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SAP BusinessObjects Strategy Management has a browser-based interface called the Administrator that enables strategy management administrators to create the necessary components for the strategy management application, and to maintain and optimize the strategy management application. The Administrator minimizes the impact on already overburdened IT staff by allowing organizations to distribute administrative tasks to many people throughout the organization, promoting self-service.

Use the Administrator to define objectives, perspectives and themes, as well as to set up targets and relative weights for key performance indicators. Select business users can define the relationships between strategy and data, producing goal diagrams and scorecards relevant to their group.

Implementation Considerations

There are several types of users who perform various levels of tasks in the Administrator and the strategy management application. For information, see Administrative Roles and Permissions.

Grayed out options indicate that you do not have permission to use those aspects of the application. This Help covers all topics available in the Administrator to accommodate all types of administrator users.

Note Note

If users are running the strategy management application at the same time you are making administrative changes to it (for example, you create KPIs for a context that users are reviewing), the users do not see the updates immediately. They see the changes the next time they start the strategy management application.

End of the note.

Features

The Administrator has the following sections:

  • Libraries, where you create and maintain objects that are used over and over again among multiple contexts. You can create and maintain perspectives and objectives and KPIs that can be used across all contexts. When you define the objects in the library, you provide general definitions that are useful to all contexts.

    For more information, see Libraries.

  • Contexts, where you create and maintain your contexts. Creating a context is the first step toward building your strategy and scorecard. The context is the component that links a particular mission, vision, strategy, set of perspectives and objectives, scorecard, pubic reports, and dashboard together, all for particular groups to access.

    For more information, see Contexts.

  • Strategy, where you develop the Strategy component of the strategy management application. As managing goals requires more than simply displaying current objectives, the interactive strategy component helps provide the often missing motivational aspect of strategy. Consisting of pathways or themes, process and goal diagrams, and cause and effect, the Strategy component makes the strategic plan become more than just a static impenetrable document by providing a collaborative environment to visualize, discuss and update goals.

    For more information, see Strategy.

  • Scorecard, where you set up the scorecard. You can set defaults for how you want to display missing or null data for KPIs and objectives, and how you want to filter the scorecard by dimensions.

    Initially, you can set up the objectives and perspectives even before you have developed the KPIs. Once you are ready to implement a full scorecard solution, you can then set up the KPIs based on the dimensional model measures and assign them to objectives and optionally perspectives. Associating KPIs with an objective allows you to measure and monitor the objective's performance against the KPIs and against other objectives.

    For more information, see Scorecards.

  • Administration, where you create and maintain application groups, group permissions, Home page configurations, model connections, system defaults, and application defaults and update user responsibilities.

    For more information, see Administration.

  • Entry and Approval, where you set defaults for Entry and Approval and access the Entry and Approval component, which is the distributed and delegated entry, approval, and publishing component that streamlines the process of populating metrics. Easy to follow workflow provides structure around a traditionally labor-intensive process, alleviating costly errors and significantly reducing the amount of time spent on metrics collection and approval. Additionally, organizations can quickly collect metrics without having to spend time integrating transactional systems or establishing a data warehouse for just a few metrics.

    Users enter data for Performance Management models, and monitor the data entry effort through a workflow process. Once the data entry process has been completed, the data is loaded into the performance management Application Server models from Entry and Approval.

    For more information, see Entry and Approval.

  • Scheduler, where you set schedules that define how frequently to check for scorecard updates, load data from external sources, update PAS metrics, and sync user tables.

    Users subscribe to the scorecard alerts in the My Alerts section of the Home component for particular initiatives, objectives, and KPIs. If a milestone's, objective's, or KPI's activity is detected during the Scheduler's periodic check, any user who subscribed to that activity and that particular object receives notification in the form of an email alert or a Home component notification, depending on how the users set up their notification methods.

    For more information, see Scheduling.

  • Connectors, where you specify the GRC external source data to use for KPIs and the Heat Map in the Home component.

    For more information, see Connectors.