3. Monitor & Analyze

Summary: Technologies that present individual and group performance against relevant KPIs to
users at all levels of an organization and enable users to get additional information so they can
take appropriate action.
• Applications that consolidate and combine data from multiple transactional systems,
perform data and currency conversions, eliminate inter-company transactions and allow
for journal entries for financial reporting
• Applications that enable multidimensional analysis of summarized transactional data with
the ability to compare to plans
• Technologies that enable creation of actual and planned data marts (central repository)
• Applications that present dashboards that enable building, tracking and displaying
metrics as well as allowing commentary regarding performance.
o Scorecard displays that incorporate context or acceptable ranges.
• Technologies that enable the design, creation, editing and distribution of performance
reports
• Applications that can be used to query and report from the scorecard level to
transactional details (drill down often requires a change in context to display detail data)