4. Challenges in Providing Enterprise Information that People want to Use Lot’s of busy reports and “so what” data No clear visibility of cause & effect Where is the business value? Need it sooner than later Transactions data from ERP isn’t enough
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6. The “What” and “How” Dilemma Iteration How Should You Do It? Bridge the “ What ” to the “ How ” with Business Value Alignment Delivering Maximum Value Technical Requirements Decomposition Delivery Project Development Test & Validation Test Requirements Development Cost Justification Resource Planning Project Objectives Ideas Prioritization Prioritization Competitive Strength / Market attractiveness Business Objectives What Should We Do? Business Value Roadmap Business Milestone Roadmap Cost Justification Resource Planning Prioritization Business Milestone Roadmap Project Objectives Ideas Prioritization Project A Business Milestone Roadmap Cost Justification Resource Planning Prioritization Business Milestone Roadmap Project Objectives Ideas Prioritization Project B Business Milestone Roadmap Cost Justification Resource Planning Prioritization Business Value Roadmap Project Objectives Ideas Prioritization Project C
7. Business Value Milestones Connect Your Value to Project Milestones Business Value Milestone Resource & Asset Allocation Budgets (Opexp, Capex) & Cash Flow Scope, Change, and Cost Control Opportunity Management Time Sequencing Capability Development Resource Planning Risk Assessment & Management Business Impact & Performance Goals Functions & Features
11. Business Value Driven Design of Enterprise Information Only 5 ways to impact business value Use market or service driven (not vendor) approach 4 levels of data abstraction Business context comes from metadata
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14. Your Company’s River of Cash™ Your Company Collections [direct, channels…] (OCF in) Labor Operating Expenses (OpExp) Paid Non-Labor Operating Expenses Paid Draws from LOC (FCF in) Debt Repayment (FCF out) Bank Fixed Assets, PP&E (ICF out) Direct Cost of Goods/Sales Paid Shareholders Unusual & Spec Project Expenses Paid Dividends (FCF out) Paid In Capital (FCF in)
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16. 4 Levels of Data to Information Abstraction Decision Level Strategic Management Task, Event Problem Solving Task Data Abstraction KPI, Goals, Goodness Actionable Metrics Business Context & Sequence of Transactions Transaction Type of Information Performance, Financial, Economic Economic, Financial, Operational Operational, Financial Operational, Financial
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20. Metrics, Strategic & Business Alignment Start with the end-in-mind IT Portfolio Management provides guidance Focus on metrics not reports Lead the alignment discussion, don’t wait
22. Portfolio Management Processes Simplify Business Alignment Into Data Architecture Strategies Risk Management Methodologies (eg SOA, MDM, CDI) Design Processes Enterprise Architecture Business Value Governance Initiatives Portfolio Management Technologies Visibility Projects Architectures Roadmaps Architecture Blueprints Investments Budgets Best Practices
23. Line-of-Sight Across Levels of Decision Making Decisions Revenue & Profit Results Desired Outcomes Investors Board of Directors Executive Team Management Teams & Key Employees Work Groups & Customers Vendors & Subcontractors Supply Chains Distribution Channels Stakeholders Line of Sight Needs Goals
24. Alignment For Actionable Metrics Organization Structure Actionable Metrics Operations Model Economic Model Operations Metrics Financial Metrics
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27. Using CDI Enables Enterprise Business Intelligence from ERP and Non-ERP Sources Timeliness and time frames Cross-correlation of data into decisioning context Business context to provide meaning Goals to provide measures of goodness
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31. Relating Financial Data to Operational Data Debit Credit Account Type AR AP Inv Assets Liab Equity Account 1100 1200 2000 2500 … Report Metric Sales by Division Depreciation Account Inversion +1 -1 Chart of Accounts 1100 1200 2000 2500 … Credit Inversion +1 +1 Filter Attributes xxx yyy zzz xxx yyy zzz
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34. “ Side View” Data for EA, SOX and SLA Side View data is about the systems, processes and performance SOX compliance data may provide visibility onto candidates for process improvement Correlating system/app monitoring data with transaction loads may highlight cause & effect
Prerequisites: Have business units or executives bugging you to get better visibility of their enterprise information. Have been frustrated by weaving together data from different ERP modules, then having to integrate that data to non-ERP systems and present interactive, “actionable” scoreboards, dashboards and reports. IdealCMS are Enterprise Business Architects who over the last 6 years have developed practical methods and automation that integrates 5 enterprise disciplines: Enterprise Architecture, Project Portfolio Management, Performance Management, ROI Analysis and Change Adoption. Mr. Guevara developed the strategic, business and metrics alignment processes from over 25 years of best practices from the greatest leaders and writers in business and technology.
![Enterprise Business Intelligence from ERP Systems Dave Guevara IdealCMS [email_address] www.idealcms.com](https://image.slidesharecdn.com/enterprise-business-intelligence-from-erp-systems-v3-1234245291892900-3/85/Enterprise-Business-Intelligence-From-Erp-Systems-V3-1-320.jpg)
![You Will Learn Objectives ,[object Object],[object Object],[object Object],[object Object]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)