Dietmar Ort

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Visual KPI Deliver actionable InformationAnywher
e, Any time

• Dietmar Ort
• Sales
• MEGLA GmbH

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Visual KPI
Composite KPI Software
Easily repurposes data from PI, AF, Microsoft SQL
Server, Oracle and any ODBC data source by
delivering Scorecards, KPI Maps, KPI rollups and
Real-time trends to browsers for decision makers
-ON THE GO-

• Works with any desktop, tablet, or laptop and
  almost any mobile device
• Leverages existing data from many systems
• Supports hundreds of real-time data sources and
  hundreds of different mobile devices
• Gives stakeholders one version of the truth
• Reduces risk with more people are in the loop

100s of
Data
Sources
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Business Challenge

• Decision makers are not behind desks
• Especially when they sit down to check on
  business
• Pressure for quick decisions increases
• Flatter organizations
• Volatile environment
• Increased competition
• 24/7 Economy

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Mobile Access

• Business is not conducted sitting in an office
• Dutch research showed almost 1/3of IW has
  flexible workplace
• Mobile usage keeps growing despite of economic
  crisis
• National Grid Genentech recently detailed 18
  roles in which they employ Visual KPI

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Technology Trends

• Every IW uses mobile email
• Modern networks
• 3G get more and more coverage
• Data is there
• But on the desktop

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The solution today

• Data warehouses
• Multi-dimensional Analysis tools
• Report Generators
• Balanced Scorecards
• Too much, too late!
• Large, long running projects
• Complicated toolsets
• Happy data analysts
• Frustrated decision makers

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Mobile BI today

• Specific operational BI implementations
• Transpara references
• Desktop apps onmobiles
• General BI vendors also support mobile
• Does not have focus Functionalitynot aimed at
  mobile
• Copy of desktopapplication

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Mobile, Composite KPIs

• Decision Support Data on the go
• Any System
• Any Data
• Anywhere
• Anytime

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Transpara VisualKPI

• Excellent BI application
• Designed for mobile usage
• Runs on almost all mobile devices
• No software needed on devices
• Easy access
• Relational Data Warehouses
• Only 2 views needed
• Analysis Services
• Manual Data Entry
• Manage through Excel interface

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VisualKPI

• IT provides access to reliable data
• Data warehouse
• Cubes
• Applications
• Assembly Presentation by business users
• In Excel
• Present at decision maker
• Handheld
• SharePoint
• Web browser

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KPIs Defined

• Key You need to know
• Performance Organizational or personal
  achievements
• Indicator Measurable

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Who is using Visual KPI at our customers?

• Mechanic
• IC Technician
• Control Room Operator
• Performance Engineer
• Regulatory Manager
• Test Engineer
• PPO Engineer
• Quality Assurance
• Mfg Sciences Engineer

• Executive
• Field Supervisor
• Plant Engineer
• Operation Manager
• Control Manager
• Maintenance Manager
• Watch Supervisor
• Process Engineering
• Process Development

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Rollups!

• High level overviews of KPIs often difficult
• Disguises low-level problems
• Overstates low-level problems
• True Roll-UpTM concept
• Developed by Transpara
• Reflects state of entire hierarchy
• Regardless number of KPIs

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What is True Roll-UpTM?

• Not worst-case but the entire state map of all
  KPIs
• TRU Chart as Percentage Bar
• Drill-downs automatically adjustfor total number
  of KPIs in hierarchy
• The TRU Chart at any level in the hierarchy
  shows the percentage in any state for all KPIs
  below that level

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Scorecards

• A collection of KPIs related to each other
• Static or dynamic collection
• Some examples
• All KPIs about Sales
• All KPIs that are financial ratios andhave
  status Status HighHigh or LowLow

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KPI Map

• Most companies have hundreds or even thousands of
  KPIs
• Beyond a few dozen KPIs, the Scorecard Format
  suffers. Enter the KPI Map
• KPI Map is good for up to hundreds of KPIs
• Example
• All KPIs from the NE region
• Current Sales of all the Sales reps

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Visual KPI 3 Architecture
Data Sources
Any Mobile or Desktop Client

• Visual KPI Excel Editor
• Excel 2003 or 2007
• Configuration only

• RDB / OLAP
• ODBC
• Analysis Server
• Any LOB App
• Link to financials
• Planned values
• SAP, MRO, etc.

Publish Scorecards via Web Services
Web Services
Web Services
XML over HTTP

• Visual KPI Server
• Composite KPI Engine
• All meta data in SQL 2005, 2008
• Windows Server 2003, 2008
• ASP 2.0 Web Site

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Mobile Enterprise KPIs
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ApplicationServers
Enterprise PI System
ENTERPRISE
PortalServers
Data Access
BusinessSystems
Joint VenturesEmployeesRegulatory Agencies
Smart Connectors
PI Analytics
AF
AF
AF
AF
AF
Division Level PI System
Division HQs
PI Analytics
AF
AF
AF
Smart Connectors
StaffedAsset (10s of sites)
UnstaffedAsset (100s of sites)
Remote PI System
AF
AF
Remote PI System
PI Analytics
Smart Connectors
Smart Connectors
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No Matter Where You Are
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Now You Know