Corporate Portofolio

CORPORATE PORTFOLIO

TKI-0130 NOVEMBER 2016 20 PAGES

+61 3 9028 [email protected]

Corporate Portfolio Table of Contents

www.kpiinstitute.orgPage 2

Table of Contents

OVERVIEW 03

17

18

19

04PILLARS

MEMBERSHIPS

SMARTKPIS.COM

CLIENTS

06WHY CHOOSETHE KPI INSTITUTE

RESEARCH STUDIES 06

ADVISORY SERVICES 10

CERTIFIED TRAINING COURSES

PERFORMANCE CENTERS

PERFORMANCE LABS

09

08

08

TEMPLATES 06

CASE STUDIES 15

PUBLICATIONS 07

COMISSIONED RESEARCH 07

REPOSITORY OF EXAMPLES 08

Corporate Portfolio Overview

[email protected] Page 3

Overview

Who we are

The KPI Institute is considered today the global authority on Key Performance Indicators (KPIs) research and education. It operates research programs in 12 practice domains ranging from strategy and KPIs to employee performance and from customer service to innovation performance. Insights are disseminated through a variety of publications, subscriptions services and through a knowledge platform available to registered members. Support in deploying these insights in practice is offered globally through training and advisory services.

Success that’s built on remarkable value

Multinationals, government agencies, academic institutions, non-profit organizations and individuals all turn to us for insights and performance improvement solutions. Therefore, we’re committed to building powerful products, delivering exceptional services, providing best practice resources and growing a vibrant user community.

THE KPI INSTITUTE AT A GLANCE

2004

4

80+

12+

6

31

250+

13

5,000+

Year of establishment

Offices around the globe:Australia, Malaysia,

Romania, United Arab Emirates

Staff members

Years spent on researchingKPI best practices

Continents on which wedelivered training courses

Countries where we deliverededucational programs

Research reportspublished to date

Global partnerorganisations

Professionals trained

Corporate Portfolio Pillars


Pillars

RESEARCH

We offer a comprehensive research portfolio in the field of business performance, in order to transform the way performance is managed in organizations. Our portfolio consists in both secondary research and primary research studies.

NETWORK

We offer access to a wide Professional Learning Community characterized by a powerful collaboration between individuals and organizations, whose goal is to improve business and personal performance as well as promote best practices, valuable resources and continuous learning.

PUBLICATIONS

The Publications pillar offers its readership a comprehensive collection of continuously updated magazines, reports, dictionaries and research studies. The collection starts with Performance Magazine, goes to Performance Management: State of the discipline report series, and ends with the more technical publications.

LEARNING

Our ambition is to provide learning solutions for professionals interested in business performance competencies development. Therefore, we create innovative, effective and engaging learning experiences that combine face-to-face and online programs to support professionals’ education from business to personal performance. Depending on the functional area or industry, our clients can access an engaging portfolio encompassing a variety of webinars and a number of 39 training courses.

Considering today’s dynamic business environment, our purpose is to enable professionals to adapt fast, effectively implement innovative business practices and support business growth. Supporting worldwide clients for the past 12 years allowed The KPI Institute to gather valuable experience

in the field of performance management. As a result, through innovation, continuous improvement and our persistent focus on grasping revolutionary concepts and tools guided The KPI Institute towards establishing a complex knowledge center encompassing ten pillars that say everything about what we stand for.

Research

Events Benchmarking Awards Consulting Solutions

Learning Publications Network Certifications

Corporate Portfolio Pillars


SOLUTIONS

Any performance management system implementation requires an appropriate software solution to enable data gathering, analysis and reporting. Given our knowledge of the field, we support organizations in selecting and deploying the right software solutions for their context.

CONSULTING

The KPI Institute professional advisers assists both public and private organization in adopting a systemic approach to performance management. We provide end-to-end performance cycle solutions starting with the assessment of current state of organizational maturity in measuring, reporting and managing performance, and continuing with customized interventions.

BENCHMARKING

Our benchmarking studies provide professionals insights into their industries’ best practices. What differentiates our benchmarking initiatives, are the networking events associated and the entire learning experience created around the study.

This way benchmarking involves a fast and objective organizational performance state assessment in comparison with the industry competitors, emphasizing the strengths, weaknesses and providing professionals with the best solutions of developing projects, improving processes and maturing performance.

EVENTS

Our conferences, forums and executive meetings reaching globally represent a great learning and sharing platform for best practices, new trends and developments and successful case studies that can improve both yours understand and the performance of your organization.

AWARDS

The KPI Institute’s Awards Program appreciates and supports professionals in increasing their personal brand and gaining awareness for their organization. Our League of Professionals is based on individuals who have excelled in driving business value. We offer an internal ranking system, surveys, nominated awards and annual awards through several categories.

CERTIFICATION

We recognize the expertise and competencies demonstrated on two levels of certification: Professional and Practitioner. The Professional level is designed to expand knowledge and it demonstrates your understanding of the fundamentals in an area of expertise, while the Practitioner level is an advanced level of certification that shows experience, applied knowledge and developed skills.

Corporate Portfolio Why choose the KPI Institute


Why chooseThe KPI Institute

RESEARCH STUDIES

We’re raising the bar on what you should expect from a research institute. Thousands of professionals trust us for delivering powerful, comprehensive solutions that meet their unique business needs.

PERFORMANCECENTERS

PERFORMANCELABS

RESEARCHSTUDIES

TEMPLATES

Scorecards

Representing catalogues of the KPIs grouped in the four perspectives of the Balanced Scorecard that describe and assess the performance of the organization. Dashboards illustrating a repository of the most relevant KPIs used at organizational level, that reflect the department’s contribution to the overall organizational performance.

Dashboards

Illustrating a repository of the most relevant KPIs used at organizational level, that reflect the department’s contribution to the overall organizational performance.

Employee Performance Templates

Incorporating key tools that will help managers, employees and human resource professional encourage, track and follow up on the individual performance plan.

Toolkits

Comprising customizable and adaptable templates pre-populated with relevant data. Each toolkit can be edited to match specific industries and functional areas at any organizational level.

CERTIFIEDTRAINING COURSES

ADVISORYSERVICES



COMISSIONED RESEARCH

PUBLICATIONS

Environmental Scan

Comprising research reports useful to executive managers throughout the strategic planning process and to investors who are looking to reach new markets.

Market Scan

Covering secondary research reports that offer insights in terms of market dynamics and trends, competitors, similar products or services comparisons.

Contextual Research

Encompassing research reports meeting a wide range of requirements related to The KPI Institute’s expertise on any of its 12 practice domains.

Multiple Series: Top 25 KPIs Reports, KPI Dictionaries, Compendium

Comprehensive research portfolio in the field of business performance, in order to transform the way performance is managed in organizations.

Magazines

Dedicated to strategy, performance, key trends and providing a broad range of articles, news, interviews, editorials and multimedia content.

Posters

Combining informative and inspiring infographics that offer valuable insights on how to boost performance and remain relevant in today’s market.



REPOSITORY OF EXAMPLES

Strategy Expo

Online platform containing a catalogue that illustrates the use of organizational mission, vision and value drivers’ statements used by organizations from around the world.

Performance Expo

Online platform for integrating performance management knowledge, at strategic, operational and individual levels.

Balanced Scorecard Review

Comprehensive online resource dedicated to the Balanced Scorecard and containing a review of its use around the world in various industries and companies.

smartKPIs.com

Online platform dedicated to performance measurement, hosting a large database of documented KPI examples that cover a wide spectrum of contexts.

TKI eLearning

Educational platform that provides learning solutions to professionals interested in capability development, in a fast-paced business environment.

Performance Magazine

Integrated Performance Management resources’ platform offering expert inputs, extensive analyses, wide-ranging materials, engaging videos and inspiring editorials.

PERFORMANCE CENTERS

PERFORMANCE LABS

The KPI Institute Performance Centers represent a valuable communication channel through which all research findings, events, news and advisory support are disseminated.

The KPI Institute’s Labs are dedicated to specific functional areas and enable the development of a community of professionals to whom we can easily provide relevant research findings or advisory support to elevate their performance management practices.



Strategy and Business Planning Professional

KPI Professional and Practitioner

Performance Management Professional

Employee Performance Management Professional

Benchmarking Professional

Data Analysis Professional

Data Visualization Professional

Customer Service Performance Professional

Supplier Performance Professional

Personal Performance Professional

Innovation Performance Professional

Balanced Scorecard Management System Professional

With more than eleven years of experience in Performance Management and a continuous motivation to boost businesses towards superior performance, The KPI Institute has become an internationally recognized brand that provides definitive standards, clear-cut processes and best practices for professionals, regardless of their educational background or skills.

Our certification training programs

To support and help professionals attain a solid foundation for deploying business management systems, The KPI Institute offers extensive preparatory educational programs. These training courses generate value by offering first class in depth business insights, from key concepts and methodologies, to real-life processes, tools and techniques.

Whether you work in project, risk or process management, logistics, sales or another role, you can find a certification to enhance your performance through knowledge and skills development.

No matter what your learning needs—and we know they’re

always evolving—you can find the program that’s right for

you with The KPI Institute certification courses. Here are

just a few ways to access our development programs.

CERTIFIED TRAINING COURSES

CHOOSE YOUR PATH TODAY!

Attend scheduled courses in cities around the world

Choose online, self-paced courses with 24/7 access

Ask for private classroom courses just for your organization



For more than 11 years, The KPI Institute has been making a difference in developing best practices in performance management field and sustaining the rapid growth of hundreds of institutional and corporate clients. Today, The KPI Institute’s advisory team continues this mission in offering customized services to meet every company’s performance management goals.

Details can sometimes make the difference for our clients. A fresh perspective can offer innovative and creative solutions that you might miss otherwise. Working with clients worldwide and gathering extensive industry knowledge allows us to offer our clients clear insights on how they can create value from their business.

Working together we can create long-running accomplishments for you and your team while setting your organization on the right path to evolve.

Your successful results validate and define our work, because our focus revolves around clients and their needs. We go past identifying problems and we enjoy bringing you solutions.

How we can help

Knowledge ExpansionSolutions

Our approach

There are several key success factors for ensuring that your strategic, operational and organizational excellence initiative maximizes enterprise value and accelerates growth. Our advisory services focus on practical actions tailored to our clients’ unique reality, and generally consist in:

Performance Management Audit;

Performance Management System Implementation;

In-house workshops;

Complementary Performance Management Development Dedicated Services.

ADVISORY SERVICES

OUR PRACTICE DOMAINS

Strategy and Business Planning

Performance Measurement

Performance Management

Employee Performance

Balanced Scorecard System

Data Visualization

Data Analysis

Benchmarking

Innovation Performance

Customer Service

Supplier Performance

Personal Performance



Today’s complex, dynamic, less predictable market calls for a different kind of strategy and business planning. Our tailored solutions focus on your company’s unique identity and position in the market, assessing the current state of business and shaping the desired long-term evolution. We go beyond traditional business planning to foster innovation and deliver sustainable competitive advantage.

We help organizations to improve their current Performance Measurement System and develop a state of art Performance Measurement Architecture that not only facilitates the contributions of each organizational area, but also transparently delivers added value for the business.

Performance management can be implemented at all organizational levels. Starting by mapping the individual and departmental processes, then focusing on the interconnection between several departments and in the end approaching a holistic processual perspective over the entire organization, we offer a collection of services aimed at ensuring superior results.

Strategy and Business Audit;

Strategy and Business Maturity Model;

Strategy and Business Workshops.

Our strategy consulting expertise includes:

Our integrated solutions include:

We bring our depth of experience in the following areas:

EXPERTISE AREAS

STRATEGY AND BUSINESS PLANNING

PERFORMANCE MEASUREMENT

PERFORMANCE MANAGEMENT

Performance Measurement Audit;

Performance Measurement Maturity Model;

Performance Management Audit

Performance Management Maturity Model

Process Mapping and Optimization

KPI Review;

Performance Management System Implementation.

Performance Reporting Assistance

Project Tracking Solutions

Performance Management Workshop



We offer customized consulting, implementation, and training services that can help you better manage and develop your most valuable resource – your people. The service comprises a set of key actions designed to align the employees’ contribution to departmental and organizational strategic directions.

If you want to improve your current level of performance using a clear and concise tool-set, the Balanced Scorecard is the answer. We are here to support you in this Performance Management journey, by developing and implementing the Balanced Scorecard System down to employee level.

We consider data to be one of the most compelling forms of content. Our services provide the backbone for a powerful set of tools that can transform large amounts of data into effective and efficient visual representations that raise awareness, build commitment and ensure clear understanding.

State of Employee Performance;

Employee Performance Maturity Model;

Employee Performance Management System Implementation;

Balanced Scorecard Management System Audit;

Balanced Scorecard Maturity Model;

Balanced Scorecard Management System Implementation;

Data Visualization Audit;

Data Visualization Standards Deployment;

KPIs selection for Individual Level;

Employee Performance Organizational Alignment;

Organizational Competencies and Behaviors Catalogue Development.

Balanced Scorecard Architecture Workshop;

BSC Architecture.

Data Visualization Workshops.

We help clients achieve sustained employee performance growth through:

Our integrated solutions include:

Our dedicated advisory team provides the following services to clients:

EMPLOYEE PERFORMANCE

BALANCED SCORECARD SYSTEM

DATA VISUALIZATION



The ultimate goal of data analysis is to provide valuable information that helps professionals better understand the market and their business, so that more relevant strategic plans are built and better decisions are made on a daily basis. Our consultancy service on data analysis is meant to retrieve essential information from the client’s data sets and make it accessible to his stakeholders.

A successful benchmarking service implies high commitment from all stakeholders, willingness to share practices, learning from different approaches, the ability to communicate and flexibility to implement improvement initiatives. Our services aim at leveraging performance by gathering and analyzing the best practices of measuring performance across different industries.

Innovation is one of the most popular acts in business, but one of the hardest to pull off. Our Internal Innovation Framework is the practical executive framework trusted by clients to enable organization-wide product innovation excellence. The innovation system is focused on exploring opportunities, industry perspectives and emerging trends, analysis of the core internal competencies, as well as consumer insights and needs.

Data Analysis and Interpretation;

Statistical Modeling;

Interference, Prediction and Optimization;

Benchmarking Audit;

Benchmarking Architecture;

State of Organizational Innovation Audit;

Innovation System Implementation;

Data Cleaning and Exploration;

Monitoring and Evaluation of Statistical Models.

Benchmarking Workshops.

Innovation Research;

Innovation Workshops Facilitation.

We help organizations to effectively use the data at their fingertips through:

We bring a full range of experience and experts to help companies with:

Our advisory team is specialized in the following key areas:

DATA ANALYSIS

BENCHMARKING

INNOVATION PERFORMANCE



To discuss how our team can help your business achieve true results, please contact us using the following information:

+61 3 9028 2223 [email protected]

Customers are the source of real growth. Our dedicated analysts combine in-depth customer insights with practical expertise to help our clients improving their internal customer service performance management architecture.

Every organization works with several suppliers and our approach offers a new perspective that allows you to proactively manage your supplier performance by extending your own performance management system.

Reaching above organizational limits and mastering performance-related tools is essential for improving individual performance. That’s why the importance and benefits of measuring and managing performance within organizations are broadly recognized and supported.

Customer Service Audit;

Customer Service Performance Management System Implementation;

Customer Service Workshops;

State of Supplier Performance;

Supplier Performance Maturity Model;

Personal Performance Essentials;

Customer Service KPIs Selection;

Customer Service Performance Reporting;

Mystery Client Services.

Supply Chain Performance Workshop;

Supplier Performance System Implementation.

Personal Time Management Workshop.

We help our clients address key business situations through:

We bring our expertise to all elements of the supplier performance, including:

We help clients make critical decisions related to personal performance through:

CUSTOMER SERVICE

SUPPLIER PERFORMANCE

PERSONAL PERFORMANCE

HOW CAN WE HELP YOU?



“Professionalism, patience in explaining to stakeholders

and passion ware major contributing factors to the success

of the project.”

“The materials presented were very useful and they

helped me to better understand KPIs aspects: how to be

created, applied, used by pushing the team forward for the

maximum performance”

“I was very happy and lucky to be one of the participants

in this project. I have read a lot about KPIs from different

sources, but I couldn’t arrange my thinking about them and

this project helped me understand the benefits of KPIS in a

simple way.””

“Excellent program for understanding KPIs, useful for

organization and individuals”

Technology Manager, National Australia Bank, Australia

Raw Materials Sales Manager, ARASCO Feed, Saudi Arabia

Project Manager, King Saud University Medical City, Saudi Arabia

Production Head, Salalah Methanol Company, Oman

Strategy Planning

Performance Management System Implementation

Performance and Productivity Measurement

Performance Management Audit

Balanced Scorecard Implementation

Australia

Ghana

Indonesia

Malaysia

Agriculture

Education & Training

Financial Services

Government Agency

Healthcare

Intergovernmental Organization

IT & Telecommunication

Manufacturing

Oil & Gas/Resources

Postal Services

Real Estate Development

State Government

Nigeria

Oman

Romania

Saudi Arabia

Sweden

United Arab Emirates

United States of America

Governmental

Private

Consulting Projects Implemented

Sector

28.57%

23.81%

19.05%

14.29%

14.29%

57.89%

42.11%

Countries

Within Industries

CASE STUDIES

Implementing change with impact

We work on-site with clients to help them move beyond recommendations —to achieve long-term improvement and measurable, bottom-line results. We help transform processes, optimize management practices, and in particular, build a sound performance improvement architecture across the organization.

What we do



Recent examples of how we work with our clients to help them navigate complex business issues and achieve high performance.

SMC has invited The KPI Institute to facilitate training and workshop sessions for KPI selection with each department as part of their initiative to develop an integrated performance management system across the entire organization. The project took place in four stages over 16 months’ period with 3 onsite interventions

FIRS has invited The KPI Institute to facilitate a performance management implementation program aimed at providing an interactive approach to strategic formulation and design. The advisory program consisted of three modules, specifically created to facilitate strategic review, recalibration and alignment through the use of KPIs.

ADRPBF has invited the KPI Institute to provide guidance to improve their existing Performance Management System. The KPI Management Framework recommended by the KPI Institute embeds 10 years of research in the field of KPIs and relies on best practices applicable to both private and public business environments.

NAB has invited The KPI Institute to support the Balanced Scorecard implementation at corporate level, part of the Value Based Management implementation. The project was aimed at establishing enterprise and divisional KPI scorecards used by the senior management of the Retail, Business and Wealth management divisions of the Bank.

KSUMC has invited the KPI Institute to develop and implement an integrated performance management system based on the Balanced Scorecard Concept. The project involves 5 stages over 5 month’s period with several onsite interventions.

Improving the current Performance Management Architecture

Developing a five-year strategic plan and driving engagement into strategy execution

Developing and implementing an Individual Performance Management System

Implementing a Balanced Scorecard Based Performance Management System

Developing and implementing an integrated Performance Management System Framework

Industry: Resources

Industry: Governmental



Industry: Healthcare

Company: Salalah Methanol Company LLC

Company: Federal Inland Revenue Service

Company: Abu Dhabi Retirement Pensions and Benefits Fund

Company: The National Australia Bank

Company: King Saud University Medical City

Country: Oman

Country: Nigeria

Country: UAE

Country: Australia

Country: Saudi Arabia

Corporate Portfolio Memberships


Memberships

TYPES OF MEMBERSHIP

82,000+

12+7,800+

250+

Community members

Years of experienceKPIs documented

Resources provided

Event discount: $100 off early bird rate

2 KPI Dictionaries

2 Top KPI Reports

2 Performance Management Toolkits

2 Webinars

Preview to Research studies’ executive summaries

Online guidance for exploring the TKI knowledge platforms

Event discount: $100 off 2 or more participants rate

All KPI Dictionaries

All Top KPI Reports

All Performance Management Toolkits

All Webinars

All Research studies

Phone guidance on you knowledge platforms

8 hours of research analyst support

8 hours of customized secondary research

1 full certification course or conference of your choice

All KPI Dictionaries

All Top KPI Reports

All Performance Management Toolkits

All Webinars

All research library resources available

Phone guidance for exploring the TKI knowledge platforms

8 hours of research analst support

8 hours of customized secondary research

$390/year $2,900/year $4,900/year

WHY JOIN THE KPI INSTITUTE?

12+Practice domains

25+Research analysts

Corporate Portfolio smartKPIs.com


smartKPIs.com

KPIs examples covering a large spectrum of contexts

premium documented KPIs

industries covered

functional areas

pricing plans, suitable for different informational needs

smartkpis.com is the leading online platform for performance measurement knowledge integration, hosting the world’s largest database of documented KPI examples available online.

20,600 7,000

25

16

4

Find the most relevant Key Performance Indicators based on your specific needs

Set a rigorous performance measurement framework based on a recommended format of KPI Documentation Form

Identify the most relevant Key Performance Indicators based on your specific needs

100 KPI names displayed

200 KPI names viewed

300 KPI names + definitions viewed

500 documented KPIs viewed

Benchmark your Key Performance Indicators against similar industry sectors

Configure your own customized organizational, departmental and individual scorecards and dashboards

Discover recommended resources and improve your performance measurement knowledge

Key Features

CHOOSE THE BEST SUBSCRIPTION PLAN FOR YOUR PROFESSIONAL GROWTH

PREVIEW EXPLORER STANDARD PREMIUM

Corporate Portfolio Clients


Government Utilities

Banking Telecommunication

Aviation Oil, Gas and Petrochemicals

Academic Education Healthcare

Clients

We have the privilege of working with some of the most well-known companies in the world and assist them in the process of identifying issues affecting their business success, as well as working with them to shape and implement effective performance management systems.

The following is a brief list of clients for whom we have developed customized solutions that have met their evolving needs.

HEADQUARTERS

MELBOURNE OFFICE

Life.lab Building

198 Harbour Esplanade, Suite 606

Melbourne Docklands, VIC 3008, AU

T: +61 3 9028 2223 M: +61 4 2456 8088

[email protected]

EUROPEAN DIVISION

SIBIU OFFICE

Sibiu City Center

Somesului Street, No. 3

550003 - Sibiu, Romania

T: +40 3 6942 6935 M: +40 7 4706 0997

[email protected]

MIDDLE EAST DIVISION

DUBAI OFFICE

Regalia Business Center, 1st floor,

Office 101, Suite 11, Baysquare Building 3,

Business Bay, POBOX 213297, Dubai, UAE

T: +971 4 563 7316 M: +971 55 787 6427

[email protected]

SE ASIA DIVISION

KUALA LUMPUR OFFICE

Wisma UOA II

21 Jalan Pinang, Unit 11-10, 50450

Kuala Lumpur, Malaysia

T: +60 3 2742 1357 M: +60 11 3303 2135

[email protected]