| Key Objective |
Key Activity |
Key Capability |
| Design models that align with the way you think about your business. |
- Aligned planning, budgeting and forecasting: Provide models that allow planning, budgeting and forecasting that is aligned throughout your organization.
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- Design models at the corporate, divisional, and operational levels.
- Load data from multiple structured and unstructured sources to provide a 360-degree view of enterprise data.
- Link models together to share business definitions, rules, and plans and provide cross-functional alignment up, down, and across the organization.
- Model an organization using multiple dimensions, hierarchies, members, and properties using wizards and the modeling application.
- Perform validation and error handling and apply business logic when loading data from disparate systems into PerformancePoint Server 2007.
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| Top-down and bottom-up planning helps connect people and drive accountability. |
- Flexible resource planning and allocation: Help your organization gain visibility into resource availability and allocations.
- Driver-based planning: Provide business analysts the flexibility to run multiple scenarios and models without impacting approved plans.
- Support for rolling forecasts: Your organization can automate the process, and have a better understanding of, your forecasts.
- What-if planning: Conduct sensitivity and what-if analyses and simulations to assess the impact of the changes to business drivers. Impacts can be easily traced.
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- Plan, budget, and forecast at corporate, divisional, and operational levels.
- Capture and model key business drivers, and base plans, budgets, and forecasts on these key drivers
- Data loaded from structured and unstructured sources can be used to drive plans
- Create rolling forecasts based on historical data and anticipated business conditions.
- Conduct what-if modeling and create alternative planning scenarios.
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| Process management provides you with a way to manage business rules, forms, submissions, and approvals while involving more individuals into the planning process. |
- Central storage of business logic: Manage regular business processes in one application and support these processes across the entire organization
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- Manage end-user data entry and reporting through familiar Microsoft Excel and ensure broad user participation.
- Define business process schedules, owners and distribute data forms automatically.
- Monitor and act on the status of the submission processes as part of the summarization and consolidation process.
- Define custom and standard tasks that do not require user interaction as part of a process schedule.
- Apply business rules to profitability and cash flow planning, including advanced allocation calculations and financial consolidation rules.
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| Management and statutory reporting are supported with currency conversion, intercompany eliminations and multi-tier allocations. |
- Profitability and cash flow reporting: Provides the visibility finance departments need across multiple systems to gain consistency to reconcile analyses faster and optimize their cash situation.
- Cost allocation: Allocate true costs to different groups through centralized business rules.
- Automation of management and financial reporting: Reduce the report creation time while maintaining the authenticity of the source information.
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- Apply business rules to profitability and cash flow planning, including advanced allocation calculations and financial consolidation rules.
- Support multiple currency translations, financial consolidation of partial ownerships, and management consolidation.
- Support data level annotations and consolidation history, and audit for review and analysis.
- Use the report wizard to create management reports and financial statements.
- Combine operational and financial data into single reports.
- Support Excel-based reporting for complex and parameterized reports.
- Publish formatted reports to a SharePoint portal where you can schedule delivery of information to a broad audience.
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| Monitor key business drivers and drive alignment: spans from personal performance dashboards to formal methodology-based and cascading scorecards |
- Provide visibility of corporate strategy and goals to all users.
- Deliver a more comprehensive view of performance from across structured and unstructured data sources throughout the business.
- Reflect changes in plan, budget and forecast data in real time.
- Align business activity by driving strategy and visibility across divisions and operations.
- Make scorecards a part of all activities to enable informed decision making in line with business drivers.
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- Create interactive and cascaded scorecards and dashboards with an ability to drilldown into details. (KPI’s in a hierarchy roll up their values to show summary status).
- Support scorecards from variety of data sources (SharePoint, Excel, SQL SSAS, Excel Services and relational databases).
- Enable multiple targeting -plan, budget, forecast as well as customized targets.
- Support structured as well as unstructured information tied to the scorecards and dashboards.
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| Provide rich visual context |
- Create interactive strategy maps linked to KPI data and which display KPI status.
- Provide users with rich dashboard filters to dynamically filter all report views displayed on the dashboard.
- Link individual KPIs to analytic charts and grids to analyze root causes and find driving factors.
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- Create parameterized dashboards. Views and reports can be linked to the scorecard, parameters can be passed to the scorecard, and views update with the scorecard.
- Create interactive strategy maps linked to KPI data and support clicking through strategy maps to additional reports.
- Create Web-based dynamic and interactive analytical charts and grids with capabilities like drill-to-detail, drill up/down, cross-drill, expand/collapse, and link these to the scorecards and dashboards.
- Sort, filter and rank on scorecard columns from the Web user interface (Internet Explorer).
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| Drive accountability and collaboration: Assign owners to key business metrics to drive accountability throughout the organization. |
- Assign owners for KPIs at various levels and across divisions and operations.
- Allows users to collaborate with each other through adding comments to KPIs on dashboards.
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- Assign and display owners to KPIs on scorecards.
- Store comments on a per-scorecard, per-cell, per-page filter basis from the Web user interface (Internet Explorer).
- Export scorecards, analytical grids and charts, and strategy maps to PowerPoint 2007, Excel 2007 and SQL Server Reporting Services.
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| Ease of creation and fast time to deployment. |
- Familiar Microsoft Office 2007 look and feel.
- Fast time to delivery and ease of administration
- Designed for collaboration and reuse.
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- Off-line authoring capabilities: Scorecards and dashboards can be defined in the client while being disconnected from the server.
- Design and deploy dashboards using pre-built layout templates and an intuitive drag-and-drop interface.
- Business users can create and centrally manage business logic using a wizard-driven interface with no coding and IT support.
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| Web-based analysis provides users with rich analytical functionality out of the box, minimizing help required from IT staff |
- Embed and integrate analytical views in any Web-based application.
- Navigate data easily through multidimensional slice and dice, drill-across, drill-to-detail, root-cause analysis, and centralized business-logic definitions.
- Enable guided and contextual analysis through tight integration of KPIs and analytics in the dashboard.
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- Data navigation capabilities include multidimensional slice and dice, drill down/up, cross-drill, data sort and filter, expand/collapse, show/hide, root cause analysis, and Web client for ad-hoc query and analysis.
- Analytical grids and charts support AJAX technology to provide rich user experience on the Web.
- Analytical views can be embedded and integrated in any Web-based application.
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| Predictive analytics to see trends and forecast key metrics. |
- Leverage powerful data-mining capabilities from SQL Server 2005 to forecast metrics and spot trends.
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- Support predictive analytics of scorecard data and generate predictions for the KPIs on the scorecards.
- Select number of periods and other forecasting parameters from within the dashboard.
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| Advanced data visualizations make it easy for users to understand complex information faster and discover highlights, trends and opportunities. |
- Render data visually with decomposition tree, performance map, and perspective views.
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- Advanced visualization views include decomposition tree, performance map, and perspective view.
- Decomposition tree allows quick view of the drivers of performance up/down and across the organization.
- Performance map combines elements of space, size, and color to provide a cohesive map of the business.
- Perspective views allow users to quickly analyze large amounts of data and show the relationship between two measures.
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