IT-konsultföretag.

Resultatet blev ett antal BI-rapporter utvecklade för SQL Server Reporting Services (SSRS) som LexiConsults personal kan ta del av via deras SharePoint-sajt.

Rapporterna är utformade för uppföljning och analys av ekonomin med exempelvis indikatorer för viktiga nyckeltal, nedbrytning av intäkterna i olika synvinklar - per tidsperiod, per konsult, per kund och så vidare. Rapporterna ger viktig kunskap som kan användas för beslutstöd, till exempel vilka kunder och vilka typer av uppdrag som är mest lönsamma och ska prioriteras. Har konsulterna haft hög beläggningsgrad den senaste tiden och hur ser prognosen för framtiden ut? Ska ytterligare konsulter anställas?

Några av rapporterna är behörighetsstyrda så att endast ledningen har åtkomst till dem, medan andra är tillgängliga för alla. Data till rapporterna hämtas från SQL-databasen till företagets boknings-, och faktureringssystem samt SharePoint-sajt. Detta data omvandlas till information i rapporterna, som ska ge kunskap om företaget och dess ekonomi.

Resultatet av arbetet är intressant både för internt bruk inom LexiConsult och som produkt mot företagets kunder.

Place, publisher, year, edition, pages
2013. , 71 p.
Series
Trita-ICT-EX, 2013:221
Keyword [en]
SharePoint, BI, Project, Database
Keyword [sv]
SharePoint, BI, Projekt, Databas
National Category
Engineering and Technology
Identifiers
URN: urn:nbn:se:kth:diva-129396OAI: oai:DiVA.org:kth-129396DiVA: diva2:652185
Examiners
Available from: 2013-09-30 Created: 2013-09-30 Last updated: 2013-09-30Bibliographically approved

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