IBM Lotus ActiveInsight Performance Dashboards

Transcription

1 IBM Lotus ActiveInsight Performance Dashboards Hindsight is Not 20/20 When it Comes to Business Performance 2006 IBM Corporation

2 Legal Notice IBM Software Group Lotus software The information contained in this presentation is provided for information purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this presentation, it is provided as is without warranty of any kind, express or implied. In addition, this information is based on IBM s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this presentation or any other documentation. Nothing contained in this presentation is intended to, nor shall have the effect of, creating any warranties or representations from IBM (or its suppliers or licensors), or altering the terms and conditions of the applicable license agreement governing the use of IBM software. Trademarks The following terms are trademarks of the International Business Machines Corporation in the United States, other countries, or both: Eserver ibm.com Domino Dynamic Workplaces DB2 IBM Lotus Notes Lotus Notes SecureWay Tivoli WebSphere Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. Other company, product, and service names may be trademarks or service marks of others. 2

3 Is Your Organization Performing to its Potential? 9 out of 10 Are Not The prize for closing the performance gap is huge an increase of anywhere from 60% to 100% for most organizations Where Performance Losses Occur Harvard Business Review * Copyright *Michael C. Mankins 2005 and Harvard Richard Steele, Business Turning Great School Publishing Corporation. All Rights Reserved. Strategy into Great Performance, Harvard Business Review, July-August Copyright 2005 Harvard Business School Publishing Corporation. All Rights Reserved. 3

4 How Your Industry Peers are Responding Not surprisingly, the dashboard and scorecard segment is on fire. As companies strive to expand the use of PM across the business, dashboards are appearing in all manner of forms, from dedicated products to components of other applications. John Hagerty, VP Research AMR Research AMR Research Reports Performance Management Spending Will Near $23B in 2006 Organizations spent $5.2 billion on performance dashboards and scorecards in 2006 up 26% from

5 Executives Today Are Under Constant Pressure to Improve Decision Quality Improve decision making with consolidated, timely, contextual data Alert managers to deviations, averting potential problems Facilitate management by exception Speed Decision Execution Focus teams on key business objectives Eliminate manual processes / reduce data inaccuracies Improve transparency in the organization More interactivity to accelerate problem resolution Monitor and Improve Daily Operations Provide better customer/partner service Improve supply chain effectiveness / visibility Maintain compliance to industry and regulatory mandates As many as 70% of CEO failures result not from a poor strategy, but from a lack of execution* * Fortune Magazine, Why CEO s Fail, Ram Charan and Geoffery Colvin, June 21, 1999, p

6 But Are Still Relying on Spreadsheets. Where are Companies Managing Performance Data Today? Spreadsheets, Presentation Files 50% of companies today are managing performance data in spreadsheets* Hidden Costs, Risks Change Management Who has the official latest version? How many spreadsheets have to be updated when a KPI changes? How responsive can the organization be to change? Information Visibility and Transparent Insight How long does it take to scrub and present data? Does management have real-time visibility into the latest performance status of an objective? Is there a single source of truth? Margin of Error Inherent in manual data input and manual spreadsheet routing How long does it take to recreate lost or erroneous data? Knowledge Retrieval How is information shared in a decentralized organization? * Source: BSCOL Member Survey, Spring

7 as Demand Grows for Real-time Insight Instantaneous need for information increased almost 3X from 2002 to 2006 Obtaining the information to make executive decisions can be time consuming and costly Diverse data sources Manual, inefficient, time-consuming processes (e.g., sifting through reports, spreadsheets, etc.) Finding the information often requires the specialized skills of a business analyst or IT programmer Poor data quality / inaccuracies 7

8 The IBM Performance Dashboard Solution 8

9 The IBM Performance Dashboard Solution The most effective way to link corporate objectives with relevant business information Drive Alignment around a common, visible set of performance goals Automate today s manual or resource-intensive processes with personalized, graphical UI tailored to each job role Access performance information wherever it resides with integrated, real-time views Take Action Intuitive views enable proactive response to issues via WebSphere Portal s rich collaboration and workflow integration Cut Costs using rapid assembly tools that dramatically cut the time, cost and skills required to build dashboards 9

10 Drive Alignment and Accountability Graphical UI instantly shows areas that need attention Shows dependencies and potential performance gaps Clarifies goals, targets and measures for an organization and the individual Assigns concrete, measurable targets at all levels of an organization 10

11 Link Real-time Key Performance Metrics to an Organization s Goals and Objectives Drill down for additional insight and information about an objective Status Map Dashboard Drill Down 11

12 Automate Manual Processes with Customized and Secure Role-Based Views Sales Vice President Alerts personalized Regional Mgr Data filter adapts Local Sales Mgr Graph displays revenue for selected office Scorecard shows regional info only Scorecard shows office info only 12

13 Access Information Wherever it Resides Based on an Open Standards, Services Oriented Architecture Web Service SAP SAP, Siebel Pre-built extensions help organizations leverage data and processes from diverse systems and sources Real-time, integrated views display in a context the end can easily respond to Use one data service to drive display of multiple portlets Domino Siebel Deliver SOA-based, composite views dynamically without additional coding! Reuse existing assets Reuse same UI with different data services 13

14 Proactively Respond using Actionable Dashboards JK Enterprise Pipeline (WW & Geo) Worldwide Pipeline Growth Intuitive interface lets you see and respond to performance trends before they become severe Built In Real-Time Collaboration Be alerted to issues via pager, mail or SMS Respond to issues or alerts in real-time with built-in collaboration Use annotations to provide added details Automate ongoing tasks with the Portal Workflow Builder 14

15 Leverage the Industry s Leading Portal Platform The Open Standard, Scalable, Reliable Solution Market Share Leadership #1 in Enterprise Portal Software Market Share (Gartner May 2006) Worldwide leader in the enterprise portal software market four years running, with double digit growth from 2004 to 2005 (IDC July 2006) Over 4000 customers worldwide Award Leadership Recognized leader by Gartner, Meta, Seybold Intelligent Enterprise Readers Choice Award winner InfoWorld Readers Choice Award winner eweek s Excellence Award winner XML Journal Readers Choice Award winner JavaPro: Best Java Enterprise Portal Partner Leadership Integrate with existing systems using over 600 IBM Business Partner solutions in the public WebSphere Portal Catalog Computer Reseller News Channel Champions Award 15

16 Make Information Available to a Wider Audience Dynamically presenting information it in the context of user role and aligned with their work commitments beyond the financial analyst My role base workplace Scorecard Dashboards Work Team Welcome John Jones Enterprise Apps SAP Oracle Siebel drill down data Dashboards Dashboards Dashboards BI Systems OLAP / Cubes Warehouse / Mart A role based workplace which integrates relevant metrics into the context of the agreed-to objectives and business initiatives. Leverage the strength of an open-standards portal environment to deploy solutions BPM Process Engines Monitors Other Domino Databases Microsoft 16

17 Why Companies Choose IBM for Performance Dashboards Market-leading, Standards-based Platform Presentation Layer - Multi-source Data Integration Lotus ActiveInsight Excel WebSphere Portal (Collaboration, security, user mgt) Service Oriented Architecture (reuse, flexibility) Deep Portal Experience Action-Oriented Dashboards Rapid Time-to-Value (automation) Metrics / KPIs Collaboration Business Processes 17

18 Success Stories 18

19 TransAlta: Plant Dashboard Ensuring Environmental Compliance Profile One of Canada s largest non-regulated electric generation and wholesale marketing companies Challenges Provide real-time KPIs of plant operations Ensure compliance to stringent environmental requirements (emissions, greenhouse gas) Surface data from Oracle, Siebel, SAP, Domino Solution Real-Time Emissions Dashboard for proactive operations management and problem resolution Role-Based views and alerts for Executive, Plant Manager, Environment and Safety, Operator Significantly improved productivity, plant operations and regulatory performance TransAlta Customer Webinar Replay: 4F2E795B4A2503BA70F0C6824&eventuserid=

20 Abbott Labs: Executive Dashboard Eliminating Latent Excel Reports Pharmaceutical Products Division Profile Fortune 100 Company, $19B+ in Revenue Challenges Weekly and Monthly performance tracking reports were built in Excel and PowerPoint, then ed to 300+ users. Inconsistent metrics and formats across the reports no integrated view of performance across the division Highly manual process with room for error Little security around access to data Results Productivity: Easier to access and interpret the data or trends through graphical UI Higher Information Quality: enhanced through the on-line audit & approval process. Economic solution to and data archiving. Integrated key performance indicators across the products. Data is secure, and visibility can be changed through role-based user groups Abbott Customer Webinar Replay: DC&eventuserid=

21 TransMontaigne Sales and Customer Reporting Dashboard Profile Supply chain and distribution services for oil, gas and chemical products Revenues of $8B+ Challenges Sales and Marketing spent hours per day gathering data to respond to customer requests Finance personnel spent too much time/effort gathering, analyzing and reconciling billing info Only business analysts could manually create new reports Disparate information in custom DB2, SAP and Oracle applications Results Increased Revenue: Visibility and access to customer, product, service and sales information. Fewer missed or under-billed situations Operational Efficiency: Eliminate manual report creation, speed response to customer inquiries Improved Decision Making: Immediate access to accurate, transactional information and alerts of issues when they happen Accelerated ROI: Existing RPG developers able to learn and deliver dashboard in 3 weeks Next Step: A Customer Self Service dashboard for even greater efficiency and cost savings 21

22 Boliden Balanced Scorecard Dashboard Profile Third largest copper and zinc producer in Europe Focus on initial stages of the processing chain exploration, mining, smelting, recycling 4500 employees and $5 billion annual turnover Adopted Balanced Scorecard to drive performance and competitive advantage Challenges Needed effective communication tool to help employees understand their role and how they contribute to company value Needed to automatically access performance information from a range of systems and data sources Results Piloting personalized performance dashboards that help employee understand their role in company success Web Services allow Boliden to access and show real time status of objectives Web application reinforces goals to employees daily. Visibility increases their motivation to perform Graphical UI and collaboration of IBM performance dashboards helps drive adoption 22

23 IBM CFO Dashboard A Secure, Central Source of Truth Profile Chief Financial Officer and staff of > $1Billion Software Group Division Team uses complex spreadsheet formulas output to monthly batch reports. Challenges Productivity drain. Staff repeatedly asked to provide financial performance information Data sensitivity due to reporting blackout periods Lack of consistency. Each geography pulls different views of the data. Results Consistency: Common views across geographies and product lines, faster response time Security: Access controls grant privileges based on user role Visibility: Broader access reduces the number of incoming questions Productivity: Finance staff can now focus on analysis versus having people be the data repository Self Service: Users can update dashboard data when they need, without the need to call IT 23

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