PerformanceSoft Inc. Andrew Lim Balanced Scorecard Solutions

PerformanceSoft Inc.

Andrew Lim Balanced Scorecard Solutions

Leader in Product Innovation

BSCol Certified

1993

2005

Our total focus is to help you

Measure Manage Perform

15,000+Licences15,000+Licences

State of the Art Software

Category Expertise

About Performancesoft Inc.

Most no. of successful sites

Deaconess Hospital

Some of our customersSome of our customers

Wilson Greatbatch

About panorama - Customers

Texas StateAuditors

About pbviews

Recent AdditionsRecent Additions

State of IllinoisSTATE WIDE

Florida Departmentof Transportation

List of Healthcare UsersList of Healthcare Users

Cardinal HealthDana-Farber Cancer InstituteDeaconess HospitalFairview Health ServicesFairview Southdale HospitalFresenius Medical Care NAFSC Health Inc.Glendale Adventist Medical CenterHealthNow New York Inc.Inova Health SystemsKaiser PermanenteLifeNetMD Anderson Cancer CenterNorth Carolina Baptist Hospital Inc.Northern Michigan Regional Health SystemNorton HealthcareOverlake HospitalPremier Health ServicesQueensway Carleton HospitalSt. Thomas-Elgin General HospitalSunnybrook Health Science CenterTenet HealthSystem Medical Inc.William Osler Health CentreWomen & Infants Hospital

NHS UK :Bromley Primary Care Erewash Primary Care Middlesbrough Primary Care Queen Victoria NHS Southport and Formby Primary Care Surrey and Sussex Strategic Health AuthoritySutton and Merton Primary Care Tees East and North Yorkshire Ambulance Thames Valley Strategic Health AuthorityWest Hull Primary Care Yorkshire Wolds & Coast Primary Care

Customers in AsiaCustomers in Asia

About panorama - Customers

Zuellig Group

Japan Tobacco Inc.

National Petro ChemicalNational Petro Chemical

Ampol Food

List of Pbviews Users in SE AsiaList of Pbviews Users in SE Asia

PT Adira Finance Subordinate Courts

Chong Fu P School Telok Kurau P School

St Margaret S School Balestier Hill P School

MobileOne Asia PT Indofood

CLLS Group PT Katsushiro (engrg)

Goldcoin Asia United Tractors (Komatsu)

PT Astra Graphia Japan Tobacco (Malaysia/Thailand)

Bank Universal MCDS, Singapore

PT Citra Tubindo PT Trakindo (Caterpillar)

Capsugel/Pfizer Courts Singapore / Malaysia

Dovechem PT Tugu Pratama

Nat Petrochemical(Thai) Chulalongkorn Univ

Clariant Chemical, India Siemens Medical Instruments

Sumarecon, Indonesia (constr) Amphol Sugar, Thailand

PT Astra International Ministry of Law, Singapore

Sunfood Thailand Goldshield India

HP Asia-Pacific National Heritage Board

PJB Indonesia ( Utility) Min of Info, Comm & Arts

Commercial Bank of Qatar Berau Coal

Infocomm Development Authority of Singapore

December 17, 2003. Toronto Canada – Panorama Business Views was honored to receive the award for ‘Best Government Solution’ at the recent Government Solution Summit™ in Orlando, Florida. The only award in the federal IT channel voted solely by IT Solution Providers, Panorama is extremely pleased to be recognized for their state of the art pbviews Performance Management solution.

The Government Solution Summit™ is an invitation-only event for qualified IT Solution Providers and prime contractors with a focus on the federal sector. Participants included such organizations as: BearingPoint, Booz Allen, CSC, Lockheed Martin, Northrop Grumman, and Unisys. pbviews was nominated for this prestigious award alongside other innovative solutions: HP ProCurve and iPass.

“We are honored that our peers within the federal IT channel have selected pbviews software for the ‘Best Government Solution Award’,” stated Michael Tipping, President and CEO of Panorama Business Views. “This recognition strengthens our resolve to develop strong partnerships with other dedicated solution providers, and validates our commitment to providing today’s government with the most comprehensive, user-friendly and flexible Performance Management solution on the market.”

“Government Solution Summit™ attendees are senior executives who strongly influence their federal customers’ buying decisions,” said Sally Hewett, event director for Government Solution Summit™. “As a result, Panorama Business Views’ recognition through the ‘Best Government Solution Award’ signifies a level of excellence for technology vendors in this competitive market.”

Best Government Solution 2003Best Government Solution 2003

Balanced Scorecard

The Balanced Scorecard, introduced in 1993 by Kaplan and Norton, has served as the foundation for many Fortune companies and government organizations’ performance management systems. A well designed scorecard bridges the gap between strategies and day-to-day action by aligning performance measures with the critical perspectives of the organization. pbviews provides Senior Executives and managers with the ability to track performance against the established strategic and operational goals.

Strategic Objectives

Different organizations have different visions, and different strategies. pbviews recognizes this, and has allowed organizations to develop their performance management system with their specific objectives supported by the performance indicators that measure the pathway to achieving the strategic objectives. The flexibility of pbviews ensures the terminology and structure of the organizations strategies and priorities are maintained so that more time can be spent on achieving them than having to explain them!

Malcolm Baldrige

Since 1987, thousands of organizations have been using the Malcolm Baldrige criteria for performance excellence. Baldrige provides a framework for assessing and measuring performance to improve organizational learning, deliver value to the customer, and to improve overall organizational effectiveness and capabilities. Several of Panorama’s customers are already using pbviews for Malcolm Baldrige, which has further allowed them to deliver a results-oriented framework.

President’s Management Agenda

The President's Management Agenda, announced in the summer of 2001, is an aggressive strategy for improving the management of the Federal government. It focuses on five areas of management weakness across the government where improvements and the most progress can be made. pbviews is helping government organizations ensure that their current strategies are in line with the President’s Management Agenda by measuring their performance against the five key areas.

Results for Canadians

The Results for Canadians management framework was developed to encourage responsive and well-managed federal organizations, oriented to the needs of citizens and working in collaboration with other levels of government and with the private and not-for-profit sectors. pbviews provides government agencies the ability to ensure accountability by providing tools that will identify gaps and provide the capacity to report on actual performance to all levels of government. .

pbviews in K-12

School districts using data-driven instructional techniques have seen dramatic increases in student performance. In pbviews, measures from student achievement scores, testing, and other assessment can be combined with measurements indicating increased management and operational efficiencies to show overall institutional performance and achievements over time.

pbviews in Higher Education

The promotion of a culture of evidence through data-driven decision making by accrediting organizations has made higher education institutions rethink their approach to assessing performance. Universities and colleges are using pbviews as a tool for demonstrating their accountability to stakeholders and their dedication to learning; and providing them with a portfolio of data for the institutions leaders and accrediting agencies. Keeping data simple and in one dynamic system means less resources spent on assessment and more time in the classroom.

JCAHO Accreditation

In 1987, the Joint Commission on Accreditation of Healthcare Organizations integrated performance measurement data into the accreditation process to enable health care organizations to understand how their organization is doing over time. Hospital and other health care organizations are using pbviews to verify the effectiveness of corrective actions, identify areas of excellence, and compare performance with that of peer organizations.

Banking Performance

Risk Management is now a very significant part of a bank’s performance management. The scorecard is hence modified to incorporate a risk management perspective. The overall risk management score will be made up of key risk indicators in major business units of the banks. Banks have also built separate views to represent the Basel II framework.

Critical Success Factors

Commitment from the Top

Frequent use

On-Going Communication

Buy-in at all Levels

Project Management

Link to Incentives

Continuous Improvement

Critical Success FactorsCritical Success Factors

• Consistently reinforce the strategic importance of the initiative to the organization

• Ensure that sufficient resources are allocated

• Actively participate and challenge the process

• Use the system yourself

Commitment from the topCommitment from the top

Commitment fromthe top

On-GoingCommunication

Buy-in at all levels

Project Management

Link to Incentives

Continuousimprovement

Frequent use

Roles & Responsibilities

Commitment fromthe top

On-GoingCommunication

Buy-in at all levels

Project Management

Link to Incentives

Continuousimprovement

Frequent use

Commitment from the topCommitment from the top

High level project endorsementOverall resource commitment

Define Strategy & Key Performance AreasProvide direction and resources

Attend Manager Briefing and WorkshopsIdentify measures to align with KPA’s

Provide ongoing input and commitmentInvolved in key review meetings

Coordinate pilot team schedulesEnsure project deadlines are met

Responsible for system setupCoordinates data input activities

Data accuracyCommunication of resultsMeasure performance & corrective action

Champion

Executive Team

Managers

Sponsor

Project Manager

System Administrator(s)

Measure Owners

• Make this the central point for your Management Reporting

• Build links to relevant documents, websites etc. for key measures

• Generate e-mail alerts to highlight performance issues

• Use it for Management and Staff meetings• Use it as the scorecard tool for individual

and departmental evaluations• Publish selected results to all staff

Frequent UseFrequent Use

Commitment fromthe top

On-GoingCommunication

Buy-in at all levels

Project Management

Link to Incentives

Continuousimprovement

Frequent use

Process

• Communicate the purpose of the BSC

• Celebrate performance milestones

Results

• Feature results communication in management meetings

• Publish results in each work center

• Publish a general employee Briefing Book that can be accessed by all employees

Commitment fromthe top

On-GoingCommunication

Buy-in at all levels

Project Management

Link to Incentives

Continuousimprovement

Frequent use

Ongoing CommunicationOngoing Communication

• Avoid the 'top-down‘ perception

• Show (and actively sell) the benefits of Performance Management

• Avoid the 'baseball bat' (red measure only!) approach

• Manager involvement in the initial design and definition of the measurement system

• Involvement in subsequent reviews

Commitment fromthe top

On-GoingCommunication

Buy-in at all levels

Project Management

Link to Incentives

Continuousimprovement

Frequent use

Buy-in at all levelsBuy-in at all levels

• Phased-In Approach

• Clearly Defined Plan

• Adequate Resources

• Policies and Procedures

• Ongoing Quality Checks

• Training for New Users

• Continuous Improvement

Project ManagementProject Management

Commitment fromthe top

On-GoingCommunication

Buy-in at all levels

Project Management

Link to Incentives

Continuousimprovement

Frequent use

• 'What gets measured gets done'

• Non-financial objectives help to achieve financial results (cause & effect)

• Incentives should be tied to both non-monetary & monetary results

Link to IncentivesLink to Incentives

Commitment fromthe top

On-GoingCommunication

Buy-in at all levels

Project Management

Link to Incentives

Continuousimprovement

Frequent use

Commitment fromthe top

On-GoingCommunication

Buy-in at all levels

Project Management

Link to Incentives

Continuousimprovement

Frequent use

Continuous ImprovementContinuous Improvement

Action — Fact Based — Faster — Better

Goals/Targets -- Target setting

Understanding — Best Practices — Situational Dialogue — Information

Awareness — Performance — Commentary

pbviews

Performancesoft Inc.

Software DemoSoftware Demo

Easy to Use

Pleasant Interface for frequent use

Scalable

Flexible – Internalised easily

Enhance Communications

Quick to customize/setup/change

Open System – ease of integration

Low Cost of Ownership

Software Selection CriteriaSoftware Selection Criteria

Questions ?

Finally …………Finally …………

www.performancesoft.com