BPM

Reneker-Saas m-cubed business performance management 2.
Business Performance
Management 2.0
Demonstration of Key Concepts & Case Studies

Agenda
• Demonstration Introduction
• Organisation – Administration Page 14
• Segments – Administration Page 18
• Users – Administration Page 28
• Measures – Administration Page 38
• Data Source – Administration Page 55
• Scorecards – Administration Page 59
Copyright by Reneker-Saas Pty Ltd (2002 – 2007) | All Rights Reserved Page
Introduction
• The Reneker-Saas BPM System is a Business Performance
Management (BPM) solution that is delivered via the Internet (‘Software-as-
a-Service’ or ‘SaaS’)
• The Reneker-Saas BPM System is used across many industries to:
– Standardise business performance measures for consistent (and relevant)
reporting.
– Improve (or outsource entirely) the collection, processing and reporting of
business performance data.
– Improve the management of events to prevent/mitigate business process
disruptions, risks and opportunities.
Introduction
• Reneker-Saas BPM System business benefits:
– All business performance data is stored centrally.
– All data handling and processing is taken care of.
– All data processing rules are documented and transparent.
Introduction
Segments Events
Measures
User A Measure A
User Groups Scorecards
User B Measure B
m-cubed business performance management 2.0
Multi-Dimensional Scorecards & Dashboards
M3 allows the rapid M3 supports multiple reporting

configuration of multi- formats including advanced
dimensional data structures graphical and tabular
(data cubes) to deliver scorecards and dashboards.
greater insights into your
performance data.
Workflow
Integration M3 features comprehensive

electronic workflow that links
M3 provides a powerful XML performance with management
interfacing layer that action. Important information is
enables and standardises distributed to the right staff
the exchange of for follow-up when needed.
performance data between
M3 and third-party systems.
Setup Tools
BPM2.0 Compliant
M3 can be configured and
M3 is the first solution that maintained without in-depth
is locally developed and technical expertise. This is
serviced in Asia that is fully achieved with easy-to-use setup
compliant with BPM2.0. tools.
XHTML 1.0 At-Source Data Collection
M3 is fully compliant with Easy to deploy M3 allows your staff to enter

data online via easy-to-use
XHTML1.0, the global
Easy to use
industry standard for forms. Replace existing
browser–based spreadsheets and make it
applications. easier for your staff to provide
Affordable
data in an effective manner.
All Content Copyright by Reneker-Saas (ACN 131 213 995) – All Rights Reserved Page
m-cubed business performance management 2.0
• Centralised and • Fast Online Reporting & • Event Management (incl.

Standardised KPIs Drill-Down Analysis Risk Management)
• Standard Analytical • Deeper Insights into • Link Performance with

Frameworks Business Performance Management Action
Introduction
• Business Performance Management is about measuring, monitoring and
managing business performance.
Performance Segments and Measure vs.

Portal Measure Reports Measure Reports
Graphical Tabular
Scorecards Scorecards
Performance Management
Performance Management
Event Management
• Event Management is about identifying and mitigating business flow
disruptions (incl. Risk Management):
Event Portal Event Records Event Phases
Event Reports
Event Management
Risk Management
Once an event is created, the service will initiate the electronic workflow process, facilitating the review
and approval of the event involving the selected users, and according to the AS/NZS 4360:2004 Process
M 3 CONFI GURATI ON
TOOLS
Impor tant!
• Important Notes:
– The instructional content to operate the configuration tools that follows is
intended for customers that want to control certain or all aspects of M3 in-
house
– For customers that do not wish to control M3in-house, Reneker-
Saas offers an outsourced administration service with a central Help
Desk facility and standard SLAs
M3 Calculation Engine Overview
• Calculation Engine
• Multiple data cubes can be joined into a single data cube
Data Cube A
• Data processing is performed in real-time (subject to data availability)
• Joints can comprise arithmetic, scientific and logarithmic functions
Hierarchy
XML
Data Cube C
Time
Hierarchy
Data Cube B
Time
Hierarchy
XML
• The engine automatically calculates time periods above the base

time unit, i.e. daily values are automatically converted into weekly,
Time monthly, quarterly, half-yearly and yearly values based on standard or
customised calendars
• Calculation schema are maintained using easy-to-use configuration
wizards
• Calculation schema changes can be applied to historical datasets
Copyright (2002 – 2008) by Reneker-Saas Pty Ltd. All Rights Reserved Page
Agenda
• Introduction
• Organisation - Administration
• Segments – Administration
• Users – Administration
• Measures – Administration
• Data Source – Administration
• Scorecards – Administration
Configuration – General Notes
• The M3 configuration tools were developed to enable customers to
maintain the system. Issues to take note of:
• The tools are only available to Customer Administrators
• The tools feature a broad number of settings given the scope of what M3
must deliver – if in doubt about the consequences of a particular setting
do not change it but instead accept the default values!
Organisation
• Your organisation has general settings that can be controlled using the
organisation configuration tool
• The organisation configuration tool can be accessed as follows:
Organisation
Agenda
• Introduction
• Organisation - Administration
Segments -
• Segments are usually departments or regions of an organisation (e.g.
Segment 1.0 Australia, Segment 1.1 New South Wales, etc.)
• Users are assigned to a single segment and ‘inherit’ all its sub-segments (in
respect to being able to view segment data)
• Segments can be organised in a ‘tree’ structure using the M3 Segment

Wizard
• The segment structure can be modified at anytime, however, historical data

for a segment is not changed
Segments - Example
1. Total Segment
(Your Organisation)
1.1 Segment
1.1.1 Segment
1.2 Segment
1.1.1 Segment
Segments - Ex amp le
1. Your Company
1.1 Your Departments
1.1.1 Department
1.2 Your Suppliers
1.1.1 Supplier
1.1.2 Supplier
Segments -
1. Your Company 65%
1.1 Your Departments 50%
1.1.1 Department 50%
1.2 Your Suppliers 80%
1.1.1 Supplier 70%
1.1.2 Supplier 90%
Segments – How to
• The segment profiles can be accessed as follows:
Segments - Tool
Segments – Assign
Segments – Assign
Segments – Email
• Email Alerts
Users that are responsible for a particular segment:
– Receive escalation emails in case measures data was not collected for
a particular period
– Receive escalation emails for events (subject to event management
settings)
– If your organisation has specific requirements for alerting users
please contact Reneker-Saas!
Agenda
• Introduction
• Organisation – Administration
Users - Introduction
• For an individual to access M3 he/she requires a user account with a unique

username and password combination
• All activities of a user account are logged. Shared user accounts are strongly
discouraged as they compromise compliance with Australian & International
Audit Standards
• User accounts can be given special user access privileges
Users - Privileges
• User access privileges control:
– Access to specific segments and sub-segments
– Access to specific performance measures (and related data)
– Access to specific menu options (subject to user group)
• New users inherit the privileges of their:

– Segments
– User Groups
Users – How to
• User profiles (accounts) can be modified (and be created) as follows:
Users – Configuration
Users – User Groups
Users – User Groups
• A User Group governs:
– What menu options are available to users that are assigned to the
respective group
• A User Group does not govern:

– Whether the user is in fact entitled to use any performance and/or event
management functions – this is instead controlled in the individual user
profile (under ‘Access Performance Management’ and ‘Access Event
Management’)
– What measures (and therefore data) are available or are input by users –
this is instead controlled in the segments, measures and data source
configuration tools
Users – Create/Edit
Users – Create/Edit
• A User Profile governs:
– Whether the user has access to performance and/or event management
functions, and the user’s access details (password, email address, etc.)
• A User Profile does not govern:

– What menu options the user can or cannot view (this is controlled via the
User Group)
– What measures (and therefore data) can be viewed – this is instead
controlled in the measures configuration tool
– What measures data the user is required to input – this is instead
controlled in the Data Source tool
Users – User Summar y
Agenda
• Introduction
Measures -
• A measure is a quantifiable result to measure, monitor
and report on performance
• Measures are usually part of a measures hierarchy:
– Strategic measures (KPIs) for general management
– Tactical measures (KPIs / Metrics) for operational management
– Operational (Metrics) for work groups and individuals
• A measure must be periodically gauged

• To quantify a measure, business performance data
must be collected from various sources
Measures – Data
• Measures data can be collected in two ways:
– Automatic via the M3 XML tool if the data is available in a 3rd Party
System(s)
– Manual via the M3 online data entry
• Measures may only apply to specific segments
Measures – Impor tant
– Measures can be very simple (single numbers entered once per period for
each segment) or very complex (multiple numbers entered daily that must
be dynamically calculated based on a broad array of settings and
conditions)
– The measures configuration tool supports most customer needs, from
simple to very complex, and can therefore be overwhelming without some
practical hands-on training
Measures - Hierarchies
• Measures are often interdependent (to organise them in a measures
hierarchy). This is governed by formulas:
Measure
Formula
Measure Measure
Formula Formula
Measure Measure
Measure Measure
Measures – Summar y
Measures – Summar y
Measures – Targets
Measures – Impor t
Measures – Create/Edit
Measures – Define
Measures – Add/Edit
– If the measure is older than 3 months its formula cannot be changed by
Administrators without special privileges
– If a measure is older than 3 months certain settings controlled via the
measures configuration tool cannot be changed by Administrators without
special privileges
– Please contact Reneker-Saas if you wish to change a measure that
is older than 3 months
– Please note that any changes applied to a measure are calculated
backwards and therefore change historical results! Please contact
Reneker-Saas if this is not acceptable
– When creating or editing a measure, users should ensure that Data Collection
Sources and target thresholds have been specified and the ‘Propagate to Segments’
option has been taken into account
– Remember, if targets and thresholds are to be set independently for specific
segments, the ‘Propagate to Segments’ option should be unchecked. Then,
individual segments may be selected in the following screen and individual
thresholds and targets may be assigned accordingly
Agenda
• Introduction
Data Source -
– The Data Source tool can be accessed independently from the measures
tool
– The Data Source tool governs how measures data is collected
– The Data Source tool governs who is responsible for the input of measures
data (unless measures data is calculated by the system)
Data Source – Edit
Data Source – Reset
Agenda
• Introduction
Scorecards -
• Scorecards visualize measures results:
– Tabular Format for tactical and operational reporting (‘Graphic Mode’ off)
– Graphical Format for strategic, tactical and operational reporting (‘Graphic
Mode’ on)
• Scorecards are typically a ‘collage’ of measures results

and are designed to meet the specific reporting needs of
users
Scorecards – Create/Edit
Scorecards – Create/Edit
More Information
• Please contact Reneker-Saas if you require more information:

Email: info@Reneker-Saas.com
Website: www.reneker-saas.com
Mr. Shiloh Williams

General Manager - Reneker-Saas
Suite 2, 16 Quadrant Street
Rhodes, NSW 2138
Telephone: (02) 9533 2335
Mobile: +61. 0419502766
Email:s.williams@reneker-saas.com
web: www.reneker-saas.com
Case Studies
• Unisys Credit Services
• Campbells
• Coca Cola
M3-cubed business performance management 2.0
Case Study – Unisys

Evaluated M3 Software early 2006
– Operational analytics for daily service reporting
– Improve reporting & analytics needs across multiple service teams
– Risk Analysis & SLA Reporting
– Balanced Dashboards &Scorecard
Implementation comprised:
– 750+ KPIs (comprising of 1200+ business metrics)
– Across 12 workgroups and 4 Companies

Business Process & IT Outsourcing
Loan / mortgage processing and support
Risk Management & SLA Online Reporting
Specialised ERP system to manage service transactions
Maintained complex spreadsheets and custom databases to keep up with

customer and internal BPM reporting needs
Six Sigma initiative
– Rapid change to improve service quality and efficient operations

Results
– Unified service reporting across all workgroups
– Eliminated spreadsheets and custom databases
– Significantly reduced effort to implement reporting changes – from

weeks to days
– Improved departmental effectiveness between Business Units
– Improved customer loyalty and retention
Case Study – Campbells

Financial Shared Services
Accounts Payables, Accounts Receivables, Budgeting and Planning
SAP R/3 and functional legacy systems
Had difficulty with reporting new sets of KPIs and business metrics efficiently
– SAP R/3 too costly and slow to adapt
– Spreadsheets not efficient to consolidate data
Results
– Fully-documented KPIs and business metrics
– Efficient collection and consolidation of data
– Timely and effective reporting
– Risk Management Reporting
case study – Campbells

Ending Total
Receivables
Days Sales Number of Days in
Outstanding
= x Period
Credit Sales For Period
Per AR Team
Per AR Team 6 Consolidation Per Team
Per AR Team
Per AR Team Per AR Team
Credit Sales Per Consolidation Per

PerDivision
AR Team 7 PerDivision
AR Team
Consolidation Per
Variances
Per AR Team 3 Per AR Team
Period
Case Study – Coca-Cola

Evaluated M3 mid-2005
– Support new supply chain system development
– Provide complex KPIs and metrics reporting needs across multiple systems
Supply chain innovation (covering warehousing and logistics)
Specialised ERP system and portfolio of other transactional systems
Implement new system to support supply chain innovation project
New BPM reporting requirements
– DIFOT and Order-To-Cash
– Supply chain effectiveness
Case Study – Coca-Cola

Implementation comprised:
– 150+ KPIs (comprising of 350+ business metrics)
– Integration with existing platforms
Results
– Successful deployment of new system
– Full support of BPM reporting needs
– Additional BPM coverage across customer service, supply chain and trade
marketing support

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Reneker-Saas m-cubed business performance management 2.

Demonstration of Key Concepts & Case Studies

User Groups Scorecards

Multi-Dimensional Scorecards & Dashboards

M3 allows the rapid M3 supports multiple reporting

Integration M3 features comprehensive

XHTML 1.0 At-Source Data Collection

M3 is fully compliant with Easy to deploy M3 allows your staff to enter

• Centralised and • Fast Online Reporting & • Event Management (incl.

• Standard Analytical • Deeper Insights into • Link Performance with

Performance Segments and Measure vs.

Event Portal Event Records Event Phases

• The engine automatically calculates time periods above the base

• The organisation configuration tool can be accessed as follows:

• Segments can be organised in a ‘tree’ structure using the M3 Segment

• The segment structure can be modified at anytime, however, historical data

1.1 Your Departments

1.2 Your Suppliers

1.1 Your Departments 50%

1.1.1 Department 50%

1.2 Your Suppliers 80%

1.1.1 Supplier 70%

1.1.2 Supplier 90%

• For an individual to access M3 he/she requires a user account with a unique

• User accounts can be given special user access privileges

• New users inherit the privileges of their:

• A User Group does not govern:

• A User Profile does not govern:

• A measure must be periodically gauged

• Measures may only apply to specific segments

• Scorecards are typically a ‘collage’ of measures results

• Please contact Reneker-Saas if you require more information:

Mr. Shiloh Williams

• Unisys Credit Services

Case Study – Unisys

– Operational analytics for daily service reporting

– Improve reporting & analytics needs across multiple service teams

– Risk Analysis & SLA Reporting

– Balanced Dashboards &Scorecard

– 750+ KPIs (comprising of 1200+ business metrics)

– Across 12 workgroups and 4 Companies

Case Study – Unisys

Loan / mortgage processing and support

Risk Management & SLA Online Reporting

Specialised ERP system to manage service transactions

Maintained complex spreadsheets and custom databases to keep up with

Six Sigma initiative

– Rapid change to improve service quality and efficient operations

Case Study – Unisys

– Unified service reporting across all workgroups

– Eliminated spreadsheets and custom databases

– Significantly reduced effort to implement reporting changes – from

– Improved departmental effectiveness between Business Units

– Improved customer loyalty and retention

Case Study – Campbells

Accounts Payables, Accounts Receivables, Budgeting and Planning

SAP R/3 and functional legacy systems

– SAP R/3 too costly and slow to adapt

– Spreadsheets not efficient to consolidate data

– Fully-documented KPIs and business metrics

– Efficient collection and consolidation of data

– Timely and effective reporting

– Risk Management Reporting