Administration

Use

The administration application enables strategy management administrators to create the necessary components for the strategy management application, and maintain and optimize the strategy management application. The administration application 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 administration application to define KPIs, objectives, perspectives and themes. Depending on your user role set up by the system administrator, certain 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 administration application and the strategy management application. For information, see Roles in the Applications.

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 application to accommodate all types of administrator users.

Features

The administration application has the following sections:

• Administration, where you set up Home tab configurations, model connections, system and application defaults, update user responsibilities, and delete obsolete items.

  For more information, see Administration.

• Library, 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 Library.

• Context Management, where you create contexts and specify which roles can access the context. 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, and scorecard all for particular roles to access.

  For more information, see Context Management.

  You also develop the Strategy tab of the strategy management application. Since managing goals requires more than simply displaying current objectives, the interactive strategy component helps provide the missing motivational aspect of strategy. Consisting of pathways or themes, process and goal diagrams, and cause and effect, the Strategy tab 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.

  You also develop the scorecard. Once you add perspectives, objectives, and KPIs to the context, you can define how to measure these items within the context.

  For more information, see Scorecards.

• Entry and Approval, where you set defaults for the Entry and Approval application.

  For more information, see Entry and Approval Defaults and Setting Up an Entry and Approval System.

  The Entry and Approval application streamlines the process of populating measures and approving the data. Users enter data 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 the Entry and Approval application.

  For more information, see the Entry and Approval.

• Scheduler, where you set schedules that define how frequently to calculate initiative status, calculate scorecard objects, restart sessions, reassign owners, load data from external sources, update Application Server measures, and send out initiatives notifications.

  For more information, see Scheduler.