Ops Control Tools

April 18, 2011

Agenda

• Types of ops control tools

• How to implement in Profit Tools

• Examples

• Demo

• Discussion / Q&A

Types of Ops Control Tools

• Analysis– What’s been going right or wrong?

• Monitoring / Assessment– Is it continuing / getting better / worse?

• Intervention– “Heads up” to incidents happening now– Ability to influence outcomes

How to Implement in PT

• Analysis– What’s been going right or wrong?

• Assessment– Is it continuing / getting better / worse?

• Intervention– “Heads up” to incidents happening now– Ability to influence outcomes

Reporting, Excel, B.I. tools

Auto-Reporting, Dashboarding

Exception Reporting, Alerts

Analysis Examples(What’s been going right or wrong?)

• Financial

• Operations

Monitoring / Assessment Examples (Is it continuing / getting better / worse?)

• Dashboarding– Quickviews are very configurable

• Auto-Reporting– To email, to network

Intervention Examples (“Heads up” to incidents happening right now,

& Ability to influence outcomes)

• Let’s take a closer look in a demo at:– Exception Reporting– Escalation Options

• Let’s discuss other future possibilities– Internal use of EN for email, & alerts(??)– Other ideas / requests?

Improvement:You now have the tools to…

1. Identify what needs to happen

2. Track overall progress

3. Give “heads up” to both staff & managers

4. Be focused and proactive with your time

Discussion / Q&A

Thank You!