Business Performance Visualization – Beyond BI Visualization – Beyond BI

White Paper

Published: Sept 2011

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Contents

Introduction ………………………………………. 3

Business Value of Visualized Information ………………………………………. 4

Business Performance Framework - a Visual Approach ………………………………………. 5

Business Visualization Framework Guide ………………………………………………………7

Extract from Microsoft BI Whitepaper ………………………………………………………..8

Introduction

There’s little doubt that current enterprise data offers challenges in availability and accessibility for insight, review and decision making.

Business processes are intertwined with data in fundamental ways:

-Transaction Data creation

-Master data to support process execution

-Data logging of process execution

-Analysis of performance data for trends

-Review of transaction history for predictive analysis

-Decision support for performance improvement

Enterprise data sources (in the Microsoft context these include MS Sales Data, Sales Quota and Budget information, Financial Plans for subsidiaries, segments and products, Employee data, Product SKUs, Pricing and Licensing information) when appropriately accessed provide the insight and support Executives, Managers and Users seek.

Business Value of Visualized Information

Information drives actions when it is presented in a modality that aligns to the perspective, decision scope, and strategic impact of the viewer:

-Executives: Worldwide View, Comparative Performance across areas, regions, product lines. KPIs to track success and trajectory of funded strategic initiatives for current fiscal timeframe. Performance vis-à-vis competitors / market leaders is key for this audience.

-Area, Segment and Product leaders: Performance against budget, trajectory of sales growth and pipeline to meet/exceed quotas. Highlight ‘over’ and ‘under’ achievement. Opportunity set – with qualitative metrics that assess sales and marketing performance. Competitive win/loss record to tune market approach and selling tools/support.

-Product Managers, Sales & Marketing Managers: Drill-down into performance by specific products, sales territories and sales teams, marketing campaign results and competitive win/loss record

Business Performance Framework – a Visual Approach

Any enterprise with global operations (and aspirations) has an imperative to be able to track with equal ease:

- Overall Business Performance at the global level – by business unit or product line

- Drill-down into performance at the smallest unit under management i.e. account manager/salesperson, territory, product or account

Today’s computing technology offers highly intuitive visual interfaces that combine the following dimensions on a single view:

-Geography (Worldwide view – with drill-down to specific sales location or account)

-Time period: Current fiscal year, previous year, drill-down to current month, quarter

-Segments: Aligned to sales structure and coverage model for large, medium and small enterprises

-Products: Product Families and individual product views

With the Business Performance Framework you can:

-Track performance

-Assess gaps and opportunities

-Implement agile market-focused initiatives

-Increase sales productivity and marketing ROI

Deploy your scare organization resources - whether they are people, programs, or capital assets—to achieve the highest market share and profitability for your enterprise. Getting the right information to the right people faster is the first step – the actionable view is when they can uncover insights that will drive improvement in performance.

Business Visualization Framework Guide

© 2011Blissful Consulting Corporation. All rights reserved.

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