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.

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

4. Report on
FUNDING
by Project

5. Schedules
Predefined
Financial
Reports
compare
Results

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

14. Cost
Metrics
from Gantt
Planner
Goal v
Actual

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

20. Quick
Figure
Method for
interim
view

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