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Performance Management. Introduction to Microsoft PerformancePoint Server 31 st January, 2007. AGENDA. introduction to IMGROUP performance management challenges Microsoft Office PerformancePoint Server architecture capabilities value proposition IMGROUP implementation approach - PowerPoint PPT Presentation
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Introduction to Microsoft PerformancePoint Server31st January, 2007
Performance Management
introduction to IMGROUP performance management challenges Microsoft Office PerformancePoint Server
architecture capabilities value proposition
IMGROUP implementation approach RapidStart offer
AGENDA
provide strategies, services and solutions that help our customers improve business performance
Microsoft Global Partner of the Year for three consecutive years: 2005, 2006, 2007
member of Microsoft’s Advisory Council very active with Microsoft PerformancePoint
programme since the beginning, with clients across different industries
About Information Management Group
Some of IMGROUP’s Clients
Business Performance Management - Definition
A framework that optimises the execution of an organisation’s strategy. It comprises a set of integrated processes, supported by technology that enables organisations to set, communicate, monitor, measure, and manage performance against targets.
objectives
execute
Performance management cycle
performancereview
revise objectives
plan
model
data
Key elements of performance management Process perspective
Measures and targetsclarifying and communicating strategyaligning departments and staff with organisation’s goalskey performance indicators, cascaded to:appropriate local measures which are action-oriented
Processesbenchmark for best practice – internal and externalclear targets and regular reviewaccountability and link to rewardsforecasting and preparation of plans and budgetscollaboration on diagnosis and action
Performance Management Challenges
Systems perspective
• data availability and quality• clarity of definitions• auditability• management of metadata for multiple scenarios
data
• cascading top-level measures to local context• driver models with end-user flexibility• manual data input and preparation of plans and budgets• workflow for planning collaboration and approval
function
• timeliness of reporting• visibility to all stakeholders• ease of analysis – “seeing the wood for the trees”
delivery
• collaboration on diagnosis and action planning• prioritisation for effort and expenditure improvements• rigour in understanding cause-and-effect linkages
action
Personal, Team, Organizational BI
Personal BI Team BI Organizational BI
my logic, built by me built by one of the team built by the centre
used only by me used by the team for use by all
re-invented by others probably re-invented standardised
disconnected loosely connected may not meet local needs
probably lost when I leave
data rekeyed from team and personal BI systems
Empowered Aligned
Functional capability financial modelling: capacity/demand/productivity/costing embrace local spreadsheets for detailed what-if plan preparation data input validation, approval and security
Process support workflow to manage collaboration capture assumptions, commentary, discussion threads and adjustments support top-down, bottom-up & middle-out scenario management collaboration vertically up and down reporting lines collaboration on performance themes across departments and lines of
responsibility
Planning processesdevolved and collaborative planning
Centre Department/ unitDefine/revise strategic objectives and target performance
Strategic driver model
First pass top-down plan what-if?
Planning guidelines and assumptions
Interpret and define local objectives
Resource and cost modelling what-ifs
Populate planning scenarios
Submit to Centre
Aggregate department and unit submissions
Review gap
Second pass aggregate what if?
Clearer and more specific guidelines/directives
Refine modelling what-ifs?
Aggregate submissionsApproval
Populate 2nd pass submission
Planning iterationsSimple version!
Microsoft Business Intelligence Offering
BI Information is used in four main ways…
Analyze
MonitorPlan
Report
Overview of PerformancePoint Server Architecture
SQL Server 2005
PerformancePoint Planning Server
Model Associations
Models
Applications
Business definitions for data views, workflow, and
security
Metadata
Predefined business and financial intelligence
SAP Oracle PeopleSoft Siebel MBS Custom
Planning BusinessModeler
PerformancePoint Add-in for Excel
Performance Point ServerDashboard
PerformancePoint Server Client
PerformancePoint Server Functional Architecture
PerformancePoint Planning Business
Modeler
Process control
versioningsecurity
Revenuemodeling
Production and supplier
modeling
Organization and HR
modeling
Financial modeling
Rich, predefined financial and application intelligence
PerformancePoint Planning Server
Excel application integration. including
data entry and report design
PerformancePoint Models
Business driver-based modeling
PerformancePoint Server: application user roles
Enterprise Data
Application
PerformancePoint Server
Analyst
Contributor/Approver
Administrator
Report Consumer
ApplicationApplication
Connecting Self-Service BI and Performance Management
FamiliarPowerfulFlexibleWhere they work and collaborate
Collaborative BILinks to an organizational modelSecurityTrustScale
What PerformancePoint and SQL Server Bring:
Why Business Users Love Excel:
Creative & agile Contextual & accountable
PerformancePoint Server Application Components
Account
Entity
Scenario
Time
Product
Account
Entity
Scenario
Time
Product
OPEX
HR
RevenueHR
Forms
Cycle
Assignments
Dimensions
Dimensions
Models
Models
CORPORATERoot Site
DivisionSubsite
Approver
Analyst 1
Analyst 2
Business Roles
RevenueAssumptions
FX Rate
Consolidation
Scorecard Presentation
Centralised, process-specific BI systems
consolidated financialbudgets, reports
monthly dimensionalKPI reporting
planning, budgeting
operational systems
Collaboration, organisation-widewheels within wheels
departmental measures
organisationalmeasures
Local unitlocal unit
departmental datamartdepartmental datamart
planning measures
PerformancePoint Server models
integrates with and leverages
proven technology:
• Excel data entry and reporting• SQL Server and Analysis
Services• Integration Services: data
import• SharePoint Server for
publishing
new capabilitie
s:
• planning (driver) model logic• workflow and approval
controls• scorecard reporting (upgraded)
end user creation of
applications
• user admin creation of applications
• locally extensible• user control of workflow
low cost
• undercuts most competitors• single-level end user licence• reuse of existing technology
PerformancePoint Server value propositionBroad capability with low cost per user
low riskuser acceptance
integrates planning and reporting cyclesfinancial data integrity
lower IT maintenance responsive to business changeaddress local team BI needshigh user “ownership”
cost–effective applicationsviable at all levelsaffordable BI infrastructure
The IMGROUP Process - PIMS
Vision:Identify
measures
FoundationPlan & Design
Build Publish
Support
The process needs to be iterative, as performance measures are refined and cascaded down to local/specific measures
Determine the organisation’s objectives from the performance management process
Review current systems and processes Identify key performance measures Decide on performance improvement priorities Outline content and frequency for review Secure sponsorship for each measurement area Identify the scope of the initial performance reporting
implementation
The Process - Vision
ProcessVision:
Identify
measures
Foundation
Plan & Design
Build
Publish
Support
PerformancePoint RapidStartA working application in 3 days!
Day OneTailored overview of Microsoft PPS 2007Identify business area, focus and scope of activity
Day TwoCapture business definitions for chosen areaBuild PPS business model using real data
Day Three Demonstrate working applicationDemonstrate key aspects of data capture, planning,budgeting, consolidation, reporting and dashboardcreationPresent recommendationsClosing workshop
Questions