DASHBOARDS—BEYOND THE BOARDROOM <br />Matt Hawkins<br />Solution Architect – Kingfisher Inc.<br />David Hudgins <br />Mgr...
Agenda<br />Overview & Objectives<br />Dashboard use cases and best practices<br />Explore 3 Case Studies for Dashboard ap...
 Objectives<br />Best-practice advice on making analytics compelling enough to drive decisions <br />Real-world examples t...
Dashboards for Every Role<br />Low-Touch<br />Information Consumers<br />Strategic<br />Operational<br />Executive<br />Ta...
  Different Users Have Different Needs<br />
6<br />Case Study<br />Business Services Industry<br />
Company Info<br />Has its headquarters in Australia and operates in 45 countries around the world. Its two businesses are:...
Who We Are <br />Document Management Solutions<br />Secure Destruction Services<br />Data Protection Services<br />Lifecyc...
Operating in More Than 20 Countries<br />Operating in 138 markets, approaching 80,000 customers, 4,500 employees & 300 loc...
Recall’s Global Needs<br />Centralized and Automated Reporting Functionality<br />Provide information-rich dashboards, ena...
Pre-existing Pain Points / Gaps<br />Legacy reporting solution lacked the ability to provide concise / consolidated sales ...
Solution Platform<br />Recall implemented SAP Business Objects XI 3.0 during  2008. <br />This platform serves as a data r...
  Real World Example<br />
Customer Risk Assessment Dashboard<br />14<br />
Implemented Solution<br />Implemented Solution – Final Cost: $79K<br />Total Estimated Savings (1/2 of current est. hours ...
Case StudyHealthcare Industry<br />Fortune 100 Pharmacy Benefit Management (PBM)<br />Industry: Healthcare, wholesale dist...
Issue Addressed<br />Healthcare industry is data rich, <br />but in many cases, information poor<br />
 Key Challenges<br />Identify cost-saving opportunities for clients<br />Facilitate value improvement opportunities<br />D...
Market Pressures<br />Challenges for Plan Sponsors:<br />Reduce healthcare costs <br />Improve health outcomes<br />Every ...
PBM Case Study<br />Beyond Scorecard View of KPIs<br />Enables External customers direct access to their data<br />Interac...
Macro environment Variables<br />Benchmarking industry trends: <br />Clients can monitor their plan performance against ke...
Features<br />Savings opportunity by delivery channel<br />Generic vs. Brand<br />Top Drugs<br />Benchmarks<br />Savings C...
Summary of Solution<br />	“Game-changing BI solution enables transparency in monitoring, analyzing, reporting and decision...
SpotlightService Industry<br />Service Corporation International (SCI) <br />North America’s most trusted provider of end-...
Project Goals<br />Standardization and growth of business metrics<br />Increase visibility of business drivers throughout ...
Features<br />Robust and mature deployment of BI <br />Ability to support thousands of users<br />Deep drill down capabili...
Success Factors<br />Modular iterative approach<br />Extensive requirements / design phase(s)<br />Rapid turnaround of dat...
Overview<br /><ul><li>Provides Operational and Executive view of business drivers
Rich tiered dashboard across multiple business segments
150+ metrics from 1,000’s of measures
Interactive application for hands-on data analysis</li></ul>95% of metrics delivered<br /> in 1st rollout!<br />
Takeaways<br />Dashboard applications can add value across the entire organization and beyond.<br />Work with the Business...
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Dashboards Beyond the Boardroom

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Case studies of successful implementations of dashboards outside the traditional use of executive summary.

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  • Next, we can determine they types of dashboards needed. Dashboards can be deployed to all users within an organization to align organizations from the executive management team, down through the financial and operational teams to the rest of the organization by providing the right information to the right groups But different users have different needs. But you need to ask the hard questions such as:Who needs to use these dashboards? How many users? How personalized will they need to be? What is the timeliness of the information? How does it integrate with the users’ daily work processes?
  • We can demystify the types of dashboards users need by classify dashboards into a few categories, recognizing that in every organization there are different individuals who will benefit from different dashboard types. Operational dashboards - provide information for those who must monitor operations. Here information may be updated through out the day or hour. (Example, a factory worker can monitor quality of production and quickly be alerted to any discrepancies in the production line)Tactical dashboards - provide a view into how an individual is performing. These dashboards provide all the information at hand that an individual may need to stay on target. (Example an account manager who monitors their leads and tracks there performance against their quarterly quota)Strategic Dashboards – provide a high-level overview of how the business or team is performing. May incorporate KPI set my senior management. (Example, a CEO wants to have one view they can look at that will tell them how their business is performing and easily see where there are issues)
  • David
  • We can demystify the types of dashboards users need by classify dashboards into a few categories, recognizing that in every organization there are different individuals who will benefit from different dashboard types. Operational dashboards - provide information for those who must monitor operations. Here information may be updated through out the day or hour. (Example, a factory worker can monitor quality of production and quickly be alerted to any discrepancies in the production line)Tactical dashboards - provide a view into how an individual is performing. These dashboards provide all the information at hand that an individual may need to stay on target. (Example an account manager who monitors their leads and tracks there performance against their quarterly quota)Strategic Dashboards – provide a high-level overview of how the business or team is performing. May incorporate KPI set my senior management. (Example, a CEO wants to have one view they can look at that will tell them how their business is performing and easily see where there are issues)
  • represents a Business Intelligence (BI) and analytics solution that revolutionizes decision-making tools for clients.
  • Clients Drive Decision Making
  • Peer groups range from industries to geographic regions to population demographics (such as active or retired employees, or Medicare population) to channel management (such as acute drugs received at retail locations, maintenance drugs received at retail locations, home delivery of prescriptions and specialty channels). Data for each benchmark peer group summarizes how the lower 25%, middle 50% and top 25% are performing in each area of pharmacy benefit trend. 
  • Generic Fill Rate (GFR) savings potential in key drug classes: Interactive savings speedometers show clients their actual GFR based on their plan’s exact data and drug mix.  As the user adjusts the slider under the speedometer to model projected savings through a change in drug mix, the dashboard calculates the savings that would be achieved as usage of brands decreases and generic usage increases.Top drug categories: Users see their plan’s top drug categories according to total plan cost, including their actual plan costs in each category and that category’s percentage of overall drug spend.  The tool presents an interactive view of top drugs in each category, drug spend per member per month, and the potential to offer clinically equivalent, lower-cost alternatives. Several management strategies are available to help clients ensure appropriate utilization of lower-cost brand and generic drugs.
  • Holistic view of businessCultural changePaper reportsGateway to BI
  • SAP Business Performance Benchmarking is one of the largest global benchmarking programs, with over 8,500 participants.We offer over 20 business and IT assessments, including Business Intelligence, Best Run IT and SAP Total Cost of Ownership (TCO)Our substantial benchmarking database allows us to compare a company’s performance across multiple dimensions, including company size or industryThe benchmarking process is easy and straightforward: complete an online survey, and after submission you will receive a confidential benchmarking assessment comparing your organization with your peers.You can see a sample output on the right: it includes a summary of the KPI performance, assessment of potential value of closing the gap to top performing companies, recommended improvement strategies, supporting best practices as well as enabling solutions to help you drive your strategyThis strategic service is free of charge to SAP customers and prospectsFor more information please visit benchmarking.sap.com/us
  • Dashboards Beyond the Boardroom

    1. 1. DASHBOARDS—BEYOND THE BOARDROOM <br />Matt Hawkins<br />Solution Architect – Kingfisher Inc.<br />David Hudgins <br />Mgr, Global Sales Operation - Recall<br />
    2. 2. Agenda<br />Overview & Objectives<br />Dashboard use cases and best practices<br />Explore 3 Case Studies for Dashboard applications<br />Functional<br />External Facing<br />Operational<br />
    3. 3. Objectives<br />Best-practice advice on making analytics compelling enough to drive decisions <br />Real-world examples that will trigger your own business-optimization initiatives <br />An understanding of when dashboards make sense for your users and when they don’t <br />Advice on what it takes to develop intuitive dashboards that require no training <br />Tips on managing and transforming data—of any size, from any source—into trusted, comprehensive, and visually compelling analytics <br />
    4. 4. Dashboards for Every Role<br />Low-Touch<br />Information Consumers<br />Strategic<br />Operational<br />Executive<br />Tactical<br />LOB Management<br />Consumers can be Internal OR External<br />Analysts<br />High-Touch<br />Information Experts<br />
    5. 5. Different Users Have Different Needs<br />
    6. 6. 6<br />Case Study<br />Business Services Industry<br />
    7. 7. Company Info<br />Has its headquarters in Australia and operates in 45 countries around the world. Its two businesses are:<br />Issues, collects, repairs and reissues about 300 million pallets and containers to assist manufacturers, distributors and retailers to transport their products safely and efficiently.<br />Manages the secure storage, retrieval and destruction of physical and digital information for nearly 80,000 customers worldwide.<br /> <br />
    8. 8. Who We Are <br />Document Management Solutions<br />Secure Destruction Services<br />Data Protection Services<br />Lifecycle Information Management Solutions<br />
    9. 9. Operating in More Than 20 Countries<br />Operating in 138 markets, approaching 80,000 customers, 4,500 employees & 300 locations worldwide.<br />
    10. 10. Recall’s Global Needs<br />Centralized and Automated Reporting Functionality<br />Provide information-rich dashboards, enabling fast, flexible decision making.<br />Empower knowledge workers with greater information insights with less resources needed to pull reports<br />Provide flexible ad hoc reporting, robust query and analysis capabilities.<br />
    11. 11. Pre-existing Pain Points / Gaps<br />Legacy reporting solution lacked the ability to provide concise / consolidated sales reporting, users spent hours on manual input of data and integration of separate reports. This resulted in:<br />Human Errors in Reports<br />Bottleneck in reporting capability due to resource constraints on Sales Operations team<br />Delayed reporting<br />Approximately 9,625 hours spent per year consolidating non-standardized reports across Recall NA<br />est. $358Kloss per year<br />
    12. 12. Solution Platform<br />Recall implemented SAP Business Objects XI 3.0 during 2008. <br />This platform serves as a data repository for the following functional areas within Recall SAAS CRM application (NetSuite CRM) and Peoplesoft:<br />Sales / Sales Management<br />Finance / Audit<br />Commissions / ISV<br />Contracts<br />
    13. 13. Real World Example<br />
    14. 14. Customer Risk Assessment Dashboard<br />14<br />
    15. 15. Implemented Solution<br />Implemented Solution – Final Cost: $79K<br />Total Estimated Savings (1/2 of current est. hours wasted): $179K<br />Projected Value: $100K p/year <br />2008-2010 Actual Saving to Date: $326K<br />15<br />
    16. 16. Case StudyHealthcare Industry<br />Fortune 100 Pharmacy Benefit Management (PBM)<br />Industry: Healthcare, wholesale distribution<br />
    17. 17. Issue Addressed<br />Healthcare industry is data rich, <br />but in many cases, information poor<br />
    18. 18. Key Challenges<br />Identify cost-saving opportunities for clients<br />Facilitate value improvement opportunities<br />Demonstrate innovation, desire for customer satisfaction<br />Create competitive differentiation<br />Extract value from massive amounts of data<br />Provide fast, performance-enabling analysis<br />?<br />
    19. 19. Market Pressures<br />Challenges for Plan Sponsors:<br />Reduce healthcare costs <br />Improve health outcomes<br />Every second, $5,169 <br /> Is wasted on inefficient<br /> pharmacy benefit spending<br />SOURCE: The Wall Street Journal<br />
    20. 20. PBM Case Study<br />Beyond Scorecard View of KPIs<br />Enables External customers direct access to their data<br />Interactive modeling tool<br />Savings Estimation <br />Distribution Channel mix<br />Drug Allocations<br />Predictive Analytics<br />
    21. 21. Macro environment Variables<br />Benchmarking industry trends: <br />Clients can monitor their plan performance against key statistics through instant snapshots <br />Benchmark peer groups that clients can use to compare with their plan data.<br />Identify macro trends <br />Pharmaceutical Research: Drugs.com<br />
    22. 22. Features<br />Savings opportunity by delivery channel<br />Generic vs. Brand<br />Top Drugs<br />Benchmarks<br />Savings Calculator<br />PROTOTYPE<br />
    23. 23. Summary of Solution<br /> “Game-changing BI solution enables transparency in monitoring, analyzing, reporting and decision-making”<br /> “…Increases the intelligence that clients have at their fingertips, through a robust toolset that transforms an extensive array of complex data into actionable business insights”<br />
    24. 24. SpotlightService Industry<br />Service Corporation International (SCI) <br />North America’s most trusted provider of end-of-life arrangements and services. <br />Based in Houston, Texas<br />More than 1,500 Funeral Homes<br />400 Cemeteries. <br />NYSE symbol “SCI.”<br />
    25. 25. Project Goals<br />Standardization and growth of business metrics<br />Increase visibility of business drivers throughout the organization <br />Discover trends previously hidden in detailed reporting<br />Optimize the flow of information <br />
    26. 26. Features<br />Robust and mature deployment of BI <br />Ability to support thousands of users<br />Deep drill down capability <br />Leverages and extends none dashboard BI<br />Integration with 3rd party technologies<br />
    27. 27. Success Factors<br />Modular iterative approach<br />Extensive requirements / design phase(s)<br />Rapid turnaround of data elements from Data Warehouse Team<br />Flexible to address evolving requirements<br />Design issues discovered & resolved quickly<br />Roll out new functionality in stages<br />Strong support from Senior Management<br />Requirements driven by the business community<br />Strong partnership and collaboration throughout the organization<br />
    28. 28. Overview<br /><ul><li>Provides Operational and Executive view of business drivers
    29. 29. Rich tiered dashboard across multiple business segments
    30. 30. 150+ metrics from 1,000’s of measures
    31. 31. Interactive application for hands-on data analysis</li></ul>95% of metrics delivered<br /> in 1st rollout!<br />
    32. 32. Takeaways<br />Dashboard applications can add value across the entire organization and beyond.<br />Work with the Business to design functional requirements<br />Leverage BI platform<br />Calculate Quantitative and Qualitative ROI<br />Encourage exceptional User Experience<br />Executive sponsorship is critical <br />
    33. 33. What Do Dashboard Users Want?<br />Business needs<br /><ul><li>High impact interactive visualization of key metrics
    34. 34. Intuitive user interface and navigation
    35. 35. Ability to manage and monitor metrics effortlessly
    36. 36. Drill down or through for root-cause analysis
    37. 37. Personalized content and display</li></ul>Technology needs<br /><ul><li>Easy dashboard building capabilities
    38. 38. Flexibility as the needs of an organization change
    39. 39. Security to ensure proper user access
    40. 40. Scalable for a growing organization
    41. 41. Integration to leverage existing BI investments</li></li></ul><li>Key Characteristics of Dashboards<br />Dashboards should …<br />Provide high-level overview of information<br />Provide visual indicators alerting to important information<br />Provide interactivity and personalized information so the individual can easily understand the data and has just the information they need to do their job or monitor performance<br />Provide guided analysis navigation of constrained amount of information<br />Dashboards should not …<br />Provide advanced analysis capabilities – this is an analysis tool<br />Show large amounts of detailed information – this is a report<br />Provide access to ad hoc and open ended information – this is an ad hoc analysis tool<br />But …<br />It should enable easy integration with other BI tools to provide all these capabilities<br />
    42. 42. BENCHMARKING<br />Teri Bean<br />Director, SAP BusinessObjects Center of Excellence<br />July 28, 2010<br />
    43. 43. SAP PERFORMANCE BENCHMARKINGDIAGNOSE YOUR BUSINESS WITH SAP VALUE ENGINEERING<br />SAP Performance Benchmarking<br />Industry, Line of Business, Business Intelligence<br />Enterprise Information Management- Value<br />Sample Output<br /><ul><li>One of the largest global benchmarking programs
    44. 44. Over 8,500 participants
    45. 45. Over 20 assessments, including
    46. 46. Business Intelligence
    47. 47. Best Run IT
    48. 48. SAP TCO
    49. 49. Comparison with industry peers
    50. 50. Free of charge
    51. 51. Comprehensive Assessment, incl.:
    52. 52. KPI Performance & Value Opportunity
    53. 53. High-Impact Strategies
    54. 54. Supporting Best Practices
    55. 55. Enabling Solutions</li></ul>Learn more at http://benchmarking.sap.com/US<br />
    56. 56. Questions?<br />
    57. 57. Polling Question<br />“Would you like to learn more about how you can receive a free benchmarking assessment?" <br />
    58. 58. Matt Hawkins<br />Solution Architect – Kingfisher Inc<br />Tel: 404.531.4116<br />Matt.Hawkins@kingfisher.com<br />www.kingfisherinc.com<br />Thank You!<br />
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