1. Performance Reporting Framework
Outcomes:Our assessmentandconsultancyisaimedatcreatinggreatercost transparency,
enablingthe monitoringandreportingof performance andcreating greaterefficiencyand
effectivenessinperformance reporting process.
How
Our methodsinclude consultations,surveysof
stakeholders,reviewinganumberof metricsrelatedto
the effectivenessof performance reporting.
We identifyyourgoalsandthe gaps inyour data,your
processesandyourtechnologythatare hinderingthe
provisionof transparent,rapidandtimelyinformation.
Andif you require atechnologyplatform,we provide
highlyinsightful marketanalysisof the leading
technologies,andpractical approachestoa sustainable
implementation.
What
Baseline Assessment–An assessmentcoveringall the fourpillarsof deliveringeffective
performance reporting
Basedon our fourpillarsapproachto performance reporting,we provideanassessmentof your
performance reportingsituation.
We provide clearandpractical stepsleadingtosustainableandeffectiveperformance reporting
inyour organisation.
TheFourPillars
o Developa sustainable and common data foundation- keyroadblocksintermsof the
currentdata platformthat maypreventopen,transparentandreliable performance
reporting
o Developconsistent,revealingprofitabilityandcosting structures – developgranular
profitabilityandcostingstructuresenablingdeeperanalysisof profitability,costsof
servicesandotherbusinessdimensions
o Developeffective planning,budgetingandforecasting processes– developenhanced
processesandalignmenttoperformance reporting.Use ourquadrantanalytictool to
define whereyouare andwhere youwantto be
o Selectand implementscalable performance reportingtechnology - Maximise value of
investmentintechnologyplatformsthatenablesustainablechange
Why
o Stiffeningregulatoryrequirements –needfor
greatertransparencyandreporting
o Technologydisruption –Latesttechnologyis
highlydevelopedandmature.Dangerof losing
the edge ininformationcompetitiveness
o Reorganisationsandacquisitions causing
disruptiontoperformance reportinganddata
platforms
o ChangingIT systems –lack of alignmentof legacy
systemswithdataneededforeffective
performance monitoringandreporting.
2. Baseline
Assessment
Data foundation
Data source review
Define information
gaps
Legacy systems data
capture and structure
Profitability and costing
capabilities
Budgeting assessment
Information goals
definition
Data quality
assessment
Currency of data
Survey of stakeholders
reporting needs
Review current systems
Recommendations
Performance reporting
roadmap
Develop consistent,
revealing
profitability and
costing structures
Define information gaps
Analytic structures
definition/implement
Chart of accounts
Cost models and
structures
Position on PM quadrant
Unit costs to drive
benchmarks and
forecasts
Customer/service
profitability
Steps to apply
profitability to more
granular levels
Activity based costing
Working practice
changes
Reduce spreadsheet
complexity
Develop effective
planning, budgeting
and forecasting:
Processes to engage
business
Driver based planning
Mechanisms to reduce
planning complexity
Use of assumptions
and unit costs in
planning
Productivity
enhancements
Budget accelerators
Aligning to
management decision
making
Performance measures
Agile rolling processes
Aligning to value drivers
Assess existing use of
technology
Case for new
technology deployment
Select and
implement, scalable
enabling technology
Optimise existing
platforms
Roadmap for current
solution
Sourcing latest
generation technology
Become technology
prepared
Market review
Scalable and agile
approach
Benefit from the
technology disruption
occuring
Develop sustainable
and common data
foundation
Policies for data
governance/ ownership
Define key business
dimensions and size
Common, consistent
data
definition/classification
Define common data
hierarchies
Categorising business
data for insight
Managing data
sustainability
Master data
management strategies
Define and review key
measures e.g. Margin
Define/implement
analytic structures
Use of external data
