IntegrateAdapt

Distribute

4/20/05

A Dashboard Primer

2

04/19/23

Attaining Visibility into Business Operations

Finding the information needed to make sound decisions can be time consuming and costly…

– Complex and diverse data sources

– Manual, inefficient processes (e.g., sifting through reports)

– Difficult to get specific information (complex data queries)

Visibility into operations essential for:

– Making quick, accurate, informed decisions

– Measuring execution against key performance indicators

– Ensuring the accuracy, timeliness and consistency of data for regulatory reporting

3

04/19/23

Dashboards Provide Business Advantage

Consolidate information, presenting Key Performance Indicators (KPIs) in an intuitive, graphical manner

– Improves decision making– Enables transparency in the organization

Deliver actionable information in a timely, dynamic, consistent way– Alerts managers to deviations, averting potential problems– Drives action– Reduces data inaccuracies

Enable monitoring of execution versus performance goals– Focuses teams on key business success items– Facilitates management by exception

Reduce cost of information delivery – Eliminates manual processes (e.g., static reports)

4

04/19/23

Dashboards Provide Data Visibility & Insight

Data Filters

Drill Downs

Utilities (Export, Print)

Hi-Fidelity Charts

Alerts

5

04/19/23

Common Acronyms/Terms

• BI – Business Intelligence

• KPIs – Key Performance Indicators, metrics used to measure business performance

• ETL – Extraction, Transformation, Loading

• OLTP – Online transaction processing, raw data used to track day-to-day operations — each sale, purchase and inventory change, for example.

• Data Warehouse – Combined view of all the relevant data a company has in a single location, cleaned and processed into the right formats for analysis.

• OLAP – Analysis of data in a database, generally a data warehouse (data mart, data cube) designed to provide end users a quick way of slicing and dicing the data.

• EAI – Enterprise Application Integration

• BAM – Business Activity Monitoring

• CPM – Corporate Performance Management

• Balanced Scorecard – View the organization from four perspectives, and to develop metrics, collect data and analyze it relative to each of these perspectives: Learning and growth, business process, customer, financial.

6

04/19/23

“25% of companies are evaluating new investments in scorecards and dashboards.”

“Dashboards are distinct from BI initiatives and may present opportunities for new vendors.”

“71% of companies indicated that they will be accessing operational sources directly, as compared to 42% with BI tools…”Dashboards communicated KPIs directly from operational data sources in addition to data warehouses.”

“We see dashboards as the most direct route to unlocking broader operational intelligence to diverse audiences within any company.”

Dashboards - Rapidly Emerging Opportunity

Source: AMR Research, “Unique Adoption Plans for Scorecards and Dashboards to Drive EPM Initiatives Deeper into the Enterprise”, March 31, 2005

7

04/19/23

Support for rapid iteration Ability to tailor KPIs by role Delivery of timely, relevant

information Metrics aligned with process Ability to enable action and

collaboration Dynamic alerts Intuitive interfaces with visually

engaging graphics Support for multiple drill-down

levels Complimentary to portal initiatives

•Source: Forrester Research and Patty Seybold

What to Look For In a Dashboard Provider

8

04/19/23

Roles - Portals support easy role-based tailoring of dashboards—each person sees THEIR own dashboard.

Multi-level drill down - Drill down not only into reports, but into actual application data to analyze what’s going on.

Collaboration and action - You can not only monitor activity; you can interact with applications, send emails, convene meetings—take action!

Robust Tools - Easy to administer, change, and tailor.

Real-time integration - Portals enable real-time, or near real-time, monitoring of the disparate applications that are running the business.

Why Dashboards Should Be Portal-Based

9

04/19/23

Easily Configure Views & Add New Portlets

Configure

Extend

Power User

Developer

Browser-based

Customizer

Portlet Factory

Power users can easily manipulate data fields, change presentation types, set data filters and change the portlet layout

10

04/19/23

Adaptive, Role-Based Dashboards

Adaptive, role-based dashboards automatically adapt their structure, presentation, flow, and access rights depending on the role and personal preferences of the user.

Quickly create new roles or modify existing roles on-the-fly

Easily map roles to Portal groups via browser-based administration

Dynamically associate roles to portlets

Sales VPRegional MgrSales Mgr

11

04/19/23

BI Vendors - Approach to Portal Integration

In general, Business Intelligence (BI) vendors have difficulty pitching an enterprise portal integration story because:

Most only integrate with portals through the use of iFrames and/or URL’s. This type of integration:

− Doesn’t take advantage of portal features (collaboration, role-based portlets)

− Doesn’t support composite portlets

− Doesn’t support portlet-to-portlet communication (C2A)

BI dashboard viewers may pose a security risk (i.e. Active X controls)

Bowstreet solves these issues by abstracting Portal API’s and enabling native WPS integration

12

04/19/23

Dashboard Approaches

ERP/SCM/CRM/PLMData Cube

BI Vendors

Hard Wired

KPIs

Alerts

RDBs Web Services

WebSphere Portal / Bowstreet PF

DominoSpreadsheets

Bowstreet CPS

Open Solutions

KPIs

Alerts E-mail

IM

DMProcess

Process

SAP/Oracle

Proprietary Solutions

Process

Process

SAP / Oracle EP

ERP/SCM/CRM/PLM

13

04/19/23

Key Dashboard Requirements

Portal-based implementation

• Rapidly distribute business performance data to a wider audience

• Allow team members to collaborate in real-time

• Provide role-based, secure data access

• Allow business users to easily drill down into application data

“Large companies are increasingly using portal technology for business-critical (composite) applications” - Gartner

“Companies are deploying scorecards and dashboards that communicate key performance indicators directly from operational data sources in addition to data

warehouses and marts.” – AMR Research

Multi-source data integration

• Deliver timely, accurate operational data

• Obtain true visibility into an organization’s health

• Empower decision makers to instantly react to opportunities and threats

14

04/19/23

Market Landscape

Multi-source(Disparate Systems)

Single Source(Cube, Db, App)

BI Vendors(Cognos, BO)

App Vendors(SAP, Oracle)

Data sources

Portal Integration

Native Integration

Light Integration

Portal Vendors(Plumtree, BEA)

DashboardPure-play

(CXO)

Bowstreet

15

04/19/23

Highly configurable Dashboard solutions that provide unprecedented role-based variability and control

– Portlet content/data that is specifically tailored to the diverse user roles and sub communities within large organizations

– Browser-based wizards enable business users to personalize portal applications without IT involvement

– Application Extensions and a separate data services layer enable solutions to easily snap-on to multiple backend data sources

App development tools for rapid deployment and customization

– Rapid deployment using pre-built dashboard components, i.e., tables, charts, drill downs, data filters, alerts

– Enable less-skilled programmers and business analysts to build portlets

– Exponentially lower TCO through better change management

WPS + Bowstreet Dashboard Advantages

16

04/19/23

Corporate Performance Suite

Key Features:

Robust alerting engine with configurable thresholds

Highly interactive charting/graphing capability

Wizard-driven portlet templates

Convenient portlet utilities, such as export to excel, print, and email

Full support for WebSphere Portal (People Awareness, Click-to-Action, SSO)

Role-based configuration

Browser-based portlet customization capabilities

Support for multiple backend systems

Centralized administration console

Bowstreet’s Corporate Performance Suite aggregates data from disparate systems into robust dashboard applications, providing companies with a consolidated, real-time view of their Key Performance Indicators (KPIs).

17

04/19/23

Repository of Reusable Portlet Templates

Wizard-driven portlet templates capture high-level dashboard design patterns, speeding the creation of custom portlets.

Data Filters

Gauge -> Trend -> Details

Table drill-down

Trends

Scorecard

Chart -> Details table

My Alerts

Configurable ThresholdsPie

18

04/19/23

Key Bowstreet CPS Benefits

Dynamic, timely access to operational data and historical data

Native integration with IBM WebSphere Portal

Business user configurable

Multi-source data integration

Role-based composite applications (tailored to diverse audiences)

Decreased deployment time

Real-time alerting with adjustable thresholds

19

04/19/23

Customer Proof Points – Dashboards

Physician’s Dashboard

Executive Dashboard

Store Manager Dashboard

Sales Dashboard

Customer Type Data Sources

Executive Dashboard

SAP, Domino, Oracle

McKesson, Kodak, RDBs

Informix, DB2, RDBs

Hyperion, Oracle, Web services

Oracle

20

04/19/23

Dashboard Conversation – Questions to Ask

What type of dashboard are you considering, i.e., executive, sales, financial, procurement, compliance, etc?

Do you have a data warehouse? If so, which BI vendors do you work with? Listen for the data sources below:

- Applications – Domino, Siebel, SAP, PeopleSoft, JD Edwards

- Databases - JDBC Compliant database

- BI vendors – Need a web services interface or Java API (Cognos, Business Objects, Hyperion, etc.)

- Legacy – Need a web services interface or Java API

Who needs access to information in the organization? Do the dashboard users belong to different brands, have different roles, work in different geographies, have different access privileges, etc…?

Is all the data in one database, or do you need to pulling information from multiple data sources? If they don’t know, ask if users need to view real-time operational data, as well as historical trend data.

Does your company have a portal infrastructure, or do you have an active project to invest in a portal?

Have you developed dashboard requirements, identified the KPIs, etc? This will help determine project maturity and/or the need for consulting.