Introduction to Microsoft PerformancePoint Server31st January, 2007

Performance Management

introduction to IMGROUP performance management challenges Microsoft Office PerformancePoint Server

architecture capabilities value proposition

IMGROUP implementation approach RapidStart offer

AGENDA

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 PerformancePoint

programme since the beginning, with clients across different industries

About Information Management Group

Some of IMGROUP’s Clients

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.

objectives

execute

Performance management cycle

performancereview

revise objectives

plan

model

data

Key elements of performance management Process perspective

Measures and targetsclarifying and communicating strategyaligning departments and staff with organisation’s goalskey performance indicators, cascaded to:appropriate local measures which are action-oriented

Processesbenchmark for best practice – internal and externalclear targets and regular reviewaccountability and link to rewardsforecasting and preparation of plans and budgetscollaboration on diagnosis and action

Performance Management Challenges

Systems perspective

• data availability and quality• clarity of definitions• auditability• management of metadata for multiple scenarios

data

• cascading top-level measures to local context• driver models with end-user flexibility• manual data input and preparation of plans and budgets• workflow for planning collaboration and approval

function

• timeliness of reporting• visibility to all stakeholders• ease of analysis – “seeing the wood for the trees”

delivery

• collaboration on diagnosis and action planning• prioritisation for effort and expenditure improvements• rigour in understanding cause-and-effect linkages

action

Personal, Team, Organizational BI

Personal BI Team BI Organizational BI

my logic, built by me built by one of the team built by the centre

used only by me used by the team for use by all

re-invented by others probably re-invented standardised

disconnected loosely connected may not meet local needs

probably lost when I leave

data rekeyed from team and personal BI systems

Empowered Aligned

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

Planning processesdevolved and collaborative planning

Centre Department/ unitDefine/revise strategic objectives and target performance

Strategic driver model

First pass top-down plan what-if?

Planning guidelines and assumptions

Interpret and define local objectives

Resource and cost modelling what-ifs

Populate planning scenarios

Submit to Centre

Aggregate department and unit submissions

Review gap

Second pass aggregate what if?

Clearer and more specific guidelines/directives

Refine modelling what-ifs?

Aggregate submissionsApproval

Populate 2nd pass submission

Planning iterationsSimple version!

Microsoft Business Intelligence Offering

BI Information is used in four main ways…

Analyze

MonitorPlan

Report

Overview of PerformancePoint Server Architecture

SQL Server 2005

PerformancePoint Planning Server

Model Associations

Models

Applications

Business definitions for data views, workflow, and

security

Metadata

Predefined business and financial intelligence

SAP Oracle PeopleSoft Siebel MBS Custom

Planning BusinessModeler

PerformancePoint Add-in for Excel

Performance Point ServerDashboard

PerformancePoint Server Client

PerformancePoint Server Functional Architecture

PerformancePoint Planning Business

Modeler

Process control

versioningsecurity

Revenuemodeling

Production and suppliermodeling

Organization and HR

modeling

Financial modeling

Rich, predefined financial and application intelligence

PerformancePoint Planning Server

Excel application integration. including

data entry and report design

PerformancePoint Models

Business driver-based modeling

PerformancePoint Server: application user roles

Enterprise Data

Application

PerformancePoint Server

Analyst

Contributor/Approver

Administrator

Report Consumer

ApplicationApplication

Connecting Self-Service BI and Performance Management

FamiliarPowerfulFlexibleWhere they work and collaborate

Collaborative BILinks to an organizational modelSecurityTrustScale

What PerformancePoint and SQL Server Bring:

Why Business Users Love Excel:

Creative & agile Contextual & accountable

PerformancePoint Server Application Components

Account

Entity

Scenario

Time

Product

Account

Entity

Scenario

Time

Product

OPEX

HR

RevenueHR

Forms

Cycle

Assignments

Dimensions

Dimensions

Models

Models

CORPORATERoot Site

DivisionSubsite

Approver

Analyst 1

Analyst 2

Business Roles

RevenueAssumptions

FX Rate

Consolidation

Scorecard Presentation

Centralised, process-specific BI systems

consolidated financialbudgets, reports

monthly dimensionalKPI reporting

planning, budgeting

operational systems

Collaboration, organisation-widewheels within wheels

departmental measures

organisationalmeasures

Local unitlocal unit

departmental datamartdepartmental datamart

planning measures

PerformancePoint Server models

integrates with and leverages

proven technology:

• Excel data entry and reporting• SQL Server and Analysis

Services• Integration Services: data

import• SharePoint Server for

publishing

new capabilitie

s:

• planning (driver) model logic• workflow and approval

controls• scorecard reporting (upgraded)

end user creation of

applications

• user admin creation of applications

• locally extensible• user control of workflow

low cost

• undercuts most competitors• single-level end user licence• reuse of existing technology

PerformancePoint Server value proposition

Broad capability with low cost per user

low riskuser acceptance

integrates planning and reporting cyclesfinancial data integrity

lower IT maintenance responsive to business changeaddress local team BI needshigh user “ownership”

cost–effective applicationsviable at all levelsaffordable BI infrastructure

The IMGROUP Process - PIMS

Vision:Identify

measures

FoundationPlan & Design

Build Publish

Support

The process needs to be iterative, as performance measures are refined and cascaded down to local/specific measures

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

The Process - Vision

ProcessVision:

Identify

measures

FoundationPlan & Design

Build

Publish

Support

PerformancePoint RapidStartA working application in 3 days!

Day OneTailored overview of Microsoft PPS 2007Identify business area, focus and scope of activity

Day TwoCapture business definitions for chosen areaBuild PPS business model using real data

Day Three Demonstrate working applicationDemonstrate key aspects of data capture, planning,budgeting, consolidation, reporting and dashboardcreationPresent recommendationsClosing workshop

Questions