Corporater at BSC and Strategy Forum - March 2013

PEDRO PEREIRA Vice President

CORPORATER Middle East

Best Practices Of Performance Management And Strategy Execution Software Implementation With Corporater Presented by Pedro Pereira, Vice President Corporater Middle East

DO YOU KNOW ME?

Agenda

•  Implementing software to execute strategy in line with the Execution Premium Process™ (XPP)

•  How to use Corporater to prepare executives for strategy review meetings: the power of strategy workflow to boost the performance culture

•  Exploring how organizations behave before and after the implementation of software for automating strategy execution process

Drive your strategy-performance

DRIVE YOUR STRATEGY

PERFORMANCE

Business in Control Corporater is changing the way people view corporate performance management software solutions. Our slogan is Business in Control - we deliver solutions that are fully managed and configured by corporate users. We believe that the focus should be on how you run your organization-- not on the technology. Strategy-driven Performance Management By placing strategy at the center of corporate performance management, Corporater supports alignment of all your business practices. This enables a holistic approach to strategic execution by harmonizing performance disciplines, such as operations, budgeting, risk management, quality, etc. Your Performance Management Partner When you choose Corporater, you begin a partnership with a team of corporate performance management software specialists. Years of experience and customer-driven development ensure you have all the features needed to maintain a culture of performance across your entire organization.

Fast Facts •  Founded in 2000 •  More than 1000 customers •  200,000 users worldwide •  Offices in UAE, Norway,

USA, Argentina, India and Romania

•  Headquartered in Norway •  Arabic version available

Thought Leadership: Kaplan & Norton, Paul Niven, Jeroen de Flander; WWW.EPMREVIEW.COM

Corporater company profile

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UAE

Oman

Dubai

Saudi Arabia

1st ADOPTERS!Middle East Operations

Qatar

Middle East References

Ajman

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WHY USE SOFTWARE?

•  Helps you to document strategy ü  One place to have your Strategy Execution/

Balanced Scorecard model ü  Acts as the focal point for strategy execution ü  Acts as “one version of the truth” – no competition

with other personal documents

•  Helps you to structure strategy

•  Helps you to clarify strategy

•  Helps you to develop your strategy

•  Helps you to follow up and review your strategy execution

•  Helps you to communicate strategy ü  Accessible to everyone ü  Cheaper to automate than to do things manually

2012 Palladium Kaplan-Norton BSC CertifiedTM

•  Stage 1: Develop the Strategy

•  Stage 2: Translate the Strategy

•  Stage 3: Align the Organization

•  Stage 4: Plan Operations

•  Stage 5: Monitor and Learn

•  Stage 6: Test and Adapt

Corporater EPM Suite

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Process

Quality Projects

Risk Finance

Operational HR

Vision, Mission, Strategy

Key Benefits

•  Strategic Alignment

•  Resource Planning

•  Executive Reporting

•  Accountability

•  Decision Support

•  Operational Reporting

•  Performance Feedback

•  Workflow Management

•  Meeting Views

•  Performance Analysis

Enabling Strategy Execution: Essential Tools for Making Strategy Everyone’s Job

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Scorecards Theme views Driver models

Library of Measures, KPIs, Risks & Initiatives

Dashboards Strategy maps Reports

Information and Data

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Results


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Visualization

Management

Analysis Workflow


Strategy Maps- To effectively communicate strategy

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©2012 Palladium Group, Inc. 2-15

Dashboards- What do I need to know right now?

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©2012 Palladium Group, Inc. 2-17

Scorecards

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Periodic reporting of status and results of objectives, measures, and initiatives

Measures Objectives

KPIs Details

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Strategic Initiatives

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Portfolio, Programs, Project Management. Action plans and tasks and milestones.

Risk Assessments

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Drivers Model

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Measures are organized based on how they contribute to adding value to objectives and other measures

Alignment and Cascading

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Reports

•  Bring information from multiple business units and functional areas into one view –  Management meetings –  Strategic meetings –  Operational reviews –  Alerts and notifications

•  ‘Rule based’ –  Reusable report templates based on the context of the report

•  Business unit •  User •  Time period •  Dynamic conditions (ie. status, progress, etc.)

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Dynamic reporting

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Dynamic reporting

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Notifications and Alerts

Automate workflow to ensure follow-up of results

Example:

•  Red KPIs: –  Should have comments made by the individuals responsible

for the measures –  If comments are not provided by a set date, a reminder should

be sent to the person responsible –  Objective owners should receive a summary of the results and

comments –  Comments for red KPIs should be included in a summary of

the top level scorecard

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Analysis

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Drill-down- integration with source data Benchmarking- easily compare performance of different business units

Implementation Approach

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Initiation Phase

2. Readiness Assessment

1-2 working weeks

Design & Configuration

3-7 working weeks

3. Design 5. Configuration

8. Value Added Services & Project Management Reviews

6. Testing Acceptance

Final Delivery

7. End Users Workshop Training

2-3 working weeks

4. Super Users Certification Training --- Knowledge Transfer ---

1. Software Installation

ü No development – ready-to-run ü Rich functionalities ü Quick Implementation (no hidden bills)

ü  Easy to use – give the power back to business users (Business in Control)

ü  Low implementation cost

Out of the box software solution

Focus on Knowledge Transfer

Summary

•  Should be managed by business users- not IT

•  Should be highly configurable and flexible enough to reflect your management and reporting models

•  Should be able to easily capture manual data input and offer full integration with data sources (automation)

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THANK YOU!