Process + People at the Right Place + Right Time = PM Success

Launching PM systems is more than just technology…it is also process and people…

With regards to the 2nd note regarding recruiting strategies, I
wouldn’t limit myself to just ‘IT" managers. This is a misnomer as
folks on the business/finance side of the house tend to understand PM /
BI at it’s core, though they may call it something else like financial
heartbeat reporting or by the product name like Hyperion Essbase

At the end of the day, you want a true "data analyst/architect" type; a
base knowledge of differing data architectures is extremely important,
as is employing someone with the critical thinking skills to think
outside the box. I know many an analyst that is far from what their
title would imply; they might have labored in the passed to create
Excel spreadsheets which may or may not be impressive to an end
audience, only to have them fail when you ask them to construct an
analysis plan from scratch. True analyst’s will be able to derive areas
of opportunity by merely walking the halls and talking to folks
indirectly; they will "walk a process" before trying to solve the
challenge with business intelligence.

Now, on to recommendations for a performance management approach:

People do not know what they do not know it, until they know it. In
addition, once they know what they need to know, be prepared that they
will want to change and iterate upon it. .

The oohs and ahhs of dynamic gauges and widgets never lasts that long
if the system cannot respond to their needs in a timely fashion. We all
have war stories of deployments gone wrong when the company didnt adopt
it as we planned in our ROIs.

This is a direct result of practitioners developing solutions in a
broad sweep approach, whereas they try to boil the ocean upfront,
promising all of the bells and whistles that vendors will sell you on,
but not realizing that you have to approach PM and BI in terms of where
you are trying to get to in your business, and how to use the 3 forms
of BI to get there.

There is no One Size Fits all approach. I would recommend
Operational BI for your case, not to the exclusion of the others
either. You need all 3 to be successful.

First, understand the three types of BI: strategic, tactical and
operational. Each one comes with an implicit frequency of data refresh

Strategic BI is what many PM software packages focus on as they
offer large return, however, they do not address the day to day
decisions that need to be made outside of the C-levels.

Tactical BI helps managers and department heads make weekly and
monthly tactical decisions, such as how to allocate resources to meet
the new strategic initiatives.

Operational BI helps a much wider audience, from dispatchers and phone
operators to hands on managers to executives – make thousands of
operational decisions each day; unlike the other two, decisions need to
be made quickly before a problem escalates beyond control. This bucket
is where I THINK you should focus.

While the relative value of the decision is smaller than the other
two, the collective impact of those operational decisions is


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