Consulting Services - Performance Management

A Realistic and Fully Defined Plan

Our team of experts will work with you to develop a detailed implementation and roll-out plan, with a clearly defined and adjustable scope, enabling you to attain your objectives within your desired timeframe.

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A Personalized Performance Management Application

Through a series of facilitated planning sessions, our experts work with you to identify and align areas such as critical indicators, metrics and activities with your specific strategic objectives and performance criteria. These will include your chosen formal framework or we will work with you to develop a means to measure and monitor performance in a way which is meaningful to you.

An Operational Performance Driven System

Upon completion of the implementation process, you will be able to immediately evaluate your performance to drive improved decision-making, organizational alignment and accountability. Your system will be user-tested, accessible, and ready to roll-out to your organization.

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Consultative Packages Overview

Organizations can opt for one of a number of onsite packages which deliver a fully operational system in as little as four weeks, or take advantage of our extended services for larger implementations.

Strategy Map Development

A strategy map is a common method of displaying organizational goals using a series of Performance Management cause-and-effect relationships. This series of facilitated sessions is designed for organizations that have a defined set of strategic objectives and want to create a strategy map or evaluate their existing strategy map, as well as align key performance areas and critical success factors.

Measure Evaluation

Determining what to measure can be a very difficult task in the face of changing strategic objectives, differing goals, budget constraints and changing industry standards. To ensure that your Performance Management initiative stays up-to-date and focused on the current direction of the organization, measure evaluation must take place on a consistent basis. We will work with you to determine efficient and effective measures that will guide your success.

Target Setting

Target setting for individual measures is a key step in developing a Performance Management system that accurately reflects the priorities of the business. Developing and communicating performance expectations using clear-cut business rationale will ensure that employees align day-to-day activities to organization goals. This workshop will define a methodology for setting realistic, achievable measure targets.

Gaining Buy-in for your Performance Management Initiative

Introducing Performance Management can often present many challenges which may hinder the growth of the initiative, resulting in a longer time to realize a return on investment (ROI). Our Performance Management experts will educate your team on effective strategies to establish credibility for your Performance Management program, and assist in identifying concrete tactics to overcome obstacles to change management.

Best Practices in Performance Management

Our experts will educate you on best practices in Performance Management and help you identify gaps between where you are in your performance management journey, and where you could be. You will leave with a concrete list of actions that will maximize the effectiveness of your Performance Management initiative.

Data Acquisition Package

The Automated Data Acquisition Specification for Actuate Performancesoft Views provides customers with a roadmap to developing a direct connection between Views and any and all underlying data sources.

Software Support Packages

TopView

A comprehensive implementation package that includes the support, assessment, guidance and on-the-job training you require to get your pilot Performance Management View up and running, and your key personnel proficient in the use of Performancesoft Views. At the completion of this support package, you will have an operational database and a solid roll-out plan to ensure the long term success of your initiative.

Get OnTrack

Our GetOnTrack implementation process includes the support and training you require to effectively begin using Performancesoft Track. The outcomes will be an operational Activity View, hands-on System Specialist training, and two days of flexible off-site support by our Professional Services experts. Online Track user training is also an option.

Train-the-Trainer

To assist in deploying Performancesoft Views throughout an organization, many clients have found it beneficial to train internal resources to conduct their own user training. The Train-the-Trainer program is used to prepare your internal resources to deliver this training.

Remote Administration

This customized implementation process includes the planning and support you require to implement your Performance Management initiatives. Whether you are at the beginning stages of your implementation, or are a long-time Views user, our Remote Administration can offer the appropriate level of support to help you accomplish all of your strategic and operational goals.

Post-Implementation Services

Effectively Using Views and/or Track in Meetings

Unique and elegant methods of customizing your database will help to engage your users during meetings and will help them make informed decisions. During this workshop, our experts will educate you on effectively using Views in meetings, including sample agendas and discussion flows to facilitate a productive and effective discussion.

Creating Enticing Interpretive Tools in Views

During this workshop, our Specialists will work closely with your team to customize the Performancesoft Suite’s interpretive tools in order to maximize user understanding and acceptance. Having customized tools that meet the specific needs of your users will ensure they are provided with the appropriate information to make quick, informed decisions.

Additional Rollout within Views

Designed for those organizations that have already completed the first phase of their Views implementation, this package includes the support you require to execute and deploy the next phase of your Performance Management System from both a business process and software perspective. The focus is on deployment strategies to roll Views out efficiently to additional parts of the organization, how to incorporate new metrics into an existing framework, and how to create a sustainable long-term business process for your performance management program.