High level software solution overview

Corporater - Enterprise Performance Management Suite
www.corporater.com
CORPORATER
INDIGO ICON, OFFICE 1902
JUMEIRAH LAKES TOWERS
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
Email:sales@corporater.com
www.corporater.com
Software Solution Overview
Contact:
Srivathsan Krishnaswamy
Regional Sales Manager – Middle East
Email: krishnaswamy@corporater.com
Mobile: +971 55 764 4542

www.corporater.com
CORPORATER
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
www.corporater.com
High-level solution proposal
Overview
Corporater EPM Suite offers everything needed to quickly create and cascade Balanced
Scorecards, performance dashboards, strategic initiatives, risks and enterprise reports. It
contains additional features to help manage initiatives, risks, operations, benchmarking, and
resources. EPM Suite supports a wide range of performance management models and practices.
All of Phase 1 requirements are ready for implementation, out of the box.
Business in Control
Corporater EPM Suite is designed for business users — for all types of industries. It enables
companies to create and maintain a culture of performance through managing metrics,
scorecards, dashboards, initiatives, and plans. Customers can easily adapt and respond to
constantly changing business needs --- without relying on their IT department.
Why Corporater
Corporater EPM Suite provides rich features that promote alignment, support accountability, and
enable communication and actions to drive performance and execute strategy. In-house
applications require much time and resources to build, often have limited features, and are very
expensive to maintain. Corporater provides everything needed, out of the box.
High level benefits
Clarity
Summarize overall business performance at a glance. Quickly navigate to problem areas, and
identify root causes.
Alignment
Align all of organizational performance management practice areas, such as risk, operations,
quality, finance, human resources, projects, and initiatives. Cascade scorecards, dashboards,
and strategy maps to all levels of the organization.
Communicate and Act
Easily add comments, enter data, or add actions to scorecard elements. Share best practices
across the organization. Create corrective actions and provide feedback on performance results.
Powerful and certified
EPM Suite is scalable to any size of organization. Its full-featured functionality is certified by the
Balanced Scorecard Collaborative, the organization founded by the creators of the Balanced
Scorecard.
Fast results
Ready to run and easy to use, Corporater ensures a successful roll-out to the entire organization.
Flexible
Built to support the Balanced Scorecard, EPM Suite also supports quality initiatives, such as
Lean, Six Sigma, EFQM, and can be easily customized to meet unique management needs.
Automation
Connect to existing data to automate collection. Automatically generate and distribute reports,
alerts, notifications, and forms.

www.corporater.com
CORPORATER
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
www.corporater.com
Key Features:
Balanced Scorecards, Dashboards, and Metrics Management
Corporater EPM Suite helps organizations and companies clearly define and communicate
strategy and goals across the enterprise.
Scorecards
Cascade scorecards - navigate through organizational scorecards and drill through performance
measures.
Strategy and Process Maps
Create strategy and process maps- Communicate and visualize strategy and work processes.
Link maps to strategic themes, metrics, sub-processes, or supporting resources.
Metrics Management
Create detailed views of KPIs and performance metrics, complete with status, trend, historical
data, supporting information, and feature-rich charts and graphs. Align with other business
processes by linking to strategic initiatives, risk elements, and quality and process activities.
Large projects can be easily managed by creating KPIs and metrics in a central library to be
reused throughout your organization.
Benchmarking
Benchmarking features are built-in, making it easy to rank and compare business units.
Recognize and reward your top performers, while motivating underperformers. Share your
successes and best practices across your organization.
Actions and alerts
Drive accountability- using comments, initiatives, task lists, reminders, notifications, and alerts.
Enterprise Reporting
Create and distribute enterprise reports-- and distribute throughout the organization. Merge
performance management information with other documents. Attach reports to scorecards or
email to subscribers. Dynamic reporting enables creation of reporting rules and conditions.
Alert reports quickly highlight problem areas.
Reports the way you want them- EPM Suite version 4.0 offers dynamic reporting, and publishes
reports in the formats of your choice, including Word, PDF, PowerPoint, Open Office, and others.
 Office Integration—Continue to use report formats you are familiar with.
 Templates—Create reports once, and reuse anywhere.
 Dynamic Reporting—Set conditions for reporting—simplify your workflow.
Initiatives, Plans, and Projects
Link Strategic Initiatives- Drive performance through actions. Manage tasks and milestones, and
link initiatives to your objectives KPIs, and measures. Standardize your processes by creating
quickly accessible templates of frequently used initiative elements.
Monitor the progress of initiatives- communicate the progress and status in meeting goals and
milestones. Track and monitor the human and financial resources used by your initiatives. Focus
your resources on activities that deliver the most value. Create initiative dashboards and
scorecards that clearly summarize the status of sub-initiatives and activities.

www.corporater.com
CORPORATER
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
www.corporater.com
Initiatives can be used anywhere you need them to help track and monitor plans and actions that
drive your performance. Individual tasks can be assigned to users and will appear on users’ My
Pages for quick reference. (Maybe show a visual linking nested initiatives to both an org tree and
a user list)
Risk management
Manage the factors that potentially stand in the way of meeting your objectives, goals and targets
by linking risks to your performance management model. Enhance the safety of your employees,
protect property and environment, and strengthen your brand reputation.
Risk elements help visualize the probability and consequences of potential risk factors. Risk
plans may be linked to address risk areas by minimizing risk factors.
Advanced Features - EPM Suite is fully scalable to meet the needs of all types of organizations
 Template system - metrics and scorecards can be very rapidly cascaded
 Create and distribute web forms and surveys
 Custom trending and status functions
 All-new report engine
Customization- full customization of all elements within the system
 Custom charts and graphs
 Customization of user interface
 Enhanced layout options
 Custom drill-downs into underlying data
User management- easily import and manage large numbers of users
 Advanced access control options
 User profile system
 Single-sign on and LDAP support
Information Management- greater flexibility and more options for connecting to source data
 Transformer module- imports existing data structures and historical data
 Access to ETL tools
 Ability to directly connect to source data
 Tight integration with third party tools

www.corporater.com
CORPORATER
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
www.corporater.com
Application Architecture
Corporater Enterprise Performance Management Suite (Corporater EPM Suite) is a standardized
web-based solution that requires minimal effort in setup. The modular design allows
organizations to choose the functionality they need, and add functionality as their needs change
over time.
Figure 1: Key Modules of Corporater EPM Suite

www.corporater.com
CORPORATER
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
www.corporater.com
All modules are designed to work within a unified architecture, eliminating the need for numerous
products to collect, report, and analyze data.
Through scalable architecture, users can navigate from reports, to scorecards, to analytic tools
through a single interface: a web browser.
Business users can design and format reports through a WYSIWYG interface, and generate
reports in familiar office file formats.
Design Philosophy
Corporater’s slogan is “Business in Control.” This means much more than implementing an
Enterprise Performance Management project to help in implementing strategy, managing
performance metrics, tracking initiatives, benchmarking, and reporting. Business in Control also
means that the business user can configure and manage the provided solutions without the need
for advanced IT knowledge. Business in Control means that the software was designed with the
needs and functionality required by business users. This frees the users from relying on their IT
departments for managing the business side of their projects. Business in Control means that
you can connect to your existing BI tools, and can create reports in the standard formats that you
are already using, such as Word, PDF, Open Office.
Corporater EPM Suite’s intelligent design allows users to define elements once, and to re-use
them throughout the reporting environment. Exceptions and differences can easily be overridden.
This allows easy development and maintenance of very large reporting environments. Business
in Control also understands that business users want full control over how their information is
presented. Corporater offers a portal design studio that allows custom views of the end-user
interface, including individual page layout, custom tabs, and full control of all report elements.
Business in Control means the understanding of the customer need to control the cost of
implementation. Corporater EPM Suite requires minimal development or custom programming
costs. Rather, implementation involves the predictable costs of configuring the software to report
the desired data.
Development History
Corporater is an established, product-driven Balanced Scorecard Collaborative (BSCol) certified,
specialty vendor of Balanced Scorecard (BSC) and Performance Management software solutions
that are flexible, ready-to-run, and that can be easily managed and configured by business users.
In addition to offering its Enterprise-level BSC package, Corporater is the first EPM vendor to
offer an on-demand, Software as a Service (SaaS) solution.
Corporater solutions assist businesses to more effectively manage performance through building
dashboards, enterprise reports, and balanced scorecards. Functionality to manage initiatives,
visualize strategy, and tools to assist in budgeting, management meetings, risk management,
manual and automated data collection, and analysis are also available.
While its solutions are based on the latest in technology, Corporater targets its solutions toward
business users, rather than IT departments through its focus on solving business problems. We
offer a unique value to customers through a low total cost of ownership and its ease of use and
configuration. Corporater designs all of its tools to be highly flexible and can be easily integrated
with legacy systems, ERP systems, and other solutions already in use.
Corporater Enterprise Performance Management Suite (EPM Suite) is in use by over 200,000
users worldwide in a wide range of public and private businesses and organizations, including
municipalities, energy, banking and finance, oil and offshore, shipping, manufacturing,
Education, health care, media, and communications.

www.corporater.com
CORPORATER
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
www.corporater.com
Functional Capabilities Summary
Balanced Scorecards, Dashboards, and Metrics Management
a) Scorecards
Cascade scorecards - navigate through organizational scorecards and drill through
performance measures by perspective and theme.
Figure 2: Organizational Scorecard by Perspective and Theme

www.corporater.com
CORPORATER
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
www.corporater.com
Figure 3: Organizational Scorecard 2
Figure 4: Organizational Scorecard 3

www.corporater.com
CORPORATER
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
www.corporater.com
b) Strategy and Process Maps
Create strategy and process maps - communicate and visualize strategy and work processes.
Link maps to strategic themes, metrics, sub-processes, or supporting resources.
Figure 5: Strategy Map
Figure 6: Strategy and Process Map 2

www.corporater.com
CORPORATER
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
www.corporater.com
c) Business Performance Metrics
Create detailed views of KPIs and business performance metrics, complete with status, trend,
historical data, supporting information, and feature-rich charts and graphs. Align with other
business processes by linking to strategic initiatives, risk elements, and quality and process
activities. Large projects can be easily managed by creating KPIs and metrics in a central
library to be reused throughout your organization.
Figure 7: Business Performance Metrics
d) Benchmarking
Benchmarking features are built-in, making it easy to rank and compare business units.
Recognize and reward your top performers, while motivating underperformers. Share your
successes and best practices across your organization.
Figure 8: Benchmarking

www.corporater.com
CORPORATER
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
www.corporater.com
e) Actions and Alerts
Drive accountability - using comments, initiatives, task lists, reminders, notifications, and alerts.
Figure 9: Actions and Alerts

www.corporater.com
CORPORATER
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
www.corporater.com
Enterprise Performance Management Reporting
Create and distribute enterprise reports - and distribute throughout your organization. Merge
your performance management information with other documents. Attach reports to scorecards
or email to subscribers. Dynamic reporting enables you to set reporting rules and conditions.
Alert reports quickly highlight problem areas.
Reports the way you want them:
Cascade scorecards - navigate through organizational scorecards and drill through
performance measures.
 Office Integration - continue to use report formats you are familiar with.
 Templates - create reports once, and reuse anywhere.
 Dynamic Performance Management Reporting - set conditions for reporting-simplify
your workflow.
Figure 10: Monthly Report
Figure 11: Objective Report

www.corporater.com
CORPORATER
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
www.corporater.com
Figure 12: KPI Risk Report
Figure 12: Summary Report

www.corporater.com
CORPORATER
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
www.corporater.com
Initiatives, Plans and Projects
a) Link Strategic Initiatives
Drive performance through actions. Manage tasks and milestones, and link initiatives to your
objectives KPIs, and measures. Standardize your processes by creating quickly accessible
templates of frequently used initiative elements.
Figure 13: Link Strategic Initiatives
Figure 14: Align Activities to Initiatives

www.corporater.com
CORPORATER
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
www.corporater.com
b) Monitor the progress of initiatives
Communicate the progress and status in meeting goals and milestones. Track and monitor the
human and financial resources used by your initiatives. Focus your resources on activities that
deliver the most value. Create initiative dashboards and scorecards that clearly summarize the
status of sub-initiatives and activities.
Figure 15: Monitor the Progress of Initiatives
c) Drive accountability
Initiatives can be used anywhere you need them to help track and monitor plans and actions
that drive your performance. Individual tasks can be assigned to users and will appear on
users' My Pages’ for quick reference.
Figure 16: Drive Accountability

www.corporater.com
CORPORATER
PO BOX: 309063
DUBAI, UAE
TEL +971 4 433 9879
FAX +971 4 431 2293
www.corporater.com
Risk Adjusted Performance Management
a) Link Risk Factors
Manage the factors that potentially stand in the way of meeting your objectives, goals and
targets by adjusting risks to your performance management model. Enhance the safety of your
employees, protect property and environment, and strengthen your brand reputation.
Risk elements help visualize the probability and consequences of potential risk factors. Risk
plans may be linked to address risk areas by minimizing risk factors.
Figure 17: Link Risk Factors
b) Monitor the status of Risk Factors
Communicate and clearly visualize the status of multiple risk factors using risk charts. Track
and monitor changes in risk probability and consequence.
Figure 18: Monitor the Status of Risk Factors
c) Drive Accountability
Risk elements can be used anywhere you need them to help assess factors which may affect
performance. Risk can be assigned to users and will appear on user's ‘My Page’ for quick
reference.

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