Monday Oct 28, 2013

Taking Your Business Scorecard Golfing

Our workplace world is definitely changing. Not only are we taking work home, but we are working during odd hours in some very strange places.  I had the pleasure of interviewing Jacques Vigeant, Product Strategy Manager for Oracle Business Intelligence and Enterprise Performance Management, on a Podcast, and he enlightened me about how our mobile devices and business scorecards are enabling us to be more accountable and keep a watchful eye on business – even while on the golf course.

Business scorecards have been around for many years - so I asked Jacques if he felt they had changed significantly due to technology. His answer was, “Yes, and no.”  Jacques agreed that scorecard enthusiasts are still passionate about executing the company strategy and monitoring Key Performance Indicators (KPIs), but scorecards and Business Intelligence (BI) as a whole have changed.  He explained that five to six years ago, people did BI work at the office and, for the most part, disconnected from their computer and workplace when they went home – with the exception of checking email and making a phone call or two. But now, that is no longer the case. People are virtually always connected with work and, more importantly, expect their BI and scorecards to be ‘always on,’ regardless of whether they are at their desk or somewhere else.

Basically, the BI paradigm has changed from a 'pull' model, where employees are at their desks querying or pulling information from the system, to a 'push' model where employees expect their BI and scorecard systems to reach out (or push information) to them when there is something of note to learn or something on which they need to take action.

I found this very interesting. However mobile devices do have their limitations with respect to screen sizes – does it really make sense to look at your strategy/scorecard on tiny devices? What kind of scorecard activities can you really expect to be able to do? Jacques’ answer was very logical. “When you think of a scorecard, it is really comprised of an organization of KPIs that are aligned with the strategic objectives of your company. KPIs are the heart of how you will execute your strategy. So, if you decompose that a little more, each KPI is well defined with the thresholds that you should keep an eye on and who is responsible for them. When we talk about scorecarding on a phone, we aren’t talking about surfing the strategy and exploring the strategy map like we do on the desktop. In a scorecarding context, we use the phone more as an alerting mechanism or simple monitoring device for your KPIs.”

Jacques gave a great example of an inventory manager who took part of an afternoon off to go golfing before winter finally hit, and while on the front nine holes, his phone vibrated. His scorecard was alerting him that the inventory levels for one of the products was below some threshold that he had set.  From his phone, he had set up three options within Oracle Scorecard and Strategy Management (OSSM) for this type of situation:

  1. Contact the warehouse manager directly by phone and work it out (standard phone function)
  2. Tap/hold the KPI and add an annotation to the KPI in OSSM using the dictation capabilities of the phone and deal with it more fully when he gets back to the office
  3. Tap/hold the KPI and invoke a business process from OSSM to transfer product from another warehouse with higher stock levels to the one that needs it 



Being on a phone should still give you options to quickly deal with situations as needed, but mobile phones are not designed for nor should try to replicate the full desktop experience.

We covered other interesting subjects in the interview, including how Oracle is keeping pace with mobile innovation and new devices such as Google Glasses, Galaxy Gear, Pebble Watches and more, and how Oracle is handling mobile security– which is great news for our mobile workforce.

To listen to the entire Podcast, click here.
To learn more about Oracle Scorecard and Strategy Management, click here.



Wednesday Aug 07, 2013

Forward Looking DC Courts Improves Processes and Sets the Bar in Managing Strategy and KPIs

Recently, I had the pleasure of interviewing Peter Smolianski, Chief Technology Officer for the District of Columbia Courts (DC Courts) about their five year strategic plan that they are successfully communicating and monitoring through the use of scorecards and dashboards. They are making fantastic progress in supporting their constituents and openly reporting progress on their plan. Following are some of the interesting points covered in our interview about DC Courts’ vision and how they are using Oracle Scorecard and Strategy Management to attain that vision.

Peter began by giving our listeners a brief overview of DC Courts and why they are so unique. In summary, they are a federally funded organization whose judicial officers are confirmed by the President of the United States. They are a fully unified judiciary, which means that they have municipal, county, and state level courts all managed together. They handle probation, mediation, and marriage services within the courts - unlike many other U.S. court systems where such services are all completely separate. DC Courts has 1,500 employees, 150 judges, and processes about 150,000 new filings each year comprised of civil litigations, landlord and tenant cases, small claims, criminal, family, probate, tax cases, domestic violence, and more.

DC Courts is one of the very few courts that has implemented scorecards and has a publicly published 5 year strategic plan. Why is this so unique? “There is no legal requirement to publish a strategic plan,” said Peter. He then told us about the National Center for State Courts (NCSC), an organization that helps to define standards and measures for Trial Court and Appellate courts, including recommended performance management standards, best practices, and Key Performance Indicators. “Courts are not mandated or required to institute these standards,” he said. 




So why are they doing it? DC Courts Executive Office established the Office of Strategic Management to help them set, administer and monitor their strategic plan and related activities. The purpose of each 5 year plan is to improve court proceedings and processes. By reporting this to their constituents, they are demonstrating responsibility to constituents and also providing themselves with a structured way to improve, complete with accountability built in.
As publishing a five year plan and scorecard is unique in this field, I asked Peter to describe what parties were involved from DC Courts and where the data comes from?

Peter told us the following. “Research and Development is the group responsible for developing the measures and for conducting surveys [to get data]. The office of Strategic Management develops the strategic plan. It is responsible to provide the data and deliver reporting – in this case personalized dashboards with scorecard results included. And recipients of the results are responsible to enter data that is not available through other court or IT systems.” Peter also told us that an unexpected benefit was the ability to show scorecard performance on personalized dashboards for each of the executives. “This is a really welcome benefit to help each of the executives analyze and monitor performance of interest to them,” said Peter.

There is so much more to the interview, but my final question to Peter was about what he felt the #1 lesson learned was by DC Courts when they implemented Oracle Scorecard and Strategy Management. His reply was very insightful. “Scorecards are a tool to implement what you have already built with respect to strategy and KPIs. You need to know what you have now and what you want to do in the future. The tool does not help you if you don’t have a strategy. Oracle Scorecard and Strategy Management enables you to automate your approach. Either select the Norton and Kaplan Balanced scorecard framework or another approach, but you need to follow an approach to effectively execute your strategy.”

Great advice! DC Courts are making some great strides in setting strategy and executing on it, and are really setting the bar for other US Courts.

To listen to the entire podcast, click here.

To learn more about Oracle Scorecard and Strategy Management (OSSM), click here.

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This blog will highlight key EPM market trends, recent events and other news of interest to our field, customers and partners.

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