portal dashboards 101 - ibm€¦ · – work with bi data as a service that can interact with data...
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IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
Portal Dashboards 101
Phillip de Ridder
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
Agenda
• The platform for success• Dashboard Accelerator v6.1.2• Customer Examples• Demo
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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.
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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.
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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.
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
…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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
…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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
Dashboard Accelerator v6.1.2
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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 PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
Example: Cognos Builder
Execute the Report and Query
Retrieve XML Data
Display Report Version
Traverse Available Reports
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
Display BI Data Elements or Reports in Portlet
Multi-Dimensional Cognos Portlet
Individual or Calculated Cognos Element
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
… 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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
Dashboards Everywhere
WAS
Base Model
Sametime ClientWebSphere Portal
Notes
Quickr
Portlet Adapter builder
Widget Adapter builder
Mashup Center
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
Customer Examples
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
• 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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
• 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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
• 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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
• 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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
Demo
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
Thank You
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
Platforms
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
For more information….
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
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