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Managing Managing Performance Performance with with

Dashboards Dashboards & & Scorecards Scorecards

Phil Wood Product Marketing Manager Northern Europe October 5 th 2006

Product Marketing Manager Northern Europe October 5 t h 2006 Dial In Number: 0208 974 7950

Agenda

Performance Management – What is it and why should you care?

Performance Management – What is it and why should you care?

Methods, Dashboards & Scorecards

Methods, Dashboards & Scorecards

How Business Objects can help

How Business Objects can help

Customer Examples

Customer Examples

Conclusion

Conclusion

Objects can help Customer Examples Conclusion Slide 2 Confidential and proprietary. Copyright © 2004

Your organisation???

Your organisation??? D A T A D A T A Slide 3 Confidential and proprietary. Copyright
D A
D
A
T A
T
A
Your organisation??? D A T A D A T A Slide 3 Confidential and proprietary. Copyright
Your organisation??? D A T A D A T A Slide 3 Confidential and proprietary. Copyright
Your organisation??? D A T A D A T A Slide 3 Confidential and proprietary. Copyright
Your organisation??? D A T A D A T A Slide 3 Confidential and proprietary. Copyright
D A
D
A
T A
T
A
Your organisation??? D A T A D A T A Slide 3 Confidential and proprietary. Copyright

Performance Management Drivers

Transparency to organisational performancePerformance Management Drivers Stakeholders and authorities demand visibility Business Agility/Responsiveness Regulatory

Stakeholders and authorities demand visibility Business Agility/Responsiveness

Stakeholders and authorities demand visibility Business Agility/Responsiveness

Regulatory compliancedemand visibility Business Agility/Responsiveness Sarbanes-Oxley IFRS Basel II Customers Loyalty

Sarbanes-Oxley

IFRS

Basel II

CustomersRegulatory compliance Sarbanes-Oxley IFRS Basel II Loyalty Collaboration with Trading partner/supplier Supply

Loyalty Collaboration with

Loyalty Collaboration with

Trading partner/supplierIFRS Basel II Customers Loyalty Collaboration with Supply chain optimization Marketplace analysis Enterprise

Supply chain optimization Marketplace analysis

Supply chain optimization Marketplace analysis

Enterprise AlignmentSupply chain optimization Marketplace analysis Driving latency out of the information supply chain

optimization Marketplace analysis Enterprise Alignment Driving latency out of the information supply chain

Changing Share of Market

Changing Share of Market Slide 5 Confidential and proprietary. Copyright © 2004 Business Objects S.A. All
Changing Share of Market Slide 5 Confidential and proprietary. Copyright © 2004 Business Objects S.A. All

EPM—Strategic Alignment for the Enterprise

EPM aligns and connects the entire organization everyone knows goals and roles

Continual process
Continual
process

Executive Management

Strategic & capital planning, scorecards, risk management

& capital planning, scorecards, risk management Fin & Ops Management Budgeting, forecasting,

Fin & Ops Management

Budgeting, forecasting, dashboards, reporting

Management Budgeting, forecasting, dashboards, reporting Front Line Employees Collaboration, task management Slide

Front Line Employees

Collaboration, task management

Front Line Employees Collaboration, task management Slide 6 Confidential and proprietary. Copyright © 2004
Front Line Employees Collaboration, task management Slide 6 Confidential and proprietary. Copyright © 2004
Front Line Employees Collaboration, task management Slide 6 Confidential and proprietary. Copyright © 2004
Front Line Employees Collaboration, task management Slide 6 Confidential and proprietary. Copyright © 2004
Front Line Employees Collaboration, task management Slide 6 Confidential and proprietary. Copyright © 2004

Agenda

Performance Management – What is it and why should you care?

Performance Management – What is it and why should you care?

Methods, Dashboards & Scorecards

Methods, Dashboards & Scorecards

How Business Objects can help

How Business Objects can help

Customer Examples

Customer Examples

Conclusion

Conclusion

Objects can help Customer Examples Conclusion Slide 7 Confidential and proprietary. Copyright © 2004

Management Methodologies

Balanced ScorecardManagement Methodologies SixSigma Total Quality Management Activity-based costing Economic Value Add (EVA) Malcom

SixSigmaManagement Methodologies Balanced Scorecard Total Quality Management Activity-based costing Economic Value Add (EVA)

Total Quality ManagementManagement Methodologies Balanced Scorecard SixSigma Activity-based costing Economic Value Add (EVA) Malcom Baldridge BSC

Activity-based costingBalanced Scorecard SixSigma Total Quality Management Economic Value Add (EVA) Malcom Baldridge BSC TQM Slide 8

Economic Value Add (EVA)SixSigma Total Quality Management Activity-based costing Malcom Baldridge BSC TQM Slide 8 Confidential and

Malcom BaldridgeManagement Activity-based costing Economic Value Add (EVA) BSC TQM Slide 8 Confidential and proprietary. Copyright ©

costing Economic Value Add (EVA) Malcom Baldridge BSC TQM Slide 8 Confidential and proprietary. Copyright ©
BSC
BSC
TQM
TQM
costing Economic Value Add (EVA) Malcom Baldridge BSC TQM Slide 8 Confidential and proprietary. Copyright ©

Dashboards & Scorecards

DashboardsDashboards & Scorecards Give an overview of performance Interactive, graphical for monitoring KPIs/metrics

Give an overview of performance Interactive, graphical for monitoring KPIs/metrics Drill from “what” to “why” Alerting – manage by exception “Real-time” or operational in nature Organised by user needs

Scorecardsor operational in nature Organised by user needs Compares target to actual KPI performance Can be

Compares target to actual KPI performance Can be displayed on a dashboard Strategic vs operational – usually a top down approach and methodology based

– usually a top down approach and methodology based Slide 9 Confidential and proprietary. Copyright ©
– usually a top down approach and methodology based Slide 9 Confidential and proprietary. Copyright ©
– usually a top down approach and methodology based Slide 9 Confidential and proprietary. Copyright ©

Dashboards DNA

Metrics aggregate from various sources End-user trust with information Consistent business definitions Right-time
Metrics
aggregate from
various sources
End-user trust
with information
Consistent
business
definitions
Right-time
information
Consistent business definitions Right-time information Slide 10 Confidential and proprietary. Copyright © 2004

Agenda

Performance Management – What is it and why should you care?

Performance Management – What is it and why should you care?

Methods, Dashboards & Scorecards

Methods, Dashboards & Scorecards

How Business Objects can help

How Business Objects can help

Customer Examples

Customer Examples

Conclusion

Conclusion

Objects can help Customer Examples Conclusion Slide 11 Confidential and proprietary. Copyright © 2004

Solution Portfolio

EPM/Financial Applications Industry Analytic Applications Core Business Intelligence Enterprise Information Management
EPM/Financial
Applications
Industry Analytic
Applications
Core Business Intelligence
Enterprise Information Management
Business Intelligence Enterprise Information Management Slide 12 Confidential and proprietary. Copyright © 2004

BusinessObjects Dashboard Manager XI

Provide visibility across the organization

Monitor business performanceManager XI Provide visibility across the organization Understand business drivers Deploy personalized dashboards

Understand business driversacross the organization Monitor business performance Deploy personalized dashboards Dashboard Builder Rules

Deploy personalized dashboards dashboards

Dashboard BuilderUnderstand business drivers Deploy personalized dashboards Rules Engine Analytic Templates Metrics Engine Slide 13

Rules Enginedrivers Deploy personalized dashboards Dashboard Builder Analytic Templates Metrics Engine Slide 13 Confidential

Analytic Templatespersonalized dashboards Dashboard Builder Rules Engine Metrics Engine Slide 13 Confidential and proprietary.

Metrics Enginedashboards Dashboard Builder Rules Engine Analytic Templates Slide 13 Confidential and proprietary. Copyright © 2004

Builder Rules Engine Analytic Templates Metrics Engine Slide 13 Confidential and proprietary. Copyright © 2004

BusinessObjects Performance Manager XI

Align actions with strategy across the organization

Communicate organizational strategyXI Align actions with strategy across the organization Manage performance Act decisively Scorecards Goals Roles

Manage performanceacross the organization Communicate organizational strategy Act decisively Scorecards Goals Roles Strategy Maps

Act decisivelyCommunicate organizational strategy Manage performance Scorecards Goals Roles Strategy Maps Discussion Threads

organizational strategy Manage performance Act decisively Scorecards Goals Roles Strategy Maps Discussion Threads

Scorecardsorganizational strategy Manage performance Act decisively Goals Roles Strategy Maps Discussion Threads Actions Slide

Goalsstrategy Manage performance Act decisively Scorecards Roles Strategy Maps Discussion Threads Actions Slide 14

Rolesstrategy Manage performance Act decisively Scorecards Goals Strategy Maps Discussion Threads Actions Slide 14

Strategy MapsManage performance Act decisively Scorecards Goals Roles Discussion Threads Actions Slide 14 Confidential and

Discussion ThreadsAct decisively Scorecards Goals Roles Strategy Maps Actions Slide 14 Confidential and proprietary. Copyright

ActionsScorecards Goals Roles Strategy Maps Discussion Threads Slide 14 Confidential and proprietary. Copyright © 2004

Goals Roles Strategy Maps Discussion Threads Actions Slide 14 Confidential and proprietary. Copyright © 2004
Goals Roles Strategy Maps Discussion Threads Actions Slide 14 Confidential and proprietary. Copyright © 2004

Agenda

Performance Management – What is it and why should you care?

Performance Management – What is it and why should you care?

Methods, Dashboards & Scorecards

Methods, Dashboards & Scorecards

How Business Objects can help

How Business Objects can help

Customer Examples

Customer Examples

Conclusion

Conclusion

Objects can help Customer Examples Conclusion Slide 15 Confidential and proprietary. Copyright © 2004

WestWest BromwichBromwich BuildingBuilding SocietySociety

West West Bromwich Bromwich Building Building Society Society

West Bromwich Building Society

Core business is Mortgages and SavingsWest Bromwich Building Society 9 t h largest building society in UK £7 billion in assets

9 t h largest building society in UK th largest building society in UK

£7 billion in assetsand Savings 9 t h largest building society in UK Over 50 branches in Midlands 800+

Over 50 branches in Midlandst h largest building society in UK £7 billion in assets 800+ staff 150 years old

800+ staffin UK £7 billion in assets Over 50 branches in Midlands 150 years old Slide 17

150 years oldbillion in assets Over 50 branches in Midlands 800+ staff Slide 17 Confidential and proprietary. Copyright

assets Over 50 branches in Midlands 800+ staff 150 years old Slide 17 Confidential and proprietary.
assets Over 50 branches in Midlands 800+ staff 150 years old Slide 17 Confidential and proprietary.

West Bromwich Building Society

Goal of ProjectWest Bromwich Building Society Create one executive managem ent dashboard for leading 45 executives One, accurate,

Create one executive management dashboard for leading 45 executives One, accurate, trusted source of information to track key performance metrics on weekly basis

Current Situationto track key performance metrics on weekly basis Using Business Objects reports but management overwhelmed

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

wanted trends , graphs in one easy to use and view tool Slide 18 Confidential and
wanted trends , graphs in one easy to use and view tool Slide 18 Confidential and

West Bromwich Building Society

West Bromwich Building Society Slide 19 Confidential and proprietary. Copyright © 2004 Business Objects S.A. All
West Bromwich Building Society Slide 19 Confidential and proprietary. Copyright © 2004 Business Objects S.A. All

West Bromwich Building Society

“Our Business Objects dashboard provides West Bromwich Building Society with daily access to one company-wide view of key

performance indicators

this

up-to-date

information enables us to identify and maximise business opportunities, mitigate the risk associated with lending exposure and meet regulatory requirements.”

David Eggleston, Systems Development Manager

David Eggleston, Systems Development Manager Slide 20 Confidential and proprietary. Copyright © 2004

Birmingham Birmingham City City

Council Council

Birmingham Birmingham City City Council Council

Birmingham City Council

Birmingham City Council Background Largest local authority in Europe £2bn budget, 55,000 staff, 39 ward s,

BackgroundBirmingham City Council Largest local authority in Europe £2bn budget, 55,000 staff, 39 ward s, over

Largest local authority in Europe £2bn budget, 55,000 staff, 39 wards, over 1 million citizens

Business issuebudget, 55,000 staff, 39 ward s, over 1 million citizens Moving services closer to the people

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 couldn’t provide information on a district basis. We wanted to pull together meaningful information in one place”

John Hunt, Directorate Head of IT

in one place” John Hunt, Direct orate Head of IT Slide 22 Confidential and proprietary. Copyright
in one place” John Hunt, Direct orate Head of IT Slide 22 Confidential and proprietary. Copyright

Birmingham City Council

Birmingham City Council Solution Key Performance Indicators monitored through dashboards One place to go for all

Solution

Birmingham City Council Solution Key Performance Indicators monitored through dashboards One place to go for all

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 to individual 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 John Hunt, Directorate Head of IT

r v i c e s ” John Hunt, Direct orate Head of IT Slide 23

Birmingham City Council

BenefitsBirmingham City Council District information is readily available for district managers Key performance indicators can

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 data

FutureBVPIs can be traced back to detailed ward data Next phase will add more informat ion

BVPIs can be traced back to detailed ward data Future Next phase will add more informat

Next phase will add more information areas including pest control and housing data Investigating sharing information with other agencies

“I haven’t 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

John Hunt, Directorate Head of IT

o r m a n c e ” John Hunt, Direct orate Head of IT Slide

Agenda

Performance Management – What is it and why should you care?

Performance Management – What is it and why should you care?

Methods, Dashboards & Scorecards

Methods, Dashboards & Scorecards

How Business Objects can help

How Business Objects can help

Customer Examples

Customer Examples

Conclusion

Conclusion

Objects can help Customer Examples Conclusion Slide 25 Confidential and proprietary. Copyright © 2004

Conclusion

Dashboards & Scorecards are an ideal way to:Conclusion Communicate key performance goals Align the organisati on behind these goals Methodologies can help, but

Communicate key performance goals Align the organisation behind these goals

Methodologies can help, but are not mandatorygoals Align the organisati on behind these goals Dashboards Communicate a ‘state of play’ Scorecards

Dashboardsthese goals Methodologies can help, but are not mandatory Communicate a ‘state of play’ Scorecards Compare

Communicate a ‘state of play’

Scorecardsnot mandatory Dashboards Communicate a ‘state of play’ Compare current performance to a stated goal and

Compare current performance to a stated goal and visualise variance

They are the ‘killer app’ for Business Intelligencecurrent performance to a stated goal and visualise variance Slide 26 Confidential and proprietary. Copyright ©

They are the ‘killer app’ for Business Intelligence Slide 26 Confidential and proprietary. Copyright © 2004

Words of Wisdom to close……

Words of Wisdom to close…… “Now this is not the end. It is not even the

“Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning……”

Winston Churchill – November 1942

the beginning……” Winston Churchill – November 1942 Slide 27 Confidential and proprietary. Copyright © 2004

Thanks Thanks for for attending attending

today’s today’s session! session!

For more information, visit us at www.businessobjects.com/products/performancemanagement/

today’s session! session! For more information, visit us at www.businessobjects.com/products/performancemanagement/