Copyright © 2006, SAS Institute Inc. All rights reserved. SAS Activity-Based Management Survey Kit (ASK): A new and easy approach for maintaining relevant model structure and up-to-date data.

Copyright © 2006, SAS Institute Inc. All rights reserved. Model Maintenance Challenges n How to maintain accurate assignments/activities when mergers or other organizational changes occur? Missing assignment paths can skew your profitability numbers! n How to ensure “human” data – such as “% of Time Spent” are up-to-date? n How to survey any additional follow-up questions? Perhaps your CFO is now interested in knowing how much portion of an Activity cost is “Insourced” (for internal employees) and how much is “Outsourced” (for external vendors). n How to track who has completed what surveys and how to audit any new assignments/activities before you update your Model? n Most importantly: How to quickly and easily do all the above? n SAS Answer: Just “ASK” ‘em.

Copyright © 2006, SAS Institute Inc. All rights reserved. Let’s look at a typical ABM Model like the ParcelExpress Sample Model. Suppose you want to survey all 100 Beaverton employees for the “Operating Expenses” – you want to collect: A) The Resource Drivers (What are your Activities?) B) The Activity Drivers (What are your CostObjects that your Activities are performed against?)

Copyright © 2006, SAS Institute Inc. All rights reserved. After you export your model, group the 100 Beaverton employees, you simply assign the group as the owner for the Resource Driver. In ASK, you need to define owners only once. ASK will remember the owners for the subsequent periods. Starting with ASK 6.3.1, you don’t have to worry about assigning owners for Activity Drivers – thanks to the “Intelligent Dashboard” feature which you will see in a moment.

Copyright © 2006, SAS Institute Inc. All rights reserved. John Baker (one of the Beaverton Group members) just logged in. Notice the user dashboard is clean and uncluttered because you only had to assign 1 Resource Driver Survey to John. He knows exactly where to begin.

Copyright © 2006, SAS Institute Inc. All rights reserved. John only does “Air Distribution” but due to recent changes in aviation security regulation, he is required to “Inspect Packages” also. In fact that activity consumes as much as 40% of his time now. Unfortunately, you never assigned “Inspect Packages” Activity in your ABM Model for this resource.

Copyright © 2006, SAS Institute Inc. All rights reserved. That’s ok. ASK provides an easy way for John to add the “Inspect Packages” activity himself.

Copyright © 2006, SAS Institute Inc. All rights reserved. Now John can complete his survey (100%).

Copyright © 2006, SAS Institute Inc. All rights reserved. Notice relevant Activity Drivers (Air Distribution & Inspect Packages) are automatically assigned to John. Without this “Intelligent Dashboard” feature previously you would have to “guess” what relevant Activity Drivers are for John and manually assign all of those – resulting in a cluttered dashboard that would only overwhelm your users.

Copyright © 2006, SAS Institute Inc. All rights reserved. As an Administrator you can track user status. You want all status icons to be blue/completed before you update your Model. Notice John Baker’s status icon is color-coded with orange. That is a cue for you that he has added new assignments/activities. You should click on the icon to audit (approve/disapprove) them before you upload the staging tables back to update your ABM model.

Copyright © 2006, SAS Institute Inc. All rights reserved. Model Maintenance Challenges n How to maintain accurate assignments/activities when mergers or other organizational changes occur? Missing assignment paths can skew your profitability numbers! n How to ensure “human” data – such as “% of Time Spent” are up-to-date? n How to survey any additional follow-up questions? Perhaps your CFO is now interested in knowing how much portion of an Activity cost is “Insourced” (for internal employees) and how much is “Outsourced” (for external vendors). n How to track who has completed what surveys and how to audit any new assignments/activities before you update your Model? n Most importantly: How to quickly and easily do all the above? n SAS Answer: Just “ASK” ‘em. So far, we’ve briefly addressed most of the challenges. The final frontier is to demonstrate ASK’s flexibility in asking “any” follow-up questions through the “Group Attribute” survey feature (available only in ASK or higher).

Copyright © 2006, SAS Institute Inc. All rights reserved. Suppose your CFO now needs to know out of $9,214, “Inspect Packages” Beaverton Costs (which happens to be the largest Activity Cost in this scenario) how much of that is “Insourced” (for internal employees) and how much is “Outsourced” (for external vendors). One alternative is to send 100 Excel Spreadsheets and then consolidate (sum) all of them up, then manually update the numeric attributes. But there is a quicker and easier way: Just “ASK” ‘em.

Copyright © 2006, SAS Institute Inc. All rights reserved. First thing you do, create a new Attribute folder/center in ABM. Let’s call it “Activity Source”. Then add 2 numeric attributes (Insourced and Outsourced) and attach them to the “Inspect Packages” activity. Finally, export “ValueAttributeAssociation” and “ValueAttribute” tables. ASK will take care of the rest.

Copyright © 2006, SAS Institute Inc. All rights reserved. Notice at the end of “Inspect Packages” Activity Driver survey, now each Beaverton Group member would get 1 extra page of follow-up question.

Copyright © 2006, SAS Institute Inc. All rights reserved. Notice ASK automatically “pivots” the numeric attributes and group them as a single form – along with a Javascript calculator built-in. Starting with ASK 6.3.1, you can now have the flexibility to collect and analyze pretty much “any” aspects of your activities quickly and easily using this new “Group Attribute” feature.

Copyright © 2006, SAS Institute Inc. All rights reserved. In ABM you can then use simple Calculated Attributes (Insourced/Outsourced Cost) to generate the OLAP Report for your CFO.

Copyright © 2006, SAS Institute Inc. All rights reserved. Additional “Technical” Benefits n ASK is one of the easiest web-applications to setup and maintain from IT standpoint. Just point the Setup Wizard to any.NET virtual directory/wwwroot subfolder. Since there are no DLL files to register/unregister, upgrading ASK is the equivalent of updating text files. No server uninstalls, server reboots or any extra client setups required. Any client machine (Windows or not) that has Firefox or Internet Explorer browser can use ASK. n ASK is also database independent – works with SAS Datasets, Oracle, SQL Server, MS Access or other OLEDB databases that you can export from ABM. n Since ASK is available only to subscribed SAS ABM customers, problems and enhancement requests can be submitted to SAS Technical Support just like any other ABM-related modules.

Copyright © 2006, SAS Institute Inc. All rights reserved. Additional PowerPoint Tutorials n Collecting Group Assignment Values Collecting Group Assignment Values n Leveraging Flexible Assignment Surveys Leveraging Flexible Assignment Surveys n Collecting Numeric Attribute Values Collecting Numeric Attribute Values

Copyright © 2006, SAS Institute Inc. All rights reserved. Thank You