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When your customers buy information systems from you, they are actually interested in only one thing: return on investment. Finding a practical explanation of how the product brings a return on investment can sometimes be a daunting task. Business intelligence (BI) software can benefit customers' business by using existing data to help companies make better decisions and help you demonstrate your value.

Customers with SharePoint Server have installed business intelligence software in their environment. As with any BI software, before SharePoint's BI features provide valid information, they need to be customized to meet customer requirements. The process of setting up a BI site in SharePoint is tedious and unintuitive, and your customers may not have the expertise they need. This is your real value as a solution provider.

Both SharePoint 2007 and 2010 have BI functionality, and the main function in SharePoint 2007 is Report Center, which can be linked to the SQL Server reporting service, so SQL reports are available directly through SharePoint.

Report Center also exists in SharePoint 2010, but only for compatibility purposes. The main BI function in SharePoint 2010 is Business Intelligence Site. It is a mature SharePoint site that is completely focused on BI. It provides reporting, monitoring key performance indicators, and allows you to create dashboards that provide a unified view of enterprise data.

Create a Business Intelligence Site in SharePoint 2010

The process of creating a BI site requires a lot of enterprise-specific customization, but you can start by explaining how to create a template site.

You have to enable many different features before you can create a BI site for your customers. To enable provisioning, log in as an administrator and then open the SharePoint page. Next, select the site setup command from the site operation menu, go to the site collection section and click the site collection function link.

You will then go to the site collection features page, as shown in figure A, where you can activate or disable a variety of SharePoint functions.

Figure A: site collection management page allows you to enable or disable a variety of SharePoint features

At this point, you must activate the SharePoint Server Publishing Infrastructure function by clicking the activate button, as well as the PerformancePoint service site collection function.

Next, select the site setup command from the website operation menu, find out the site operation section, and click manage site function. Next appear on the screen, find out the PerformancePoint service site function and click activate.

Now that you have enabled the necessary features, you can start creating BI sites. Go back to your main page and select the New Site command from the website actions menu. SharePoint now displays a list of multiple available site templates. Scroll through the list until you find the Business Intelligence Center template, as shown in figure B.

Figure B: find the Business Intelligence Center template

After providing the name and URL of the Business Intelligence Center site you are creating, click the create button.

You will have to customize the BI site to meet any customer needs that they consider valuable. Microsoft provides a variety of tools to make this customization process relatively painless. As you can see in the following figure, the new site includes tools to monitor key performance indicators, create and share reports, and create dashboards.

Figure C: once you have created a BI site, you must customize it

If configured correctly, the BI application is useful for all enterprises, which is a big revenue opportunity for channel partners and resellers. Therefore, you can consider setting up a lab server so that you can demonstrate the BI features of SharePoint 2010 to your customers.

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