DPMX Trial User Guide. A Cloud-based, On-demand Portfolio Analytics System

Transcription

1 DPMX Trial User Guide A Cloud-based, On-demand Portfolio Analytics System

2 DPMX Trial User Guide Accessing your DPMX Trial To access your DPMX trial: Open a web browser and go to: dpmxtrial.syncopation.com Enter the Username and Password contained in the with the subject Your 30-day DPMX Trial Code to login to the DPMX System

3 DPMX Trial User Guide - Overview You are now logged in to the DPMX Portal a web app that serves as the hub of the portfolio system. Initially, the Projects tab will be displayed. The DPMX Trial User Guide will assist you in completing the following basic tasks within the DPMX system: 1. Check Out a Project 2. Edit a Project 3. Check In a Project 4. View Reports 5. Create a New Project 6. Create a New Report 7. View Revision History for a Project

4 DPMX Trial User Guide Check Out a Project To check out a project: Select the Projects tab Select one or more available project(s) by checking its box in the Select column Click the Check Out button Save the file to your local machine Open the file in Excel : If you check out a project(s) erroneously you can select the applicable project(s) and click the Undo Check Out button. The selected project(s) will be immediately checked back in to the DPMX System with no changes so that others may check it out. Note: if you check out multiple project at once, the projects will be downloaded in a single zip file and will have to be extracted before opening.

5 DPMX Trial User Guide Check Out a Project After checking out a project, you'll see on the Projects tab that its status has changed from Available to Checked-Out. This indicates that the project is locked in the system -- ensuring no simultaneous edits will occur. : You can download and view the latest revision of any project (Available, Locked, or Checked-Out) by selecting the project(s) and clicking the Download Copy button. You will not be able to edit the project. : You can lock a project by selecting the applicable project(s) and clicking the Lock button. To unlock, select the locked project(s) and click the Unlock button. Locking a project prevents anyone from editing it. Typically this functionality would be reserved for an admin user.

6 DPMX Trial User Guide Edit a Project To edit a project: Edit the applicable blue shaded input cell(s) in the Excel file Save the file to a convenient location for check-in Project data is edited via an Excel template. Editing a project is the same as editing any Excel spreadsheet. Shaded cells are linked to DPL, the analytic engine behind the DPMX system. Editable in template; saved to database Input Blue-shaded cells contain inputs (costs, timing, probabilities, etc.) that can be edited. These values will be uploaded to the database upon checking in the template. Editable in template; not saved to database Decision Switch Yellow-shaded cells contains flag values that correspond to decision alternatives. Uncertainty Switch Green-shaded cells contains flag values that correspond to uncertain outcomes. Not editable in template Parameter Calculations Gray-shaded cells contain portfolio wide parameters (Ex., Discount rate, Start year) Unshaded cells contain values not linked to DPL, calculations and formulas

7 DPMX Trial User Guide Check In a Project Once you've entered and saved changes, you'll need to check the project back into DPMX. DPMX uploads the data to the central portfolio database; timestamped, revision tracked and linked to the user who checked it out. To check in a project: Select the Check-in tab you'll see a list of projects you have currently checkedout Under Workbook click the Browse button and select the updated template file Optionally add comments and click the Check-In button DPMX will re-evaluate the portfolio regularly to capture updated projects and store portfolio analysis results for on-demand access to graphical and numeric reports.

8 To view reports: DPMX Trial User Guide Viewing Reports Click the Reports tab initially a Risk/Reward chart is displayed Use the drop-down menu to view the desired report : You can download the underlying data for the report displayed for further analyses via the Download Data button. The file is a comma separated value file for easy load into Excel and other applications. : You can hide project(s) or categories of projects from the active report by clicking Project Selection to maximize the form and un-check project category(s) or individual project(s). Click a project category (Ex: Final Design) to view the projects within it.

9 DPMX Trial User Guide Viewing Reports Productivity Ratio Chart Project Value Range Chart Note: Hovering your mouse cursor over a point brings up a tool tip that provides the data underlying that particular point.

10 DPMX Trial User Guide Viewing Reports Risk Profile Chart Time Series Percentiles Note: Some reports, like the Risk Profile and Time Series Percentiles above, display data for a single project. The Project drop-down can be used to change which project is displayed.

11 DPMX Trial User Guide Creating a New Project To create a new project: Click the Admin tab - the Projects tab is active Use the form at the bottom of the page to create a new project. You must specify the following: Name Template (there is only one template in the trial system) Business Class/Project Type/ Stage Optionally choose to populate the project template with data from a file on your hard disk Click the Add button to add the new project to the portfolio Note: If you choose Create with Initial Data From File the file must be an Excel file with the same structure as the specified template.

12 DPMX Trial User Guide Creating a New Project Note: If you choose not to copy the initial data from a file, the project created will have no data in the template when first checked out. To enter/edit data for a new Project: Click the Projects tab Check out the new project as described on Slide 4 Enter/edit the data in the shaded inputs cells and save it Check the template back in to the DPMX System as described in Slide 7

13 DPMX Trial User Guide Creating a New Project Assume there is a new project, Beam, that needs to be added to the DPMX system. It's been suggested to use the UPD project template to source the initial data for Beam's project template. To set up the initial data source file: Click the Projects tab Select the UPD project and click the Download a Copy button - Be sure to save the file to a convenient location you'll be using it to populate the initial template for Beam To create the new project with the UPD source file: Go to Admin Projects and use the form at the bottom of the page to name the project, specify a template, and assign it project categories as shown below Under Create with Initial Data from File, click the Browse button and choose the UPD project template saved above and click Add

14 DPMX Trial User Guide Creating a New Project To edit the project data for Beam: Check-out the Beam project template via the Projects tab Beam's project data initially will exactly match that of UPD's Make edits to the blue input cells Save the file to a convenient location for check-in Initial Data for Beam Check the Beam template file back into the DPMX system Updated Data for Beam After the next re-evaluation of the portfolio, you can check the reports to ensure that the new project with updated inputs has been captured and stored in the system.

15 DPMX Trial User Guide Creating a New Report A wide variety of custom reports can be generated via the Admin Reports page. Assume you'd like a Bubble chart that shows the same values on the x- and y-axis as the default Risk/Reward chart (Expected NPV Given Success and the Probability of Success, respectively) but with the bubbles sized by Productivity Ratio. To create this custom report: 1. Click the Admin tab, then the Reports link 2. Keep the Type as Bubble 3. Name the chart "Risk/Reward & Productivity Ratio" (without the quotes) - this is required and will be used in the reports drop-down 4. Keep the Chart Layout and Vector Data settings as they are 5. Optionally change the Palette and add Chart Titles/Subtitles

16 DPMX Trial User Guide Creating a New Report To create this custom report (cont.): 7. Supply the Axes labels and format within the Axis Data section as shown at the right 8. Specify the data to be included in the chart within the Data Points/Series section as shown at the right 9. Click the Create button

17 DPMX Trial User Guide Creating a New Report The report is generated and you'll be taken to the Reports tab to view it. To make edits to a custom report: Click the Edit Reports link This will bring you back to the Admin Reports page to make edits to the report's settings. : When editing an existing report, notice that the Create button has reverted to Save. The Save button saves any changes made to report settings, regenerates the report, and displays it. : The Revert button reverts report settings to their original state i.e., back to a blank form when initially creating a report or to the original settings for an already existing report. : The Cancel button discards any changes made to the report settings and brings you to the reports tab if no custom chart has been created or back to the custom chart you were editing.

18 DPMX Trial User Guide Creating a New Report Create a column chart that displays Expected Development Costs and Expected Development Costs Given Success for each project on a single chart. To create this custom report: 1. Go to Admin Reports 2. Set Type to Column and keep the Options set to No Stacking 3. Provide a Name for the chart 4. Set Chart Layout to Create a point per project 5. For Vector Data select Use only first element 6. For the first series select "exp_dev_costs" from the drop down 7. Click the New Series button and select "exp_dev_costs_given_succ" for the second series 8. Fill in the Axis Data and Series Name as shown 9. Click the Create button Setting Vector Data to the first element only allows you to include multiple scalar values per project to the report.

19 DPMX Trial User Guide Creating a New Report The column chart generated has a point per project with two bars per point as shown at the right. If you had created a series per project instead, the chart would have had two points with a different bar for each project as shown below. A Series per Project A Point per Project

20 DPMX Trial User Guide View Revision History To view revision history for a given project: Select the Projects tab Click the project name for which you'd like to review the revision history The project's current status is displayed at the top. Below this is a listing of all previous project revisions along with the date the project was checked in, the user that it checked in, and any check-in comments. : You can select one or more of the previous revisions listed and click the Download button to download and view previous revisions of the project template.

21 DPMX Trial User Guide Appendix: DPMX Portfolio Analytics Overview

22 DPMX Trial User Guide - Appendix The History: DPL Portfolio & DPMX For 15 years DPL Portfolio has served pharmaceutical organizations as a desktop analytical engine integrated into a broader portfolio decision support system. We've extended the functionality of DPL Portfolio in order to provide organizations with a complete portfolio analysis, reporting and data management system. The end result is DPMX, which brings together: DPL Portfolio, as the analytical backbone Excel spreadsheet valuation A central intranet portal with client-side reporting and data management tools

23 DPMX Trial User Guide Appendix DPMX delivers on the 4 Pillars of a Successful Portfolio Management System: 1. Coherent project evaluation methodology 2. Flexible, efficient analytics for getting results 3. Compelling, convenient graphical results 4. Data management tools that expedite processes and reduce errors

24 DPMX Trial User Guide Appendix Coherent project evaluation methodology Project Templates: The project template defines the specific data requirements and evaluation particulars for the projects in the system. A project template consists of two items: 1. An Excel spreadsheet A cash flow Excel spreadsheet provides the valuation model for the projects It is a "real" spreadsheet you can look at the formulas, enter data, and see how the results change in real time

25 DPMX Trial User Guide Appendix Coherent project evaluation methodology 2. A DPL model A DPL model is a flexible, intuitive Influence Diagram/Decision Tree combination: The Influence Diagram graphically depicts the main factors and their relationships The Decision Tree describes the timing and structure of the decisions and uncertainties A DPL model template displayed in DPL Portfolio

26 DPMX Trial User Guide Appendix Coherent project evaluation methodology More on DPL model templates: A class of projects are represented by a DPL model template: Multiple datasets are fed to each template model Projects with the same key decisions and uncertainties can be represented by a single model template Yet, not every project has to fit the mold: Unlimited customization is available for critical and/or one-of-a-kind projects

27 DPMX Trial User Guide Appendix Flexible, Coherent efficient project analytics evaluation for getting methodology results DPL Portfolio, The Analytical Engine of the DPMX System: Under-the-hood, DPL Portfolio calculates base case, given success, and expected metrics for each project in the portfolio based on the uncertainties within the Excel valuation models. aggregates project level results to provide metrics for the overall portfolio, providing the portfolio-wide metrics used to evaluate projects and calculate overall results. The riskiness of a given project is an output of the system not a back-of-the-envelope guess entered into the system.

28 DPMX Trial User Guide Appendix Coherent project evaluation methodology Compelling, convenient graphical results DPMX's central database stores portfolio analysis results, delivering on-demand access to a complete suite of outputs via an intranet portal.

29 DPMX Trial User Guide Appendix Coherent project evaluation methodology Data management tools that expedite processes and reduce errors The Managed Spreadsheet Approach: DPMX steps around the Excel/system tradeoff by using Excel for cash flow calculations and for data entry but not for data management and storage. Data entry in an Excel environment provides a familiar user interface and real time feedback of project valuation metrics which increases ownership and reduces errors. Administrative users can define granular levels of read and/or write user access for project inputs and analytical results at the project, business unit or portfolio level.

30 DPMX Trial User Guide Appendix Coherent project evaluation methodology Data management tools that expedite processes and reduce errors The database is the central repository for the DPMX system, and is used for storing inputs to the system as well as portfolio analysis outputs from DPL Portfolio. When a template file is checked back into the DPMX intranet portal, the project data is stored in a database, timestamped, and linked to the user who changed it and DPL Portfolio regularly re-evaluates the portfolio -- so analysts can maintain focus on what matters most: Managing the portfolio to create value!

31 DPMX Trial User Guide Appendix Coherent project evaluation methodology DPMX offers the best of both worlds A full-featured Decision Tree/Influence Diagram tool for flexible modeling A familiar Excel environment for the interface and cash flow calculations and A version-tracked, centralized database system in the back end Browser based access to manage project data and view a complete suite of convenient results

32 DPMX System Overview Revision tracked dataset Portfolio structure Excel Inputs Project data DPMX Portal Reports & charts DPL Analytics Project data & metrics Database (Oracle, MS SQL Server, etc.) Template Model(s) (DPL Decision Tree + Converted Spreadsheet)

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