Case Study: Voltas views dramatic shift toward transparency, alignment and dynamic response.

1. Case
Study
Voltas views dramatic shift toward
transparency, alignment and dynamic
response 
> industry
Engineering Services
“With Performancesoft Views in place, now we are able to communicate ‘what is important to the
organization’ across hierarchies and geographies seamlessly…cause-and–effect maps have become > company size
the basis for all reviews and prioritization of strategic initiatives.” $400 million, 3800 Employees
— Gopal Sharma, Senior Manager – Business Excellence
> Challenge
Voltas Limited, Dubai • Spreadsheets ineffective in
tracking divisional perfor-
mance
The Challenge misalignment among various functions,
resulting in ineffective strategy deployment • Non-financial measures were
To deliver on its mission to provide high across the division. omitted due to data integrity
quality, cost-effective project management issues, lack of aggregation
The major hurdle was ensuring the integrity
and engineering services to customers • Strategy unevenly deployed,
of the performance data on non-financial
throughout Asia, Voltas International’s leading to misalignment
measures, hence an integrated system was
Electrical and Mechanical Division (EMD)
required to ensure the flow and aggregation
adopted the Balanced Scorecard (BSC) as a > solution
of data across all levels. Also the reporting
tool for strategy deployment in 2004. The • Actuate Performancesoft Suite
structure on various key performance
BSC was designed for EMD in line with the • Integration, consulting
indicators (KPIs) was not streamlined for
strategic objectives and cascaded further services
effective performance management in the
to all units and business heads for effective • Customized smart client
division.
implementation. The measures were tracked
on a quarterly basis using Excel spreadsheets. The situation prompted Voltas to seek > benefits
automation of the balanced scorecard with • Transparency in tracking KPIs,
Tracking BSC measures through spreadsheets
integrated tracking and monitoring of the all in one place
proved to be ineffective in tracking progress
KPIs related to strategic objectives of the • Alignment of action plans to
on divisional performance measures.
company. division strategy
Moreover, due to lack of integration, the
• Dynamic performance man-
performance management tracking through
agement, timely reviews
BSC was limited to financial measures
only. The non-financial measures were not
tracked due to lack of aggregation of data
across levels and geographies. This led to

2. Case Study: Voltas
Solution All the above challenges were addressed
easily to match the company’s needs, thanks 
A team was formed to explore more robust to the versatility and customizable features
performance management tools. Voltas in Performancesoft Views.
conducted its due diligence in finding an
The initial rollout of the performance
appropriate solution, and in December 2007
management system started in March 2008,
chose Actuate Performancesoft Views as its “As a business user, in just few
with successful system deployment across
Balanced Scorecard solution. days I was able to configure
all locations by the end of August 2008. The
The software was customized in-house to implementation involved user training on the complete performance
the division’s needs and implemented across the software and BSC measures. management system as per our
levels and locations. The major challenges BSC structure without any IT
overcome during implementation were: Benefits support”
o Complexity of location structure and All business reviews are now being Dilip Sharma, Project Manager
measures structure: This sophistication conducted online in the system, both at – Business Excellence for Voltas
and flexibility was a requirement to ensure the regional and corporate level. Managers Limited
the integrity and correct aggregation of the can view the status of each project by
data, and needed to be incorporated into the just logging into the system, as well as
overall system. review and approve actions planned by the
project lead without waiting for any formal
o Aggregation of financial performance
performance review meetings.
data from different countries in different
currencies: Led by the local support team This has led to a dramatic shift in the way
and Actuate partner EU Partners, a currency Voltas manages its performance, and has
conversion facility was created to overcome improved the transparency in tracking KPIs.
this hurdle.
Major benefits derived from the
o Software access through smart client implementation are as follows:
route at project sites: Weak Internet
connection problem was resolved by
Actuate Customer Support, installing the
executable file of the client on the local PC.
An Excel import and export tool is used for
data updates to the system.
2

Actuate Performancesoft Views at EMD, Voltas Limited showing the cascaded measures

3. Case Study: Voltas
Design Stage: Going forward, Voltas plans to roll out
Performancesoft Views access to its 
o Measurement system evolution and
refinement during system configuration subsidiaries and joint ventures for tracking
o Clear, consensus KPI definitions and the Balanced Scorecard of allied companies
descriptions on the same platform and use it as a
o Minimal support required during comprehensive performance management
configuration and implementation tool for international operations of the
o User training and access with individual user company.
ID and password, cementing ownership
and accountability of the scorecard across About Voltas
hierarchies in the division
Voltas Electrical, Mechanical and HVAC
o Views’ ease of customization to business
Solutions (International) - EMD
needs enabled instantaneous execution of
required changes in the system. Electrical, Mechanical & HVAC Solutions
(International) - is part of Voltas’ Electro-
Rollout and Implementation: Mechanical Projects & Services cluster.
o Strategy Map and other Cause & Effect maps Established in 1978 as Voltas International
highly illustrative in communicating the Limited (a wholly-owned subsidiary of
relevance of various measures and their Voltas Limited) to handle international
integration with strategic objectives. business interests, the business looks after
o Action Plans fully aligned to divisional core business activities in the Mechanical,
strategy and can be monitored online. Electrical & Public Works (MEP) project areas,
o Timely business reviews and dynamic specifically turnkey projects in:
communication of performance. o Electro-mechanical works comprising
o All key performance indicators tracked and electrical building services, HVAC (heating,
available in one place; business performance ventilation & air conditioning), plumbing,
reports generated as and when required. public health, fire fighting, ELV & specialised
systems.
o Electrical power projects
 3
Performancesoft Views at EMD, Voltas Limited showing the Balanced Scorecard Briefing Book

4. Case Study: Voltas
Voltas has branch offices in Abu Dhabi, Global 9000 organizations use Actuate to
Dubai, Qatar, Singapore and Kingdom of roll out RIA-enabled customer loyalty and 
Saudi Arabia. www.voltas.com Performance Management applications that
improve customer satisfaction and employee
Voltas Limited, a TATA enterprise,
productivity. The company has over 4,200
offers engineering solutions for a wide
customers globally in a diverse range of
spectrum of industries in areas such as
business areas including financial services
heating, ventilation and air conditioning,
and the public sector, many of which have
refrigeration, electro-mechanical projects,
a long history of deploying Actuate-based
textile machinery, machine tools, mining and
solutions for dozens, or even hundreds of
construction equipment, materials handling,
their mission-critical applications. Founded
water management, building management
in 1993, Actuate has headquarters in San
systems, indoor air quality and chemicals.
Mateo, California, with offices worldwide.
EMD is one of four independent business-
Actuate is listed on NASDAQ under the
specific clusters within Voltas Ltd., each with
symbol ACTU. For more information on
its own facilities for market coverage and
Actuate, visit the company’s web site at
service to customers.
www.actuate.com.
About Actuate
Actuate Corporation is dedicated to
increasing the richness, interactivity,
and effectiveness of enterprise data, for
everyone, everywhere. Actuate delivers
the next generation RIA-ready information
platform for both customer and employee-
facing applications. The Actuate platform
boasts unmatched scalability, high-
performance, reliability and security.
Its proven RIA capabilities and highly
collaborative development architecture
are backed by the world’s largest open
source information application developer
community, grounded in BIRT, the Eclipse
Foundation’s only top-level Business
Intelligence and reporting project.
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