Partnership for Success Bridging the Gap – Strategy to Execution 24 th January 2006 NorCal OAUG 2006 Training Day

Partnership for Success

Bridging the Gap – Strategy to Execution24th January 2006

NorCal OAUG 2006 Training Day

20 April 2023 Partnership for Success | NaviSite's CPM Solution Overview 2

About the Speakers

» Patricia Yates» Regional Vice President, Professional Services» 18+ years in software development and integration, including five years at Oracle, for clients in

various industries such as Aerospace & Defense, Healthcare, Financial Services, and Retail » Prior experience as Director of Operations for Professional Services Firm» Email: [email protected]; Ph: 510-610-0731 / 408-965-9259

» Jayanta Samanta» Director, Professional Services» 13+ years in Information Technology specializing in Business Intelligence and Data Warehousing,

including almost seven years at Oracle defining and managing Business Intelligence solutions for clients in various industries such as Retail, Telecom, Financial Services, Government, High-Technology and Manufacturing.

» Actively involve in Oracle BI community participating in defining Oracle BI Implementation Methodologies and Best Practices.

» Email: [email protected]; Ph: 510-928-4823 / 408-965-9831


Agenda

» NaviSite Background» Business Intelligence – Strategy to Execution

» Challenges & Trends• Why It is Difficult to Bridge the Gap Between Strategy and Execution

» Solution on Oracle

» Overview and Evolution of CPM» Implementing CPM

» Methods and Success Factors

» NaviSite CPM Solutions» Oracle» PeopleSoft» Siebel

» Question & Answer


NaviSite (NASDAQ: NAVI) - Scalable Services on a Global Basis

» Deep application and technical experience and expertise

» Industry domain Expertise» Ex-Oracle, PeopleSoft and Big5

Consultants

» Global capabilities » International (EMEA, Asia Pac) » Global offshore delivery

» Complete application lifecycle services – Ability to address the entire application lifecycle, from planning and implementation, to ongoing management

» Flexibility – NaviSite operates as an extension of your organization, providing services to address your specific needs

Operational Leverage & Efficiency Oneconsolidated service delivery platform

Atlanta

» Professional Services» Hosting Services» Outsourcing Services


Professional Services Offerings at a Glance

Program & Project Management

Business ConsultingSystem Selection Process

Technical ArchitectureDBA Services

ERP and CRM System Implementation and Transformation

Applied Technology Services

Adoption & Learning

Health check &Assessment

SOX - Compliance &Governance

UpgradeConsolidation

M & ASpin- Off

BusinessIntelligence

OptimizationServices

Change Management

Global Delivery Global Roll Out

Man

aged

Services

Ind

ust

ry B

ased

So

luti

on

s

PEOPLE• Right blend of product knowledge,

business / Industry experience and

consulting skills• Global Presence

PROCESS• Use NaviSite’s SureSuccess

Methodology• Establish a Global Business Model• Facilitated Workshops Approach

TOOLS• Utilize Process Flows Approach• Use tools and templates for rapid

deployment


Business IntelligenceStrategy to Execution


»Corporate Performance»Global competition»Margin pressure

»Regulatory Compliance»Legislation

•Sarbanes-Oxley•Patriot Act

»Must haves•External and internal disclosure•Alignment and accountability•Risk mitigation

Challenges With Effectively Using Corporate Data

Inability to Forecast Accurately on timeInability to Forecast Accurately on time

Rapidly ChangingBusiness ConditionsRapidly ChangingBusiness Conditions

Lack of DecisionProcess AutomationLack of DecisionProcess Automation

Poor Visibility intoDaily OperationsPoor Visibility intoDaily Operations

StrategyStrategy PlanPlan

Managing MeasuresManaging Measures

ExecutionExecutionBusiness Pressure

Business Drivers


Aligning corporate strategy with daily operations

Executing strategy by managing corporate performance measures

Making informed business decisions via Insight-driven analysis

Standardizing reporting and analysis to corporate best practices

Complying with regulations by disclosing corporate information timely

Providing Self-service access to role-based information

Utilizing collaborative web-based performance management framework

Performance Management Trends – Impetus for Change


» Daily Business Intelligence (DBI) – Management Reporting Dashboard enabling faster and informed decision making by providing key business performance measures at your finger tips.

» Balanced Scorecard (BSC) – Enabling companies to develop custom Performance Management Systems to align Operations with Business Strategy

» Enterprise Planning and Budgeting (EPB) – Streamlining enterprise planning, budgeting and reporting, on-going performance monitoring

» Oracle BI Dashboard – An Integrated role-based single sign-on BI Portal framework. Providing an extensible reporting framework by integrating DBI, BSC & EPB to optimize business performance using Oracle eBusiness Suites technology framework

NaviSite Business Intelligence Solution on Oracle

Marketing

Purchasing

ServiceSales

Project MgmtHuman

Resources

Manufacturing

Finance Align

Report

Monitor

Oracle eBusiness Suite Oracle BI Dashboard

DBI

BSC

EPB

Disco


Role-based Oracle BI Dashboard - VP of Sales

360° view of corporate performancepre-built KPI, graphs, reports, trends for all business units

• Finance & Operations• Procurement & Manufacturing• Sales & Marketing• Human Resource & PMO

context sensitive drill-downssingle sign-on, role-Based reporting dashboardconfigurable and extensible BI portalleveraging Oracle Applications technology framework


Managing Corporate Performance


CPM = ERP + Business Intelligence

Formulating and Formulating and Aligning Strategy to Aligning Strategy to

ExecutionExecution

Performance Score Performance Score Card MonitoringCard Monitoring

&&Customized Statutory Customized Statutory

ReportingReporting

Strategic Planning &Strategic Planning &BudgetingBudgeting

Financial Financial Consolidations & Consolidations &

AnalysisAnalysis

CorporateCorporatePerformancePerformanceManagementManagement

Corporate Performance Management Framework

Collaborations

CPM is an evolutionary merging of Business Intelligence and Enterprise Resource Planning, driven by the need for businesses to enable better financial and business performance visibility


Strategic

CommunicationPerformance Metrics

PerformanceFeedback

CorrectionImprovement

Transactional

Operational

Info

rmat

ion

Co

nsu

mer

Gro

up

s

Execution:Operation Targets

and Budgets

Transaction Systems:Process Transactions

StrategyFormulation:

EnterpriseGoals & Strategies

CPM users from Strategy to Execution

Source: Gartner, Inc


The Evolution of CPM

Source – http://www.businessforum.com


How CPM Affects the Enterprise

Compet

itors

Products & Services

Trading Partners

Emplo

yees

Government

Executives

•Supply Chain Optimization•Marketplace Analysis•Customer Loyalty•Collaboration

•Em

power

men

t

•Sale

s For

ce A

utom

ation

•Profit & Loss•Shareholders Interest

•Legal Reporting

•Corporate Regulations

•Operational Insights

•Portfolio Management

•Audit Control

•Performance Scorecards

•Ben

chm

ark

& Ass

essm

ent

•TCO

& R

OI

Measure Process People Tools

CPMCPMCPMMeasure Process People Tools

CPMCPMCPM

CPM adds value to the business by broadening the scope of measurement - focusing on how an organization develops, implements and monitors their strategic plans with a variety of metrics. This

strategic focus is kept throughout all management processes, right down to the contribution that individual budget holders make. CPM is all about the execution of the strategic plan.


Key Benefits

» Get 360 ° view of financial and non-financial performance results at your finger tips

» Links strategies to day-to-day operations and report on results so that plans become actions and people are held accountable

» Enables to get early warning alerts to learn about problems and opportunities so you can take timely action

» Provides framework to adjust plans, budgets, and forecasts if and when business conditions warrant a change

» Helps to meet your regulatory compliance obligations confidently with the help of financial consolidation solutions and statutory reporting functions

» Enables making informed business decisions through actionable business intelligence


Implementing CPMMethods & Success Factors


CPM - Bridging the Gap from Strategy and Execution

» Align all four areas of management:» Measure - Planning and measuring the things that drive value for the organization» Processes - Strategic planning, budgeting, forecasting and monitoring results, while

aligning operations with strategy are all part of the same process – moving an organization towards achieving their desired goals .

» People - People doing the right things at the right time produces results.» Tools - Easy-to-use tools and technologies that enable actionable

business intelligence and help CPM deliver against strategic goals.

Source – http://www.businessforum.com

Measure Process People Tools

CPMCPMCPMMeasure Process People Tools

CPMCPMCPM

» NaviSite takes a holistic approach to the implementation and monitoring of corporate strategy.

» CPM solution combines business methodologies, processes and systems into a single enterprise-wide management system


12 Steps to Bridge the Gap – Don’t Just Measure, Manage It

1. Identify and agree on critical success factorsIdentify long-term and short-term business objectives and prioritize them based on business goals

2. Formulate a strategy Decide how to achieve the target measures

3. Create a planDecide exactly what actions or tactical plans will be required to implement the chosen strategies

4. Align critical success factors with operational budgets and tacticsEnable budget holders to enter budgets by actions/tactics so that consolidated data will allow management to evaluate the cost/success of individual tactics and the associated affect on strategy

5. Identify owners and assign responsibilitiesIdentify owners and assign responsibilities for target measures. CPM is all about organizational accountability. Goals are generally only met if someone is made responsible for them

6. Identify target measures and record corresponding assumptionsIdentify target measures that drive organizational value and map to critical success factors


12 Steps to Bridge the Gap – Don’t Just Measure, Manage It

7. Communicate tactics, objectives, assumptions and timetablesManage expectations proactively

8. Manage target measuresMonitor the actions and results of the tactical plans versus target measures:

» To see if tactics will achieve the strategic goals» To establish how efficiently the organization is operating» To identify any weaknesses and opportunities that may be present

9. Analyze the resultsTo see where the variances are and to decide on what to do about them

» Review budget submissions» Review actual results

10.ForecastTo see if the target measures set over time are still on course to be achieved

11.Provide a feedback loopProvide a feedback mechanism specifically aimed at 'how the targets can be improved'

12.Re-align operationsMake adjustments in operational budgets, processes, people & technologies as needed to achieve desired strategic goals


» Oracle CPM products and solutions make enterprise-wide strategic, financial and operational planning, budgeting, forecasting, financial consolidation, reporting, and analysis easier, faster, more accurate, and more useful. These solutions enable organizations to:

» Align operations to strategic goals » Report financials» Monitor measures

…using near real-time business dashboards, which are available through the Daily Business Intelligence application and extensible through Oracle Balance Scorecard & Oracle Enterprise Planning and Budgeting applications

» Oracle Corporate Performance Management (CPM) - Footprint» Daily Business Intelligence» Balance Scorecard» Activity Based Management» Enterprise Planning and Budgeting

CPM on

Activity Based Management (ABM) Balanced Scorecard (BSC) Customer Data Hub (CDH)Daily Business Intelligence (DBI) Demand Planning (ODP) Enterprise Planning and Budgeting (EPB)Financial Analyzer (OFA) Financial Consolidation HubGlobal Consolidation System (GCS)Marketing (OM)Performance Analyzer (PA) Public Sector Budgeting (PSB)Sales (OS) Sales Analyzer (OSA)

eBusiness Suite

CPM

Activity Based Management (ABM) Balanced Scorecard (BSC) Customer Data Hub (CDH)Daily Business Intelligence (DBI) Demand Planning (ODP) Enterprise Planning and Budgeting (EPB)Financial Analyzer (OFA) Financial Consolidation HubGlobal Consolidation System (GCS)Marketing (OM)Performance Analyzer (PA) Public Sector Budgeting (PSB)Sales (OS) Sales Analyzer (OSA)

eBusiness Suite

CPM


NaviSite Corporate Performance Management Cycle on Oracle

Goals

Strategy

Monitor

Report

AnalyzePlan

Measure

What are the Organization Short & Long term Goals?

How will the organization Achieve its Objectives?

How will the organization Align its objectives and quickly respond to external and internal events?

How will Key Performance Indicators (KPIs) be used to model and measure success?

How will timely and relevant information be delivered to the appropriate decision makers?

How will the organization evaluate the impact of “what-if” scenarios?

How will the organization provide ongoing, consolidated financial & operational reporting?

Deliver

BalancedScorecard

(BSC)

Enterprise Planning& Budgeting

(EPB)

Daily BusinessIntelligence

(DBI)

Discoverer

Portal

Completely integrated and automated360 ° view of the Enterprise PerformanceSingle source of truth - rules and dataFiltered and summarized informationInsight-driven analyticsGuided multi-dimensional analysisActionable business activity monitoringOn-demand, drill-to-detail accessCollaborativeWeb-based architecture


CPM on

» PeopleSoft Enterprise Performance Management (EPM) offers performance management solutions for every budget and every phase of the management cycle, helping managers formulate strategies for profitable growth, align strategies with operational plans, actively monitor day-to-day operations, and collaborate across the enterprise. The complete EPM solution consists of the following key elements:

» Performance Management Warehouse» CRM Analytics» Financial Analytics» Supply Chain Analytics» Workforce Analytics» Industry Analytics

» NaviSite has PeopleSoft experience in large complex implementations, as well as smaller rapid deployments. Our EPM experience is diversified, as it includes activity-based management, workforce analytics, workforce scorecard, budgets and more


CPM on

» From improving win rates in sales, to optimizing supplier performance in operations and enabling finance to pinpoint the drivers of profitability and accelerate cash flow, Siebel Business Analytics applications reveal the interdependencies between organizational functions. They provide unmatched insight across your value chain that translates into increased revenue, lower costs, and better business results. Siebel's comprehensive analytics applications include:

» Enterprise Sales Analytics » Enterprise Contact Center Analytics » Marketing Analytics » Supply Chain Analytics » Financial Analytics » Workforce Analytics

» NaviSite has Siebel experience in large complex implementations, as well as smaller rapid deployments. We provide our clients with a BI solution that meets their end-user criteria, technical requirements, and business needs


Experience in Implementing Oracle CPM solutions


Some useful information on NaviSite CPM Solutions

» NaviSite Professional Services (http://www.navisite.com)» NaviSite Business Intelligence Services – a data sheet on NaviSite business intelligence

solutions and services» Managing Corporate Performance - Through Business Intelligence from Strategy to

Execution - A holistic approach by NaviSite, Inc. – a white paper

» Contacts

Visit booth # 20 for more information

NaviSite, Inc2720 Zanker RoadSan Jose, CA 95134Phone: 408-965-9000Fax: 408-965-9201


Question & Answer

Documents

Partnership for Success Bridging the Gap – Strategy to Execution 24 th January 2006 NorCal OAUG 2006 Training Day