Performance Management

Copyright 2007, Information Builders. Slide 1

Performance Management

David Cook

Director

June, 2008


Performance Management from Information Builders

WebFOCUS and Performance ManagementPerformance Management FrameworkPerformance Metrics Manager: what is it? Integrating Arbitrary Analytic Apps with PMFPMF V5 preview and roadmap


Performance Metrics ManagerPerformance Management Framework

Operational Systems

Typical WebFOCUSApplication

WebFOCUS and Performance Management

Operational Reports Operational Analytics

KPI’s KPI’s

Strategic Performance Management

Metrics Performance Management

Methodology and Predictive Formulas

Scorecards and Strategic Objectives


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


PMM Relationship to PMF

PMF

Managed metrics with dimensionsBlogging and Alert threading

Metric and KPI Dashboards, Graphs, Analytic tools

Strategy and Methodology formulasGoals, Initiatives, Processes, Themes

Strategic Dashboards and Analytic tools

PMM

Enterprise Scorecard framework


Recognizing your PM Maturity Level


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 company-wide performance through insightful decisions to help drive success

FederatedPerformance

OperationalProcesses

(OPM)

OperationalProcesses

(OPM)

Project Portfolios

(PPM)

Project Portfolios

(PPM)

Compliance Governance

(GRC)

Compliance Governance

(GRC)

Risk Management

(ERM)

Risk Management

(ERM)

Financial(CPM)

Financial(CPM)

Business Performance Management


Integrating Arbitrary Analytical Applications with PMF


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


PMX

Metrics and scorecard analytics

Arbitrary Analytical application

Collaboration, Alerts, report scheduling, dashboard management, authorization, roles

PMF core services

PMF + custom dashboards

PMF metricsmart

ApplicationDatabase

PMF loaders ETL loaders Source systems


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


PMX Metric and scorecard services

Define AA metrics and dimensions to PMFSchedule loads

All KPI reports/graphs/dashboards already doneAssemble dashboards with PMF and AA gadgetsRegister AA reports/graphs/dashboards with PMF

Can then be accessed natively throughout PMFAdd drill-downs from PMF KPIs to AA reports

Context is passed to AA reports – documented APIOr, just add AA Tabs to PMF BID

No changes to AA appFull PMF Scorecarding using AA metrics


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


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 rolesConsistency of exposure of WF capabilities

WF Lab Engineered use of WF featuresBest Practices WF application delivery

Documented and auditable code


PMF V5 Preview andRoadmap


PMF V5 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


Google Maps

As a PMF gadget, you can mash-up a Google

Map to give you that location intelligence

you’re looking for


Magnify

Use Magnify to search for other references to

the metric or dimensional value


Alternate Targets

You can now include benchmark, stretch,

forecast and other types of targets in your dashboards and

analysis


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


Scorecard Authorization Profiles

Sophisticated scorecard security allows you to

properly share scorecard

accountabilities and save admin efforts


Measure Task RegisterKeep 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


Vertical and Horizontal Starter-kits


HealthCare


Manufacturing


Supply Chain


Retail Banking


Higher Education


State and Local Government


Information Technology (IT)


Human Resources (HR)


Thanks!


Customer Profiles


CHRW is one of the lgst. 3PL 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

Strategy – System to allow corporate mgt 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

CH Robinson

http://www.informationbuilders.com/applications/pdf/California_DHS_CS.pdf


Strategy – To expand the performance 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

NYU Medical

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


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.”

Strategy – To automate delivery of 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

Gordmans


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.

Our promise: To Leverage our resourcesand expertise to bringbetter products andsystems to life. To improve the quality of lifefor people around theglobe.

A legacy of innovation

Hexion


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

Strategy – To reinforce a performance 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

Koch Industries


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. WebFOCUS PMF was selected after a 6 month Proof-of-Concept Phase, based on architectural and business fit.

Johann Muller, CIO

Anglo Platinum


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”


With consistent sales growth of 25% over the last 5 years, this dynamic and innovative privately owned company will undoubtedly live up to its motto & continue to "Create the Difference" in Canada & around the world.

“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 decision making & better insight into actual sales & manufacturing processes. We can quickly generate corporate scorecards, see results linked to objectives & take action accordingly.”

David Lavallée, CIO


Feature Screen Shots


Gadget Dashboard gives OLAP access


Lots of different dashboards reuse all of the delivered dashboard

gadgets, like graphs, gauges, dials, etc


Correlation StudioLets you select different measures or objectives

and search for correlations between

them


The Measure Wizard lets you pick from over 400 industry metrics,

including formulas and best practices

tolerances


The Measure loader lets you easily pick from available measure

sources, schedule the refresh and you’re

done!


Feedback lets users “blog” the measure,

creating a collaborative way to support a

performance culture


The Alert Wizard lets users create new alerts

easily and quickly


The Measure Booklet creates a print-quality

hand out with full measure display


Setting threshold tolerances is easy and

all gadgets, dashboards, reports

and graphs automatically pick the

new settings up!

Performance Management

Documents

wide performance

performance managementdavid

information builderswebfocus

pmx metrics

pmfpmfmanaged metrics

management of company

dashboard management

common need metrics