VI-98: Through the Looking Glass -

Getting the Most out of VPMBret Tushaus

Agenda

Why is Business Intelligence Important?

Value of a Feedback Loop

Business Intelligence Best Practices

Vision’s Performance Management Module

– Overview

– Functional Summary

– Demo

Customer Success Story

Q & A

How Do You Consume Data?

– Are adjustments made reactively or proactively?

– Do you spend time deciphering the format of reports – versus

immediately understanding the data presented?

– Is the data presented in a consistent

manner with each installment?

– Is organizational performance reviewed

in real-time or after the fact?

– Are you able to use organizational data for predictive analysis?

– Does consumption drive action that is measured?

“The key to success in life is to

make good choices”

“The key to success in business

is to make effective decisions”

Why is Business Intelligence Important?

Organizations employing strong data integration practices and using

advanced analytics are more likely to be successful.

% of companies consistently or strongly executing in these areas

Why is Business Intelligence Important?

Because, if used right, it drives

decision making that leads to

improved organizational

performance.

Value of a Feedback Loop

Evidence

Relevance

Consequence

Action

Effective

Decisions

Evidence:

Performance must be

measured, captured and

stored – the data

Relevance:

Set the context that makes

data relevant – the goal

Consequence:

Information must illuminate

one or more paths ahead

Action:

Make a decision, act on

that decision – close the

loop, measure again

BI Best Practices

– Performance data is multi-dimensional – past,

present and future

– Performance and associated decisions happen at many levels and within

different contexts throughout an organization

– Constituents need to not only understand their performance but also the

goals against which that performance is measured

– Business moves fast - decision makers need to stay ahead of potential

problems

– Everyone is busy – we do not have extra time to

makes sense of mounds of data

Vision Performance Management

Overview

Vision Performance Management

What is VPM? – Vision’s Business Intelligence stack aimed at providing

organizations with relevant, easy to consume, visual access to organizational

performance data.

Enable decision-makers to spend more time making decisions and

less time sorting through the data

Enable role-appropriate consumption of performance data

Enable goals to drive the decision making process

Enable historical and predictive analysis

Enable more real-time scrutiny, not

after-the-fact reactions

Enable effective decision making

Components of VPM

– Presentation Layer(includes authoring tools)

– Data Source(s)

Presentation Layer

Tableau Server

– Visualizes data, serves up in accessible web based format

– Provides authoring tool for easy/sophisticated creation of customer analysis

– Allows for access from within Vision, through standard browser or on

mobile devices

Displaying Dashboards in Vision

Authoring Tool

Data Sources

SQL Server Analysis Services OLAP Cubes

– Pre-calculated – no query writing or needed understand of complex database

structure

– Measures and dimensions presented in common business language

– Better performing than live database

– Not real time

– Does not contain entire Vision data set

SQL Server Database

– Real time

– Access to entire Vision data set

– Does require understanding of Vision database structure and the ability to write SQL

queries

Cubes

Dashboard SharePoint/Browser Mobile Excel

Presentation Layer

Analysis Layer

Data Warehouse Analysis Cubes

regularly recurring refresh

Transactional Data Layer

Perfo rmance Dashboards

Cubes

Configurability

Key performance indicators

Calculated measures

Multi-currency

User defined fields

Massive inclusion of available measures– Planning

– Accounts receivable aging / DSO

– CRM

– Contract Management

– Time Analysis

– Project financing

– General ledger / budgeting

Vision Performance Management

Functional Summary

Role Based Dashboards

42 predefined dashboards based on most common roles

– Executive

– Principal

– Organizational Manager

– Project Manager

– Business Development Manager

– Resource Manager

– Finance Manager

Significant flexibility in sample dashboards with filtering

Auto-filtered based on logged in user and current years

Displaying Dashboards in Vision

Interacting with Dashboards

filters

chart

KPI

drilldown

hover / exclude / sorting

exportrevert

refreshpause updates

share

remember

changes

Interacting with Dashboards

Drilldown – any hierarchy will allow for drill down

Filters – affect entire dashboards

Hover / Exclude / Sort – additional information and interactive filtering

Export – export chart to PDF, image, data

Revert – reverts dashboard to default view (will remove automatic filters)

Pause Updates – will prevent updates from happening immediately

Refresh – reloads data

Share – share link to dashboard on Tableau server

Remember My Changes – save a view (filters, drilldown, etc.); only available when using AD

security in Tableau (EA environment does not use AD security)

KPIs –Tableau “reference lines” used to represent KPIs from Vision

Desktop Tool

Ability to modify sample dashboards or create your own visualizations

Can be used as a standalone desktop tool or to create dashboards to publish to Tableau

server

We provide a template workbook for you to use as starting point

Extremely powerful visualization tool

Can provide to as many users as you would like

Allows connection to Vision transaction database via SQL statement – not just via

Analysis Cubes

Vision Performance Management

Demo

Key Takeaways…

Understand it’s not just about the technology

Set goals, establish a feedback loop

Learn how VPM can support you

Understand VPM will require some investment

Request a demo or watch live demo

Perform better by getting better at how you monitor performance

Please submit a survey for this session via the

mobile app.