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.
B2E Portals improve employee productivity and rapid decision making
B2C Portals B2B Portals build increase partner customer relationships Common through loyalty and Portal cross-sell Framework integration with revenue your business processes Content Applications
People Processes
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI 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. Customer Partners Experience
Company Intranets Employee and Manager Performance Self Service Dashboards
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 Accelerators are integrated packages that easily snap-on to Portal and – Shorten implementation cycles address a specific business need – Realize Time to Value without sacrificing flexibility – Realize quicker ROI on portal investment – Highly flexible, configurable, and scalable
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI Is Your Organization Performing to its Potential? 9 out of 10 Are Not
“The prize for closing the performance Where Performance Losses Occur gap is huge – an increase of anywhere from 60% to 100% for most organizations”
Harvard Business Review *
*Michael C. Mankins and Richard Steele, “Turning Great Strategy into Great Performance,” Copyright 2005 Harvard Business School Publishing Corporation. All Rights Reserved. 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*
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
* Fortune Magazine, “Why CEO’s Fail”, Ram Charan and Geoffery Colvin, June 21, 1999, p. 69. …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? 50% of companies • How responsive can the organization be to change? today are managing – Information Visibility and Transparent Insight performance data in • How long does it take to “scrub” and present data? spreadsheets* • 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?
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
* Source: BSCOL Member Survey, Spring 2006 …as Demand Grows for Real-time Insight
Instantaneous need for information increased almost 3X from 2002 to 2006
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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI Dashboard Accelerator v6.1.2
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI IBM Dashboard Accelerator
BI Data Helps organizations reach performance data wherever it resides, SAP, Siebel delivering it as real-time key performance indicators via Web personalized, portal-based dashboards. It also provides alerts Service 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 Domino DB2 . 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
Audience Business Focus WPLC Sales Review latest (weekly) WPLC forecast and Management business outlook for quarter.
SWG Sales and Visibility into SWG enablement/training investment Senior Management being made in different brand and regions and productivity yield
SWG Sales and Visibility into SWG sales resources, how deployed, Senior skills, productivity and productivity. Gain insight Management. necessary for sales workforce strengthening. Enable strategic decisions.
SWG NEIOT Sales Align Specialty and Brand Resources with SWG Pipeline and Senior Opportunities. Ensure Specialty/Brand Coverage and Management Progressing to Close
WPLC Sales Management Visibility into WPLC competitive deals and resource and Competitive Team coverage
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 PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI IBM Dashboard Accelerator 6.1.2 Other 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 Build Composite Dashboards from Business Intelligence Tools
• Business Objects Builder – Reads data from Business Objects reports it to other Other WDF Dashboard builders to generate dashboard charts and builders reports – Supports Business Objects Enterprise XI R2 XML • Hyperion Builder data – Reads data from in Hyperion’s Essbase cube – Provides it to other Dashboard builders to generate charts BO, Hyperion or an reports Cognos builder – Supports Essbase 7.x and 9.x
• Cognos Builder WDF data – Provides the ability to select and query data from Cognos Application reports data cube – 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
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)
Senior IT Operations • Dashboard Accelerator Executive Division View provides a way to View View Patterns create… Efficiency Statistics Business Unit Risk Effectiveness Satisfaction – customized, personalized Compliance Resources Uptime views Utilization – spanning disparate WebSphere Portal Layer information – at a low resource cost ERP Data Domino Cognos BI System 2 System Warehouse
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 Automatic Automatic Automatic through the data Drilldown Drilldown Drilldown builder builder builder • Reads and presents data from the BI data access builders XML XML XML data data data
Hyperion Cognos Business Objects builder builder builder
WDF Application data data data
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI Example: Cognos Builder
Traverse Available Reports
Execute the Report and Query
Display Report Version
Retrieve XML Data
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 Dashboards Everywhere Extended deployment options
• Build Once, deploy same dashboard to any client … to Mashup Center
… to a Sametime Client* …to WebSphere Portal or WAS
… to a Quickr Teamroom … to a Blackberry … to Notes 8 * ST support available as Tech Preview
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI Dashboards Everywhere
Base Model
Portlet Adapter Widget Adapter builder builder
Sametime Client Mashup Center WebSphere Portal Quickr WAS
Notes
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 Other WDF • Leverage KPIs and metrics that builders WebSphere Business Monitor has calculated XML data • Extends and enhances investment in WebSphere Business Monitor by WebSphere Business providing presentation and integration Monitor builder flexibility WDF • Ties Portal / WDF into IBM SOA story data Application • Available NOW in the IBM SOA Catalog Business and Lotus Business Solutions Catalog Monitor DB2 history Process ESB 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 Row-Column Calculation – 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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI Customer Examples
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI TransAlta Role-Based Emissions Dashboard
• 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
• 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 Replay http://event.on24.com/eventRegistration/EventLobbyServlet? target=lobby.jsp&eventid=24654&sessionid=1&key=16E78C04F2E795B4A2503BA70F0C6824&eventuserid=6951129
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI TransMontaigne Visibility Across Disparate Systems
• 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
• 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 Abbott Labs Pharmaceutical Dashboard Pharmaceutical Products Division • 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. • 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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI Boliden Balanced Scorecard Performance Dashboard
• 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
• 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 Make Information Available to a Wider Audience
Dynamically presenting information it in the context of user role and aligned with their work commitments – beyond the financial analyst
Enterprise Apps . SAP My role base workplace Welcome John Jones . Oracle . Siebel Scorecard Dashboards Work Team drill Dashboards down DasDhboashboardsards BI Systems . OLAP / Cubes . Warehouse / Mart data
BPM . Process Engines A role based workplace which integrates relevant metrics into the . Monitors context of the agreed-to objectives and business initiatives. Leverage the strength of an open-standards portal environment to Other deploy solutions . Domino . Databases . Microsoft IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI Why Companies Choose IBM for Performance Dashboards
Market-leading, Standards-based Platform Presentation Layer - Multi-source Data Integration
Lotus Excel ActiveInsight
WebSphere Portal (Collaboration, security, user mgt)
Service Oriented Architecture (reuse, flexibility)
ActionD-Oeerpie Pnotrteadl EDaxpesriehbnoceards Rapid Time-to-Value (automation)
Metrics / KPIs
Collaboration Business Processes
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 Server Platforms
Team Edition Dashboard 6.1.2 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) X X v4.0 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 N/A X 31 bit zOS 1.7, 1.8, 1.9 IBM PORTAL EXCELLENCE CONFERENCE 2009 -N D/UAB AI V6.1 only
39 Client Platforms
Dashboard Accelerator 6.1.2 Browser 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 Design er OS Microsoft Windows Vista Premium X XP Professional X 2000 Professional X Linux Red Hat Enterprise Linux 5.1 X SUSE 10 X Designer Developme nt Eclipse Environments 3.2.x X
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI
40 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
IBM PORTAL EXCELLENCE CONFERENCE 2009 - DUBAI