This Diploma thesis focuses on the alignment of regulatory processes to support corporate performance management in the selected retail company. The main objective is the preparation of process maps that serve as a basis for the implementation of a global standard for automatic exchange of financial account information, developed by the OECD, also called as Common Reporting Standard. Additionally, the partial objectives include analysis of existing forms of content-related processes, creating a methodological support to the created processes and the theoretical concepts of regulatory requirements. The theoretical part focuses on the introduction of concepts related to the corporate management performance and also on theory about specific regulatory regulation used. In the practical part is an analysis of the company through the Balanced Scorecard (BSC), followed by the actual design and process description. The main contribution of the Diploma thesis was to perform process optimization, along with some improvements during the creation of these processes. The company will use the outcomes in practice.

Made available in DSpace on 2010-04-20T20:48:24Z (GMT). No. of bitstreams: 3 129520.pdf.jpg: 12719 bytes, checksum: 9e5a4d13750a40980212708ddf9fff80 (MD5) 129520.pdf: 1973379 bytes, checksum: 48c01f01780c24f01ae0b2d6eb6275c6 (MD5) 129520.pdf.txt: 283509 bytes, checksum: 5feca4177b196598f072dc685080a113 (MD5) Previous issue date: 2006-12-18T00:00:00Z / Business Intelligence and Corporate Social Responsibility (CSR), focused separately, represent contemporary key questions that have led to the growing interest and substantial increase in the amount of studies. However, taken together, they are practically absent in literature. Having as its objective a start to fill this gap, this study has contributed presenting a theoretical model to the conception of Business Intelligence systems, more specifically in the informational needs identification phase, integrating the concept of corporate social responsibility, which makes part of the relevant information set to be managed by companies. Grounded Theory research method is used in five organizations recognized by their actions related to sustainability. The research question of how to integrate the information management related to CSR to the indicators of traditional performance in the conception of Business Intelligence has led to a theoretical model based in two axes, which are named Institutional Context and Perspective Indicators. On one hand, the incorporation of sustainability to the business strategy depends basically of variables related to the organization, which have been identified in the axis of the proposed model named Institutional Context. On the other hand, Perspective Indicators axis deals with the manner of how to categorize the performance indicators in a way that the management and strategy of the company can be assessed and analyzed in a unique model that integrates not only social and environmental dimensions, but also traditional business dimensions. Finally, this multidimensional structure to the integration of economic, social, and environmental indicators is a final step in a process that leads to a truly sustainable organization. / Sistemas de Business Intelligence ou Inteligência de Negócio e Responsabilidade Social Corporativa (RSC), enfocados em separado, representam questões-chave da contemporaneidade que levaram ao crescente interesse e aumento substancial do número de estudos. Entretanto, tomados em conjunto, estão praticamente ausentes da literatura. Com o objetivo de iniciar a preencher essa lacuna, a contribuição desse estudo é apresentar um modelo teórico para a concepção de sistemas de Inteligência de Negócio, mais especificamente na fase de identificação das necessidades informacionais, integrando o conceito de responsabilidade social corporativa, o qual passa a compor o conjunto de informações relevantes a serem gerenciadas pelas empresas. O método de pesquisa utilizado é a Grounded Theory, sendo conduzida em cinco organizações reconhecidas pela sua atuação voltada para a sustentabilidade. A questão de pesquisa de como integrar a gestão das informações relativas a RSC aos indicadores de desempenho tradicionais na concepção dos sistemas de Inteligência de Negócio levou-nos a um modelo teórico baseado em dois eixos, os quais denominamos Contexto Institucional e Indicadores em Perspectiva. Por um lado, a incorporação da sustentabilidade à estratégia empresarial depende fundamentalmente de variáveis relacionadas à organização, as quais foram identificadas no eixo denominado Contexto Institucional. Por outro lado, o eixo Indicadores em Perspectiva trata de como categorizar os indicadores de desempenho de tal forma que a gestão e a estratégia da empresa possam ser avaliadas e analisadas em um único modelo que integre não somente as dimensões social e ambiental, mas também dimensões tradicionais de negócio. Finalmente, essa estrutura multidimensional para integração dos indicadores econômicos, sociais e ambientais mostrou-se como uma etapa final em um processo que leva a uma organização verdadeiramente sustentável.

This thesis is devoted to the modern management concept of Corporate Performance Management (CPM, enterprise performance management) and its implementation in selected small company. The first part focuses on the description of the concept of CPM and its individual components (processes, methodologies, metrics and applications). The theoretical part also deals with selected implementation procedures and available CPM maturity models. In the second part a particular small company is introduced to the reader, together with its activities, organizational structure and the reasons behind their interest in CPM. It is then followed by an analysis of the company, its CPM maturity and proposed steps for CPM implementation. These steps are based on the framework presented in this work, which was created by combining different approaches to CPM implementation and available CPM maturity model. The third part, devoted to the implementation of CPM, starts with an analysis of the CPM in the cloud market, followed by a review of two selected solutions. To select the appropriate application, a multi-criterion model is created. The description of actual implementation, and evaluation of its results are included in the last chapter.

This thesis deals with the application of Business Intelligence (BI) to support the corporate performance management in ISS Europe, spol. s r. o. This company provides licences and implements original software products as well as third-party software products. First, an analysis is conducted in the given company, which then serves as basis for the implementation of the BI solution that should be interconnected with the company strategies. The main goal is the implementation of a pilot BI solution to aid the monitoring and optimisation of corporate performance. Among secondary goals are the analysis of related concepts, business strategy analysis, strategic goals and systems identification and the proposition and implementation of a pilot BI solution. In its theoretical part, this thesis focuses on the analysis of concepts related to corporate performance and BI implementations and shortly describes the company together with its business strategy. The following practical part is based on the theoretical findings. An analysis of the company is carried out using the Balanced Scorecard (BSC) methodology, the result of which is depicted in a strategic map. This methodology is then supplemented by the Activity Based Costing (ABC) analytical method, which divides expenses according to assets. The results are informational data about which expenses are linked to handling individual developmental, implementational and operational demands for particular contracts. This is followed by an original proposition and the implementation of a BI solution which includes the creation of a Data Warehouse (DWH), designing Extract Transform and Load (ETL) and Online Analytical Processing (OLAP) systems and generating sample reports. The main contribution of this thesis is in providing the company management with an analysis of company data using a multidimensional perspective which can be used as basis for prompt and correct decision-making, realistic planning and performance and product optimisation.