기업의 의사결정력 강화를 위한 BI의 전략적 활용방안

Agenda v BI의 개념과 BI App. 의 구조 v CPM의 이해와 구성 v CPM

BI의 개념과 BI App. 의 구조 Copyright 2003 BI Solution, All rights reserved. -3

Business Intelligence History Platforms Applications Business Intelligence Financial Modeling Executive Information Decision Systems Support WEB Client/Server ue l Va PC/LAN Mainframe Timesharing 1970 Copyright 2003 BI Solution, All rights reserved. 1980 1990 -4 - 2000 KDMA / CPM session

What happened ? Volatile Economy DSS … EIS Information Democracy BI Data Warehouse Copyright

BI Concept v v v BI is the set of functionality for gaining insight into business data, both for analysis (looking backwards) and planning (looking forwards). BI is used for decision support and insight. It helps users to identify trends in the business, to understand better what has happened and plan for what should happen in the future. Source : Gartner BI : Business Intelligence (BI) is the gathering, management and analysis of vast amounts of data in order to gain insights to drive strategic business decisions, and to support operational processes with new functions. BI is about the development of information that is conclusive, fact based, and actionable. It includes technology practices like data warehouses, data marts, data mining, text mining, and on-line analytical processing (OLAP). The objective of a BI solution is to transform data into useful information, such as customer profiles, buying habits, product profitability and competitive analysis. Source : IBM Copyright 2003 BI Solution, All rights reserved. -6 - KDMA / CPM session

BI Applications Framework Copyright 2003 BI Solution, All rights reserved. -7 - KDMA /

Analytic BI - CRM Analytics v v v Customer Understanding & Differentiation Marketing / Sales / Customer Services Analytics Multi-channel Analysis Operational CRM Business Operations Mgmt. Front Office 4. 맞춤 1. 이해 ERP SCM Legacy System Customer Services Marketing Automation Sales Automation 고객 2. 차별화 Mobile Sales Mobile Office Customer Interaction Closed Loop Processing Back Office Analytical CRM Business Performance Mgmt. 3. 교류 Call Center Automation Conferencing Field Services E-Mail Data Warehouse Customer Activity Data Mart Vertical App. Fax/ Letter Customer Data Mart Product Data Mart Web Behavior Direct Interaction Campaign Management Web Collaborative CRM Business Collaboration Mgmt. Copyright 2003 BI Solution, All rights reserved. -8 - Source : Meta Group (Revised) KDMA / CPM session

Operational BI - Business Planning & Simulation (BPS) 전략목표 시나리오 전략 계층 가치 측정 전략계획 모델링 예측 피드백 사업 계획 운영계획 계획 프로세스 효율화 시나리오 경영 설정 ü 계획 프로세스의 표 준화, 일관화 ü 사업계획 수립기간 단축 ü 계획 프로세스의 통 합화 ü 시뮬레이션 기반의 신속한 의사결정 ü 기업 내외의 변수에 의한 영향 분석 ü 다양한 시나리오 에 의한 영향 분석 시뮬레이션 성과 평가 실 적 계 획 성과 실적 운영 관리 성과 계층 프로세스 보고 Value Chain 구매 생산 판매 물류 고객 서비스 전략목표 연계 ü 전략 목표와 연계된 사업계획 수립 ü 계획 대비 실적 분석 ü 성과 평가 업무 수행 Copyright 2003 BI Solution, All rights reserved. -9 - KDMA / CPM session

Strategic BI - BSC 성과 측정(KPI) => 전략실행(+Process) Copyright 2003 BI Solution, All rights

BI Apps. Evolution Value-Centric Intelligence Forward Looking Backward Looking Strategic BI Apps. Operational BI Apps. Analytic BI Apps. Copyright 2003 BI Solution, All rights reserved. Process-Centric Intelligence Data-Centric Intelligence -11 - KDMA / CPM session

CPM의 이해와 구성 Copyright 2003 BI Solution, All rights reserved. -12 - KDMA /

CPM의 등장 CPM. . BPM. . EPM. . GPM. . CPM(Corporate Performance Management) 이란 “ 기업의 경영성과를 모니터하고, 관리하기 위해 사용되 는 방법론, 측정치(Metrics), 프로세스 및 시스템을 설 명하는 포괄적인 용어이다 CPM은 BI Applications을 전략적으로 배치하는 것 Gartner - 2001 Copyright 2003 BI Solution, All rights reserved. -13 - KDMA / CPM session

What happened ? Volatile Economy BI Apps. Integration Needs CPM Strategy Focused Copyright 2003

Volatile Economy v v Shorter Business cycle & Faster Decision making From Operational to Strategic Management From Industry Economy to Knowledge Economy From Tangible asset to Intangible asset Copyright 2003 BI Solution, All rights reserved. -15 - KDMA / CPM session

BI Apps. Integration Needs v CPM is … The Strategic Deployment of BI Applications To contribute to the Enterprise’s Strategic Objectives Copyright 2003 BI Solution, All rights reserved. -16 - KDMA / CPM session

Strategy Focused (1) Strategy Execution is more important than the Strategy itself 1. Execution of Strategy “ Less than 10 % of strategies 2. Quality of Strategy 3. Market Position Effectively formulated are 4. Management Credibility Effectively executed” 5. Innovativeness 0% 20% 40% 60% Copyright 2003 BI Solution, All rights reserved. 80% 100% -17 - Source : E & Y, Top Measures That Matters KDMA / CPM session

Strategy Focused (2) Copyright 2003 BI Solution, All rights reserved. -18 - KDMA /

What is CPM ? v CPM(Corporate Performance Management) 이란 “ 기업의 경영성과를 모니터하고, 관리하기 위해 사용 되는 Methodologies, Metrics, Process 및 System 을 설명하는 포괄적인 용어이다 v CPM은 BI Applications을 전략적으로 배치하는 것 v Enterprises that effectively deploy CPM solutions will outperform their industry peers. 40 % of enterprises will implement a CPM solutions by 2005. Gartner - 2001 Copyright 2003 BI Solution, All rights reserved. -19 - KDMA / CPM session

Holistic View of CPM A Holistic View of CPM User Type Strategy Formulation: Enterprise Goals and Strategies Strategic (경영진, 전략분석가) 성과측정치 커뮤니케이션 Execution: Operational Targets and Budgets (사업부문 장: BU) 개선조치 피드백 Transactional Transaction Systems: Process Transactions (사업부문 현장) Source : Gartner Research Copyright 2003 BI Solution, All rights reserved. -20 - KDMA / CPM session

CPM의 구성 CPM System CPM Methodology CPM Metrics Copyright 2003 BI Solution, All rights

What is CPM Process ? CPM Processes are the mechanism by which organizations implement and monitor strategy Process is. . The Glue of CPM Gartner Copyright 2003 BI Solution, All rights reserved. -22 - KDMA / CPM session

Common CPM Process Scenario Analysis Strategy Formulation Strategic ABM Report Forecast Plan & Budget Monitor Communicate Transaction Reporting Business Activity Monitoring Operational Activities Source : Gartner Research Copyright 2003 BI Solution, All rights reserved. -23 - KDMA / CPM session

CPM Metrics - BSC v v 균형성과지표 : 장기/단기. 선행/후행. 재무/비재무 성과의 측정과 평가에 초점 “재무적으로 성공 하기 위해 우리는 주주에게 어떻게 비 쳐져야 하는가? ” 고 “비전을 달성하기 Today 위해 우리는 고객에게 어떻게 비쳐져야 하는가? ” 무 브 티 표 어 표 지 깃 시 정 목 측 타 이니 브 브 “주주와 고객을 티 비전 학습과 성장 브 “우리의 비전을 티 표 어 달성하기 위해 변화 하 표 지 깃 시 정 고 개선하는 목 측 타 이니 능력을 어떤 방법 으로 함양해야 하는가? ” Copyright 2003 BI Solution, All rights reserved. Yesterday 내부비즈니스 프로세스 객 표 어 표 지 깃 시 정 니 목 측 타 이 재 -24 - 만족시키기 위해 우리는 어떤 비즈니스 프로 세스에서 탁월 해야 하는가? ” 표 목 티 어 표 지 깃 시 정 니 측 타 이 Tomorrow KDMA / CPM session

CPM System과 관련제품 Copyright 2003 BI Solution, All rights reserved. -25 - KDMA /

CPM System is. . v v CPM System is to facilitate the implementation of strategy Traditional solutions treat each part of the CPM process in isolation. But CPM systems provide a single closed-loop system. Users can move from planning and budgeting to forecasting to reporting at any time, in the same system, and using same interface. . . Similar to ERP system. CPM system are designed to highlight the unexpected by providing warnings when actual or predicted direction deviates from plan. Copyright 2003 BI Solution, All rights reserved. -26 - KDMA / CPM session

CPM System 특징(1) 1. Offer complete integration. CPM systems encompass planning, budgeting, forecasting, financial consolidation, reporting, and analysis, and treat them as a single, continuous process. 2. Are enterprise wide. CPM systems are extensible across the enterprise and provide a collaborative infrastructure. 3. Focus on exceptions Focus users’ attention on the unanticipated by highlighting and proactively alerting. Once an exception is found, CPM systems allow users to drill down into detail. Copyright 2003 BI Solution, All rights reserved. -27 - KDMA / CPM session

CPM System 특징(2) 4. Automate the processing of data. CPM systems automate the processing of ratios, currency conversions, allocation, the consolidation of results. 5. Filter and format data. CPM systems summarize large volumes of data and present it in a form that is easily understood. Ex. B/S, I/S, C/F 6. Provide end users with access to information. CPM systems exploit the Web, and provide secure user access to any relevant information, such as timetables, assumptions, comments, reports, analysis, actual and forecast results. Copyright 2003 BI Solution, All rights reserved. -28 - KDMA / CPM session

CPM System 특징(3) 7. Support collaboration. CPM systems are designed with collaboration in mind. They support collaboration facilities such as email, messenger, bulletin board. 8. Provide insight. CPM systems provide analytical capabilities such as trend analysis, sorting, charting, and exception reporting, transforming data into insight. 9. Provide automated monitoring of vital signs. CPM systems are live searching the underlying details on a continuous and proactively warn users when exceptions occur. Copyright 2003 BI Solution, All rights reserved. -29 - KDMA / CPM session

Best Practice of CPM ü 계획 시뮬레이션 및 실적 시뮬레이 션 ü 다차원 모델링 및 What-if 분석, Goal-seeking 기능 ü Best, worst 등의 시나리오 모델링 ü 원활한 Communication하에 조직의 효율성과 생산성 향상 ü Web 페이지, E-mail 연계, Text, Note, Comment 기능 ü 통합 데이터베이스 및 비즈니스 룰 의 공유로 정합성, 일관성 유지 ü ü ü 성과 모니터링 (Scorecard) 시각적이고 직관적인 보고서 작성 계획대비 실적분석 다차원 분석 예상치 못한 문제점 발견과 원인 파악 Copyright 2003 BI Solution, All rights reserved. ü 년간계획, Rolling plan 지원 ü Top-down 과 bottom-up 의 Budget Process 지원 ü Web과 Excel 연계를 이용한 데이터 입력처리 ü Budget 제출. 승인 프로세스 ü 예외사항 관리 및 경고기능 ü Budget 결합 조정. 버전관리 ü 시계열분석, 추세분석을 통한 예측치 생성 ü Rolling forecast -30 - KDMA / CPM session

Comshare MPC (Now. . GPM) v Integrate strategy with plans, budgets, actual and forecasts v Single, scalable application v Geac + Comshare PLANNING BUDGETING Strategy Management REPORTING & ANALYSIS Copyright 2003 BI Solution, All rights reserved. CONSOLIDATION -31 - KDMA / CPM session

Cognos CPM v v PLAN => MONITOR => REPORT Cognos + Adaytum Copyright 2003

Business Object EPM v v Metrics, Business Intelligence, Methodology People. Soft + BO Copyright

SAP SEM Copyright 2003 BI Solution, All rights reserved. -34 - KDMA / CPM

BI와 CPM 발전 방향 Copyright 2003 BI Solution, All rights reserved. -35 - KDMA

BI Apps. 를 어떻게 CPM Process에 접목해 갈 것인가 Scenario Analysis Strategy Formulation Strategic ABM Report Forecast Plan & Budget Monitor Communicate Transaction Reporting Copyright 2003 BI Solution, All rights reserved. -36 - Operational Activities Business Activity Monitoring KDMA / CPM session

기업의 의사결정력 강화를 위한 BI의 전략적 활용방안 —