Value thru Business Performance MgtMark Anthony Siason, ME, MPA (Org. & Mgt.)

C a p a b i l i t i e s P o r t f o l i oExecutive Dashboarding, Analytics, and Performance Management

M Mark Anthony Siason

Communication & Team player

Organizational & Process Oriented

Analytical & Tech Savvy

Leadership & ManagementHigh

High

High

High

Quality Management, Analytics, Business Performance

Mark Anthon SiasonThis presentation provides a snapshot into the business performance management and analytical capabilities. This does not limit however the other portfolio of skills and capabilities brought about by experience and deep study into the workings of organization, bestpractices, frontiers of capabilities and technological millieues.

Results-driven professional, specialising in quality systems & management, strategy, governance, project management and corporate performance. Demonstrates a comprehensive knowledge of strategic management function, and integral elements of quality systems and governance, strategic projects, and performance control.

Critical Competencies

E-Dashboarding

Analytics & Insights

Demo

Integration

Value Proposition

Topics

Critical CompetenciesThe creation of the Strategic Planning and Business Development Division has been presipitated by organizational necessity post by prevailing structural and systemic issues and emerging challenges faced by SaleCo.

Visibility Accountability Organizational

Learning Business Insights Strategic Control

Impact

AnalyticsIntegration and Performance Control

Executive Dashboard

1 2

3

Critical Competencies

E-Dashboarding

Analytics & Insights

Demo

Integration

Value Proposition

Topics

E-Dashboard

E-Dashboards are specifically designed to focus on key elements/measures of the business and reduce complexity.

Dashboards provide a first line of sight on critical business challenges and risks.

However, for in-depth investigation and insights, an E-Dashboard is inadequate.

E-Dahsboarding could be easily accomplished using various solutions: SAS, Sharepoint, Filemaker, Tableau, SpotFire, etc.

C-Level and Executive Dashboards are designed to be simplistic and providing first find, first shot capability to Critical measures about the business.

Critical Competencies

E-Dashboarding Analytics &

Insights Demo

Integration

Value Proposition

Topics

Analytics

Further statistical and mathematical investigations can be taken after an issue is found on E-Dashboard to provide insights that aid in the inferential, predictive and prescriptive aspects of BPM.

Other adhoc performance and strategic investigations can be done using stand-alone analytics tools.

Desktop business analytics applications like IBM SPSS Statistics, and SAS JMP can be essential to provide this capability.

E-dashboard is important, but a parallel Analytics capability is essential to augment the limitations of the dashboard.

Critical Competencies

E-Dashboarding

Analytics & Insights

Demo

Integration

Value Proposition

Topics

Demo: Sampe Superstore

As best practice, data integrity is important at the source. So it is important to clean the data first before connecting them to analytics engines.

Most dashboaridng solutions and visual analytics have common capability to import or do live connections to Excel sheet data.

The first thing we need to do is to clean the data and produce a simple Excel Data List which we need to connect later on to analytics tools may it be cloud based like Tableau or stand alone anaytics like SPSS.

Sales data in Excel Sheet has been downloaded from the Internet and used as a case for creating a Sales Dashboard. We will be using Tableau visual analytics tool to create the Dashboard.

Strategic Planning and Business development

1. Import the Sample Superstore data to Tableau. Here we are using the more limited & free Tableau Public.

2. The next step is to build the individual components of the Dashboard called Worksheets. In this case, we would like to see sales and profit data by Geography and by Category.

3. Then we arrange the component Worksheets into a consolidated Dashboard. This would autoupdate changes in the excel file or if this has live connection with Data base server, it would also update live any data changes. (Click this Link to view actual Tableau Dashboard)

Glaring discrepancy in 2012 data.

Sharp decline in sales and profit in Central and Western regions

Increase in sales but negative profits in Southern Region

Observations:

3. Doing a drill down analysis of the Sales figures on Southern Region reveal drastic increase in Sales from $232.42 to $42,614.83 from 2011 to 2012. The only problem with that is that sales have been made at a loss.

Recommended Action:1. Change Pricing Strategy/Policy2. Change Manager

4. Drilling into the steep dive in sales and profit for Central Region from 2011 to 2012 makes us suspect a Segmentation Strategy issue.

Recommended Action:1. Change Pricing Strategy/Policy2. Change Manager

5. Suspecting a Segmention issue for 2012, we went ahead to create another worksheet to show sales and profit by segment.

Sales and profit were driven by high Corporate sales for 2011.

The focus on driving Home Office sales in 2012 caused increase sales but mostly were sold at highly discounted prices hitting on margins (negative).Recommended Action:

1. Review Segmention strategy with focus on driving high-margin Corporate sales.

2. Review Home Office pricing strategy.

3. Include segmentation data on Dashboard.

5. Adjusted Dashboard including Segmentation sales and profit data.

Critical Competencies

E-Dashboarding

Analytics & Insights

Demo

Integration

Value Proposition

Topics

Integration of dataAmong the challenging aspects of building E-Dashboard and visualization is how data is integrated from various sources, including the periodic updating.

Data Sources and

Accountability

Create automation system for

data update

Connecting data and

building the Dashboard

Map out all relevant data to be periodically collected and assign accountable persons to report.

Tie up reporting performance to personal and departmental performance evaluation.

Filemaker could be a good integration platform to automate collection of data from relevant sources with user-specific log-in and credentials

Critical Competencies

E-Dashboarding

Analytics & Insights

Demo

Integration

Value Proposition

Topics

Value PropositionBusiness Performance Management for SaleCo requires critical set of competencies and capabilities along 3 areas.

It is in these areas that the Candidate could confidently contribute plus a lot more.# Critical

CompetenciesRemarks Applications

1 E-Dashboard Creation Proficient in using Tableau for visual analytics and E-Dashboarding

2 Analytics and insights

Profiicient in using SPSS Statistics and SAS JMP for more in depth data analysis.

Background in Statistics and Research

3 Integration/Performance Control

• Proficient in developing Filemaker application as platform for data reporting and Performance acocuntabilities.

Thank You.