Best Practice on

Business Performance Management

Who is COL?

35+ years in IT business

A member of Wharf Holdings

250+ Employees (HK, GZ & Shanghai)

Wide IT services range

Professional Services

• ERP, CRM, HRMS

• Business Performance Management / BI Solution

• IFRS/IAS for banking sector

• Industry specific System for Media & Health Insurance

• EDMS/ECM Solution

Data Centre Services

• Facilities Management

• Business Recovery / Disaster Recovery

Network Infrastructure and Hardware

• Cisco Silver Partner: Network Equipment

• EMC Velocity Partner: Disk Storage Solution

• StorageTek : Tape Storage Solution

• OCE : High Volume Printing Solution

Agenda

• What is “BPM”?

• Current business challenges that required “BPM”

• How “BPM” technology can help?

• Implementation experience sharing

• Integrated “BPM” showcase scenario

• Q&A

What is “BPM” ?

What is “BPM” ?

What is “BPM” ?

What is “BPM” ?

Business performance management (BPM) is a set of

processes that help organizations optimize their business

performance. It is a framework for organizing,

automating and analyzing business methodologies,

metrics, processes and systems that drive business

performance. (BPM Magazine, 2003)

BPM is the next generation of business intelligence (BI).

BPM helps businesses make efficient use of their

financial, human, material and other resources. (Wade,

David and Ronald Recardo, Corporate Performance

Management. Butterworth-Heinemann, 2001)

What is “BPM” ?

"BPM" is now becoming confused with

“Business Process Management", and

many are converting to the term

“Corporate Performance Management" or

“Enterprise Performance Management".

What is “BPM” ?

“Corporate performance management (CPM)

includes processes, such as strategy formulation,

budgeting and forecasting; methodologies that

drive some of the processes, such as the

balanced scorecard or value-based management;

and the metrics used to measure performance

against strategic and operational performance

goals. However, to be effective, CPM must be

supported by a suite of analytical applications

that provide the functionality to support these

processes, methodologies and metrics".

(Gartner, 1st December 2006)

Current Business Challenge

that required “BPM”

Existing Challenges

• Multiple Data Sources

• Data/Information or Report Latency

• Static Reports insufficient for Management to

speed up decision making process

• Management want Better Quality of Information

– Let them Identify the problem

– List out the opportunities

– Provide ability for forecasting, scenarios etc….

How “BPM” Technology can

help?

Typical BPM Technology Usage

Customer

info mgmt

processes

Customerhub

Variance

Reporting

Drill Down

AnalysisAd hoc

Query

Multi-Dimensional Analysis

Defined

Model

Centralized Data Mart

Operational

Model

User Presentation Function

Top

Account

KPI

Dashboard

Forecasting/

What-if

Scenario

Implementation Experience

Sharing

Overview of Implementation Stage

Solution

Delivery

System UseImplementation

PlanningEvolutionary

Development

Implementation Planning - Initiation

Common Issue:

Usually Don’t Know What the BOSS

Want!!!

Show the Readiness to adopt BPM

Information Gathering

•Senior Management Commitment

•Establishing BPM Objectives

•Formation of Project Committee

•Defined Requirement

Selecting BPM Solution

Implementation Planning – Strategy & Resource

• Reasonable Timeframe

• Costing

– Hardware, Software

– Human resources

•Key Business User

•Technical Person

• Selecting BPM Solution Strategy

– Self Develop

– Vendor Develop

– Package + Consulting

Implementation Planning – Strategy & Resource

BPM Solution

Strategy

Time Cost

Self Develop Long High

Vendor Develop Long Mid

Package +

Consulting

Medium Mid

Implementation Planning – Design (1)

ERP

CDM

IDW

Others

ETL

Meta Data

Processing DB

To-Be Data Warehouse

ROLAP

MOLAP

Operational DBs

Extract, Transform,

Load

Operational BI

Dashboards

Analytics

Excel Reports

ETL

Staging DB

Common Myth:

Data drill down as Detail as Possible

Implementation Planning – Design (2)

• Storage Sizing

– Daily/Monthly Consolidation

– Reserve for Unexpected Growth Rate

• Establish KPI

– Corporate vs Functional vs

Leadership ???

– Productivity vs Six Sigma vs Balanced

Scoredcard ???

Solution Delivery

• Data Interface & Migration

– When “New Data” meet with “Historical Data” !!!!

– Usually required Data Repack & Cleaning process

• Change Management (e.g. Additional Data Dimension)

– Detail Impact Analysis on the system performance

– Can it be done by Data Presentation Tools?

*** Data Modeling Technique ***

System Use (1)

• User Training

– Critical Process for “User” to Buy-in the system

– Suggest Project Owner/Internal User to conduct the

training

• With Business Knowledge

• Communicate in their Business Language

• Understand ad-hoc Requests & Questions

System Use (2)

• Data Security

– Line or cell level

• Special Functions

– Draft Monthly Figure Indicator

– Ad hoc Data Update

– Data Refreshing Indicator

Summary of Implementation

System Delivery

System Use System PlanningEvolution of

•Functionality

•Technology

•Organization

•Users

Integrated “BPM” Solution Showcase

Scenario

Integrated “BPM” Solution Showcase

Integrated “BPM” Solution Showcase

Integrated “BPM” Solution Showcase

Integrated “BPM” Solution Showcase

Integrated “BPM” Solution Showcase

Integrated “BPM” Solution Showcase

Integrated “BPM” Solution Showcase

Integrated “BPM” Solution Showcase

Integrated “BPM” Solution Showcase

Welcome to

Booth A

Question?

Thank You