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Best practices in enterprise performance management systems implementation projects at financial sector enterprises

机译:金融部门企业的企业绩效管理系统实施项目的最佳实践

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With increasing competitiveness between companies, decision makers need to have a cross-sectional view of the business, enabling a preventive management able to anticipate problems and exploit market opportunities. The specifics of the financial sector and its influence throughout the global economy make these challenges even more relevant. However, the business performance management systems implementation projects are complex, with a high degree of risk. In order to better understand the specifics of implementing these systems in companies in the financial sector in Portugal, a review of relevant literature, interviews and an online questionnaire were implemented. Through the analysis of the results, was compiled a list of problems and best practices that companies should consider when they wish to start a project to implement performance management systems. Good practices point to a crucial importance in the accuracy and quality of requirements elicitation, setting up an experienced and competent project team composed with distinct profiles of professionals, involving members from different areas of the organization so that they can actively contribute during the project development to its optimization. Focusing on quality and reliability of data, such as development of a useful and easy system to work with, are also relevant factors. This research supports companies that want to explore this area and may serve as a basis for building a set of case-studies and specializations of this issue based on the specifics of Portuguese business.
机译:随着公司之间竞争的增强,决策者需要对业务有一个剖视图,以使预防性管理能够预测问题并利用市场机会。金融部门的具体情况及其在全球经济中的影响力使这些挑战更加相关。但是,业务绩效管理系统的实施项目很复杂,具有很高的风险。为了更好地了解在葡萄牙金融业的公司中实施这些系统的细节,对相关文献进行了回顾,访谈和在线问卷调查。通过对结果的分析,汇总了公司希望启动项目以实施绩效管理系统时应考虑的问题和最佳实践的列表。良好的实践对于确​​定需求的准确性和质量至关重要,它建立了一支经验丰富且胜任的项目团队,由不同专业人士组成,组织中不同领域的成员参与进来,以便他们可以在项目开发过程中做出积极贡献,以其优化。关注数据的质量和可靠性(例如开发有用且易于使用的系统)也是相关因素。这项研究为希望探索这一领域的公司提供了支持,并可以作为根据葡萄牙企业的具体情况对该问题进行一系列案例研究和专业化的基础。

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