Enterprise reporting

• About the basics of enterprise reporting and gain hands on experience in using a simple reporting tool. • Reporting is an integral part of OLTP application. • Our focus is on OLAP centric reporting. • These reports help leaders align their business activities to the vision and strategies of their enterprise and to monitor their performance against the organization’s goal.

Reporting perspective common to all levels of enterprise
• Function level:-these reports consumed by users within the department or geographic location or region or by decision makers at the corporate level. • Needs to keep in mind the target audience. • Requirements will vary based on target audience. • Departments such as :-

.• • • • • • HR Marketing Production Purchase Accounting etc. Reports could be generate in many languages to meet global user needs.

• Role based:.provide the standard format of report to similar roles across the enterprise . • Correctness as well as attractive presentation of report is required. .• Internal/external:-sometimes the consumers of reports may be external to the enterprise. as they are likely to make similar decisions.

daily cash flow . • Operational reports present operational facts. • Strategic reports inform the alignment with the goal. • Eg:-DPR.• Strategic/operational:-reports could be classified based on the nature of the purpose they serve.

. • Detailed report list atomic facts.• Summary/detail:-summary reports do not provide transactional level information. • Standard/ad hoc:-department tends to generate periodic reports weekly. • Executives many times need on demand reports for critical business decision making. monthly in standard formats.

• Purpose:-reports focus on business transparency and needs to be shared with regulatory bodies. Dashboards could be delivered on smart phones and tablets.reporting in today’s context need not use paper at all. • Technology platform centric:. .

• Eg.enable enterprise users performing same role to receive common.Report standardization and presentation practices • Data standardization:. Shipping report . pre-determined data sets that relate directly to their role • Content standardization:-tightly tied to the name of the report.

Metrics that best reflect the status of performance to achieve the goals. fonts. • Metrics standardization:. cover page etc. color. use of logos.• Presentation standardization:-set the standards on naming conventions. . date formats.

.deployment of specific class of reporting tools.• Reporting tools standardization:.

Features of good reporting • • • • • • • • Report title:-cash flow report for south region Reporting period Header/footer Column headings Filters Sort sequence Group totals Data field formatting .

• Calculated fields • Highlighting breaches • Notes .

Common report layout types • • • • Tabular reports Matrix reports List reports Chart reports .

power point presentation Ebooks .Report delivery formats • • • • • • • • Printed reports Secure soft copy Email attachments Embedded emails FTP Link to report Worksheets.

Some focus areas:• Single version truth:-the value of providing the same fact value irrespective of the path the user has taken to reach for the data. • Role based delivery:-required to avoid the information overload.Enterprise reporting characteristics in OLAP world • Enterprises invest money and efforts to help decision makers gain access to the right information at the right time . .

• Anywhere/anytime:-for the sake of flexibility users come to the same source of information again and again. . • Security:-enterprise have huge concern over the unauthorized access to business critical information. format like PDF/CSV. • Personalization:-user’s choice of delivery method.

. • Devices:• Laptop • Mobile devices • In form of email. sound. SMS etc.• Alerts:-decision makers need immediate notification about critical business KPI’s.

• Objective communication • Reduced cost of audits/reviews:-all the members of the team are on the same page. there is no need to waste meeting time to bring them to the same level of understanding.Long term advantages • Enhanced collaboration:-teams around the globe will use the facts to be on the same page and look at the same facts. .

• Reduced decision cycle time:-structure business analytics based reporting will make consistent decisions and that too faster. . • Better predictability and ability to influence goals:-fact can be used to gain the competitive advantage.

Balanced scorecard • According to survey only 5% of the workforce understands the strategy.. 85% executives spend less then one hour per month discussing strategy. • So there is always a need for a strategic planning and management system which could .

• Monitor the organization’s performance against its strategic goals. • Improve the internal and external communication. .• Align business activities to the organization’s vision.

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• The scorecard is one such strategic planning and management tool used by organization to align their business activities with there organizations vision. .

. • Customer perspective:-address the questions of how the firm is viewed by its customers and whether the firm will be able to fulfill customers expectations.Four perspectives of balanced scorecard • Financial perspective:-address the questions of how shareholders view the firm and which financial goals are desired from the shareholder’s perspective.

• Learning and growth perspective:. .employees of the organization must acquire for long term improvement and growth.• Internal business process perspective:identifies the process in which the organization must excel to satisfy its shareholders expectations of good financial returns and also keep its customers happy and loyal.

• Parameters:• Objective • Measurement . • Balanced scorecard as strategy map depicts how the company intends to create value for its shareholders and customers.Balanced scorecard as strategy map • Map places the four balanced scorecard perspectives into a casual hierarchy.

operation. innovation process) • Learning and growth(people capability.) . and infra. tech.• Target • Initiative Sequence • Financial(shareholder value) • Customer(customer relationships) • Internal business process(customer.

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Airline company • Reduce its operating cost • Reduce the number of planes • Increase the frequency of the flights to increase revenue.Measurement system • It interconnects the objectives and the measures in the various perspectives so that they can be validated and managed. • Eg. .

. • How? • By training and improving the skill sets of thr ground crew. ground turnaround time should be less.• How to increase customer satisfaction • On time delivery • For on time departure of flight.

fewer planes On time service Fast ground turnaround time Ground crew alignment .• • • • Grow revenues.

Steps for creating balanced scorecard • Communicate and alignment • • • • Planning and target setting Strategic feedback and learning Clarifying and translating vision and strategy Communicating and linking .