high level software solution overview

Corporater - Enterprise Performance Management Suite www.corporater.com

CORPORATER

INDIGO ICON, OFFICE 1902

JUMEIRAH LAKES TOWERS

PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293

Email:[email protected]

www.corporater.com

Software Solution Overview

Contact: Srivathsan Krishnaswamy Regional Sales Manager – Middle East Email: [email protected] Mobile: +971 55 764 4542

mailto:[email protected]


CORPORATER



PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293


www.corporater.com

High-level solution proposal Overview Corporater EPM Suite offers everything needed to quickly create and cascade Balanced Scorecards, performance dashboards, strategic initiatives, risks and enterprise reports. It contains additional features to help manage initiatives, risks, operations, benchmarking, and resources. EPM Suite supports a wide range of performance management models and practices. All of Phase 1 requirements are ready for implementation, out of the box. Business in Control Corporater EPM Suite is designed for business users — for all types of industries. It enables companies to create and maintain a culture of performance through managing metrics, scorecards, dashboards, initiatives, and plans. Customers can easily adapt and respond to constantly changing business needs --- without relying on their IT department. Why Corporater Corporater EPM Suite provides rich features that promote alignment, support accountability, and enable communication and actions to drive performance and execute strategy. In-house applications require much time and resources to build, often have limited features, and are very expensive to maintain. Corporater provides everything needed, out of the box. High level benefits Clarity Summarize overall business performance at a glance. Quickly navigate to problem areas, and identify root causes. Alignment Align all of organizational performance management practice areas, such as risk, operations, quality, finance, human resources, projects, and initiatives. Cascade scorecards, dashboards, and strategy maps to all levels of the organization. Communicate and Act Easily add comments, enter data, or add actions to scorecard elements. Share best practices across the organization. Create corrective actions and provide feedback on performance results. Powerful and certified EPM Suite is scalable to any size of organization. Its full-featured functionality is certified by the Balanced Scorecard Collaborative, the organization founded by the creators of the Balanced Scorecard. Fast results Ready to run and easy to use, Corporater ensures a successful roll-out to the entire organization. Flexible Built to support the Balanced Scorecard, EPM Suite also supports quality initiatives, such as Lean, Six Sigma, EFQM, and can be easily customized to meet unique management needs. Automation Connect to existing data to automate collection. Automatically generate and distribute reports, alerts, notifications, and forms.


CORPORATER



PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293


www.corporater.com

Key Features: Balanced Scorecards, Dashboards, and Metrics Management Corporater EPM Suite helps organizations and companies clearly define and communicate strategy and goals across the enterprise. Scorecards Cascade scorecards - navigate through organizational scorecards and drill through performance measures. Strategy and Process Maps Create strategy and process maps- Communicate and visualize strategy and work processes. Link maps to strategic themes, metrics, sub-processes, or supporting resources. Metrics Management Create detailed views of KPIs and performance metrics, complete with status, trend, historical data, supporting information, and feature-rich charts and graphs. Align with other business processes by linking to strategic initiatives, risk elements, and quality and process activities. Large projects can be easily managed by creating KPIs and metrics in a central library to be reused throughout your organization. Benchmarking Benchmarking features are built-in, making it easy to rank and compare business units. Recognize and reward your top performers, while motivating underperformers. Share your successes and best practices across your organization. Actions and alerts Drive accountability- using comments, initiatives, task lists, reminders, notifications, and alerts. Enterprise Reporting Create and distribute enterprise reports-- and distribute throughout the organization. Merge performance management information with other documents. Attach reports to scorecards or email to subscribers. Dynamic reporting enables creation of reporting rules and conditions. Alert reports quickly highlight problem areas. Reports the way you want them- EPM Suite version 4.0 offers dynamic reporting, and publishes reports in the formats of your choice, including Word, PDF, PowerPoint, Open Office, and others.

Office Integration—Continue to use report formats you are familiar with.

Templates—Create reports once, and reuse anywhere.

Dynamic Reporting—Set conditions for reporting—simplify your workflow.

Initiatives, Plans, and Projects Link Strategic Initiatives- Drive performance through actions. Manage tasks and milestones, and link initiatives to your objectives KPIs, and measures. Standardize your processes by creating quickly accessible templates of frequently used initiative elements. Monitor the progress of initiatives- communicate the progress and status in meeting goals and milestones. Track and monitor the human and financial resources used by your initiatives. Focus your resources on activities that deliver the most value. Create initiative dashboards and scorecards that clearly summarize the status of sub-initiatives and activities.


CORPORATER



PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293


www.corporater.com

Initiatives can be used anywhere you need them to help track and monitor plans and actions that drive your performance. Individual tasks can be assigned to users and will appear on users’ My Pages for quick reference. (Maybe show a visual linking nested initiatives to both an org tree and a user list) Risk management Manage the factors that potentially stand in the way of meeting your objectives, goals and targets by linking risks to your performance management model. Enhance the safety of your employees, protect property and environment, and strengthen your brand reputation. Risk elements help visualize the probability and consequences of potential risk factors. Risk plans may be linked to address risk areas by minimizing risk factors. Advanced Features - EPM Suite is fully scalable to meet the needs of all types of organizations

Template system - metrics and scorecards can be very rapidly cascaded

Create and distribute web forms and surveys

Custom trending and status functions

All-new report engine

Customization- full customization of all elements within the system

Custom charts and graphs

Customization of user interface

Enhanced layout options

Custom drill-downs into underlying data

User management- easily import and manage large numbers of users

Advanced access control options

User profile system

Single-sign on and LDAP support

Information Management- greater flexibility and more options for connecting to source data

Transformer module- imports existing data structures and historical data

Access to ETL tools

Ability to directly connect to source data

Tight integration with third party tools


CORPORATER



PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293


www.corporater.com

Application Architecture Corporater Enterprise Performance Management Suite (Corporater EPM Suite) is a standardized web-based solution that requires minimal effort in setup. The modular design allows organizations to choose the functionality they need, and add functionality as their needs change over time.

Figure 1: Key Modules of Corporater EPM Suite


CORPORATER



PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293


www.corporater.com

All modules are designed to work within a unified architecture, eliminating the need for numerous products to collect, report, and analyze data. Through scalable architecture, users can navigate from reports, to scorecards, to analytic tools through a single interface: a web browser. Business users can design and format reports through a WYSIWYG interface, and generate reports in familiar office file formats. Design Philosophy Corporater’s slogan is “Business in Control.” This means much more than implementing an Enterprise Performance Management project to help in implementing strategy, managing performance metrics, tracking initiatives, benchmarking, and reporting. Business in Control also means that the business user can configure and manage the provided solutions without the need for advanced IT knowledge. Business in Control means that the software was designed with the needs and functionality required by business users. This frees the users from relying on their IT departments for managing the business side of their projects. Business in Control means that you can connect to your existing BI tools, and can create reports in the standard formats that you are already using, such as Word, PDF, Open Office. Corporater EPM Suite’s intelligent design allows users to define elements once, and to re-use them throughout the reporting environment. Exceptions and differences can easily be overridden. This allows easy development and maintenance of very large reporting environments. Business in Control also understands that business users want full control over how their information is presented. Corporater offers a portal design studio that allows custom views of the end-user interface, including individual page layout, custom tabs, and full control of all report elements. Business in Control means the understanding of the customer need to control the cost of implementation. Corporater EPM Suite requires minimal development or custom programming costs. Rather, implementation involves the predictable costs of configuring the software to report the desired data. Development History Corporater is an established, product-driven Balanced Scorecard Collaborative (BSCol) certified, specialty vendor of Balanced Scorecard (BSC) and Performance Management software solutions that are flexible, ready-to-run, and that can be easily managed and configured by business users. In addition to offering its Enterprise-level BSC package, Corporater is the first EPM vendor to offer an on-demand, Software as a Service (SaaS) solution. Corporater solutions assist businesses to more effectively manage performance through building dashboards, enterprise reports, and balanced scorecards. Functionality to manage initiatives, visualize strategy, and tools to assist in budgeting, management meetings, risk management, manual and automated data collection, and analysis are also available. While its solutions are based on the latest in technology, Corporater targets its solutions toward business users, rather than IT departments through its focus on solving business problems. We offer a unique value to customers through a low total cost of ownership and its ease of use and configuration. Corporater designs all of its tools to be highly flexible and can be easily integrated with legacy systems, ERP systems, and other solutions already in use. Corporater Enterprise Performance Management Suite (EPM Suite) is in use by over 200,000 users worldwide in a wide range of public and private businesses and organizations, including municipalities, energy, banking and finance, oil and offshore, shipping, manufacturing, Education, health care, media, and communications.


CORPORATER



PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293


www.corporater.com

Functional Capabilities Summary Balanced Scorecards, Dashboards, and Metrics Management a) Scorecards Cascade scorecards - navigate through organizational scorecards and drill through performance measures by perspective and theme.

Figure 2: Organizational Scorecard by Perspective and Theme


CORPORATER



PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293


www.corporater.com

Figure 3: Organizational Scorecard 2

Figure 4: Organizational Scorecard 3


CORPORATER



PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293


www.corporater.com

b) Strategy and Process Maps Create strategy and process maps - communicate and visualize strategy and work processes. Link maps to strategic themes, metrics, sub-processes, or supporting resources.

Figure 5: Strategy Map

Figure 6: Strategy and Process Map 2


CORPORATER



PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293


www.corporater.com

c) Business Performance Metrics Create detailed views of KPIs and business performance metrics, complete with status, trend, historical data, supporting information, and feature-rich charts and graphs. Align with other business processes by linking to strategic initiatives, risk elements, and quality and process activities. Large projects can be easily managed by creating KPIs and metrics in a central library to be reused throughout your organization.

Figure 7: Business Performance Metrics d) Benchmarking Benchmarking features are built-in, making it easy to rank and compare business units. Recognize and reward your top performers, while motivating underperformers. Share your successes and best practices across your organization.

Figure 8: Benchmarking


CORPORATER



PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293


www.corporater.com

e) Actions and Alerts Drive accountability - using comments, initiatives, task lists, reminders, notifications, and alerts.

Figure 9: Actions and Alerts


CORPORATER



PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293


www.corporater.com

Enterprise Performance Management Reporting Create and distribute enterprise reports - and distribute throughout your organization. Merge your performance management information with other documents. Attach reports to scorecards or email to subscribers. Dynamic reporting enables you to set reporting rules and conditions. Alert reports quickly highlight problem areas. Reports the way you want them: Cascade scorecards - navigate through organizational scorecards and drill through performance measures.

Office Integration - continue to use report formats you are familiar with.

Templates - create reports once, and reuse anywhere.

Dynamic Performance Management Reporting - set conditions for reporting-simplify your workflow.

Figure 10: Monthly Report

Figure 11: Objective Report


CORPORATER



PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293


www.corporater.com

Figure 12: KPI Risk Report

Figure 12: Summary Report


CORPORATER



PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293


www.corporater.com

Initiatives, Plans and Projects a) Link Strategic Initiatives Drive performance through actions. Manage tasks and milestones, and link initiatives to your objectives KPIs, and measures. Standardize your processes by creating quickly accessible templates of frequently used initiative elements.

Figure 13: Link Strategic Initiatives

Figure 14: Align Activities to Initiatives


CORPORATER



PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293


www.corporater.com

b) Monitor the progress of initiatives Communicate the progress and status in meeting goals and milestones. Track and monitor the human and financial resources used by your initiatives. Focus your resources on activities that deliver the most value. Create initiative dashboards and scorecards that clearly summarize the status of sub-initiatives and activities.

Figure 15: Monitor the Progress of Initiatives c) Drive accountability Initiatives can be used anywhere you need them to help track and monitor plans and actions that drive your performance. Individual tasks can be assigned to users and will appear on users' My Pages’ for quick reference.

Figure 16: Drive Accountability


CORPORATER



PO BOX: 309063

DUBAI, UAE

TEL +971 4 433 9879

FAX +971 4 431 2293


www.corporater.com

Risk Adjusted Performance Management a) Link Risk Factors Manage the factors that potentially stand in the way of meeting your objectives, goals and targets by adjusting risks to your performance management model. Enhance the safety of your employees, protect property and environment, and strengthen your brand reputation. Risk elements help visualize the probability and consequences of potential risk factors. Risk plans may be linked to address risk areas by minimizing risk factors.

Figure 17: Link Risk Factors

b) Monitor the status of Risk Factors Communicate and clearly visualize the status of multiple risk factors using risk charts. Track and monitor changes in risk probability and consequence.

Figure 18: Monitor the Status of Risk Factors

c) Drive Accountability Risk elements can be used anywhere you need them to help assess factors which may affect performance. Risk can be assigned to users and will appear on user's ‘My Page’ for quick reference.