Chrysalis Clearview –  An introduction to the Strategy and Performance Suite
Business context <ul><ul><li>Most organisations have a  </li></ul></ul><ul><ul><ul><li>variety of stakeholders requiring a...
Business Context Organisational Pressures Inspection - SNI
Business Context <ul><li>This complexity has a number of drawbacks, such as: </li></ul><ul><ul><li>Few people have a clear...
Business Context  <ul><ul><li>It is difficult to establish the overall progress towards achieving all of the plans and ini...
Overview Thinking beyond success people, process & performance We want to be recognised for delivering  measurable  busine...
Overview <ul><li>As a Senior Executive or a Performance Manager, you may be struggling to find a way to:  </li></ul><ul><l...
Clearview gives you a single connected plan <ul><li>This means is you can easily :  </li></ul><ul><li>work out what needs ...
Strategy Module Helping to clarify and improve your business processes creating an agile and capable organisation This mod...
Strategy Module <ul><li>This module enables you to: </li></ul><ul><li>Capture the mission, vision and values; </li></ul><u...
Strategy Module A straight-forward approach to considering  all  change  management issues <ul><li>Cascade each corporate ...
Strategy Module Illustrations
Strategy Module Illustrations
Project Module <ul><li>This module enables you </li></ul><ul><li>Track progress of all employees delivering corporate proj...
Project Module <ul><li>Drive annual efficiencies and value for money initiatives from your projects and plans; </li></ul><...
Project Module Illustrations
Project Module Illustrations
Risk Module <ul><li>This module enables you to : </li></ul><ul><li>Populate a comprehensive risk database containing both ...
Risk Module <ul><li>Clarify, streamline and embed risk management and monitoring; </li></ul><ul><li>Evaluate risk exposure...
Risk Module Illustrations
Risk Module Illustrations
Service Excellence Module  <ul><li>This module enables you to : </li></ul><ul><li>Integrate your inspection preparation an...
Service Excellence Module  <ul><li>Address gaps in performance, linking to new improvement plans in a systematic way, to d...
Service Excellence Module Illustration
Service Excellence Module Illustration
Balanced Scorecard : Thinking beyond success people, process & performance delivering measurable business results <ul><li>...
Balanced Scorecard <ul><li>View perspectives for: </li></ul><ul><ul><li>Internal business; </li></ul></ul><ul><ul><li>Fina...
Balanced Scorecard Illustration
Balanced Scorecard Illustration
Chrysalis Performance Limited Hawthorns Foredraught  Lane, Tibberton Droitwich WR9 7NH 07708 253532 [email_address]
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Chrysalis Cleariew Introductory V3

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Chrysalis Cleariew Introductory V3

  1. 1. Chrysalis Clearview – An introduction to the Strategy and Performance Suite
  2. 2. Business context <ul><ul><li>Most organisations have a </li></ul></ul><ul><ul><ul><li>variety of stakeholders requiring a range of services and a wealth of information on their management, customers, finances and performance. </li></ul></ul></ul><ul><ul><ul><li>large number of plans and initiatives in place to meet these requirements. </li></ul></ul></ul><ul><ul><li>Traditionally such plans are managed through a variety of tools such as: </li></ul></ul><ul><ul><ul><li>spreadsheets, documents and project management tools to handle more complex initiatives. </li></ul></ul></ul>We grow your business and help improve your bottom line results
  3. 3. Business Context Organisational Pressures Inspection - SNI
  4. 4. Business Context <ul><li>This complexity has a number of drawbacks, such as: </li></ul><ul><ul><li>Few people have a clear picture about how they contribute to achieving the organisation’s objectives (leading to a broken “golden thread”); </li></ul></ul><ul><ul><li>Information is sometimes entered multiple times in many different plans because there are no links built in to the system; </li></ul></ul><ul><ul><li>There may be omissions or duplication in planning and reporting; </li></ul></ul><ul><ul><li>There is no consolidated view available of all of the change activity within the organisation; </li></ul></ul>We grow your business and help improve your bottom line results
  5. 5. Business Context <ul><ul><li>It is difficult to establish the overall progress towards achieving all of the plans and initiatives; </li></ul></ul><ul><ul><li>There is little visibility of overall resourcing requirements and the relative priorities of the jobs to be done; </li></ul></ul><ul><ul><li>Simple questions aren’t asked because it takes too long to answer them; </li></ul></ul><ul><ul><li>Confidence is lost in the information being reported; and </li></ul></ul><ul><ul><li>Poor information may lead to poor decision making </li></ul></ul>Thinking beyond success people, process & performance
  6. 6. Overview Thinking beyond success people, process & performance We want to be recognised for delivering measurable business results – that’s the only way we and our clients can be satisfied that we are delivering value For us, this is our trademark <ul><li>The Strategy and Performance Suite is designed specifically to enable organisations to manage their strategy, planning and performance </li></ul><ul><li>The software provides a natural integration between strategies, projects, plans, Key Performance Indicators (KPIs), risks and Service excellence criteria so that information only needs to be entered once, and is then cascaded throughout the system . </li></ul>
  7. 7. Overview <ul><li>As a Senior Executive or a Performance Manager, you may be struggling to find a way to: </li></ul><ul><li>Pull all your plans and initiatives together </li></ul><ul><li>Ensure a solid linkage between your strategic business planning and your operational activities </li></ul><ul><li>See a view of just how well your plans are progressing </li></ul><ul><li>Be able to show evidence of the 'Golden-thread' running through your organisation </li></ul><ul><li>Have more effective control over your resource planning </li></ul><ul><li>Reduce the effort involved in collating and presenting effective performance information </li></ul><ul><li>Ideally you would probably like to have a single view of your organisation’s strategic and performance framework, linking all your plans and initiatives </li></ul>We work with you to tackle key issues which are holding the business back A flexible, results-oriented approach
  8. 8. Clearview gives you a single connected plan <ul><li>This means is you can easily : </li></ul><ul><li>work out what needs to be achieved at each level of your organisation </li></ul><ul><li>align it with your operational activity. </li></ul><ul><li>This ensures that what your teams actually deliver is not only effective and efficient but also has the ultimate outcomes that you want. </li></ul>
  9. 9. Strategy Module Helping to clarify and improve your business processes creating an agile and capable organisation This module captures, clarifies and cascades the organisation’s corporate strategy..
  10. 10. Strategy Module <ul><li>This module enables you to: </li></ul><ul><li>Capture the mission, vision and values; </li></ul><ul><li>Set long term objectives; </li></ul><ul><li>Document and consider the external environment analysis (STEP) and the internal analysis (SWOT); </li></ul><ul><li>Shape purpose and set goals with reference to the objectives, the SWOT analysis and the STEP analysis; </li></ul><ul><li>Prioritise these corporate goals by looking at their added value to the business; </li></ul><ul><li>Allocate each corporate goal to an organisation or business unit; </li></ul>From ingenuity to implement-ation
  11. 11. Strategy Module A straight-forward approach to considering all change management issues <ul><li>Cascade each corporate goal into inter-related corporate projects, activity plans, milestones, risks and Key Performance Indicators, which can be viewed in Gantt charts for review and action; </li></ul><ul><li>Ensure your entire management team understands and buys in to the strategic planning process, providing motivation and empowerment; </li></ul><ul><li>Eliminate inefficiencies and confusion from poor communication; </li></ul><ul><li>Deliver the 'Golden Thread' approach to strategic cascade; and </li></ul><ul><li>Ensure your performance management framework is focussed around the delivery of your corporate business plan. </li></ul>
  12. 12. Strategy Module Illustrations
  13. 13. Strategy Module Illustrations
  14. 14. Project Module <ul><li>This module enables you </li></ul><ul><li>Track progress of all employees delivering corporate projects and service plans; </li></ul><ul><li>Easily allows people to update tasks and add comments on progress; </li></ul><ul><li>Analyse resource utilisation for staff members, to identify over-commitment and timing issues; </li></ul><ul><li>Show project-by-project progress in a Gantt chart to give instant appreciation of project delivery issues and conflicts at an early stage; </li></ul><ul><li>Streamline project management, reducing the time and effort involved in project planning; </li></ul><ul><li>Deliver continuous improvement by linking to relevant Service excellence outcomes </li></ul>Strategic Partners with Clearview Systems Limited
  15. 15. Project Module <ul><li>Drive annual efficiencies and value for money initiatives from your projects and plans; </li></ul><ul><li>Report on quality standards such as Investors in People and the Customer Service Excellence Award; </li></ul><ul><li>Evidence project progress and outcomes by linking to documents stored electronically; providing a vital evidential tool to use during an inspection; </li></ul><ul><li>Develop project budgets and cascade them into your annual budget process; and </li></ul><ul><li>Link your corporate objectives to the day-to-day activities of your staff, building and maintaining the organisation’s golden thread. </li></ul>Where Ingenuity meets Delivery
  16. 16. Project Module Illustrations
  17. 17. Project Module Illustrations
  18. 18. Risk Module <ul><li>This module enables you to : </li></ul><ul><li>Populate a comprehensive risk database containing both strategic and operational risks; </li></ul><ul><li>Automate the production of risk matrices, analysing raw, current and residual risk; </li></ul><ul><li>Allocate risks and risk controls by organisation, department and manager; </li></ul><ul><li>Generate comprehensive risk mapping and reports for each manager, department and the organisation as a whole; </li></ul><ul><li>Analyse and report on risks in a number of ways including the sources of risks, the causes of risks, the types of risk, and the levels of risks; </li></ul>Insight not Hindsight
  19. 19. Risk Module <ul><li>Clarify, streamline and embed risk management and monitoring; </li></ul><ul><li>Evaluate risk exposure for the organisation in financial terms; </li></ul><ul><li>Provide information to management to mitigate risk and plan for business continuity; </li></ul><ul><li>Monitor and manage risk controls and, via the Project module, manage the actions required to ensure the identified risk controls are in place; </li></ul><ul><li>Link all corporate risks to a specific corporate goal, controlling and mitigating risks so that they do not prejudice the delivery of the organisation’s corporate objectives; and </li></ul><ul><li>Monitor key risk performance indicators using the risk scorecard. </li></ul>Powerful advice – simple solutions
  20. 20. Risk Module Illustrations
  21. 21. Risk Module Illustrations
  22. 22. Service Excellence Module <ul><li>This module enables you to : </li></ul><ul><li>Integrate your inspection preparation and compliance seamlessly with your planning and performance framework, enabling you to develop a single plan for your organisation; </li></ul><ul><li>Manage and deliver service excellence, with comprehensive tracking of all agreed outcomes; </li></ul><ul><li>Score your progress towards excellence for each agreed outcome; </li></ul><ul><li>Match corporate projects and action plans to agreed outcomes, to demonstrate how you are moving towards an excellent performance, and where performance gaps remain; </li></ul>From drawing board to benefit realisation
  23. 23. Service Excellence Module <ul><li>Address gaps in performance, linking to new improvement plans in a systematic way, to demonstrate self awareness and a strong continuous improvement methodology to inspectors; </li></ul><ul><li>Prioritise tasks in preparation for the inspection process; </li></ul><ul><li>Link to documentary evidence; and </li></ul><ul><li>Develop new service excellence standards tailored to your organisation’s requirements. </li></ul>Strategic Partners with Clearview Limited
  24. 24. Service Excellence Module Illustration
  25. 25. Service Excellence Module Illustration
  26. 26. Balanced Scorecard : Thinking beyond success people, process & performance delivering measurable business results <ul><li>This module enables you to: </li></ul><ul><li>Monitor and manage core performance and delivery of improvement initiatives and plans; </li></ul><ul><li>Incorporate user-friendly, traffic-light performance indicators with the facility to drill down from an organisation-level ‘scorecard’ through a structured series of screens, right through to base information level; </li></ul><ul><li>Link to your core application databases via the Clearview data import tool to enable information in the scorecard to be uploaded automatically; </li></ul><ul><li>Weight indicators to reflect their relative importance; </li></ul>
  27. 27. Balanced Scorecard <ul><li>View perspectives for: </li></ul><ul><ul><li>Internal business; </li></ul></ul><ul><ul><li>Financial; </li></ul></ul><ul><ul><li>Customer satisfaction; </li></ul></ul><ul><ul><li>Innovation and learning; and Regulatory; </li></ul></ul><ul><li>Track performance against action plan targets and corporate project milestones; </li></ul><ul><li>View a powerful set of performance information for all parts of the business with minimal user-input; </li></ul><ul><li>Analyse year-to-date, month and trend information; and </li></ul><ul><li>Highlight problem areas quickly and easily. </li></ul>“ A man is known by the company he keeps and how well he keeps it”
  28. 28. Balanced Scorecard Illustration
  29. 29. Balanced Scorecard Illustration
  30. 30. Chrysalis Performance Limited Hawthorns Foredraught Lane, Tibberton Droitwich WR9 7NH 07708 253532 [email_address]

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