This document provides an overview of capabilities in business performance management and analytics. It discusses critical competencies including executive dashboarding, analytics and insights. It demonstrates dashboard and data analysis capabilities using a sample sales dataset in Tableau. Key recommendations from the data analysis include reviewing pricing and segmentation strategies. The document also discusses data integration and the value proposition of these analytical skills and applications.

1. Value thru Business Performance Mgt
Mark Anthony Siason, ME, MPA (Org. & Mgt.)

2. C a p a b i l i t i e s P o r t f o l i o
Executive Dashboarding, Analytics, and Performance Management
M Mark Anthony Siason
Communication & Team player
Organizational & Process Oriented
Analytical & Tech Savvy
Leadership & Management
High
High
High
High
Quality Management, Analytics, Business Performance
Mark Anthon Siason
This presentation provides a snapshot into the business performance management and analytical capabilities.
This does not limit however the other portfolio of skills and capabilities brought about by experience and deep
study into the workings of organization, bestpractices, frontiers of capabilities and technological millieues.
Results-driven professional,
specialising in quality systems &
management, strategy, governance,
project management and corporate
performance. Demonstrates a
comprehensive knowledge of strategic
management function, and integral
elements of quality systems and
governance, strategic projects, and
performance control.

3.  Critical Competencies
 E-Dashboarding
 Analytics & Insights
 Demo
 Integration
 Value Proposition
Topics

4. Critical Competencies
The creation of the Strategic Planning and Business Development Division has been presipitated by organizational
necessity post by prevailing structural and systemic issues and emerging challenges faced by SaleCo.
 Visibility
 Accountability
 Organizational
Learning
 Business Insights
 Strategic Control
Impact
Analytics
Integration and
Performance Control
Executive
Dashboard
1 2
3

5.  Critical Competencies
 E-Dashboarding
 Analytics & Insights
 Demo
 Integration
 Value Proposition
Topics

6. E-Dashboard
 E-Dashboards are specifically designed to
focus on key elements/measures of the
business and reduce complexity.
 Dashboards provide a first line of sight on
critical business challenges and risks.
 However, for in-depth investigation and
insights, an E-Dashboard is inadequate.
 E-Dahsboarding could be easily accomplished
using various solutions: SAS, Sharepoint,
Filemaker, Tableau, SpotFire, etc.
C-Level and Executive Dashboards are designed to be simplistic and providing first find, first
shot capability to Critical measures about the business.

7.  Critical Competencies
 E-Dashboarding
 Analytics & Insights
 Demo
 Integration
 Value Proposition
Topics

8. Analytics
 Further statistical and mathematical
investigations can be taken after an issue is
found on E-Dashboard to provide insights that
aid in the inferential, predictive and
prescriptive aspects of BPM.
 Other adhoc performance and strategic
investigations can be done using stand-alone
analytics tools.
 Desktop business analytics applications like
IBM SPSS Statistics, and SAS JMP can be
essential to provide this capability.
E-dashboard is important, but a parallel Analytics capability is essential to augment the
limitations of the dashboard.

9.  Critical Competencies
 E-Dashboarding
 Analytics & Insights
 Demo
 Integration
 Value Proposition
Topics

10. Demo: Sampe Superstore
 As best practice, data integrity is important at
the source. So it is important to clean the data
first before connecting them to analytics
engines.
 Most dashboaridng solutions and visual
analytics have common capability to import or
do live connections to Excel sheet data.
 The first thing we need to do is to clean the
data and produce a simple Excel Data List
which we need to connect later on to analytics
tools may it be cloud based like Tableau or
stand alone anaytics like SPSS.
Sales data in Excel Sheet has been downloaded from the Internet and used as a case for
creating a Sales Dashboard. We will be using Tableau visual analytics tool to create the
Dashboard.

11. Strategic Planning and Business development

12. 1. Import the Sample Superstore data to Tableau. Here we are using the more limited & free
Tableau Public.

13. 2. The next step is to build the individual components of the Dashboard called Worksheets.
In this case, we would like to see sales and profit data by Geography and by Category.

14. 3. Then we arrange the component Worksheets into a consolidated Dashboard. This would
autoupdate changes in the excel file or if this has live connection with Data base server, it would
also update live any data changes. (Click this Link to view actual Tableau Dashboard)
 Glaring
discrepancy in
2012 data.
 Sharp decline in
sales and profit
in Central and
Western regions
 Increase in sales
but negative
profits in
Southern Region
Observations:

15. 3. Doing a drill down analysis of the Sales figures on Southern Region reveal drastic increase in
Sales from $232.42 to $42,614.83 from 2011 to 2012. The only problem with that is that sales
have been made at a loss.
Recommended Action:
1. Change Pricing Strategy/Policy
2. Change Manager

16. 4. Drilling into the steep dive in sales and profit for Central Region from 2011 to 2012 makes us
suspect a Segmentation Strategy issue.
Recommended Action:
1. Change Pricing Strategy/Policy
2. Change Manager

17. 5. Suspecting a Segmention issue for 2012, we went ahead to create another worksheet to
show sales and profit by segment.
 Sales and profit were
driven by high Corporate
sales for 2011.
 The focus on driving
Home Office sales in 2012
caused increase sales but
mostly were sold at highly
discounted prices hitting
on margins (negative).
Recommended Action:
1. Review Segmention strategy
with focus on driving high-margin
Corporate sales.
2. Review Home Office pricing
strategy.
3. Include segmentation data on
Dashboard.

18. 5. Adjusted Dashboard including Segmentation sales and profit data.

19.  Critical Competencies
 E-Dashboarding
 Analytics & Insights
 Demo
 Integration
 Value Proposition
Topics

20. Integration of data
Among the challenging aspects of building E-Dashboard and visualization is how data is
integrated from various sources, including the periodic updating.
 Map out all relevant data to be periodically
collected and assign accountable persons
to report.
 Tie up reporting performance to personal
and departmental performance evaluation.
 Filemaker could be a good
integration platform to automate
collection of data from relevant
sources with user-specific log-in and
credentials

21.  Critical Competencies
 E-Dashboarding
 Analytics & Insights
 Demo
 Integration
 Value Proposition
Topics

22. Value Proposition
Business Performance Management for SaleCo requires critical set of competencies and
capabilities along 3 areas.
It is in these areas that the Candidate could confidently contribute plus a lot more.
# Critical Competencies Remarks Applications
1 E-Dashboard Creation
 Proficient in using Tableau for visual
analytics and E-Dashboarding
2 Analytics and insights
 Profiicient in using SPSS Statistics and
SAS JMP for more in depth data
analysis.
 Background in Statistics and Research
3
Integration/Performance
Control
• Proficient in developing Filemaker
application as platform for data reporting
and Performance acocuntabilities.

23. Thank You.