portal dashboards 101 - ibm€¦ · – work with bi data as a service that can interact with data...

IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI

Portal Dashboards 101

Phillip de Ridder


Agenda

• The platform for success• Dashboard Accelerator v6.1.2• Customer Examples• Demo


A portal framework provides integrated access to people, applications, processes and information can support innovation that matters.

ApplicationsContent

People Processes

B2E Portals improve employee productivity and rapid decision making

B2B Portals build partner relationships through integration with your business processes

B2C Portals increase customer loyalty and cross-sell revenue

CommonPortal

Framework


Employee and

Manager Self Service

Company Intranets

CustomerExperience

PerformanceDashboards

Partners

IBM is helping customers deliver the user experiences

they choose to their partners, employees, customers, or citizens, with flexibility for change and based on open

standards.


Portal Accelerators Business challenges vs. Technology

• Integrated packages that easily snap-on to WebSphere Portal to deliver rapid time-to-value for specific business challenges – Prebuilt capabilities targeting specific business needs – Easily tailored for different roles and user types

• Supports anytime and anywhere access from browser, rich client, and mobile devices

– Start small. Snap on additional Accelerators for additional value

• Accelerators help customers to dramatically speed time to value and reduce the cost of deploying portal-based business solutions– Shorten implementation cycles

– Realize Time to Value without sacrificing flexibility– Realize quicker ROI on portal investment– Highly flexible, configurable, and scalable

Accelerators are integrated packages that easily snap-on to Portal and address a specific business need


Copyright 2005 Harvard Business School Publishing Corporation. All Rights Reserved.

Is Your Organization Performing to its Potential? 9 out of 10 Are Not

“The prize for closing the performance gap is huge – an increase of anywhere

from 60% to 100% for most organizations”

Harvard Business Review *

Where Performance Losses Occur

*Michael C. Mankins and Richard Steele, “Turning Great Strategy into Great Performance,” Harvard Business Review, July-August 2005.


How Your Industry Peers are Responding

“Not surprisingly, the dashboard and scorecard segment is on fire. As companies strive to expand the use of PM across the business, dashboards are appearing in all manner of forms, from dedicated products to components of other applications.”

John Hagerty, VP Research AMR Research

“AMR Research Reports Performance Management Spending Will Near $23B in 2006”

Organizations spent $5.2 billion on performance dashboards and scorecards in 2006 – up 26% from 2005


Why are Dashboards so HOT?Executives Today Are Under Constant Pressure to…

• Improve Decision Quality– Improve decision making with consolidated, timely, contextual data– Alert managers to deviations, averting potential problems– Facilitate management by exception

• Speed Decision Execution– Focus teams on key business objectives– Eliminate manual processes / reduce data inaccuracies– Improve transparency in the organization– More interactivity to accelerate problem resolution

• Monitor and Improve Daily Operations– Provide better customer/partner service– Improve supply chain effectiveness / visibility– Maintain compliance to industry and regulatory mandates

As many as 70% of CEO failures result not from a poor strategy, but from a lack of execution*

* Fortune Magazine, “Why CEO’s Fail”, Ram Charan and Geoffery Colvin, June 21, 1999, p. 69.


…But Are Still Relying on Spreadsheets….•Where are Companies Managing Performance Data Today?

– Spreadsheets, Presentation Files

•Hidden Costs, Risks – Change Management

• Who has the “official” latest version? • How many spreadsheets have to be updated when a KPI changes? • How responsive can the organization be to change?

– Information Visibility and Transparent Insight • How long does it take to “scrub” and present data? • Does management have real-time visibility into the latest performance status of an

objective? • Is there a “single source” of truth?

– Margin of Error • Inherent in manual data input and manual spreadsheet routing • How long does it take to recreate lost or erroneous data?

– Knowledge Retrieval • How is information shared in a decentralized organization?

50% of companies today are managing performance data in

spreadsheets*

* Source: BSCOL Member Survey, Spring 2006


…as Demand Grows for Real-time Insight

Obtaining the information to make executive decisions can be time consuming and costly…– Diverse data sources – Manual, inefficient, time-consuming processes (e.g., sifting through reports, spreadsheets, etc.)– Finding the information often requires the specialized skills of a business analyst or IT programmer– Poor data quality / inaccuracies

Instantaneous need for information increased almost 3X from 2002 to 2006


Dashboard Accelerator v6.1.2


DB2

BI Data SAP, Siebel

Domino

Web Service

IBM Dashboard Accelerator

Helps organizations reach performance data wherever it resides, delivering it as real-time key performance indicators via personalized, portal-based dashboards. It also provides alerts and tools to help users take action at the greatest point of impact - before issues become critical.

Drive Alignment around a common, visible set of goals

Automate manual or resource-intensive processes with personalized, graphical UI tailored to each job role

Access information wherever it resides with integrated, real-time views

Take Action through intuitive views that aid proactive response to issues via Portal collaboration and workflow integration

Cut Costs using rapid assembly tools that cut the time, cost, and skills required to build dashboards


New Dashboard Accelerator Deployments Inside IBM

Review latest (weekly) WPLC forecast and business outlook for quarter.

Visibility into SWG enablement/training investment being made in different brand and regions and productivity yield

Visibility into SWG sales resources, how deployed, skills, productivity and productivity. Gain insight necessary for sales workforce strengthening. Enable strategic decisions.

Align Specialty and Brand Resources with SWG Pipeline Opportunities. Ensure Specialty/Brand Coverage and Progressing to Close

Visibility into WPLC competitive deals and resource coverage

Business FocusWPLC Sales Management

SWG Sales and Senior Management

SWG Sales and Senior Management.

SWG NEIOT Sales and Senior Management

WPLC Sales Management and Competitive Team

Audience


IBM Dashboard Accelerator V6.1.2 Introduces… iWidget Support!

• Dashboard Accelerator will add ability to create iWidgets as well as portlets

• For seamless deployment of Dashboard Components to IBM Mashup Center– Extends Widget Factory to generate iWidget 1.0

compliant dashboard components – Supports widget customization and events at runtime

• Enabling dashboard features/builders to run on iWidgets platforms– Filters– Charts– Maps– Tables– Reports– Annotations– Connectors to BI systems

IBM Dashboard Accelerator 6.1.2Other features & capabilities

• Business Intelligence Builders– Surface Cognos, Hyperion or Business Objects data in a Portal

dashboard– Easily integrate with other data sources through rich, interactive UI

• Dashboards Everywhere– Build once, deploy where you need

Portal, WAS, Notes 8, Quickr teamrooms, Blackberry devices, Mashups and Sametime clients*

• Enhanced Dashboard SMS Alerting– Now covering more than 600 networks in 200 countries

• New WebCharts 3D and Flash Animated Charts• Builder Enhancements• Flexible, Customizable Scorecard

*Sametime integration available as Tech Preview


Build Composite Dashboards from Business Intelligence Tools

• Business Objects Builder – Reads data from Business Objects reports it to other

Dashboard builders to generate dashboard charts and reports

– Supports Business Objects Enterprise XI R2

• Hyperion Builder– Reads data from in Hyperion’s Essbase cube– Provides it to other Dashboard builders to generate charts

an reports– Supports Essbase 7.x and 9.x

• Cognos Builder – Provides the ability to select and query data from Cognos

reports– Provides XML data as input for other Dashboard builders to

generate charts and reports – Investment protection: Leverages reports that customers

already have in place– Supports Cognos BI 8.x

data cube

BO, Hyperion or Cognos builder

data

XMLdata

Other WDF builders

WDF Application


Assembling Information into New Intuitive Role Based Contexts

• Boost user productivity by placing information in the right context – Work with BI data as a service that can interact with data from other databases, desktop apps, ERP systems, datamarts, web

resources, collaborative data stores and more

• Span BI and other Operational Data Sources– 50% of companies have between 4-13 different BI solutions (Forrester)

IT Operations View

Business Unit Satisfaction

Uptime Utilization

SeniorExecutive

View

Patterns Efficiency Risk Compliance

Division View

Statistics Effectiveness Resources

ERP System

Data Warehouse

Cognos BI System 2Domino

WebSphere Portal Layer

• Dashboard Accelerator provides a way to create…– customized, personalized

views – spanning disparate

information– at a low resource cost

Source: David Gootzit Gartner PCC Summit, 2007


Automatic Drilldown Builder

• Generates UI and automatic drill down capabilities for information coming from any data source, including multi-dimensional data

• Allows end user to drill up or down through the data

• Reads and presents data from the BI data access builders

Business Objects builder

Cognosbuilder

Hyperionbuilder

data data data

XMLdata

XMLdata

XMLdata

Automatic Drilldown

builder

Automatic Drilldown

builder

Automatic Drilldown

builder

WDF Application


Example: Cognos Builder

Execute the Report and Query

Retrieve XML Data

Display Report Version

Traverse Available Reports


Display BI Data Elements or Reports in Portlet

Multi-Dimensional Cognos Portlet

Individual or Calculated Cognos Element


… to Mashup Center

Dashboards Everywhere Extended deployment options

• Build Once, deploy same dashboard to any client

…to WebSphere Portal or WAS

… to Notes 8

… to a Sametime Client*

… to a Quickr Teamroom… to a Blackberry

* ST support available as Tech Preview


Dashboards Everywhere

WAS

Base Model

Sametime ClientWebSphere Portal

Notes

Quickr

Portlet Adapter builder

Widget Adapter builder

Mashup Center


Broader SMS Alerting

• Broader SMS Alerting Coverage– Now customers can use Clickatell and CellTrust SMS gateways send alerts from Dashboard

applications – More carriers in more countries

• Clickatell SMS Gateway – serves 600 networks in 200 countries • CellTrust RelationshipMobile – 400 carriers in 160 countries

– Increased customer sat over our prior solution


Enhanced Charting

• Now includes Greenpoint WebCharts 3D version 5.2

• Enhanced charts, maps, gauges and design capabilities

• Animated, flash, 3D options

• Users can choose which chart to use on-the-fly


Scorecard Flexibility

• More Flexibility to Organize and Navigate Scorecards – Support for more layers of nested objectives – Reusable and Shared objectives – Objective Categories let users tag objectives with a keyword and then filter a

scorecard by category

• Group Scorecards – Hierarchy-independent -- can be used independent of LDAP – Create any number of scorecards per user, Name and categorize scorecards

however you desire

• Use WDF to Customize the Scorecard – New public API with JavaDoc for querying and presenting custom views of

scorecard data. – More and enhanced Web Services for querying scorecards, perspectives,

objectives, initiatives, targets, actual values, linkages, etc. – Objectives and Initiatives are now URL-addressable

• Flexible Scorecard Deployment Options – Enhanced mini-scorecard with new JSR 168 support – Deployable to Notes 8 or Sametime using Expeditor


WebSphere Business Monitor

•REST based Builder for accessing WebSphere Business Monitor

•Leverage KPIs and metrics that WebSphere Business Monitor has calculated

•Extends and enhances investment in WebSphere Business Monitor by providing presentation and integration flexibility

•Ties Portal / WDF into IBM SOA story•Available NOW in the IBM SOA Catalog and Lotus Business Solutions Catalog

WebSphere Business Monitor builder

data

XMLdata

Other WDF builders

WDF Application

Business Monitor

historyDB2

ESBProcess Server


Excel Data Enhancements

• 50% of all operational data is tracked in spreadsheets or presentation files today

• This builder enables more robust features that simplify spreadsheet data import into a Dashboard– handle data of particular formats

– handle excel pivot tables

– handle sheets with spaces in tab names

– customization of generated schema

– cell selection widget

– import of a single/specific data row


Transformation and Calculation

• Calculation Builder– A new builder that can perform

calculations on XML data– Supports three types of calculations:

Row Calculation, Column Calculation and Row-Column Combined Calculation.

• Enhanced Annotation Builder– Expands existing Annotation builder by enabling ability for comment authors to edit their annotations

• New WebSphere Business Modeler Builder – Lets WBM Data surface through a unified Dashboard in WebSphere Portal – Available via WebSphere Portal Catalog

Row-Column Calculation


Customer Examples


• Profile– One of Canada’s largest non-regulated electric generation and

wholesale marketing companies– 49 Facilities: Canada, US, Mexico & Australia

• Challenges– Provide real-time KPIs of plant operations– Monitor/regulate over capacity generation– Ensure compliance to stringent environmental requirements

(emissions, greenhouse gas)– Surface data from SAP, Domino, DBs

TransAltaRole-Based Emissions Dashboard

• Solution Results– Real-Time Emissions Dashboard for proactive operations management and problem resolution– Role-based views for Executive Manager, Plant Manager, Environment and Safety, Operator

• Customer Webinar Replayhttp://event.on24.com/eventRegistration/EventLobbyServlet?target=lobby.jsp&eventid=24654&sessionid=1&key=16E78C04F2E795B4A2503BA70F0C6824&eventuserid=6951129


• Customer Profile– Supply chain and distribution services for oil, gas and chemical products,

Revenues of $8B+

• Challenges– Sales and Marketing spent hours per day gathering data to respond to

customer requests– Finance personnel spent too much time/effort gathering, analyzing and

reconciling billing info– Only business analysts could manually create new reports– Disparate information in custom DB2, SAP and Oracle applications

TransMontaigne Visibility Across Disparate Systems

• Solution Results – Increased Revenue: Visibility/access to customer, product, service & sales information. Fewer missed or under-billed situations– Operational Efficiency: Eliminate manual report creation, speed response to customer inquiries – Improved Decision Making: Immediate access to accurate, transactional information and alerts of issues when they happen– Accelerated ROI: Existing RPG developers able to learn and deliver dashboard in 3 weeks


• Company Profile– Fortune 100 Company– $19B+ in Revenue

• Challenges– Weekly and Monthly performance tracking reports were emailed to 300+

users.– Inconsistent metrics and formats across the reports did not provide an

integrated view of performance across the division– Highly manual process with room for error– Little security around data and access to data.

Abbott Labs Pharmaceutical Dashboard

• Results– Easier to interpret the data & trends through graphical representations.– Data quality is enhanced through the on-line audit & approval process.– Economic solution to email and data archiving.– Data is readily accessible at any time which leads to increased productivity.– Integrated key performance indicators across the products.– Data is secure, and visibility can be changed through role-based user groups. – Dashboard helps align corporate strategy and leverages existing WebSphere infrastructure– Abbott Customer Webinar Replay:

http://event.on24.com/eventRegistration/EventLobbyServlet?target=lobby.jsp&eventid=27947&sessionid=1&key=DCF6BFC48D7B153EFD2EAD4196EF55DC&eventuserid=7716892

Pharmaceutical Products Division




• Profile– Third largest copper and zinc producer in Europe– 4500 employees and $5 billion annual turnover – Adopted Balanced Scorecard to drive performance and competitive

advantage• Challenges

– Needed effective communication tool to help employees understand how they contribute to company value

– Needed to automatically access performance information from a range of systems and data sources

Boliden Balanced Scorecard Performance Dashboard

• Results – The daily tracking and “publication” of personal targets give both direction and motivation and thus a significant boost to performance– Personalized performance dashboards helps employee understand their role in company success – Web Services allow Boliden to access and show real time status of objectives – Web application reinforces goals to employees daily. Visibility increases their motivation to perform– Graphical UI and collaboration of IBM performance dashboards helps drive adoption


Dashboards

Make Information Available to a Wider Audience

My role base workplace

Scorecard Dashboards Work Team

Welcome John Jones

A role based workplace which integrates relevant metrics into the context of the agreed-to objectives and

business initiatives.

Leverage the strength of an open-standards portal environment to deploy solutions

DashboardsDashboardsdrill

down

data

Dynamically presenting information it in the context of user role and aligned with their work commitments – beyond the financial analyst

BI Systems OLAP / Cubes Warehouse / Mart

Enterprise Apps SAP Oracle Siebel

BPM Process

Engines Monitors

Other Domino Databases Microsoft


Deep Portal ExperienceAction-Oriented Dashboards

Metrics / KPIs

CollaborationBusiness Processes

Presentation Layer - Multi-source Data Integration

Excel

Rapid Time-to-Value (automation)

Market-leading, Standards-based Platform

Service Oriented Architecture (reuse, flexibility)

Lotus ActiveInsight

WebSphere Portal (Collaboration, security, user mgt)

Why Companies Choose IBM for Performance Dashboards


Demo


Thank You


Platforms


39

Server Platforms

Team Edition 6.1.2

Dashboard Accelerator 6.1.2

(Dashboard +

Scorecard) Windows

Server 2003, Server 2003 Enterprise X X 2000 Server and Advanced Server X X

AIX IBM AIX 5.3 X X

Linux Red Hat

Red Hat Enterprise Linux Enterprise Server v4.0 X X Red Hat Enterprise Linux Advanced Server for (x86-32) v4.0

X X

SUSE Suse SLED 9.x X X

I5 /OS (OS/400 for System i5) iSeries v5.r4 X X

Sun Solaris 10 X X

zLinux Red Hat Enterprise Linux Advanced Server 4 N/A X SUSE Linux Enterprise SLES for OS/390 9, 2.6 Kernel 31 bit

N/A X

zOS 1.7, 1.8, 1.9 N/A V6.1 only


40

Client Platforms

Microsoft Windows Vista Premium X XP Professional X 2000 Professional X

Linux Red Hat Enterprise Linux 5.1 X SUSE 10 X

Designer OS

Eclipse 3.2.x X

Designer Development Environments

Dashboard Accelerator 6.1.2

Internet Explorer IE 7.x X IE 6.0 SP1 (SP2 on Windows XP) X

Mozilla Firefox 2.0 X Firefox 1.5.x X

Browser


For more information….


Helpful Information and Documentation

• Product WebSites– Dashboard Accelerator: ibm.com/lotus/dashboardaccelerator– Lotus ActiveInsight: ibm.com/software/lotus/activeinsight– WebSphere Dashboard Framework: ibm.com/software/lotus/dashboardframework– Dashboard Accelerator Webcasts and Podcasts: http://www-01.ibm.com/software/lotus/portal/value/dashboardmedia.html

• Product Wikis– http://www-10.lotus.com/ldd/portalwiki.nsf/archive?openview&title=IBM%20Dashboard%20Accelerator&type=cat&cat=IBM%20Dashboard%20Accelerator&sort=I– http://www-10.lotus.com/ldd/pfwiki.nsf

• Redbooks– http://www.redbooks.ibm.com/redpieces/abstracts/redp4313.html– http://www.redbooks.ibm.com/redpieces/abstracts/redp4207.html

• 6.1.2 InfoCenters – http://publib.boulder.ibm.com/infocenter/wdfhelp/v6r1m0/index.jsp– http://publib.boulder.ibm.com/infocenter/aihelp/v6r1m0/index.jsp

• Support Forum – http://www-128.ibm.com/developerworks/forums/dw_forum.jsp?forum=896&cat=9

http://www-01.ibm.com/software/lotus/portal/value/dashboardmedia.html

http://www-10.lotus.com/ldd/portalwiki.nsf/archive?openview&title=IBM Dashboard Accelerator&type=cat&cat=IBM Dashboard Accelerator&sort=I

http://www-128.ibm.com/developerworks/forums/dw_forum.jsp?forum=896&cat=9

portal dashboards 101 - ibm€¦ · – work with bi data as a service that can interact with data...

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