© 2008 wellesley information services. all rights reserved. lessons learned from the implementation...
TRANSCRIPT
copy 2008 Wellesley Information Services All rights reserved
Lessons learned from the implementation of an SAP
NetWeaver BusinessIntelligence cockpit
Dr Bjarne Berg
2
In This Session
We will look at lessons learned from the implementation of an very large SAP NetWeaver Business Intelligence cockpit
We will explore how applications and systems can be integrated how data collection can be automated and how cockpits are developed in a standardize format using SAPrsquos Strategic Enterprise Managementrsquos (SEM) Corporate Performance Monitoring BI and Portal combined
Look at how to extract data from a variety of non-R3 systems and find out how KPIs can be automatically created based on this data
See how seasonal thresholds for evaluating different data such as monthly annual and yearly benchmarks impact design decisions Learn how to incorporate this information into graphs and charts
Learn how single sign-on (SSO) can be achieved and how change management in large-scale cockpit implementations are done
33
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
4
Background
Sedgwick county has 21 cities including the city of Wichita with 354000 people It also has 27 townships and an area of 1008 square miles
Sedgwick County is home to a number of aviation-related industries and is known as the Air Capital of the World
5
Background
The county has many organizations such as Public heath Emergency Management (fire and ambulances) Sheriff Forensic center Code enforcement Registrar of deeds County clerk Criminal Justice (district attorney district courts jails) Highways Healthcare Parks Solid waste Housing Election HR Treasurer Tax collection County zoo and coliseums airport and much more
A major challenge was to measure these many organizations effetely so that resources could be allocated in the best interest of the citizens
Key concept Transparency in Government
66
What is SEM ndash CPM
The Corporate Performance Monitor (SEM-CPM) is part of the Strategic Enterprise Management BI tool suite It consists of the Performance Measurement (PM) area and the Strategy management area (SM)
The Performance Management area consists of four distinct areas 1 Management Cockpit2 Measure Builder3 Benchmarking4 Delivery of business content
The Strategy Management consists also of four areas1 Balanced Scorecard2 Strategy modeling3 Value Driver Tree4 Risk Management
ObjectiveObjective
MeasureMeasure Value Driver TreeValue Driver Tree
RiskRisk
StrategyStrategy
InitiativeInitiative
Source J Lombard 2006
77
Strategy Management and Performance Measurement ndash CPM
The presentation layer in SAP CPM cockpits has four layers
bull Cockpit High-level overview (consists of walls)bull Wall A logical grouping of measuresbull Logical view The display level of the cockpit consists of framesbull Frame Lowest level of individual measure display
These presentation layer objects are already Web- enabled and integrated with the Portal They also provide built-in drill-downs and navigation based on how you constructed your measures
88
SEM ndash CPM Walls
Walls can be grouped and are then the highest level of the SEM-CPM Cockpit In this case we have organized the cockpits in a high-level community profile a County theme and walls for two department KPIs
The color codes (red yellow and
green) of the indicators are set based on some
thresholds that we will explore later
SEM-CPM Navigation and Measures
bull The Frames can be based on a set of composite measures that are weighted Ie 6 KPIs can we weighted differently to create an overall measure
bull You can create the hierarchies of measures in the Measure Builder tool (transaction UMK_MB_DISP_PARA)
By clicking on each of the frames you can access more details in graphical cockpits
10
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Data Collection from non-SAP Sources
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
11
Our System Architecture and External data extraction
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
1
3
2
4 5
6
1 Flatfile updates and Manual Updates through ASP pages Gradually being automated
2 Periodic updates through DB connect from SAP BI
3 Periodic updates through BI extractors (ALE)
4 SAP BI Queries executed through ODBO
5 Cockpits hosted in SAP Portal which also provides single sign-on (SSO)
6 Users via standard web browsers on intra or internet
ASP page
External data extraction and updates
By creating a SQL Server database we could standardize the user input and customize the web pages in ASP so that is was easy to do manual inputs
All input are flagged as periodical (monthly qtr or annual) and are open for edits only for a specific period by a few individuals in the department that has access
SQL
Server
Legacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
The extraction from the SQL server database to SAP BWBI is done through a single job that extract all KPI information for the period through the use of SAP BIrsquos DB connect feature
13
Query Performance and Simplification in Infocubes
For Non-SAP data
Since single KPI values for a given department and period are stored in the SQL Server and transmitted to BW The Queries takes on average 02 seconds
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
For SAP data
The details are kept in the DSO and the infoCube has only the single value for the department for the period Query speed is therefore only 02 seconds on averagehellip
14
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
15
A User Experience example
Our first step is to navigate to the departmental KPIs
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
2
In This Session
We will look at lessons learned from the implementation of an very large SAP NetWeaver Business Intelligence cockpit
We will explore how applications and systems can be integrated how data collection can be automated and how cockpits are developed in a standardize format using SAPrsquos Strategic Enterprise Managementrsquos (SEM) Corporate Performance Monitoring BI and Portal combined
Look at how to extract data from a variety of non-R3 systems and find out how KPIs can be automatically created based on this data
See how seasonal thresholds for evaluating different data such as monthly annual and yearly benchmarks impact design decisions Learn how to incorporate this information into graphs and charts
Learn how single sign-on (SSO) can be achieved and how change management in large-scale cockpit implementations are done
33
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
4
Background
Sedgwick county has 21 cities including the city of Wichita with 354000 people It also has 27 townships and an area of 1008 square miles
Sedgwick County is home to a number of aviation-related industries and is known as the Air Capital of the World
5
Background
The county has many organizations such as Public heath Emergency Management (fire and ambulances) Sheriff Forensic center Code enforcement Registrar of deeds County clerk Criminal Justice (district attorney district courts jails) Highways Healthcare Parks Solid waste Housing Election HR Treasurer Tax collection County zoo and coliseums airport and much more
A major challenge was to measure these many organizations effetely so that resources could be allocated in the best interest of the citizens
Key concept Transparency in Government
66
What is SEM ndash CPM
The Corporate Performance Monitor (SEM-CPM) is part of the Strategic Enterprise Management BI tool suite It consists of the Performance Measurement (PM) area and the Strategy management area (SM)
The Performance Management area consists of four distinct areas 1 Management Cockpit2 Measure Builder3 Benchmarking4 Delivery of business content
The Strategy Management consists also of four areas1 Balanced Scorecard2 Strategy modeling3 Value Driver Tree4 Risk Management
ObjectiveObjective
MeasureMeasure Value Driver TreeValue Driver Tree
RiskRisk
StrategyStrategy
InitiativeInitiative
Source J Lombard 2006
77
Strategy Management and Performance Measurement ndash CPM
The presentation layer in SAP CPM cockpits has four layers
bull Cockpit High-level overview (consists of walls)bull Wall A logical grouping of measuresbull Logical view The display level of the cockpit consists of framesbull Frame Lowest level of individual measure display
These presentation layer objects are already Web- enabled and integrated with the Portal They also provide built-in drill-downs and navigation based on how you constructed your measures
88
SEM ndash CPM Walls
Walls can be grouped and are then the highest level of the SEM-CPM Cockpit In this case we have organized the cockpits in a high-level community profile a County theme and walls for two department KPIs
The color codes (red yellow and
green) of the indicators are set based on some
thresholds that we will explore later
SEM-CPM Navigation and Measures
bull The Frames can be based on a set of composite measures that are weighted Ie 6 KPIs can we weighted differently to create an overall measure
bull You can create the hierarchies of measures in the Measure Builder tool (transaction UMK_MB_DISP_PARA)
By clicking on each of the frames you can access more details in graphical cockpits
10
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Data Collection from non-SAP Sources
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
11
Our System Architecture and External data extraction
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
1
3
2
4 5
6
1 Flatfile updates and Manual Updates through ASP pages Gradually being automated
2 Periodic updates through DB connect from SAP BI
3 Periodic updates through BI extractors (ALE)
4 SAP BI Queries executed through ODBO
5 Cockpits hosted in SAP Portal which also provides single sign-on (SSO)
6 Users via standard web browsers on intra or internet
ASP page
External data extraction and updates
By creating a SQL Server database we could standardize the user input and customize the web pages in ASP so that is was easy to do manual inputs
All input are flagged as periodical (monthly qtr or annual) and are open for edits only for a specific period by a few individuals in the department that has access
SQL
Server
Legacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
The extraction from the SQL server database to SAP BWBI is done through a single job that extract all KPI information for the period through the use of SAP BIrsquos DB connect feature
13
Query Performance and Simplification in Infocubes
For Non-SAP data
Since single KPI values for a given department and period are stored in the SQL Server and transmitted to BW The Queries takes on average 02 seconds
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
For SAP data
The details are kept in the DSO and the infoCube has only the single value for the department for the period Query speed is therefore only 02 seconds on averagehellip
14
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
15
A User Experience example
Our first step is to navigate to the departmental KPIs
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
33
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
4
Background
Sedgwick county has 21 cities including the city of Wichita with 354000 people It also has 27 townships and an area of 1008 square miles
Sedgwick County is home to a number of aviation-related industries and is known as the Air Capital of the World
5
Background
The county has many organizations such as Public heath Emergency Management (fire and ambulances) Sheriff Forensic center Code enforcement Registrar of deeds County clerk Criminal Justice (district attorney district courts jails) Highways Healthcare Parks Solid waste Housing Election HR Treasurer Tax collection County zoo and coliseums airport and much more
A major challenge was to measure these many organizations effetely so that resources could be allocated in the best interest of the citizens
Key concept Transparency in Government
66
What is SEM ndash CPM
The Corporate Performance Monitor (SEM-CPM) is part of the Strategic Enterprise Management BI tool suite It consists of the Performance Measurement (PM) area and the Strategy management area (SM)
The Performance Management area consists of four distinct areas 1 Management Cockpit2 Measure Builder3 Benchmarking4 Delivery of business content
The Strategy Management consists also of four areas1 Balanced Scorecard2 Strategy modeling3 Value Driver Tree4 Risk Management
ObjectiveObjective
MeasureMeasure Value Driver TreeValue Driver Tree
RiskRisk
StrategyStrategy
InitiativeInitiative
Source J Lombard 2006
77
Strategy Management and Performance Measurement ndash CPM
The presentation layer in SAP CPM cockpits has four layers
bull Cockpit High-level overview (consists of walls)bull Wall A logical grouping of measuresbull Logical view The display level of the cockpit consists of framesbull Frame Lowest level of individual measure display
These presentation layer objects are already Web- enabled and integrated with the Portal They also provide built-in drill-downs and navigation based on how you constructed your measures
88
SEM ndash CPM Walls
Walls can be grouped and are then the highest level of the SEM-CPM Cockpit In this case we have organized the cockpits in a high-level community profile a County theme and walls for two department KPIs
The color codes (red yellow and
green) of the indicators are set based on some
thresholds that we will explore later
SEM-CPM Navigation and Measures
bull The Frames can be based on a set of composite measures that are weighted Ie 6 KPIs can we weighted differently to create an overall measure
bull You can create the hierarchies of measures in the Measure Builder tool (transaction UMK_MB_DISP_PARA)
By clicking on each of the frames you can access more details in graphical cockpits
10
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Data Collection from non-SAP Sources
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
11
Our System Architecture and External data extraction
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
1
3
2
4 5
6
1 Flatfile updates and Manual Updates through ASP pages Gradually being automated
2 Periodic updates through DB connect from SAP BI
3 Periodic updates through BI extractors (ALE)
4 SAP BI Queries executed through ODBO
5 Cockpits hosted in SAP Portal which also provides single sign-on (SSO)
6 Users via standard web browsers on intra or internet
ASP page
External data extraction and updates
By creating a SQL Server database we could standardize the user input and customize the web pages in ASP so that is was easy to do manual inputs
All input are flagged as periodical (monthly qtr or annual) and are open for edits only for a specific period by a few individuals in the department that has access
SQL
Server
Legacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
The extraction from the SQL server database to SAP BWBI is done through a single job that extract all KPI information for the period through the use of SAP BIrsquos DB connect feature
13
Query Performance and Simplification in Infocubes
For Non-SAP data
Since single KPI values for a given department and period are stored in the SQL Server and transmitted to BW The Queries takes on average 02 seconds
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
For SAP data
The details are kept in the DSO and the infoCube has only the single value for the department for the period Query speed is therefore only 02 seconds on averagehellip
14
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
15
A User Experience example
Our first step is to navigate to the departmental KPIs
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
4
Background
Sedgwick county has 21 cities including the city of Wichita with 354000 people It also has 27 townships and an area of 1008 square miles
Sedgwick County is home to a number of aviation-related industries and is known as the Air Capital of the World
5
Background
The county has many organizations such as Public heath Emergency Management (fire and ambulances) Sheriff Forensic center Code enforcement Registrar of deeds County clerk Criminal Justice (district attorney district courts jails) Highways Healthcare Parks Solid waste Housing Election HR Treasurer Tax collection County zoo and coliseums airport and much more
A major challenge was to measure these many organizations effetely so that resources could be allocated in the best interest of the citizens
Key concept Transparency in Government
66
What is SEM ndash CPM
The Corporate Performance Monitor (SEM-CPM) is part of the Strategic Enterprise Management BI tool suite It consists of the Performance Measurement (PM) area and the Strategy management area (SM)
The Performance Management area consists of four distinct areas 1 Management Cockpit2 Measure Builder3 Benchmarking4 Delivery of business content
The Strategy Management consists also of four areas1 Balanced Scorecard2 Strategy modeling3 Value Driver Tree4 Risk Management
ObjectiveObjective
MeasureMeasure Value Driver TreeValue Driver Tree
RiskRisk
StrategyStrategy
InitiativeInitiative
Source J Lombard 2006
77
Strategy Management and Performance Measurement ndash CPM
The presentation layer in SAP CPM cockpits has four layers
bull Cockpit High-level overview (consists of walls)bull Wall A logical grouping of measuresbull Logical view The display level of the cockpit consists of framesbull Frame Lowest level of individual measure display
These presentation layer objects are already Web- enabled and integrated with the Portal They also provide built-in drill-downs and navigation based on how you constructed your measures
88
SEM ndash CPM Walls
Walls can be grouped and are then the highest level of the SEM-CPM Cockpit In this case we have organized the cockpits in a high-level community profile a County theme and walls for two department KPIs
The color codes (red yellow and
green) of the indicators are set based on some
thresholds that we will explore later
SEM-CPM Navigation and Measures
bull The Frames can be based on a set of composite measures that are weighted Ie 6 KPIs can we weighted differently to create an overall measure
bull You can create the hierarchies of measures in the Measure Builder tool (transaction UMK_MB_DISP_PARA)
By clicking on each of the frames you can access more details in graphical cockpits
10
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Data Collection from non-SAP Sources
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
11
Our System Architecture and External data extraction
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
1
3
2
4 5
6
1 Flatfile updates and Manual Updates through ASP pages Gradually being automated
2 Periodic updates through DB connect from SAP BI
3 Periodic updates through BI extractors (ALE)
4 SAP BI Queries executed through ODBO
5 Cockpits hosted in SAP Portal which also provides single sign-on (SSO)
6 Users via standard web browsers on intra or internet
ASP page
External data extraction and updates
By creating a SQL Server database we could standardize the user input and customize the web pages in ASP so that is was easy to do manual inputs
All input are flagged as periodical (monthly qtr or annual) and are open for edits only for a specific period by a few individuals in the department that has access
SQL
Server
Legacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
The extraction from the SQL server database to SAP BWBI is done through a single job that extract all KPI information for the period through the use of SAP BIrsquos DB connect feature
13
Query Performance and Simplification in Infocubes
For Non-SAP data
Since single KPI values for a given department and period are stored in the SQL Server and transmitted to BW The Queries takes on average 02 seconds
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
For SAP data
The details are kept in the DSO and the infoCube has only the single value for the department for the period Query speed is therefore only 02 seconds on averagehellip
14
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
15
A User Experience example
Our first step is to navigate to the departmental KPIs
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
5
Background
The county has many organizations such as Public heath Emergency Management (fire and ambulances) Sheriff Forensic center Code enforcement Registrar of deeds County clerk Criminal Justice (district attorney district courts jails) Highways Healthcare Parks Solid waste Housing Election HR Treasurer Tax collection County zoo and coliseums airport and much more
A major challenge was to measure these many organizations effetely so that resources could be allocated in the best interest of the citizens
Key concept Transparency in Government
66
What is SEM ndash CPM
The Corporate Performance Monitor (SEM-CPM) is part of the Strategic Enterprise Management BI tool suite It consists of the Performance Measurement (PM) area and the Strategy management area (SM)
The Performance Management area consists of four distinct areas 1 Management Cockpit2 Measure Builder3 Benchmarking4 Delivery of business content
The Strategy Management consists also of four areas1 Balanced Scorecard2 Strategy modeling3 Value Driver Tree4 Risk Management
ObjectiveObjective
MeasureMeasure Value Driver TreeValue Driver Tree
RiskRisk
StrategyStrategy
InitiativeInitiative
Source J Lombard 2006
77
Strategy Management and Performance Measurement ndash CPM
The presentation layer in SAP CPM cockpits has four layers
bull Cockpit High-level overview (consists of walls)bull Wall A logical grouping of measuresbull Logical view The display level of the cockpit consists of framesbull Frame Lowest level of individual measure display
These presentation layer objects are already Web- enabled and integrated with the Portal They also provide built-in drill-downs and navigation based on how you constructed your measures
88
SEM ndash CPM Walls
Walls can be grouped and are then the highest level of the SEM-CPM Cockpit In this case we have organized the cockpits in a high-level community profile a County theme and walls for two department KPIs
The color codes (red yellow and
green) of the indicators are set based on some
thresholds that we will explore later
SEM-CPM Navigation and Measures
bull The Frames can be based on a set of composite measures that are weighted Ie 6 KPIs can we weighted differently to create an overall measure
bull You can create the hierarchies of measures in the Measure Builder tool (transaction UMK_MB_DISP_PARA)
By clicking on each of the frames you can access more details in graphical cockpits
10
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Data Collection from non-SAP Sources
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
11
Our System Architecture and External data extraction
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
1
3
2
4 5
6
1 Flatfile updates and Manual Updates through ASP pages Gradually being automated
2 Periodic updates through DB connect from SAP BI
3 Periodic updates through BI extractors (ALE)
4 SAP BI Queries executed through ODBO
5 Cockpits hosted in SAP Portal which also provides single sign-on (SSO)
6 Users via standard web browsers on intra or internet
ASP page
External data extraction and updates
By creating a SQL Server database we could standardize the user input and customize the web pages in ASP so that is was easy to do manual inputs
All input are flagged as periodical (monthly qtr or annual) and are open for edits only for a specific period by a few individuals in the department that has access
SQL
Server
Legacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
The extraction from the SQL server database to SAP BWBI is done through a single job that extract all KPI information for the period through the use of SAP BIrsquos DB connect feature
13
Query Performance and Simplification in Infocubes
For Non-SAP data
Since single KPI values for a given department and period are stored in the SQL Server and transmitted to BW The Queries takes on average 02 seconds
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
For SAP data
The details are kept in the DSO and the infoCube has only the single value for the department for the period Query speed is therefore only 02 seconds on averagehellip
14
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
15
A User Experience example
Our first step is to navigate to the departmental KPIs
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
66
What is SEM ndash CPM
The Corporate Performance Monitor (SEM-CPM) is part of the Strategic Enterprise Management BI tool suite It consists of the Performance Measurement (PM) area and the Strategy management area (SM)
The Performance Management area consists of four distinct areas 1 Management Cockpit2 Measure Builder3 Benchmarking4 Delivery of business content
The Strategy Management consists also of four areas1 Balanced Scorecard2 Strategy modeling3 Value Driver Tree4 Risk Management
ObjectiveObjective
MeasureMeasure Value Driver TreeValue Driver Tree
RiskRisk
StrategyStrategy
InitiativeInitiative
Source J Lombard 2006
77
Strategy Management and Performance Measurement ndash CPM
The presentation layer in SAP CPM cockpits has four layers
bull Cockpit High-level overview (consists of walls)bull Wall A logical grouping of measuresbull Logical view The display level of the cockpit consists of framesbull Frame Lowest level of individual measure display
These presentation layer objects are already Web- enabled and integrated with the Portal They also provide built-in drill-downs and navigation based on how you constructed your measures
88
SEM ndash CPM Walls
Walls can be grouped and are then the highest level of the SEM-CPM Cockpit In this case we have organized the cockpits in a high-level community profile a County theme and walls for two department KPIs
The color codes (red yellow and
green) of the indicators are set based on some
thresholds that we will explore later
SEM-CPM Navigation and Measures
bull The Frames can be based on a set of composite measures that are weighted Ie 6 KPIs can we weighted differently to create an overall measure
bull You can create the hierarchies of measures in the Measure Builder tool (transaction UMK_MB_DISP_PARA)
By clicking on each of the frames you can access more details in graphical cockpits
10
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Data Collection from non-SAP Sources
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
11
Our System Architecture and External data extraction
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
1
3
2
4 5
6
1 Flatfile updates and Manual Updates through ASP pages Gradually being automated
2 Periodic updates through DB connect from SAP BI
3 Periodic updates through BI extractors (ALE)
4 SAP BI Queries executed through ODBO
5 Cockpits hosted in SAP Portal which also provides single sign-on (SSO)
6 Users via standard web browsers on intra or internet
ASP page
External data extraction and updates
By creating a SQL Server database we could standardize the user input and customize the web pages in ASP so that is was easy to do manual inputs
All input are flagged as periodical (monthly qtr or annual) and are open for edits only for a specific period by a few individuals in the department that has access
SQL
Server
Legacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
The extraction from the SQL server database to SAP BWBI is done through a single job that extract all KPI information for the period through the use of SAP BIrsquos DB connect feature
13
Query Performance and Simplification in Infocubes
For Non-SAP data
Since single KPI values for a given department and period are stored in the SQL Server and transmitted to BW The Queries takes on average 02 seconds
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
For SAP data
The details are kept in the DSO and the infoCube has only the single value for the department for the period Query speed is therefore only 02 seconds on averagehellip
14
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
15
A User Experience example
Our first step is to navigate to the departmental KPIs
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
77
Strategy Management and Performance Measurement ndash CPM
The presentation layer in SAP CPM cockpits has four layers
bull Cockpit High-level overview (consists of walls)bull Wall A logical grouping of measuresbull Logical view The display level of the cockpit consists of framesbull Frame Lowest level of individual measure display
These presentation layer objects are already Web- enabled and integrated with the Portal They also provide built-in drill-downs and navigation based on how you constructed your measures
88
SEM ndash CPM Walls
Walls can be grouped and are then the highest level of the SEM-CPM Cockpit In this case we have organized the cockpits in a high-level community profile a County theme and walls for two department KPIs
The color codes (red yellow and
green) of the indicators are set based on some
thresholds that we will explore later
SEM-CPM Navigation and Measures
bull The Frames can be based on a set of composite measures that are weighted Ie 6 KPIs can we weighted differently to create an overall measure
bull You can create the hierarchies of measures in the Measure Builder tool (transaction UMK_MB_DISP_PARA)
By clicking on each of the frames you can access more details in graphical cockpits
10
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Data Collection from non-SAP Sources
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
11
Our System Architecture and External data extraction
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
1
3
2
4 5
6
1 Flatfile updates and Manual Updates through ASP pages Gradually being automated
2 Periodic updates through DB connect from SAP BI
3 Periodic updates through BI extractors (ALE)
4 SAP BI Queries executed through ODBO
5 Cockpits hosted in SAP Portal which also provides single sign-on (SSO)
6 Users via standard web browsers on intra or internet
ASP page
External data extraction and updates
By creating a SQL Server database we could standardize the user input and customize the web pages in ASP so that is was easy to do manual inputs
All input are flagged as periodical (monthly qtr or annual) and are open for edits only for a specific period by a few individuals in the department that has access
SQL
Server
Legacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
The extraction from the SQL server database to SAP BWBI is done through a single job that extract all KPI information for the period through the use of SAP BIrsquos DB connect feature
13
Query Performance and Simplification in Infocubes
For Non-SAP data
Since single KPI values for a given department and period are stored in the SQL Server and transmitted to BW The Queries takes on average 02 seconds
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
For SAP data
The details are kept in the DSO and the infoCube has only the single value for the department for the period Query speed is therefore only 02 seconds on averagehellip
14
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
15
A User Experience example
Our first step is to navigate to the departmental KPIs
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
88
SEM ndash CPM Walls
Walls can be grouped and are then the highest level of the SEM-CPM Cockpit In this case we have organized the cockpits in a high-level community profile a County theme and walls for two department KPIs
The color codes (red yellow and
green) of the indicators are set based on some
thresholds that we will explore later
SEM-CPM Navigation and Measures
bull The Frames can be based on a set of composite measures that are weighted Ie 6 KPIs can we weighted differently to create an overall measure
bull You can create the hierarchies of measures in the Measure Builder tool (transaction UMK_MB_DISP_PARA)
By clicking on each of the frames you can access more details in graphical cockpits
10
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Data Collection from non-SAP Sources
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
11
Our System Architecture and External data extraction
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
1
3
2
4 5
6
1 Flatfile updates and Manual Updates through ASP pages Gradually being automated
2 Periodic updates through DB connect from SAP BI
3 Periodic updates through BI extractors (ALE)
4 SAP BI Queries executed through ODBO
5 Cockpits hosted in SAP Portal which also provides single sign-on (SSO)
6 Users via standard web browsers on intra or internet
ASP page
External data extraction and updates
By creating a SQL Server database we could standardize the user input and customize the web pages in ASP so that is was easy to do manual inputs
All input are flagged as periodical (monthly qtr or annual) and are open for edits only for a specific period by a few individuals in the department that has access
SQL
Server
Legacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
The extraction from the SQL server database to SAP BWBI is done through a single job that extract all KPI information for the period through the use of SAP BIrsquos DB connect feature
13
Query Performance and Simplification in Infocubes
For Non-SAP data
Since single KPI values for a given department and period are stored in the SQL Server and transmitted to BW The Queries takes on average 02 seconds
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
For SAP data
The details are kept in the DSO and the infoCube has only the single value for the department for the period Query speed is therefore only 02 seconds on averagehellip
14
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
15
A User Experience example
Our first step is to navigate to the departmental KPIs
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
SEM-CPM Navigation and Measures
bull The Frames can be based on a set of composite measures that are weighted Ie 6 KPIs can we weighted differently to create an overall measure
bull You can create the hierarchies of measures in the Measure Builder tool (transaction UMK_MB_DISP_PARA)
By clicking on each of the frames you can access more details in graphical cockpits
10
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Data Collection from non-SAP Sources
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
11
Our System Architecture and External data extraction
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
1
3
2
4 5
6
1 Flatfile updates and Manual Updates through ASP pages Gradually being automated
2 Periodic updates through DB connect from SAP BI
3 Periodic updates through BI extractors (ALE)
4 SAP BI Queries executed through ODBO
5 Cockpits hosted in SAP Portal which also provides single sign-on (SSO)
6 Users via standard web browsers on intra or internet
ASP page
External data extraction and updates
By creating a SQL Server database we could standardize the user input and customize the web pages in ASP so that is was easy to do manual inputs
All input are flagged as periodical (monthly qtr or annual) and are open for edits only for a specific period by a few individuals in the department that has access
SQL
Server
Legacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
The extraction from the SQL server database to SAP BWBI is done through a single job that extract all KPI information for the period through the use of SAP BIrsquos DB connect feature
13
Query Performance and Simplification in Infocubes
For Non-SAP data
Since single KPI values for a given department and period are stored in the SQL Server and transmitted to BW The Queries takes on average 02 seconds
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
For SAP data
The details are kept in the DSO and the infoCube has only the single value for the department for the period Query speed is therefore only 02 seconds on averagehellip
14
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
15
A User Experience example
Our first step is to navigate to the departmental KPIs
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
10
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Data Collection from non-SAP Sources
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
11
Our System Architecture and External data extraction
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
1
3
2
4 5
6
1 Flatfile updates and Manual Updates through ASP pages Gradually being automated
2 Periodic updates through DB connect from SAP BI
3 Periodic updates through BI extractors (ALE)
4 SAP BI Queries executed through ODBO
5 Cockpits hosted in SAP Portal which also provides single sign-on (SSO)
6 Users via standard web browsers on intra or internet
ASP page
External data extraction and updates
By creating a SQL Server database we could standardize the user input and customize the web pages in ASP so that is was easy to do manual inputs
All input are flagged as periodical (monthly qtr or annual) and are open for edits only for a specific period by a few individuals in the department that has access
SQL
Server
Legacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
The extraction from the SQL server database to SAP BWBI is done through a single job that extract all KPI information for the period through the use of SAP BIrsquos DB connect feature
13
Query Performance and Simplification in Infocubes
For Non-SAP data
Since single KPI values for a given department and period are stored in the SQL Server and transmitted to BW The Queries takes on average 02 seconds
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
For SAP data
The details are kept in the DSO and the infoCube has only the single value for the department for the period Query speed is therefore only 02 seconds on averagehellip
14
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
15
A User Experience example
Our first step is to navigate to the departmental KPIs
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
11
Our System Architecture and External data extraction
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
1
3
2
4 5
6
1 Flatfile updates and Manual Updates through ASP pages Gradually being automated
2 Periodic updates through DB connect from SAP BI
3 Periodic updates through BI extractors (ALE)
4 SAP BI Queries executed through ODBO
5 Cockpits hosted in SAP Portal which also provides single sign-on (SSO)
6 Users via standard web browsers on intra or internet
ASP page
External data extraction and updates
By creating a SQL Server database we could standardize the user input and customize the web pages in ASP so that is was easy to do manual inputs
All input are flagged as periodical (monthly qtr or annual) and are open for edits only for a specific period by a few individuals in the department that has access
SQL
Server
Legacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
The extraction from the SQL server database to SAP BWBI is done through a single job that extract all KPI information for the period through the use of SAP BIrsquos DB connect feature
13
Query Performance and Simplification in Infocubes
For Non-SAP data
Since single KPI values for a given department and period are stored in the SQL Server and transmitted to BW The Queries takes on average 02 seconds
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
For SAP data
The details are kept in the DSO and the infoCube has only the single value for the department for the period Query speed is therefore only 02 seconds on averagehellip
14
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
15
A User Experience example
Our first step is to navigate to the departmental KPIs
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
External data extraction and updates
By creating a SQL Server database we could standardize the user input and customize the web pages in ASP so that is was easy to do manual inputs
All input are flagged as periodical (monthly qtr or annual) and are open for edits only for a specific period by a few individuals in the department that has access
SQL
Server
Legacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
The extraction from the SQL server database to SAP BWBI is done through a single job that extract all KPI information for the period through the use of SAP BIrsquos DB connect feature
13
Query Performance and Simplification in Infocubes
For Non-SAP data
Since single KPI values for a given department and period are stored in the SQL Server and transmitted to BW The Queries takes on average 02 seconds
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
For SAP data
The details are kept in the DSO and the infoCube has only the single value for the department for the period Query speed is therefore only 02 seconds on averagehellip
14
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
15
A User Experience example
Our first step is to navigate to the departmental KPIs
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
13
Query Performance and Simplification in Infocubes
For Non-SAP data
Since single KPI values for a given department and period are stored in the SQL Server and transmitted to BW The Queries takes on average 02 seconds
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
SQL
Server
Legacy
Reporting
systems
Legacy
Reporting
systemsLegacy
systems
UsersUsers
UsersUsers
Users
SAP R3 SAP BWSAP
SEM-CPMSAP
Portal
ASP page
For SAP data
The details are kept in the DSO and the infoCube has only the single value for the department for the period Query speed is therefore only 02 seconds on averagehellip
14
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
15
A User Experience example
Our first step is to navigate to the departmental KPIs
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
14
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
15
A User Experience example
Our first step is to navigate to the departmental KPIs
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
15
A User Experience example
Our first step is to navigate to the departmental KPIs
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
16
Accessing Frames
Now we want to explore the Summary cockpit for Public Safety
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
17
Accessing summary Cockpits
These KPIs are weighted measures of six KPIs for the Emergency management Services The index is color coded for acceptable performance levels
We can click on any graph to enlarge ithellip
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
18
Drilling down to details
Here we can see that the index has turned red That indicates that further research is warranted We added a new drilldown button to make user navigation easier
Note This is sample data from the test system and has not been validated (system went live a few months later)
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
19
Changing indicator graphs on the Cockpits
Some KPIs do not have benchmarks they are not color coded red yellowyellow or green
In those cases SAP codes them with a ldquobeautifulrdquo X
We did not like that and created our own image and replaced the ldquoXrdquo with a customized image instead
In the cockpit the colors are set by the underlying KPI performance When there are no benchmarks you can change the imagehellip
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
20
Exploring the Emergency Management Profile
The profile does not contain benchmark data but is informative about the activities Here we explore the number of EMS 911 calls
From the EMS profile users can access
1 Primary KPIs for the organization2 Program outcome KPIs 3 Tertiary KPIs to manage the operations
KPIs are for all levels of the organization
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
21
Program Outcomes for EMS
Program outcomes include detailed benchmarks for monthly performance and is coded red yellow and green based on actual data Here we see ambulance performance for 1 month
- Building hierarchies of measures gives everyone at all levels of the organization some benefits of using the cockpit
- Getting the management to use the same tool is a major benefit of SAP-BI
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
22
Tertiary Operational Indicators for EMS
The Tertiary indicators are most important for the director of Emergency Management Services It may be combination of survey data taken periodically and system data loaded monthly
Donrsquot be afraid of merging periodical data such as customer satisfaction and employee ratings taken every 6-months with
operational data from source systems
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
23
Tertiary Financial Indicators for EMS
By making financial data easily accessible with the operational data the department managers see a greater benefit of using the cockpits
The data can be annual monthly or weekly as long as it is used for trend lining and management decisions
Be careful about adding daily information When doing so you are leaving management cockpits and have
started building dashboards which have different usage community and a variety of different tools
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
24
Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics amp KPIs
Context Exceptionsalerts Targets and thresholds Trends
Source Linked to systems Linked to plans Linked to BI systemsSources Wayne Eckerson 2005 Bjarne Berg 2006
Dashboard Scorecard amp Cockpits
bull Many companies and people confuse the concepts of dashboards scorecards and cockpits They vary in terms of purpose usage source data etc
bull Most BI systems fall in to the cockpits category
These are typical parameters and some may be slightly different (eg some metrics in a cockpit may
only be updated monthly)
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
25
This case study has 821 KPIs for management amp operations ndash we only looked at one small area with 18 KPIs so far Let us look at the senior managements view of the cockpit and the community profile
Back to the Walls
For senior management the KPIs tends to have more broad applications in terms of scope and level of aggregation Policies
and budgets are based on overall performance and not the day-to-day operations which may fluctuate by seasons
Dashboards ndash not cockpits are used for operational management
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
26
The Senior Managements Community profile
The Community profile is a great way to summarize the organization in terms of descriptive statistics It is a very high-level overview of the status of the organization
For commercial enterprises this is an area that may contain a summary of all employees locations by demographic information and organizational model andor summary production volumes or
sales volumes for last quarter or year and trend lines
Keep the information very summarized
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
27
The Community Profile of an Organization
The community profile should be organized in sub-categories That are informative interesting and have long-term trend line value
This example has six sub grouping of measures and a total of 34 KPIs For example purposes we will explore the long-term Economic trend lines
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
28
Community profile ndash Economic indicators
For long-term indicators donrsquot be afraid to use external data and data that has annual updates The collection of this data is simple low cost and provides everyone with a shared knowledgebase
In the community profile the data should be long-term trends and relevant to Strategic decision making
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
29
Keep the Cockpit useful for a Large community
By keeping the cockpit lsquowidersquo and for a large user community we were able to provide a shared view of a highly diverse government organization
Build a lsquowidersquo cockpit with shared measures that is widely available to all users
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
30
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
31
Automating the Thresholds and the KPI data from Non-SAP systems
The data table in SQL server provides a set of columns that are captures the summary of the results for the period for a department
KPI_ID Period RThreashold YThreashold GThreashold1 2007-10 08000 07500 074992 2007-11 08000 07500 074993 2007-12 08000 07500 074994 2007-07 4500000 4250000 42499995 2007-10 4500000 4250000 42499996 2008-01 210000000 175000000 174999999
hellip hellip hellip hellip helliphellip hellip hellip hellip hellip
This allows the department to update the KPI values for a short time period to correct any errors (done in a simple ASP page)
KPI_ID Period Dept_ID Value Period_type Locked1 2007-10 201 065 Monthly Y2 2007-11 201 064 Monthly Y3 2007-12 201 068 Monthly N4 2007-07 202 386 Qtr Y5 2007-10 202 394 Qtr Y6 2008-01 204 16794 Annual N
hellip hellip hellip hellip hellip helliphellip hellip hellip hellip hellip hellip
Threshold values (Red Yellow and Green) are captured for each period so that the history of historical thresholds can be preserved
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
32
bull Try to avoid empty spaces but donrsquot force unrelated measures into the cockpit view mdash it confuses users
bull Donrsquot use as many types of graphs as possible and never mix more than 3 types of graphs If you use more users have to interpret the pictures as well as the data
bull Missing data points add irritation (it is hard tohide bad data in a cockpit)
32
SEM-CPM Rules for Graphs and Real Estate
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
33
SEM-CPM Rules for Graphs and Real Estate (cont)
There is nothing wrong with using the same type of graphs on a cockpit (eg tachometers or line charts) Users adapt quickly and can absorb the information faster
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
34
Tracking changes over time ndash Annual Measures in context
For an organization to act strategically you need annual performance measures to see the big picture You often have to merge measures also
This is of little value to the operational managers but of great value to the CFO CEO CxO and upper level executives
When the executives are looking at their organization they are frequently examining external data at an annual level
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
35
Use of Complex graphing of annual measures
Sometimes measures has little value unless they are seen in context of other indicators You can use complex graphing with different scales to address this
Example Number of fatalities in road accidents
have limited value in assessing vehicle safety
without seeing the context of total number of
accidents We can click on the graph to examine
this closer
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
36
We now have two measures over 5 years of different scales However SAP-CPM allows you to merge these in a single graph with two scales
Use of Complex graphing of annual measures
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
37
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
38
Single Sign-On (SSO)
We wanted the user to have a shared experience an not having to log-on to the Portal R3 BI and other systems
There are two core ways that SSO can be done in SAP portal 50 and 60
1 SAP Logon Ticket
2 User Mapping (user name and password)
This is a workaround for systems that are unable to verify and receive SAP Logon tickets1048716 For each system object in SAP Portal the logon method is set to UIDPW Each user is then mapped with password and user ID in the SAP system
This is easy to setup but hard to maintain without a central security organization that works across SAP and non-SAP applications
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
39
Single Sign-On (SSO)
SAP Logon Tickets are the best option You need to issue tickets from central location (ie SAP Portal) that all users log-on to
A Go to Visual Administrator and use the using Key Store Administration to get the verfiyder
B Change the profile parameter loginaccept_sso2_ticket = 1 set logincreate_sso2_ticket = 0 Use DEFAULTPFL on back-end system
C Use transaction code - STRUST to import SAP portalrsquos public key certificate (verifyder) to the ticket-accepting systemrsquos certificate list 1048716
D Add the Portal to receiving systemrsquos Access Control List (ACL) by maintaining the TWPSSO2ACL table
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
40
Single Sign-On (SSO) tickets - 3 options for non-R3 systems
1 SAPSSOEXT - Dynamic Link Library for SSO to Java and C applicationsFrom httpservicesapcompatches download the SAPSSOEXT library for SAP logon ticket
2 Web Server Filter for SSO to Web apps that support authentication with
an HTTP header variableSee SAP Note 442401 Web server filter for SSO to third-party systems
3 Web Server Filter with Delegation for Win-Server for SSO to a Microsoft Web-based application SAPSSOEXT Windows Server on IA32 32bit rarr SSO2 To Kerberos Mapping Filter
More at Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
41
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
42
Change Management Process
Since A CPM system is going to track performance over time it is important that the benchmarks and thresholds to not fluctuate frequently
At the same time the organizations and people being measured has an inherent interest in moving the thresholds if they turn yellow or red
Therefore you will need a formal change management process for how to get approvals for changes to the cockpits
Senior management should be the decider not the IT departmenthellip
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
Change Management Process
Change Request form
CompleteNo
Reviewrecommended
Submission
Change Request form
No
Yes
Approved
No
Scheduled
Developed Unit TestedDevl environment
System testedDevl environment
Integration testedQA environment
Approved
Approved
Approved
Moved to
productionNo
No
No
Yes
Yes
Yes Yes
Yes
IT responsible
Business responsible
Sr mgmt responsible
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
44
The Change Management Form - page 1
To make this process work you need a formal instrument
The instrument can be on-line (ie a web page) electronically (word document) or a paper based system
The form should contain at least these fields
The front-page that the requestor
fills out
Requestor NameDepartment
Phone number email
Describe the change requested be detailed
Why is it needed
How important is it that the change occur (how would you
manage if this is not done)
TBD When possible
Future release
Date Break-fix (right now)
When is the change needed
Change Request Form
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
45
The Change Management Form - page 2
This page is used by the system administrator or the project team
The purpose is to have controlled changes that are scheduled and tested appropriately
The back page that the system
admin and approver fills out
Received dateReviewed by
Commentsrecommendation
Pending Not-Approved Future release
Approved Break-fix (right now)
Approval status
Approved byApproved date
Assigned toDue date
Pending Prototyped In QA Tested In Production
Development status
For internal use only
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
46
What Wersquoll Cover hellip
bull Background
bull Data Collection from non-SAP Sources
bull A Very Large Cockpit real example
bull Seasonal thresholds and graphing options
bull Single Sign-On (SSO) and role based security
bull Change Management
bull Wrap-up
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
47
When to Consider CPM mdash Management Cockpits
The management cockpits and Web rendering closely integrate with the pre-delivered measures in SAP Measure Catalog You also can add new measures through SAP Measure Builder
By linking the higher-level measures using Measure Trees you can create true performance measures that are consistent throughout your cockpit and which also take care of most of the Web navigation and drill downs in the cockpit Navigation is built in to the management cockpit and you do not have to build customized links
Consider SAP CPM when you have limited in-house Web skills or when measure consistency and rollups are very important
Drawback Users often complain that there are too many steps that they have to follow when drilling up and down within the measures (rigid navigation that is hard to customize)
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
48
What SAP Tool Should I Use ndash Other Options
BW 3x Web AD
SAP Net-Weaver
2004s Web AD
SAP NetWeaver
Visual Composer
SAP SEM-CPM
Third-party
cockpitsJava SDK
toolsPortal iViews
Multidimensional Analysis (full) - - - -
Portal integration -
Information Broadcaster - - - - -
Formatted reporting - - - - - -
Graphical options (delivered) - -
Automatic code generation - - - - -
SAP integration
Direct support for non-BW data - - - -
Simplicity to use and learn - - - -
There are many options and sometimes the choice is based on what you are familiar with and whether you enjoy using new tools
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
49
Resources
Presentations articles and accellerators
wwwcomeritnet
bull SAP Insider Online Portal security by Patrick Dixon httpwwwsapinsideronlinecomdownloadsLas_Vegas_2007presentationsTrack9_session9pdf
bull Building Cockpits and Dashboards Shortcuts Design Best Practices and Guidelines to Ensure You Pick the Right SAP Tool for the Job - Reporting and Analytics 2007 WIS publishing
httpcsc-studentweblrceduswpBergarticlesRampA_2007_Berg_building_cockpits_dashboards_v3ppt
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
50
7 Key Points to Take Home
bull Donrsquot underestimate the time it takes to get management buy-in to measures thresholds and performance graphs
bull Get very senior management sponsorship If you cannot get it go with OLAP instead
bull Instill the tool into the organizationrsquos decision making process Ie Create a periodic (monthly) meeting with KPI reviews
bull Formalize a process when and how KPIs can be changed Approvals should be done by Sr executives and not very often (seek measure stability)
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
51
7 Key Points to Take Home
bull Seek middle management input and allow them to comment on the system before the designed is locked and before go-live
bull Create organizational profiles top KPIs and performance measures for lover organizational levels
bull Make sure that your cockpits have a broad user community and are consistent in color graphs and data
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet
52
Your Turn
How to contact meDr Bjarne Berg
bergbcomeritnet