Managing Performance with Dashboards & Scorecards

Phil Wood Product Marketing Manager Northern Europe October 5th 2006

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

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???

D A T A

D A T 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 Management Continual process

Strategic & capital planning, scorecards, risk management

Fin & Ops Management

Budgeting, forecasting, dashboards, reporting

Front Line Employees

Collaboration, task management

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

TQM

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Dashboards & Scorecards

Dashboards
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

Scorecards
Compares target to actual KPI performance Can be displayed on a dashboard Strategic vs operational usually a top down approach and methodology based
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Dashboards DNA
Metrics aggregate from various sources

End-user trust with information Consistent business definitions Right-time information

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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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Solution Portfolio
EPM/Financial Applications Industry Analytic Applications

Core Business Intelligence

Enterprise Information Management

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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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BusinessObjects Performance Manager XI

Align actions with strategy across the organization
Communicate organizational strategy Manage performance Act decisively Scorecards Goals Roles Strategy Maps Discussion Threads Actions

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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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West Bromwich Building Society

West Bromwich Building Society Core business is Mortgages and Savings 9th largest building society in UK 7 billion in assets Over 50 branches in Midlands 800+ staff 150 years old

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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

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West Bromwich Building Society

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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

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Birmingham City Council

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 place
John Hunt, Directorate Head of IT

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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 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
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John Hunt, Directorate Head of IT

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 data

Future
Next phase will add more information areas including pest control and housing 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
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John Hunt, Directorate Head of IT

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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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

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Words of Wisdom to close

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

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Thanks for attending todays session!

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