QPR ScoreCard

QPR Software Plc through TranZen Inc. viet.tran@tranzen.ca

www.qpr.com

Why Executing the strategy with Balanced ScoreCard gives Tremendous results?
90% of organizations fail to execute their strategies. 95% of the typical workforce dont understand their organization's strategy. 70% of organizations do not link middle management incentives to strategy (Dr.David P. Norton, 2002)
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Link vision to measures

Where is the organization going?

VISION

Vision targets

How do we get there?

STRATEGY

Overall targets

What do we have to do well?

CRITICAL SUCCESS FACTORS

Strategic targets

How do we measure that it goes well?

INDIVIDUAL MEASURES

Operative targets

Action Plan, Comments

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Balance the perspectives

Financial
Yesterday
If we succeed financially, how will we look to our owners?

Customer
Today
To achieve the vision, how must we look to our customers?

Process
To satisfy our customers, in which processes should we excel?

Tomorrow

Development
To achieve our vision, how can we secure that our performance is continuously improved?

Employees
To achieve our vision, how can we ensure that our employees are continuously developed and being positive? www.qpr.com

The benefits of Balanced ScoreCard (1)

Implements strategy
Strategy becomes part of every day actions Strategy becomes the property of every employee

Communicates targets
Increases efficiency by clarifying targets Increases motivation (when connected to bonus system) Increases commitment - if you don't understand, you can't be committed

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The benefits of Balanced ScoreCard (2)

Target-setting is done from every perspective
Balanced follow-up on performance Enables quick reaction to changes

Identifies business drivers

Moves the focus from financial figures to those figures that really guide the business Management focus is transferred from has-been-done management to will-be-done management

Enables fast reaction to changes

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QPR ScoreCard is used to...

PLAN form a winning strategy and align objectives with the strategy IMPLEMENT Implement the Balanced ScoreCard methodology efficiently COMMUNICATE Communicate the strategy and targets effectively to all employees

COMMIT PEOPLE People align their own activities with the strategy and achieve better results
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Benefits from Day One

I can save time, save money, and make money from the very beginning.
Low level of IT support needed Easy to learn, develop and utilize Scorecards are instantly visible in the web Effective goal deployment from the very beginning

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High Return on Investment

QPR ScoreCard works - I can make money with it!
Payback time less than a year ROI 133% / year Remarkable time-savings Top management decision-making process becomes more efficient
(Ben Patterson, Unisys)

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Commit People on Organizational Targets

Efficient web deployment with interactive user interface
Personalized content with QPR Portal Integrate the system into everyday tasks and operations Push information via e-mail

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Unisys American Red Cross Finnair Fortum HEX DST Systems Electrolux RAG INFORMATIK GmbH Spenncon AS BAX Global I.D.C. Holding

10.000+ users in 500+ organizations Swisscom

Astra Zeneca Arla Foods Stora Enso Grafobal Spinea Celero Support NCC SCC Viatek US Marine Corp. The Finnish Defence Forces

4th Q 2002, UNDP announced the implementation of QPR BSC for over 100 offices worldwide

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QPR ScoreCard 7.2 Introduction

Collaborative Management Software Committing People to Objectives
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QPR ScoreCard
Collaborative Management Software Committing People to

Objectives
Create Strategy Awareness

Performance mgmt Web Portal Strategy Maps Strategy documents

Integrate Performance Management to Your Organization Commit People to Objectives

Design & Communication of

Management Processes Links to documents & applications

QPR ScoreCard

Clear, quantitative target setting Personalization of BSC information Interactive feedback & action planning
Monitor, Analyze & Benchmark Performance

Execute Strategy

Cascading Scorecards Warnings and E-mail alerts Personal Scorecards

Data visualization & trends Consolidation & Drill-Down Briefing Booklets Reports

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Collaborative Management Software

Collaborative Management (QPR 7)
Corporate Performance Management (CPM)
QPR Collaboration Portal QPR ScoreCard
Performance Management

QPR ProcessGuide
Process Management

Integration
CRM ABC Reporting Workflow automation Budgeting

ERP

Legacy systems

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Management based on: Action

QPR 7 is the leading Collaborative Management Software

QPR 7 supports: Decision

Focused feedback,shared Best Practises, aligned actions, alerts Focused feedback, shared Best Practises, risk identification Strategy maps, process maps, Briefing Booklets, personalized informations Measures, documentation, detailed process maps

Insight

Collaboration

Knowledge

Communication

Information

Structuring

Data

Collection

Distributed data gathering, Integration

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Benefits of QPR 7
Interactive - Commit People to Objectives Strategy-driven action Set targets and achieve them Communicate through action planning and commenting Efficient - Get results fast Easy and quick modeling of scorecards Visual and clear presentation Up-to-date information delivery on the web Email alerts for quick reaction time Flexible Meets Your Needs Customizable terminology and graphical symbols Scalable from standalone to corporate level balanced scorecard application Cost Effective Enjoy Low TCO and Fast ROI Less reporting, better information Automatic updates from variety of data sources Spend less time in measuring and more time in analyzing
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Deploying QPR ScoreCard

BSC Developer BSC Owner Interest Group / Stakeholder

Create strategy maps Create scorecards Define measures Set up consolidations Manage Users rights

View and analyze Update values Create comments Create action plans Upload Documents

Review performance Analyze strategy Create action plans See strategy in action

QPR ScoreCard D-Client

QPR Collaboration Portal

QPR Collaboration Portal

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Managing the whole Organization

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Web based Management Portal

All Strategy and Process knowledge delivered through one easy to use Web Portal www.qpr.com

Communicate Strategy with Web Enabled Strategy Maps

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Consolidated information with drill-down

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Set Clear Targets, Follow-up with action planning and commenting

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Powerful Personalization of Portal

Public bookmarks Personal home and default pages

My Responsibilities
Customizable analysis view
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Web-based Discussion & Action Planning with File Attachments True intercative feedback
channel! Give comments, analyse performance, create and assign action plans.

Break down action plans to tasks. Attach project plans to your action plans. Gather & distribute best practise lessons
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Web-enabled Briefing Booklets (1)

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Web-enabled Briefing Booklets (2)

Creating a booklet: 1. Browse and "shop" for the desired content (Add to Basket) 2. Create booklet and pages 3. Place content from basket on pages 4. Publish booklet Reading a booklet : 1. Open booklet notifications email and click on link 2. Turn page
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Fast Reaction with Email Alerts

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QPR Portal: My Measures

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Fully customizable measurement system

What to measure? How to measure?

How often?
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Automated and scheduled measure updates

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Cascade Scorecards to Entire Organization

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Risk Management
Risk identification Risk classification Impact assesment Risk mitigation Risk mgmt documentation

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Detect Exceptional Performance with Warnings

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Fully customizable measurement system

What to measure?

How to measure?

How often?
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Accelerate implementation using Measure Library

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Online Resource Centre and User Community usernet.qpr.com

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QPR Collaboration Portal

Inter-/Intra-/Extranet Corporate Network

ERP

CRM QPR Application Server / Web Application Server QPR Collaboration Portal

SCM

Documents DB

(SQL, Oracle, )

QPR SC Development Client

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QPR ScoreCard - Integration

User Interface Integration
Linked Reports (e.g. Crystal Reports, Business Objects etc.) Linked documents (e.g. MS Office) PIM Applications (e.g. Lotus Notes, MS Outlook) Portals (e.g. Corporate Intranets)

Data Integration
Data imports from ERP-, CRM-, Financial Systems (e.g. SAP, Siebel, Peoplesoft etc.) Cross application reporting (e.g. Crystal Reports, Business Objects etc.)

User Management Integration

LDAP / Windows NT / Active directory Integration

QPR API (Application Programming Interface)

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Why QPR ScoreCard ?

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BSC Software Classification

Group)
Broad Corporate Performance Management Suites

(source: Gartner

Full Integration (Closed Loop)

QPR ScoreCard Scope of implementation Degree of integration

Focused

Low (Analytical)

Balanced Scorecard Applications

Low

Business Intelligence Tools

High

Required IT Support / Skills Required Customisation

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What do I get?
The Key Benefits of QPR ScoreCard
Communicate Targets Effectively QPR ScoreCard
Efficient web deployment Personalized information Customizable to customer needs Push information with e-mail alerts Low IT overhead

PBViews SAP Hyperion

Fast building of scorecards Easy-to-use Automatic web delivery

Oracle
MS Office

Short Time-to-benefits
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How does it work?

The Key Features of QPR ScoreCard
Scalability QPR ScoreCard
Scales down to standalone usage Scales up to corporate wide usage Large amount of users, large models Available as ASP MS Office-style clients Intuitive web interface

PBViews Hyperion SAP Oracle MS Office

Easy to install Personalized information in the web

Ease of Use
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Does it work (in the future too)?

Vendor and Technology
Vendor Commitment QPR ScoreCard
Big enough (QPR has a good size)
Small enough (to be flexible and agile) Windows independent technology Any major web browser Any major web server

PBViews

Right product mix (important one, but not the last straw)

Hyperion

Any major database

SAP Oracle

MS Office

Integrate seamlessly to corporate intranet

Open, independent application

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How much does it cost?

Financial Justification
Low Total Cost of Ownership QPR ScoreCard PBViews

Fast implementation
No IT maintenance work License cost is a small fraction of TCO

MS Office

Direct financial savings in data gathering and reporting The benefits of BSC Committed people make huge impact on business success

Hyperion Oracle SAP

High Return on Investment

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User Types
Utilizers
DECISION MAKERS ARE IN THIS CATEGORY! Web Client

Developers
Model builders DClient

IT Administrators
Install and administrate the system
Share of users by type

Utilizers Developers IT dmin -A

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Why Executing the strategy with Balanced ScoreCard gives Tremendous results?
90% of organizations fail to execute their strategies. 95% of the typical workforce dont understand their organization's strategy. 70% of organizations do not link middle management incentives to strategy (Dr.David P. Norton, 2002)
www.qpr.com