PRODUCT DESCRIPTION
Contents
1. 22 Graphs and tables i5 Dea EEN EAE SUENE 23 dds 23 Presentation on different levels 23 Corporater Enterprise Performance Management Suite 3 0 Product Description Degree of detail neon rio een cee 23 Free navigation in the structure 23 Export of data 23 Comments and 23 Wc 23 Dialog with USetS iei e rea ae ime ra aoa ianen EE 24 Data collection and processing 24 Automatic data collection 4 24 Manual registration of data 4 24 Logging of errors ANd deviations ette tr 24 Processing rul6S ere rtr eter tent 24 III bnntatcbnan 24 Administration 24 User profiles and authorisatiOn etn nnn ttes 24 Create and delete data elements 25 How to define presentation method and contents 27 What is to be presented 27 Scorecards operational cards reports 27 31 Presentation 31 Adapting the2. Adud Tage etus Trendi Sens Trend T n o Retain Skiled Workforce uS X LL Acodent Free Workplace Li Avg LOS w me _ 12 Inodents 12 Employes Turnover im 20 Quality Control SF Growth and Development 13 Serbus Service Inaderes 13 Employee Satisfaction 12 es Sj Right the First tine 1 14 Succession Planning 5 0 150 gt Version 3 0 10 Corporater 2000 2009 Illustration scorecard page for a business area with several scorecards available LATAM tue 104 4000000 00 350000000 30000000 3 njang 102 250000000 A ae Tu 1500000 00 Rank Orgeracetion v s Status Trend 00000 00 Marden Europe Axa 10 Charestun 3 7 Version 3 0 10 Corporeter 2000 2008 GPM Tobai gt Balanced Scorecard gt Francis Increase revenue Fl Revenue FiRevene gt 44 Fi Revetue Trend Pena haji Month wi febuwy 2000 mi grl T Tappertormers against target wil bs Regional Performers we Rank Orgarizetion Sons 4500000 00 Illustration page showing details for a performance indicator KPI with external benchmarking Corporater Enterprise Performance Management Suite 3 0 Product Description CORPORATER ransformer Corporater Transformer Corporater T
3. CORPORATER EPM lt Suite 3 0 PRODUCT DESCRIPTION uu d lur L f Table of contents Table of Contents 1 What is Corporater EPM Suite 4 eene 3 Tol doro 3 What is Balanced Scorecard ener 4 The cde tege retra ener ud ease eder ar regne n Deer 5 Ovetview Of OO o faced coser toca grae peru aet ce ci cov aee anus Yee EVERY dang ee 6 EE E E E E 6 Data collection mene eene 6 Defining configuring the strategic model ssssssssmmRR 7 Visualising cre 8 0 MEC P CERE c MCI E TEN 9 Corporater EPM Suite ennemis 9 Corporater Configuration Studio administration 9 Corporater Web Configuration web application 11 Corporater TransfOrWmel Une ver va cua MERE 13 tU 14 GorDOrater 15 Corporater Action Plan 16 pipes eiae NIE C d nS aris Up 18 WHY 20 NETS interface 20 User friendliness end user 21 User friendliness 22 Language 22 Visual ccce etre
4. on the customer perspective and internal processes present and learning and growth providing results in the future or other relevant perspectives In this way the strategy can be built so it is understood by the whole organisation and all employees see how they can contribute to reaching the organisational goals Corporater Enterprise Performance Management Suite 3 0 Product Description The Corporater Solution Corporater offers a comprehensive Balanced Scorecard solution The concept is a fully integrated solution based on the latest in technology and open source standards The solution contains the following Web based personalised end user interface for visualising strategy maps scorecards key performance indicators Initiatives and management reports Aweb based configuration utility Web Configuration that allows users to create and manage their scorecards over the web An inline editing functionality that allows users to instantly edit what they see Access to this functionality could be restricted at user level Effortless building and maintenance of scorecards including presentation of goals and results through key performance indicators Automated data collection from various external sources Ability to query databases directly to extract data into the scorecard system Robust functionality for manual data collection and surveys from internal and external users Integrated tool for development and visualising of strategy and wo
5. 1 000 2 Demo Resources 197 Mertenance Actual 1 200 9 b Employee Images 197 Marhenece Actua Apr 1 2008 1 500 Actual Moy 1 2008 1 100 Search 9097 Hartenarce Aus 1 2 08 950 1228209537408 Excel Server ima 4 2009 1 56 30 Illustration Example of data mapping grid in Corporater Transformer Corporater Transformer has an easy to use graphical user interface for defining data connection rules Data can be easily loaded from spreadsheets flat files or directly from other databases The module contains Meta data and it is easy to specify connections between data sources and the scorecard database Corporater Transformer contains tools to export data from the scorecard database to a range of formats Corporater Enterprise Performance Management Suite 3 0 Product Description CORPORATER Forms Corporater Forms Corporater Forms is an integrated solution for manual data collection from internal users through web based forms The solution provides full control of manual data collection and the administrator can easily see who has not reported results for a given period E mail functionality is included in the application to enable notification to users when results are due for registration or reminders when data is missing Additionally the administrator or owner of the form can receive an overview of non respondents and contac
6. NEEEEEEN Ensure project disibveny within budgeted tine John Chew Decl 2008 31 2009 Focus end mprove quality of customer sarre John Mor 1 2008 Mscizos 60 Version 3 0 10 Copptight Comarater 2000 2009 Illustration Presentation of higher level Initiatives and tasks The Strategic Initiative module contains a filter that makes it easy to form an overview of Initiatives and their status For example they can be sorted by status person responsible date and progress Corporater Strategic Initiative contains functionality to notify deadlines milestones and changes in Initiatives or related tasks through email Corporater Enterprise Performance Management Suite 3 0 Product Description Fam came t pun not entier termi er ie mon ea meae Sonne 2 Illustration Presentation Initiatives showing both top level and subordinate organisations Initiatives Corporater Enterprise Performance Management Suite 3 0 Product Description CORPORATER 3a eporter Corporater Reporter Corporater Reporter is an integrated module for reporting where information from the scorecard can be merged and distributed throughout the organisation Separate reports that may consist of text Excel files tables and graphs can be distributed to individuals and groups Additionally the rep
7. Revenue Trent haji Month Febeusry 2000 ivi rio 27 Top performers against MD Regional Performers Rank Organisation we Trend 440000000 Ta 104 4000000 00 3500000 00 2 Baintyidge 103 9 300000000 3 gang 102 2500000 00 gt 2 1500000 00 400000 00 amp 9 gt MA LATAM Axa 10 Charieitun ay E Version 3 0 10 Comynght Corporeter 2000 2008 Illustration Details on a key performance indicator with benchmarking Corporater Enterprise Performance Management Suite 3 0 Product Description B M 4 stato 8 GPM Goba gt Balanced Scorecard gt Francis gt Increase revenue gt Fl Revenue gt Actual a 8 Actual Trent P ej month wi December vole Di 8 Time res CREME EC 1 Name Jonuary february March June August September October November December E Glohal 83 5 54 2 83 1 832 82 5 23 0 83 5 834 82 3 833 836 Le 20 13 19 22 21 20 24 20 1 9 20 Human Resources 22 1 9 21 21 2 0 15 24 19 2 1 2 0 9 21 E Sales Marketing 10 3 10 8 9 8 104 10 5 10 3 10 9 10 7 10 5 10 2 104 105 Na 4 3 4 6 4 1 2 46 42 47 44 46 43 45 4 2 LATAM 1 8 2 0 2 0 1 9 2 1 24 24 20 2 0 24 24 2 0 0 2 0 1 8 20 13 24 2 0 20 1 9 1 9 20 21 Asa 21 24 Le 21 2
8. coded The software comes with special resource files that make it possible to configure language For instance many customers have their own project names If one wishes to name the project Result management instead of Balanced Scorecard management which is standard in Corporater solutions the change can be made easily by the administrator in the Configuration Studio or by end users with appropriate access levels using Web Configuration or the Inline Editing It is important that customers can dress up the software with their own terminology It is also possible to differentiate between users based on language if desired Relevant information Through Corporater Reporter s distribution solution it is possible to distribute reports to individual users For example a report showing details concerning absence due to illness can be distributed to the Personnel Manager In addition the solution contains the best configuration of scorecard access on the market Thus it is possible to manage precisely which information is displayed for each user Input form for manual data collection It is our experience that many customers want to collect data manually in a structured and controlled way Most of our customers requirements have been taken into account in our manual data collection application Corporater Forms The form can be distributed to each person who is to deliver data and there are also routines for notification and reminders by e ma
9. for creating strategy maps Strategy maps are strategic objectives that are displayed in a cause and effect diagram This presentation form is very effective for visualising and communicating relationships between scorecards The Corporater solution contains active strategy maps with active links to the KPls In addition goal achievement is reflected in each objective Corporater Enterprise Performance Management Suite 3 0 Product Description The solution also contains functionality for weighting the KPIs and objectives Thus it is possible to aggregate results from the KPIs up to the objective level based on weighting and further from the objective level up to perspectives There is functionality for changing the order of items at all levels in the solution E g if you wish to move the user perspective to the top of the scorecard you can do it easily by using the move up move down functionality F e Wide 22 stu mr mem tose L 1C Human Resources MO Wy Rogers 77 aby henares coles eme talarced Scorecard we Proftabany 9 Our Meson Desa mai ox Configure m severe Rates 10 78 Iarmain E About ace Lrbad ic UE Bick a Temple kong binaan prev and aR as
10. groups for each KPI that restrict viewing Limitations can be set so that a user may not view a KPI at all or restrict viewing of details comments or Initiatives for a KPI It is also possible to prevent viewing at given times i e that data must be verified before they are published by the administrator Access model Corporater has a very flexible access model built into its solution The main principles are as follows following Microsoft s way of thinking concerning granting access Access to scorecards and scorecard elements is given to access groups user can belong to one or more access groups Highest access level in the groups a user belongs to determines access The access model determines both access to the administrator software and the web end user interface choose from a set of access criteria for each object scorecard strategic objectives strategic goals key performance indicators To create full access rights for all objects choose full access rights on the next higher level There are 14 possible access choices for each scorecard viewing comments Initiatives viewing outside the open time period viewing details changing layout etc E Loelqpeetes Mite adeste Lemmy ond F e ven Mri Geet Uem I 0900000 B B S eve 5 More amp S tert o un des 2 R it Illustration Configur
11. men are colour blind Presentation on different levels Data can be presented for all levels in the organisation Each scorecard can contain data from any level and visualise this Degree of detail It is up to the customer to define the degree of detail for the information that is displayed in each scorecard or when visualising performance indicators Structures can be drilled down to give details down to the desired level The customer can easily change the degree of detail as desired For example a user survey can be expanded with new questions or degree of detail can be changed from Free navigation in the structure It is possible to navigate freely between different levels in the organisation Export of data Corporater Transformer contains tools for exporting any data from the scorecard database Other tools for instance DTS which is a part of MS SQL server 2000 can also be used Data can be exported from the scorecard database in several different formats e g SPSS or Excel Users can also use cut and paste from the web Corporater Reporter contains an extended flexible and user friendly Excel download with good selection criteria Comments and explanations The indicators have separate fields for adding comments and explanations to the data In addition all indicators and threshold values can be described There are special banners in the scorecards for descriptions and comments User guide There is a user guide in Norw
12. simple for customers to set up their own terminology by updating the language table Visual presentation A set of presentation templates is a standard part of the solution These templates can be configured for each business unit or scorecard Other presentation templates can be provided if necessary Tabs Users can create tabs to segregate and present information in an easy to understand manner Corporater Enterprise Performance Management Suite 3 0 Product Description Charts Graphs and Tables Corporater Solution makes it easy to set up basic and advanced charts using the Web Configuration or the Configuration Studio Standard charts take data directly from the measures while Custom charts have the ability to use data from a table Corporater Reporter expands the reporting functionality considerably Corporater Reporter is an extensive report generator that gives greater opportunity for analysis comparison and presentation The Reporter also has a powerful method of distribution that makes it possible to distribute reports to users or groups of users and to scorecards indicators key success factors or objectives Printing On printing all reports are converted to a printer friendly format that also is adapted for black and white printing In the printout the traffic light is displayed using colours and symbols Corporater has implemented the use of symbols in the presentation of results as a consequence of the fact that 10 of all
13. the administrator chooses High integrity for a survey the response is physically separated from information about the respondent and can not be traced Additionally it is possible to limit access to answers if there are few respondents at one level e g a department with few employees If there are few respondents the responses will be included in a higher level Corporater Enterprise Performance Management Suite 3 0 Product Description CORPORATER Action Plan Corporater Strategic Initiative Corporater Strategic Initiative is a module for following up Initiatives with integrated tasks and milestones The Initiatives can be linked to scorecards perspectives strategic objectives or key performance indicators Each action plan may contain a set of activities milestones attachments responsibility progress periodical comments priority and status An action plan can be established on a higher organisational level and easily distributed or linked to departments This allows management to follow up Initiatives and activities in the departments through easily available overviews or key performance indicators directly Balanced Scorecard Periods t Moren March eJ 2 Initiative table E Nome Responstle Zutdste Status Progress Succession Planing Boe John anderson Xn12 2000 20 2009 20 Syrty Launch Sora Zoot gt 4 2008 2010 E
14. 0 19 21 21 20 19 19 zt Regars 62 2 65 4 591 587 52 0 58 6 68 4 58 7 68 7 68 1 ez Name Jemsery February March Moy Augst September October November December Revenue 83578 2 84 169 2 831336 1588 25148 225025 3539 3 133523 83427 RHI 83 286 0 936191 6 Contract 90 9 9728 1 9729 8 98405 10107 5 9841 6 9957 0 9 750 8 909 9921 7 Reenbursables 2902 4 206 0 2567 2 3590 3 36044 25040 3590 2 36045 3606 0 1405 1 25932 2021 2 s Other 13908 4 1396 8 13041 1 139472 139286 139009 40211 13 725 3 136751 11523 8 136566 14 335 5 E Saes 43 300 6 445106 4317355 431994 425147 34243889 494905 434664 434416 42555 5014 6 si 1274 8 126910 128035 12792 2 126265 129511 12514 127242 127530 12093 2 126513 127350 Actual budget dei Actual Dudget Devistion Actual Budget Deviation E GPM B36 83 4 0 2 998 2 to Acrosvstr ties 20 i t 2 4 2 1 00 Illustration Example of a drill down report with time based drill and budget deviation The individual modules CORPORATER EPM Suite 3 0 The main module of the software consists of an administration module Configuration Studio in which the Scorecard model is defined and configured In addition the main module consists of a web based graphical user interface which visualises the scorecard model for all users Corporater Configuration Studio administration The administration module is designed to allow for sev
15. NNNNND 27 Wellness Program Jobn Thome 230 208 16 2000 100 Ene dsmicals for a potentisiy reason Smith Ffebl 2008 Oec31 200 NENNEN 70 Follow a tst procedure Wien Srath Febi 2000 21 209 M Act reasonably in resting the reason as sufficient for dismiss Milan Smith Febl 2008 De 31 200 LEARNING AND GROWTH Kalayaghat domin Time and teerkory managerent Ralayaphat Udoman 30 4 2009 2009 ir cox Buyer behaviour identification Kalayaphat Uidoman feb4 2009 Oe3 2x00 76 Reduce tne to mabet kalzyaphat 2009 31 200 cox Workflow and notification Kalayaphat domain 4 200 2009 asx Training on Financist Statement Kalyyaphat Udon 2003 31 2009 30 Matching accounts t iewentory training Udoman Feba 2003 31 2009 57 Handing complaints and diffiout customers taleyaphat 2009 1 20 62 Service standards and professionalism alayaphat Udoman Feb4 2009 31 2009 a 663 Total quelty management falayeohet Udoman Feb2 2005 26 2009 sox Writing documertation Kaleyaphat Feb2 2003 Feo20 2000 55 Effective communication across tear members John Sepi 2005 31 2009 Traning on personality development to employees Chew Gecl 2008 31 200
16. Our only requirement is that the users have Internet Explorer or Netscape version 5 or higher in addition to access to Intranet or Internet and a user name and password and potentially a single sign on solution The Web Configuration contains the following functionality Create and manage scorecards perspectives objectives KPIs and other elements in the scorecard structure Create and manage Nodes Create Web Data Entry forms Manually input data User access management File management The scorecards are visualised through a personalised intuitive and well prepared user interface Corporater has put a great deal of effort into achieving optimal visualising of the scorecards and an intuitive and optimal navigation model Corporater Enterprise Performance Management Suite 3 0 Product Description To ead by example commitment that empowers the organization at every evel t 1 Ic aive for the highest levels of quality customer care and shareholder value amp 4 i Actual Taget eal Actual Targs Trend Increase revenue Customer Satisfaction i Bint 920 index 84 85 a 2 mom Cz Unresolved complants se s Prelitabdty Caistor retention F3 EBLTDA 4717 C3 Customer tum over rate 22 60 __ FA Profit 38 309 O s CA Market value 2
17. ategy maps manual and automated data collection presentation reporting and follow up of results with Initiatives The scorecards are visualised for users through the web in a personalised user interface customised for individual users or user groups Introducing Corporater Corporater is an international software company specialising in development of software for Balanced Scorecard management The company is the market leader of IT solutions and currently has over 1000 customers worldwide One of our first customers the municipality of Stavanger won the Balanced Scorecard Award in 2001 for the best practical implementation of the Balanced Scorecard methodology Corporater was established in April 2000 and is headquartered in Stavanger Norway Corporater Group has offices in India USA and Argentina It has partner represented offices in Brazil Beirut Dubai South Africa Corporater works with leading management consultancy companies with expertise in strategic management and Balanced Scorecard methodology Our software is in use in a number of major private and public enterprises Our software portfolio has been the best selling solution for Balanced Scorecard management in the European market since 2002 Corporater Enterprise Performance Management Suite 3 0 Product Description What 15 Balanced Scorecard Balanced Scorecard is the leading method for developing communicating and visualising strategy and goals for governmental and priva
18. ation Studio 5 Lond eun TU establishing access group rights ixi Users are entered into access groups and default resource start up Web screen B eere erm v 3 can be set for each user Corporater Enterprise Performance Management Suite 3 0 Product Description Market experience a tried and true solution Stable production Corporater was among the first suppliers of Balanced Scorecard solutions to private and public businesses in Norway Our first two installations were the cities of Stavanger and Sandnes municipalities and were done in 2000 Several of our customers have had our solution in production for a considerable time See our list of reference installations CORPORATER Business in Control Europe IPARK Prof Olav Hanssensvei 1 N 4068 Stavanger Norway Phone 47 0 48 15 40 00 Fax 47 0 51 87 40 71 Email sales corporater com North America 155 Federal St 10th Floor Suite 1000 Boston MA 02110 Phone 1 617 335 0942 www South America San Martin 1009 6to B CP C1004AAU Buenos Aires Argentina Phone 54 0 11 5365 4858 corporater com Asia 54 Apex Towers 2nd Main Road A Puram Chennai 600028 India Phone 91 0 44 6457 5347
19. e scorecards are presented through a personalised intuitive and thoroughly adaptable end user interface GPM Balanced Scorecard Period Mw 2009 25 8 Our Mission ur To bad by example rough cammiment that empowers the organization at every evel 4 t to for the highest levels of quality customer care and shareholder value amp 4 T j E Spa wd 1 1 1 1 Actus Target Status Trend Increase revenoe Satistaction 2 Fi Revere 83108 94204 Ct Satisfaction Index 84 85 o P Expenses _ 79500 6 Cz reeked carola 609 Profitability 6 S Caster retention _ EBLTDA Mim C3 Customer turr over rate 22 60 F4 38 aom s CA Market value e 00 09 00 re saSkedWorklore s 1t Acodent Free Workplace Avg LOS 5 70 Ortcal Incdents 9 im 20 o Quality Control Growth and Development ae Serbus Service Inodents 13 Employee Satistaction 72 85 H4 Pgh the rst bine 14 Succession Planning 150 150 Version 3 0 10 Copyright Corporater 2000 2008 Illustration Example of a scorecard for an organisational unit GPM GPM Tobai gt Balanced Scorecard gt Francis gt Incease revenue Fi Revenue 9 44 Fi
20. egian for the administrator software The user interface for end users is self explanatory and separate user documentation is unnecessary Descriptions and help texts for the indicators have been implemented throughout the program End users can easily see what is behind an indicator the basis for calculations when the last survey was conducted who is responsible for the indicators limits for the traffic light etc Corporater Enterprise Performance Management Suite 3 0 Product Description Dialog with users Users can send e mail to the owner directly from each indicator In addition all users can be given write access to comment fields Data collection and processing Automatic data collection Data collection can be performed by Corporater Transformer at fixed times using Microsoft scheduler or other similar tools Manual data entry Data can be input manually via the web interface There are separate authorisation routines for manual input of data It is also possible to input data manually in the administrator software Configuration Studio Corporater Forms makes it possible to create your own forms where users simply fill in Surveyor has powerful functions for distributing forms and reminders about unanswered forms Logging of errors and deviations Errors and deviations are logged in separate files by Corporater Transformer You can specify your own notifications and error messages which are to be reported if a run does not
21. er software gives relatively great freedom to define and build drill down paths to create a best possible drill down report The following functions are available define drill down report type time drill report budget deviation report customised report add organisations degree of detail to the report remove all or part of the basis for detailing remove rows containing zero values to make a report more readable compare KPIs in the same drill down report Configuration Studio adningdefault Enterprise Performance Management model Wen Window Layat Options BCC OCC CER mh 80 _Exterprise Performance Management xc Properts Fi Revenue Ty actual forAGG T BLU ELLO unction Top performers against t wu OOO _ About This Como Key Peformance Matrics Reports de Oy Risk assessment table chart Risk Factor 331 About Rick Management Rask Objects in Corporster 23 About this demo Sareced 2 Employee Scorecard ig 00 Customer Scorecard f Corporate Performance Dashboard albae Illustration Drill configuration The administrator can easily configure which elements are to be displayed in each scorecard i e whether elements such as graphs tables and values are to be displayed or not Corporater Reporter increa
22. eral administrators multi user and access rights are assigned to each user The administration module contains the following functionality Establishing scorecards and scorecard structure Establishing access rights Data administration updating and deleting Manual data input Establishing all data structures Corporater Enterprise Performance Management Suite 3 0 Product Description 9 Maintenance of the application Configuring and establishing key performance indicators Configuring reports Defining drill down reports Establishing internal benchmarking between departments Configuration of language and terminology Establishing dynamic goals prognoses and budgets The administration module is intuitive and easy to use for establishing and maintaining scorecards A KPI calculator which is replete with functions that make it easy for the administrator to define business rules is a central part of the solution F1 Revenue Data source onfiguration Responsible John Anderson Status algorthm First status Icon None Inherk 7 Weight 10 0 Information period Illustration Configuring a performance indicator Corporater Enterprise Performance Management Suite 3 0 Product Description Asmall selection of business rules could be for instance Rankings best or worst districts comparable districts Aggrega
23. go according to plan or there are new occurrences Alternatively this can be handled by MS SQL server s logging and notification mechanisms Processing rules Processing rules are entered and verified in an intuitive graphical user interface in the administration software which is comprehensible for non IT people From here they can easily be fetched and changed The processing rules have an online verification function Showing red on error and it is possible to run a report to see how data is treated in order to test the processing rules Surveys Corporater Surveyor is the application for conducting simple surveys For the most part this module is used by our customers to run smaller surveys quality service temperature surveys Administration User profiles and authorisation Corporater has a very good solution for access control Access is granted by access groups and the following limits can be set for each group access to view scorecards access to view only some elements of scorecards access to view official data access to view details for a KPI access to view comments and Initiatives access to create Initiatives and comments access to change visualising templates Corporater Enterprise Performance Management Suite 3 0 Product Description Create and delete data elements With Corporater Configuration Studio it is easy to create and delete elements by using the menu that is activated with the right
24. hand mouse button e g making it is possible to add a new performance indicators Name Data source Configuration Responsible Status algorithm Icon Inherit Weight Information period Period YTD enabled Inherit Period selection enabled Inherit Information Visibility Illustration Configuring a performance indicator Corporater Enterprise Performance Management Suite 3 0 Product Description You can enter processing rules via the calculator in the Configuration Studio which is replete with functions and verifies formulas automatically using colour codes 29 Calculation BOERE 95608 i Illustration Configuration Studio calculator for performance indicators with invalid formula or formula missing red verification field By using point and click you can create a formula which aggregates all the costs for Home based services E Calculation 152 Form data ip 9 260 Human Resources ig 331 Customer Illustration Configuration Studio calculator for performance indicator with valid formula green verification field Corporater Enterprise Performance Management Suite 3 0 Product Description In this example the costs consist of 3 sub categories Do the following to add a new category e g a new account for travel costs P
25. i Aiud Target eus __ Retake Sted Workdorce LL Acodent Fres Workplace 06 LL Avg LOS w w 12 Creal Inodents o im 20 s Quality Control Development 13 Serius Service Inadenes o 13 Employee Satisfaction 7122 35 Right the first tine 6 6 14 Succession Planning 15 0 1505 gt Version 3 0 10 Copytight Corporater 2000 2009 Illustration End user interface web for one of the templates showing the start up page a scorecard Adapting the presentation for Internet The solution can be adapted to present results on the Internet Corporater Enterprise Performance Management Suite 3 0 Product Description Security Security mechanisms In the current version the solution s security mechanism is based on using user ID and password to log on The password is stored in encrypted form in the database A user is granted access in accordance with which group he she is a member of A user can belong to more than one group The user s highest access level in the groups he she belongs to determines the user s total access In addition both JRUN and Tomcat can to set up so that logging on can be rerouted to an LDAP V3 server This can be configured based on user roles in the LDAP server User roles in LDAP can be mapped to the application roles in the Corporater solutions Access to restrict viewing The administrator can create access
26. il Corporater Enterprise Performance Management Suite 3 0 Product Description User friendliness Administrator We would like to emphasize the following that we believe are user friendly for the administrator Easy to model a scorecard by using menus a non IT person can easily build a scorecard Emphasis has been placed on simplicity in maintaining of structures Specification of processing rules An intuitive calculator for specifying business rules processing rules has been created The calculator is controlled by using point and click and it contains the flexibility which is necessary to define various parameters Menu The functions can be accessed from every screen by pressing the right hand mouse button Functions that are used often are easily accessible while other more specialised functions can be found by using the advanced buttons Re use After a scorecard has been created use the cut and paste functionality to copy it to other corresponding scorecards For example it is easy to make a scorecard for one school and adapt 30 copies of it for the other schools in the district The administrator can also define global indicator formulas which can be reused and need only be changed once for a whole group Active validation of formulas Formulas are validated as they are written by using colour codes The administrator can see immediately if the formula contains errors if range values are missing etc Easier u
27. ion In our experience two days of training is adequate for the administrator to be capable of configuring new scorecards and connecting the organised data In addition Corporater offers support by telephone and e mail as necessary Templates Defaults and Property Management Templates allow users to create master scorecard structures that can be used throughout the solution In a situation where there are multiple scorecards that are similar across several organizations templates offer an efficient way to create and manage scorecards Further any change made to a template reflects across the scorecard system immediately Property Management By default each object in the Corporater system has a number of properties e g Name and Description The default properties for each object can be modified to suit specific requirements Once created the object wherever used will take the settings used in the property management This is yet another way of efficiently creating and managing scorecard structures Defaults Use Defaults to define objects properties and structures that should always be present Users can then create new objects in a model based on the Defaults defined For example you may want KPIs to always include a Description and a chart Add these two objects to the KPI in Defaults and they will always be included when new KPIs are created Corporater Enterprise Performance Management Suite 3 0 Product Description Visualising Th
28. ion with establishing the navigating structure and position of information in the user interface Correct start page On start up the user is led directly to his scorecard TW Tee A wet Cori vr wen Q exe GPM 1 UIT Regens gt Dashbeards Dewhbnards a More Mach 2008 WII F tta ett OS oW Reports Torget Rahus Ted am U 9 Darten ars Revane Him ont 6 ceres 900 Poo apt ke EBITDA mim 23 2 32 Senet ction ede 84 5 Customer rate 2m 509 e Acciona Free wor piace 0 e ejm mem MD vna Send AS RM e SATEEN Boyle John Anderson An 12 2000 Mey 30 2009 m Right the fest tase 0 ar 8 Safety Lunch Seria Zoct A4 2008 Mew 15 2720 m Avg 105 63 m WeinesiPeogam John Mone 35 208 5 0000 10 Turava 14 am Sead actae S Martan 33 0508 Report d m amp muss Daily production Report Illustration The front page can be set up with personal information all access fixed forms reports and Initiatives measures activities users have access to Individualised language and terminology Nothing in the end user interface is hard
29. me g veers Proce 5 4 Leary wd Abour Phe Dec P jPefamwance R 7 7 gs 5 sf C ago retret z rt codina Nets dra Sande da 20 vant Wargo eX they MC Paste copy Fea nane type E Node ib Node 4 Deters Crete LOL E gt fh ukcet gt About Mad OL Amh t s E Atout scorecard Engkwee Scorecard HR Scorecard d E Sere trae Pie 4 2000 IIIS MENGE LONE Illustration Configuration Studio it is possible to change the order of presentation by using the move up move down functionality Key Performance Indicators KPIs For each KPI it is possible to have unlimited variants of a measure These can be displayed in the same screen This makes it possible for the customer to present variants of the KPIs and not just one value The list below shows which KPI variants our customers make use of actual actual year to date budget budget year to date forecast forecast year to date target target year to date budget deviation budget deviation year to date forecast deviation Corporater Enterprise Performance Management Suite 3 0 Product Description f
30. omer to develop and maintain their scorecard solution with a minimum of training As a result the use of external consultants is kept to a minimum Flexible and powerful solution As opposed to many of our competitors who limit your flexibility by constraining you to set dimensions Corporater Solution uses free dimensions of time organisation and business The solution scales very well and can handle more than 1000 simultaneous requests from web users per second Additionally our solution is very user friendly Totality Corporater has developed a total concept for Enterprise Performance management with extensive reporting external and internal surveys automated and manual data collection and modelling tools for visualising strategies References Our overall goal that is reflected in our Success can be summed up in two words customer satisfaction Corporater has a very satisfied customer base and our only focus is on developing the best possible software solution for Enterprise Performance Management methodologies like Balanced Scorecard Corporater Enterprise Performance Management Suite 3 0 Product Description User interface User friendliness end user Intuitive design It has not been necessary to produce a user manual for Corporater end users at any of our customer sites The product is so intuitive that users can start using the system after a short introduction Corporater has made use of professional consultants in connect
31. orater Transformer because it is especially easy to use and tightly integrated with the Corporater solution Data which has been organised especially for the customer s IT solution can be easily included by a person without IT specialisation Defining configuring the strategic model Corporater offers an administrative tool that is intuitive and easy to use for establishing and maintaining scorecards A KPI calculator which is replete with functions that make it easy for the administrator to define business rules is a central part of the solution Examples of business rules Rankings best or worst departments comparable departments Aggregated data average per day month quarter Corporater Enterprise Performance Management Suite 3 0 Product Description Real budget forecast target calculated budget forecast deviations Time periods rolling x months same period last year best period Index last registered value average for organisational unit Conditions If Then regression In contrast to other software for Balanced Scorecard the processing and presentation logic can be configured in Corporater solution by the administrator This means that the data collection and integration job is minimal The maintenance and changes to the scorecard model can be done by the administrator business owner usually a comptroller The customer can take charge of further expansion and roll out of the scorecards in their own organisat
32. orecast deviation year to date same period last year last registered value average sub divisions average per day average per month best district worst district best period rolling 12 months rolling X months calculated budget based on an activity price per produced service When the administrator defines KPIs he she can easily enter texts and descriptions for the additional categories The information texts and descriptions will also be displayed for end users on the web in order to improve their understanding of the contents of each KPI In addition the following information can be entered for each KPI Person responsible E mail address to person responsible Description Reason for emphasizing this KPI Data source Frequency of measure Description of each formula Text for each KPI variant Time period that each KPI represents e g when the last measuring was donelimits In addition to figures and text a graph can be configured for each KPI Via simple menu choices you can select type of graph and what is to be displayed in the following screen Corporater Enterprise Performance Management Suite 3 0 Product Description messa restorers re 91175 we eum aom Illustration configuration of graphs The administrator can also configure drill down drill paths Where other suppliers have a fixed drill down pattern that must be followed Corporat
33. orts may be added to scorecards perspectives key success factors or performance indicators Corporater Reporter contains separate reports that that make it possible to produce ranking lists reports on goals that have not been reached and reports allowing navigation from a key performance indicator on a higher organisational level to a performance indicator on a lower level An example can be a ranking list of all units with sick leave over X96 with an option to navigate down on each department for follow up and detailed information such as comments Initiatives and tasks in progress Corporater Reporter allows for configuration of content and layout on individual key performance indicators All reporting options in Corporater Reporter are made available Morty Target Guarter te dete Target YTD Target 200805 50 4247 hasini 120 4194 1180174 120 4108 118 0174 dsaaacc trousand 2836 6 24800 05328 0 436 8 hoard 96823 Housed 0488 3 3193 Pousans 317 0112 1 0427 0022 Pousand 10437 Illustration Example of a from Corporater Reporter Designer Corporater Enterprise Performance Management Suite 3 0 Product Description Fle Edt View Document Took Window Heb x amp B eje 10 gt n 2 cmm cnp m Illustration E
34. pdating of major structures The administrator can make global changes to some global functions which will have effect on all the scorecards in the organisational hierarchy For example a new period can be opened for viewing on all scorecards at the same time This applies to form of presentation access models control of formula logic access control creation of forms distribution of forms etc Scorecard appearance The administrator can control the order in which elements appear on the scorecards Thus it is easy to arrange the order of perspectives indicators details place of work etc Configuration of elements of information and layout The administrator can easily configure the contents and layout of each performance indicator Control over manual data collection It is easy for the administrator to view the status of manual data collection by using reports in Corporater Forms In addition the administrator can use the software to send automatic or manual reminders about missing data registration via e mail Language The software uses English as the standard language in the end user interface The administrator can change the language for each user if another language is preferred All texts in the user interface can also be changed by the administrator so that customers can use their own terminology For instance some customers use the term Measure instead of KPI which is standard in the solutions from Corporater It is
35. presentation for Internet 31 SIT e st 32 Sec rity mechanisms srna ucraniana ee eet ar Re Taere a a a ESE 32 Access to restrict viewing mnn 32 IAGCOSS MODS sai E 32 Market experience a tried and true solution 32 Stable production 33 Corporater Enterprise Performance Management Suite 3 0 Product Description Product description Corporater EPM Suite What is Corporater EPM Suite Corporater EPM Suite is the most commonly used IT tool for Balanced Scorecard management worldwide The software is an extremely user friendly standardised solution with extensive and powerful functionality The software is reasonable to purchase implement and maintain The Corporater software is developed making customisation of program code for each customer unnecessary All aspects of the solution can be configured by the customer s administrator without the need for customisations Without help from external consultants Corporater customers develop and maintain their own scorecards Our customers have been and still are involved in our software development process Focusing on our customers needs has helped us develop robust functional easy to maintain and user friendly software Corporater EPM Suite is a standardised software solution for Balanced Scorecard management The solution contains modules for strategy development building str
36. ransformer is a user friendly ETL extracting transforming and loading module optimised for loading data into the Corporater Solution database The solution has automated data collection and can be scheduled to run at predefined times Transformer has specialised objects that simplify data transformation and data connection The tool is designed for users without IT specialisation transformert desier dew Options ssa en imB Trane X Transformer design c PM Excel souse manele Excel Node taget 3 83 Meurcty Excel seuns Compote Sytem Aggregutioe i pescrpbon DB S i Reports Meta data 5 Samgle data 24 0 Warnings 0 Errors 0 Node Type Vn p 195 Production Actual 31 2008 1 500 io Gs Documents 195 Production O Atua 1 2008 2 000 1 Production Actual 1 208 4 000 welress program p 1 Production Actual Ape 1 2008 2 500 leve polcy pdf 1 Production O Actual May 1 2003 2 800 Proft amp Loss statement 2008 6 195 Production Atual 1 2008 3 500 197 Hartenaren Actual Jan 1 2008 900 L msgs 197 Maitenarce Actual Ffebi 2008
37. ress the right hand mouse button and a new account appears Lays Options p OG nex 9 100 Frons 9 69 102 Comat 9 99 114 Donee in m 9 115 a 10 pater 9 104 Other 4 105 Oper erg v 12 Unds sod amp 99 127 143 Process 9 149106 9 163 MISC amp 108 Tetap HO Form 99 0 brea Seu gt Illustration Configuration Studio creation of degree of detail new node How to define presentation method and contents Whatis to be presented whom Using which layout What is to be presented Scorecards operational cards reports The administrator can freely define the contents of scorecards The Corporater solution allows more than one scorecard per organisation Customers usually make use of this functionality to define monthly reports that show the strategic Scorecards while more operational scorecards containing higher frequency data are specified in weekly reports Structure It is up to the administrator to define the contents of each scorecard There are no software limitations to the number of perspectives strategic objectives performance indicators or details for each performance indicator The solution also contains functionality
38. rk processes Extensive functionality for reporting results as well as distribution and publication of reports Corporater EPM Suite is a software solution based on modules in which the customer selects functionality based on requirements The following are the modules Enterprise Performance Management Main Module Risk Manager Module Integrated risk management Reporter Module Creation and distribution of reports Strategic Initiative Module Follow up of results with Initiatives and tasks Portal Module Creation of customized performance management portals Transformer Module Automated data extraction transformation and loading tool Forms Module Data collection from internal users Surveyor Web based surveys Corporater Enterprise Performance Management Suite 3 0 Product Description Product Overview CORPORATER EPM Suite 3 0 Illustration Graphical illustration of the different modules of Corporater EPM Suite The individual functions Data collection Corporater offers a wholly automated and closely integrated solution for data collection The solution has a user friendly graphical interface for defining rules for including data Data can easily be retrieved from spreadsheets flat files or by direct access to databases The Transformer module has access to model data Meta data and it is easy to establish connections with data sources Even though most of our customers have other ETL tools they prefer Corp
39. ses the ability to configure even further E g the administrator can configure benchmarking reports rankings a generous selection of graphs and tables links to other pages documents scorecards etc Corporater Enterprise Performance Management Suite 3 0 Product Description For whom Corporater has an effective access control model which allows the administrator to decide who may see what Each user can select his own standard start up page if he has access to more than one scorecard Presentation form The administrator can choose from a standard set of presentation templates for each scorecard Users can set up their own graphical user interface and navigation paths from this interface in a similar way to using MS PowerPoint Operational Scorecard Departmental Scorecard jEmoloyee Scorecard Performance Dashboard To lead by exarmp e rough a commitment that empowers fe organization at every vel 4 1 ote Vor the highest levels of quality customer care and shareholder value amp 1 i Actual Taget Status Trend Actual Target Status Trend increase revenue Q Fi Revena Bint Ch Satisfaction Index 84 85 FZ Expenses mone 79504 CE Urresobedcomplents _ se Pr litabiity i retention _ x EBLITDA o 47 4 Custorres turm over rate 22 FA Prot 38 sm t CA Markat valo 2 S X Aud Tage Sw Trend
40. t the respondents to ensure that forms are responded to in time dete 2000 12 00 AM The is intended to collect feedback in wholesome manner from personnel concerned Inspired by the degree feedback model the survey Supeevisors and those who work under thar Tha survey measures the employee on the of Pursonal Sells with other departhianks Th survey is part of annual For al permanent and salt of ud Knowledge of the customer Puer gt 3 Knowledge of the product fox Have to improve 5 What behaviours were demanstrated against each competency helps employees rate themeortves ther aout the company and industry functional capabilities and E RE 1 1 VD gt chr eer deo erre meri deer tended peret eerie rere detnr tiia Illustration Example of a simple survey from Corporater Surveyor Corporater Forms ensures that reporting of manual data is done in an easy and user friendly manner The solution ensures that the quality of reported data is as high as possible and at the same time eliminates errors based on incomplete reporting Kaplan amp Norton claim that 50 6096 of all performance indicators in typical scorecard projects are based on manual data collection Corporater Forms is ideal for collection of data unavailable through automated data collec
41. te organisations This concept was developed by Dr Robert S Kaplan and Dr David P Norton after considerable studies of management processes in large American and European organisations Over the past 10 years Balanced Scorecard has helped thousands of organisations move from accounting based management to a management process founded on a knowledge based strategy where all employees work towards mutual organisational goals Studies by Kaplan and Norton show great differences between organisations that use Balanced Scorecard and those that use other management principals Some differences are Impact of Measurement Systems on the Alignment and Balanced Measurement Non Balanced Awareness of Organizations Companies Measurement Companies Agreement among senior management on strategy 90 96 47 96 Good cooperation and teamwork among management 85 96 38 96 Open sharing and communication 71 96 30 96 Effective communication of strategy 60 8 96 High levels of self monitoring by employees 42 96 16 96 Source Kaplan and Norton The Strategy Focused Organization Harvard Business School Press 2001 The core of Balanced Scorecard is that in order to improve something you must measure it The method helps organisations focus on the most important performance indicators Goals are grouped by strategic objectives under different perspectives In addition to measuring the financial perspective history the goals are balanced with indicators
42. ted data average per day month quarter Real budget prognosis target calculated budget prognosis deviations Time periods rolling x months same period last year best period Index last registered value average for organisational unit Conditions If Then regression It is recommended that core data be loaded into the Corporater Solution database By using the KPI calculator processing and presentation logic can be defined by the administrator Using core data gives advantages when changing data structure organizational structure or strategy and makes data collection and integration considerably easier Corporater differs from competitors who implement pre calculated KPIs that do not give the same advantages as Corporater solution One such advantage is Corporater powerful option for drill down reports showing cause and effect in a clear and detailed manner Corporater recommends two days of training for administrators After basic training the administrators are capable of configuring new scorecards and connecting newly organised data Our customers have been able to take charge of further expansion and roll out of scorecards and take care of operating the solution on their own Corporater Configuration Studio administration The access to the web application is as simple as logging into the web interface There is no need for any locally installed software on the individual computer such as Applets Cookies Java beans etc
43. tion such as periodic production data Corporater Enterprise Performance Management Suite 3 0 Product Description CORPORATER 35 urveyor Corporater Surveyor Corporater Surveyor is an integrated module for web based surveys The surveys can be administered internally in the organisation or externally to customers vendors or others Data from surveys make up an increasing part of the scorecards and this module ensures efficient and inexpensive distribution and gathering of data A separate e mail server is built into the application to distribute invitations to participate in the surveys Automated presentation of a survey to a web site is also possible GPM 1 What were the major challenges that made you look for performance manegement solution like GPH 2 Phease rate your overall experience with GPH femen Cat we use this feedback in our marketing activities 4 Other comments f any Page ort eS Verson 3 0 0 Corporater 2000 2009 Illustration Example of a simple survey from Corporater Surveyor The solution is designed for surveys of customers quality service and market temperature Immediately after the respondent clicks on Send form the responses are displayed in the scorecard database and the information is available for analysis and reporting Corporater Surveyor has functionality which allows respondents to be anonymous If
44. xample of a report from Corporater Reporter published to Web It is flexible and easy to distribute reports from third party solutions Excel and other reporting tools with the use of Corporater Reporter s distribution mechanisms Corporater Solution has options for configuring graphs line and bar graphs and tables Reporting functionality is considerably expanded with Corporater Reporter Corporater Reporter is a comprehensive reporting tool that expands the possibilities for analysis comparison and presentation In addition Corporater Reporter has a powerful solution for distribution of reports to users or groups of users and to scorecards key success factors and performance indicators and perspectives Corporater Enterprise Performance Management Suite 3 0 Product Description Why Corporater EPM Suite Corporater vision is Business in control Contrary to many other scorecard vendors all business rules and presentation logic are configured by the administrator This implies that all data collection integration and maintenance require minimal effort Low purchase implementation and maintenance costs Corporater EPM Suite is a standardised solution that does not require customisation or adaptation to individual customer needs This keeps purchase implementation and maintenance costs to a minimum Ready to use application ready for configuration of strategic model Our key success factor is a solution that enables the cust
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