BIRT for Recovery How Open Source Is Transforming Government Data Into Dynamic Information Ecosystems
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Volume 6 / Issue 2 / 09 PerformInformation in Action BIRT for Recovery How Open Source is Transforming Government Data into Dynamic Information Ecosystems Letter from the Editor . 2 Cost-Effectively Deploying Open Global Operational Excellence and a Source BI . 25 Performance Scorecard System 40 BIRT for Recovery . 3 Johnson Controls Inc. by John Katsoulis Safe at Sea . 28 ABS Nautical Systems Clarity, Cut and Carats . 42 Ten Criteria for Integrating Six Sigma Helzberg Diamonds with Performance Management ... 9 Creating the Customer-Centric In this issue > by Norma Simons Organization . 31 A Road Map of Key Sustainability by David F. Giannetto Metrics . 44 Putting the Wheels Into Motion . 15 The National Bone Marrow Donor OPM Awards . 49 Voltas Limited Program . 34 HealthNow New York & City of Dallas by Howard Rohm Leveraging Open Source . 18 Reading Room . 57 From the Publisher Last month, we hosted a customer event that brought together a broad range of business leaders from both the private and public sectors. The event was a tremendous success and our attendees had the wonderful opportunity to learn and share with each other how to harness new technologies to improve all aspects of their operations. A common theme that emerged from these discussions was that success in today’s marketplace is tied to an organization’s ability to adapt quickly and to implement change to ensure longevity. One thing all attendees had in common was their insight and belief five years ago that the business of information, how you organize it and communicate it, would change dramatically – and it did. The event confirmed what many industry analysts know to be true, that Open Source technologies are here to stay and are an integral part of thousands of enterprises, This edition of Perform Magazine is especially significant as it marks the fifth anniversary of BIRT, which is celebrated by a flourishing business application developer community, an unmatched business community of Performance Management professionals, and the launch of the BIRT Exchange Marketplace (http://www.birt-exchange.com/be/marketplace/hub/) a showcase for BIRT-based solutions and services where anyone can buy, sell and share applications, solutions and components for BIRT and BIRT-related products. I hope you enjoy this issue of Perform Magazine and can leverage the case studies and articles within, on how today’s Rich Information Applications, grounded in Open Source technologies, are re-igniting the business of information – and what you do with it. Best, Rich Guth Rich Guth Vice President & General Manager Open Source Strategy Group From the Editor Dear Reader, ByJohn Katsoulis, I’m sure you would agree that this year has proven to be memorable both in terms of the effort being made to pull out of today’s economic uncertainties and how winning organizations will utilize and Senior Manager, Product Marketing leverage a new generation of Rich Information Applications to help them succeed. I’ve always been BIRT FOR Actuate Corporation fascinated with the pace of technological change and its impact on industry. It’s incredible how this new wave of application platforms and enterprise solutions is re-shaping how people use, assemble and view February 17, 2009, President Obama signed information, how IT secures and disseminates it, and how every day users can now contribute to the into law The American Recovery and ongoing definition of these applications through enhanced user interactivity that was not possible just RECOVERY Reinvestment Act of 2009 (ARRA), pledging five years ago. a renewed focus on open government Onand transparency, and making it clear that in order for efforts In addition to our dedication to publish content for Performance Management professionals, I am pleased to share with you that we have permanently enhanced the focus of Perform Magazine the to better represent the needs of our readers by including to succeed this renewed focus had to become a top priority at each step of its execution. Perform Magazine // // Magazine Perform articles and case studies on related topics, such as: Rich Information Applications (RIA’s), Open Source and the role of developer How Open Source is communities, self service applications, and case studies that feature in-depth editorials of real-life implementation stories across To provide initial guidance, the White House released detailed multiple disciples and requirements. I hope you enjoy this issue. Transforming Government documents on Recovery Act transparency and reporting, which broadens the focus beyond funding programs to Best Regards, Data Into Dynamic include details pertaining to how performance information is communicated to stakeholders, and the means by which this Information in Action in Information Information Ecosystems may be accomplished. 2009 . 2 Issue 6. Vol John Katsoulis Over the past 20 years, governments have been applying the concepts of Performance Measurement and Management in John Katsoulis Perform Editor 2 3 order to maximize results and minimize negative outcomes – As such, this whitepaper will explore five key recommendations first outlined under the Government Performance and Results that serve to demystify the perceived complexity related to Act (GPRA) in 1993, and later in a new piece of legislation called the ARRA requirements – more specifically, how to leverage The President’s Management Agenda, which was introduced proven methodologies such as Performance Management for in 2002. What sets the ARRA apart is the scale of the Act and successful execution and communication of stimulus projects the urgency it represents, across the nation and at every level and the results they achieve. of government. With a $787 billion ante on the line, federal and state agencies need to get it right, or outcomes may be Lastly, this article will provide an overview of the Actuate BIRT catastrophic to future generations. Doing it right, however, Stimulus Management Solution, highlighting some the unique means that today’s stimulus programs need to sustain future differentiators that set it apart from the one-dimensional growth in areas such as Energy, Transportation, Education, reporting applications or lengthy consulting engagements Health and Infrastructure, while giving the economy the kick offered by other vendors. start it needs today to get back on track. Recommendation #1: Train and Educate Your Integrated Performance Management for the ARRA: Workforce on Key Concepts Understanding the Fundamentals That Lead to A common misconception at many organizations is that Success behaviors and activities are the same as results. Upon closer With so much money at stake, and an overwhelming amount scrutiny, however, there is a realization that employee activity of information being published about how government needs volumes and what we perceive as good behaviors don’t always [ Figure 1.1 ] to respond to the challenge, how should government agencies have a direct correlation with moving an organization towards engage the process to ensure they can both focus on delivering a common set of goals and objectives. Recommendation #2: Ensure Everyone Understands Recommendation #3: Communicate In-Context expected results while responding to the enhanced demands the Mission (Defining Your Organization’s Short- and Performance Results, Outputs and Outcomes to All Engaging Performance Management will take you on a for transparency and accountability outlined in the Act? Long-Term Goals) Stakeholders Using Current Technologies journey that involves collaborating with multiple internal and Moreover, what pitfalls should government avoid to ensure that external stakeholders. It also involves improving how goals Your organization educated its people on key concepts, yet Effective communication of your operational, organization- the individuals tasked with managing the successful execution and objectives are communicated, so that everyone can the question remains: How do you attain visibility into the wide or initiative-specific strategy (in the case of the ARRA) of these programs are equipped to focus on their delivery as understand the strategy in question. As the journey unfolds, performance of your goals, KPIs and metrics? More importantly involves transforming directions and goals into an actionable opposed to managing the data around the program? History the relationship between leading and lagging indicators, goals for government, how do you effectively communicate these plan which in turn will help align frontline resources to day-to- has taught both corporate and government sectors that an and KPIs – in addition to how individuals contribute to each – results in a manner that adheres to demands for new levels of day activities. Automation is a key element to success in this overabundance of data can systematically begin to paralyze needs to be clearly articulated, which in turn encourages the transparency and accountability? area, as is the ability to represent and utilize more than one Performance Management Framework. an organization. Without a clear direction and identification of alignment of resources to strategy. It’s vital that you explain An effective Performance Management initiative must follow goals and objectives, individuals within any organization either these relationships to ensure everyone understands how their a systems-based approach, which consolidates and logically Typically, government organizations are already (knowingly or lose sight of the mission or may have never understood the activities