ARC's Bob Mick's and Dick Hill's Dashboard & Role Based Portals Presentation at ARC's 2008 Industry Forum in Orlando, FL.

1. Performance Driven Dashboards
& Role-Based Portals
Dick Hill
ARC Advisory Group
Vice President
dhill@arcweb.com
Bob Mick
ARC Advisory Group
Vice President
bmick@arcweb.com

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Agenda
Issues and Drivers
Manufacturing Performance
Technology Considerations
Supplier Strategies
Innovation and Web 2.0
Panel Discussion

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What Business Issues are Behind Role-
based Portals?
 Business-based Performance
 Improve Operations Effectiveness and
Productivity
 Seamless Integration of Islands of
Information
 Information Overloading
 Fostering Innovation
 Changing Demographics
 Get the Right Information to the Right Person
who can take the Right Actions

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What is Your Role?
EH&S Operations
Maintenance Management
Requires Bringing the Information you
need to You when you need it!

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What is Optimum for You?
EH&S Operations
Maintenance Management
Different Views of the Same Information
Data Sets

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Where Do You Need Role-Based Portals?
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…Wherever decisions are being made that
impact your business!

7. People-Centric Technology
… Dashboards to Portals …

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More Business Objectives Focus On People
On the Road to Action
 Common High Level Objectives
• Better Decisions
• Higher Productivity
• Innovation
 Execution Requires Drilling Down a Level
• This is where it gets really interesting
• Analyzing Performance Initiatives

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Manufacturing Performance Initiatives
“People-Centric” Up Front – Others Are Important Too
Visibility, Role-based,
Collaboration, Flexibility
Uptime, OEE, Cost
AssetsPeople
Analytics, Knowledge,
Compliance, Actionable
Information
& Events
Workflow & Business
Process Automation
Processes
Production Management
Manufacturing Operations
Business Management
Business Operations
Product
Definitions
& Production
Capabilities
WIP &
Inventory
Status
Production
Orders
Order
Completion
& Resource
Consumption
NA
EMEA Asia
…
Suppliers
PLM Logistics
Customers

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Start with the Business Need – Not Technology
There are a Range of People Needs and Solutions Differ
Better Decisions InnovationHigher Productivity
Collaboration
Tools
Web 2.0
Technology Often Defines the Language
But is not the Biggest Challenge
Diverse Needs
Lacks Visibility Lacks Context
Dashboards
With Drill Down
Role-Based
Environments
Lacks Flexibility

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Strategies and Requirements
Some Ideas …
 Decisions (Visibility)
• Key information, current, when to take action
 Productivity (Context, Role-based)
• Quality user interface (focused, easy, fast, …)
• Match skills of the role – environment
• Information needed to do the Job
 Innovation (Flexibility, Collaboration)
• Ability to tune the work environment
• Role-based tools (Do more with less IT skills)
• Collaborative tools

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Technology Considerations for Solutions
A Lot of Work Goes On Behind the Screens
Build on a Solid Technology Strategy
Partner With Technology Platform Supplier
Technology
Platform
Administration
Monitoring
(Reliability)
Diverse User
Environments
(Portal, email, …)
Privacy & Safety
(Security)
Consistent Workflow
& Integration
(Processes)
Role-specific Tools
(Configurable)
Alerts, Events
(Actions)
High Quality
Information
Management
(RDB, MDM, …)
Architecture
& Interoperability
(SOA)

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Software Suppliers Are Targeting Performance
Dashboards, Role-based Portals & Tools, …
 Application Suppliers
• Adopting technology platforms
• Building vertical industry
performance solutions
• Building performance dashboards
with drill down
• Building role-specific environments
 Technology Suppliers
• Improving Portal Environments
• Adding Web 2.0 capabilities
(Wiki, blogs, RSS, Tagging, …
• Developing tools for non-
programmers – flexibility
• Working with Application suppliers
A Better Starting Point for You to
Improve People Performance
Information Worker
Environments
Technology Platform
•Portal Environments
•Portal Components
•Process Engine
•Relational Database
•Content Management
•Security
•Service Registry
•Development tools
•Operating System
•Suites
•Industry Solutions
•Dashboards
•Portal Components
•Role Environments
•Email Integration
•Service Enablement

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“Web 2.0”
More Than Technology (Isn’t everything?)
 New Technologies?
• A collection of wiki, blog, RSS,
mashup, tagging, …
(actually not all that new)
 Enabling Innovation
 Emphasize Collaboration
and Flexibility
 New behavior?
• Yes, for many people
 New business model?
• Doubtful. New possibilities? Yes
Finally, Making Progress On People Collaboration Tools
Information Worker
Environments
Application
Environments
(thick client)
Web Sites
(Browser)
Portal
Frameworks
Flexible
Role-based Tools
“Web 2.0”
Pervasive
Application
Environments
(email, spreadsheet)
Familiar Environments
Latest Developments

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Summary
Define Business Objectives Clearly
 Not lacking in areas to
improve
… but which ones
… what is the real cost?
 Not lacking in technology
… need to partner with
suppliers
 Behind the screen work is
non-trivial
 Get ready for a new wave of
people oriented solutions
…how can they really help?
Striving for New Levels of
Performance and Innovation
Better Decisions InnovationHigher Productivity
Collaboration
Tools
Web 2.0
Diverse Needs
Lacks Visibility Lacks Context
Dashboards
With Drill Down
Role-Based
Environments
Lacks Flexibility

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Thank You
For more information, contact Bob Mick or Dick Hill
at bmick@arcweb.com or dhill@arcweb.com

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Discussion Questions
 What are some of YOUR experiences?
 What justification have you used to develop
and deploy role-based portal?
 Where have you seen the benefits?
 Has the workforce accepted these tools?
 What sort of training has been required?
 Any “Roles” NOT covered by your current
approach?
 Deployment Experiences? Good or Bad