BIRT Performance Scorecard Root Cause Analysis and Data Visualization The Path to Higher Performance

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1 BIRT Performance Scorecard Root Cause Analysis and Data Visualization The Path to Higher Performance

2 Best-in-Class Performance Management powered by Best-in-Class Business Intelligence BIRT Performance Scorecard offers end users root cause analysis and reporting capabilities that ignites business users like never before through rich interactive reports, intuitive web spreadsheet reports and dynamic web dashboards, that can be customized to meet any requirement BIRT integration gives Performance Scorecard users the ability to drill directly from any measure in their scorecard to the operational detail stored in other systems that explains that measure s status. From there, users can make an informed decision to take action to address the problem at its root cause. BIRT can be used to access your Performance Scorecard data to create rich interactive custom reports. With Integrated e.spreadsheet, Actuate delivers a seamless method to move beyond traditional summary reports to create multi-range, three-dimensional workbooks with pivot tables, automatically replicated formulas, dynamic matrix tables, embedded VB macros, data filters and live charts. e.spreadsheet fully utilizes the flexibility of the spreadsheet interface, often improving the skills of the consumer as they use the document. Raising the Performance Bar BIRT and e.spreadsheet provide the insight needed to more closely align the metrics within your Performance Management system, to the operational and business indicators such as revenue, resource allocations and customer activity data that are contained and managed in other systems. Performance data can be integrated any source such as ERP, CRM, SFA, Supply Chain and Distribution systems to provide a comprehensive picture of performance, and users can drill directly from Performancesoft to reports that contain line item detail. Tailored reporting capabilities will help you maximize your return on investment in BIRT Performance Scorecard by allowing anyone in the organization to create compelling reports exactly as he/she would like to see them. These reports can be created based on information from your BIRT Performance Scorecard applications, including all user data, calculated data, colors and commentary or other systems. 2

3 Benefits Better Understand the How and Why Behind Measure Performance Results Drill directly from BIRT Performance Scorecard to transactional or operational data sources for root cause analysis Combine BIRT Performance Scorecard data with data from other systems to build new reports that paint a comprehensive picture of performance BIRT facilitates drill through directly into operational systems. Therefore, clients are assured that root cause analysis is done on the most current information with all necessary detail intact. Leverage Existing Expertise and Enjoy High User Adoption Use e.spreadsgeet, the format most people prefer, to make BIRT Performance Scorecard information available in centrally managed and secure spreadsheets Give business users tools to create their own reports without relying on IT. Report designs can be easily shared and modified. Be more responsive to requests for additional information, especially when the requestor has requirements for viewing data that fall outside the scope of the reports that are included with Performance Scorecard. Built on leading open source technology (BIRT) Clients can leverage the work of the BIRT community Clients are not tied to proprietary standards On Your Way to Creating a World Class BI Environment Using BIRT and e.spreadsheet within the context of your BIRT Performance Scorecard investment lets you experience the Actuate platform, a flexible reporting environment for the entire enterprise Your saved reports can be incorporated later into a broader reporting infrastructure. Replace ad hoc reports and rogue spreadsheets with a secure, scalable centralized RIA reporting platform. Interactive web report tools ensure reports can be developed, designed and personalized by everyone involved in the reporting process, from IT professionals and report developers to business analysts and end-users Rich spreadsheet reports are automatically generated from enterprise data sources complete with formulas and formatting from any pre-defined spreadsheet template 3

4 Root Cause Analysis and Data Visualization Options BIRT Reports Interactive web reports for business users or developers that are easy to design and deliver, powered by BIRT open source BIRT Report Designer Actuate s Business Intelligence Reporting Tools (BIRT) provide a highly graphical development environment that allows nonexpert report developers to build dynamic, interactive enterprise reports and create composite report design templates. BIRT Report Designer Professional The BIRT designers are easy to use visual report development tools that meet a comprehensive range of reporting requirements, from sharing reports with other users to embedding reports in Rich Internet Applications. BIRT Reports Interactive Viewer The BIRT Interactive Viewer is a Java component for deploying BIRT reports that provides end users with the ability to change reports for their personal understanding and analysis. BIRT Spreadsheet Automatically generated Excel spreadsheets, complete with formulas, formatting and cell locking, that tap into any data source BIRT Spreadsheet Designer BIRT Spreadsheet Designer is an easy-to-use report development environment for creating flexible and customizable Excel spreadsheet reports. Reports created with the e.spreadsheet Designer are deployed and delivered through the Actuate iserver. 4

5 Root Cause Analysis and Data Visualization Options (continued) BIRT Report Studio Professional for Views BIRT Report Studio is a Web-based report authoring tool for workgroup deployments. It is ideal for mid-sized Business Intelligence projects who seek the benefits of collaborative reporting in a single server environment. Information Object Designer The Information Object Designer tool provides the powerful development environment that enables database developers to create controlled views of enterprise data for end user querying. Data Mart Export Option The BIRT Performance Scorecard Data Mart Export option is an efficient and effective way to make your performance management information available for reporting and can be used to export all BIRT Performance Scorecard user data, calculated data, colors and commentary for use by Actuate report development software. 5

6 Typical Use Cases Use Case 1: Drill Through to Identify the Root Cause of a Measure s Performance A manager launches BIRT Performance Scorecard and drills-down to the lowest level of measures available in the View; in this case the red measure is in the Marketing and Sales area of the Investment Management division. He wants to see more information on why spending in this area is over budget. He clicks to an Expense detail link (Figure A). Upon doing so, he seamlessly pulls up a spreadsheet with the line item expense detail he needs to adequately assess the division s spending. The calculations that turn certain measures red or green are taken from Views. The Actuals data is taken from the General Ledger (Figure B). This spreadsheet is centrally stored and available for others to see and work with depending on their privileges. Figure B Figure A Use Case: Highly Fidelity Report Formatting An executive wants a compelling report that shows performance targets in a key area of the business exactly as he would like to see them. In this instance, all of the data in the report is taken from BIRT Performance Scorecard, but it is formatted to meet the specific needs of the user (Figure C). Figure C 6

7 BIRT Performance Scorecard Complete Visibility into Organizational Performance Providing All Users With Advanced Performance Management The BIRT Performance Scorecard helps high-performing organizations drive strategy at all levels, to guide their operations, improve decision making, and ensure better operational performance and execution. With the BIRT Performance Scorecard, Organizations can: Automate any Performance Management Framework Marry multiple performance paradigms to gain a holistic view of organizational performance Adhere to mandated performance requirements Focus employees Improve efficiency Assign ownership to key metrics, increasing accountability and enhancing focus Improve stakeholder confidence with enhanced transparency and corporate governance 7

8 Enhanced Reporting for the Actuate Performancesoft Suite Actuate Corporation 2207 Bridgepointe Parkway, Suite 500 San Mateo, CA Tel: (888) Government Performance Management Center of Excellence Sunrise Valley Dr., Suite 200 Reston, Virginia Phone: Toll Free Phone: Actuate UK Ltd. & Peformance Management Center of Excellence 1st Floor Pickford House 46 Bow Lane London, EC4M 9DL United Kingdom Phone: +44 (0) Fax: +44 (0) URL: Actuate - the people behind BIRT Actuate founded and continues to co-lead the Eclipse BIRT open source project. BIRT is the premier development environment for Rich Information Applications that present data in compelling and interactive ways via the web on any device. Actuate and its people are dedicated to making BIRT the best environment for our customers to develop Web 2.0 applications that drive revenue through higher customer satisfaction/loyalty and improve operational performance. The people of Actuate continually participate in and provide resources for the vibrant open source community that has emerged around BIRT. Anybody can participate in the BIRT movement by visiting Actuate offers value-add BIRT products and services that speed the development process and bring additional functionality, interactivity and enterprise scalability to BIRT-based Rich Information Applications. Actuate has over 4,400 customers globally in a diverse range of business areas including financial services and the public sector. Founded in 1993, Actuate is headquartered in San Mateo, California, with offices worldwide. Actuate is listed on NASDAQ under the symbol ACTU. For more information, visit the company s web site at Copyright 2007 Actuate Corporation. All rights reserved. Actuate and the Actuate logo are registered trademarks of Actuate Corporation and/or its affiliates in the U.S. and certain other countries. All other brands, names or trademarks mentioned may be trademarks of their respective owners.