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Partnership for Success

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Making informed business decisions via Insight-driven analysis ... Performance Score Card Monitoring. Customized Statutory Reporting. Strategic Planning ... – PowerPoint PPT presentation

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Title: Partnership for Success


1
Partnership for Success
  • Bridging the Gap Strategy to Execution

24th January 2006
NorCal OAUG 2006 Training Day
2
About the Speakers
  • Patricia Yates
  • Regional Vice President, Professional Services
  • 18 years in software development and
    integration, including five years at Oracle, for
    clients in various industries such as Aerospace
    Defense, Healthcare, Financial Services, and
    Retail
  • Prior experience as Director of Operations for
    Professional Services Firm
  • Email pyates_at_navisite.com Ph 510-610-0731 /
    408-965-9259
  • Jayanta Samanta
  • Director, Professional Services
  • 13 years in Information Technology specializing
    in Business Intelligence and Data Warehousing,
    including almost seven years at Oracle defining
    and managing Business Intelligence solutions for
    clients in various industries such as Retail,
    Telecom, Financial Services, Government,
    High-Technology and Manufacturing.
  • Actively involve in Oracle BI community
    participating in defining Oracle BI
    Implementation Methodologies and Best Practices.
  • Email jsamanta_at_navisite.com Ph 510-928-4823 /
    408-965-9831

3
Agenda
  • NaviSite Background
  • Business Intelligence Strategy to Execution
  • Challenges Trends
  • Why It is Difficult to Bridge the Gap Between
    Strategy and Execution
  • Solution on Oracle
  • Overview and Evolution of CPM
  • Implementing CPM
  • Methods and Success Factors
  • NaviSite CPM Solutions
  • Oracle
  • PeopleSoft
  • Siebel
  • Question Answer

4
NaviSite (NASDAQ NAVI) - Scalable Services on a
Global Basis
  • Professional Services
  • Hosting Services
  • Outsourcing Services
  • Deep application and technical experience and
    expertise
  • Industry domain Expertise
  • Ex-Oracle, PeopleSoft and Big5 Consultants
  • Global capabilities
  • International (EMEA, Asia Pac)
  • Global offshore delivery
  • Complete application lifecycle services Ability
    to address the entire application lifecycle, from
    planning and implementation, to ongoing
    management
  • Flexibility NaviSite operates as an extension
    of your organization, providing services to
    address your specific needs

Operational Leverage Efficiency
One consolidated service delivery platform
Atlanta
5
Professional Services Offerings at a Glance
Program Project Management
  • PEOPLE
  • Right blend of product knowledge, business /
    Industry experience and consulting skills
  • Global Presence
  • PROCESS
  • Use NaviSites SureSuccess Methodology
  • Establish a Global Business Model
  • Facilitated Workshops Approach
  • TOOLS
  • Utilize Process Flows Approach
  • Use tools and templates for rapid deployment

Business Consulting System Selection Process
Technical Architecture DBA Services
ERP and CRM System Implementation and
Transformation
Applied Technology Services
Managed Services
Industry Based Solutions
Adoption Learning
Upgrade
Consolidation M A Spin- Off
Business Intelligence
Optimization Services
Health check Assessment
SOX - Compliance Governance
Change Management
Global Delivery
Global Roll Out
6
Business Intelligence Strategy to Execution
7
Challenges With Effectively Using Corporate Data
Business Pressure
  • Corporate Performance
  • Global competition
  • Margin pressure
  • Regulatory Compliance
  • Legislation
  • Sarbanes-Oxley
  • Patriot Act
  • Must haves
  • External and internal disclosure
  • Alignment and accountability
  • Risk mitigation

Business Drivers
8
Performance Management Trends Impetus for Change
  • Aligning corporate strategy with daily operations
  • Executing strategy by managing corporate
    performance measures
  • Making informed business decisions via
    Insight-driven analysis
  • Standardizing reporting and analysis to corporate
    best practices
  • Complying with regulations by disclosing
    corporate information timely
  • Providing Self-service access to role-based
    information
  • Utilizing collaborative web-based performance
    management framework

9
NaviSite Business Intelligence Solution on Oracle
Oracle eBusiness Suite
Oracle BI Dashboard
EPB
Align
Finance
Purchasing
Sales
Service
Report
Marketing
Manufacturing
BSC
Monitor
Human Resources
Project Mgmt
DBI
Disco
  • Daily Business Intelligence (DBI) Management
    Reporting Dashboard enabling faster and informed
    decision making by providing key business
    performance measures at your finger tips.
  • Balanced Scorecard (BSC) Enabling companies to
    develop custom Performance Management Systems to
    align Operations with Business Strategy
  • Enterprise Planning and Budgeting (EPB)
    Streamlining enterprise planning, budgeting and
    reporting, on-going performance monitoring
  • Oracle BI Dashboard An Integrated role-based
    single sign-on BI Portal framework. Providing an
    extensible reporting framework by integrating
    DBI, BSC EPB to optimize business performance
    using Oracle eBusiness Suites technology framework

10
Role-based Oracle BI Dashboard - VP of Sales
  • 360 view of corporate performance
  • pre-built KPI, graphs, reports, trends for
    all business units
  • Finance Operations
  • Procurement Manufacturing
  • Sales Marketing
  • Human Resource PMO
  • context sensitive drill-downs
  • single sign-on, role-Based reporting
    dashboard
  • configurable and extensible BI portal
  • leveraging Oracle Applications technology
    framework

11
Managing Corporate Performance
12
CPM ERP Business Intelligence
CPM is an evolutionary merging of Business
Intelligence and Enterprise Resource Planning,
driven by the need for businesses to enable
better financial and business performance
visibility
? Collaborations
Formulating and Aligning Strategy to Execution
Strategic Planning Budgeting
Performance Score Card Monitoring Customized
Statutory Reporting
Financial Consolidations Analysis
? Corporate Performance Management Framework
13
CPM users from Strategy to Execution
Source Gartner, Inc
14
The Evolution of CPM
Source http//www.businessforum.com
15
How CPM Affects the Enterprise
CPM adds value to the business by broadening the
scope of measurement - focusing on how an
organization develops, implements and monitors
their strategic plans with a variety of metrics.
This strategic focus is kept throughout all
management processes, right down to the
contribution that individual budget holders make.
CPM is all about the execution of the strategic
plan.
16
Key Benefits
  • Get 360 view of financial and non-financial
    performance results at your finger tips
  • Links strategies to day-to-day operations and
    report on results so that plans become actions
    and people are held accountable
  • Enables to get early warning alerts to learn
    about problems and opportunities so you can take
    timely action
  • Provides framework to adjust plans, budgets, and
    forecasts if and when business conditions warrant
    a change
  • Helps to meet your regulatory compliance
    obligations confidently with the help of
    financial consolidation solutions and statutory
    reporting functions
  • Enables making informed business decisions
    through actionable business intelligence

17
Implementing CPM Methods Success Factors
18
CPM - Bridging the Gap from Strategy and
Execution
  • NaviSite takes a holistic approach to the
    implementation and monitoring of corporate
    strategy.
  • CPM solution combines business methodologies,
    processes and systems into a single
    enterprise-wide management system
  • Align all four areas of management
  • Measure - Planning and measuring the things
    that drive value for the organization
  • Processes - Strategic planning, budgeting,
    forecasting and monitoring results, while
    aligning operations with
    strategy are all part of the same process
    moving an organization
    towards achieving their desired goals .
  • People - People doing the right things at
    the right time produces results.
  • Tools - Easy-to-use tools and
    technologies that enable actionable
    business intelligence and help CPM
    deliver against strategic goals.

Source http//www.businessforum.com
19
12 Steps to Bridge the Gap Dont Just Measure,
Manage It
  1. Identify and agree on critical success
    factors Identify long-term and short-term
    business objectives and prioritize them based on
    business goals
  2. Formulate a strategy Decide how to achieve the
    target measures
  3. Create a plan Decide exactly what actions or
    tactical plans will be required to implement the
    chosen strategies
  4. Align critical success factors with operational
    budgets and tactics Enable budget holders to
    enter budgets by actions/tactics so that
    consolidated data will allow management to
    evaluate the cost/success of individual tactics
    and the associated affect on strategy
  5. Identify owners and assign responsibilities Identi
    fy owners and assign responsibilities for target
    measures. CPM is all about organizational
    accountability. Goals are generally only met if
    someone is made responsible for them
  6. Identify target measures and record corresponding
    assumptions Identify target measures that drive
    organizational value and map to critical success
    factors

20
12 Steps to Bridge the Gap Dont Just Measure,
Manage It
  • Communicate tactics, objectives, assumptions and
    timetables Manage expectations proactively
  • Manage target measures Monitor the actions and
    results of the tactical plans versus target
    measures
  • To see if tactics will achieve the strategic
    goals
  • To establish how efficiently the organization is
    operating
  • To identify any weaknesses and opportunities that
    may be present
  • Analyze the results To see where the variances
    are and to decide on what to do about them
  • Review budget submissions
  • Review actual results
  • Forecast To see if the target measures set over
    time are still on course to be achieved
  • Provide a feedback loop Provide a feedback
    mechanism specifically aimed at 'how the targets
    can be improved'
  • Re-align operations Make adjustments in
    operational budgets, processes, people
    technologies as needed to achieve desired
    strategic goals

21
CPM on
  • Oracle CPM products and solutions make
    enterprise-wide strategic, financial and
    operational planning, budgeting, forecasting,
    financial consolidation, reporting, and analysis
    easier, faster, more accurate, and more useful.
    These solutions enable organizations to
  • Align operations to strategic goals
  • Report financials
  • Monitor measures
  • using near real-time business dashboards,
    which are available through the Daily Business
    Intelligence application and extensible through
    Oracle Balance Scorecard Oracle Enterprise
    Planning and Budgeting applications
  • Oracle Corporate Performance Management (CPM) -
    Footprint
  • Daily Business Intelligence
  • Balance Scorecard
  • Activity Based Management
  • Enterprise Planning and Budgeting

22
NaviSite Corporate Performance Management Cycle
on Oracle
Goals
Discoverer
Balanced Scorecard (BSC)
What are the Organization Short Long term Goals?
Report
Strategy
How will the organization provide ongoing,
consolidated financial operational reporting?
  • Completely integrated and automated
  • 360 view of the Enterprise Performance
  • Single source of truth - rules and data
  • Filtered and summarized information
  • Insight-driven analytics
  • Guided multi-dimensional analysis
  • Actionable business activity monitoring
  • On-demand, drill-to-detail access
  • Collaborative
  • Web-based architecture

How will the organization Achieve its Objectives?
Plan
Portal
Analyze
How will the organization Align its objectives
and quickly respond to external and internal
events?
How will the organization evaluate the impact of
what-if scenarios?
Deliver
Enterprise Planning Budgeting (EPB)
Daily Business Intelligence (DBI)
Monitor
Measure
How will timely and relevant information be
delivered to the appropriate decision makers?
How will Key Performance Indicators (KPIs) be
used to model and measure success?
23
CPM on
  • PeopleSoft Enterprise Performance Management
    (EPM) offers performance management solutions for
    every budget and every phase of the management
    cycle, helping managers formulate strategies for
    profitable growth, align strategies with
    operational plans, actively monitor day-to-day
    operations, and collaborate across the
    enterprise. The complete EPM solution consists of
    the following key elements
  • Performance Management Warehouse
  • CRM Analytics
  • Financial Analytics
  • Supply Chain Analytics
  • Workforce Analytics
  • Industry Analytics
  • NaviSite has PeopleSoft experience in large
    complex implementations, as well as smaller rapid
    deployments. Our EPM experience is diversified,
    as it includes activity-based management,
    workforce analytics, workforce scorecard, budgets
    and more

24
CPM on
  • From improving win rates in sales, to optimizing
    supplier performance in operations and enabling
    finance to pinpoint the drivers of profitability
    and accelerate cash flow, Siebel Business
    Analytics applications reveal the
    interdependencies between organizational
    functions. They provide unmatched insight across
    your value chain that translates into increased
    revenue, lower costs, and better business
    results. Siebel's comprehensive analytics
    applications include
  • Enterprise Sales Analytics
  • Enterprise Contact Center Analytics
  • Marketing Analytics
  • Supply Chain Analytics
  • Financial Analytics
  • Workforce Analytics
  • NaviSite has Siebel experience in large complex
    implementations, as well as smaller rapid
    deployments. We provide our clients with a BI
    solution that meets their end-user criteria,
    technical requirements, and business needs

25
Experience in Implementing Oracle CPM solutions
26
Some useful information on NaviSite CPM Solutions
  • NaviSite Professional Services (http//www.navisit
    e.com)
  • NaviSite Business Intelligence Services a data
    sheet on NaviSite business intelligence solutions
    and services
  • Managing Corporate Performance - Through Business
    Intelligence from Strategy to Execution - A
    holistic approach by NaviSite, Inc. a white
    paper
  • Contacts

NaviSite, Inc 2720 Zanker Road San Jose, CA
95134 Phone 408-965-9000 Fax 408-965-9201
Visit booth 20 for more information
27
Question Answer
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