Developing Metrics for Financial Shared Services: Best Practices, Tips and Traps
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The document discusses best practices for developing metrics for financial shared services. It recommends focusing metrics on information rather than data, isolating processes to select the appropriate level of analysis, and ensuring metrics have clearly defined inputs, outputs, and impacts. It also provides tips on designing dashboards, scorecards, and reports to effectively communicate metrics to different audiences.
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Developing Metrics for Financial Shared Services: Best Practices, Tips and Traps
- 1. Developing Metrics for Financial Shared Services: Best Practices, Tips and Traps Jeff Zwier Manager IS Communications, Team Lead CISO Audit & Metrics Analysis ABN AMRO Services IT Presented at: IQPC / Finance IQ Shared Services for Finance and Accounting Conference The Driskill Hotel, Austin, TX June 23-25, 2007
- 22. A Typical Corporate Services Dashboard Metrics for Shared Services Jeff Zwier
- 23. What your COO Would Like to See Metrics for Shared Services Jeff Zwier
- 24. Dashboard Examples Metrics for Shared Services Jeff Zwier
- 27. Using Dashboards, Scorecards and Reports Metrics for Shared Services Jeff Zwier If you want to. . . Then consider. . . … steer enterprise-level or CXO decision making, direct investment, or generally demonstrate value … executive communication tools such as dashboards, monthly update presentations. … provide a ‘reality check’ for your shared service management team to guide efficient and effective operations … balanced scorecard, guiding principle tables, operational process descriptions with progress indicators. … create a snapshot of performance for use in projects or long term analytics … traditional tactical or operations reporting formats.
- 29. Developing Metrics for Financial Shared Services: Best Practices, Tips and Traps Jeff Zwier Manager IS Communications, Team Lead CISO Audit & Metrics Analysis ABN AMRO Services IT Jeff Zwier jeff @zwier.net
Editor's Notes
- About the author: Jeff Zwier is a communications and performance management professional specializing in jump-starting productivity through effective metrics design, reporting and communication. At the time of this presentation, he was Vice President and Team Lead, Audit and Metrics Analysis for ABN AMROs global information security shared service. In previous roles, Jeff has consulted with Fortune 1000 companies to help them improve their employee communication, leadership, internal marketing and performance measurement programs. He served as a member of the Shared Services Network News Editorial board, and is author of several articles on communication strategy, marketing and reporting for shared services and past workshop presenter at IQPCs Shared Services Week, Shared Services Summit West and other professional conferences. For current contact information, Please see Jeff’s LinkedIn profile: http://www.linkedin.com/in/jeffzwier