© 2008 wellesley information services. all rights reserved. lessons learned from the implementation...

52
© 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr. Bjarne Berg

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Page 1: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 2: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 3: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 4: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 5: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 6: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 7: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 8: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 9: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 10: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 11: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 12: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 13: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 14: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 15: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 16: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 17: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 18: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 19: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 20: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 21: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 22: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 23: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 24: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 25: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 26: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 27: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 28: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 29: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 30: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 31: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 32: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 33: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 34: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 35: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 36: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 37: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 38: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 39: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 40: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 41: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 42: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 43: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 44: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 45: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 46: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 47: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 48: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 49: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 50: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

Page 51: © 2008 Wellesley Information Services. All rights reserved. Lessons learned from the implementation of an SAP NetWeaver Business Intelligence cockpit Dr

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

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Your Turn

How to contact meDr Bjarne Berg

bergbcomeritnet