WebFOCUS Performance Management Framework

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1 Information Builders helps organizations transform data into business value. Our business intelligence, integration, and data integrity solutions enable smarter decision-making, strengthen customer relationships, improve performance, and drive growth. WebFOCUS Performance Management Framework Understand, Align, and Optimize Performance Across the Enterprise Modern business intelligence (BI) tools deliver insights from a wide variety of data sources. To truly leverage these new insights, you must be able to act on them in a way that promotes the successful achievement of management goals. The WebFOCUS Performance Management Framework (PMF) from Information Builders is a set of business-level tools that improve the way you run your department or division or even your entire business. It enables the management of three critical elements of the performance execution cycle: Strategy Select, organize, and align your goals and objectives Metrics Determine the percent achieved towards an objective Actions Define the initiatives and projects designed to fulfill goals and objectives WebFOCUS Performance Management Framework PMF goes beyond BI and analytics by supporting the strategic planning and execution process from end to end. Your organization can create comprehensive strategy maps and then align those strategies with corresponding objectives, risks, and consequences into a visual representation. Metrics can be aggregated into scorecards and assigned to goals, with projects, roles, and tasks directly linked to those goals and metrics. With PMF, you can become a better leader, with support for strategy and execution and a visual structure and discipline that guides you throughout the process. The WebFOCUS Performance Management Framework allows management to create, refine, and manage strategy. WebFOCUS iway Software Omni

2 Built on the WebFOCUS BI and analytics platform and certified by the Balanced Scorecard Collaborative (BSC), PMF empowers stakeholders at all levels to actively participate in performance initiatives, tracking the status of high-level objectives and then securely drilling down to detail data to understand the factors that influence performance. They can also schedule alerts, perform cause/effect analysis, view performance trending, and more. Our measures are tied to our strategic plan and are reflective of key work processes and regulatory and customer requirements. PMF has been a huge improvement for our performance measurement system. Aimee Kaslik Performance Administrator City of Irving, Texas With WebFOCUS PMF, you have a cost-effective, easy-to-deploy way to tap into the value of your existing assets, and leverage insights to encourage performance-enhancing behavior across your organization without disrupting operations. Key capabilities of PMF include the ability to: Leverage an agile self-service performance solution for business users Build strong alignment between strategies and operations, creating a smooth path to performance execution Gain deep insight into performance, and the factors that impact it, with advanced analytical tools Enhance communication and collaboration by making it fast and easy to publish and share details about strategies, goals, initiatives, and metrics Balance performance, risk, governance, and compliance Empower business users at all levels to engage in performance management, with minimal IT involvement Strengthen relationships with your customers, suppliers, and business partners by making them a part of the performance management process Goals can be organized into groups, in this case as a balanced scorecard.

3 Strategy Intuitive tools and capabilities make it easy to create, refine, and manage your strategy. High-level goals and strategic business themes can be defined and then closely aligned with indicators, processes, projects, and owners using adjustable weights, thresholds, tolerances, and cause/ effect linkages. These alignments can be prioritized and changed in real time, with the results immediately available in all related content and metrics. Intuitive dashboards allow your executives to monitor strategic goals and perspectives, while onebutton publishing of Executive Booklets in Adobe PDF, Microsoft PowerPoint, and other popular formats enables rapid sharing of information about current strategies, goals, and initiatives among all your stakeholders. Users can create custom dashboards of key performance indicators. Metrics WebFOCUS PMF facilitates positive behavior changes with clear indicators that consume data from any source, to measure individual and group contributions to business performance. Users can seamlessly drill from strategic goals to detailed metrics and source transaction systems. Pre-built dashboards, grids, graphs, sparklines, and other analytical tools provide an at-a-glance status of performance, making it easy to identify underperforming areas or activities that require immediate attention. Metric booklets can be quickly published or scheduled for distribution to provide an upto-date status of each metric currently being monitored that can be easily shared with others. Key performance indicators (KPIs) can also be blogged, so users at any level of accountability can participate in meeting related progress goals.

4 Projects and actions can be incorporated into the performance model. Action PMF can drive behavior and promote action by engaging others in changing operational outcomes. This is done via tasks, alert threading, collaborative feedback loops, and discussion groups. Alerts can be set up to run automatically when certain conditions are met, and forwarded with comments when a course of action has been determined. Users can also share their ongoing feedback about metrics and their status to ensure that everyone knows what role they play in achieving peak business performance and how well they are reaching their individual objectives. Product Highlights A Complete Solution All users, from executives to operational workers, have access to everything they need to manage strategies and objectives, measure progress, and take action to drive higher levels of performance. PMF can even be deployed to customers and business partners, so all stakeholders can play a role in performance management and improvement. Rapid Deployment PMF offers direct integration with existing operational systems and easy mapping of source data to strategic information, combined with user-friendly setup wizards and a portfolio of more than 100 pre-build templates, reports, graphs, and metrics. This minimizes development time to get you up and running in just weeks. Maximum Usability A modern, intuitive user experience encourages engagement and participation among stakeholders at all levels of the organization, from executives to analysts and business users. Mobile, portable metric dashboards allow remote users to engage in performance tracking and enhancement. WebFOCUS PMF is available in Spanish, French, German, Japanese, Chinese, and Brazilian Portuguese, with full support for Unicode data.

5 Extensive Personalization Intuitive drag-and-drop assembly and the ability to use both pre-built and custom components lets business users easily create and configure their own dashboards and mashup applications, manage their own preferences, and customize the way they view and interact with performance data without relying on IT for support. This means everyone can participate in the performance management process by tracking the goals and metrics that are most relevant to them. PMF has a powerful charting engine for advanced analytics. Advanced Analytics PMF exploits the powerful WebFOCUS BI and analytics platform to deliver extensive analytics and charting. Out of the box, PMF includes powerful analysis and discovery tools, including predictive analytics, trend monitoring, correlation and outlier views, and an extensive library of pre-built dashboards and reports. These give analysts and power users the ability to assess current and future performance. Custom queries and visualizations can also be created. In-Document Analytics PMF includes a patented capability called Active Technologies, which combines data and interactive controls into a single self-contained HTML file. Active Technology reports, charts, and dashboards deliver analytic capabilities in a completely portable and disconnected environment. We call this In-Document Analytics. By simply opening a web browser on any computer or mobile device, users can access a convenient, secure, and highly intuitive analytical document through which they can explore and interact with data. They can chart, sort, filter, highlight, calculate, roll up, and pivot information at any time, without ever touching Excel. A PMF user can also deliver a performance report or series of charts to the organization or team, so recipients can explore the data for themselves, without ever needing a connection to a server.

6 Find Out More To find out how we can help your company succeed, talk to your local Information Builders representative today. Visit us at informationbuilders.com, or in the U.S. and Canada, call (800) To improve your skills with our solutions, visit education.ibi.com. Unmatched Agility Because it s built on flexible and agile tools, strategies, targets, and action plans, WebFOCUS PMF can support any horizontal process (finance, sales, call center, human resources, etc.), vertical industry (manufacturing, retail, state and local government, healthcare, etc.), or meta-horizontal discipline (risk management, portfolio management, etc.) and be easily changed as business conditions shift. It also supports all leading scorecard and business methodologies. Broad Data Reach Access to more sources than any other solution in the industry, including budgeting and planning applications, and third-party project and process management systems, allows you to monitor and manage any metric, regardless of its origin. WebFOCUS PMF also works seamlessly in big data environments. Effective Risk Management Areas of measurement that represent specific threats can be indicated as risks and linked to metrics that display risk status. Multiple causative risks can then be linked into a group as consequences. Learn More About Performance Management Visit our website to find out more about the WebFOCUS Performance Management Framework. Corporate Headquarters Two Penn Plaza, New York, NY (212) Fax (212) DN Connect With Us informationbuilders.com askinfo@informationbuilders.com Copyright 2016 by Information Builders. All rights reserved. [137] All products and product names mentioned in this publication are trademarks or registered trademarks of their respective companies.

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