Performance Management David Cook Director June 2008 Copyright

Performance Management David Cook Director June, 2008 Copyright 2007, Information Builders. Slide 1

Performance Management from Information Builders § Web. FOCUS and Performance Management § Performance Management Framework § Performance Metrics Manager: what is it? § Integrating Arbitrary Analytic Apps with PMF § PMF V 5 preview and roadmap Copyright 2007, Information Builders. Slide 2

Web. FOCUS and Performance Management Strategic Performance Management Metrics Performance Management Scorecards and Strategic Objectives Methodology and Predictive Formulas Performance Management Framework Performance Metrics Manager KPI’s Typical Web. FOCUS Application KPI’s Operational Reports Operational Analytics Operational Systems Copyright 2007, Information Builders. Slide 3

Managing Metrics Is a Common need • Metrics are an aggregated way of planning and tracking performance improvement • Managing measures: tolerances, attributes, history, and auditing is all part of metrics management • Metric definitions and formulas have been standardized and commoditized in most industries • Metric benchmark data is now a common part of competitive solutions Copyright 2007, Information Builders. Slide 4

PMM Relationship to PMF Enterprise Scorecard framework Strategy and Methodology formulas Goals, Initiatives, Processes, Themes Strategic Dashboards and Analytic tools Managed metrics with dimensions Blogging and Alert threading Metric and KPI Dashboards, Graphs, Analytic tools PMM Copyright 2007, Information Builders. Slide 5

Recognizing your PM Maturity Level Copyright 2007, Information Builders. Slide 6

Performance Management Framework Taking an holistic approach companies can align strategic and operational objectives across all the disciplines being attempted across the enterprise. This allows the true drivers to be identified, and used to manage the whole business. Brings together the CEO and the CFO with all other strategic offices in a company. Codifies the linkages between risk, performance and governance. Enabling management of companywide performance through insightful decisions to help drive success Business Performance Management Operational Processes (OPM) Project Portfolios (PPM) Financial (CPM) Federated Performance Risk Management (ERM) Compliance Governance (GRC) Copyright 2007, Information Builders. Slide 7

Integrating Arbitrary Analytical Applications with PMF Copyright 2007, Information Builders. Slide 8

PMX: PMF for Developers § This concept is applicable to the following areas: § When building a new WF analytical application § Upgrading an existing WF application § Bringing numerous WF applications together § Adding new deployment groups to an existing WF application § Add more KPI aspects to an existing application § Adding scorecards to existing metrics application Copyright 2007, Information Builders. Slide 9

PMX PMF + custom dashboards Arbitrary Analytical application Metrics and scorecard analytics PMF core services Collaboration, Alerts, report scheduling, dashboard management, authorization, roles PMF metrics mart PMF loaders Application Database ETL loaders Source systems Copyright 2007, Information Builders. Slide 10

PMX Overview § PMF/PMM § Are sold as stand alone PM solutions § Include vertical and horizontal templates and wizards § Expect incremental customization projects § PMX § PMF OEM package § Expect significant enhancements/customization § Inclusion and integration of Arbitrary Analytical Application (AA) creates unique solution § Comes with SDK: § Developer documentation, developer utilities Copyright 2007, Information Builders. Slide 11

PMX Metric and scorecard services § Define AA metrics and dimensions to PMF § Schedule loads § All KPI reports/graphs/dashboards already done § Assemble dashboards with PMF and AA gadgets § Register AA reports/graphs/dashboards with PMF § Can then be accessed natively throughout PMF § Add drill-downs from PMF KPIs to AA reports § Context is passed to AA reports – documented API § Or, just add AA Tabs to PMF BID § No changes to AA app § Full PMF Scorecarding using AA metrics Copyright 2007, Information Builders. Slide 12

PMX Core application services § Collaboration § Metric blogging can be extended to AA objects § User accessible Alerts § Alert subjects can be extended to AA objects § User accessible Report Scheduling § Any AA report can participate § User accessible Dashboard Management § AA gadgets, contextual drill-downs to AA reports § Business Roles § Extends MRE/BID into business hierarchies § Consistent authorization API for filtering Copyright 2007, Information Builders. Slide 13

PMX product/production services § Packaging services § Install, configuration, Documentation § Cross platform/version/dbms QA and certification § PMX quality determines WF ship § Consistency of user experience § Standardization of dashboard, navigation, and business roles § Consistency of exposure of WF capabilities § WF Lab Engineered use of WF features § Best Practices WF application delivery § Documented and auditable code Copyright 2007, Information Builders. Slide 14

PMF V 5 Preview and Roadmap Copyright 2007, Information Builders. Slide 15

PMF V 5 Preview § Major new feature areas: § § § § § Google Maps, Flex Enable and Magnify built-in New gadgets, dashboards, reports and graphs Alternative Targets § Benchmark, stretch, forecast, etc. Dimensional threshold tolerance settings § Support diverse deployments easily Scorecard authorization profiles Measure task register More Vertical and Horizontal strategy templates More industry-standard metric templates Full NLV support Built in R Stat capabilities Copyright 2007, Information Builders. Slide 16

Google Maps As a PMF gadget, you can mash-up a Google Map to give you that location intelligence you’re looking for Copyright 2007, Information Builders. Slide 17

Magnify Use Magnify to search for other references to the metric or dimensional value Copyright 2007, Information Builders. Slide 18

Alternate Targets You can now include benchmark, stretch, forecast and other types of targets in your dashboards and analysis Copyright 2007, Information Builders. Slide 19

Synchronize users with signon systems through MRE Easily import new users for PMF from your existing single-signon system, using your existing MRE and REALM driver Copyright 2007, Information Builders. Slide 20

Scorecard Authorization Profiles Sophisticated scorecard security allows you to properly share scorecard accountabilities and save admin efforts Copyright 2007, Information Builders. Slide 21

Measure Task Register Keep a running set of tasks around any measure. Access from the Action Gadget Detail tasks can be described and assigned with priorities, status settings and due dates Copyright 2007, Information Builders. Slide 22

Vertical and Horizontal Starter-kits Copyright 2007, Information Builders. Slide 23

Health. Care Copyright 2007, Information Builders. Slide 24

Manufacturing Copyright 2007, Information Builders. Slide 25

Supply Chain Copyright 2007, Information Builders. Slide 26

Retail Banking Copyright 2007, Information Builders. Slide 27

Higher Education Copyright 2007, Information Builders. Slide 28

State and Local Government Copyright 2007, Information Builders. Slide 29

Information Technology (IT) Copyright 2007, Information Builders. Slide 30

Human Resources (HR) Copyright 2007, Information Builders. Slide 31

Thanks! Copyright 2007, Information Builders. Slide 32

Customer Profiles Copyright 2007, Information Builders. Slide 33

CH Robinson § Strategy – System to allow corporate mgt § CHRW is one of the lgst. 3 PL cos. in N. A. , & global provider of multimodal (truck, air, ocean, & rail) trans svcs. As a non-asset-based provider, CHR focuses on solutions that work for their customers, vs. its own asset utilization § to drive strategy to the branches while letting each branch establish alternate weights & measures to meet unique goals Impact – Provide a one stop shop for all performance and operational information Why PMF – Supported CHR’s franchise model. Replace 20 OLAP Cubes, CSV files and Excel Copyright 2007, Information Builders. Slide 34

NYU Medical § Strategy – To expand the performance § One of the nation's premier centers of excellence in health care, scientific research, and medical education. With over 900 beds NYU’s campus comprises Tisch Hospital, Rusk Institute of Rehabilitation Medicine, & NYU Hospital for Joint Diseases § culture across Hospital, School of Medicine, & Research to balance performance with quality & innovation Impact – Provide visibility to everyone as to performance in a holistic manner Why PMF – Proven functionality, rapid implementation, flexibility & scalability Copyright 2007, Information Builders. Slide 35

Gordmans § Strategy – To automate delivery of § Gordmans, founded in 1915 operates 63 discount retail department stores in 15 states. Its mission is “To delight our guests with big savings on name brands in fun, easy-to shop stores. ” § performance information to stores providing greater focus for all managers Impact – Now everyone from Jeff Gordman down has immediate access to merchandising and distribution performance vs. weekly information Why PMF – Proven, out of the box functionality, rapid implementation and scalable Copyright 2007, Information Builders. Slide 36

Hexion A legacy of innovation Our promise: To Leverage our resources and expertise to bring better products and systems to life. To improve the quality of life for people around the globe. Hexion Specialty Chemicals is a global leader in the manufacture of thermoset resins that are used across a broad range of industries for binding, bonding, & coating § Strategy – To gain better management of § § business processes across divisions running on 1 SAP instance. Impact – Gain better visibility into metrics of 15 processes like procure to pay to reinforce continuous improvement Why PMF – After finding that WF was ideal for dashboards and self service reporting they also wanted a way to organize and manage metrics. Copyright 2007, Information Builders. Slide 37

Koch Industries § Strategy – To reinforce a performance Koch Industries & its sister company Koch Holdings, own a diverse group of companies in trading, operations & investments. In 60 countries across industries: chemicals, energy, fibers, oil, polymers, minerals, fertilizers, forest & consumer products, chemical technology equipment, ranching, securities & finances § § culture by emphasizing the importance of managing by metrics Impact – By moving off manual excel process controllers will get more timely information and more causal metrics like safety, quality, & production metrics Why PMF – Proven WF success and they were able to see the advantages of buy vs. build & the flexibility of the PMF Datamart for difficult requirements Copyright 2007, Information Builders. Slide 38

Anglo Platinum Anglo Platinum is the world’s sixth largest mining company & largest producer of platinum in the world. Operations comprise 7 mines, 3 joint ventures, 3 smelters, a base metals refinery and a precious metals refinery. The aim is to move the organisation to information as an asset that will contribute to the profitability and sustainability of the organisation. There must be “One version of the truth”, which everybody believes in and supports. Web. FOCUS PMF was selected after a 6 month Proofof-Concept Phase, based on architectural and business fit. Johann Muller, CIO Copyright 2007, Information Builders. Slide 39

Since 1902, L. B. Foster has delivered products to build and maintain our nation’s infrastructure as a manufacturer, fabricator and distributor of products for the rail, construction, utility & energy industries Due to limitations using Excel & rapidly accumulating data. LB Foster reviewed several software packages & is in the process of deploying business intelligence tools to aid in decision support. LB Foster used a disciplined approach to identify key requirements & scored leading software vendors on their ability to deliver on these requirements. Bob Paladino, “Five Key Principles of Corporate Performance Management” Copyright 2007, Information Builders. Slide 40

“In a commodity business like generic drugs, any edge you can gain in your operations is extremely valuable, PMF provides us the edge in operational performance we need: a single version of the truth for With consistent sales growth decision making & better insight into of 25% over the last 5 years, actual sales & manufacturing this dynamic and innovative processes. We can quickly generate privately owned company will undoubtedly live up to its corporate scorecards, see results motto & continue to "Create linked to objectives & take action the Difference" in Canada & accordingly. ” around the world. David Lavallée, CIO Copyright 2007, Information Builders. Slide 41

Feature Screen Shots Copyright 2007, Information Builders. Slide 42

Gadget Dashboard gives OLAP access Copyright 2007, Information Builders. Slide 43

Lots of different dashboards reuse all of the delivered dashboard gadgets, like graphs, gauges, dials, etc Copyright 2007, Information Builders. Slide 44

Correlation Studio Lets you select different measures or objectives and search for correlations between them Copyright 2007, Information Builders. Slide 45

The Measure Wizard lets you pick from over 400 industry metrics, including formulas and best practices tolerances Copyright 2007, Information Builders. Slide 46

The Measure loader lets you easily pick from available measure sources, schedule the refresh and you’re done! Copyright 2007, Information Builders. Slide 47

Feedback lets users “blog” the measure, creating a collaborative way to support a performance culture Copyright 2007, Information Builders. Slide 48

The Alert Wizard lets users create new alerts easily and quickly Copyright 2007, Information Builders. Slide 49

The Measure Booklet creates a print-quality hand out with full measure display Copyright 2007, Information Builders. Slide 50

Setting threshold tolerances is easy and all gadgets, dashboards, reports and graphs automatically pick the new settings up! Copyright 2007, Information Builders. Slide 51