www.qpr.com

QPR ScoreCardQPR Software Plc

through TranZen Inc.viet.tran@tranzen.ca

www.qpr.com

Why Executing the strategy with

Balanced ScoreCard gives Tremendous

results?• ”90% of organizations fail to execute their strategies.”

• ”95% of the typical workforce don’t understand their organization's strategy.”

• 70% of organizations do not link middle management incentives to strategy

(Dr.David P. Norton, 2002)

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Link vision to measures

VISION

STRATEGY

CRITICALSUCCESSFACTORS

INDIVIDUAL MEASURES

Where is the organization going?

How do we get there?

What do we have to do well?

How do we measurethat it goes well?

Vision targets

Overalltargets

Strategictargets

Operativetargets

Action Plan, Comments

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Balance the perspectives

FinancialIf we succeed financially,

how will we look to our owners?

CustomerTo achieve the vision,how must we look to

our customers?

ProcessTo satisfy our

customers, in which processes should we excel?

DevelopmentTo achieve our vision, how can we

secure that our performance is continuously improved?

EmployeesTo achieve our vision, how can we

ensure that our employees are continuously developed and being

positive?

Yesterday

Today

Tomorrow

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The benefits of Balanced ScoreCard (1)

• Implements strategy– Strategy becomes part of every day actions– Strategy becomes the property of every employee

• Communicates targets– Increases efficiency by clarifying targets– Increases motivation (when connected to bonus system)– Increases commitment - if you don't understand, you can't

be committed

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The benefits of Balanced ScoreCard (2)

• Target-setting is done from every perspective – Balanced follow-up on performance– Enables quick reaction to changes

• Identifies business drivers– Moves the focus from financial figures to those figures that

really guide the business– Management focus is transferred from has-been-done

management to will-be-done management

• Enables fast reaction to changes

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QPR ScoreCard is used to...

PLAN – form a winning strategy and align objectives with the strategy

IMPLEMENT – Implement the Balanced ScoreCard methodology efficiently

COMMUNICATE – Communicate the strategy and targets effectively to all employees

COMMIT PEOPLE – People align their own activities with the strategy and achieve better results

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Benefits from Day One

• ”I can save time, save money, and make money from the very beginning.”– Low level of IT support needed– Easy to learn, develop and utilize– Scorecards are instantly visible in the

web– Effective goal deployment from the very

beginning

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High Return on Investment• ”QPR ScoreCard works - I can make money

with it!”– Payback time less than a year– ROI 133% / year– Remarkable time-savings Top management decision-making process

becomes more efficient(Ben Patterson, Unisys)

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Commit People on Organizational

Targets• Efficient web deployment with interactive user interface

• Personalized content with QPR Portal

• Integrate the system into everyday tasks and operations

• ”Push” information via e-mail

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10.000+ users in 500+ organizations

• Unisys• American Red Cross• Finnair• Fortum• HEX• DST Systems• Electrolux• RAG INFORMATIK

GmbH• Spenncon AS• BAX Global• I.D.C. Holding

• Swisscom• Astra Zeneca• Arla Foods• Stora Enso• Grafobal• Spinea• Celero Support• NCC• SCC Viatek• US Marine Corp.• The Finnish Defence

Forces

4th Q 2002, UNDP announced the implementation of QPR BSC for over 100 offices worldwide

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Collaborative Management Software Committing People to Objectives

QPR ScoreCard 7.2 Introduction

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QPR ScoreCard Collaborative Management Software Committing

People to Objectives

QPR ScoreCard

Create Strategy Awareness

Create Strategy Awareness

Integrate Performance

Management to Your Organization

Integrate Performance

Management to Your Organization

Commit People to Objectives

Commit People to Objectives

Execute StrategyExecute StrategyMonitor, Analyze &

Benchmark Performance

Monitor, Analyze & Benchmark

Performance

Performance mgmt Web Portal Strategy Maps Strategy documents

Design & Communication of Management Processes Links to documents & applications

Cascading Scorecards Warnings and E-mail alerts Personal Scorecards

Data visualization & trends Consolidation & Drill-Down Briefing Booklets Reports

Clear, quantitative target setting Personalization of BSC information Interactive feedback & action planning

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Collaborative Management Software

Collaborative Management (QPR 7)

Corporate Performance Management (CPM)

QPR Collaboration

Portal

QPR Collaboration

Portal

QPR ScoreCard Performance Management

QPR ScoreCard Performance Management

QPR ProcessGuid

e ProcessManagement

QPR ProcessGuid

e ProcessManagement

ABCABCWorkflowautomatio

n

Workflowautomatio

n

BudgetingBudgetingCRMCRM ReportingReporting

ERPERP Legacy systemsLegacy systems

Integration

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QPR 7 is the leading Collaborative Management

Software

Data

Information

Knowledge

Insight

Action

Distributed data gathering, Integration

Focused feedback, shared Best Practises, risk identification

Measures, documentation, detailed process maps

Strategy maps, process maps, Briefing Booklets, personalized informations

Focused feedback,shared Best Practises, aligned actions, alerts

QPR 7 supports:Management based on:

Collection

Structuring

Communication

Collaboration

Decision

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Benefits of QPR 7

• Interactive - Commit People to Objectives – Strategy-driven action– Set targets and achieve them– Communicate through action planning and commenting

• Efficient - Get results fast– Easy and quick modeling of scorecards– Visual and clear presentation– Up-to-date information delivery on the web– Email alerts for quick reaction time

• Flexible – Meets Your Needs– Customizable terminology and graphical symbols– Scalable from standalone to corporate level

balanced scorecard application• Cost Effective – Enjoy Low TCO and Fast ROI

– Less reporting, better information– Automatic updates from variety of data sources– Spend less time in measuring and more time in analyzing

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Deploying QPR ScoreCardBSC Developer BSC Owner Interest Group

/ Stakeholder

Create strategy maps Create scorecards Define measures Set up consolidations Manage Users rights

View and analyze Update values Create comments Create action plans Upload Documents

Review performance Analyze strategy Create action plans See strategy in action

QPR ScoreCard D-Client QPR Collaboration Portal QPR Collaboration Portal

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Managing the whole Organization

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Web based Management Portal

All Strategy and Process knowledge delivered through one easy to use Web Portal

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Communicate Strategy with Web Enabled

Strategy Maps

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Consolidated information with drill-down

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Set Clear Targets, Follow-up with action planning and commenting

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Powerful Personalization of Portal

• Public bookmarks

• Personal home and default pages

• My Responsibilities

• Customizable analysis view

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Web-based Discussion & Action Planning with File

Attachments• True intercative feedback channel!

• Give comments, analyse performance, create and assign action plans.

• Break down action plans to tasks. Attach project plans to your action plans.

• Gather & distribute best practise lessons

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Web-enabled Briefing Booklets (1)

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Web-enabled Briefing Booklets (2)

Creating a booklet:1. Browse and "shop" for the desired content

(Add to Basket)2. Create booklet and pages3. Place content from basket on pages4. Publish booklet

Reading a booklet :1. Open booklet notifications email and click on

link2. Turn page

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Fast Reaction with Email Alerts

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QPR Portal: My Measures

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Fully customizable measurement system

What to What to measure?measure?

How to How to measure?measure?

How often?How often?

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Automated and scheduled measure updates

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Cascade Scorecards to Entire Organization

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Risk Management• Risk identification

• Risk classification

• Impact assesment

• Risk mitigation

• Risk mgmt documentation

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Detect Exceptional Performance with

Warnings

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Fully customizable measurement system

What to measure?

How to measure?

How often?

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Accelerate implementation using Measure Library

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Online Resource Centre and User Community usernet.qpr.com

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QPR Collaboration Portal

DB(SQL, Oracle, …)

QPR Application Server / Web

Application Server

QPR SC Development Client

QPR Collaboration Portal

ERP

CRM

SCM

Documents

Corporate Network

Inter-/Intra-/Extranet

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QPR ScoreCard - Integration

• User Interface Integration– Linked Reports (e.g. Crystal Reports, Business Objects etc.)– Linked documents (e.g. MS Office)– PIM Applications (e.g. Lotus Notes, MS Outlook)– Portals (e.g. Corporate Intranets)

• Data Integration– Data imports from ERP-, CRM-, Financial Systems

(e.g. SAP, Siebel, Peoplesoft etc.)– Cross application reporting

(e.g. Crystal Reports, Business Objects etc.)

• User Management Integration– LDAP / Windows NT / Active directory Integration

• QPR API (Application Programming Interface)

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Why QPR ScoreCard ?

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BSC Software Classification (source: Gartner Group)Corporate Performance

Management Suites

Balanced Scorecard Applications

Business Intelligence Tools

Scope of implementation Degree of

integration

Required IT Support / Skills Required Customisation

Broad

Focused

Low High

Low(Analytical)

Full Integration(Closed Loop)

QPR ScoreCard

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What do I get?The Key Benefits of QPR ScoreCard

Communicate Targets Effectively

Short Time-to-benefits

SAP Hyperion

PBViews

QPR ScoreCard

MS Office

Oracle

• Efficient web deployment

• Personalized information

• Customizable to customer needs

• ”Push” information with e-mail alerts

• Low IT overhead

• Fast building of scorecards

• Easy-to-use

• Automatic web delivery

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How does it work?The Key Features of QPR ScoreCard

Scalability

Ease of Use

SAP

Hyperion

PBViews

QPR ScoreCard

MS OfficeOracle

• Scales down to standalone usage

• Scales up to corporate wide usage

• Large amount of users, large models

• Available as ASP

• ”MS Office”-style clients

• Intuitive web interface

• Easy to install

• Personalized information in the web

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Does it work (in the future too)?

Vendor and TechnologyVendor Commitment

Open, independent application

SAP

Hyperion

PBViews

QPR ScoreCard

MS OfficeOracle

• Big enough (QPR has a good size)

• Small enough (to be flexible and agile)

• Right product mix (important one, but not the last straw)

• ”Windows – independent” technology

• Any major web browser

• Any major web server

• Any major database

• Integrate seamlessly to corporate intranet

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How much does it cost?Financial Justification

Low Total Cost of Ownership

High Return on Investment

SAP

Hyperion

PBViews

QPR ScoreCard

MS Office

Oracle

• Fast implementation

• No IT maintenance work

• License cost is a small fraction of TCO

• Direct financial savings in data gathering and reporting

• The benefits of BSC

• Committed people make huge impact on business success

www.qpr.com

User Types• Utilizers

– DECISION MAKERS ARE IN THIS CATEGORY!– Web Client

• Developers– Model builders– DClient

• IT Administrators– Install and administrate the system

Share of users by type

UtilizersDevelopersIT-Admin

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Why Executing the strategy with

Balanced ScoreCard gives Tremendous

results?• ”90% of organizations fail to execute their strategies.”

• ”95% of the typical workforce don’t understand their organization's strategy.”

• 70% of organizations do not link middle management incentives to strategy

(Dr.David P. Norton, 2002)