Completing an impact assessment in Planning Business Modeler

Conducting an impact assessment during your Microsoft Office PerformancePoint Server 2007 planning process will aid in a successful PerformancePoint Server implementation.

The impact assessment should include a determination of affected business activities, identification of application goals and critical success factors, a review of your current performance management processes, and identification of risks with definition of the appropriate mitigation plans.

In this topic

Determination of affected business activities

Application goals and critical success factors

Strengths and weaknesses of current performance management processes

Identifying risks and defining the appropriate mitigation plans

Determination of affected business activities

Identify all business activities that will be impacted by your PerformancePoint Server implementation.

Affected business activity examples include the following:

  • Planning, budgeting, and forecasting

  • Subsidiary-level and corporate reporting

  • Management and executive reporting

  • Workflow management and processes

Top of Page

Application goals and critical success factors

Determine which application goals are most critical to your PerformancePoint Server implementation and develop critical success factors that are unique, pinpointed measures of implementation success.

Application goals examples include the following:

  • Reducing the number of days spent on planning by 50%

  • Adding advanced financial and executive reporting capabilities

  • Reaching more users and involving them in performance management processes

Critical success factor examples include the following:

  • Improved accuracy in budgeting and forecasting

  • Increased management and employee satisfaction with performance management processes

  • Better accuracy and reliability in the performance management system

Top of Page

Strengths and weaknesses of current performance management processes

Identify what works and what does not work in your current performance management processes.

Examples of questions that identify strengths and weaknesses include the following:

  • Are your systems designed to match your business model and organizational structure?

  • Are your reporting needs being met by your current system?

  • Can your organization easily update forecasts and generate corporate-level forecast consolidations?

  • Is the workflow around generating a budget clear and easy to navigate for users?

  • Is your sensitive financial data secure and can you maintain individual permissions based on user?

Top of Page

Identifying risks and defining the appropriate mitigation plans

Identify risks involved with your implementation and define the appropriate mitigation plans before your implementation. Risk identification should include a determination of risk severity and probability of occurrence. Mitigation plans lessen the impact of the risk should it occur. Risks and mitigation plans will depend on your implementation plan and processes and will vary by company.

Risks typically encountered during any software implementation include, a lack of resources such as personnel, hardware, or data, a lack of management support, and the complexity of the planned business scenario. Ensuring that you have a detailed PerformancePoint Server implementation project plan can help mitigate many of these risks.

Top of Page

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!