This document outlines steps for refreshing an enterprise performance management (EPM) roadmap. It discusses defining EPM and prioritizing initiatives based on business value. The roadmap focuses on connecting people, processes, and technology around key performance areas like customers, costs, and employees. High-value initiatives include upgrading systems, integrating business intelligence, and improving workflows. The goal is to create an interactive EPM system that connects strategic planning to operational reporting and analytics to drive better decision-making.

1. How to Refresh your Enterprise
Performance Management Road-map
Ron Dimon, Partner – Advisory Services
CheckPoint Consulting, LLC
RDimon@CheckPointLLC.com

2. Enterprise Performance Management
How to Refresh your Enterprise Performance
Management Road-map
1.CONTEXT: What, exactly, is EPM?
2.PRIORITIES: Business Value
3.INITIATIVES: People, Process, Technology
4.ROAD-MAP: What’s possible & what’s do-able
5.WOW FACTOR: The connections

3. TRANSACTIONAL EXECUTION
What do we want to How will it happen (who,
happen? what, by when?)
STRATEGIC OBJECTVES
Drivers +
Annual Plan
Strat Plan Targets
Forecast
What If Constraints Workforce
Scenarios CapEx
P&L, B/S, C/F
Modeling Planning
Common Rules
Common Definitions
Common Hierarchies
eR
-- e R
Automated tie-out
s ac e o F
tt s ac er o F
des ab c a F
des ab-tt c a F
r
Analytics Reporting Management
-
Consolidation
Trending
Variance
Self-serve, Metrics
Profitability Statutory
Root-Cause Consolidation,
Drill down, slice/dice
Flash
Why did we get What happened?
what we got?

4. Business Priorities
Customer
Customer
“What drives Value?”
Retention
Retention
Employee
Employee
Engagement
Engagement
Cost
Cost
Qualified
Qualified
Leads
Leads

5. EPM Initiatives
The intersection of the management cycle & business priorities
Customer Qualified Employee
Cost
Retention Leads Engagement
Planning Cross-sell Marketing Hiring / SG&A
Plan Plan Training Plan Forecast
Reporting Customer Pipeline Productivity Spend
Profitability funnel variance
Analytics CLV Conversion Skills vs Margin
rates Tenure benchmarks
Modeling Loyalty Segmentation Variable Shared
program costs Comp Services
The Middle MDM of MDM of MDM of MDM of
Customer Channel Employee Account/Entity

6. Short-term/Foundational
Initiatives
• DRM (& EPMA) & ETL
• DRM Workflow
• 11.1.2.2 Upgrades
– Configurable Dimensions
– Predictive Planning
• BI Integration
• Other burning platforms

7. Prioritize Initiatives
High
Low
Hard Easy

8. Prioritization Criteria
• Business Value
– Number of connections on value map (0.25)
– Number of mentions on value map (0.50)
– Relative Materiality (0.15)
– Relative Volatility (0.10)
• Ease of Implementation
– Data Availability & Integration (0.40)
– System & Process readiness (0.10)
– Data Quality (0.30)
– Data Granularity match (0.20)

9. WOW Factor
• The connections
– Models  Plans (Drivers, Targets, Constraints)
– Plans  Reports (Variance, Re-forecast)
– Reports  Analytics (Drill down, Self-serve)
– Analytics  Models (Fact-based, Predictive)
• Connecting to the Middle
– DRM, EPMA
– Common front-end
• Bonus connections

10. Drill Paths

11. Survey Results

12. More details coming
RDimon@CheckPointLLC.com