PerformanceSoft Inc' Andrew Lim Balanced Scorecard Solutions

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PerformanceSoft Inc. Andrew Lim Balanced
Scorecard Solutions
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About Panorama
About Performancesoft Inc.
Leader in Product Innovation
State of the Art Software
Category Expertise
BSCol Certified
Most no. of successful sites
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About panorama - Customers
About pbviews
Some of our customers
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List of Healthcare Users
Cardinal Health Dana-Farber Cancer
Institute Deaconess Hospital Fairview Health
Services Fairview Southdale Hospital Fresenius
Medical Care NA FSC Health Inc. Glendale
Adventist Medical Center HealthNow New York
Inc. Inova Health Systems Kaiser
Permanente LifeNet MD Anderson Cancer
Center North Carolina Baptist Hospital
Inc. Northern Michigan Regional Health
System Norton Healthcare Overlake
Hospital Premier Health Services Queensway
Carleton Hospital St. Thomas-Elgin General
Hospital Sunnybrook Health Science Center Tenet
HealthSystem Medical Inc. William Osler Health
Centre Women Infants Hospital
NHS UK Bromley Primary Care Erewash Primary
Care Middlesbrough Primary Care Queen Victoria
NHS Southport and Formby Primary Care Surrey
and Sussex Strategic Health Authority Sutton and
Merton Primary Care Tees East and North
Yorkshire Ambulance Thames Valley Strategic
Health Authority West Hull Primary Care
Yorkshire Wolds Coast Primary Care    










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About panorama - Customers
Customers in Asia
National Petro Chemical

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List of Pbviews Users in SE Asia
PT Adira Finance Subordinate Courts Chong
Fu P School Telok Kurau P School St Margaret
S School Balestier Hill P School MobileOne
Asia PT Indofood CLLS Group PT Katsushiro
(engrg) Goldcoin Asia United Tractors
(Komatsu) PT Astra Graphia Japan Tobacco
(Malaysia/Thailand) Bank Universal MCDS,
Singapore PT Citra Tubindo PT Trakindo
(Caterpillar) Capsugel/Pfizer Courts Singapore
/ Malaysia Dovechem PT Tugu Pratama Nat
Petrochemical(Thai) Chulalongkorn
Univ Clariant Chemical, India Siemens Medical
Instruments Sumarecon, Indonesia
(constr) Amphol Sugar, Thailand PT Astra
International Ministry of Law,
Singapore Sunfood Thailand Goldshield
India HP Asia-Pacific National Heritage
Board PJB Indonesia ( Utility) Min of Info,
Comm Arts Commercial Bank of Qatar Berau
Coal Infocomm Development Authority of
Singapore










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Best Government Solution 2003
December 17, 2003. Toronto Canada Panorama
Business Views was honored to receive the award
for Best Government Solution at the recent
Government Solution Summit in Orlando, Florida.
The only award in the federal IT channel voted
solely by IT Solution Providers, Panorama is
extremely pleased to be recognized for their
state of the art pbviews Performance Management
solution. The Government Solution Summit is an
invitation-only event for qualified IT Solution
Providers and prime contractors with a focus on
the federal sector. Participants included such
organizations as BearingPoint, Booz Allen, CSC,
Lockheed Martin, Northrop Grumman, and Unisys.
pbviews was nominated for this prestigious award
alongside other innovative solutions HP ProCurve
and iPass. We are honored that our peers
within the federal IT channel have selected
pbviews software for the Best Government
Solution Award, stated Michael Tipping,
President and CEO of Panorama Business Views.
This recognition strengthens our resolve to
develop strong partnerships with other dedicated
solution providers, and validates our commitment
to providing todays government with the most
comprehensive, user-friendly and flexible
Performance Management solution on the market.
Government Solution Summit attendees are
senior executives who strongly influence their
federal customers buying decisions, said Sally
Hewett, event director for Government Solution
Summit. As a result, Panorama Business Views
recognition through the Best Government Solution
Award signifies a level of excellence for
technology vendors in this competitive market.
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Balanced Scorecard
The Balanced Scorecard, introduced in 1993 by
Kaplan and Norton, has served as the foundation
for many Fortune companies and government
organizations performance management systems. A
well designed scorecard bridges the gap between
strategies and day-to-day action by aligning
performance measures with the critical
perspectives of the organization. pbviews
provides Senior Executives and managers with the
ability to track performance against the
established strategic and operational goals.
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Strategic Objectives
Different organizations have different visions,
and different strategies. pbviews recognizes
this, and has allowed organizations to develop
their performance management system with their
specific objectives supported by the performance
indicators that measure the pathway to achieving
the strategic objectives. The flexibility of
pbviews ensures the terminology and structure of
the organizations strategies and priorities are
maintained so that more time can be spent on
achieving them than having to explain them!
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Malcolm Baldrige
Since 1987, thousands of organizations have been
using the Malcolm Baldrige criteria for
performance excellence. Baldrige provides a
framework for assessing and measuring performance
to improve organizational learning, deliver value
to the customer, and to improve overall
organizational effectiveness and capabilities.
Several of Panoramas customers are already using
pbviews for Malcolm Baldrige, which has further
allowed them to deliver a results-oriented
framework.
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Presidents Management Agenda
The President's Management Agenda, announced in
the summer of 2001, is an aggressive strategy for
improving the management of the Federal
government. It focuses on five areas of
management weakness across the government where
improvements and the most progress can be made.
pbviews is helping government organizations
ensure that their current strategies are in line
with the Presidents Management Agenda by
measuring their performance against the five key
areas.
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Results for Canadians
The Results for Canadians management framework
was developed to encourage responsive and
well-managed federal organizations, oriented to
the needs of citizens and working in
collaboration with other levels of government and
with the private and not-for-profit sectors.
pbviews provides government agencies the ability
to ensure accountability by providing tools that
will identify gaps and provide the capacity to
report on actual performance to all levels of
government. .
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pbviews in K-12
School districts using data-driven instructional
techniques have seen dramatic increases in
student performance. In pbviews, measures from
student achievement scores, testing, and other
assessment can be combined with measurements
indicating increased management and operational
efficiencies to show overall institutional
performance and achievements over time.
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pbviews in Higher Education
The promotion of a culture of evidence through
data-driven decision making by accrediting
organizations has made higher education
institutions rethink their approach to assessing
performance. Universities and colleges are using
pbviews as a tool for demonstrating their
accountability to stakeholders and their
dedication to learning and providing them with a
portfolio of data for the institutions leaders
and accrediting agencies. Keeping data simple
and in one dynamic system means less resources
spent on assessment and more time in the
classroom.
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JCAHO Accreditation
In 1987, the Joint Commission on Accreditation of
Healthcare Organizations integrated performance
measurement data into the accreditation process
to enable health care organizations to understand
how their organization is doing over time.
Hospital and other health care organizations are
using pbviews to verify the effectiveness of
corrective actions, identify areas of excellence,
and compare performance with that of peer
organizations.
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Banking Performance
Risk Management is now a very significant part of
a banks performance management. The scorecard is
hence modified to incorporate a risk management
perspective. The overall risk management score
will be made up of key risk indicators in major
business units of the banks. Banks have also
built separate views to represent the Basel II
framework.
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Critical Success Factors
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Critical Success Factors

• Commitment from the Top
• Frequent use
• On-Going Communication
• Buy-in at all Levels
• Project Management
• Link to Incentives
• Continuous Improvement

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Commitment from the top
Commitment from the top

• Consistently reinforce the strategic importance
  of the initiative to the organization
• Ensure that sufficient resources are allocated
• Actively participate and challenge the process
• Use the system yourself

Frequent use
On-Going Communication
Buy-in at all levels
Project Management
Link to Incentives
Continuous improvement
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Commitment from the top
Roles Responsibilities
Commitment from the top
High level project endorsement
Champion
Overall resource commitment
Define Strategy Key Performance Areas
Executive Team
Frequent use
Provide direction and resources
On-Going Communication
Attend Manager Briefing and Workshops
Managers
Identify measures to align with KPAs
Provide ongoing input and commitment
Sponsor
Buy-in at all levels
Involved in key review meetings
Project Management
Coordinate pilot team schedules
Project Manager
Ensure project deadlines are met
Link to Incentives
Responsible for system setup
System Administrator(s)
Coordinates data input activities
Continuous improvement
Data accuracy
Measure Owners
Communication of results
Measure performance corrective action
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Frequent Use
Commitment from the top

• Make this the central point for your Management
  Reporting
• Build links to relevant documents, websites etc.
  for key measures
• Generate e-mail alerts to highlight performance
  issues
• Use it for Management and Staff meetings
• Use it as the scorecard tool for individual and
  departmental evaluations
• Publish selected results to all staff

Frequent use
On-Going Communication
Buy-in at all levels
Project Management
Link to Incentives
Continuous improvement
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Ongoing Communication

• Process
• Communicate the purpose of the BSC
• Celebrate performance milestones
• Results
• Feature results communication in management
  meetings
• Publish results in each work center
• Publish a general employee Briefing Book that can
  be accessed by all employees

Commitment from the top
Frequent use
On-Going Communication
Buy-in at all levels
Project Management
Link to Incentives
Continuous improvement
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Buy-in at all levels
Commitment from the top

• Avoid the 'top-down perception
• Show (and actively sell) the benefits of
  Performance Management
• Avoid the 'baseball bat' (red measure only!)
  approach
• Manager involvement in the initial design and
  definition of the measurement system
• Involvement in subsequent reviews

Frequent use
On-Going Communication
Buy-in at all levels
Project Management
Link to Incentives
Continuous improvement
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Project Management
Commitment from the top

• Phased-In Approach
• Clearly Defined Plan
• Adequate Resources
• Policies and Procedures
• Ongoing Quality Checks
• Training for New Users
• Continuous Improvement

Frequent use
On-Going Communication
Buy-in at all levels
Project Management
Link to Incentives
Continuous improvement
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Link to Incentives
Commitment from the top

• 'What gets measured gets done'
• Non-financial objectives help to achieve
  financial results (cause effect)
• Incentives should be tied to both non-monetary
  monetary results

Frequent use
On-Going Communication
Buy-in at all levels
Project Management
Link to Incentives
Continuous improvement
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Continuous Improvement
Commitment from the top
Goals/Targets
-- Target setting
Frequent use
On-Going Communication
Awareness
Performance
Commentary
Action
Buy-in at all levels
Fact Based
Faster
Better
Project Management
Link to Incentives
Understanding
Best Practices
Continuous improvement
Situational Dialogue
Information
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Software Demo
pbviews Performancesoft Inc.
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Software Selection Criteria

• Easy to Use
• Pleasant Interface for frequent use
• Scalable
• Flexible Internalised easily
• Enhance Communications
• Quick to customize/setup/change
• Open System ease of integration
• Low Cost of Ownership

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Finally

• Questions ?

• www.performancesoft.com