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Managing Performance with
Dashboards & Scorecards
Managing Performance with
Dashboards & Scorecards
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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Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 3
Your organisation???
D
T
A
A
D
T
A
A
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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
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Changing Share of Market
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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
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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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Management Methodologies
BSCBalanced Scorecard
SixSigma
Total Quality ManagementActivity-based costing
Economic Value Add (EVA)Malcom Baldridge
TQM
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Dashboards & Scorecards
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
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Dashboards DNA
Metrics
aggregate fromvarious sources
Consistentbusinessdefinitions
End-user trustwith information
Right-timeinformation
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Agenda
Performance Management What is it and why should
you care?
Methods, Dashboards & Scorecards
How Business Objects can help
Customer Examples
Conclusion
S l i P f li
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Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 12
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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Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 13
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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Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 15
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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West Bromwich Building SocietyWest Bromwich Building Society
West Bromwich Building Society
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Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 17
West Bromwich Building Society
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
West Bromwich Building Society
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Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 18
West Bromwich Building Society
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
West Bromwich Building Society
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Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 19
West Bromwich Building Society
West Bromwich Building Society
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Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 20
West Bromwich Building Society
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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Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 22
Birmingham City Council
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
Birmingham City Council
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Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 23
Birmingham City Council
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
Birmingham City Council
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Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 24
Birmingham City Council
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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Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 25
Agenda
Performance Management What is it and why shouldyou care?
Methods, Dashboards & Scorecards
How Business Objects can help
Customer Examples
Conclusion
Conclusion
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Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 26
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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Confidential and proprietary. Copyright 2004 Business Objects S.A. All rights reserved.Slide 27
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/
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