Workshop Partnerplan

1
Prodacapo Release 7.0
2
ABC/M news 7.0
3
ABC/M news in Prodacapo 7.0

• Integration of Activity Tracker to the Prodacapo
  Web Solution
• Integration of Power Analytics into Prodacapo Web
  Solution
• Extended method when using Time Driven ABC
• Improved handling of large data volumes in Web
  Solution
• Support for Microsoft Vista
• Support for MS SQL server 2008

4
Activity Tracker in Web Solution

• Makes it easier to maintain the ABC model
• Single Sign On possible for tracker user
• Make it now possible to use Activity Tracker to
  different models

5
Activity Tracker in Web Solution
6
Activity Tracker user are now set up in User
Manager
7
Activity Tracker Approve Screen
8
Upload of tracker data into tracing tables
9
Power Analytic integrated into Web Solution

• Makes the Power Analytic IMA to look and feel
  like a Prodacapo Product.
• Easier access to the Power Analytics IMA for the
  users
• Exist as a module in User Manager which means
  that it is possible to set the access by a user
  group

10
Overview Power Analytics IMA
Power Analytics Professional
Power Analytics IMA Analyzer
Prodacapo Model Builders
Prodacapo Application Server
Prodacapo Web Server
Prodacapo Web Solution
4
Prodacapo Application Server
Prodacapo Database Server
Prodacapo IMA Server
Customized IMA files based on IMA Script in
standard IMA-files
Prodacapo Database
Prodacapo Datamart
Up to 5 different standard IMA -files
Prodacapo IMA Publisher
Steps within the integration process
1 Export and transformation of data into the
Datamart tables 2 Reload of IMA-files 3
Possibility to customiz the standard IMA-file for
specific customers (done by partner) 4
Integration of IMA into Web Solution
2014-03-13
10
11
Power Analytics a part of analysis in Web
Solution
12
New option when using Time Driven ABC
This new option makes it possible to mix Time
Driven ABC with the traditional ABC
1
2
13
Improved handling of large data volumes in Web
Solution
Grid contents divided in pages when the number of
records reaches a certain limit, by default 250.
An upper limit of the total number of records on
all pages has also been added, by default 10000.
14
Process news 7.0
15
News in Prodacapo 7.0 Process

• New toolbox
• New symbols
• 2D and 3D Swim lanes
• Possibility to link documents to all process
  objects
• New symbols for documents

16
New toolbox and new symbols
17
2D and 3D Swim lanes
18
Scorecard news 7.0
19
Scorecard , news in 7.0

• New BSc calculation engine
• Calculation of large scorecard structures
• Calculation of the last period only
• User Input field translation in Prodacapo Web
  Solution
• Possibility to translate Vision/Mission,
  Perspective, Objectives, Measures, Comments into
  several different languages. Make it possible to
  display a scorecard in different languages just
  by switching the setting of languages.
• Using of formula dictionary
• Complex formulas
• New data series calculated for values to date
  (YTD, MTD etc)
• New Chart settings
• Print out function to PDF for the Grid reports
  view
• Improved initiative functionality

20
Main components in building a Scorecard
1
Scorecard Templates
Objective/Measure Dictionary
In the Scorecards dictionary all global settings
regarding measures and objectives should be
defined.
The Scorecard templates describes how the
different scorecard (based on different levels)
should look like and which measure/objectives
that should be included
Type Standard Measure Id Description Period Length Category Unit VTD
2 L04 Work Environment 4 Staff 0
2 L02 Sick Absence 5 Staff 2
2 L01 Overtime 5 Staff Hours 2
2 L03 Staff Turnover 2 Staff 0
2 L05 Education hours/staff 2 Staff Hours 2
Branches
Total
Regions
4
Calculation Dictionary
Scorecard Structure
The Scorecard Structure defines all scorecards
that should be a part of the system.
The Calculation Dictionary describes how measures
should be calculated on different level of the
scorecard structure. The calculation dictionary
make it possible to change the scorecard
structure without to manual adjust all formulas.
STDMESTRID FORMULA_FOR_BASESCIDS AGG_FOR_BASESCIDS FORMULATEMPLATE AGGTYPE
K01 Total   Measure("-HK01") Measure("-HK02")  
K02 Total   Measure("-HK03") Measure("-HK04")  
E05   Total, Regions   1
E06   Total, Regions   1
E07   Total, Regions   1
E02 Total   Measure("-E05") Measure("-E06") Measure("-E07")  
21
Create scorecard
Scorecard Structure
Objective/Measure Dictionary
Id Description Template ---------------------
---------------------------------- A00 Corporate
Scorecard Total A10 Region A Regions A11
Branch 1 1 Branches A12 Branch 12
Branches A20 Region B Regions A21 Branch
21 Branches A22 Branch 22 Branches A30
Region C Region A31 Branch 31 Branches A32
Branch 32 Branches A33 Branch 33 Branches
Type Standard Measure Id Description Period Length Category Unit VTD
2 L04 Work Environment 4 Staff 0
2 L02 Sick Absence 5 Staff 2
2 L01 Overtime 5 Staff Hours 2
2 L03 Staff Turnover 2 Staff 0
2 L05 Education hours/staff 2 Staff Hours 2
Scorecard Templates
Template Branches
Templatel Total
TemplatelRegions
Scorecard A11
A11-L04 A11-L02 A11-L01 A11-L03 A11-L05
22
New chart settings to handle presentation of YTD,
MTD figurs
23
New Time Frame settings in Chart settings
Make it possible to define charts where the Time
Frame is dynamic and will follow the selected
year or period.
24
Other chart settings
Select values to show per data series
Use unit as axis title
25
New options in Balanced Scorecard visual settings
This means that it is possible to hide/show views
according to customer requirements
26
Improved initiative functionality

• Possible to import/export initiative via Connect
• New fields to define units for potential,
  progress and cost
• New fields in the follow up (progress) section.
• Milestone description
• Actual cost and benefit

27
Export to Excel or PDF
PDF
Excel
28
Extended functionally for the dimension concept
Link objectives to different perspective
Scorecard Dimension DIM A
Scorecard Dimension DIM B
29
Extended functionally for the dimension concept
Different Display Levels
Scorecard Dimension DIM A Display Level lt1
Scorecard Dimension DIM B Display Level lt2
EEE
FFF
GGG
O8
O2
HHH
O5
O4
O1
O7
O9
O11
O11
O1
M1
O1
M1
M2
Measure Display Level ----------------------------
----- M1 1 M2 2
O1
M1
M2
30
Interface changes according to dimension changes
31
Prodacapo Development 2009
32
Development topics 2009

• Web Business Planning (Release 7.1)
• Calculation Engine (ABC BSc) (Release 7.1)
• Improve the interface when building ABC models
• Charts and visual presentation
• Healthcare development
• How to set Access rights in implementation with
  many users
• Portal enhancements (Sharepoint)
• Further development of Standard Costing (Activity
  Accounting)

33
Business Planning Overview

• Each planning their part of the business
  independently
• The planning could be divided into three
  different parts
• Sales data
• Operational activities / resources
• Supporting activities / resources

Volume Price
Operational activities Operational resources
Sales volume/ Production volume Other base
assumptions Cost Driver volumes
Supporting activities Supporting resources
34
Business Planning / Scenario set up
Planning Admin

• Setting up business planning rules
• Scenario description / Basic assumptions /
  Instructions / Time table
• Linking a scenario to a a base model
• Set up security/access, who should do what

Volume Price
Operational activities Operational resources
Sales volume/ Production volume Other base
assumptions Cost Driver volumes
Supporting activities Supporting resources
35
Deploy planning to different functions
Sales
Marketing
Finance
Planning Admin
Production
RD
36
Plan Sales Volume and Revenue
Upload Scenario to Simulation model
Redo
Sales simulated result
Sales input
Check result
37
How should we do to make it easier to build a ABC
model?
Should it be possible to build the model in
graphical mode?
38
Example of charts and visual components that we
want to add to Prodacapo 2009