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An Automated Executive and Managerial Performance Monitoring, Measurement and

Reporting System

Team Members:

 Corey SinclairElvia SerranoBeata Gireyev

IVAAN’s

Information Variance and Analysis NoticesInformation Variance and Analysis Notices

Measure, monitor, report deviations using Key Measure, monitor, report deviations using Key Performance Indicators Performance Indicators

Provide accurate,valid and timely informationProvide accurate,valid and timely information

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History of Measurement and Reporting Systems

Fredrick Taylor (1800s)Fredrick Taylor (1800s)

Short Interval Scheduling (1970s)Short Interval Scheduling (1970s)

Balanced Scorecard, Key Performance Indicators Balanced Scorecard, Key Performance Indicators (present)(present)

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Shortcomings

Latency ( Delay)

Masking of key factors via filtering, shaping or conditioning of important facts

IVAAN: application of intelligent agents to gain real time information

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Characteristics of Intelligent Agents

Autonomous Goal Driven Impersonal Adaptive Intelligent

Information Variance and Analysis Notices (IVAAN’s)

Principal CharacteristicsPrincipal Characteristics

Apply as “Management by Exception”Apply as “Management by Exception”

Precise information sent to responsible party Precise information sent to responsible party automaticallyautomatically

No delays in receiving unbiased critical information No delays in receiving unbiased critical information and measures. Operates in real timeand measures. Operates in real time

IVAAN’s Network Tools PULL AGENTSPULL AGENTS

Information Filtering Information Filtering Management ExceptionsManagement Exceptions

PUSH AGENTSPUSH AGENTS Push technologies automatically send Push technologies automatically send

exceptions to the responsible parties exceptions to the responsible parties

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Messaging Systems Timely delivery of key performance Timely delivery of key performance

informationinformation

Automating tasksAutomating tasks

Provide useful alert systemsProvide useful alert systems

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IVAAN Concept

Information

Pull Agent Message System

Interrogation Push Agent IVAAN Notices

Mainframe Database:

Historical & Current Data

Server –

Resident IVAANSs

Client Desktop:

IVAAN’s Received

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Example of a Messaging System Used by Management at Printronix

BudgetingBudgeting

Deviation from Plan Deviation from Plan

Messaging systemMessaging system

Automatically notify Management when Automatically notify Management when G/L accounts are over budgetG/L accounts are over budget

Example Example http://www.ssui.com/

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161000 Irvine Freight and Duty Without Increases

Q3 FY 2005 Q4 FY 2005

Bud Bud Bud Weekly Bud Bud Bud Weekly

Acct # Description Oct Nov Dec Rate Jan Feb Mar Rate

626002 Freight In - From BV 1,724 1,724 2,155 431 1,724 1,724 2,155 431

626003 Freight In - From Irvine 0 0

626004 Freight In - SXN - Sea 30,443 30,443 38,054 7,611 30,443 30,443 38,054 7,611

626005 Freight In - SXN - Air 26,733 26,733 33,416 6,683 26,733 26,733 33,416 6,683

626008 Frt In-int'l Ocean (Mat'l Purchases) 0 0

626009 Frt In-int'l Air (Mat'l Purchases) 0 0

626010 Frt In Domestic (Mat'l Purchases) 0 0

626011 Freight In - From Memphis 0 0

626500 Frt Out-Product Related 136 136 170 34 136 136 170 34

626501 Freight Out- Singapore 0 0

626502 Freight Out- HOL prior 500 500 500 115 500 500 500 115

626503 Freight Out-SXN prior 500 500 500 115 500 500 500 115

626570 Frt out -Prod. Rel. PR 0 0

626700 Freight - Dist Hdlg Fee 0 0

626800 Freight Claims Reimbursement 0 0

626801 Freight Shipping 0 0

626802 Freight-Order Entry Errors 0 0

626850 Mexican Northbound Freight 0 0

626860 U.S. Southband Freight 0 0

626870 U.S. Northbound Freight 1,612 1,612 2,015 403 1,612 1,612 2,015 403

627000 Duty 5,096 5,096 6,370 1,274 5,096 5,096 6,370 1,274

627001 Import Broker's Fees 484 484 605 121 484 484 605 121

627002 Duty Drawback 0 0

627015 Mexican Customs Broker 0 0

Total Freight & Duty 67,228 67,228 83,785 16,788 67,228 67,228 83,785 16,788

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Next Generation EIS and IVAAN

Positive Correlations Positive Correlations HeterogeneityHeterogeneity DynamismDynamism HostilityHostility

Purpose of DataPurpose of Data Scanning Gains in Effectiveness Scanning Gains in Effectiveness Focused Search Gains in EfficiencyFocused Search Gains in Efficiency

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Scanning Content

So what is actually being scanned .. So what is actually being scanned .. Capturing the reality of complex OrgCapturing the reality of complex Org

IVAAN Key IssuesIVAAN Key Issues PracticalityPracticality Cost EffectivenessCost Effectiveness Social factorsSocial factors