saug national summit | hilton hotel, sydney september 2013 get the most out of your reports paul...

SAUG National Summit | Hilton Hotel, SydneySeptember 2013

Get The Most Out Of Your Reports

Paul HawkingVictoria University

plug

www.business.vu.edu.au/bi

Best Practice

Accurate Information

ActionableReports

Effective Decisions

Corporate Performance

Accepted Metrics

Pain Points

• No clear reporting strategy• Many companies find that after 2 years that

more than 50% of the reports they have created are not used

• Silo reporting groups emerge to fill gaps – increasing cost of information delivery

Measuring Success and Value of Reports

Overall Success Of Reports

Implementation Success

User Success

Operational Success

Business Success

• Create a formal, continuous process for measuring success and value generated

• Identify and measure results of each report initiative• Establish realistic goals and expectations based on

capability / maturity

• On-time, • On-budget

• User adoption• Usage tracking• User satisfaction

• Productivity improvements

• Process efficiency and effectiveness

• Key performance indicators

• Return on investment• Economic value add• Revenue increases• Cost Savings• Customer / corporate

profits• Enables Business

Strategy and Completive AdvantageV

alu

e C

reate

d

Reporting Process• Ensure repeatable Best Practice• Reduce redundant and non actionable reports• Strategic alignment of reports

Understand the Business

Process

Understand Associated Decisions

Identify Key Information

Objects

Determine Report

Functionality

Evaluate Report Impact

Understand the Business

Process

Understand Associated Decisions

Identify Key Information

Objects

Determine Report

Functionality

Evaluate Report Impact

• Talk to Stakeholders– Subject Matter Experts (SME)– Management– Users

• Observe the Business Process• Review existing reports and documents

Understand the

Business Process

• Triggers• Decision Latency• Decision Workflow• Contextual Information

Understand Associated Decisions

Understand Associated Decisions

1. Scan the KPIs Look for exceptions by scanning

multiple reports daily

2. Isolate the Problem Look through several reports that

contain detailed data to determine which specific area needs attention

3. Determine the Root Cause Conduct OLAP analysis to analyze

related dimensions and contextual information to determine root cause of the problem

Decision Workflow

• Key Figures/Measures – Calculations

• Business Entities• Attributes of Business Entities• Hierarchies

Identify Key Information

Objects

Key figures

Material

Time

Sales

Identify Key Information

Objects

Information ModellingIdentify Key Information

Objects

Understand Data SourceIdentify Key Information

Objects

Source Systems

• Identify Extraction rules• Identify Transformation rules• Identify Business Rules

Identify Key Information

Objects

• Audience• Navigation• Drill down• Visualisation Requirements• Medium• Templates

Determine Report

Functionality

• Response times• Usage

– What did they access next?• Business impact (business case)

Evaluate Report Impact

Future Reporting Trends • Collaborative Analysis

• Who used the report and what other

reports did they look at

• What is influencing the business process

• Collaborative report design

Where To StartReport Audit and Analysis1. What actions occur as a result of the report?2. If no actions why not?3. Under what circumstances will an action occur?4. Do other similar reports exist5. Modify the report to be actionable

Snakes and laddersData Integration

Meta Data

Data Quality

Executive Support

Master Data

BI Strategy

Skills

BICC

Paul HawkingSAP Academic Programs DirectorCollege of BusinessTelephone: +61-3-99194031Mobile: +61-419301628Email Paul.Hawking@vu.edu.au

Paulhawking #SAPVU #VUBI