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Performance Monitoring and 
   Performance Monitoring and
    Problem Identification with 
Performance Dashboard/Scorecard 
in a Business Intelligence Platform
in a Business Intelligence Platform
Agenda
• Center for Enterprise Resource Planning (ERP)
  Center for Enterprise Resource Planning (ERP)
• Sample Research Prototypes
  – Performance Dashboard
  – Scorecard
• Collaboration Opportunities
http://erp.mst.edu   erp@mst.edu
Faculty
• Dr. Bih‐Ru Lea, Director, Center for ERP
• Dr Vincent Yu
  Dr. Vincent Yu
• Craig Claybaugh (fall 2010)
• Dr. Ray Kluczny (Emeritus)
• Dr Barry Flachsbart (Default graduate Advisor)
  Dr. Barry Flachsbart (Default graduate Advisor)
• Ms. Yu‐Hsien Chiu (undergraduate Advisor)
• Mr. Ryan Sims, SAP Administrator
Software Resources
               S ft     R
• SAP Products                  • SAS
  – SAP ECC Core
    SAP ECC Core                   – Statistics
  – Customer Relationship          – Business Intelligence
  – Business Intelligence
                    g                • Enterprise Miner
  – Supply Chain Management          • Text Miner 
  – Performance Dashboard      • Microsoft Dynamic (Microsoft’s 
  – Business Objects 
        i    Obj                 ERP software)
                                 ERP software)
  – Business One (ERP          • Microsoft Developer Tools
    software for small to Mid‐ • Oracle
    size companies)               – Database
  – Portal                        – Developer Suite
  – xRPM
     RPM
                                  – Application Server
  – etc.
                                  – E‐Business Suite (in planning)
Enterprise Resource Planning (ERP) System
• ERP software systems facilitate decision making by
  ERP software systems facilitate decision making by 
  capturing all corporate data and making it available to 
  managers as usable information.  
       g
   – Vendors: SAP, Oracle/PeopleSoft and Microsoft.




   Source: T. Davenport, Putting the Enterprise into the Enterprise System, Harvard Business
                                                                                          6
           Review, July-August 1998, pp. 121-131.
Terms
Terms
The Evolution of Performance Management
   The Evolution of Performance Management
21st                                     Business Intelligence
Century                                                                 Dashboards
                            Scorecards
                                                                 Six Sigma

              Shareholder                  Competencies/                     Business Process
Late          Value                        Capabilities                      Reengineering
Twentieth
                                                                                       Customer
Century                                                                                Satisfaction

                                Competitive          Comparative              Operational
                                Advantage            Benchmarking             Improvement


Nineteenth    Management
              Accounting
Century

Fifteenth     Double-Entry
              Double Entry
              Bookkeeping
Century
             Financial                     Strategic                          Operational
Performance Dashboard Applications
• P f
  Performance Dashboard 
                D hb d
  A performance dashboard is a multilayered
  application build on a business intelligence and 
  data integration infrastructure that enables 
  organizations to measure, monitor, and manage 
  business performance more effectively.
• A Performance Management System
  Translates the organization’s strategy into objectives, 
                    g                  gy       j       ,
    metrics, initiatives, and tasks customized to each 
    group and individual in the organization.
Common Research Objectives
The objecti e of o r research is to assess the
     objective     our
  effectiveness of using dashboard based and
  Balanced     Scorecard  based    Performance
  Management System
  –IImpact of D Vi li i
             f Data Visualization
  – Effectiveness of the proposed system
  – Th d
    The degree of employee i l
                  f     l     involvement
  – The usability of the proposed system
  –…
http://erp.mst.edu   erp@mst.edu
h //            d             d
Assess Commercialization Feasibility 
      of Bio Energy with Dashboard 
      of Bio‐Energy with Dashboard
               Technology

Researcher :     Madhur Chopra (mcgd8@mst.edu)
Research Advisor: Dr. Bih‐Ru Lea (leabi@mst.edu)
                  Dr. Vincent Yu (yuwen@mst.edu)
                  Dr. Nathan Chen (a project for the Bureau of 
                  D N h Ch (             j f h B              f
                  Energy at Ministry of Economic Affairs, Taiwan)
Role of Dashboard
           R l f D hb d
• To provide a BIG picture
  • Performance comparison based on plant location
              g              g
  • Evaluating and Monitoring the environmental 
    benefits
  • Evaluate various production methods to find a 
    cost effective solution
  • and more…
Enhancing Strategic Alignment 
with Dashboard and Scorecard: A 
 i h D hb d d S             d A
          Case Studyy

 Researchers: 
     Yuh‐Puu Han (yhan@mst.edu)
     Juned Kazi, . (S&T‐Student)
         d         ( &     d )
     Rutuja Honnatti
 Research Advisors:
 Research Advisors:
       Dr. Bih‐Ru Lea (leabi@mst.edu)
Strategic Pl
St t i Planning
             i            Strategic
                          Planning


                         WHERE
              Business
                Plan
        HOW

  NOW
Application of Dashboard 
Technology in Transportation 
T h l       i T          i
 Infrastructure Performance 
         Management
Presenter: Yuh‐Puu Han (yhan@mst.edu)
Research Advisors:
      Dr. Bih‐Ru Lea (leabi@mst.edu)
            h        (l b        d )
      Dr. Vincent Yu (yuwen@mst.edu)
      Dr. Hojong Baik (baikh@mst.edu)
      Dr Hojong Baik (baikh@mst edu)
Motivation for Research
Research Objectives
• Transforming collected traffic data (o er
  Transforming collected traffic data (over 
  8,294,4000 daily records) into a multi‐
  dimensional business information warehouse
  dimensional business information warehouse
• Developing dashboards for visualize traffic data 
  for extracting hidden pattern and developing 
  rules for decision making processes
• Incorporating dashboard and balanced scorecard 
  technologies into the daily and long term 
  performance management process
■ < 30 mph
                    TIME   ■ 30 60 mph
                             30~60    h
                            ■ > 60 mph


                            Accident
          RECTION
                N


                             Impact
                           Assessment

                             Highway
                             Hi h
   FFIC DIR




                             Segment
                           Improvement
TRAF




                            Determine
                             Traffic
                             Pattern
Comparison of Dashboard based and Balanced 
  Comparison of Dashboard based and Balanced
scorecard based performance management system


                   Student: Lin Zhu
            Thesis Advisor: Dr. Bih‐Ru Lea

            Graduate committee members: 
               d            i          b
               Dr. Wen‐Bin (Vincent)  Yu
                Dr. Xiaoqing (Frank) Liu
                Dr Xiaoqing (Frank) Liu
Current practices of CPM ‐ Scorecard 
        p
Current practices of CPM ‐ Scorecard 
        p
Strategy
Strategy Map
 Perspective




                                     Objec
     pective
 Persp




                                         ctive
               Show the strategic 
               linkages between 
               objectives
Impact of ERP Software…
      I    t f ERP S ft
70% + of the world economy's transactions in 
some shape or form touch an SAP system 
Impact of ERP Soft are
                 Software…
70% + of the world economy's transactions in 
some shape or form touch an SAP system 
Impact of ERP Software…
         I       f ERP S f
In 2009…
In 2009
 SAP has more the 95,000 customers across 120 
  countries 
  countries
 85% of the Fortune 500 run SAP software 
 80% of Fortune 1,000 companies run SAP software 
 60% of Fortune 2,000 companies run SAP software 
                  ,        p
 Approximately 64,000 SAP customers are small 
  businesses or midsize companies 
  businesses or midsize companies
Impact of ERP Software…
         I       f ERP S f
In 2009…
In 2009
 SAP has more the 95,000 customers across 120 
  countries 
  countries
 85% of the Fortune 500 run SAP software 
 80% of Fortune 1,000 companies run SAP software 
 60% of Fortune 2,000 companies run SAP software 
                  ,        p
 Approximately 64,000 SAP customers are small 
  businesses or midsize companies 
  businesses or midsize companies
Collaboration with
 Center for ERP


Opportunities
Collaboration, HOW?
C ll b ti      HOW?

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Erp cfp f2010

  • 1. Performance Monitoring and  Performance Monitoring and Problem Identification with  Performance Dashboard/Scorecard  in a Business Intelligence Platform in a Business Intelligence Platform
  • 2. Agenda • Center for Enterprise Resource Planning (ERP) Center for Enterprise Resource Planning (ERP) • Sample Research Prototypes – Performance Dashboard – Scorecard • Collaboration Opportunities
  • 4. Faculty • Dr. Bih‐Ru Lea, Director, Center for ERP • Dr Vincent Yu Dr. Vincent Yu • Craig Claybaugh (fall 2010) • Dr. Ray Kluczny (Emeritus) • Dr Barry Flachsbart (Default graduate Advisor) Dr. Barry Flachsbart (Default graduate Advisor) • Ms. Yu‐Hsien Chiu (undergraduate Advisor) • Mr. Ryan Sims, SAP Administrator
  • 5. Software Resources S ft R • SAP Products • SAS – SAP ECC Core SAP ECC Core – Statistics – Customer Relationship – Business Intelligence – Business Intelligence g • Enterprise Miner – Supply Chain Management • Text Miner  – Performance Dashboard  • Microsoft Dynamic (Microsoft’s  – Business Objects  i Obj ERP software) ERP software) – Business One (ERP  • Microsoft Developer Tools software for small to Mid‐ • Oracle size companies) – Database – Portal – Developer Suite – xRPM RPM – Application Server – etc. – E‐Business Suite (in planning)
  • 6. Enterprise Resource Planning (ERP) System • ERP software systems facilitate decision making by ERP software systems facilitate decision making by  capturing all corporate data and making it available to  managers as usable information.   g – Vendors: SAP, Oracle/PeopleSoft and Microsoft. Source: T. Davenport, Putting the Enterprise into the Enterprise System, Harvard Business 6 Review, July-August 1998, pp. 121-131.
  • 9. The Evolution of Performance Management The Evolution of Performance Management 21st Business Intelligence Century Dashboards Scorecards Six Sigma Shareholder Competencies/ Business Process Late Value Capabilities Reengineering Twentieth Customer Century Satisfaction Competitive Comparative Operational Advantage Benchmarking Improvement Nineteenth Management Accounting Century Fifteenth Double-Entry Double Entry Bookkeeping Century Financial Strategic Operational
  • 10. Performance Dashboard Applications • P f Performance Dashboard  D hb d A performance dashboard is a multilayered application build on a business intelligence and  data integration infrastructure that enables  organizations to measure, monitor, and manage  business performance more effectively. • A Performance Management System Translates the organization’s strategy into objectives,  g gy j , metrics, initiatives, and tasks customized to each  group and individual in the organization.
  • 11. Common Research Objectives The objecti e of o r research is to assess the objective our effectiveness of using dashboard based and Balanced Scorecard based Performance Management System –IImpact of D Vi li i f Data Visualization – Effectiveness of the proposed system – Th d The degree of employee i l f l involvement – The usability of the proposed system –…
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  • 14. Assess Commercialization Feasibility  of Bio Energy with Dashboard  of Bio‐Energy with Dashboard Technology Researcher :  Madhur Chopra (mcgd8@mst.edu) Research Advisor: Dr. Bih‐Ru Lea (leabi@mst.edu) Dr. Vincent Yu (yuwen@mst.edu) Dr. Nathan Chen (a project for the Bureau of  D N h Ch ( j f h B f Energy at Ministry of Economic Affairs, Taiwan)
  • 15. Role of Dashboard R l f D hb d • To provide a BIG picture • Performance comparison based on plant location g g • Evaluating and Monitoring the environmental  benefits • Evaluate various production methods to find a  cost effective solution • and more…
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  • 18. Enhancing Strategic Alignment  with Dashboard and Scorecard: A  i h D hb d d S d A Case Studyy Researchers:  Yuh‐Puu Han (yhan@mst.edu) Juned Kazi, . (S&T‐Student) d ( & d ) Rutuja Honnatti Research Advisors: Research Advisors: Dr. Bih‐Ru Lea (leabi@mst.edu)
  • 19. Strategic Pl St t i Planning i Strategic Planning WHERE Business Plan HOW NOW
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  • 22. Application of Dashboard  Technology in Transportation  T h l i T i Infrastructure Performance  Management Presenter: Yuh‐Puu Han (yhan@mst.edu) Research Advisors: Dr. Bih‐Ru Lea (leabi@mst.edu) h (l b d ) Dr. Vincent Yu (yuwen@mst.edu) Dr. Hojong Baik (baikh@mst.edu) Dr Hojong Baik (baikh@mst edu)
  • 24. Research Objectives • Transforming collected traffic data (o er Transforming collected traffic data (over  8,294,4000 daily records) into a multi‐ dimensional business information warehouse dimensional business information warehouse • Developing dashboards for visualize traffic data  for extracting hidden pattern and developing  rules for decision making processes • Incorporating dashboard and balanced scorecard  technologies into the daily and long term  performance management process
  • 25. ■ < 30 mph TIME ■ 30 60 mph 30~60 h ■ > 60 mph Accident RECTION N Impact Assessment Highway Hi h FFIC DIR Segment Improvement TRAF Determine Traffic Pattern
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  • 27. Comparison of Dashboard based and Balanced  Comparison of Dashboard based and Balanced scorecard based performance management system Student: Lin Zhu Thesis Advisor: Dr. Bih‐Ru Lea Graduate committee members:  d i b Dr. Wen‐Bin (Vincent)  Yu Dr. Xiaoqing (Frank) Liu Dr Xiaoqing (Frank) Liu
  • 30. Strategy Strategy Map Perspective Objec pective Persp ctive Show the strategic  linkages between  objectives
  • 31. Impact of ERP Software… I t f ERP S ft 70% + of the world economy's transactions in  some shape or form touch an SAP system 
  • 32. Impact of ERP Soft are Software… 70% + of the world economy's transactions in  some shape or form touch an SAP system 
  • 33. Impact of ERP Software… I f ERP S f In 2009… In 2009  SAP has more the 95,000 customers across 120  countries  countries  85% of the Fortune 500 run SAP software   80% of Fortune 1,000 companies run SAP software   60% of Fortune 2,000 companies run SAP software  , p  Approximately 64,000 SAP customers are small  businesses or midsize companies  businesses or midsize companies
  • 34. Impact of ERP Software… I f ERP S f In 2009… In 2009  SAP has more the 95,000 customers across 120  countries  countries  85% of the Fortune 500 run SAP software   80% of Fortune 1,000 companies run SAP software   60% of Fortune 2,000 companies run SAP software  , p  Approximately 64,000 SAP customers are small  businesses or midsize companies  businesses or midsize companies
  • 35. Collaboration with Center for ERP Opportunities