Right now the Dynamics group within Microsoft ”owns” Management Reporter and is currently responsible for any future budgeting/forecasting/planning solution that will come from Microsoft. During Convergence 2009, the Dynamics group finally released their road map to the world.
To help set this up, I think a brief history lesson is in order. For many years the Dynamics group supported two budgeting/forecasting products — Forecaster and Enterprise Reporting. You can think of them as little brother and big brother. Forecaster had pre-build budgeting models and parameters you worked within and therefore the deployments were quick and easy as long as those parameters worked for your business. Enterprise Reporting could be considered an predecessor to PerformancePoint Planning. You built models from scratch and could ultimately do more with them, but it took more work to complete a project. Both of these products were ”mothballed” in favor of the new corporate wide CPM solution from Microsoft – PerformancePoint Server. Basically they had ceased new development on both products and were only providing support. In fact, they had gone so far as to actually take Enterprise Reporting completely off of the price list.
Now my understanding is that the Dynamics group was pretty much blindsided by the announcement just like the rest of us. And since it is pretty tough to sell an ERP package to larger clients without some sort of planning capabilities, you can surmise how important this future road map is for them. I was lucky enough to see a preview of their road map about 3 weeks ago, but was under NDA so couldn’t comment at the time. Now that everything is public, I am free to shoot off my mouth.
For the rest of this post, please keep in mind that this is my interpretation of the information presented and I may have missed or misunderstood something. Also keep in mind that Microsoft has been known to change their mind suddenly about planning applications and all of this information could be totally different next week or next month.