The role of the author is to capture and record strategies
that serve as the basis for the Performance Management solution.
An author serves both a business role and a technology role in the
enterprise. The author outlines strategies as they evolve and then captures
these in PMF as the basis of all scorecard views. The author also
interacts with the PMF administrator to ensure that measures needed
for the overall strategy are loaded, and checks the good sense and
accuracy of these measures.
Note: When making any changes within the Author tab, it
is recommended that you click the Refresh Contents
to ensure that your changes take effect immediately.
Scorecard Building Methodology
To build a scorecard with a Business Strategy Committee,
- Interact with
the Business Strategy Committee (if you have one) to build strategic
- Determine indicators
- Identify processes
- Build the scorecard
Determine the following:
- Key Performance
- Mission statement
Determine and specify the following:
Determine the options for Today page content, which include:
different versions and options.
the roles of various users in the organization.
content with the Business Strategy Committee after you successfully load
Interact with administrators who will:
- Acquire measures.
- Acquire dimensions,
sources, datapoints, and measures.
- Set up feeds.
- Set up Dimensional
security, if desired.
- Test loads.
The main schemas of PMF, and
questions you should ask are:
Measures. What do you want to
measure? Where do measures originate? What units of measure are
needed to support these? How should these be aggregated?
sources will provide data for your measures? Do you have all data
on hand, or will you need to capture some from end users or other personnel?
Dimensions. What business dimensions
are required? Examples of dimensions to consider are Customer, Location,
Product, Service, Organization, and additional Time dimensions.
Scorecard. What overall business
strategies are to be implemented? One strategy is supported per
specific, measurable goals are included in a strategy?
risks are present and need to be tracked? How can these be measured?
specific projects are linked to your objectives?
specific processes are linked to your objectives?