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Project Case Study - Performance Measurement Portal
The overall purpose of this system was to enable a company's document & its business strategy along with critical success factors and define an information bank with key performance indicators (KPI aka Balanced Scorecard) that act as signals for monitoring business health or provide alerts for decision making to avert potential problems in the business.
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Contents
Performance Measurement system Project Description
Performance Measurement system Capability Analysis
Performance Measurement system Technology Architecture
Performance Measurement system Tangible Benefits
Performance Measurement system
Performance Measurement system
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Performance Measurement system
Project Description
The overall objective was to enable companies to cost effectively monitor key performance indicators to achieve their strategic objectives. A completely generic solution while technically and conceptually elegant was too formidable for users to configure and use. We recommend a set of pre-configured industry specific versions of the proposed performance management system (hereafter PMS). These pre-configured versions can be further enhanced or modified by the customers to match their specific business needs. Security was a key concern and SSL was used for communication across application tiers (browser-web server-database). Database can be stored on another host if required and can be accesses only through programs and not accessible directly. All data in database can be kept after encryption by encryption methodology and decrypted when required.
Java EE was used to develop this web application at Linux Platform. Data security was dealt with detail in this proposal and was an important part of this project. AJAX methodology and XML was also be used to fetch the data from database and show dynamically.
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Performance Measurement system
Capability Analysis
In this section, we have described the comprehensive list of capabilities that the proposed application provides to the following types of users::
Site Visitors
Registered Client & Administrator
Users of Registered Client
Super User
The next page describes the capabilities of the site for the above types of users. Based on this analysis, we have prepared a navigational layout for front-end site as well as the admin panel. Finally, we use these artifacts to create a work breakdown structure and assign roles and estimated person hours for each activity. Consolidated effort estimation, project schedule and price / payment terms was provided.
Site Visitors
Site visitors can go through the informational pages like About Us, Our Approach, and Contact Us etc and can go through the demo of the online service. Site visitors can also see different membership options and can register for available free services. Site visitor can also go through the service brochure for more details. Site visitor can also browse the feedback about services submitted by registered users.
Site visitor can also go through a survey questionnaire to check the suitability of services for him.
Guide to Improve PMS
References for Other useful sources of PMS
Registered Client & Administrator
Registration Form & Fee Settlement by Credit Card
Email Confirmation of Registered Member with Login Details
Login & Forgot Password - Registered user can login and can be reminded forgot password at his registered email address.
Setup Wizard for Strategy Review
PowerPoint File for Instructions to complete Setup
Other Tutorials to guide the user throughout the Setup
Configure Vision, Objective & Target
Define Informational Bank - Here administrator decides which tables and entities have to be used and what would be the fields, these tables and fields can be added dynamically and XML was used to exchange the data
Define Critical Success Factor
Define KPI
Cascading and grouping of KPI with product, market segment, employees and Countries
Defining Weightings of KPI in different groups, for employees, countries, products and market segment
Define User, access rights, rolls
Attaching User with different catalog of skill sets
Defining Skill type and skill set
Attaching references of useful guide with each skill set
Cockpit Function
Cockpit Customization for the required KPI
Dragging different objects such as trend chart, gauges and button and associates them with KPI or their groups
Daily Report sending facility to specified email
My Cockpit
My Settings
Help
View
Select Period
Cockpit
Strategy
Summary
Manage
Events
Manage Events
Search
New
Open
Delete
Analysis
Manage Analysis
Open
Reports
Manage Reports
Search, New, Delete, Office, Refresh
Publish
Publish
Recall
Drilldown
Search
Open
Actions
Manage Actions - Search, New, Delete
Tools
Events
Import New Events
Export Events
Manage Event Types
Change Chart Settings
Manage Functions
Publish
Change Web Settings
Reports - Manage Report Templates
Create
Vision - Save, Headlines
Perspective - Search, New, Delete, Headlines/td>
Indicator - Search, New, Delete, Headlines
Structure - Up, Down, Add, Remove
Strategy - Preview - Settings
Administrate Organization
Search, New, Copy, Delete, Report
Manage Alerts & Notification
Action Progress
Verify Effectiveness
Registered Clients
Define Personalized Dashboard
Browse & Filter KPIs and Reports
Feedback and Suggestions
Access Help file, Demo, and documentation
See Trend & Alerted by email against their objective
Action Progress
Message Board
Data & Objective Entry
Daily Planner
Strategy Map
Scorecard
Super User
Add Registered User & Give Permission according to their membership level
Confirm registration by email
Password Reset for Registered Users
Payment History
Delete, Ban User
All permissions of Registered User & Users of Registered Client
Send Message to Registered User
Broadcast Message to all users at once
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Performance Measurement system
Technology Architecture
Secure transfer and storage of information was the key design consideration. SSL was used not just for communication between browser and web server but the communication between the application and database server was encrypted as well. Java EE in model view controller architecture on a Linux server was the recommended choice for building this application. Java enabled browsers also provide sandbox security within the JVM process container. We recommend Java EE for the following reasons:
Easier development. The focus in Java EE 5was ease of development. With Java EE 5, there was less code to write -- much of the boilerplate code has been removed, defaults were used whenever possible, and annotations was used extensively to reduce the need for deployment descriptors.
EJB -- simpler, better. EJB 3.0 makes programming with Enterprise JavaBeans technology simpler through the use of Plain Old Java Objects (POJO), it also introduces a new persistence API.
Enhanced web services. Java EE 5 includes simplified web services support and the latest web services APIs, making it an ideal implementation platform for Service-Oriented Architectures (SOA).
JSF, JSTL, AJAX, and more. Constructing web applications was made easier with Java Server Faces (JSF) technology and the JSP Standard Tag Library (JSTL). Java EE 5 supports rich thin-client technologies such as AJAX, technologies that was crucial for building applications for Web 2.0.
The Web browser itself plays a large role in the security of the system. The Web browser defines and implements a security policy for running downloaded Java code. A Java enabled Web browser was include a Java interpreter and runtime library along with classes added to implement a Security Manager and various Class Loaders. From a security standpoint, the Web browser's implementation of the SecurityManager was much more critical than the implementation of the Class Loaders.
The Security Manager controls the access to critical system resources. This allows the writer of a Web browser to implement a specific security policy by subclassing the Security Manager and overriding certain methods, and then installing the new version as the system Security Manager. Since the subclassed Security Manager implements the security policy, it was critical that the Web browser's version of the Security Manager was implemented correctly. In the extreme, if a Java enabled Web browser did not install a system SecurityManager, an applet would have the same access as a local Java application.
The Web browser's security policy can be made arbitrarily complex since the SecurityManager hooks provide a flexible interface. Any policy that can be programmed can be used. For example, the policy can have the SecurityManager query the user with information regarding any particular requested access.
The first phase was offered a pure centralized hosted application which the users can rent out through online payments on the site.
Cross browser compatibility was ensured and architecture of both business as well as database tier was fully scalable for future enhancements. XML was used as the format for all information exchange between application modules to ensure standards based implementation that was compatible with any future standards based implementation.
There was an external integration required for "Live Person Chat" which allows the site visitors to communicate using chat with the support personnel for their queries. It was have some html tags given by the "LivePerson.Com" which needs to be integrated with the proposed website in order to implement this feature.
The website was developed considering for future enhancements, which might be flexible without affecting the current version. The other was a of integration was for processing of online payments using credit / debit cards or ACH transfer.
Dundas Charting and Dundas Gauge can be used as a third party utility for charting and KPI measurement with dashboard and scorecards. These costs was not included in this proposal and client has to provide these third party utility if required at his cost.
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Performance Measurement system
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