Balanced Scorecards 2010

7/30/2019 Balanced Scorecards 2010

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BALANCED SCORECARDS ANDPERFORMANCEPOINT 2010

Michael Nemtsev,

Senior Consultant, Gen-I

AGENDA

• Introduction

• Overview of Balanced Scorecard methodology

What is KPI / Scorecard / Dashboard /• Performance Point 2010 – KPI & Scorecards

• Building Scorecards with Open XML

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

INTRODUCTION

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

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

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

TRADITIONAL SYSTEM SAMPLE

Airline company monitors the following data:

- Sold tickets

- Cargo items- Number of serviced aircrafts

TRADITIONAL SYSTEM SAMPLE

Airline company should monitor the following data:

- Sold tickets quality

- Cargo items volume- Number of serviced aircrafts duration of service

BALANCED SCORECARDS

• Invented by by Robert Kaplan and David Norton in

• Focus off the balance sheet (profit/loss)

Pay attention to factors that are indicative of the health of the company.

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

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

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

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

BUILDING BLOCKS

• 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:

IDENTIFYING KPI

• KPI differ from business drivers & goals

• KPIs rely on:

- predefined business process & requirements- strategy maps

- quantitate measure of results

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

SCORECARDS

• Scorecard tracks the

collection of KPI for

particular goal

• A scorecard measuresperformance against goals

• Tracked KPI may be

aggregated with scores• Audience – executives

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

SCORECARDS VS DASHBOARD

Scorecards are strategic – represent long term goals on

weekly/monthly basis

Dashboard is tactical – real time data (charts, graphs)

MICROSOFT 2010 BUSINESS INTELLIGENCE

• 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

SHAREPOINT 2010 BI TOOLS

HTMLDashboard

Chart WebParts &

Indicators

SQL Server Reporting

Services

Excel Services

Visio Service

Performance

Point ServicesOpen XML

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

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

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

BUILDING BLOCKS DEMO

OPENXML SCORECARDS

Balanced Scorecards 2010

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