Transcript Folie 1

6th Expert Meeting
Business Process Management (BPM)
Business Activity Monitoring (BAM)
Complex Event Processing (CEP)
Service Oriented Architecture (SOA)
Event Driven Architecture (EDA)
Experiences with inserting and flexibly
modifying KPI-sensors in business
processes at Audi and Haspa
by
Markus Hofer
Andreas Schindlbeck
Carolin Vogl
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
Agenda
1) Definition of „Key Performance Indicators“ (KPIs) | Markus Hofer
2) Areas to be analysed | Markus Hofer
3) Identification of KPIs | Markus Hofer
4) Difference between KPIs and Pis | Markus Hofer
5) Implementation of KPIs in the IBM Business Modeler | Carolin Vogl
6) Implementation of KPIs in the Integration Developer | A. Schindlbeck
7) Experiences | Andreas Schindlbeck
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
Definition of KPI 1/2
Introduction
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs

KPIs are the detailed specifications used to track business
objectives and they usually have a target or ranges or both
to measure how well a business is achieving its´ objectives

KPIs are calculated using data from multiple runs of the
process

KPIs make it for business possible to measure an aspect of
the business compared with a defined goal
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
Implementation in WebSphere
Modeler
Implementation in WID
Experiences
15.01.2008
Definition of KPI 2/2
Introduction
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs

KPIs are financial and non-financial metrics used to
quantify objectives to reflect strategic performance of an
organization

KPIs are used in Business Intelligence to assess the
present state of the business and to prescribe a course of
action

The act of monitoring KPIs in real-time is known as
business activity monitoring

KPIs are typically tied to an organization's strategy
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
Implementation in WebSphere
Modeler
Implementation in WID
Experiences
15.01.2008
Areas to be analyzed 1/3
Introduction
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and Pis

1.
Among the areas top management analyzes are:
Customer related numbers:
1.
New customers acquired
2.
Status of existing customers
3.
Customer attrition
2.
Turnover generated by segments of the customers –
these could be demographic filters.
3.
Outstanding balances held by segments of customers and
terms of payment.
4.
Collection of bad debts within customer relationships.
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
Implementation in WebSphere
Modeler
Implementation in WID
Experiences
15.01.2008
Areas to be analyzed 2/3
Introduction
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs
5.
Demographic analysis of individuals (potential
customers) applying to become customers and the
levels of approval, rejections and pending numbers.
6.
Delinquency analysis of customers behind on
payments.
7.
Profitability of customers by demographic segments
and segmentation of customers by profitability.
Implementation in WebSphere
Modeler
Implementation in WID
Experiences
This is more an inclusive list than an exclusive one. The
above more or less describe what a bank would do but
could also refer to a telephone company or similar service
sector company.
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
Areas to be analyzed 3/3
Introduction
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs
Implementation in WebSphere
Modeler
Important is:
Implementation in WID
Experiences
1.
2.

KPI-related data which is consistent and correct.
Timely availability of KPI related Data.
Faster availability of data is beginning to become a
concern for more and more organizations. Delays of a
month or two were commonplace. Of late several banks
have tried to move to availability of data at shorter
intervals and less delays.
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
Identification of KPIs 1/2
Introduction
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs

It is necessary for an organization to at least
identify its KPIs
Implementation in WebSphere
Modeler
Implementation in WID
Experiences

The key environments for identifying KPIs are:
 Having a pre-defined business process
 Having clear goals/performance requirements
for the business processes
 Having a quantitative/qualitative measurement
of the results and comparison with set goals
 Investigating variances and tweaking processes or
resources to achieve short-term goals
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
Identification of KPIs 2/2
Introduction
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs
When identifying KPIs the acronym SMART is often applied
Implementation in WebSphere
Modeler
Implementation in WID
Experiences
KPIs need to be:

Specific

Measurable

Achievable

Result-oriented

Time-based
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
Difference between KPIs and PIs
Introduction
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and Pis
Implementation in WebSphere
Modeler
Implementation in WID
Experiences
Company A
Company B
KPI:
Duration
of a business process
Number of employees
PI:
Number of employees
Duration
of a business process
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
Identification of KPIs in the Audi process
Status 1
Status 2
record the
project
Project manager
proposal
IT Forum,
PIO,
Project Council,
IT Services
manager
FP-management
(CIO)
UEK
member
Status 3
Status 4
Status 5
Status 6
execute
the
project
prepare the
decision
ja
check the
proposal
GP* ≥50T€
||
FL* ≥10T€
prioritize
project
proposal
pass
project
proposal
GP* <100.T €
FL*< 10T€
nein
GP* ≥100T€
FL<10T€
information to
CIO
via I/FP-13
GP<100T€
FL* ≥10T€
permit the
external service
for the project
permit
financial
aspects of the
project
FPControlling
* GP: Gesamtprojektkosten
FL: Fremdleistung
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
How to implement KPIs in the IBM WebSphere
Business Modeler Advanced (Version 6.0.2.1)
1. First of all you have to click in the work area of the Business
Monitor to deposit the KPI in the process
Introduction
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs
Implementation in the
WebSphere Modeler
Implementation in WID
Experiences
IBM WebSphere
Business Modeler Advanced
Audi
process
Business Monitor
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
Introduction
Definition of KPI
Areas to be analysed
Identification of KPIs
2. In the Business Monitor you have a Business Measure displayed
as a key performance indicator (KPI)
Difference of KPIs and PIs
Implementation in the
WebSphere Modeler
Implementation in WID
Experiences
1.
2.
3.
1. Business Measures view
2. Click on the Business Performance Indicators tab
3. Click Add to create a new KPI
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
How to implement KPIs in the IBM WebSphere Business Modeler Advanced
Introduction
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs
Implementation in the
WebSphere Modeler
Implementation in WID
Experiences
In the Business Measures Details window,
select the Business Measure type KPI
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
How to implement KPIs in the IBM WebSphere Business Modeler Advanced
Introduction
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs
Implementation in the
WebSphere Modeler
Implementation in WID
Experiences
1.
2.
The first KPI „project_proposals_per_Day“ in the Audi process
1. Name-field:
Specify the name for the KPI
2. Description-field:
Declaration of the functionality of the KPI
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
How to implement KPIs in the IBM WebSphere Business Modeler Advanced
Introduction
Definition of KPI
Areas to be analysed
Identification of KPIs
1.
Specify an exact value
that the KPI should achieve
Difference of KPIs and PIs
Implementation in the
WebSphere Modeler
Implementation in WID
Experiences
2.
1. Type-field:
Select a specific Type for the KPI, either Number or Duration
If you did not select a type, the value is optional and can be any text
2. Target value:
For the KPI to achieve
• If you selected Number as the type, you must type a number
• If you selected Duration as the type, you must select a combination of
days, hours, minutes, and seconds
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
How to implement KPIs in the IBM WebSphere Business Modeler Advanced
Introduction
Specify a range or set of ranges
against which to track the KPI
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs
Implementation in the
WebSphere Modeler
1.
Implementation in WID
Experiences
2.
1. Range-type:
• Percentage of target value
• Actual value
2. Click Add to add a range with range name, start value and end value
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
How to implement KPIs in the IBM WebSphere Business Modeler Advanced
Introduction
Specify a period of time over
which the KPI will be monitored
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs
1.
2.
3.
Implementation in the
WebSphere Modeler
Implementation in WID
Experiences
1. Repeating-field:
Period type: daily, monthly or yearly
Specify whether you want to see the last full period or the period in progress
2. Rolling-field:
Number of previous days that you want to see and specify whether you want
to include the last full day (yesterday) or the day in progress
3. Fixed-field:
Specify the start date and the end date
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
How to implement KPIs in the IBM WebSphere Business Modeler Advanced
Introduction
Specify when to send an alert and
the action to take as a result
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs
2.
1.
Implementation in the
WebSphere Modeler
Implementation in WID
project_proposals_per_Day
Experiences
1. Alert description-field:
Describe the conditions under which an alert should be sent and what
should happen as a result of the alert
2. Click Add to add a new alert based on the value of the KPI
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
How to implement KPIs in the IBM WebSphere Business Modeler Advanced
Introduction
Specify the data categories
that will be used to calculate the
value of the KPI
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs
Implementation in the
WebSphere Modeler
2.
1.
Implementation in WID
Experiences
project_proposals_per_Day
1. Dimensions can be data categories such as time, accounts, products
and markets
2. Dimension-field:
To add a new dimension, click Add and change the default name to the
specify dimension
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
How to implement KPIs in the IBM WebSphere Business Modeler Advanced
Introduction
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs
Implementation in the
WebSphere Modeler
Implementation in WID
Experiences
The second KPI „Duration_until_permission“ in the Audi process
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
How to implement KPIs in the IBM WebSphere Business Modeler Advanced
KPI „Duration_until_permission“
Introduction
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs
Implementation in the
WebSphere Modeler
Implementation in WID
Experiences
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
How to implement KPIs in the IBM WebSphere Business Modeler Advanced
Introduction
KPI „Duration_until_permission“
Definition of KPI
Areas to be analysed
Identification of KPIs
Difference of KPIs and PIs
Implementation in the
WebSphere Modeler
Implementation in WID
Experiences
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
How to implement KPIs in the Integration Developer
KPIs in Web Sphere Integration Development toolkit:
A little overview:
Monitor context
instance for
every running
process:
Process 1
Instance 1
Process 2
Instance 2
Process 3
Instance 3
6th Expert Meeting
Collecting all
data in Data
Mart:
Different KPIs:
KPI 1
Cube
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
KPI 2
15.01.2008
How to implement KPIs in the Integration Developer
KPIs in Web Sphere Integration Development toolkit:
1. Implement events
2. Create monitoring project
3. Create Stopwatch
4. Create measures
5. Create KPI
6. Create time dimension
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
Experiences
In contrast to version 6.0.1 of the IBM Business Modeler the
implementation of KPIs in the version 6.0.2 is so easy that everyone
would be able to create KPIs.
The way to implement KPIs in the IBM Modeler is not very complex but
also unspecified.
At least it is necessary to import the KPIs in the Integration Development
Toolkit for completing them.
In our opinion it is too difficult for the standard user so it is necessary
for the operating department to be supported by the IT department.
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008
Thanks for your attention!
Danke für Ihre Aufmerksamkeit!
6th Expert Meeting
Markus Hofer, Andreas Schindlbeck, Carolin Vogl
15.01.2008