What's Missing from Your Dashboard Framework?

Lars Nordwall

Senior Director, Solutions

Novell, Inc.

Virendra Vase

Executive Vice President of Operations and Engineering

Experian, Inc.

Agenda

Novell at a glance

Problem: Information overflow

Solution: The Novell secure enterprise dashboard

Dashboard at Experian / MetaReward

Q&A

Novell: Products = then; Solutions = now

Novell’s history: Product company with expertise in multiple areas

Relatively small transactions

Minor visibility to the business unit and low ROI

Buyer: IT Director and IT Administrator

Current Novell: ‘Identity driven’ and open source solutions

Small to large transactions

Major business impact and high ROI

Buyer: Senior management

Novell at a glance

Identity Driven and Open Source solutions

Recent acquisitions added market-leading consulting, Web services and Linux offerings to the Novell portfolio

Novell 2003 revenues were in excess of $1.13 billion

Serves 50 percent of the Fortune 500

100 offices in 37 countries

$1B+ in cash & short term investments

How do you provide information for decisions?

How do you keep sensitive information out of the wrong hands?

How do you manage the tension between these goals?

Does the Business see YOU as an expense or as a value add? Can they trust YOU?

Design of a visual dataset to represent the same information

MTD Total Admissions
Actual to Budget

MTD Total Revenue
Total to Budget

MTD Cash Posted
Actual to Target

MTD Average Daily Census
Actual to Budget

YTD Total Admissions
Actual to Budget

YTD Average Daily Census
Actual to Budget

YTD Total Revenue
Total to Budget

YTD Cash Posted
Actual to Target

above expectations

within expectations

below expectations

Rocky Mountain

Region

Southwest

Region

MidAmerica

Region

MidWest

Region

Tennessee-Georgia

Region

Florida

Region

Appalachia

Region

MTD Average Daily Census above expectations,
but MTD Total Revenue below expectations

MTD Posted Cash below expectations

YTD Total Revenue above expectations

These two views contain the same information

Actual-to-Budget comparison calculations for all facilities and summary levels

Are the results what I expected?

But the pictorial view more quickly answers the question:

Dashboard challenge

CLAP Tools

Integrated Portal

Business Intelligence Tools

Data Integration Capability

System 1

System 2

System 3

(Compliance Monitoring)

Wrap-around Secure Identity Management (Access Controls)

(Identity Management)

Executive
Management

External
Stakeholders

Departmental
Decision-makers

Others

Eliminates the risk that the wrong people will see sensitive information

The elements of a complete dashboard solution

Personal View

The scorecard indicates a downward trend in

Gross Sales for Handheld Models

CLICK!

Study the trend over time and

compare to target.

Analyze Income and Revenue by product family.

CLICK to drill down into each model in a family

Browser lists the reports this user

is entitled to view

Now browser lists ALL reports,
not just those available to this user

Grayed-out text shows that this user

is not entitled to see this report,

but he can see a sample view

Clicking on this report name brings

up the first page of the report

Grayed-out text shows that this user

is not entitled to see this report,

but he can see a sample view

User can request access from the

report owner via automated workflow

Open Portal & Data Integration Software

Novell exteNd™ products

Business Intelligence Software

Hyperion's products

Secure Identity Management

Novell Nsure® products

Business Consulting &
Implementation Services

Novell & Hyperion provide what's needed for a complete dashboard solution

With the flexibility to substitute technologies in a truly open architecture

Leader in Online

Customer Acquisition & Loyalty

About MetaReward

San Carlos, CA (20 miles south of San Francisco)

Headquarters

September 1999

Founded

Acquired by Experian in November 2003. MetaReward operates as a division of Experian Consumer Direct.

Parent Company

Strong revenue growth and consistent profitability for 3+ years

Financials

70

Employees

Over 150 clients including: American Express, AOL, Bank One, BMG, Bookspan, Chase, Columbia House, Discover, eBay, eMode, GM, Memberworks, NetFlix, Netscape, Sprint, Time Warner and Trilegiant.

Clients

MetaReward is a leader in online customer acquisition and loyalty programs. MetaReward’s technology platform enables clients to cost effectively acquire and retain customers.

Business

MetaReward Clients

Partner Overview

Direct Marketers

Web Publishers

NetFlip Network

Solution Overview

Analyze business needs and processes

Building a secure enterprise dashboard

Senior executive involvement

Cost savings

Increased business value

Lower risk

More flexibility and limited dependency

Approach

Situation

Business results

No unified decision support and reporting solution

IT support required to do customer and purchase analysis

Margin Analysis

Enhanced Visibility

Increased Partner Control

More Targeted Offers

Tactical Overview

Member Retention

Increases Acquisition

Smarter Marketing Spend

Better Member Retention

Business Overview

Better Revenue Estimation

Incorporates Historical Trends

Daily Automated Data Access

Accounts for Discrepancies

Executive Overview

Revenue by NFN Site and Publisher

Total Estimated Revenue

Publisher Name

NFN Name

Spanning all levels of the enterprise

TACTICAL

EXECUTION

OPERATIONAL

MANAGEMENT

STRATEGIC

MANAGEMENT

Executive

Management

Operational

Management

Line

Managers

Targets

Detailed Reports

Activity management

Hourly/daily

Forecasts/variances

Budgets

Operating Plans

Resource allocations

Daily/weekly

Goals/Strategies

Financial & operational
projections

Weekly/monthly/daily

Secure Enterprise Dashboards
powered by Novell & Hyperion

Complete & scalable robust solutions

Based on market-leading technologies and deep services expertise

One “throat to choke” - all support through one vendor

Integrates with your existing applications, portals, BI tools

Automates existing business process rather than imposing new ones

Lays foundation of a complete, integrated secure identity management and portal solution

Question & Answer

Please note that these slides are designed to…

Provide salespeople with key messages and supporting material they can use in discussions with business executives and enterprise decision-makers

Frame the performance visibility problem space, and how Novell addresses it, in a way that goes beyond business intelligence and highlights the need for a secure identity management and open portal/data integration framework

Provide a launching point for a conversation tailored to the customer’s needs. See script for suggested discussion topics.

Be customized – the slide deck is a tool set, not a recommended, final customer presentation.

The net result is that although many organizations use one or more “dashboard” solutions, they face the challenges depicted in this diagram. To begin with, multiple reporting systems and applications are used, each with a portal or client interface that requires a separate login, and each delivering only a limited view of the complete enterprise picture. This requires an executive to consult multiple systems, portals and reports to cobble together a view of overall enterprise health.

Further, the information gleaned through these systems is delivered to every information consumer in the same way—regardless of whether the user is a LOB Manager or the CFO. These reporting systems do not recognize the unique information needs of individual users and do not securely deliver or customize information based on the organization’s business policies. This not only creates the possibility of information falling into the wrong hands, it requires each user to filter or interpret data, leading to inconsistencies and a failure to align individual decisions with overall enterprise goals.

2003-12-08T12:43:39