1. Introduction to Microsoft PerformancePoint Server 31 st January, 2007 Performance Management

2.  introduction to IMGROUP  performance management challenges  Microsoft Office PerformancePoint Server  architecture  capabilities  value proposition  IMGROUP implementation approach  RapidStart offer AGENDA

3.  provide strategies, services and solutions that help our customers improve business performance  Microsoft Global Partner of the Year for three consecutive years: 2005, 2006, 2007  member of Microsoft’s Advisory Council  very active with Microsoft PerformancePoint programme since the beginning, with clients across different industries About Information Management Group

4. Some of IMGROUP’s Clients

5. Business Performance Management - Definition A framework that optimises the execution of an organisation’s strategy. It comprises a set of integrated processes, supported by technology that enables organisations to set, communicate, monitor, measure, and manage performance against targets.

6. objectives execute Performance management cycle performance review revise objectives plan model data

7. Key elements of performance management Process perspective Measures and targets clarifying and communicating strategy aligning departments and staff with organisation’s goals key performance indicators, cascaded to: appropriate local measures which are action-oriented Processes benchmark for best practice – internal and external clear targets and regular review accountability and link to rewards forecasting and preparation of plans and budgets collaboration on diagnosis and action

8. Performance Management Challenges Systems perspective data availability and quality clarity of definitions auditability management of metadata for multiple scenarios data cascading top-level measures to local context driver models with end-user flexibility manual data input and preparation of plans and budgets workflow for planning collaboration and approval function timeliness of reporting visibility to all stakeholders ease of analysis – “seeing the wood for the trees” delivery collaboration on diagnosis and action planning prioritisation for effort and expenditure improvements rigour in understanding cause-and-effect linkages action

9. Personal, Team, Organizational BI Personal BITeam BIOrganizational BI my logic, built by mebuilt by one of the teambuilt by the centre used only by meused by the teamfor use by all re-invented by othersprobably re-inventedstandardised disconnectedloosely connectedmay not meet local needs probably lost when I leave data rekeyed from team and personal BI systems EmpoweredAligned

10.  Functional capability  financial modelling: capacity/demand/productivity/costing  embrace local spreadsheets for detailed what-if plan preparation  data input validation, approval and security  Process support  workflow to manage collaboration  capture assumptions, commentary, discussion threads and adjustments  support top-down, bottom-up & middle-out scenario management  collaboration vertically up and down reporting lines  collaboration on performance themes across departments and lines of responsibility Planning processes devolved and collaborative planning

11. CentreDepartment/ unit Define/revise strategic objectives and target performance Strategic driver model First pass top-down plan what-if? Planning guidelines and assumptions Interpret and define local objectives Resource and cost modelling what-ifs Populate planning scenarios Submit to Centre Aggregate department and unit submissions Review gap Second pass aggregate what if? Clearer and more specific guidelines/directives Refine modelling what-ifs? Aggregate submissions Approval Populate 2nd pass submission Planning iterations Simple version!

12. Microsoft Business Intelligence Offering

13. BI Information is used in four main ways… AnalyzeAnalyze MonitorMonitorPlanPlan ReportReport

14. Overview of PerformancePoint Server Architecture SQL Server 2005 PerformancePoint Planning Server Model Associations Models Applications Business definitions for data views, workflow, and security Metadata Predefined business and financial intelligence SAP OraclePeopleSoft SiebelMBS Custom Planning Business Modeler PerformancePoint Add-in for Excel Performance Point Server Dashboard PerformancePoint Server Client

15. PerformancePoint Server Functional Architecture PerformancePoint Planning Business Modeler Process control versioningsecurity Revenuemodeling Production and supplier modeling Organization and HR modeling Financial modeling Rich, predefined financial and application intelligence PerformancePoint Planning Server Excel application integration. including data entry and report design PerformancePoint Models Business driver-based modeling

16. PerformancePoint Server: application user roles Enterprise Data Application Server PerformancePoint Server Analyst Contributor/Approver Administrator Report Consumer Application Application

17. Connecting Self-Service BI and Performance Management Familiar Powerful Flexible Where they work and collaborate Collaborative BI Links to an organizational model Security Trust Scale What PerformancePoint and SQL Server Bring: Why Business Users Love Excel: Creative & agileContextual & accountable

18. PerformancePoint Server Application Components Account Entity Scenario Time Product Account Entity Scenario Time Product OPEX HR Revenue HR Forms Cycle Assignments Dimensions Models CORPORATE Root Site Division Subsite Approver Analyst 1 Analyst 2 Business Roles RevenueAssumptions FX Rate Consolidation

19. Scorecard Presentation

20. Centralised, process-specific BI systems consolidated financial budgets, reports monthly dimensional KPI reporting planning, budgeting operational systems

21. Collaboration, organisation-wide wheels within wheels departmental measures o rganisational measures Local unitlocal unit departmental datamart planning measures PerformancePoint Server models

22. Excel data entry and reporting SQL Server and Analysis Services Integration Services: data import SharePoint Server for publishing integrates with and leverages proven technology: planning (driver) model logic workflow and approval controls scorecard reporting (upgraded) new capabilities: user admin creation of applications locally extensible user control of workflow end user creation of applications undercuts most competitors single-level end user licence reuse of existing technology low cost PerformancePoint Server value proposition Broad capability with low cost per user low risk user acceptance integrates planning and reporting cycles financial data integrity lower IT maintenance responsive to business change address local team BI needs high user “ownership” cost–effective applications viable at all levels affordable BI infrastructure

23. The IMGROUP Process - PIMS Vision: Identify measures Foundation Plan & Design BuildPublish Support The process needs to be iterative, as performance measures are refined and cascaded down to local/specific measures

24.  Determine the organisation’s objectives from the performance management process  Review current systems and processes  Identify key performance measures  Decide on performance improvement priorities  Outline content and frequency for review  Secure sponsorship for each measurement area  Identify the scope of the initial performance reporting implementation The Process - Vision Process

25. PerformancePoint RapidStart A working application in 3 days!  Day OneTailored overview of Microsoft PPS 2007 Identify business area, focus and scope of activity  Day TwoCapture business definitions for chosen area Build PPS business model using real data  Day ThreeDemonstrate working application Demonstrate key aspects of data capture, planning, budgeting, consolidation, reporting and dashboard creation Present recommendations Closing workshop

26. For questions please feel free to contact:  richard.lewis@imgroup.com  john.taylor@imgroup.com

27. Questions