Home WebFOCUS User Groups David Cook November, 2009

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David Cook November, 2009

Copyright 2007, Information Builders. Slide 2Home

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Information BuildersPerformance Management Framework

Manage all critical aspects of your business Operations, Finance, Employees, Partners

Link Strategy, Metrics, Operations & Action Combined Metrics, Scorecards, and Dashboard

Management system Metrics Catalog Wizard

Key Performance & Risk Indicators Flexible Strategy Management Gadget Dashboard & Analytics Customizable and open Leverages WebFOCUS and iWay Integrated with Tagetik CPM

Balanced Scorecard Collaborative certified

Copyright 2007, Information Builders. Slide 2

Strategy

Operations

Metrics

Action


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Metrics

Dashboards

Scorecards

Purpose built Performance Management

Analytics

PerformanceManagementFramework

Metrics database with built in MDM and ETL Wizard

WF, Flex, RT GadgetsExternal Gadgets

Blogging and AlertsUser Preferences

WF Ad hocR PredictiveCorrelationActive PDF

Risk and PerformanceStrategy Management

Align Processes


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Performance Management Framework

Operational Systems

WebFOCUS Applications

Performance Management Framework

Operational Reports Operational Analytics

KPI’s KRI’s

Operational Performance Management

Metrics ManagementStrategy Modeling

Reporting & Analytics

Methodology and Predictive Formulas

Strategic Objectives


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What’s different about PMF from WebFOCUS?

Why is BI easier and less costly with PMF?

How can you benefit when you combine WeFOCUS apps and PMF?

PMF Values for WebFOCUS Customers


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Pre-Built Metrics and Dashboard solution Rapid implementation, Easy deployment No development required: add data and go! Catalog with over 400 Metric formulas Over 100 dashboards, reports and graphs Easy to customize and extend

Reduce redundancy of WF reports and dashboards Shared code, reuse components Low maintenance

Pre-configured Security and Roles Uses existing technology and skill sets

Provides best-practices examples, Developer Guide Upgrades and Support

Values for WebFOCUS Customers: Overview


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WF Report

Shows raw data rolled up for

branches

Shows processed or

calculated data

Drills to related reports

Gets right at operational

data.


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Can we roll up all our

measures the same way?

Can we re-use these

calculations?

Can we standardize

our drilldowns?

Where is the Target of what these numbers SHOULD be?

And what about

looking at changes

over time?

WF Report

Do we know what is most important?



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PMF looks at this from a different perspective:

Dim

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sio

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Metric Metric Metric Metric Metric



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Dim

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sio

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Dim

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sio

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Dim

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Master data Pool of metrics



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In PMF a metric is re-usable across all reports and graphs.Calculations are stored with the metric as properties. No

WF code buried in reports.



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Replaces hand-coded WF files with Metrics Management system Calculations are reusable All Metrics roll up the same way Metric formula stored with the metric, not report code Each Metric can have a standard drill context – website, document

repository, report Targets for each Metric are stored with the Metric Importance – WEIGHTING – stored with each Metric

Allows Metrics to be organized into Strategies Assign causes and effects of Metrics Compare Metrics and do Predictive analysis – “how will we do?” Combine with planning, forecasting, budgeting processes Combine with Project management, Process management systems

Why is PM easier and less costly with PMF?


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Metric/scorecard facilities 100s of reports, graphs, dashboards for metrics and scorecards Over 400 industry metrics definitions and formulas Wizards for creating metrics, scorecards, alerts, ETL, schedules End-user managed: low IT requirements

Non-metric/scorecard facilities Open Gadget Dashboard Management system End user collaboration and alert threading Easy and powerful user access control – security roles extended

into any combination of data hierarchies Task register and online data collection Links to Project Management and Process Management

systems – as well to external WF reports/graphs. Centralized system settings, look, configurations, tracing

PMF beyond the obvious…


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PMF Platform

IPF/EETagetikInterfacesReal Time

PMF with other

Technologies

PMF with any subject appPMF with

Vertical apps

PMF with Horizontals

InsuranceDM

BankingDMHRDM

InsuranceAnalyticsBankingAnalytics

HRAnalyticsSubject

Analytics

SubjectDM

SQLSource

ERPSource

LegacySource

OnlineSource

ExcelSource

SOASource

WebFOCUS and iWay Platforms

SubjectDM

PerformanceDM

WebFOCUSAnalytics

PerformanceAnalytics

WebFOCUSAnalytics

Common Dashboard – look and feel - navigation

Collaboration Alerts Roles Initiatives

Any Source

HealthcareDM

HealthcareAnalytics

Supply ChainDM

Supply ChainAnalytics

GovernmentDM

GovernmentAnalytics

Higher EdDM

Higher EdAnalytics

ITDM

ITAnalytics

Call CenterDM

Call CenterAnalytics

Short TermDM

Real TimeActivitySearch

AppServices

Magnify

PlanningBudgeting

PlanningDM


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Combine existing WebFOCUS applications with PMFNormalize configurations and security

Bring Multiple WebFOCUS apps togetherEase Administration and Maintenance costsProvides way to consolidate Metrics, ReportsProvides way to maintain standard look-and-feel

Create Centralized WebFOCUS app securityProvides standard way for data authorizationSynchronizes authentication with single-sign on

through MRE

How can a WebFOCUS site benefit?


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What can you do with PMF? Rapid-start Metrics solutions Combine with existing WebFOCUS applications

Easily add metricsNormalize configurations

Bring Multiple WebFOCUS apps togetherEase Administration and Maintenance costsProvide way to consolidate Metrics, ReportsProvide standard look-and-feel

Create Centralized WF app security authorizationProvides standard way for user access to dataSynchronizes with single-sign on through MRE

Conclusion: Values for WebFOCUS Customers


HomeCopyright 2007, Information Builders. Slide 17Copyright 2007, Information Builders. Slide 17

Major update to Version 5 platform

First batch of Flex gadgets

Dashboard Broadcast and other Innovations

Support for external Gadgets

Introduction of Risk objects in Strategy Model

Interactive Strategy Map

More integration with WebFOCUS content

Full style skinning

6 Level Time Dimension

Performance Management FrameworkPMF 5.2 !


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PMF 5.2 Flex Chart Gadgets

Flex Bar Charts running in PMF

Gadgets

Flex Bar Charts running in PMF

Gadgets

Exploding PIE chartsExploding PIE charts

Line Chart. All PMF Flex Gadgets

support “tear-off” access to data grid

Line Chart. All PMF Flex Gadgets

support “tear-off” access to data grid

Scrolling TitlesScrolling Titles

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Dashboard Broadcast

Change to one Gadget makes the

others change

Change to one Gadget makes the

others change

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Multi-Line Chart

Slide and size bottom control to change top

Slide and size bottom control to change top

Quick zoom for time ranges

Quick zoom for time ranges

Performance BarsPerformance Bars

Dynamic scalingDynamic scaling

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Risk and Compound Objectives

Compound Object aggregates regular

Objectives

Compound Object aggregates regular

ObjectivesConsequence is for

compound Risks

Consequence is for compound Risks

Risk Objects are opposite shape. Link

them to KRIs

Risk Objects are opposite shape. Link

them to KRIs

Selecting item fades out others

Selecting item fades out others

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Mashups of different Content

WebFOCUS BI Matrix reportWebFOCUS BI Matrix report

Adobe Flex Line Chart

Adobe Flex Line Chart

YouTube Search and Player

YouTube Search and Player

Wikipedia Search Gadget

Wikipedia Search Gadget

Monetary Exchange Gadget

Monetary Exchange Gadget

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Three Steps of PMF Implementation


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Easy Implementation Steps

There are two methodologies for implementing PMF You can work “top down,” that is, starting with a high-level

strategy which you’ll draw and capture into PMF and prototyping measures.

Or you can work “bottom up,” creating a KPI Dashboard using loaded measures and adding the strategy elements at some later point, or as you go.

Strategy

Top Down

Metrics

Strategy

Bottom Up

Metrics


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PMF Implementation steps

Decide what dimensions to use and where to get them. Examples: Products Sales Representatives Customers, Locations, etc

Decide what level to collect metricsDecide what levels to report and aggregate metrics Load dimensions

Validate hierarchy usage Determine Refresh frequency


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Determine metric formulas and sources Margin, Sales, Profit (from CPM system) Commodity Indexes (from external data) Inventory Cost (from AP system) Inventory Fill rates (from inventory system) Sales calls (from sales tracking system)

Load Metrics, validate, determine refresh frequencyOrganize scorecards

Sales Performance Customer Performance (SLA) Vendor Performance (SLA) Operations Performance


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Determine audience roles and authorization What functional role What scorecard(s) represent appropriate information What dimensional authorization What dashboards, analysis tools for roles

Deploy! Refresh and repeat Add drill-downs from PMF Metrics to detail

reports/analysis Change/adjust tolerances/weightings/linkages


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Strategy – To expand the performance culture across Hospital, School of Medicine, & Research to balance performance with quality & innovation

Impact – Provide visibility to everyone as to performance in a holistic manner

Why PMF – Proven functionality, rapid implementation, flexibility & scalability

NYU Medical

One of the nation's premier centers of excellence in health care, scientific research, and medical education. With over 900 beds NYU’s campus comprises Tisch Hospital, Rusk Institute of Rehabilitation Medicine, & NYU Hospital for Joint Diseases


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Anglo Platinum is the world’s sixth largest mining company & largest producer of platinum in the world. Operations comprise 7 mines, 3 joint ventures, 3 smelters, a base metals refinery and a precious metals refinery.

The aim is to move the organisation to information as an asset that will contribute to the profitability and sustainability of the organisation. There must be “One version of the truth”, which everybody believes in and supports. WebFOCUS PMF was selected after a 6 month Proof-of-Concept Phase, based on architectural and business fit.

Johann Muller, CIO

Anglo Platinum


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With consistent sales growth of 25% over the last 5 years, this dynamic and innovative privately owned company will undoubtedly live up to its motto & continue to "Create the Difference" in Canada & around the world.

“In a commodity business like generic drugs, any edge you can gain in your operations is extremely valuable, PMF provides us the edge in operational performance we need: a single version of the truth for decision making & better insight into actual sales & manufacturing processes. We can quickly generate corporate scorecards, see results linked to objectives & take action accordingly.”

David Lavallée, CIO


HomeCopyright 2007, Information Builders. Slide 31

Performance Management FrameworkSummary

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Home WebFOCUS User Groups David Cook November, 2009