17705_chapter 9 reporting

8/13/2019 17705_chapter 9 Reporting

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Enterprise reporting


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About the basics of enterprise reporting and gainhands on experience in using a simple reportingtool.

Reporting is an integral part of OLTP application. Our focus is on OLAP centric reporting. These reports help leaders align their business

activities to the vision and strategies of theirenterprise and to monitor their performanceagainst the organizations goal.


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Reporting perspective common to alllevels of enterprise

Function level:-these reports consumed byusers within the department or geographiclocation or region or by decision makers at thecorporate level.

Needs to keep in mind the target audience. Requirements will vary based on target

audience. Departments such as :-


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HR Marketing

Production Purchase Accounting etc. Reports could be generate in many languages

to meet global user needs.


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Internal/external:-sometimes the consumersof reports may be external to the enterprise.

Correctness as well as attractive presentationof report is required.

Role based:- provide the standard format ofreport to similar roles across the enterprise ,as they are likely to make similar decisions.


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Strategic/operational:-reports could beclassified based on the nature of the purposethey serve.

Strategic reports inform the alignment withthe goal.

Operational reports present operational facts. Eg:-DPR, daily cash flow


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Summary/detail:-summary reports do notprovide transactional level information.

Detailed report list atomic facts. Standard/ad hoc:-department tends to

generate periodic reports weekly, monthly instandard formats.

Executives many times need on demandreports for critical business decision making.


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Purpose:-reports focus on businesstransparency and needs to be shared withregulatory bodies.

Technology platform centric:- reporting intodays context need not use paper at all.Dashboards could be delivered on smartphones and tablets.


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Report standardization andpresentation practices

Data standardization:- enable enterprise usersperforming same role to receive common,pre-determined data sets that relate directlyto their role

Content standardization:-tightly tied to thename of the report.

Eg. Shipping report


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Presentation standardization:-set thestandards on naming conventions, dateformats, color, use of logos, fonts, cover pageetc.

Metrics standardization:- Metrics that bestreflect the status of performance to achievethe goals.


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Reporting tools standardization:- deploymentof specific class of reporting tools.


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Features of good reporting

Report title:-cash flow report for south region Reporting period Header/footer Column headings Filters Sort sequence Group totals Data field formatting


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Calculated fields Highlighting breaches

Notes


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Common report layout types

Tabular reports Matrix reports

List reports Chart reports


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Report delivery formats

Printed reports Secure soft copy Email attachments Embedded emails FTP Link to report Worksheets, power point presentation Ebooks


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Enterprise reporting characteristics inOLAP world

Enterprises invest money and efforts to helpdecision makers gain access to the rightinformation at the right time . Some focus

areas:- Single version truth:-the value of providing the

same fact value irrespective of the path theuser has taken to reach for the data.

Role based delivery:-required to avoid theinformation overload.


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Anywhere/anytime:-for the sake of flexibilityusers come to the same source of informationagain and again.

Personalization:- users choice of deliverymethod, format like PDF/CSV.

Security:-enterprise have huge concern overthe unauthorized access to business criticalinformation.


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Alerts:-decision makers need immediatenotification about critical business KPIs.

Devices:- Laptop Mobile devices

In form of email, sound, SMS etc.


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Long term advantages

Enhanced collaboration:-teams around theglobe will use the facts to be on the samepage and look at the same facts.

Objective communication Reduced cost of audits/reviews:-all the

members of the team are on the same page,

there is no need to waste meeting time tobring them to the same level ofunderstanding.


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Reduced decision cycle time:-structurebusiness analytics based reporting will makeconsistent decisions and that too faster.

Better predictability and ability to influencegoals:-fact can be used to gain the competitiveadvantage.


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Balanced scorecard

According to survey only 5% of the workforceunderstands the strategy, 85% executivesspend less then one hour per monthdiscussing strategy,.

So there is always a need for a strategicplanning and management system whichcould


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Align business activities to the organizationsvision.

Improve the internal and externalcommunication.

Monitor the organizations performanceagainst its strategic goals.


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The scorecard is one such strategic planningand management tool used by organization toalign their business activities with thereorganizations vision.


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Four perspectives of balancedscorecard

Financial perspective:-address the questionsof how shareholders view the firm and whichfinancial goals are desired from theshareholders perspective.

Customer perspective:-address the questionsof how the firm is viewed by its customers and

whether the firm will be able to fulfillcustomers expectations.


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Internal business process perspective:-identifies the process in which theorganization must excel to satisfy its

shareholders expectations of good financialreturns and also keep its customers happy andloyal.

Learning and growth perspective:- employeesof the organization must acquire for long termimprovement and growth.


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Balanced scorecard as strategy map

Map places the four balanced scorecardperspectives into a casual hierarchy.

Balanced scorecard as strategy map depictshow the company intends to create value forits shareholders and customers.

Parameters:- Objective Measurement


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Target InitiativeSequence Financial(shareholder value) Customer(customer relationships) Internal business process(customer, operation,

innovation process) Learning and growth(people capability, tech. and

infra.)


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Measurement system

It interconnects the objectives and themeasures in the various perspectives so thatthey can be validated and managed.

Eg. Airline company Reduce its operating cost Reduce the number of planes Increase the frequency of the flights to

increase revenue.


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How to increase customer satisfaction On time delivery

For on time departure of flight, groundturnaround time should be less. How?

By training and improving the skill sets of thrground crew.


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Grow revenues, fewer planes On time service Fast ground turnaround time Ground crew alignment


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Steps for creating balanced scorecard

Communicate and alignment

Planning and target setting Strategic feedback and learning Clarifying and translating vision and strategy

Communicating and linking

17705_chapter 9 reporting

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