Business performance management application, Corporate performance management application, KPIs, KRAs, structured Business reviews, Appraisal

1. Execute Strategy effectively by reducing
gaps between Planning and Execution
ver 1.1
The information contained in this document represents the current view of Ibhar on the issues discussed as of the date of
publication. This document is for informational purposes only.
© 2009-2010 Ibhar Technologies Private Limited

2. REDUCING GAP BETWEEN PLANNING & EXECUTION
The Ibhar CPM Approach enables an
Organization improve Productivity and become
a High Performance, Lean Organization

3. REDUCING GAP BETWEEN PLANNING & EXECUTION
Manufacturing
Power
Financial Institutions
Service
Others
- Retail
- FMCG
- Plantations
- Distribution
Customers (a brief list)

4. REDUCING GAP BETWEEN PLANNING & EXECUTION
The Ibhar CPM Approach enables an Organization reduce the gap between planning and
execution and additionally provides the tools to improve Productivity and become a High
Performance, Lean Organization.
The ongoing challenges major industries face is to manage demanding customers and increased
competition, bring about significant improvement continuously in price, cost and quality while
ensuring a steady, profitable growth.
While organizations evolve a well defined and clearly thought-through strategy to deal with
these challenges, execution of these strategies may not be to desired levels.
4

5. REDUCING GAP BETWEEN PLANNING & EXECUTION
5
What we do
Our Approach
Good thoughts are no better
than good dreams, unless they
are executed.
- Ralph Waldo Emerson
You cannot mandate
productivity, you must provide
the tools to let people become
their best.
- T.S Elliot
Wealth does not bring about
excellence, but excellence
brings about wealth and all
other public and private
blessings for men
- Aristotle
We empower Enterprises to reduce gaps between
Planning and Execution by using Approaches and
Tools by which
-Business plan can be easily deployed
-Initiatives aimed at achieving Strategic
objectives communicated and managed
-Employees clearly understand their role in
achieving Organizational Goals
-Improvements are managed well
-Quality and Cost improvement initiatives are
managed
-The Business is reviewed anytime, anywhere
and people rewarded objectively
Challenges
You can…
We deliver…

6. REDUCING GAP BETWEEN PLANNING & EXECUTION
6
What we do
Our Approach
Challenges
You can…
Today organizations are faced with many challenges
Plans that require cross functional support often run into trouble.
While broad sales numbers do get met, improvement plans required for future
growth get ignored.
Key Initiatives are managed in isolation not necessarily bringing in the desired
outcome.
Project owners complain on lack of support and involvement.
Despite large investments in ERP and other core systems, reviewing the Business
anytime is a challenge.
Significant time spent in meetings to understand business issues. Not all Decisions taken get fully
implemented.
Post appraisal, a large percentage of Employees are not as happy as expected
affecting morale.
When senior management is obsessed with a problem, the entire organization
seems to be focusing on it.
Though there are enough opportunities to bring about improvement few are
pursued.
We deliver…
A
B
D
E
F
Inability in collaborate well between business units, various departnments,
operations and corporate office.
C

7. REDUCING GAP BETWEEN PLANNING & EXECUTION
7
What we do
Our Approach
Challenges
You can…
The Ibhar 5 Step Approach to Strategy Execution
this approach reduces the GAP between Planning and Execution. The IbharCPM focus is clearly on
assisting organization in executing their plans.
Define clear goals and
initiatives to execute Strategy.
Align goals across departments
(not manager and direct report
alone).
Use Frameworks such as
Balanced Scorecard, MBO or
Policy Deployment (X-Matrix)
to deploy goals and initiatives
across the organization.
1 2 3 4 5
1
2
3
4
5
Plan Initiatives and
activities that are
required to achieve a
stated objective.
Assign responsibility and
indicate “complete-by”
dates.
Review the Business in a
Structured manner. Ensure
all aspects of the business
is reviewed.
Document decisions and
review adherence.
Reward people for their
contribution and reduce gaps
between expectation and
achievements.
Manage gaps between plan
and execution in a structured
manner.
Bring about Continuous
improvement, encourage
suggestions.
PLAN MANAGE REWARD
We deliver…

8. REDUCING GAP BETWEEN PLANNING & EXECUTION
8
What we do
Our Approach
Challenges
You can…
The Ibhar Approach to Reviews
IbharCPM improves the ability to review Business anytime and creates a Structure to review.
The inability to review business anytime is one key reason for gaps emerging between Plan and Execution. We
believe with improved abilities to review Lead and Lag business indicators and by ensuring that all planned
initiatives run to cost and time, most plans should be achieved.
It is important to provide direction to employees to help achieve rather than debate and brainstorm failure or
gaps.
Hence the Ibhar approach is to help manager and employees to stay focused on achievement of goals and
completion of planned Initiatives and activities by reviewing in a Structured manner. Ensure that issues that
are hurdles to achievement are dealt with. Continuously Audit compliance and plan.
Review Goals and Result
objectives in a
Structured manner.
Communicate and
document decisions.
Review progress on
decisions.
Ensure all Initiatives and
activities are running to
Cost budgets and
Timelines.
Review projects in a
structured manner.
We deliver…
Review Goals Review Initiatives Ensure “No Issues” Audit and Assess
Review Issues that are
stopping employees
from achieving their
goals. Address these
issues, take decisions
and ensure they are
acted upon,
Audit various areas of
the business using
either ISO frameworks
or other Accreditation
frameworks. Act on gaps
between defined
standards and actual
state.

9. REDUCING GAP BETWEEN PLANNING & EXECUTION
9
What we do
Our Approach
Challenges
You can…
We deliver…
Map Strategy with Balanced Scorecard, Deploy using X-Matrix and MBO
In today’s economically challenging and fiercely competitive environment, enterprises require not only a
clear vision and strategy but also effective implementation of strategy towards the organization goal.
An effective strategy on paper is worthless until it is translated into operational terms and made
everyone’s responsibility.
Policy deployment, MBO
Strategy Maps
Balanced Scorecard and other such approaches enable
Organizations translate strategy into measures that uniquely
communicate vision to the organization.
Other initiatives bring about a Quality focus, deal with Zero
defects or are directed towards Operational efficiency and Cost
Reduction.
Effectively communicating the Role that each employee has to play is
always been a challenge. Also, for most manufacturing organizations
who are quality or cost focused the challenge is in integrating
Balanced Scorecard and Policy Deployment or MBO frameworks and
thinking.
The IbharCPM solution helps organizations deploy Strategy to a
certain level and then cascade Policy using either the X-Matrix or
MBO frameworks.
A L I G N

10. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Ensure each Objective has a clear plan on “How it can be achieved.”
IbharCPM brings about the ability to clearly articulate how an Objective will get achieved.
The Focus is hence now in ensuring that every planned objective has a clear plan on what needs to get
done and the expected performance levels of other dependent parameters. Managing Points, Checking
Points and Major Measures can be easily assigned to named personnel across departments.
Since IbharCPM provides the ability to have a holistic and multi-dimensional view to an objective, you can
now link relevant measures, initiatives and view Managing, Checking points and Initiatives all in one page.
P L A N

11. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Ensure focus on Goals, objectives and activities at all levels
R E V I E W

12. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Ensure focus on Goals, objectives and activities at all levels
R E V I E W

13. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Ensure focus on Goals, objectives and activities at all levels
R E V I E W

14. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Review Projects and Initiatives…
Most often planned Goals and Objectives do
not get achieved because related activities
were either not assigned to respective
owners or these activities were not
completed in time.
IbharCPM Project review capability allows
definition, assignment and tracking of all
activities.
R E V I E W
The ability to now track and ensure on time completion
will improve the chances of a Goal or Objective being
achieved.
The Projects can be :
a). Continuous Improvement Ideas
b). Initiatives to achieve Organizational, Departmental or
Individual goals.

15. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Focus on Continuous Improvements.. Drive improvements through
employee suggestions
The Productivity Suite is designed to bring about continuous and
systematic improvement of all practices and processes in an
organization with the end objective being enhanced strategic
fitness.
You can now enable the sharing of ideas when it comes to
solving a problem or enhancing existing processes and functions.
Projects based on Lean, Six Sigma, Kaizen and SEDAC can
be made functional through the Suite. It simultaneously allows
the in-house team to work on a problem, invite experts online
from any part of the globe, document and track the process and
archive the emerging best practices.
A C T & I M P R O V E 5W1HDefine problems using
Analyze using 5Why
Plan an Improvement idea using 2W2H
Use the 3Dot system to categorize
Improvement ideas.
Cause and Effect
Create higher employee involvement
by getting them to make
improvement suggestions using
popular social networking tools.
Create an environment of creativity
“all the time”.
IbharCPM is integrated to Twitter

16. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Use the Balanced scorecard to manage business & not as a reporting tool
IbharCPM supports deploying Strategy using the Balanced Scorecard framework. You can now ensure that team
accountability is strengthened and focus established on the deserving objectives by assigning weights on
individual metrics within a scorecard.
R E V I E W

17. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Use Dashboards to provide contextual information while reviewing …
Understand how the business is performing. Compare and Analyze data.
R E V I E W

18. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Use Dashboards to provide contextual information while reviewing …
Understand how the business is performing. Compare and Analyze data.
N e w b u s i n e s s

19. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Use Dashboards to provide contextual information while reviewing …
Understand how the business is performing. Compare and Analyze data.
C l a i m s

20. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Use Dashboards to provide contextual information while reviewing …
Understand how the business is performing. Compare and Analyze data.
C l a i m s

21. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Slice and Dice data to get complete view…
Understand how the business is performing. Compare and Analyze data.
Drill down and review performance across entities by selecting
your own rows and columns
IbharCPM enables users link charts to pivots with the ability to
slice and dice information with easy to drag and drop
functionality.
You can support your decisions with live production data now.
R E V I E W

22. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Review performance across SBUs, LOBs, Branches, Channel
Compare performance against Budget and growth over previous periods.
The IbharCPM system enables you to not just view performance but provide input and act on an
objective. You can drill down or slice and dice information the way you desire to understand more on how
the business is performing either by LOB, Channel, Branch, Person and Product.
R E V I E W

23. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Reward people for their achievements.
With IbharCPM you can clearly communicate expectations from jobs . Since jobs are now properly aligned
to both Strategy and Operational performance reviewing people becomes incidental with reviewing
business being the focus.
IbharCPM now allows you to communicate Role Behavior expectation clearly. It also enables easy review
of Competencies, Strengths and Weakness and Role Behavior.
R E W A R D

24. REDUCING GAP BETWEEN PLANNING & EXECUTION
Welcome, Mr. Alan Parker
Tasks
Tasks to be completed Today (3 items)
Overdue Tasks (1 item)
Tasks for this week (10 items)
Key Metrics
Revenue 120mn
% of Dealers under budget 6%
24
What we do
Our Approach
Challenges
You can…
We deliver…
Get users at the Shop floor and Field participate more effectively…
Key information on your mobile allows users to act whenever.
Tasks and Data entry on your Mobile
Employees in the shop floor and field with
no access to a computer can now be
intimated with tasks that they need to do
on their mobile phones. They can also
indicate task completion or issues that they
are struggling with from their mobile
phones.
Key Performance Indicators
Employees can now access performance of
Key metrics on their mobile phones.

25. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Access performance from within Microsoft Outlook. Lotus Notes
The IbharCPM system Is fully integrated to Microsoft Outlook.
Users can access all information from within Outlook. Tasks and Activities are integrated to Outlook and
hence reminders activated within Outlook. IbharCPM uses the Outlook emailing interface to send and
store email communications.

26. REDUCING GAP BETWEEN PLANNING & EXECUTION
26
What we do
Our Approach
Challenges
You can…
We deliver…
IbharCPM collates data from all forms…
The IbharCPM system ensures that you do can review business and act using just one system “IbharCPM”
IbharCPM
ERP Systems
FinancialSystems
HRSystems
Excel
ManualDataentry
CRMSystems
MailingApplication
IbharCPM also gathers data from Excel and Mailing system in addition to RDBMS based application
systems. The Manual Data entry framework of IbharCPM enables users to register information that is not
captured in existing systems. Nominated Data Stewards in the IbharCPM system are responsible to ensure
that data quality and recency is managed to provide all users timely , relevant and meaningful data.

27. REDUCING GAP BETWEEN PLANNING & EXECUTION
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Consulting Implementation Operationalization
Strategy mapping
Goal Alignment
Role definitions
Performance management
system
Deploy technology to
support Consulting
deliverables
Assist in Structured reviews,
Appraisals and Rewards
Deploy technology support to
review business on an ongoing
basis
What we do
Our Approach
Challenges
You can…
We deliver…
Ibhar Consulting and Implementation services
We recognize that often there is a gap between a consulting deliverable and its implementation. Our approach
ensures that you implement the thinking and start managing a Performance driven organization within months.

28. REDUCING GAP BETWEEN PLANNING & EXECUTION
Increase Revenue –
1750 mn 30% Growth
over LY
Increase GP to
165 mn.
Increase Market Share Improve Operation Efficiency
NP– 144.3 mn.
Manufacturing costs Reduce overhead costs
Delivery preparedness
Strong Communication to convert
AXT customers – to contribute 15%
to 30%
Improve Distribution / Reach
Multi Level Distribution
Relationship in 4 markets
To contribute 7% to the 30%
Improve Offering
Re-look at excess staffing in
select Branch locations
Reduce Branch operating
costs by 4.5%
Improve by introducing VA/VE
projects
New pricing policies to be ready
by Dec end
Reduce product development
to 12 weeks
Reduce product dev period
Gear up e-Based services to
handle variants
Planning Effectiveness
Technology to aid data availability
Financial
Market
Internal
Launch of New product
New launch on Jan
Contribute 8% to 30%
Reduce costs on Commissions
Reduce by 2%
Contribution – 17 mn
28
What we do
Our Approach
Challenges
You can…
We deliver…
Consulting
Ibhar would help organizations Map their Strategies, Align and communicate it clearly across the organization.

29. REDUCING GAP BETWEEN PLANNING & EXECUTION
Process Metrics and Measurements
Ibhar would assist in identifying and building measures which will
determine how well process elements work based on :
Cost Effectiveness
Reliability
Flexibility or Responsiveness
29
What we do
Our Approach
Challenges
You can…
We deliver…
Consulting
Ibhar’s consultants, each with over many years of expertise in the Manufacturing Industry assist in evolving
measures and defining responsibility within the organization.
Benchmarks and Targets would be defined and measurement techniques evolved to ensure key objectives
are tracked and managed effectively.
Ibhar would assist in evolving clearly
measurable metrics for each Job role.
Job Roles and definition of measures Continuous Improvements (Kaizen, SEDAC, 6Sigma)
Ibhar would assist in introducing continuous improvement
methodologies and implement frameworks to manage
continuous improvements.

30. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Results that you will achieve by implementing the IbharCPM solution….
You can manage all areas of the business anytime and ensure that all plans are
executed on time. Named personnel would be responsible to achieve agreed objectives.
A
B
C
Evolve clear plans on achieving each Result objective and act with a higher
understanding of contributing factors. Take and Communicate Decisions and
monitor implementation and effectiveness of the decision.
Get Employees to know what needs to be done by them and empower them with
information to manage against using a report end of the month to analyze what did not work.
D Bring about a clear focus on continuous improvements and build a learning,
knowledge based organization.
E Leverage investments made in ERP, other systems and “manage getting done”
against “managing what did not work”.
F Build a Objective, Motivated and Result oriented workforce.

31. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
We also deliver…
Ibhar through a range of Performance oriented solution helps an organization improve its competitive edge.
Other Ibhar solutions for the Insurance Industry include
Performance Appraisal
Reward employees objectively using a fully integrated Performance Appraisal system linked to Goals,
Objectives, Outputs and Competencies of an individual.
Continuous Improvement & Suggestions Management
Use a structured system to bring about continuous improvement with correctly identifying root causes and
well defined improvement ideas. Standardize successful ideas.
Customer Service
Track complaints and improve customer and broker satisfaction. Improve turn around times and create
higher levels of accountability within the service functions of the organization.
Sales Performance management
Business development people can now record opportunities and access relevant information on prospects
and customers. Information on opportunities in the pipeline, conversion and losses are automatically
available to senior management for review.
Budgeting and Planning release date end 2010
Financial Planning and Budgeting supported with comprehensive top down and bottom up budget
preparation tools enhance the ability to accurately complete budgeting on time.
Risk Management release date end 2010
Assess Operational risks, define Controls that have been put in place and audit periodically to manage risks.
Using Heat matrix and other supporting tools build risk profiles. Plan continuous improvements to reduce
and mitigate risk.

32. REDUCING GAP BETWEEN PLANNING & EXECUTION
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What we do
Our Approach
Challenges
You can…
We deliver…
Contacts:
IBHAR TECHNOLOGIES PVT. LTD.
162 Mount Road
“Metro Plaza” 2nd Floor
Chennai – INDIA 600 002
Kenya Partner :
Hyperthink systems limited, Kenya
Kilimani, Nairobi
Ravikumar V
ravikumarv@hyperthinksys.com