Cognos Metrics Manager

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Cognos Metrics Manager Analyst

• Anna Cockin
• Consultant Inca Software
• Aaron Brock
• Financial Controller - Schaeffler (UK) Ltd

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Why do I want to do that?
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Why do I want to do that?
Sales
Stock
Metrics Cube
Staff
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Why do I want to do that?
Sales
Stock
Metrics Cube
Metrics Report
Staff
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Schaeffler (UK) LtdINCA Peak PerformanceMay 2006
Planning to Metrics Aaron Brock Controller / Co
Secretary
Member of the Schaeffler Group
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Take Your Child to Work Day
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Contents

• Schaeffler (UK) Ltd
• History of KPI Measurements (XL / Adaytum / MM)
• Metrics Manager Implementation
• Screen Shots
• Excel Scorecard
• Cognos Planning / Manager
• Sch (UK) Metrics Map
• Sch (UK) Manager Screen
• Summary

Member of the Schaeffler Group
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Schaeffler (UK) Ltd Founded 1955 65m turnover

• UK Head Office
• Sales Marketing
• Warehouse
• Engineering Design
• 100 Employees
• Two market divisions -
• Automotive
• OEM and Service

• Manufacturing Plant in Llanelli
• 20,600 m² facility
• Automotive Components
• General Bearings
• Linear Quick Centre
• 304 Employees

Member of the Schaeffler Group
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Schaeffler (UK) KPI Reporting Timeline
Profitability
2006
Visibility Accountability
2003
2001
Metrics Manager
Excel Scorecards (Plant Mgrs Only)
Pre 2000
Adaytum Planning / Reporting
Few Lotus KPI Charts
Chalk / Abacus
Member of the Schaeffler Group
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Metrics Manager Implementation

• Costs Software and Consultancy 15k
• Consultant days 4 (start to finish) planning
  structure initially messy
• Data Sources
• Production Efficiencies (CSV D-link)
• Manual Metrics (XL CSV D-link)
• Planning (SAP Costs from CSV upload)
• Headcounts / Overtime (CSV D-link)
• URL Links to group reports
• Effort policy deployment map / key metrics
  already evolved over 2 years
• Effort one person one week to check / assign
  metric and scorecard owners
• Effort one week (ongoing) to map metric
  impacts / drill down to route cause
• No SQL knowledge required everything run from
  Planning Manager
• Went live for April Board review cut review
  time from 2 hours to 30 minutes
• Next steps roll out to managers / present to
  German directors

Member of the Schaeffler Group
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Schaeffler (UK) Limited Metrics Map
Member of the Schaeffler Group
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Summary

• Preparation is key (Metrics / Scorecards / Key
  Drivers etc..)
• The implementation is only as good as the
  consultant
• Start simple
• Automate as much as possible
• Impress / scare everyone with their data
• The process will continually evolve / develop

REMEMBER IT IS ONLY DATA - REVIEW SHOULD LEAD
TO ACTION
Member of the Schaeffler Group