Reneker-Saas m-cubed business performance management 2.

0

Business Performance Management 2.0
Demonstration of Key Concepts & Case Studies

Agenda
• • • • • • • Demonstration Introduction Organisation – Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration Page 14 Page 18 Page 28 Page 38 Page 55 Page 59

Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved

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Introduction
• The Reneker-Saas BPM System is a Business Performance Management (BPM) solution that is delivered via the Internet (‘Software-asa-Service’ or ‘SaaS’) • The Reneker-Saas BPM System is used across many industries to: – Standardise business performance measures for consistent (and relevant) reporting. – Improve (or outsource entirely) the collection, processing and reporting of business performance data. – Improve the management of events to prevent/mitigate business process disruptions, risks and opportunities.

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– All data processing rules are documented and transparent.Introduction • Reneker-Saas BPM System business benefits: – All business performance data is stored centrally. Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page . – All data handling and processing is taken care of.

Introduction Segments Events Measures User A User Groups User B Measure A Scorecards Measure B Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Setup Tools M3 can be configured and maintained without in-depth technical expertise. Integration M3 provides a powerful XML interfacing layer that enables and standardises the exchange of performance data between M3 and third-party systems.0.0 Multi-Dimensional M3 allows the rapid configuration of multidimensional data structures (data cubes) to deliver greater insights into your performance data. Workflow M3 features comprehensive electronic workflow that links performance with management action.0.m-cubed business performance management 2. the global industry standard for browser–based applications.0 Compliant M3 is the first solution that is locally developed and serviced in Asia that is fully compliant with BPM2.0 M3 is fully compliant with XHTML1. All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved Page . XHTML 1. This is achieved with easy-to-use setup tools. Scorecards & Dashboards M3 supports multiple reporting formats including advanced graphical and tabular scorecards and dashboards. Important information is distributed to the right staff for follow-up when needed. Replace existing spreadsheets and make it easier for your staff to provide data in an effective manner. BPM2. Easy to deploy Easy to use Affordable At-Source Data Collection M3 allows your staff to enter data online via easy-to-use forms.

m-cubed business performance management 2. Risk Management) • Link Performance with Management Action All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved Page .0 • Centralised and Standardised KPIs • Standard Analytical Frameworks • Fast Online Reporting & Drill-Down Analysis • Deeper Insights into Business Performance • Event Management (incl.

Performance Portal Segments and Measure Reports Measure vs. Measure Reports Graphical Scorecards Tabular Scorecards Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .Introduction • Business Performance Management is about measuring. monitoring and managing business performance.

Performance Management Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Performance Management Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Event Management • Event Management is about identifying and mitigating business flow disruptions (incl. Risk Management): Event Portal Event Records Event Phases Event Reports Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Event Management Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

facilitating the review and approval of the event involving the selected users.Risk Management Once an event is created. and according to the AS/NZS 4360:2004 Process . the service will initiate the electronic workflow process.

M 3 CONFI GURATI ON TOOLS Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

RenekerSaas offers an outsourced administration service with a central Help Desk facility and standard SLAs Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .Impor tant! • Important Notes: – The instructional content to operate the configuration tools that follows is intended for customers that want to control certain or all aspects of M3 inhouse – For customers that do not wish to control M3in-house.

scientific and logarithmic functions Hierarchy XML Data Cube C Time Hierarchy Data Cube B Time XML Hierarchy Time • The engine automatically calculates time periods above the base time unit. daily values are automatically converted into weekly. monthly.e. All Rights Reserved Page .M3 Calculation Engine Overview • Calculation Engine Data Cube A • Multiple data cubes can be joined into a single data cube • Data processing is performed in real-time (subject to data availability) • Joints can comprise arithmetic. i. half-yearly and yearly values based on standard or customised calendars • Calculation schema are maintained using easy-to-use configuration wizards • Calculation schema changes can be applied to historical datasets Copyright (2002 – 2008) by Reneker-Saas Pty Ltd. quarterly.

Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .Agenda • • • • • • • Introduction Organisation .

Issues to take note of: • The tools are only available to Customer Administrators • The tools feature a broad number of settings given the scope of what M3 must deliver – if in doubt about the consequences of a particular setting do not change it but instead accept the default values! Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .Configuration – General Notes • The M3 configuration tools were developed to enable customers to maintain the system.

Organisation • Your organisation has general settings that can be controlled using the organisation configuration tool • The organisation configuration tool can be accessed as follows: Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Organisation Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Agenda • • • • • • • Introduction Organisation .Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Segments • Segments are usually departments or regions of an organisation (e.1 New South Wales. historical data for a segment is not changed Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .g. etc. however.) • Users are assigned to a single segment and ‘inherit’ all its sub-segments (in respect to being able to view segment data) • Segments can be organised in a ‘tree’ structure using the M3 Segment Wizard • The segment structure can be modified at anytime. Segment 1. Segment 1.0 Australia.

Segments - Example
1. Total Segment (Your Organisation)

1.1 Segment

1.1.1 Segment

1.2 Segment

1.1.1 Segment

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Segments - Ex amp le
1. Your Company

1.1 Your Departments

1.1.1 Department

1.2 Your Suppliers

1.1.1 Supplier 1.1.2 Supplier

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Segments 1. Your Company 65%

1.1 Your Departments

50%

1.1.1 Department

50%

1.2 Your Suppliers

80%

1.1.1 Supplier 1.1.2 Supplier

70% 90%

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Segments – How to • The segment profiles can be accessed as follows: Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Tool Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .Segments .

Segments – Assign Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Segments – Assign Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Segments – Email • Email Alerts Users that are responsible for a particular segment: – Receive escalation emails in case measures data was not collected for a particular period – Receive escalation emails for events (subject to event management settings) – If your organisation has specific requirements for alerting users please contact Reneker-Saas! Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Agenda • • • • • • • Introduction Organisation – Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Users . Shared user accounts are strongly discouraged as they compromise compliance with Australian & International Audit Standards • User accounts can be given special user access privileges Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .Introduction • For an individual to access M3 he/she requires a user account with a unique username and password combination • All activities of a user account are logged.

Privileges • User access privileges control: – – – Access to specific segments and sub-segments Access to specific performance measures (and related data) Access to specific menu options (subject to user group) • New users inherit the privileges of their: – – Segments User Groups Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .Users .

Users – How to • User profiles (accounts) can be modified (and be created) as follows: Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Users – Configuration Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Users – User Groups Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

measures and data source configuration tools – Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .Users – User Groups • A User Group governs: – What menu options are available to users that are assigned to the respective group • A User Group does not govern: – Whether the user is in fact entitled to use any performance and/or event management functions – this is instead controlled in the individual user profile (under ‘Access Performance Management’ and ‘Access Event Management’) What measures (and therefore data) are available or are input by users – this is instead controlled in the segments.

Users – Create/Edit Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

etc.) • A User Profile does not govern: – – – What menu options the user can or cannot view (this is controlled via the User Group) What measures (and therefore data) can be viewed – this is instead controlled in the measures configuration tool What measures data the user is required to input – this is instead controlled in the Data Source tool Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page . and the user’s access details (password.Users – Create/Edit • A User Profile governs: – Whether the user has access to performance and/or event management functions. email address.

Users – User Summar y Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Agenda • • • • • • • Introduction Organisation – Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Measures • A measure is a quantifiable result to measure. monitor and report on performance • Measures are usually part of a measures hierarchy: – Strategic measures (KPIs) for general management – Tactical measures (KPIs / Metrics) for operational management – Operational (Metrics) for work groups and individuals • A measure must be periodically gauged • To quantify a measure. business performance data must be collected from various sources Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Measures – Data • Measures data can be collected in two ways: – Automatic via the M3 XML tool if the data is available in a 3rd Party System(s) – Manual via the M3 online data entry • Measures may only apply to specific segments Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

and can therefore be overwhelming without some practical hands-on training Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page . from simple to very complex.Measures – Impor tant • Important Notes: – Measures can be very simple (single numbers entered once per period for each segment) or very complex (multiple numbers entered daily that must be dynamically calculated based on a broad array of settings and conditions) – The measures configuration tool supports most customer needs.

This is governed by formulas: Measure Formula Measure Formula Measure Formula Measure Measure Measure Measure Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .Measures .Hierarchies • Measures are often interdependent (to organise them in a measures hierarchy).

Measures – Summar y Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Measures – Summar y Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Measures – Targets Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Measures – Impor t Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Measures – Create/Edit Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Measures – Create/Edit Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Measures – Create/Edit Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Measures – Define Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Measures – Add/Edit Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Measures – Impor tant • Important Notes: – If the measure is older than 3 months its formula cannot be changed by Administrators without special privileges – If a measure is older than 3 months certain settings controlled via the measures configuration tool cannot be changed by Administrators without special privileges – Please contact Reneker-Saas if you wish to change a measure that is older than 3 months – Please note that any changes applied to a measure are calculated backwards and therefore change historical results! Please contact Reneker-Saas if this is not acceptable Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Measures – Create/Edit Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Measures – Create/Edit Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Then. individual segments may be selected in the following screen and individual thresholds and targets may be assigned accordingly . the ‘Propagate to Segments’ option should be unchecked. users should ensure that Data Collection Sources and target thresholds have been specified and the ‘Propagate to Segments’ option has been taken into account – Remember. if targets and thresholds are to be set independently for specific segments.Measures – Impor tant • Important Notes: – When creating or editing a measure.

Agenda • • • • • • • Introduction Organisation – Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Data Source • Important Notes: – The Data Source tool can be accessed independently from the measures tool – The Data Source tool governs how measures data is collected – The Data Source tool governs who is responsible for the input of measures data (unless measures data is calculated by the system) Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Data Source – Edit Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Data Source – Reset Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Agenda • • • • • • • Introduction Organisation – Administration Segments – Administration Users – Administration Measures – Administration Data Source – Administration Scorecards – Administration Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

tactical and operational reporting (‘Graphic Mode’ on) • Scorecards are typically a ‘collage’ of measures results and are designed to meet the specific reporting needs of users Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .Scorecards • Scorecards visualize measures results: – Tabular Format for tactical and operational reporting (‘Graphic Mode’ off) – Graphical Format for strategic.

Scorecards – Create/Edit Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

Scorecards – Create/Edit Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page .

com Website: www.More Information • Please contact Reneker-Saas if you require more information: Email: info@Reneker-Saas. 0419502766 Email:s.com Mr.williams@reneker-saas.reneker-saas.com Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page . 16 Quadrant Street Rhodes. Shiloh Williams General Manager . NSW 2138 Telephone: (02) 9533 2335 Mobile: +61.reneker-saas.Reneker-Saas Suite 2.com web: www.

Case Studies • Unisys Credit Services • Campbells • Coca Cola .

0 Case Study – Unisys Evaluated M3 Software early 2006 – – – – Operational analytics for daily service reporting Improve reporting & analytics needs across multiple service teams Risk Analysis & SLA Reporting Balanced Dashboards &Scorecard Implementation comprised: – – 750+ KPIs (comprising of 1200+ business metrics) Across 12 workgroups and 4 Companies All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved Page .M3-cubed business performance management 2.

M3-cubed business performance management 2.0 Case Study – Unisys Business Process & IT Outsourcing Loan / mortgage processing and support Risk Management & SLA Online Reporting Specialised ERP system to manage service transactions Maintained complex spreadsheets and custom databases to keep up with customer and internal BPM reporting needs Six Sigma initiative – Rapid change to improve service quality and efficient operations All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved Page .

M3-cubed business performance management 2.0 Case Study – Unisys Results – Unified service reporting across all workgroups – Eliminated spreadsheets and custom databases – Significantly reduced effort to implement reporting changes – from weeks to days – Improved departmental effectiveness between Business Units – Improved customer loyalty and retention All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved Page .

M3-cubed business performance management 2.0 Case Study – Campbells Financial Shared Services Accounts Payables. Accounts Receivables. Budgeting and Planning SAP R/3 and functional legacy systems Had difficulty with reporting new sets of KPIs and business metrics efficiently – – SAP R/3 too costly and slow to adapt Spreadsheets not efficient to consolidate data Results – – – – Fully-documented KPIs and business metrics Efficient collection and consolidation of data Timely and effective reporting Risk Management Reporting Page All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved .

0 case study – Campbells Ending Total Receivables Days Sales Outstanding = Credit Sales For Period x Number of Days in Period Per AR Team Per AR Team Per AR Team Per AR Team Per AR Team 6 Consolidation Per Team Per AR Team Per AR Team Per AR Team Per AR Team Credit Sales Per PerDivision AR Team Per AR Team Per AR Team Per AR Team 7 Consolidation Per PerDivision AR Team Per AR Team Per AR Team Per AR Team Variances Per AR Team Per AR Team Per AR Team Per AR Team 3 Consolidation Per Per AR Team Period Per AR Team Per AR Team Per AR Team All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved Page .M3-cubed business performance management 2.

M3-cubed business performance management 2.0 Case Study – Coca-Cola Evaluated M3 mid-2005 – Support new supply chain system development – Provide complex KPIs and metrics reporting needs across multiple systems Supply chain innovation (covering warehousing and logistics) Specialised ERP system and portfolio of other transactional systems Implement new system to support supply chain innovation project New BPM reporting requirements – DIFOT and Order-To-Cash – Supply chain effectiveness All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved Page .

0 Case Study – Coca-Cola Implementation comprised: – 150+ KPIs (comprising of 350+ business metrics) – Integration with existing platforms Results – Successful deployment of new system – Full support of BPM reporting needs – Additional BPM coverage across customer service. supply chain and trade marketing support All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved Page .M3-cubed business performance management 2.

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