Performance Management Framework - Information Builders

Performance Management Framework Communicate Goals, Align Strategies, and Use RealTime Metrics Information Builders Performance Management Framework (PMF) is a new-generation platform that enables holistic and pervasive operational performance management (OPM). PMF provides a comprehensive platform for creating and managing your organization’s performance and accountability objectives. More than any other solution, Information Builders PMF combines capabilities such as metric blogging, print-quality publishing, mobile alerts, deep analytics, strategy authoring, easy-to-use setup wizards, customizable end-user dashboards, and more – right out of the box. Tasks such as managing and communicating strategies to employees or partners, or presenting to the executive board, can all be handled from your Web browser.

“The Value Index for Performance Management in 2009 shows that currently the top supplier, based on the weighted factoring of the seven product and customer assurance categories, is Information Builders, which qualifies as a Hot Vendor…” “The Ventana Research Value Index: Performance Management 2009,” Ventana Research, 2009

WebFOCUS

iWay Software

PMF is built on the solid foundation of Information Builders WebFOCUS business intelligence (BI) platform and iWay Software integration and data integrity solutions. These world-class solutions enable PMF to be easily adapted and enhanced, and directly integrated with other operational systems to fit changing business needs. PMF provides business users and managers with: ■■

Better communication

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A complete solution

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Collaboration tools

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Easy deployment

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Business Alignment

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Flexibility and scalability

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Business Analytics

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Extensive integration and data-access options

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Support for Big Data

Performance Management Framework

Information Builders helps organizations transform data into business value. Our business intelligence, integration, and data integrity solutions enable smarter decision-making, strengthen customer relationships, improve performance, and drive growth.

Better Communication One of the most important qualities of a successful organization is good communication. PMF dashboards are a set of easily assembled information gadgets – including pre-built grids, graphs, and tools – that provide at-a-glance status of key performance metrics and strategies. One click of the mouse lets end users retrieve the exact information they need from each gadget. PMF’s standout icons guide your consumers to important information by showing when a project is aligned, an underlying metric is underperforming, or someone has entered a comment. Business-unit managers can focus their dashboards more on operational activity by including specific metrics and projects. Multi-drill capabilities get answers for users in only a few clicks, and your extended-enterprise users (vendors, suppliers, and citizens) have easy access to rich and rewarding dashboards. One click on any dashboard gadget provides direct access to alerts, manual metrics, or answers to any questions you may have. Dashboards can focus on strategic goals, showing high-level goals and perspectives. Plus, executives or stakeholders get a complete picture of the organization’s performance.

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Targeted pre-configured dashboards Empowered dashboard tracks progress towards goals

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Gadgets

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Grids

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Graphs

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Mashup any content

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Sparklines

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FAQs answered in one click

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HTML5 Charts

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Actionable decision support

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Adobe Flex dashboards

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User alerts

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Collaboration Suite

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KPIs

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Multi-drill

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KRI

Publishing One-button publishing of compound PDF Executive Booklets creates a print-quality executive report for distribution. These multi-page reports document the current strategies, goals, and initiatives alongside their key performance indicators (KPIs). With PMF’s one-button creation of Microsoft PowerPoint decks for meetings, managers and executives no longer have to piece them together from source data. They can even run the PowerPoint presentation from the dashboard.

PDF Metric Booklets deliver detailed page-at-a-glance reports on each metric being measured and can be used to easily communicate status in print. The Metric Booklet can be combined with the Executive Booklet as a complete and comprehensive resource on company strategy and metrics.

Users can also schedule any dashboard, report, or graph to be e-mailed with one click, allowing them to access any report and have it available in their inbox without needing to log in to a separate system. Built-in mobile dashboards and remote-analysis functions use Active Reports to deliver data back to the performance system with no connection required.

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Executive briefing books

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Boardroom print-quality PDFs

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Metric briefing books

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Financial reporting

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Microsoft PowerPoint

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One-click publishing

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Scheduling

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E-mail distribution

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Archiving

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Mobile, portable dashboards

Collaboration Similar to Web 2.0 business models, PMF is built on the concept that growing an application’s value can be accomplished through the collaboration and information flow generated by its users. Any KPI can be blogged to let users at any level of accountability participate in making the KPI clear. PMF tracks and stores blogger information and displays KPI status. Users can easily view related threads and branches to help them understand what is being done to assist with the KPI.

PMF provides threading and forwarding of alerts. Alerts cause an action and engage others to change operational outcomes. Users can receive alerts in their dashboard or e-mail. They can also set up alerts to run automatically, and forward them with comments when a course of action is determined.

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Metric blogging and alert threading

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Collaborative feedback loops and discussion groups

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Mashups of external content

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RIAs, maps, and real-time gadgets in the same dashboards

Alignment Authors can easily align metrics, processes, projects, cause/effect linkages, and owners to best represent the goals and strategic themes of the business. These alignments can be changed dynamically and graphically in real time, with the results immediately available to every user and reflected in all dashboards and published documents.

PMF enables business users to easily adjust weights, thresholds, and tolerances, empowering them to manage performance and accountability, and prioritize metrics.

By sliding the weights or thresholds, owners can quickly update settings without the need for IT or administrative intervention. PMF supports unique ways to assign tolerances, globally or at the individual organization level. There is complete flexibility for managing a growing enterprise.

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Seamlessly drill from strategic goals and KPIs to detailed metrics analysis and deeper to source transaction systems

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Prescribed analysis for directed discovery

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Connect initiatives and goals to operational metrics and budgets

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Balance performance, risk, governance, and compliance

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Make regulatory and voluntary disclosures easy and natural

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Organize separate BI systems into a structured framework of trusted performance and risk information

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Business users can adjust weights, thresholds, and tolerances

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Authors can align metrics, processes, projects, cause/effect linkages, and owners in real time

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Strategy execution via closed-loop performance management

Areas of measurement that represent specific problems or threats can be described as risks and linked to metrics that display risk status Multiple causative risks can be linked into a group as consequences

Analytics For the more analytical user, PMF provides direct access to useful and powerful analytic and discovery tools. While other solutions provide analysis tools designed for mathematicians or professional analysts, PMF is designed with the business user’s specific responsibilities in mind.

PMF’s analytic tools include customized trend analysis, what-ifs, traditional OLAP, and predictive analytics that give you a view of the future. Correlation and outlier views quickly offer additional insight into information that other systems might hide.

If the more than 100 pre-built dashboards, reports, and analytical tools are not enough, PMF also makes it easy to create custom queries, reports, and graphs. The output of the Analysis Designer can be saved, used as a dashboard, shared, or scheduled to arrive in your e-mail. Simple selection of parameters and output formats can deliver thousands of different reports and graphs. Intelligent caching options for gadgets and dashboards optimize performance by creating and maintaining a dynamic data cache to minimize data retrieval.

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More than 100 pre-built dashboards, reports, and analysis tools Dozens of role-targeted pre-configured dashboards Actionable decision support Analyst workbench Predictive analytics: forecasting, data mining, and decision trees Third-party benchmark analysis

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Intelligent caching

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Profitability analysis

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Customized trend analysis

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What-if analysis

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Correlation and outlier views

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Real-time analysis, BAM, and CEP Alternate targets, including benchmark, stretch, forecast, and more

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Simple creation of custom queries, reports, and graphs Save, share, and schedule delivery of output Integrated, guided ad hoc delivery of thousands of reports and graphs Output formats include Active Report, PDF, Excel, PowerPoint, and more

User Friendly Out of the box, PMF delivers more than 100 reports and graphs, hundreds of pre-built industrystandard metric rules, a complete set of dashboards, and preset consumer, analyst, author, and administrator roles. It is ready to go from the start – just add your company’s data. Consumers can choose, configure, and customize different dashboards. Authors are able to define a pool of metrics and master data that underlies an unlimited number of scorecards, dashboards, users, departments, or extended-enterprise consumers. They can also create cascading hierarchies, franchise models, or individual employee scorecards. Administrators can create additional customized roles with completely granular capabilities, dashboards, or data-access authorization. Administrators define and schedule metric refreshes from any data source via wizards. They can also create custom time ranges, units of measure, and grant or revoke access authorizations.

A wizard with more than 400 industry metrics and goals can snap together a new scorecard in two minutes. The Strategy Designer uses a drag-and-drop metaphor for authors to create cause/effect linkages, as well as project, theme, and other alignments. Once saved, this strategy is immediately available to all other parts of the system. PMF can use existing LDAP or Active Directory systems, or you can provide and manage this security information right in PMF.

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Near-zero IT support

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Dashboard users can manage their own preferences

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Analysts can select various analytic tools and create and share reports

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Authors can manage metric tolerances and scorecard organizations

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Managers control roles and authorizations

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Assemble and share new mashup gadget dashboards

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Enable innovation and agility in business settings

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Preset consumer, analyst, author, and administrator roles

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More than 100 reports and graphs

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Hundreds of pre-built industry-standard metric rules

End-User Tools and Personalization PMF Dashboard Designer enables performance dashboards to be constructed more simply. Capabilities include drag-and-drop palettes, a visual catalog of information gadgets, and seamless and automatic alignment of gadgets. WebFOCUS operational reports or applications can be “gadgetized” to allow content to be placed on any dashboard. Dimensional and metric parameters can also be passed to operational reports. PMF’s dashboard surface supports any Web 2.0 third-party gadgets (e.g., iGoogle, Yahoo, or proprietary Web mini-apps) and allows them all to participate in dashboard mashups without requiring additional development work by dashboard designers. PMF provides the ability to create private dashboards, in which users can make a private copy of any public dashboard in the system. Private copies can be altered, including changing gadgets on a dashboard by dragging them from the catalog, removing one or more gadgets, repositioning and resizing existing gadgets, and more.

With PMF, users do not have to wait for IT to deliver reports, charts, and dashboards. Even users with little or no technical savvy can create their own dashboards and mashup applications. Intuitive drag-anddrop assembly allows users to quickly and easily build reports, charts, or dashboards from any content – inside or outside the enterprise.

With InfoAssist, WebFOCUS’ ad hoc reporting tool, PMF users can create pixel-perfect ad hoc reports, charts, and dashboards that can also be gadgetized. InfoAssist supports more than 350 data sources, including cubes, like MicroSoft SQL Server Analysis Services, SAP Business Intelligence Warehouse, and Oracle Essbase; in several formats, such as PDF, Excel, and Active Dashboard; and with scheduling and distribution capabilities for delivery via e-mail, to a reporting archive, printer, or FTP site.

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Integrated personalization and preference options

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Third-party Web 2.0 gadget support

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Assemble and share mashup gadget dashboards

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Gadget designer

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More than 30 built-in gadgets

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Ability to create private dashboards

A Complete Solution By empowering all users – whether consumers, analysts, authors, or administrators – with easy access to everything they need, all customization and configuration needs are satisfied. Consumers can manage their dashboards, analysts can use or create new analytic tools, and authors and owners can manage strategies and KPI formulas.

By supporting KPI blogging and alert threading, PMF promotes the application values of growth and collaboration that these abilities have proven to deliver. The more it is used, the more valuable it becomes.

Metrics

Scorecards

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Metrics Database With Built-in MDM and ETL Wizard

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Purpose-Built Performance Management

• Risk and Performance • Strategy Management • Align Processes

By delivering built-in analysis and reporting, there is no need to create new cubes or reports.

Dashboards

Analytics

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Everything designed into an integrated solution

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Purpose-built, not adapted from different apps

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Best-of-breed operational performance management

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Out-of-the-box content does not require development

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Extensive BI capability in a pre-packaged application

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Native data lineage from dashboard to transaction

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A flexible framework for adaptation and customization

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Support for leading scorecard and metric business methodologies

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• WebFOCUS • Flex • RT Gadgets • External Gadgets • Blogging and Alerts • User Preferences

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Performance Management Framework • WebFOCUS Ad hoc • R predictive • Correlation • Active PDF

Easy Deployment One of PMF’s key benefits is known as “Real Rapid Start,” meaning implementations take weeks, not months or years. PMF was designed from the ground up to be fully supported and maintained with little or no IT resources – the business unit or corporation that wants to manage its performance does the implementation, not IT. Instead of a lengthy, costly ETL project to acquire metrics and dimensions, PMF provides a simple wizard and schedule system. The design of additional data warehouses or datamarts for reporting and analysis is no longer needed – PMF delivers all of this right out of the box. Instead of requiring individual scorecards, dashboards, and roles for every user, PMF provides templates and parameter-driven tools to let the data drive virtually every feature and function. Less to create means less to manage, reconfigure, and support; this enables tremendous agility, and fast and consistent ROI. And, if you have more robust needs – such as auditing for compliance with various standards – PMF gives IT the precise, managed approach needed to standardize your BI.

Flexibility for Change Because PMF has been natively designed and built using the leading BI and enterprise application integration (EAI) technologies, the result is a truly purpose-built solution to promote and deliver operational performance management. This solution is infinitely customizable because each and every part is constructed with BI components. It was designed to manage, measure, and analyze anything, delivering a performance solution for any horizontal process (finance, human resources, information technology, call center, etc.) or in any vertical business (financial services, healthcare, supply chain, retail, etc.). This flexibility allows various meta-horizontal disciplines (risk management, project portfolio management, compliance, governance) to be managed and aligned with performance goals so you can assemble a complete management tool kit for your organization that links and aligns these various disciplines.

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Rapid-start templates for many industries and businesses

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Install and go

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Create new systems with wizards and many industry-standard metrics

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Consume metric data from any source

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Built-in online data-collection forms

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Pre-built industry-relevant metrics, scorecards, and dashboards, such as Healthcare Regulatory Manager

Deploy to executives, managers, front-line workers, supply-chain partners, customers, and citizens according to business role

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Easy to change or expand deployments throughout the organization

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Supports any existing portal standard or security system

Integration and Data Access PMF uses iWay’s integration and data-access platform to provide access to more than 350 data and application sources, allowing any metric to be monitored and managed from PMF regardless of its origin. PMF also integrates with existing applications, including any industry portal, database, planning/budgeting system, process or project management system, and operating platform. PMF treats these systems holistically to ensure that your performance needs remain a priority over operational differences and changes in systems, people, and processes.

Use any portal or media delivery device ▲

iWay Software’s suite assembles powerful, pre-built components for enterpriseclass integration scenarios – without custom code – delivering the fastest, most cost-effective, and simplest way to integrate business processes and achieve the promise of SOA: true reusability.

Independent Layers Without Bias Independent Layer Metrics are all treated equal. Methodology flexibility

Independent Performance Management Layer

PMF

Independent Analytic Applications Layer

WebFOCUS

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Analysis with data from any source ▲

Holistic integration framework

iWay Software

Independent Integration Layer

ERP Source

CPM Source

CRM Source

HRM Source

ERM Source

Legacy Source

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Excel Source

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Natively extensible for changing requirements

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Create custom dashboards, reports, and charts

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Connect to third-party project and process management systems Create deep vertical integration within your business Integrate with other core applications

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Create new gadgets and external content for business users Native access to more than 350 distinct databases and information sources on more than 35 platforms Several NLVs including French, German, Japanese, and Spanish

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Integrated iWay solutions for enterprise information management, data quality management, master data management, business-to-business information, business process automation, and more Supports more than 80 different character sets (code pages or locales) Integration with third-party portals including WebSphere, Microsoft SharePoint, Oracle, and SAP NetWeaver Can integrate with any budgeting, planning, forecasting, or consolidation application Provides pre-built interfaces to leading corporate performance management systems

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