hossein moradi [email protected] it expert.ir december 2008
TRANSCRIPT
The problem domain“I have several piles of data, and I want to
get some value out of them
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BUSINESS INTELLIGENCE VS. PERFORMANCE MANAGEMENTBI is about delivering information while PM is about acting on that information
BI delivers the information necessary for people to monitor their business and make decisions on how to run it
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Scorecard• A scorecard is a small, direct application
– that tracks a collection of key performance indicators (KPIs),
– and shows current actual values – and target values, – and a score for the KPI
• Scorecards are strategic - they show long-term values, goals, and trends
• Data in a scorecard should not be the type of data you would want to see in real time, but rather data that you monitor on a weekly or even monthly basis
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Scorecard
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THE BALANCED SCORECARD• It is a special case of scorecard called a
balanced scorecard• It was created by Robert Kaplan and David
Norton in 1992• Their goal was to pull the focus of management
off the balance sheet (profit/loss) and pay attention to those factors outside finance that are indicative of the health of the company.
• To do this, they created what they called perspectives to aggregate KPIs and/or objectives (collections of KPIs).
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balanced Scorecard GoalIt is to identify factors that are critical to the
success of a business (and that will affect profit and loss down the line) before they become critical problems
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four perspectives in a balanced scorecardFinancial: Standard profit-and-loss type dataCustomer: Measures indicative of customer
satisfactionInternal business processes: The health of
the company’s processesLearning and growth: Primarily focused on
employee quality and satisfaction
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Strategy Maps• They were created by Robert Kaplan and
David Norton while working on balanced scorecard implementations
• Strategy maps are designed to link a company’s high-level goals (perspectives, in balanced scorecard parlance) to the KPIs that measure how the company is performing on the measures that drive the business
• A strategy map shows how KPIs relate to objectives and then to perspectives
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Key Performance IndicatorsA KPI is where the business meets the dataWhile a scorecard can have perspectives and
objectives as business drivers, the actual metrics- the KPIs- are going to be data driven
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KPIKPI must be SMARTSome examples of good KPIs include
customer attritioncost of acquiring a customeremployee retentionpercent of late deliveriesaverage wait times, and revenue growth
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DashboardA dashboard is more tacticalThis is where you’ll see your near-real-time
dataYou’ll want charts and graphs that show data
changing over hours, and how the data interrelates
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Dashboard
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Dashboard Vs. ScorecardA dashboard in a car shows real-time data: oil
pressure, speed, RPMs, and so on; while a GPS display and maintenance record are similar to a scorecard showing where you’ve been and the long-term trends of your performance
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Dashboard Vs. Scorecard
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