How To Manage Performance On A Computer System

Transcription

1 Dashboard of the future Vision Amstelveen, 1 October 2013

2 Contents Introduction Event 1. Wake-up Event 2. Management by exception Event 3. Weekly management meeting Event 4. Quarterly management meeting Encore. End of day Appendix. Overview of functionality 1 Dashboard of the future

3 Introduction

4 In Deloitte s vision, the performance management system of the future is exception-based, real time and predictive Early warning Real time Slice and dice Information is based on leading indicators from both internal and external big data sources. Deviations from plan are put in context Information is available at any moment Information is available for all dimensions and hierarchies and everything can be compared with everything Management by exception Collaboration Predictive Management reporting focuses on actionable exceptions. Personal notifications are based on the enterprise governance model Agile decision making through connection to the enterprise social network Predicting outcome and timing of actions through Intensive use of scenario analysis and what-if analysis 3 Dashboard of the future

5 We present the dashboard of the future in four sample events In the future performance management is a way of living. Independent from time, location and device the performance management system fulfills all performance information needs. To illustrate this we present four sample future events: Sample future event Early warning Real time Slice and dice Management by exception Collaboration Predictive Wake-up Management by Exception Weekly management meeting Quarterly management meeting 4 Dashboard of the future

6 Event 1. Wake-up

7 Manager X wakes up and checks his phone for important notifications. During breakfast he/she further analyses the latest real time performance information Manager X wakes up and analyses latest notifications during breakfast Manufacturing order lead time turned to red Previous status: Green Details... Manufacturing order lead time turned to red Previous status: Green Details... 6 Dashboard of the future

8 He/she checks for details on the notification integrating both internal and external big data sources and decides that further discussion is necessary By using the touch screen more detailed information is available any moment Internal information (such as leading indicators) and external information (such as news articles) is combined to provide a comprehensive overview of the situation Note: See Appendix for explanation of the menu options 7 Dashboard of the future

9 On his/her way to the office Manager X contacts Manager Y and shares his/her screen to facilitate the conversation 8 Dashboard of the future

10 Manager Y explains that his/her team is already working on the issue1. Both managers agree on the actions to resolve the issue Manager X Manager Y An action log is maintained during the call. Actions are automatically set from both ends and stored in the system. Actions Initiated Increase Sensitivity Set alert if situation escalates Set alert if not solved in 12 hours Apparently, the factory in the industrial zone is not the reason of the strike. The strike is related to a different factory in the same industrial zone. 9 Dashboard of the future

11 Event 2. Management by exception

12 In between two meetings Manager X receives a notification for a class 1 issue. Immediate action is required Agenda Strategy Meeting Project Atlanta Video Meeting / War Room Funnel health is outside of bandwith now Prepare for quarterly mgt meeting Reply on Details... Weekly management meeting Quarterly management meeting Video Meeting 11 Dashboard of the future

13 The personal dashboard shows that the Funnel Health KPI is outside the acceptable bandwidth Volume Price Realization Show: All Search Acquire New Customers Retain and Grow Current Customers Red Amber Green Restore 1 Marketing & Sales Product & Service Innovation Account Management Cross-Sell / Up-Sell Retention Alerts Collaborate Funnel Health 24 Plan: 35 Win rate 45 % Plan: 43 Order intake forecast accuracy Plan: % Weighted distribution 3.2 mio Plan: 3.2 Views now Graphs Maximize Settings Context Maximize Active Filters: Years = 2017 Months = Jan Dec Filters 12 Dashboard of the future

14 He/she uses the predictive time slider to asses the impact of the issue on the value drivers Volume Price Realization Show: All Search Acquire New Customers Retain and Grow Current Customers Red Amber Green Restore 1 Marketing & Sales Product & Service Innovation Account Management Cross-Sell / Up-Sell Retention Alerts Collaborate Funnel Health 24 Plan: 35 Win rate 45 % Plan: 43 Order intake forecast accuracy Plan: % Weighted distribution 3.2 mio Plan: 3.2 Views now Graphs Maximize Settings Context Maximize Active Filters: Years = 2017 Months = Jan Dec Filters 13 Dashboard of the future

15 This shows serious impact on the Volume value driver in three months if no serious action is taken Volume Price Realization Show: All Search Acquire New Customers Retain and Grow Current Customers Red Amber Green Restore 1 Marketing & Sales Product & Service Innovation Account Management Cross-Sell / Up-Sell Retention Alerts Collaborate Funnel Health 24 Plan: 35 Win rate 45 % Plan: 43 Order intake forecast accuracy Plan: % Weighted distribution 3.2 mio Plan: 3.2 Views now Graphs Maximize Settings Context Maximize Active Filters: Years = 2017 Months = Jan Dec Filters 14 Dashboard of the future

16 To gain additional understanding Manager X looks for details on the KPI Funnel Health. This shows the opportunities that are the cause of the issue 1 2 Step 1. By touching the KPI Funnel Health two graphs with more details are displayed Step 2. By touching a specific opportunity in the graph on the right more information regarding this opportunity is provided below the graphs Note: See Appendix for explanation of the menu options 15 Dashboard of the future

17 Based on a pre-populated list of contacts Manager X decides to collaborate with the Account Manager to either accelerate or kill the deal All Contacts Minimize Suggested Contacts for Opportunity Jim Warner Function: Account Manager Tel: Back Minimize Chat Actions Screen share 1 Subject: Acme International Jim, Sales funnel bandwidth is unacceptable. Please choose 1) push the deal e.g. plan private meeting with CEO hospital & me, or 2) kill the deal, too much effort is put in it already Manager X 2 16 Dashboard of the future

18 Event 3. Weekly management meeting

19 During the weekly management meeting, the view option is used. Different views with real time information are available Dashboard of the future

20 A heatmap shows the most important KPIs 19 Dashboard of the future

21 The heatmap is easily customized by filtering on dimensions and hierarchies... 1 i Filters Swipe through the dimensions and drag the values you want to filter on to the top Product Market Business Units Customers Widgets Gadgets North America Europe BU 1 Asia Australia BU 2 BU 3 BU 4 BU 5 2 Customer 1 Customer 2 Customer 3 Customer 4 Customer 5 Customer 6 Each column represents a dimension. The grey scrollbar at the bottom indicates that there are additional columns/dimensions Hierarchies are displayed under each dimension (vertically in the column): At the top the currently applicable hierarchies are shown (multiple selections are possible) At the bottom the other hierarchies are shown The grey inverted triangle at the bottom of a column indicates that there are additional hierarchies 20 Dashboard of the future

22 ...and actuals and plan versions C i Filters Drag the values you want to compare to the top Base values Actual Budget Forecast Comparison values Forecast Budget 2 Base values (e.g. actuals) are confronted with comparison values (e.g. AOP) At the top the currently applicable values are shown (only one selection is possible). At the bottom the other values are shown 1 Latest View Analyst Consensus Latest View Analyst Consensus The grey scrollbar at the bottom indicates that there are additional values that can be selected (e.g. benchmark) Active Filters: Widgets; North America; BU 2; 2017; Feb; Actual versus Forecast 21 Dashboard of the future

23 Step 1 of 6. After having touched on an important KPI in the heatmap, the Value Driver Tree is shown as the starting point for drilling down 22 Dashboard of the future

24 Step 2 of 6. Drill-down from Revenue Growth to Volume 23 Dashboard of the future

25 Step 3 of 6. Drill-down from Volume to Acquire New Customers 24 Dashboard of the future

26 Step 4 of 6. Drill-down from Acquire New Customers to Product & Service Innovation 25 Dashboard of the future

27 Step 5 of 6. Drill-down from Product & Service Innovation to % products with successor in pipeline 26 Dashboard of the future

28 Step 6 of 6. A detailed context analysis shows internal and external information about the KPI % products with successor in pipeline 27 Dashboard of the future

29 Event 4. Quarterly management meeting

30 Manager X enters the company war room for the quarterly management meeting with the management team in Asia Video Wall New York Shanghai office 29 Dashboard of the future

31 The agenda is presented. The second topic is how to return EBITA% for widgets in Asia back to green Agenda Action points follow up How to return EBITA% back to plan Market update Q Succession plan 2018 Employee Engagement Survey AOB 30 Dashboard of the future

32 To analyze opportunities for improving EBITA% various KPIs are used as variables in a what-if analysis Video Wall New York Sales growth% Plan: 12,1 8,5 % EBITA% 4,5 % Plan: 3,7 Assets & Liabilities 423 mio Plan: 410 Organizational Health Plan: 4 4 SCENARIO ANALYSIS Sales cost as a % of revenue sales salaries, bonuses and overhead Customer facing time Use of preferred parts component, sub system, etc. 60% 65% 70% 75% 80% Sales revenue - absolute by region by market and channel vs. target Actual Plan 31 Dashboard of the future

33 The what-if analysis indicates that improving on the KPI Sales revenue absolute has the largest positive impact on EBITA% Video Wall New York Sales Growth% 8,5 % Plan: 12,1 EBITA% 12,5 % Plan: 3,7 Assets & Liabilities 423 mio Plan: 410 Organizational Health Plan: 4 4 SCENARIO ANALYSIS Sales cost as a % of revenue sales salaries, bonuses and overhead Customer facing time Use of preferred parts component, sub system, etc. 60% 65% 70% 75% 80% Sales revenue - absolute by region by market and channel vs. target Actual Plan 32 Dashboard of the future

34 Next Manager X discusses geographical expansion in Asia. Myanmar is selected based on GDP growth Video Wall New York GDP Growth 15% 10 % 5 % 2.5 % 0 % -5 % 33 Dashboard of the future

35 Additional relevant info on Myanmar is displayed, integrating internal and external big data. Manager X decides to invest in a growth Business Case Video Wall New York Selected: MYANMAR New customer development 0,5 0,4 0,3 0,2 0,1 0-0, Our brand strength News Profile People Myanmar one of most stable political regions in South East Asia Myanmar exhibits enormous GDP growth in NEW YORK Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient... Read More HONG KONG Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient... Read More Active Filters: 34 Dashboard of the future

36 Encore. End of day

37 Manager X goes to bed and checks his/her dashboard one more time. All KPIs are on green. He/she smiles and falls asleep... Revenue Growth 6,3 % Plan: 6,1 Operating Margin 9,3 % Plan: 8,6 Asset Efficiency 423 mio Plan: reassured that everything is in control. 36 Dashboard of the future

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