Performance Management

1. Performance Management Introduction to Microsoft PerformancePoint Server 31st January, 2007

2. AGENDA introduction to IMGROUP performance management challenges Microsoft Office PerformancePoint Server • architecture • capabilities • value proposition IMGROUP implementation approach RapidStart offer

3. About Information Management Group provide strategies, services and solutions that help our customers improve business performance Microsoft Global Partner of the Year for three consecutive years: 2005, 2006, 2007 member of Microsoft’s Advisory Council very active with Microsoft PerformancePointprogramme since the beginning, with clients across different industries

4. Some of IMGROUP’s Clients

5. Business Performance Management - Definition A framework that optimises the execution of an organisation’s strategy. It comprises a set of integrated processes, supported by technology that enables organisations to set, communicate, monitor, measure, and manage performance against targets.

6. Performance management cycle objectives revise objectives model data performance review plan execute

7. Key elements of performance management Process perspective

8. Performance Management Challenges Systems perspective

9. Personal, Team, Organizational BI Empowered Aligned

10. Planning processes Functional capability • financial modelling: capacity/demand/productivity/costing • embrace local spreadsheets for detailed what-if plan preparation • data input validation, approval and security Process support • workflow to manage collaboration • capture assumptions, commentary, discussion threads and adjustments • support top-down, bottom-up & middle-out scenario management • collaboration vertically up and down reporting lines • collaboration on performance themes across departments and lines of responsibility devolved and collaborative planning

11. Planning iterations Simple version!

12. Microsoft Business Intelligence Offering

13. BI Information is used in four main ways… • Plan • Monitor • Report • Analyze

14. Overview of PerformancePoint Server Architecture Planning Business Modeler PerformancePoint Add-in for Excel Performance Point Server Dashboard PerformancePoint Planning Server Business definitions for data views, workflow, and security Predefined business and financial intelligence Metadata Applications Models Model Associations SQL Server 2005 PerformancePoint Server Client SAP Siebel MBS Oracle PeopleSoft Custom

15. PerformancePoint Server Functional Architecture PerformancePoint Planning Server Process control versioning security PerformancePoint Planning Business Modeler Excel application integration. including data entry and report design Rich, predefined financial and application intelligence Financial modeling PerformancePoint Models Business driver-based modeling Revenue modeling Production and supplier modeling Organization and HR modeling

16. Application Application Application PerformancePointServer: application user roles Analyst Contributor/Approver Administrator PerformancePoint Server Report Consumer Enterprise Data

17. Connecting Self-Service BI and Performance Management Why Business Users Love Excel: What PerformancePoint and SQL Server Bring: Familiar Powerful Flexible Where they work and collaborate Collaborative BI Links to an organizational model Security Trust Scale Creative & agile Contextual & accountable

18. PerformancePoint Server Application Components FX Rate Revenue Assumptions Consolidation Account CORPORATE Root Site Entity Scenario Time Product Division Subsite Models Dimensions Forms Account OPEX Entity Approver Scenario HR Analyst 1 Time Product Analyst 2 Revenue HR Assignments Dimensions Business Roles Models Cycle

19. Scorecard Presentation

20. Centralised, process-specific BI systems consolidated financialbudgets, reports monthly dimensional KPI reporting planning, budgeting operational systems

21. Collaboration, organisation-wide wheels within wheels PerformancePoint Server models planning measures departmental datamart departmental datamart departmental measures organisationalmeasures local unit Local unit

22. PerformancePoint Server value proposition Broad capability with low cost per user

23. The IMGROUP Process - PIMS The process needs to be iterative, as performance measures are refined and cascaded down to local/specific measures

24. The Process - Vision Determine the organisation’s objectives from the performance management process Review current systems and processes Identify key performance measures Decide on performance improvement priorities Outline content and frequency for review Secure sponsorship for each measurement area Identify the scope of the initial performance reporting implementation Process

25. PerformancePointRapidStart A working application in 3 days! • Day One Tailored overview of Microsoft PPS 2007 Identify business area, focus and scope of activity • Day Two Capture business definitions for chosen area Build PPS business model using real data • Day Three Demonstrate working application Demonstrate key aspects of data capture, planning, budgeting, consolidation, reporting and dashboard creation Present recommendations Closing workshop 

26. Questions