A Dashboard Primer Integrate Adapt Distribute 42005 2
A Dashboard Primer Integrate Adapt Distribute 4/20/05
2 Attaining Visibility into Business Operations 10/20/2021 § § Finding the information needed to make sound decisions can be time consuming and costly… – Complex and diverse data sources – Manual, inefficient processes (e. g. , sifting through reports) – Difficult to get specific information (complex data queries) Visibility into operations essential for: – Making quick, accurate, informed decisions – Measuring execution against key performance indicators – Ensuring the accuracy, timeliness and consistency of data for regulatory reporting
3 Dashboards Provide Business Advantage 10/20/2021 § Consolidate information, presenting Key Performance Indicators (KPIs) in an intuitive, graphical manner – – § Deliver actionable information in a timely, dynamic, consistent way – – – § Alerts managers to deviations, averting potential problems Drives action Reduces data inaccuracies Enable monitoring of execution versus performance goals – – § Improves decision making Enables transparency in the organization Focuses teams on key business success items Facilitates management by exception Reduce cost of information delivery – Eliminates manual processes (e. g. , static reports)
4 Dashboards Provide Data Visibility & Insight 10/20/2021 Alerts Data Filters Hi-Fidelity Charts Drill Downs Utilities (Export, Print)
5 Common Acronyms/Terms 10/20/2021 • BI – Business Intelligence • KPIs – Key Performance Indicators, metrics used to measure business performance • ETL – Extraction, Transformation, Loading • OLTP – Online transaction processing, raw data used to track day-to-day operations — each sale, purchase and inventory change, for example. • Data Warehouse – Combined view of all the relevant data a company has in a single location, cleaned and processed into the right formats for analysis. • OLAP – Analysis of data in a database, generally a data warehouse (data mart, data cube) designed to provide end users a quick way of slicing and dicing the data. • EAI – Enterprise Application Integration • BAM – Business Activity Monitoring • CPM – Corporate Performance Management • Balanced Scorecard – View the organization from four perspectives, and to develop metrics, collect data and analyze it relative to each of these perspectives: Learning and growth, business process, customer, financial.
6 Dashboards - Rapidly Emerging Opportunity 10/20/2021 § “ 25% of companies are evaluating new investments in scorecards and dashboards. ” § “Dashboards are distinct from BI initiatives and may present opportunities for new vendors. ” § “ 71% of companies indicated that they will be accessing operational sources directly, as compared to 42% with BI tools…”Dashboards communicated KPIs directly from operational data sources in addition to data warehouses. ” § “We see dashboards as the most direct route to unlocking broader operational intelligence to diverse audiences within any company. ” Source: AMR Research, “Unique Adoption Plans for Scorecards and Dashboards to Drive EPM Initiatives Deeper into the Enterprise”, March 31, 2005
What to Look For In a Dashboard Provider 7 10/20/2021 ü ü ü ü ü • Source: Forrester Research and Patty Seybold Support for rapid iteration Ability to tailor KPIs by role Delivery of timely, relevant information Metrics aligned with process Ability to enable action and collaboration Dynamic alerts Intuitive interfaces with visually engaging graphics Support for multiple drill-down levels Complimentary to portal initiatives
Why Dashboards Should Be Portal-Based 8 10/20/2021 § Roles - Portals support easy role-based tailoring of dashboards—each person sees THEIR own dashboard. § Multi-level drill down - Drill down not only into reports, but into actual application data to analyze what’s going on. § Collaboration and action - You can not only monitor activity; you can interact with applications, send emails, convene meetings—take action! § Robust Tools - Easy to administer, change, and tailor. § Real-time integration - Portals enable real-time, or near real-time, monitoring of the disparate applications that are running the business.
Easily Configure Views & Add New Portlets 9 10/20/2021 Configure Power users can easily manipulate data fields, change presentation types, set data filters and change the portlet layout Power User Browser-based Customizer Extend Developer Portlet Factory
10 Adaptive, Role-Based Dashboards 10/20/2021 Adaptive, role-based dashboards automatically adapt their structure, presentation, flow, and access rights depending on the role and personal preferences of the user. ü Regional Sales Mgr Sales VP ü ü Quickly create new roles or modify existing roles onthe-fly Easily map roles to Portal groups via browser-based administration Dynamically associate roles to portlets
11 BI Vendors - Approach to Portal Integration 10/20/2021 In general, Business Intelligence (BI) vendors have difficulty pitching an enterprise portal integration story because: § Most only integrate with portals through the use of i. Frames and/or URL’s. This type of integration: − Doesn’t take advantage of portal features (collaboration, rolebased portlets) − Doesn’t support composite portlets − Doesn’t supportlet-to-portlet communication (C 2 A) § BI dashboard viewers may pose a security risk (i. e. Active X controls) Bowstreet solves these issues by abstracting Portal API’s and enabling native WPS integration
12 Dashboard Approaches 10/20/2021 Hard Wired Open Solutions BI Vendors Proprietary Solutions Bowstreet CPS IM KPIs Alerts SAP/Oracle Process E-mail Process KPIs Alerts DM Process Web. Sphere Portal / Bowstreet PF Data Cube RDBs Spreadsheets Domino Web Services Process SAP / Oracle EP ERP/SCM/CRM/PLM
13 Key Dashboard Requirements 10/20/2021 Portal-based implementation Ø • Rapidly distribute business performance data to a wider audience • Allow team members to collaborate in real-time • Provide role-based, secure data access • Allow business users to easily drill down into application data “Large companies are increasingly using portal technology for business-critical (composite) applications” - Gartner Ø Multi-source data integration • Deliver timely, accurate operational data • Obtain true visibility into an organization’s health • Empower decision makers to instantly react to opportunities and threats “Companies are deploying scorecards and dashboards that communicate key performance indicators directly from operational data sources in addition to data warehouses and marts. ” – AMR Research
14 Market Landscape 10/20/2021 Native Integration Bowstreet App Vendors (SAP, Oracle) Portal Vendors (Plumtree, BEA) BI Vendors (Cognos, BO) Dashboard Pure-play (CXO) Portal Integration Light Integration Single Source Multi-source (Cube, Db, App) (Disparate Systems) Data sources
15 WPS + Bowstreet Dashboard Advantages 10/20/2021 § § Highly configurable Dashboard solutions that provide unprecedented role-based variability and control – Portlet content/data that is specifically tailored to the diverse user roles and sub communities within large organizations – Browser-based wizards enable business users to personalize portal applications without IT involvement – Application Extensions and a separate data services layer enable solutions to easily snap-on to multiple backend data sources App development tools for rapid deployment and customization – Rapid deployment using pre-built dashboard components, i. e. , tables, charts, drill downs, data filters, alerts – Enable less-skilled programmers and business analysts to build portlets – Exponentially lower TCO through better change management
Corporate Performance Suite 16 10/20/2021 Bowstreet’s Corporate Performance Suite aggregates data from disparate systems into robust dashboard applications, providing companies with a consolidated, real-time view of their Key Performance Indicators (KPIs). Key Features: § Robust alerting engine with configurable thresholds § Highly interactive charting/graphing capability § Wizard-driven portlet templates § Convenient portlet utilities, such as export to excel, print, and email § Full support for Web. Sphere Portal (People Awareness, Click-to-Action, SSO) § Role-based configuration § Browser-based portlet customization capabilities § Support for multiple backend systems § Centralized administration console
Repository of Reusable Portlet Templates 17 10/20/2021 Wizard-driven portlet templates capture high-level dashboard design patterns, speeding the creation of custom portlets. Scorecard Gauge -> Trend -> Details Table drill-down My Alerts Configurable Thresholds Pie Chart -> Details table Trends Data Filters
18 Key Bowstreet CPS Benefits 10/20/2021 § Dynamic, timely access to operational data and historical data § Native integration with IBM Web. Sphere Portal § Business user configurable § Multi-source data integration § Role-based composite applications (tailored to diverse audiences) § Decreased deployment time § Real-time alerting with adjustable thresholds
19 Customer Proof Points – Dashboards 10/20/2021 Customer Type Data Sources Sales Dashboard SAP, Domino, Oracle Physician’s Dashboard Mc. Kesson, Kodak, RDBs Store Manager Dashboard Informix, DB 2, RDBs Executive Dashboard Oracle Executive Dashboard Hyperion, Oracle, Web services
20 Dashboard Conversation – Questions to Ask 10/20/2021 § What type of dashboard are you considering, i. e. , executive, sales, financial, procurement, compliance, etc? § Do you have a data warehouse? If so, which BI vendors do you work with? Listen for the data sources below: - Applications – Domino, Siebel, SAP, People. Soft, JD Edwards - Databases - JDBC Compliant database - BI vendors – Need a web services interface or Java API (Cognos, Business Objects, Hyperion, etc. ) - Legacy – Need a web services interface or Java API § Who needs access to information in the organization? Do the dashboard users belong to different brands, have different roles, work in different geographies, have different access privileges, etc…? § Is all the data in one database, or do you need to pulling information from multiple data sources? If they don’t know, ask if users need to view real-time operational data, as well as historical trend data. § Does your company have a portal infrastructure, or do you have an active project to invest in a portal? § Have you developed dashboard requirements, identified the KPIs, etc? This will help determine project maturity and/or the need for consulting.
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