IBM绩效管理解决方案.doc

IBM绩效管理解决方案
仪表盘：多数据源实时KPI数据的展现

灵活的数据分析展现方式

报表
▪ 您可以用表格形式 或者图形方式来浏 览过去的数据记录
▪ 您还可以在仪表板 中了解更加具体的 信息

领导的个性化电子工作空间

领导者仪 表视图

领导者仪 表视图

绩效管理平台技术架构KPI体系
WBSE Value
现有IT投资

KPI分解
KPI级连 KPI委派 共同的期望和衡量标准 利于投入工作
变更管理
KPI指标的变更 高度信任化的管理 更新期望值 更新历史记录
记分卡 -数据表
易于自定义 最正确的模版 向上／下翻阅 KPI目标与仪表盘的关联

Comp价an值y观Le、a使de命rs和, e愿st景ablish
确Sh立or长t an期d L战on略g T和ermKSPtraIt体egy系
These are inputs into WBSE for Execution
绩效管理平台

依赖关系
多种形式的聚合 共同的期望 向下 向上
实时任务
预警 数据监控 即时通讯 讨论区
数据分析
信息追踪 报表 视图 看法调查

预置信息关联
电子数据表 数据库 应用系统 商业智能系统
过程监控
热点图／状态图 任务管理 团队协作 提升管理效能
其他门户应用
预置的协同应用 可集成的应用 仪表板框架

HR, BI, Finance, IT, Operations, ERP, SCM, Sales
数据, 服务, 管理, 内容

传统静态仪表板 vs. 基于SOA的动态仪表板

Dashboard for Sales

IBM Workplace Dashboards

Dashboard for Manufacturing

Dashboard for Executives

Dashboard for IT

预先定义的仪表板

Charting Module

Data Filters

IBM Workplace Dashboard Framework

Built-in

Customizers

Collaboration

Alerting Module

Reusable Components

Admin Console

复合框架

Static Dashboards

WebSphere Portal Server

Collaboration/ Messaging

BPEL/ Workflow

User Directories

Security

共享服务

Reporting Tools
Data Warehouse
Analytics

IBM WebSphere Portlet Factory Service Provider Models / SOA

MS Exchange

Lotus Domino

Collaboration

SAP ERP

PS Oracle JDE

Lotus

HCM ERP SCM Domino

Enterprise Apps

开发工具 数据源

建立在SOA上的仪表盘解决方案

IBM 提供的实现

客户定制的实现

服务提供者模型 (IBM)

服务操作 (IBM)

数据服务层 + 接口 服务提供者模型
数据库
(SQL Call 构件)

重用

数据服务层 + 接口 服务提供者模型
Siebel
(Siebel Builders, web services, etc.)

客户提供者 客户数据

IBM解决方案的价值
1. 分解目标, 责任到人
把抽象的公司战略和大的目标分解，细化为可衡量、可执行的目标任务；在目标之间建 立依赖关系，并落实目标责任到每个员工。
2. 量化目标, 实时追踪
给目标建立明确的衡量标准，实时监控目标的完成状况。
3. 定位问题, 协同解决
利用图形化的界面快速定位策略执行中的问题，协同办公来共同解决问题。
4. 整合数据, 方便快捷
基于面向服务架构的数据集成功能可以快速集成现有系统和多种数据源。
5. 展现数据, 灵活多样
数据可以以多种不同的方式〔丰富的图形和表格〕来展现，支持上钻、下钻、过滤等功 能。

部分客户案例
零售业部分客户 TransMontaigne Starwood Hotels

制造业部分客户 Abbott Laboratories Boliden Collins Aikman Floorcoverings, Inc. Hendrickson International Herman Miller, Inc. Hollister Inc Marchon Merillat Cabinets Northrop Grumman IT Omron Europe BV Pfizer Saint Gobain Containers TAP Pharmaceutical Products, Inc. TransAlta UB Group - Spirits DivisionIBM Dashboard Solutions Customer Success
▪ Challenges
– Aggregate key store performance indicators
– Provide a real-time alerting capability
– Increase efficiency of store/department managers
– Decrease irregularities (overstock, under stock, etc.)
– Data stored in Informix, DB2 and other systems

▪ Results

– 10,000 portal users (Business Mgr, District Mgr, Store Mgr, Dept. Mgr)

– Number of Portlets: 5 Models, ~50

unique portlet variations
– Parameters: Data sources, UI, Alerting thresholds
– Development time: 2 man months

克罗格公司在美国拥有两千余家大型超级商场，员 工约17万人，年销售额约191亿美元。 2003年以 518亿美元的销售额排名第51位，成为继沃尔玛、 家居仓储之后的美国第三大零售集团。

– Development Cost Savings: USD $76,400+

TransAlta: Plant Dashboard
Ensuring Environmental Compliance
▪ Profile – One of Canada’s largest non-regulated electric generation and wholesale marketing companies
▪ Challenges – Provide real-time KPIs of plant operations – Ensure compliance to stringent environmental requirements (emissions, greenhouse gas) – Surface data from Oracle, Siebel, SAP, Domino
▪ Solution – Real-Time Emissions Dashboard for proactive operations management and problem resolution – Role-Based views and alerts for Executive, Plant Manager, Environment and Safety, Operator – Significantly improved productivity, plant operations and regulatory performance – TransAlta Customer Webinar Replay:

Abbott Labs: Executive Dashboard
Eliminating Latent Excel Reports

Pharmaceutical Products Division

▪ Profile
– Fortune 100 Company, $19B+ in Revenue

▪ Challenges
– Weekly and Monthly performance tracking reports were built in Excel and PowerPoint, then emailed to 300+ users.
– Inconsistent metrics and formats across the reports – no integrated view of performance across the division
– Highly manual process with room for error – Little security around access to data
▪ Results – Productivity: Easier to access and interpret the data or trends through graphical UI
– Higher Information Quality: enhanced through the on-line audit approval process. – Economic solution to email and data archiving. – Integrated key performance indicators across the products. – Data is secure, and visibility can be changed through role-based user groups
– Abbott Customer Webinar Replay:

. DCeventuserid=7716892

TransMontaigne
Sales and Customer Reporting Dashboard
▪ Profile
– Supply chain and distribution services for oil, gas and chemical products Revenues of $8B+
▪ Challenges
– Sales and Marketing spent hours per day gathering data to respond to customer requests
– Finance personnel spent too much time/effort gathering, analyzing and reconciling billing info
– Only business analysts could manually create new reports – Disparate information in custom DB2, SAP and Oracle applications
▪ Results
– Increased Revenue: Visibility and access to customer, product, service and sales information. Fewer missed or under-billed situations
– Operational Efficiency: Eliminate manual report creation, speed response to customer inquiries
– Improved Decision Making: Immediate access to accurate, transactional information and alerts of issues when they happen
– Accelerated ROI: Existing RPG developers able to learn and deliver dashboard in 3 weeks
▪ Next Step: A Customer Self Service dashboard for even greater
efficiency and cost savings

Boliden
Balanced Scorecard Dashboard
▪ Profile
– Third largest copper and zinc producer in Europe – Focus on initial stages of the processing chain – exploration, mining, smelting, recycling – 4500 employees and $5 billion annual turnover – Adopted Balanced Scorecard to drive performance and competitive advantage
▪ Challenges
– Needed effective communication tool to help employees understand their role – and how they contribute to company value
– Needed to automatically access performance information from a range of systems and data sources
▪ Results
– Piloting personalized performance dashboards that help employee understand their role in company success
– Web Services allow Boliden to access and show real time status of objectives – Web application reinforces goals to employees daily. Visibility increases their motivation to
perform – Graphical UI and collaboration of IBM performance dashboards helps drive adoptionIBM CFO Dashboard
A Secure, Central Source of Truth
▪ Profile
– Chief Financial Officer and staff of $1Billion Software Group Division
– Team uses complex spreadsheet formulas output to monthly batch reports.
▪ Challenges
– Productivity drain. Staff repeatedly asked to provide financial performance information
– Data sensitivity due to reporting blackout periods
– Lack of consistency. Each geography pulls different views of the data.
▪ Results
– Consistency: Common views across geographies and product lines, faster response time – Security: Access controls grant privileges based on user role – Visibility: Broader access reduces the number of incoming questions – Productivity: Finance staff can now focus on analysis versus having people be the data repository – Self Service: Users can update dashboard data when they need, without the need to call IT

IBM绩效管理仪表盘 – Return On Investment

Net Benefits
ROI
TCO

Increase Revenue
Improve Executive Decision Making
Increase Operational Productivity and Efficiency
Reduce cost of dashboard
development maintenance
Hardware Software Implementation Services Maintenance

Sample Benefit Areas / Value Propositions(*)
▪ Improve efficiency through greater visibility to production KPIs ▪ Reduce costs by improving inventory cycles ▪ Increase sales through faster time to market for new products
and offerings
▪ Improve financial performance through ability to respond proactively to changes in KPIs
▪ Improve financial performance through quicker (real-time) identification of problems and managing exceptions
▪ Reduce or avoid financial cost through rapid problem detection and escalation
▪ Reduce staff time spent on data collection, consolidation, and reporting
▪ Reduce management time spent on data analysis and communication
▪ Reduce cost of information delivery (physical reports)
▪ Reduce development cost of dashboard interface ▪ Reduce data integration development cost ▪ Reduce development cost for role-specific dashboard variations ▪ Reduce development cost for advanced dashboard features ▪ Reduce dashboard maintenance cost
(*) Sample Value Propositions

为何选用IBM软件实现绩效管理仪表盘

Market-leading, Standards-based Platform

Multi-source Data Integration

Dashboard Framework
WebSphere Portal (Collaboration, security, user mgt)
Service Oriented Architecture (reuse, flexibility)
ActDioene-OprPieonrtteadl EDxasphebrioeanrcdes

Excel
Rapid Time-to-Value (automation)

Metrics / KPIs

Collaboration

Business Processes

问题和讨论

建立组织结构
▪ 方法一：任何定义在LDAP目 录服务器中的组织架构都可以 完全展示在我们的产品中。您 还可以直接通过我们的产品来 操纵LDAP服务器中的数据， 例如增加和删除用户等操作。
▪ 方法二：通过手工录入您的组 织结构。个人关键绩效指标的制定流程

流程

实施关键

1. 部门经理召开部门计划会 2. 员工制定个人绩效目标并得到经理确证
3. 与相关部门确定数据提供平台 4. 个人绩效计划归档

▪ 部门负责人与员工共同制定 绩效计划，并达成共识
▪ 员工明确个人目标与部门、 公司目标之间的关联
▪ 员工明确考核标准
▪ 绩效目标要有明确的、可实 施的行动方案
▪ 经理对目标的实现进行密切 的跟踪，并对偏离作出及时 的调整

个人关键绩效指标的制定方法
▪ 通过部门关键绩效指标的分解 ▪ 通过个人岗位使命确定指标

关键业绩指标分解下放的方式

1个指标分解为多

2

个个人指标 部门指标

1 指标直接由 某个人承当 部门指标
个人/团队 指标

个人/团队 指标１

个人/团队 指标2

3 1个指标分解为多 人的指标
部门指标

数量 分解

内容、 公式、 影响因 素分解

A个人/团队 指标

B个人/团队 指标

关键绩效指标分解下放-举例
数量分解

营业收入

物流事业部营业 收入
租赁事业部营业 收入

产品
整车物流 营业收入

地域
华北区 华南区

售后物流 营业收入
客车租赁营 业收入
……

关键绩效指标分解下放-举例
内容分解
客户对产品特性的满意度

客户总体 满意度

客户对服务的满意度

其他方面满意程度……技术架构参照图

在线仪表板的概念在80年代就已经出现；是什么样改变让我们 觉得现在是时候去实现它了呢？
▪ 业务交易的速度已经增长
– 竞争全球化和经营全球化 – 厂商专业化
▪ 在线数据的可用性显著增长。
– 以前，许多仪表板度量必需通过某个人人手工地每周或每月进行发 布
– 现在，商业用户就可以自己更新以前必需要IT开发人员才干做的对度 量和计算的改变
▪ 互联网和在线系统普遍使用，已提升了高级业务执行者在使用在线 管理工具时的舒适度
▪ 企业在运用他们首选的绩效管理体系或系统上(如：六西格玛，平衡 计分卡，等等)，已普遍更加成熟。
▪ Portal技术和面向服务的架构的出现使得企业能够创建高价值，交 互式的复合应用。

Hurwitz 仪表盘调查结果
仪表盘使用的广泛普及使用和增长
▪ 在调查的113家公司中，90%的公司已有超
过200个仪表板的用户，并且计划在将来的 18个月内添加500或者更多的仪表盘用户。
▪ 多数公司报告称仪表板展现了他们总绩效管
理预算的25-50%

整合多数据源
▪ 必需要用于决策的数据来自至少6-10各数据源 ▪ 有将近70%的公司在把仪表板连接到数据仓库
的同时，也将它们整合到诸如企业应用，外部 信息服务和数据表的其他数据源中。

布暑在Portal框架上
▪ 83%被调查的企业已经在portal框架上实
现了仪表板。
▪ 举出的关键功能必需要Portal:
– 98% 的特制视图是最重要的必需求 – 快速行动的能力也被认为非常重要。

快速地实现ROI
▪ 将近60%已使用仪表盘的公司节省了超过
$500,000 的资金，其中有超过20%公司的 费用节省超过$1,000,000 。
▪ 大约50%的公司在少于1年的时间内实现了
ROI。
Source: Hurwitz Associates Dashboards – Enabling Insight and Action Judith Hurwitz, September 2005

数据流参照图
Existing Financial Data

Structured Data

Web service

WBSE

Notes DB Conversion Tool Set
Spread Sheet

Dashboard Framework

Scorecard

Dashboard

业务信息存取及公布

WBSE End User

Scorecard

drill down
Dashboard

Slide out Palette

Manual Excel

Web Service

Dashboard Link

Drag n drop portle‘ts onto dashboard

WBSE Admin

Registers Web Service for use with WBSE

End user
Web Clipping
Spreadsheets Import
Database
Customize Portlets
Existing Portlets •Siebel •SAP • Business Intelligence • WB Monitor
IT
Build Portlets •WPAI •Workplace Designer •Alphablox • Workplace
Dashboard Framework Web Services / SOA • Websphere •Domino •DB2 •RationalSeven Steps: 1. Creating a new objective 2. Adding a Web resources (external web site, portlet, …) 3. Plotting milestones and targets to reflect expectations 4. Selecting the data source for the objective 5. Pushing objectives to the right people 6. Tracking progress throughout the year 7. Collaborating with others to react quickly

和商业智能软件的关系
▪ 和商业智能软件是相辅相成的
▪ 可以利用商业智能软件分析得来的数据作为衡量目标执 行状况的指标
▪ 可以利用丰富的仪表盘〔或称数据表〕框架来为所欲为 的展现商业智能软件的分析结果
▪ 可以同时和多个商业智能应用集成，集中利用这些数据 来追踪目标执行状况，形成统一的视图

绩效管理体系的转变方向是什么？