deltek insight 2010: introduction to vpm

VI-120: Introducing the Deltek Vision® Performance Management Dashboards

Presented by: Jessica Tiwari, Deltek

Copyright © 2010 Deltek, Inc 2

Agenda

• Why is Performance Management Critical?

• What Is Vision Performance Management?

• Vision Performance Management Dashboards

• Role-based Performance Management Canvases

• End-user Options


Key Takeaways

• Understand the source of data for Performance Management Dashboards

• Create web dashparts containing Performance Management canvases

• Become familiar with the preconfigured canvases available for key business personas

• Tips and tricks with Vision Performance Management gem and canvas options


Why is Performance Management Critical?

• Performance Management — making decisions based on information that is relevant, timely, and accurate

• Business Intelligence applications give users valuable insight into the business through powerful reporting and analytics

• Answers the questions:– How are we doing?

– In what direction are we heading?

– Where are we the most successful?

– What should we change?

• Represents an institutional change in how information is consumed


What is Vision Performance Management?

Data Tier

Business Intelligence Presentation Tier

Microsoft Analysis Services Cubes Transactional Database

Vision Dashboards SharePoint DashboardsVision Mobile

Metrics


Components of Vision Performance Management

• Preconfigured role-based sample canvases– Focused around five key business personas

– Up to ten predefined sample canvases per persona

– Actionable reporting

• Canvas design tool that can be used to edit existing sample canvases or create custom performance management dashboards

• Vision’s Analysis Cubes and cube enhancements

• Visualization Reporting


Components of a Performance Management Dashboard

• Canvases

• Gems

• Slicers


New Type of Dashpart for the Dashboard


Role-Based Performance Management Sample Canvases

• The Executive Canvases– Designed to Provide an Enterprise-wide View Focused on Overall Company

Health

• The Principal Canvases– Designed for Those in a Principal Role Responsible for a Group of Project

Managers and for the Successful Delivery of a Group of Projects

– When deployed through the Vision Dashboard, these dashboards are automatically filtered to only include projects where “Principal is me”

• The Division Manager Canvases – Designed for Those in Organization Head Roles Responsible for Both the

Financial Performance of Their Organization as well as the Utilization of the People within That Organization and the Profitability Of Projects within That Organization

– When deployed through the Vision Dashboard, these dashboards are automatically filtered to only include projects where “Organization is mine”


Role-Based Performance Management Sample Canvases

• The Project Manager Canvases – Focused around Individual Projects And the Performance of a Project

Manager’s Portfolio

– When deployed through the Vision Dashboard, these dashboards are automatically filtered to only include projects where “PM is me”

• The Finance Canvases – Provide a Visual View of Data Available on an Income Statement or Balance

Sheet with Filters by Organization, Type of Account and Year, Making It Easier to Compare Trends over Time and Complete Comparison Analyses of Spending to Revenue


Executive Performance Management


Division Manager Performance Management


Principal Performance Management


Project Manager Performance Management


Finance Performance Management


Summary

• Vision Performance Management enables a graphical, actionable view in to the success of your business

• Preconfigured role-based sample canvases help your firm answers the questions:– How are we doing?

– In what direction are we heading?

– Where are we the most successful?

– What should we change?

• The VPM Canvas Designer provides the tool to create custom canvases needed to run your business, either by copying and editing the sample canvases or building from scratch


Call to Action

• Attend these related sessions for more information!– VI-118 Vision Analysis Cubes for New and Prospective Users

– VI-119 The Future of Vision Performance Management

– VI-121 Introduction to the Vision Performance Management Canvas Designer

– VI-142 Cubes: Visual Reports for Visual People

• Visit the VPM kiosk in the Solutions Pavilion for more information or a hands on demo

deltek insight 2010: introduction to vpm

Education

financial performance

principal canvases

executive canvases

finance canvases

predefined sample canvases

project manager canvases

division manager canvases

group of projects