Jeff Robson

CEO, Access Analytic

© Access Analytic Solutions

Part 1: Introduction ◦ What are KPIs & why do I care?

◦ More than just financial

◦ KPI measurement, reporting, best practices

Break

Part 2: Show me! ◦ Examples

◦ How to’s, what not to do

◦ Reporting & analysis systems

Questions

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We provide modelling, reporting and analysis for medium and large organisations to enable them to improve their financial and operational performance.

© Access Analytic Solutions

Key Performance Indicators ◦ Key: focus on important stuff ONLY

◦ Performance: measure how things are going goal

◦ Indicators: not always precise, not guaranteed

What’s important?

Aim: align individuals with organisation bonus

Often roll-up

Presented in dashboard ◦ Distributed throughout the organisation

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© Access Analytic Solutions

No longer “just get it done”

Focus: costs, productivity, profitability, optimisation

“What gets measured, gets done”

Can’t achieve meaningful focus without measurement & reporting

Competitive advantage

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Budgeting, & Forecasting Analysis & Reporting

What will happen?

What do I want to happen?

Why?

What is happening?

What happened?

Report

Dashboard/Scorecard

Analyse

Budget

Forecast

What could happen?

Forecast

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Balanced Scorecard Approach

•Learning

& Growth

• Internal

Processes

•Customer •Financial

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© Access Analytic Solutions

One screen of about 5-6 relevant measures Basics: data is accurate, timely, reliable, clean Easy to update, ideally automatically Define what KPIs are & what they mean Objective is communication Summarised with drill to detail available Highlight exceptions & important information Careful use of colours that go together

Choose most appropriate charts, data clear & uncluttered, logical grouping & linking

Support taking action

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© Access Analytic Solutions

Limitations of Excel

# of Users Hard to involve more than 1-2 people in inputs, hard to distribute

Workflow Managing multiple versions, getting many people to provide input, splitting/consolidating nightmare!

Data Difficult to get historical data in, or send information to ERP/accounting package. Basic drilldown only, simple visualisations

Security Excel’s security is very weak: no audit trail, sensitive data is easily exposed and unauthorised changes can occur

© Access Analytic Solutions

© Access Analytic Solutions

Principles in Excel

Sample Excel dashboards

BOARD dashboards

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Dashboard Training: Jul 18-19, Oct 10-11

Contact:

Jeff Robson CEO, Access Analytic 143/580 Hay St, Perth P 08 6210 8500 E jrobson@accessanalytic.com.au W www.acessanalytic.com.au