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Reneker-Saas m-cubed business performance management 2.0
Business Performance Management 2.0 Demonstration of Key Concepts & Case Studies
Agenda • • • • • • •
Demonstration Introduction Organisation – Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page 14 Page 18 Page 28 Page 38 Page 55 Page 59
Page
Introduction • The Reneker-Saas BPM System is a Business Performance Management (BPM) solution that is delivered via the Internet (‘Software-asa-Service’ or ‘SaaS’) • The Reneker-Saas BPM System is used across many industries to: – Standardise business performance measures for consistent (and relevant) reporting. – Improve (or outsource entirely) the collection, processing and reporting of business performance data. – Improve the management of events to prevent/mitigate business process disruptions, risks and opportunities.
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Introduction • Reneker-Saas BPM System business benefits: – All business performance data is stored centrally. – All data handling and processing is taken care of. – All data processing rules are documented and transparent.
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Introduction Segments
Events
Measures
User A
Measure A User Groups
User B
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Scorecards Measure B
Page
m-cubed business performance management 2.0
Multi-Dimensional
Scorecards & Dashboards
M3 allows the rapid configuration of multidimensional data structures (data cubes) to deliver greater insights into your performance data.
M3 supports multiple reporting formats including advanced graphical and tabular scorecards and dashboards.
Integration
M3 features comprehensive electronic workflow that links performance with management action. Important information is distributed to the right staff for follow-up when needed.
Workflow
M3 provides a powerful XML interfacing layer that enables and standardises the exchange of performance data between M3 and third-party systems.
Setup Tools
BPM2.0 Compliant M3 is the first solution that is locally developed and serviced in Asia that is fully compliant with BPM2.0.
M3 can be configured and maintained without in-depth technical expertise. This is achieved with easy-to-use setup tools.
XHTML 1.0
At-Source Data Collection
M3 is fully compliant with XHTML1.0, the global industry standard for browser–based applications.
Easy to deploy Easy to use Affordable
All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved
M3 allows your staff to enter data online via easy-to-use forms. Replace existing spreadsheets and make it easier for your staff to provide data in an effective manner.
Page
m-cubed business performance management 2.0
• Centralised and Standardised KPIs
• Fast Online Reporting & Drill-Down Analysis
• Event Management (incl. Risk Management)
• Standard Analytical Frameworks
• Deeper Insights into Business Performance
• Link Performance with Management Action
All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved
Page
Introduction • Business Performance Management is about measuring, monitoring and managing business performance.
Performance Portal
Segments and Measure Reports
Graphical Scorecards
Tabular Scorecards
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Measure vs. Measure Reports
Page
Performance Management
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Page
Performance Management
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Event Management • Event Management is about identifying and mitigating business flow disruptions (incl. Risk Management):
Event Portal
Event Records
Event Phases
Event Reports
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Event Management
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Risk Management
Once an event is created, the service will initiate the electronic workflow process, facilitating the review and approval of the event involving the selected users, and according to the AS/NZS 4360:2004 Process
M 3 CONFI GURATI ON TOOLS
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Impor tant! • Important Notes: – The instructional content to operate the configuration tools that follows is intended for customers that want to control certain or all aspects of M3 inhouse – For customers that do not wish to control M3in-house, RenekerSaas offers an outsourced administration service with a central Help Desk facility and standard SLAs
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
M3 Calculation Engine Overview
• Calculation Engine
XML
• Multiple data cubes can be joined into a single data cube • Data processing is performed in real-time (subject to data availability) • Joints can comprise arithmetic, scientific and logarithmic functions
Hierarchy
Data Cube A
Data Cube C
Hierarchy
Time
Data Cube B
XML
Hierarchy
Time
Time
• The engine automatically calculates time periods above the base time unit, i.e. daily values are automatically converted into weekly, monthly, quarterly, half-yearly and yearly values based on standard or customised calendars • Calculation schema are maintained using easy-to-use configuration wizards • Calculation schema changes can be applied to historical datasets
Copyright (2002 – 2008) by Reneker-Saas Pty Ltd. All Rights Reserved
Page
Agenda • • • • • • •
Introduction Organisation - Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Configuration – General Notes • The M3 configuration tools were developed to enable customers to maintain the system. Issues to take note of: • The tools are only available to Customer Administrators • The tools feature a broad number of settings given the scope of what M3 must deliver – if in doubt about the consequences of a particular setting do not change it but instead accept the default values!
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Organisation • Your organisation has general settings that can be controlled using the organisation configuration tool • The organisation configuration tool can be accessed as follows:
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
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Organisation
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Agenda • • • • • • •
Introduction Organisation - Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Segments • Segments are usually departments or regions of an organisation (e.g. Segment 1.0 Australia, Segment 1.1 New South Wales, etc.) • Users are assigned to a single segment and ‘inherit’ all its sub-segments (in respect to being able to view segment data) • Segments can be organised in a ‘tree’ structure using the M3 Segment Wizard • The segment structure can be modified at anytime, however, historical data for a segment is not changed
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Segments - Example 1. Total Segment (Your Organisation)
1.1 Segment
1.1.1 Segment
1.2 Segment
1.1.1 Segment
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Segments - Ex amp le 1. Your Company
1.1 Your Departments
1.1.1 Department
1.2 Your Suppliers
1.1.1 Supplier 1.1.2 Supplier
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Page
Segments 1. Your Company
65%
1.1 Your Departments
50%
1.1.1 Department
1.2 Your Suppliers
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
50%
80%
1.1.1 Supplier
70%
1.1.2 Supplier
90%
Page
Segments – How to • The segment profiles can be accessed as follows:
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Segments - Tool
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Segments – Assign
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Segments – Assign
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Segments – Email • Email Alerts Users that are responsible for a particular segment: – Receive escalation emails in case measures data was not collected for a particular period – Receive escalation emails for events (subject to event management settings) – If your organisation has specific requirements for alerting users please contact Reneker-Saas!
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Agenda • • • • • • •
Introduction Organisation – Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Users - Introduction • For an individual to access M3 he/she requires a user account with a unique username and password combination • All activities of a user account are logged. Shared user accounts are strongly discouraged as they compromise compliance with Australian & International Audit Standards • User accounts can be given special user access privileges
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
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Users - Privileges • User access privileges control: – – –
Access to specific segments and sub-segments Access to specific performance measures (and related data) Access to specific menu options (subject to user group)
• New users inherit the privileges of their: – –
Segments User Groups
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Users – How to • User profiles (accounts) can be modified (and be created) as follows:
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Users – Configuration
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Users – User Groups
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Users – User Groups • A User Group governs: –
What menu options are available to users that are assigned to the respective group
• A User Group does not govern: –
–
Whether the user is in fact entitled to use any performance and/or event management functions – this is instead controlled in the individual user profile (under ‘Access Performance Management’ and ‘Access Event Management’) What measures (and therefore data) are available or are input by users – this is instead controlled in the segments, measures and data source configuration tools
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
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Users – Create/Edit
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Users – Create/Edit • A User Profile governs: –
Whether the user has access to performance and/or event management functions, and the user’s access details (password, email address, etc.)
• A User Profile does not govern: – – –
What menu options the user can or cannot view (this is controlled via the User Group) What measures (and therefore data) can be viewed – this is instead controlled in the measures configuration tool What measures data the user is required to input – this is instead controlled in the Data Source tool
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Users – User Summar y
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Agenda • • • • • • •
Introduction Organisation – Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration
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Measures • A measure is a quantifiable result to measure, monitor and report on performance • Measures are usually part of a measures hierarchy: – Strategic measures (KPIs) for general management – Tactical measures (KPIs / Metrics) for operational management – Operational (Metrics) for work groups and individuals
• A measure must be periodically gauged • To quantify a measure, business performance data must be collected from various sources
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Measures – Data • Measures data can be collected in two ways: – Automatic via the M3 XML tool if the data is available in a 3rd Party System(s) – Manual via the M3 online data entry
• Measures may only apply to specific segments
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Measures – Impor tant • Important Notes: – Measures can be very simple (single numbers entered once per period for each segment) or very complex (multiple numbers entered daily that must be dynamically calculated based on a broad array of settings and conditions) – The measures configuration tool supports most customer needs, from simple to very complex, and can therefore be overwhelming without some practical hands-on training
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Measures - Hierarchies • Measures are often interdependent (to organise them in a measures hierarchy). This is governed by formulas: Measure Formula
Measure
Measure
Formula
Formula
Measure
Measure
Measure
Measure
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Measures – Summar y
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Measures – Summar y
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Measures – Targets
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Measures – Impor t
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Measures – Create/Edit
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Measures – Create/Edit
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Measures – Create/Edit
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Measures – Define
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Measures – Add/Edit
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Measures – Impor tant • Important Notes: – If the measure is older than 3 months its formula cannot be changed by Administrators without special privileges – If a measure is older than 3 months certain settings controlled via the measures configuration tool cannot be changed by Administrators without special privileges – Please contact Reneker-Saas if you wish to change a measure that is older than 3 months – Please note that any changes applied to a measure are calculated backwards and therefore change historical results! Please contact Reneker-Saas if this is not acceptable
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
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Measures – Create/Edit
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Measures – Create/Edit
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Measures – Impor tant • Important Notes: – When creating or editing a measure, users should ensure that Data Collection Sources and target thresholds have been specified and the ‘Propagate to Segments’ option has been taken into account – Remember, if targets and thresholds are to be set independently for specific segments, the ‘Propagate to Segments’ option should be unchecked. Then, individual segments may be selected in the following screen and individual thresholds and targets may be assigned accordingly
Agenda • • • • • • •
Introduction Organisation – Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
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Data Source • Important Notes: – The Data Source tool can be accessed independently from the measures tool – The Data Source tool governs how measures data is collected – The Data Source tool governs who is responsible for the input of measures data (unless measures data is calculated by the system)
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Data Source – Edit
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Data Source – Reset
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Agenda • • • • • • •
Introduction Organisation – Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Scorecards • Scorecards visualize measures results: – Tabular Format for tactical and operational reporting (‘Graphic Mode’ off) – Graphical Format for strategic, tactical and operational reporting (‘Graphic Mode’ on)
• Scorecards are typically a ‘collage’ of measures results and are designed to meet the specific reporting needs of users
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
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Scorecards – Create/Edit
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Scorecards – Create/Edit
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More Information • Please contact Reneker-Saas if you require more information: Email: [email protected] Website:
www.reneker-saas.com
Mr. Shiloh Williams General Manager - Reneker-Saas Suite 2, 16 Quadrant Street Rhodes, NSW 2138 Telephone: (02) 9533 2335 Mobile: +61. 0419502766 Email:[email protected] web: www.reneker-saas.com
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
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Case Studies • Unisys Credit Services • Campbells • Coca Cola
M3-cubed business performance management 2.0
Case Study – Unisys Evaluated M3 Software early 2006 –
Operational analytics for daily service reporting
–
Improve reporting & analytics needs across multiple service teams
–
Risk Analysis & SLA Reporting
–
Balanced Dashboards &Scorecard
Implementation comprised: –
750+ KPIs (comprising of 1200+ business metrics)
–
Across 12 workgroups and 4 Companies
All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved
Page
M3-cubed business performance management 2.0
Case Study – Unisys Business Process & IT Outsourcing Loan / mortgage processing and support Risk Management & SLA Online Reporting Specialised ERP system to manage service transactions Maintained complex spreadsheets and custom databases to keep up with customer and internal BPM reporting needs Six Sigma initiative – Rapid change to improve service quality and efficient operations
All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved
Page
M3-cubed business performance management 2.0
Case Study – Unisys Results – Unified service reporting across all workgroups – Eliminated spreadsheets and custom databases – Significantly reduced effort to implement reporting changes – from
weeks to days – Improved departmental effectiveness between Business Units – Improved customer loyalty and retention
All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved
Page
M3-cubed business performance management 2.0
Case Study – Campbells Financial Shared Services Accounts Payables, Accounts Receivables, Budgeting and Planning SAP R/3 and functional legacy systems Had difficulty with reporting new sets of KPIs and business metrics efficiently –
SAP R/3 too costly and slow to adapt
–
Spreadsheets not efficient to consolidate data
Results –
Fully-documented KPIs and business metrics
–
Efficient collection and consolidation of data
–
Timely and effective reporting
–
Risk Management Reporting
All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved
Page
M3-cubed business performance management 2.0
case study – Campbells Ending Total Receivables
Days Sales Outstanding
=
x
Number of Days in Period
Credit Sales For Period
Per AR Team Per AR Team Per AR Team Per AR Team Per AR Team
6
Credit Sales Per PerDivision AR Team Per AR Team Per AR Team Per AR Team
7
Consolidation Per PerDivision AR Team Per AR Team Per AR Team Per AR Team
Variances Per AR Team Per AR Team Per AR Team Per AR Team
3
Consolidation Per Per AR Team Period Per AR Team Per AR Team Per AR Team
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Consolidation Per Team Per AR Team Per AR Team Per AR Team Per AR Team
Page
M3-cubed business performance management 2.0
Case Study – Coca-Cola Evaluated M3 mid-2005 – Support new supply chain system development – Provide complex KPIs and metrics reporting needs across multiple systems
Supply chain innovation (covering warehousing and logistics) Specialised ERP system and portfolio of other transactional systems Implement new system to support supply chain innovation project New BPM reporting requirements – DIFOT and Order-To-Cash – Supply chain effectiveness
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Page
M3-cubed business performance management 2.0
Case Study – Coca-Cola Implementation comprised: – 150+ KPIs (comprising of 350+ business metrics) – Integration with existing platforms
Results – Successful deployment of new system – Full support of BPM reporting needs – Additional BPM coverage across customer service, supply chain and trade
marketing support
All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved
Page
Business Performance Management 2.0 Demonstration of Key Concepts & Case Studies
Agenda • • • • • • •
Demonstration Introduction Organisation – Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page 14 Page 18 Page 28 Page 38 Page 55 Page 59
Page
Introduction • The Reneker-Saas BPM System is a Business Performance Management (BPM) solution that is delivered via the Internet (‘Software-asa-Service’ or ‘SaaS’) • The Reneker-Saas BPM System is used across many industries to: – Standardise business performance measures for consistent (and relevant) reporting. – Improve (or outsource entirely) the collection, processing and reporting of business performance data. – Improve the management of events to prevent/mitigate business process disruptions, risks and opportunities.
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Introduction • Reneker-Saas BPM System business benefits: – All business performance data is stored centrally. – All data handling and processing is taken care of. – All data processing rules are documented and transparent.
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Introduction Segments
Events
Measures
User A
Measure A User Groups
User B
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Scorecards Measure B
Page
m-cubed business performance management 2.0
Multi-Dimensional
Scorecards & Dashboards
M3 allows the rapid configuration of multidimensional data structures (data cubes) to deliver greater insights into your performance data.
M3 supports multiple reporting formats including advanced graphical and tabular scorecards and dashboards.
Integration
M3 features comprehensive electronic workflow that links performance with management action. Important information is distributed to the right staff for follow-up when needed.
Workflow
M3 provides a powerful XML interfacing layer that enables and standardises the exchange of performance data between M3 and third-party systems.
Setup Tools
BPM2.0 Compliant M3 is the first solution that is locally developed and serviced in Asia that is fully compliant with BPM2.0.
M3 can be configured and maintained without in-depth technical expertise. This is achieved with easy-to-use setup tools.
XHTML 1.0
At-Source Data Collection
M3 is fully compliant with XHTML1.0, the global industry standard for browser–based applications.
Easy to deploy Easy to use Affordable
All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved
M3 allows your staff to enter data online via easy-to-use forms. Replace existing spreadsheets and make it easier for your staff to provide data in an effective manner.
Page
m-cubed business performance management 2.0
• Centralised and Standardised KPIs
• Fast Online Reporting & Drill-Down Analysis
• Event Management (incl. Risk Management)
• Standard Analytical Frameworks
• Deeper Insights into Business Performance
• Link Performance with Management Action
All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved
Page
Introduction • Business Performance Management is about measuring, monitoring and managing business performance.
Performance Portal
Segments and Measure Reports
Graphical Scorecards
Tabular Scorecards
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Measure vs. Measure Reports
Page
Performance Management
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Performance Management
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Event Management • Event Management is about identifying and mitigating business flow disruptions (incl. Risk Management):
Event Portal
Event Records
Event Phases
Event Reports
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Event Management
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Risk Management
Once an event is created, the service will initiate the electronic workflow process, facilitating the review and approval of the event involving the selected users, and according to the AS/NZS 4360:2004 Process
M 3 CONFI GURATI ON TOOLS
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Impor tant! • Important Notes: – The instructional content to operate the configuration tools that follows is intended for customers that want to control certain or all aspects of M3 inhouse – For customers that do not wish to control M3in-house, RenekerSaas offers an outsourced administration service with a central Help Desk facility and standard SLAs
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
M3 Calculation Engine Overview
• Calculation Engine
XML
• Multiple data cubes can be joined into a single data cube • Data processing is performed in real-time (subject to data availability) • Joints can comprise arithmetic, scientific and logarithmic functions
Hierarchy
Data Cube A
Data Cube C
Hierarchy
Time
Data Cube B
XML
Hierarchy
Time
Time
• The engine automatically calculates time periods above the base time unit, i.e. daily values are automatically converted into weekly, monthly, quarterly, half-yearly and yearly values based on standard or customised calendars • Calculation schema are maintained using easy-to-use configuration wizards • Calculation schema changes can be applied to historical datasets
Copyright (2002 – 2008) by Reneker-Saas Pty Ltd. All Rights Reserved
Page
Agenda • • • • • • •
Introduction Organisation - Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Configuration – General Notes • The M3 configuration tools were developed to enable customers to maintain the system. Issues to take note of: • The tools are only available to Customer Administrators • The tools feature a broad number of settings given the scope of what M3 must deliver – if in doubt about the consequences of a particular setting do not change it but instead accept the default values!
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Organisation • Your organisation has general settings that can be controlled using the organisation configuration tool • The organisation configuration tool can be accessed as follows:
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Organisation
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Agenda • • • • • • •
Introduction Organisation - Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Segments • Segments are usually departments or regions of an organisation (e.g. Segment 1.0 Australia, Segment 1.1 New South Wales, etc.) • Users are assigned to a single segment and ‘inherit’ all its sub-segments (in respect to being able to view segment data) • Segments can be organised in a ‘tree’ structure using the M3 Segment Wizard • The segment structure can be modified at anytime, however, historical data for a segment is not changed
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Segments - Example 1. Total Segment (Your Organisation)
1.1 Segment
1.1.1 Segment
1.2 Segment
1.1.1 Segment
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Segments - Ex amp le 1. Your Company
1.1 Your Departments
1.1.1 Department
1.2 Your Suppliers
1.1.1 Supplier 1.1.2 Supplier
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Segments 1. Your Company
65%
1.1 Your Departments
50%
1.1.1 Department
1.2 Your Suppliers
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
50%
80%
1.1.1 Supplier
70%
1.1.2 Supplier
90%
Page
Segments – How to • The segment profiles can be accessed as follows:
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Page
Segments - Tool
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Segments – Assign
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Page
Segments – Assign
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Segments – Email • Email Alerts Users that are responsible for a particular segment: – Receive escalation emails in case measures data was not collected for a particular period – Receive escalation emails for events (subject to event management settings) – If your organisation has specific requirements for alerting users please contact Reneker-Saas!
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Agenda • • • • • • •
Introduction Organisation – Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Users - Introduction • For an individual to access M3 he/she requires a user account with a unique username and password combination • All activities of a user account are logged. Shared user accounts are strongly discouraged as they compromise compliance with Australian & International Audit Standards • User accounts can be given special user access privileges
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Users - Privileges • User access privileges control: – – –
Access to specific segments and sub-segments Access to specific performance measures (and related data) Access to specific menu options (subject to user group)
• New users inherit the privileges of their: – –
Segments User Groups
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved
Page
Users – How to • User profiles (accounts) can be modified (and be created) as follows:
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Users – Configuration
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Users – User Groups
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Users – User Groups • A User Group governs: –
What menu options are available to users that are assigned to the respective group
• A User Group does not govern: –
–
Whether the user is in fact entitled to use any performance and/or event management functions – this is instead controlled in the individual user profile (under ‘Access Performance Management’ and ‘Access Event Management’) What measures (and therefore data) are available or are input by users – this is instead controlled in the segments, measures and data source configuration tools
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Users – Create/Edit
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Users – Create/Edit • A User Profile governs: –
Whether the user has access to performance and/or event management functions, and the user’s access details (password, email address, etc.)
• A User Profile does not govern: – – –
What menu options the user can or cannot view (this is controlled via the User Group) What measures (and therefore data) can be viewed – this is instead controlled in the measures configuration tool What measures data the user is required to input – this is instead controlled in the Data Source tool
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Users – User Summar y
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Agenda • • • • • • •
Introduction Organisation – Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration
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Measures • A measure is a quantifiable result to measure, monitor and report on performance • Measures are usually part of a measures hierarchy: – Strategic measures (KPIs) for general management – Tactical measures (KPIs / Metrics) for operational management – Operational (Metrics) for work groups and individuals
• A measure must be periodically gauged • To quantify a measure, business performance data must be collected from various sources
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Measures – Data • Measures data can be collected in two ways: – Automatic via the M3 XML tool if the data is available in a 3rd Party System(s) – Manual via the M3 online data entry
• Measures may only apply to specific segments
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Measures – Impor tant • Important Notes: – Measures can be very simple (single numbers entered once per period for each segment) or very complex (multiple numbers entered daily that must be dynamically calculated based on a broad array of settings and conditions) – The measures configuration tool supports most customer needs, from simple to very complex, and can therefore be overwhelming without some practical hands-on training
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Measures - Hierarchies • Measures are often interdependent (to organise them in a measures hierarchy). This is governed by formulas: Measure Formula
Measure
Measure
Formula
Formula
Measure
Measure
Measure
Measure
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Measures – Summar y
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Measures – Summar y
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Measures – Targets
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Measures – Impor t
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Measures – Create/Edit
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Measures – Create/Edit
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Measures – Create/Edit
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Measures – Define
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Measures – Add/Edit
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Measures – Impor tant • Important Notes: – If the measure is older than 3 months its formula cannot be changed by Administrators without special privileges – If a measure is older than 3 months certain settings controlled via the measures configuration tool cannot be changed by Administrators without special privileges – Please contact Reneker-Saas if you wish to change a measure that is older than 3 months – Please note that any changes applied to a measure are calculated backwards and therefore change historical results! Please contact Reneker-Saas if this is not acceptable
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Measures – Create/Edit
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Measures – Create/Edit
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Measures – Impor tant • Important Notes: – When creating or editing a measure, users should ensure that Data Collection Sources and target thresholds have been specified and the ‘Propagate to Segments’ option has been taken into account – Remember, if targets and thresholds are to be set independently for specific segments, the ‘Propagate to Segments’ option should be unchecked. Then, individual segments may be selected in the following screen and individual thresholds and targets may be assigned accordingly
Agenda • • • • • • •
Introduction Organisation – Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration
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Data Source • Important Notes: – The Data Source tool can be accessed independently from the measures tool – The Data Source tool governs how measures data is collected – The Data Source tool governs who is responsible for the input of measures data (unless measures data is calculated by the system)
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Data Source – Edit
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Data Source – Reset
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Agenda • • • • • • •
Introduction Organisation – Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration
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Scorecards • Scorecards visualize measures results: – Tabular Format for tactical and operational reporting (‘Graphic Mode’ off) – Graphical Format for strategic, tactical and operational reporting (‘Graphic Mode’ on)
• Scorecards are typically a ‘collage’ of measures results and are designed to meet the specific reporting needs of users
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Scorecards – Create/Edit
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Scorecards – Create/Edit
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More Information • Please contact Reneker-Saas if you require more information: Email: [email protected] Website:
www.reneker-saas.com
Mr. Shiloh Williams General Manager - Reneker-Saas Suite 2, 16 Quadrant Street Rhodes, NSW 2138 Telephone: (02) 9533 2335 Mobile: +61. 0419502766 Email:[email protected] web: www.reneker-saas.com
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Case Studies • Unisys Credit Services • Campbells • Coca Cola
M3-cubed business performance management 2.0
Case Study – Unisys Evaluated M3 Software early 2006 –
Operational analytics for daily service reporting
–
Improve reporting & analytics needs across multiple service teams
–
Risk Analysis & SLA Reporting
–
Balanced Dashboards &Scorecard
Implementation comprised: –
750+ KPIs (comprising of 1200+ business metrics)
–
Across 12 workgroups and 4 Companies
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M3-cubed business performance management 2.0
Case Study – Unisys Business Process & IT Outsourcing Loan / mortgage processing and support Risk Management & SLA Online Reporting Specialised ERP system to manage service transactions Maintained complex spreadsheets and custom databases to keep up with customer and internal BPM reporting needs Six Sigma initiative – Rapid change to improve service quality and efficient operations
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M3-cubed business performance management 2.0
Case Study – Unisys Results – Unified service reporting across all workgroups – Eliminated spreadsheets and custom databases – Significantly reduced effort to implement reporting changes – from
weeks to days – Improved departmental effectiveness between Business Units – Improved customer loyalty and retention
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M3-cubed business performance management 2.0
Case Study – Campbells Financial Shared Services Accounts Payables, Accounts Receivables, Budgeting and Planning SAP R/3 and functional legacy systems Had difficulty with reporting new sets of KPIs and business metrics efficiently –
SAP R/3 too costly and slow to adapt
–
Spreadsheets not efficient to consolidate data
Results –
Fully-documented KPIs and business metrics
–
Efficient collection and consolidation of data
–
Timely and effective reporting
–
Risk Management Reporting
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M3-cubed business performance management 2.0
case study – Campbells Ending Total Receivables
Days Sales Outstanding
=
x
Number of Days in Period
Credit Sales For Period
Per AR Team Per AR Team Per AR Team Per AR Team Per AR Team
6
Credit Sales Per PerDivision AR Team Per AR Team Per AR Team Per AR Team
7
Consolidation Per PerDivision AR Team Per AR Team Per AR Team Per AR Team
Variances Per AR Team Per AR Team Per AR Team Per AR Team
3
Consolidation Per Per AR Team Period Per AR Team Per AR Team Per AR Team
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Consolidation Per Team Per AR Team Per AR Team Per AR Team Per AR Team
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M3-cubed business performance management 2.0
Case Study – Coca-Cola Evaluated M3 mid-2005 – Support new supply chain system development – Provide complex KPIs and metrics reporting needs across multiple systems
Supply chain innovation (covering warehousing and logistics) Specialised ERP system and portfolio of other transactional systems Implement new system to support supply chain innovation project New BPM reporting requirements – DIFOT and Order-To-Cash – Supply chain effectiveness
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M3-cubed business performance management 2.0
Case Study – Coca-Cola Implementation comprised: – 150+ KPIs (comprising of 350+ business metrics) – Integration with existing platforms
Results – Successful deployment of new system – Full support of BPM reporting needs – Additional BPM coverage across customer service, supply chain and trade
marketing support
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