Scorecard model
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Scorecard Model develops conversion and formulates results. Uniquely our model generates conversion on PROJECTS, PRODUCTS, PROGRAMS or BUSINESS SEGMENTS, CHANNELS or TEAM PERFORMANCE. Contact www.brijconsulting.com for more info.
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Scorecard model
- 2. Metric Collection Models use Grids to accumulate hours and metrics, units, etc. Features, Discussion and Topics describe use Metric Management Process Tables setup Data Assignments Metrics Defined and KPI's established Metric Reporting & Analysis Tune to Financial Model and Gantt Timing Report on Conversion by Area by Project ----Resource Planner---- ---- Scorecard Model----
- 3. Report on Conversion Activities by Area by Project Management Fee not yet applied
- 6. Activities Funding Joint VentureCapital Spending Cash Investing Conversion Income Spending Reinvestment Understand Dimensional aspects of projects and activities
- 7. •Reconcile with Conversion Tab •Predefined Interpolation •KPI Formulation •Predefined Compound Investment Calculation margin and equity reconciliation dollar model Flash find components and conversion for missing data 1 2 3 Funds & Activities Models collect the Data Gantt Spending & Decision Tree part of KPI's Metrics are tuned to the financial model and financial statements Tune to Financial Model and Gantt Metrics Defined and KPI's established
- 8. Grid R- hours/units Resource Utilization Utrackit Models Grid C- Capital Spending Tracker Grid S- Survey Model Gantt & Financial Model/Portfolio Data Collection Utrackit Models automate data entry
- 9. GRIDS from automated Utrackit Models capture and summarize the data applied from various sources. Utrackit Models enable Capital Spending Analysis, Surveys, and Metric Data Review. Models use Grids to accumulate hours and metrics, units, etc.
- 10. Process Tables Scorecard Critical Path KPI & Metric Formulation Data Management Process Tables Setup With Data Assignments
- 11. 0 0.2 0.4 0.6 0.8 1 1.2 ACCOUNTING ACCOUNTING ACCOUNTING PRODUCTION PAYROLL SALES CUSTOMERSERVICE ACCOUNTING CUSTOMERSERVICE PAYROLL MARKETING INVENTORY HR PURCHASING/SALES INVENTORY PAYROLL ACCOUNTING ACCOUNTING ACCOUNTING PAYROLL SALES CUSTOMERSERVICE ACCOUNTING CUSTOMERSERVICE PAYROLL ACCOUNTING HR ACCOUNTING ACCOUNTING EQUIPMENTMGR HUMANRESOURCES HUMANRESOURCES HUMANRESOURCES HUMANRESOURCES 1 2 3 4 5 6 7 8 91011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768 EQUIPMENT PRODUCT LINES DISTRIBUTION CHANNELS PROJECTS (INTERNAL) SERVICES ADMINISTRATION RATINGS GANTT GANTT / PORTFOLIO GRID C GRID C TO GANTT GRID R GRID R to GANTT GRID S PORTFOLIO Each Metric is Defined and Sourced
- 12. 0 5 10 15 20 BASE EOM WD CRITICAL PATH SECONDARY PATH TERTIARY PATH IFWD-2 WD-2 WD-0 WD-5 BASELINE Scorecard +4 WD Critical Path 5 WD Secondary 2 WD Tertiary 0 WD Critical Path is based on the Longest Path vs. other derived paths and shows expected delivery of the data required and the path to completing the Scorecard: Example shows 9 WD's = 9 wd CRITICAL PATH is calculated
- 13. Determine KPI's and define metrics Define Collection Methods Assign Tables to Monitor Establish the Analysis Process Define Process Setup the Formulation Process
- 15. Model Plan or Actual Result using financial model Create Gantt Spending for Plan or Actual, used to define spending margin and reserves Link Model Portfolio to results in this workbook Tune results to KPI's and find conversion elements Financial Process Timing and Tuning in appropriate Intervals Dollar Model applies Conversion
- 16. Portfolio vs. Scorecard Metrics are tuned to the financial model and financial statements Metrics shown are Scorecard before Simulation Period Forecasted
- 17. KPI Gantt Contingency Conversion Portfolio Features, D iscussion and Topics describe use
- 18. Compare Views
- 19. Model enables use for Flash and Forecasting Example of Quality Metric and Probabilities
- 21. Jean Marshall Owner-Lead Consultant Brij Consulting, LLC North of Pittsburgh, PA 724.316.5617 B2B Accounting, Analysis, Technical Services Visit: www.brijconsulting.com The BRIJ_IT Collaborative Model allows for standard and customizable solutions: Six standard versions for Service Trade, Technical Consulting , Professional fee, Manufacturing, Retail and Nonprofit- or a customized solution Resource Planning Discounted Price: $99 /Kit with Demo Model of Scorecard+ $1500 (Not fully automated version of Metric Conversion) Standard Package: $2500 Scorecard+ (TBA) Planning, Formulation, and Reporting includes Brijit Tracking Models and a basic Financial Model Requires Microsoft© Excel 2007/2010
- 22. METRIC MANAGER PIN DRIVEN DATA APPROVAL PROCESS FOR TIME AND EXPENSE TRAVEL EXPENSE METRIC ARRANGEMENT FOR HOURS/UNIT COSTING AND OUTPUT BY AREA DATA FOR JE’S, ETC. PERIOD TO PERIOD CONTROLS 10% DISCOUNT IF ORDERED WITH SURVEY MANAGER SIMILAR Data Gathering Utility for Resource Planning and Scorecard+ 2013 Model applications Requires Microsoft© Excel 2007/2010