Post on 14-Apr-2018
transcript
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 1/40
BALANCED SCORECARDS ANDPERFORMANCEPOINT 2010
Michael Nemtsev,
Senior Consultant, Gen-I
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 2/40
AGENDA
• Introduction
• Overview of Balanced Scorecard methodology
•
What is KPI / Scorecard / Dashboard /• Performance Point 2010 – KPI & Scorecards
• Building Scorecards with Open XML
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 3/40
WHO AM I?
• Senior Consultant in Information Management, Gen-I
• Microsoft MVP [SharePoint Server] 2009 - to date
•
Microsoft MVP [.NET/C#] 2005-2009• Certified: ITIL v3, SCRUM Master, MCTS
• Blog: http://msmvps.com/blogs/laflour
• SP Tips: http://sharepoint-sandbox.com
• Twitter: @laflour
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 4/40
INTRODUCTION
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 5/40
PROBLEM STATEMENT
• Problem domain - “I have several piles of data, and I
want to get some value out of them”
• Issues – what to measure, how to measure, how to
get/apply/analyze data
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 6/40
SOLUTION
• Business Intelligence Applications - a category of methodologies and technologies for gathering, storing,analyzing and providing access to data to helpenterprise users make business decisions.
• Actions:
• Visualize
• Aggregate
• Report
• Drill / Slice
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 7/40
TRADITIONAL SYSTEM OUTBACK
Financial systems based upon financial indicators target:
• - Outcome focus: turnover, profit
•
- Past events: number of items
Drawbacks – no indication when things may go
right/wrong
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 8/40
TRADITIONAL SYSTEM SAMPLE
Airline company monitors the following data:
- Sold tickets
- Cargo items- Number of serviced aircrafts
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 9/40
TRADITIONAL SYSTEM SAMPLE
Airline company should monitor the following data:
- Sold tickets quality
- Cargo items volume- Number of serviced aircrafts duration of service
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 10/40
BALANCED SCORECARDS
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 11/40
BALANCED SCORECARDS
• Invented by by Robert Kaplan and David Norton in
1992
• Focus off the balance sheet (profit/loss)
•
Pay attention to factors that are indicative of the health of the company.
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 12/40
BALANCED SCORECARDS
• Inverting approach to monitor the process, not results
• Identify factors that are critical to the business success,
before they become critical problem
• Example: decreased customer satisfaction will
eventually show up in increased loss and lower profit
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 13/40
CLASSIC BALANCED SCORECARDS
• Perspectives
• Financial : profit-and-loss
• Customer : satisfaction
• Processes (internal, business):
health of processes
• Learning and growth:
employee’s quality and satisfaction
• Issue – measures can be irrelevant to the strategy
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 14/40
IMPROVED BALANCED SCORECARDS
• Strategy maps - is a visual representation of the strategy
of an organization.
• Goals:
• plan or competitive strategy to achieve increased profitability
(commercial)
• improve performance (government)
• cause-and-effect relationships between different strategic
objectives and their measures
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 15/40
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 16/40
BALANCED SCORECARD PROCESS
1. Review and clarify strategy
2. Agree which capabilities required to pursue the strategy
3. Build a map how business works4. Design / Select measures
5. Assign teams to come up with measures
6. Build Scorecard application
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 17/40
BUILDING BLOCKS
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 18/40
KPI
• KPI (Key Performance Indicator) a measure of performance in actual/target values
• KPIs are data driven values
• The KPIs are aligned to organization's strategy
• KPIs are usually used to "value" difficult to measureactivities: leadership, quality, satisfaction
• Example:
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 19/40
IDENTIFYING KPI
• KPI differ from business drivers & goals
• KPIs rely on:
- predefined business process & requirements- strategy maps
- quantitate measure of results
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 20/40
SELECTING RIGHT KPIS
• 12 Steps process to select KPIs (http://tinyurl.com/23jnham)
• KPIs measure the relevant values across entire
company
• Good KPIs: students failure rate in school, percentage
of income from return customers
• Dangerous KPI: employee retention
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 21/40
SCORECARDS
• Scorecard tracks the
collection of KPI for
particular goal
• A scorecard measuresperformance against goals
• Tracked KPI may be
aggregated with scores• Audience – executives
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 22/40
DASHBOARD
• A dashboard is a container
for various types of reports,
including scorecards
• Provide high level of interactivity, and others
display static images
•
Audience - Supervisors
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 23/40
SCORECARDS VS DASHBOARD
© Wayne Eckerson
Scorecards are strategic – represent long term goals on
weekly/monthly basis
Dashboard is tactical – real time data (charts, graphs)
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 24/40
TOOLS
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 25/40
MICROSOFT 2010 BUSINESS INTELLIGENCE
STACK
• SQL Server 2005, 2008, 2008 R2
• SharePoint Technologies 2007, 2010
• WSS / SharePoint Foundation
• MOSS / SharePoint Server
• Performance Point 2007 / Services 2010
• Office Clients and Web Apps
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 26/40
SHAREPOINT 2010 BI TOOLS
HTMLDashboard
Chart WebParts &
Indicators
SQL Server Reporting
Services
Excel Services
Visio Service
Performance
Point ServicesOpen XML
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 27/40
SHAREPOINT BUILDING BLOCKS
Technology Benefits Constrains
HTML Dashboards Doesn’t require any special tools Not easily manipulated by end
user, only reports against
SharePoint lists (JS in CQWP)
Data Form Web PartDashboards Сan build DFWPs against external data Requires SPD skill set, notmaintainable by end user
Charts Web Part &
Indicators
Professional quality graphs Hard to customize and modify.
SQL Server Reporting
Services
Professional quality graphs, drill-down
reports, SharePoint Integration, canreport against external data
Requires Business Intelligence
Design Studio (BIDS) or ReportBuilder, SSRS skill set, not easily
maintained by end user;
Limited HTML support
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 28/40
SHAREPOINT BUILDING BLOCKS (CONT)
Technology Benefits Constrains
Excel Services
Visio Services
Can be maintained by end user, client doesn’t
require Excel, offloads Excel calculations
Limited Functinality, additional
hardware (best practice)
Performance Point
Services
Provides most BI capabilities: graphs, KPIs,
some configurable by Information Workers
Requires Performance Point
Designer, additional hardware(best practice), scorecards
provides values only
Open XML HTML rendering; can be maintained by end
user, especially with Web Apps
Only for Scorecards – a lot of low
level development; no animation
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 29/40
PERFORMANCE POINT SERVICES 2010
• Context-driven dashboards across systems
• Provides transparency and accountability
• Interactive access using browser
•
Functionality:• Business Analytics
• Financial Reporting
• Consolidation
• Planning
• Budgeting & Forecasting
• Scorecard Management
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 30/40
BUILDING BLOCKS DEMO
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 31/40
OPENXML SCORECARDS
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 32/40
MOST POPULAR BUSINESS PROCESS
• Some content about cool stuff
• Some content about cool stuff
• Some content about cool stuff
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 33/40
BUSINESS CHALLENGES
• Users want Rich Formatting capabilities of KPI
• Information is represented as HTML with images andstyles
• Users want collaborate around KPIs
• Approval process for KPI is required
• Scorecards must render HTML content of KPIs
• Executives manages require “printable” version of Scorecard
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 34/40
WHY CUSTOM SOLUTION?
• Lack of collaborative functionality for business solution
• Lack of reporting functionality with HTML content
• No tools to build “offline” version of the Scorecard
(dependency on images urls)
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 35/40
WHAT IS OPENXML?
• International standard for document formats
• Designed to enable interoperability
• Open Specifications enable broad access to technology
Open file formats
• ZIP compression reduces file sizes
• Segmented data storage improves data recovery and programmatic access
• Full accessibility support
The future of file format technology
• Standardized file formats supporting 100% of Microsoft Office functionality
• Supported in Microsoft Office OpenOffice.org, Corel WordPerfect, IBM Lotus Symphony
• Document conversion, deployment and migration tools available
Compatible file formats
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 36/40
OPENXML SOLUTION
• KPIs are represented as SharePoint Lists with Rich
Text Editor Field
• Three-state approval Workflow is attached to KPIs
• Users are subscribed to KPI changes via Alerts
• Scorecards Report represent
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 37/40
MODIFIED PROCESS
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 38/40
SCORECARDS BOARD
REPORT DEMO (OPEN XML)
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 39/40
LINKS
• “Balanced Scorecards: Translating Strategy
into Action”
• “Pro Performance Point Server 2007”
Apress
• www.openxml.org
• http://blogs.msdn.com/b/performancepoint/
7/30/2019 Balanced Scorecards 2010
http://slidepdf.com/reader/full/balanced-scorecards-2010 40/40
Q&A