Espresso EPM v1.8

7/28/2019 Espresso EPM v1.8

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Managing Performance with

Dashboards & Scorecards

Managing Performance with


Phil Wood

Product Marketing Manager

Northern Europe

October 5th 2006

Dial In Number: 0208 974 7950 Pass Code: 387599#


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Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 2

Agenda

Performance Management What is it and why should

you care?

Methods, Dashboards & Scorecards

How Business Objects can help

Customer Examples

Conclusion


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Your organisation???

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4/28Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 4

Performance Management Drivers

Transparency to organisational performance Stakeholders and authorities

demand visibility

Business Agility/Responsiveness

Regulatory compliance Sarbanes-Oxley

IFRS

Basel II

Customers Loyalty

Collaboration with

Trading partner/supplier

Supply chain optimization

Marketplace analysis

Enterprise Alignment

Driving latency out of the information supply chain



Changing Share of Market



EPMStrategic Alignment for the Enterprise

EPM aligns and connects the entire organization

everyone knows goals and roles

Executive ManagementStrategic & capital planning,

scorecards, risk management

Front LineEmployeesCollaboration, task

management

Continual

process

Fin & Ops ManagementBudgeting, forecasting,

dashboards, reporting



Agenda


you care?



Customer Examples

Conclusion



Management Methodologies

BSCBalanced Scorecard

SixSigma

Total Quality ManagementActivity-based costing

Economic Value Add (EVA)Malcom Baldridge

TQM




Dashboards Give an overview of performance

Interactive, graphical for

monitoring KPIs/metrics Drill from whatto why

Alerting manage by exception

Real-timeor operational in

nature

Organised by user needs

Scorecards

Compares target to actual KPIperformance Can be displayed on a dashboard Strategic vs operational usually

a top down approach andmethodology based



Dashboards DNA

Metrics

aggregate fromvarious sources

Consistentbusinessdefinitions

End-user trustwith information

Right-timeinformation



Agenda


you care?



Customer Examples

Conclusion

S l i P f li


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Solution Portfolio

EPM/Financial

Applications

Industry Analytic

Applications

Enterprise Information Management

Core Business Intelligence

B i Obj t D hb d M XI


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BusinessObjects Dashboard Manager XI

Provide visibility across the organization

Monitor business performance

Understand business drivers

Deploy personalized

dashboards

Dashboard Builder

Rules Engine

Analytic Templates

Metrics Engine


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A d


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Agenda


you care?



Customer Examples

Conclusion


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West Bromwich Building SocietyWest Bromwich Building Society

West Bromwich Building Society


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Core business is Mortgages and Savings9th largest building society in UK

7 billion in assets

Over 50 branches in Midlands

800+ staff

150 years old



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Goal of Project Create one executive management dashboard for leading 45

executives

One, accurate, trusted source of information to track key

performance metrics on weekly basis

Current Situation

Using Business Objects reports but management overwhelmed

with reports Excel spreadsheets widespread to manage and track keys

performance indicators

Management wanted trends , graphs in one easy to use and view

tool



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Our Business Objects dashboard provides

West Bromwich Building Society with daily

access to one company-wide view of keyperformance indicators ..this up-to-date

information enables us to identify and

maximise business opportunities, mitigatethe risk associated with lending exposure and

meet regulatory requirements.

David Eggleston, Systems Development Manager


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Birmingham City

Council

Birmingham City

Council

Birmingham City Council


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Background

Largest local authority in Europe

2bn budget, 55,000 staff, 39 wards, over 1 million citizens

Business issue Moving services closer to the people who use them

Devolving responsibility for local services to 11 districts

Council focussing on corporate management and a strategic role 80 different operational systems

Operational systems couldnt provide information on a district basis. We wanted to pull

together meaningful information in one placeJ ohn Hunt, Directorate Head of IT



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Solution

Key Performance Indicators monitored through dashboards

One place to go for all management information (INFORM)

Can drill down from council level through district and ward toindividual performance

E-mail alerts for service and other exceptions

Information available for 5 areas currently Financial HR

Fleet and Waste Management

Neighbourhood offices

Libraries

Business intelligence supports business transformation by helping us to identify ways

of doing things in a more efficient way and that enables us to make savings and

improve the quality of services J ohn Hunt, Directorate Head of IT



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Benefits

District information is readily available for district managers

Key performance indicators can be traced back to cause

Active management of service levels rather than reactive Expect improved budget management and HR information

Business users have a high degree of self-sufficiency

BVPIs can be traced back to detailed ward dataFuture

Next phase will add more information areas including pest control andhousing data

Investigating sharing information with other agencies

I havent seen reporting that is quite as powerful and as flexible as we have here. The

Audit Commission has recognised that information does play an important part in

improving performance J ohn Hunt, Directorate Head of IT

Agenda


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Agenda

Performance Management What is it and why shouldyou care?



Customer Examples

Conclusion

Conclusion


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Conclusion

Dashboards & Scorecards are an ideal way to: Communicate key performance goals

Align the organisation behind these goals

Methodologies can help, but are not mandatory

Dashboards

Communicate a state of play

Scorecards

Compare current performance to a stated goal and visualise variance

They are the killer app for Business Intelligence

Words of Wisdom to close


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Now this is not the end.It is not even the beginning

of the end.But it is, perhaps, the end of thebeginning

Winston Churchill November 1942


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Thanks for attending

todays session!

Thanks for attending

todays session!

For more information, visit us at

www.businessobjects.com/products/performancemanagement/

Espresso EPM v1.8

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