Business Intelligence: Corporate Performance Management

In the current climate there is added pressure on business units in every organisation to show clearly how and where they are creating or adding value to the organisation. Good decision making and performance management are key to business value generation but neither are easy in today’s complex world. Furthermore, the corporate focus on IT costs is often driven by the enterprise-wide mandate to ‘do more with less’ and growing demands for compliance and governance-led transparency. Business Intelligence (BI) and Corporate Performance Management (CPM) solutions help organisations with all these aspects of business. They enable organisations to answer three key business questions: “How are we doing?”, “Why are we doing this?”, and “What should we be doing next?”. In terms of product offerings, these largely equate to: scorecarding, reporting and analysis, and forecasting. Most organisations do of course have systems in place to measure and monitor aspects of business performance, but all too often these systems stop at the Finance department. BI and CPM extend this practice to other areas of the business, and provide operational managers and employees with actionable business intelligence, i.e. information that is both relevant and timely.

CONTENTS - April 2009                                                                                                                                                                                                      

Section 1: Management Summary 7

1.1 Management Summary 9

Section 2: Introduction and Business Perspective 15

2.1 Report Introduction and Objectives 17
2.2 BI Past and Present 18
2.3 BI Drivers and Requirements 21

Section 3: Technology Considerations 29

3.1 Core CPM Technology 31
3.2 Related Technologies 36
3.3 Emerging Trends 40

Section 4: Implementation Considerations 45

4.1 Scorecard Methodologies 47
4.2 Best Practice for Corporate Performance Management 50
4.3 Implementation Options 53
4.4 Case Studies 57

Section 5: Market Perspective 65

5.1 The Corporate Performance Management Market 67
5.2 Vendor Analysis 69

Section 6: Tables and Evaluations 75

6.1 Butler Group Corporate Performance Management Features Matrix 77
6.2 The Corporate Performance Management Decision Matrix 92

Section 7: Technology Audits 111

Actuate Corporation – Actuate 10 and Actuate Performancesoft Suite 113
IBM – IBM Cognos 8 BI 123
Information Builders – WebFOCUS Performance Management Framework v5 133
Microsoft – Microsoft Office PerformancePoint Server 2007 143
Oracle – Oracle EPM System V.11.1.1 153
SAP – SAP BusinessObjects Enterprise Performance Management Solutions Release 7.0 163
SAS – SAS® for Performance Management 175

Section 8: Vendor Profiles 185
Adaptive Planning 187
Alight Planning 188
BOARD International 188
Carpio Systems 189
Clarity Systems 190
Covalent Software 191
CorVu 192
Exact Longview 193
Exie 194
Infor 195
Lawson Software 196
myDIALS 197
River Logic 198
Tagetik 199
Varicent 199
Whitebirch Software 200
Section 9: Glossary 203