birt performance analytics summary of features toolkits/the... · birt performance analytics will...

BIRT Performance AnalyticsSummary of Features

Product Brochure

“With BIRT Performance Scorecard (now BIRT Performance Analytics) we are able to generate intuitive progress reports to present to the public that effectively measure the performance of the City’s ARRA-funded projects and grants. BIRT Performance Analytics is our solution of choice because it provides an integrated and flexible approach to performance management, includes a sophisticated platform for deploying rich, interactive content and analysis applications that scale to make the data readily available to the public.”

City of DallasJill Jordan, Assistant City Manager

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BIRT Performance Analytics

Too often the discovery of performance issues within large and small enterprises does not happen in a timely manner. The result is wasted time and effort chasing data in order to understand what happened instead of managing the process proactively. BIRT Performance Analytics closes the loop on performance improvement by delivering true visibility into the performance of operations, programs and related improvement initiatives launched to optimize underperforming areas. Through enhanced collaborative tools, effective communication of qualitative information and a streamlined mechanism to launch and update the status of initiatives, organizations move beyond business discovery to decision with ease.

A Total Solution

BIRT Performance Analytics delivers a complete arsenal of Performance improvement capabilities designed specifically to help any organization discover, analyze and improve. BIRT Performance Analytics will ignite your performance improvement processes through its ability to vastly improve the quality, and relevance of performance information for all users, while enhancing accountability, transparency, reliability and timeliness.

With options that deliver advanced performance insight through easy to understand tools and visualizations, discovering performance issues becomes a seamless process for business users freeing up valuable IT resource time for strategic activities. And finally, with interactive options that enable users to collaborate, slice and dice, model what-if scenarios with familiar tools such as Excel users have unlimited choice when it comes to the discovery, analysis and improvement of performance issues.

Complete the Performance Improvement Cycle

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A Total Performance Improvement Solution

BIRT Performance Analytics leverages ActuateOne which allows organizations to rapidly deploy purpose-built Performance Management, Business Intelligence and custom built Information applications leveraging BIRT. ActuateOne helps to realize the vision that Actuate has had since the inception of BIRT: to redefine the Performance Management, Business Intelligence and reporting analytics category by moving away from a set of disparate tools to a suite of integrated capabilities delivered through one application within a single environment.

BIRT Performance Analytics delivers a complete set of capabilities through One User Experience, One Server and One Application. Performance Analytics standardizes, streamlines, calculates and automates performance results for any business plan or framework - while enhancing collaboration, accountability and decision making.

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DiscoverDiscover using interactive Analytic Performance Dashboards, part of the BIRT Performance Analytics Suite, Performance Dashboards provide users with the all the functionality needed to create any kind of dashboard with minimal training. Dashboards complement and extend the capabilities of any performance improvement implementation by delivering added insight into performance issues through user-driven dashboards of any enterprise data. Users can review the information and when needed, use native analytic capabilities to further refine their results.

AnalyzeAnalyze using BIRT Based Root-Cause Analysis which provides users with the ability to easily analyze any data using simple drag-and-drop analysis features - powered by BIRT Reports. When needed, the 100% Excel export capabilities can be used to further slice and dice data and perform ‘what-if’ analysis with the option to use the full power of their favorite analysis tool, Microsoft Excel.

ImproveImprove using best of breed BIRT Performance Analyticss which help any organization transform, align and automate siloed, operationally focused plans and objectives into a unified strategy, which can be instantly cascaded and communicated enterprise-wide.

BIRT Performance AnalyticsBIRT Performance Analytics will ignite your performance improvement processes through its ability to vastly improve the quality, and relevance of performance information for all users, while enhancing accountability, transparency, reliability and timeliness. Once deployed, it becomes the catalyst for issue identification to informed decision making, organizational alignment and continued performance gains.

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Performance DashboardsPerformance Dashboards deliver power and value immediately by providing users with the all the functionality needed to create any kind of dashboard with minimal training. Performance Dashboards give users added insight into performance issues through user-driven dashboards of any enterprise data. Users can review the information and when needed, use native analytic capabilities to further refine their results. Performance Dashboards can also be deployed as a standalone solution to help organizations create highly visual and interactive operational and analytic dashboards.

What Users Can Do:• Executives and managers can create their own

personalized performance dashboards providing new levels of understanding.

• Analysts can explore the root cause of performance issues and integrate higher level KPI calculations with enterprise data which helps to explain a KPIs performance - all in one dashboard.

• Enhance usability and user adoption through user-friendly gadget driven interactive report designs.

• Rapidly deploy operational dashboards: Business users can interact with or drill down on individual KPIs to answer specific business questions. The Performance Dashboard interface is designed for business users to allow them to create custom dashboard pages without IT intervention and continuously monitor KPIs for faster response to changing data.

• Provide user driven analytic dashboards: Using Performance Dashboards, users can create analytic dashboards for enhanced visual data exploration applications. Combining a set of filter and slicer gadgets with a set of KPIs built using rich visualizations, users are prompted to explore and drill down into data to gain insights into their business. Performance Dashboards makes it easy for business users to uncover trends and perform root cause analysis.

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Strategy driven analytic dashboards provide rich visualizations for data exploration and discovery.

Operational dashboards enable users within an organization to consolidate KPIs on a single page for continuous and effective monitoring.

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Performance Reporting and AnalyticsBIRT Performance Analytics provides point-and-click interactive reporting capabilities that allow users to easily create custom reports in a wide variety of formats. Once created, these dynamic reports can be saved into the system and are available with the most up-to-date information anytime. Using BIRT Performance Analytics you can create custom views of your performance management user data, calculated data, colors and commentary in addition to performing on-the-fly root cause analysis of performance issue leveraging native in-page analytic capabilities. Performance Analytics greatly simplifies the dissemination and analysis of Performance Measurement information by offering users interactive, intuitive reports that can be customized to meet their specific needs.

What Users Can Do:• Easily generate new reports by using supplied templates

with the ability to store reports for future use and generate them on demand for viewing, printing or e-mailing as PDF files.

• Drill down into transaction level data from a BIRT Performance Analytics KPI to more closely align the Performance Measurement practice with business indicators that are contained and managed in other systems.

• Utilize Performance Measurement data to create custom interactive web and spreadsheet reports.

• In-memory analytic capabilities empower users to find answers to Performance Measurement questions.

• Replace ad-hoc reports currently created and saved in spreadsheets with a standardized reporting format, using industry-leading enterprise reporting capabilities.

• Schedule and generate exports to the Reporting Data Mart.

• Leverage the data already consolidated in Performance Analytics to create reports on-the-fly, or to respond to requests from management.

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Performance Reporting and Analytics

High fidelity views of KPI data

Personalized reportsFully functional live spreadsheets

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The Performance ViewThe Performance View provides users with an at-a-glance look at the organization’s overall performance, allowing them to manage all aspects of performance by illustrating strategic and operational alignment, and by providing a clear definition of priorities at every level. Built-in consolidation powered by a 64-bit KPI engine, allows performance to be tracked and aggregated across time, location, target and benchmark dimensions while color-coding quickly identifies under performing areas, alerting managers to where attention is needed.

What Users Can Do:• Assess overall performance at-a-glance with custom,

color-coded metrics and KPIs.

• Use performance indicators to help focus in on areas of concern, identifying issues before they impact higher level objectives.

• Access advanced analysis options to facilitate corrective planning, through use of a Performance Index, Variance Display and Future Period Display .

• Investigate performance for individual metrics and KPIs by “location,” e.g. projects, departments, divisions or geography.

• Compare actual and projected performance with any number of comparatives such as: budgets, targets, prior periods and benchmarks.

• Point and click access to the Measure Detail Dashboard, which can be customized for any metric or KPI - graphs, data tables, notes, measure information, commentaries, etc.

• Compare historical performance over time by scrolling through previous years, quarters, months, etc.

• Enter data and commentaries (with the appropriate authorization) directly from the Measure Detail Dashboard.

• Zoom in on specific areas of interest in the View and print partial or entire Views to printers or PDF files for wider distribution.

• Access web content from the Measure Detail Dashboard.

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Performance MapsPerformance Maps provide dynamic, interactive functionality that supports the communication of visual elements related to your specific Performance Measurement initiative. Using a simple drag-and-drop interface, users can quickly create graphical representations of their Performance Measurement information to produce: Strategy Maps, Traffic-Light Reports, Initiative Tracking, Six Sigma Program Tracking, Process Maps, Cascading Scorecards, Cause-and-Effect Diagrams, Geographical Maps, Product/Brand Market Maps, etc., using supplied templates or internally developed graphical elements. Users can also enhance Maps to create a central repository of related information by adding Knowledge Links to relevant Reports, Views, Books, external documents and websites, to provide a comprehensive Map of performance information and resources.

What Users Can Do:• Drive corporate strategy through clear visual

representation of any Performance Measurement framework such as: the Balanced Scorecard, Malcolm Baldrige, TJC, GPRA, Six Sigma, etc.

• Clearly see color-coded performance metrics and KPIs and the linkages between them - directly from the Map.

• Display the Measure Detail Dashboard for any selected metric or KPI.

• Investigate performance issues highlighted in the Map via a single-click drill down displaying lower levels of detail.

• Display the same Map for different locations (selected from a simple drop down list) to investigate performance at all levels in the organization.

• Display performance for multiple locations simultaneously, e.g. on a Geographical Map background, for any selected metric or KPI.

• Display the Map for different time periods to examine historical and/or projected performance.

• Link directly to other objects displayed – Books, Reports, Views, e-mails, external documents, websites, etc.

• Print Maps to printers or PDF files for wider distribution.

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Briefing BooksBriefing Books allow users to create and deploy customized views of performance measurement information to accommodate specific needs across the organization. Metrics and KPIs displayed in Briefing Book sections can be selected manually, or can be filtered to display items based on various selection criteria such as: performance, criticality, location or ownership. Knowledge Links to relevant standard and custom Reports, Maps, external documents and websites can be added to any Book so that all related information is only one click away. To control access, Briefing Books can be defined as private or shared, and BIRT Performance Analytics’ advanced security features ensure that users only have access to the information they are entitled to see.

What Users Can Do:• Access metrics and KPIs that have been selected

according to defined criteria, e.g. all the measures I own where performance is bad.

• Display metrics and KPIs in “ranked” order, e.g. best to worst performing.

• Drill down by KPI or location to get to more detailed Performance Measurement information.

• Examine performance via the Measure Detail Dashboard, which is automatically displayed on the right hand page of Briefing Books.

• Access supplementary Dashboards that provide additional analysis into measure and location performance.

• Navigate through time to examine historical or projected performance changes for the measures displayed.

• Link to knowledge such as: documents, external applications, websites, etc., associated with a selected metric or KPI.

• Update the definition of a measure directly from the Briefing Book.

• Generate an e-mail to the owner of the currently selected measure with a single mouse click.

• Enter actual and forecast data, and performance commentaries (where authorized).


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Initiative Management and Performance ImprovementBIRT Performance Analytics delivers the most comprehensive set of initiative management capabilities, powerful enough to handle the most complex initiatives yet simple enough to be used by everyone. By fully integrating initiative management capabilities into scorecarding capabilities, organizations can reap the benefits of having a complete view of their performance results - from KPI to improvement initiative.

What Users Can Do:• Link initiatives to existing metrics and KPIs using any

performance measurement framework.

• Determine how the performance of initiatives is calculated including: performance calculated against time, budget, quality and % complete.

• Leverage full roll up of initiative performance results to provide a clear view of how lower level initiatives impact higher level goal performance.

• Better communicate through forum style commentary.

• Better visualize performance results through Gantt charts and table views.

• Provide users with access to initiatives over the web.

• Leverage smart search capabilities which allow users to better sort, filter and save initiative lists for use at any time.

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Initiative Management and Performance ImprovementInitiatives can be accessed from within the Measure Detail Dashboard on the “Initiatives” tab or from within the Initiative interface. Users can add and delete Initiatives and can quickly create the desired hierarchical relationships of any Initiative structure. Users can also leverage a powerful and flexible search function for Initiatives, allowing them to find exactly what they are looking for easily.

Powerful Search capability (smart search) with numerous dynamic search conditions.

Forum style commentary including support for rich text editing and changing the order between most recent to oldest and vice versa.

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Knowledge Sharing & CollaborationShare is used to provide one-click access to the critical documents, applications, websites, e-mail links, etc., that support your Performance Measurement initiative. Users can access Share from their personal Home Page, Briefing Books and Performance Maps. The advanced security functionality of BIRT Performance Analytics gives System Administrators the ability to define user, location and measure-specific links to ensure only the right people have access to critical performance information.

What Users Can Do:• Access links associated with specific KPIs and/or

locations, which can be used for various purposes, e.g. launch external applications, view associated documents, access websites or search engines and link to reports.


• View information links, which can be used to broadcast information to all or selected users, e.g. corporate information and news, system updates, etc.

• Launch automated e-mail messages to Measure Owners or Assistants, System Administrators, etc.

“BIRT Performance Analytics (now BIRT Performance Analytics) is the ideal Performance Management solution to fit within NSTAR’s performance driven culture. Its easy to use, intuitive interface allows us to quickly see how we are performing against Key Performance Indicators and how performance in one area impacts that of another area. And because BIRT Performance Analytic’s features and functionality are driven by customer feedback, we can be confident that the tool will continue to meet the real-world Performance Management challenges that NSTAR faces, allowing us to plan, with confidence, future improvements in our financial, customer and operational business areas.”

NSTARSusan McSherry, DirectorCorporate Performance Management

Actuate Corporation2207 Bridgepointe Parkway, Suite 500San Mateo, CA 94404 Tel: (800) 449-3804E-mail: [email protected]

Actuate Performance Management Center of Excellence150 John St., Suite 600Toronto, Ontario, M5V3E3, CanadaTel: (800) 449-3804E-mail: [email protected]

Virginia Branch Office12030 Sunrise Valley Dr., Suite 220Reston,Virginia 20191Tel: (800) 449-3804E-mail: [email protected]

Actuate UK Ltd. & Performance Management Center of Excellence1st Floor, Pickford House46 Bow LaneLondon, EC4M 9DL, United KingdomTel: +44 (0)207 246 4700E-mail: [email protected]

About BIRT Performance AnalyticsBIRT Performance Analytics delivers award-winning user driven discovery, analysis, and performance improvement at all levels in an organization. Powered by ActuateOne and available on-premise and in the cloud, BIRT Performance Analytics fixes the problems associated with systems that typically produce disconnected silos of information by delivering multiple options through a single, unified user experience characterized by ease of use, unmatched scalability, reliability and time to value. BIRT Performance Analytics Suite’s drag-and-drop functionality allows any user to build and leverage interactive engine-powered scorecards, dashboards and analytic content from discovery to decision while enhancing collaboration, visibility and accountability.

Copyright © 2007 Actuate Corporation. All rights reserved. Actuate and the Actuate logo are registered trademarks of Actuate Corporation and/or its affiliates in the U.S. and certain other countries. All other brands, names or trademarks mentioned may be trademarks of their respective owners.

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