Scorecard model

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Scorecard Model develops conversion and formulates results

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Scorecard model

  1. 1. MetricCollectionModels useGrids toaccumulatehours andmetrics,units, etc.Features,Discussionand Topicsdescribe useMetricManagementProcessTables setupDataAssignmentsMetricsDefined andKPIsestablishedMetricReporting &AnalysisTune toFinancialModel andGanttTimingReport onConversionby Area byProject----Resource Planner-------- Scorecard Model----
  2. 2. Report onConversionActivities byArea byProjectManagement Fee not yet applied
  3. 3. Report onFUNDINGby Project
  4. 4. SchedulesPredefinedFinancialReportscompareResults
  5. 5. ActivitiesFundingJoint VentureCapital SpendingCash InvestingConversionIncome SpendingReinvestmentUnderstandDimensionalaspects ofprojects andactivities
  6. 6. •Reconcile withConversionTab•PredefinedInterpolation•KPIFormulation•PredefinedCompoundInvestmentCalculationmargin andequityreconciliationdollar modelFlashfindcomponentsandconversionfor missingdata123Funds & ActivitiesModels collectthe DataGanttSpending &Decision Treepart of KPIsMetrics aretuned to thefinancial modeland financialstatementsTune toFinancialModel andGanttMetricsDefinedand KPIsestablished
  7. 7. Grid R-hours/unitsResourceUtilizationUtrackit ModelsGrid C- CapitalSpending TrackerGrid S- SurveyModelGantt & FinancialModel/PortfolioDataCollectionUtrackitModelsautomatedata entry
  8. 8. GRIDS from automated Utrackit Models captureand summarize the data applied from varioussources. Utrackit Models enable Capital SpendingAnalysis, Surveys, and Metric Data Review.Models useGrids toaccumulatehours andmetrics, units,etc.
  9. 9. Process Tables ScorecardCritical PathKPI & MetricFormulationDataManagementProcessTables SetupWith DataAssignments
  10. 10. 00.20.40.60.811.2ACCOUNTINGACCOUNTINGACCOUNTINGPRODUCTIONPAYROLLSALESCUSTOMERSERVICEACCOUNTINGCUSTOMERSERVICEPAYROLLMARKETINGINVENTORYHRPURCHASING/SALESINVENTORYPAYROLLACCOUNTINGACCOUNTINGACCOUNTINGPAYROLLSALESCUSTOMERSERVICEACCOUNTINGCUSTOMERSERVICEPAYROLLACCOUNTINGHRACCOUNTINGACCOUNTINGEQUIPMENTMGRHUMANRESOURCESHUMANRESOURCESHUMANRESOURCESHUMANRESOURCES1 2 3 4 5 6 7 8 91011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768EQUIPMENT PRODUCT LINES DISTRIBUTIONCHANNELSPROJECTS(INTERNAL)SERVICES ADMINISTRATION RATINGSGANTTGANTT / PORTFOLIOGRID CGRID C TO GANTTGRID RGRID R to GANTTGRID SPORTFOLIOEach Metricis Definedand Sourced
  11. 11. 0 5 10 15 20BASE EOM WDCRITICAL PATHSECONDARY PATHTERTIARY PATHIFWD-2WD-2WD-0WD-5BASELINEScorecard +4WDCritical Path 5 WDSecondary 2 WDTertiary 0 WDCritical Path is based on theLongest Path vs. other derivedpaths and shows expected deliveryof the data required and the pathto completing the Scorecard:Example shows 9 WDs= 9wdCRITICALPATH iscalculated
  12. 12. DetermineKPIs anddefine metricsDefineCollectionMethodsAssign Tablesto MonitorEstablish theAnalysisProcessDefineProcessSetup theFormulationProcess
  13. 13. CostMetricsfrom GanttPlannerGoal vActual
  14. 14. Model Plan orActual Resultusing financialmodelCreate GanttSpending for Planor Actual, used todefine spendingmargin andreservesLink ModelPortfolio toresults in thisworkbookTune results toKPIs and findconversionelementsFinancialProcessTiming andTuning inappropriateIntervalsDollarModelappliesConversion
  15. 15. Portfoliovs.ScorecardMetrics aretuned to thefinancial modeland financialstatementsMetrics shown areScorecard beforeSimulation PeriodForecasted
  16. 16. KPI GanttContingency ConversionPortfolioFeatures, Discussionand Topicsdescribeuse
  17. 17. CompareViews
  18. 18. Modelenablesuse forFlash andForecastingExample ofQuality MetricandProbabilities
  19. 19. QuickFigureMethod forinterimview
  20. 20. Jean MarshallOwner-Lead ConsultantBrij Consulting, LLCNorth of Pittsburgh, PA724.316.5617B2B Accounting, Analysis,Technical ServicesVisit:www.brijconsulting.comThe BRIJ_IT Collaborative Model allows forstandard and customizable solutions:Six standard versions for Service Trade, TechnicalConsulting , Professional fee, Manufacturing, Retail andNonprofit- or a customized solutionResource PlanningDiscounted Price: $99 /Kitwith Demo Model of Scorecard+ $1500(Not fully automated version of Metric Conversion)Standard Package: $2500 Scorecard+ (TBA)Planning, Formulation, and Reporting includes BrijitTracking Models and a basic Financial ModelRequires Microsoft© Excel 2007/2010
  21. 21. METRIC MANAGERPIN DRIVEN DATA APPROVALPROCESS FOR TIME AND EXPENSETRAVEL EXPENSEMETRIC ARRANGEMENT FORHOURS/UNIT COSTING AND OUTPUTBY AREADATA FOR JE’S, ETC.PERIOD TO PERIOD CONTROLS10% DISCOUNT IFORDERED WITHSURVEY MANAGERSIMILARData Gathering Utility forResource Planning and Scorecard+ 2013 Model applicationsRequires Microsoft© Excel 2007/2010

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