Performance Management Framework

“The Value Index for

Performance Management in

2009 shows that currently the

top supplier, based on the

weighted factoring of the seven

product and customer assurance

categories, is Information

Builders, which qualifies as a

Hot Vendor…”

“The Ventana Research Value

Index: Performance Management

2009,” Ventana Research, 2009

Performan

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Performance Management Framework

Communicate Goals, Align Strategies, and Use Real-Time Metrics

Information Builders Performance Management Framework (PMF) is a new-generation platform that enables holistic and pervasive operational performance management (OPM). PMF provides a comprehensive platform for creating and managing your organization’s performance and accountability objectives. More than any other solution, Information Builders PMF combines capabilities such as metric blogging, print-quality publishing, mobile alerts, deep analytics, strategy authoring, easy-to-use setup wizards, customizable end-user dashboards, and more – right out of the box. Tasks such as managing and communicating strategies to employees or partners, or presenting to the executive board, can all be handled from your Web browser.

PMF is built on the solid foundation of Information Builders WebFOCUS business intelligence (BI) platform and integration solutions from iWay Software, a division of Information Builders. These world-class BI and integration solutions enable PMF to be easily adapted and enhanced, and directly integrated with other operational systems to fit changing business needs.

PMF provides business users and managers with:

Better communication■■

A complete solution ■■

Collaboration tools■■

Easy deployment ■■

Alignment■■

Flexibility and scalability ■■

Analytics ■■

Extensive integration and data-access options■■

Ease of use ■■

Information Builders enables

agile information solutions with

the WebFOCUS business

intelligence (BI) platform and

integration technologies from

iWay Software.

One click on any dashboard gadget provides direct access to alerts, manual metrics, or answers to any questions you may have. Dashboards can focus on strategic goals, showing high-level goals and perspectives. Plus, executives or stakeholders get a complete picture of the organization’s performance.

Better Communication One of the most important qualities of a successful organization is good communication. PMF dashboards are a set of easily assembled information gadgets – including pre-built grids, graphs, and tools – that provide at-a-glance status of key performance metrics and strategies. One click of the mouse lets end users retrieve the exact information they need from each gadget. PMF’s standout icons guide your consumers to important information by showing when a project is aligned, an underlying metric is underperforming, or someone has entered a comment.

Business-unit managers can focus their dashboards more on operational activity by including specific metrics and projects. Multi-drill capabilities get answers for users in only a few clicks, and your extended-enterprise users (vendors, suppliers, and citizens) have easy access to rich and rewarding dashboards.

FeaturesTargeted pre-configured dashboards■■

Empowered dashboard tracks progress towards goals■■

Mashup any content■■

FAQs answered in one click■■

Actionable decision support■■

User alerts■■

KPIs ■■

KRIs■■

2

Gadgets■■

Grids■■

Graphs■■

Sparklines■■

Icons■■

Adobe Flex dashboards ■■

Comments ■■

Multi-drill■■

3

PDF Metric Booklets deliver detailed page-at-a-glance reports on each metric being measured and can be used to easily communicate status in print. The Metric Booklet can be combined with the Executive Booklet as a complete and comprehensive resource on company strategy and metrics.

PublishingOne-button publishing of compound PDF Executive Booklets creates a print-quality executive report for distribution. These multi-page reports document the current strategies, goals, and initiatives alongside their key performance indicators (KPIs). With PMF’s one-button creation of Microsoft PowerPoint decks for meetings, managers and executives no longer have to piece them together from source data. They can even run the PowerPoint presentation from the dashboard.

Users can also schedule any dashboard, report, or graph to be e-mailed with one click, allowing them to access any report and have it available in their inbox without needing to log in to a separate system. Built-in mobile dashboards and remote-analysis functions use Active Reports to deliver data back to the performance system with no connection required.

FeaturesExecutive briefing books■■

Boardroom print-quality PDFs■■

Metric briefing books■■

Financial reporting■■

Microsoft PowerPoint ■■

XBRL publishing ■■

One-click publishing■■

Scheduling■■

E-mail distribution■■

Archiving■■

Mobile, portable dashboards■■

4

PMF provides threading and forwarding of alerts. Alerts cause an action and engage others to change operational outcomes. Users can receive alerts in their dashboard or e-mail. They can also set up alerts to run automatically, and forward them with comments when a course of action is determined.

CollaborationSimilar to Web 2.0 business models, PMF is built on the concept that growing an application’s value can be accomplished through the collaboration and information flow generated by its users. Any KPI can be blogged to let users at any level of accountability participate in making the KPI clear. PMF tracks and stores blogger information and displays KPI status. Users can easily view related threads and branches to help them understand what is being done to assist with the KPI.

FeaturesMetric blogging and alert threading■■

Collaborative feedback loops and discussion groups■■

Mashups of external content■■

RIAs, maps, and real-time gadgets in the same dashboards■■

5

AlignmentAuthors can easily align metrics, processes, projects, cause/effect linkages, and owners to best represent the goals and strategic themes of the business. These alignments can be changed dynamically and graphically in real time, with the results immediately available to every user and reflected in all dashboards and published documents.

By sliding the weights or thresholds, owners can quickly update settings without the need for IT or administrative intervention. PMF supports unique ways to assign tolerances, globally or at the individual organization level. There is complete flexibility for managing a growing enterprise.

FeaturesStrategy execution via closed-loop performance management■■

Seamlessly drill from strategic goals and KPIs to detailed metrics analysis and deeper to source ■■

transaction systems

Prescribed analysis for directed discovery■■

Connect initiatives and goals to operational metrics and budgets■■

Balance performance, risk, governance, and compliance■■

Make regulatory and voluntary disclosures easy and natural■■

Organize separate BI systems into a structured framework of trusted performance and risk information■■

Business users can adjust weights, thresholds, and tolerances■■

Authors can align metrics, processes, projects, cause/effect linkages, and owners in real time■■

Areas of measurement that represent specific problems or threats can be described as risks and linked to ■■

metrics that display risk status

Multiple causative risks can be linked into a group as consequences■■

PMF enables business users to easily adjust weights, thresholds, and tolerances, empowering them to manage performance and accountability, and prioritize metrics.

6

AnalyticsFor the more analytical user, PMF provides direct access to useful and powerful analytic and discovery tools. While other solutions provide analysis tools designed for mathematicians or professional analysts, PMF is designed with the business user’s specific responsibilities in mind.

If the more than 100 pre-built dashboards, reports, and analytical tools are not enough, PMF also makes it easy to create custom queries, reports, and graphs. The output of the Analysis Designer can be saved, used as a dashboard, shared, or scheduled to arrive in your e-mail. Simple selection of parameters and output formats can deliver thousands of different reports and graphs. Intelligent caching options for gadgets and dashboards optimize performance by creating and maintaining a dynamic data cache to minimize data retrieval.

Features

PMF’s analytic tools include customized trend analysis, what-ifs, traditional OLAP, and predictive analytics that give you a view of the future. Correlation and outlier views quickly offer additional insight into information that other systems might hide.

More than 100 pre-built dashboards, reports, and ■■

analysis tools

Dozens of role-targeted pre-configured dashboards■■

Actionable decision support■■

Analyst workbench■■

Predictive analytics: forecasting, data mining, and ■■

decision trees

Third-party benchmark analysis■■

Real-time analysis, BAM, and CEP■■

Alternate targets, including benchmark, stretch, ■■

forecast, and more

Intelligent caching■■

Profitability analysis■■

Customized trend analysis■■

What-if analysis■■

Correlation and outlier views■■

Simple creation of custom queries, reports, ■■

and graphs

Save, share, and schedule delivery of output■■

Integrated, guided ad hoc delivery of ■■

thousands of reports and graphs

Output formats include Active Report, PDF, ■■

Excel, PowerPoint, and more

7

User FriendlyOut of the box, PMF delivers more than 100 reports and graphs, hundreds of pre-built industry-standard metric rules, a complete set of dashboards, and preset consumer, analyst, author, and administrator roles. It is ready to go from the start – just add your company’s data.

Consumers can choose, configure, and customize different dashboards. Authors are able to define a pool of metrics and master data that underlies an unlimited number of scorecards, dashboards, users, departments, or extended-enterprise consumers. They can also create cascading hierarchies, franchise models, or individual employee scorecards.

Administrators can create additional customized roles with completely granular capabilities, dashboards, or data-access authorization. Administrators define and schedule metric refreshes from any data source via wizards. They can also create custom time ranges, units of measure, and grant or revoke access authorizations.

FeaturesNear-zero IT support■■

Dashboard users can manage their own preferences■■

Analysts can select various analytic tools and create and share reports■■

Authors can manage metric tolerances and scorecard organizations■■

Managers control roles and authorizations■■

Assemble and share new mashup gadget dashboards■■

Enable innovation and agility in business settings■■

Preset consumer, analyst, author, and administrator roles■■

More than 100 reports and graphs■■

Hundreds of pre-built industry-standard metric rules■■

A wizard with more than 400 industry metrics and goals can snap together a new scorecard in two minutes. The Strategy Designer uses a drag-and-drop metaphor for authors to create cause/effect linkages, as well as project, theme, and other alignments. Once saved, this strategy is immediately available to all other parts of the system.

PMF can use existing LDAP or Active Directory systems, or you can provide and manage this security information right in PMF.

8

End-User Tools and PersonalizationPMF Dashboard Designer enables performance dashboards to be constructed more simply. Capabilities include drag-and-drop palettes, a visual catalog of information gadgets, and seamless and automatic alignment of gadgets.

WebFOCUS operational reports or applications can be “gadgetized” to allow content to be placed on any dashboard. Dimensional and metric parameters can also be passed to operational reports. PMF’s dashboard surface supports any Web 2.0 third-party gadgets (e.g., iGoogle, Yahoo, or proprietary Web mini-apps) and allows them all to participate in dashboard mashups without requiring additional development work by dashboard designers.

PMF provides the ability to create private dashboards, in which users can make a private copy of any public dashboard in the system. Private copies can be altered, including changing gadgets on a dashboard by dragging them from the catalog, removing one or more gadgets, repositioning and resizing existing gadgets, and more.

With InfoAssist, WebFOCUS’ ad hoc reporting tool, PMF users can create pixel-perfect ad hoc reports, charts, and dashboards that can also be gadgetized. InfoAssist supports more than 350 data sources, including cubes, like MicroSoft SQL Server Analysis Services, SAP Business Intelligence Warehouse, and Oracle Essbase; in several formats, such as PDF, Excel, and Active Dashboard; and with scheduling and distribution capabilities for delivery via e-mail, to a reporting archive, printer, or FTP site.

FeaturesIntegrated personalization and preference options■■

Assemble and share mashup gadget dashboards■■

More than 30 built-in gadgets■■

With PMF, users do not have to wait for IT to deliver reports, charts, and dashboards. Even users with little or no technical savvy can create their own dashboards and mashup applications. Intuitive drag-and-drop assembly allows users to quickly and easily build reports, charts, or dashboards from any content – inside or outside the enterprise.

Third-party Web 2.0 gadget support■■

Gadget designer■■

Ability to create private dashboards■■

A Complete SolutionBy empowering all users – whether consumers, analysts, authors, or administrators – with easy access to everything they need, all customization and configuration needs are satisfied. Consumers can manage their dashboards, analysts can use or create new analytic tools, and authors and owners can manage strategies and KPI formulas.

FeaturesEverything designed into an integrated solution■■

Purpose-built, not adapted from different apps■■

Best-of-breed operational performance management■■

Out-of-the-box content does not require development■■

Extensive BI capability in a pre-packaged application■■

Native data lineage from dashboard to transaction■■

A flexible framework for adaptation and customization■■

Support for leading scorecard and metric business methodologies■■

By supporting KPI blogging and alert threading, PMF promotes the application values of growth and collaboration that these abilities have proven to deliver. The more it is used, the more valuable it becomes.

By delivering built-in analysis and reporting, there is no need to create new cubes or reports.

9

Metrics

Dashboards Analytics

Scorecards

• WebFOCUS Ad hoc• R predictive• Correlation• Active PDF

• WebFOCUS • Flex• RT Gadgets• External Gadgets• Blogging and Alerts• User Preferences

Metrics DatabaseWith Built-in MDMand ETL Wizard

• Risk and Performance• Strategy Management• Align Processes

PerformanceManagement

Framework

▲▲

▲

▲

Purpose-Built Performance Management

10

Easy DeploymentOne of PMF’s key benefits is known as “Real Rapid Start,” meaning implementations take weeks, not months or years. PMF was designed from the ground up to be fully supported and maintained with little or no IT resources – the business unit or corporation that wants to manage its performance does the implementation, not IT. Instead of a lengthy, costly ETL project to acquire metrics and dimensions, PMF provides a simple wizard and schedule system.

The design of additional data warehouses or datamarts for reporting and analysis is no longer needed – PMF delivers all of this right out of the box. Instead of requiring individual scorecards, dashboards, and roles for every user, PMF provides templates and parameter-driven tools to let the data drive virtually every feature and function. Less to create means less to manage, reconfigure, and support; this enables tremendous agility, and fast and consistent ROI.

And, if you have more robust needs – such as auditing for compliance with various standards – PMF gives IT the precise, managed approach needed to standardize your BI.

Flexibility for ChangeBecause PMF has been natively designed and built using the leading BI and enterprise application integration (EAI) technologies, the result is a truly purpose-built solution to promote and deliver operational performance management. This solution is infinitely customizable because each and every part is constructed with BI components. It was designed to manage, measure, and analyze anything, delivering a performance solution for any horizontal process (finance, human resources, information technology, call center, etc.) or in any vertical business (financial services, supply chain, health services, retail, etc.). This flexibility allows various meta-horizontal disciplines (risk management, project portfolio management, compliance, governance) to be managed and aligned with performance goals so you can assemble a complete management tool kit for your organization that links and aligns these various disciplines.

FeaturesRapid-start templates for many industries and businesses■■

Install and go■■

Pre-built industry-relevant metrics, scorecards, and dashboards■■

Create new systems with wizards and many industry-standard metrics■■

Consume metric data from any source■■

Built-in online data-collection forms■■

Deploy to executives, managers, front-line workers, supply-chain partners, customers, and citizens according ■■

to business role

Easy to change or expand deployments throughout the organization■■

Supports any existing portal standard or security system■■

Integration and Data AccessPMF uses iWay’s integration and data-access platform to provide access to more than 350 data and application sources, allowing any metric to be monitored and managed from PMF regardless of its origin. PMF also integrates with existing applications, including any industry portal, database, planning/budgeting system, process or project management system, and operating platform. PMF treats these systems holistically to ensure that your performance needs remain a priority over operational differences and changes in systems, people, and processes.

FeaturesNatively extensible for changing requirements■■

Create custom dashboards, reports, and charts■■

Connect to third-party project and process management systems■■

Create deep vertical integration within your business■■

Integrate with other core applications■■

Create new gadgets and external content for business users■■

Native access to more than 350 distinct databases and information sources on more than 35 platforms■■

Integrated iWay Software solutions for enterprise information management, data quality management, ■■

master data management, business-to-business information, business process automation, and more

Several NLVs including French, German, Japanese, and Spanish■■

Supports more than 80 different character sets (code pages or locales)■■

Integration with third-party portals including WebSphere, Microsoft SharePoint, Oracle, SAP NetWeaver, ■■

and PeopleSoft

Can integrate with any budgeting, planning, forecasting, or consolidation application■■

Provides pre-built interfaces to Tagetik Corporate Performance Management■■

iWay Software’s suite assembles powerful, pre-built components for enterprise-class integration scenarios – without custom code – delivering the fastest, most cost-effective, and simplest way to integrate business processes and achieve the promise of SOA: true reusability.

ERPSource

CPMSource

CRMSource

HRMSource

ERMSource

LegacySource

ExcelSource

Independent Integration Layer

Independent Analytic Applications Layer

Independent Performance Management Layer

Independent Layer

PMFPMF

▲

▲

▲

▲

Analysis with data from any source

Use any portal or media delivery device

Holistic integration framework

Metrics are all treated equal. Methodology �exibility

Independent Layers Without Bias

11

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Copyright © 2010 by Information Builders. All rights reserved. [91] All products and product names mentioned in this publication are trademarks or registered trademarks of their respective companies.

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