Get Acquainted with Status Indicators - EPC Group


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EPC Group, SharePoint Consulting, SharePoint Consulting Services, SharePoint Consulting Firm, SharePoint 2010, SharePoint Services, SharePoint Firm, SharePoint Consulting Best Practices, Errin O'Connor, EPC Group, EPC, SharePoint ECM Consulting, Project Server Consulting, Project Server 2010 Consulting, SharePoint Business Intelligence, SharePoint Mobile, SharePoint Mobility

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Get Acquainted with Status Indicators - EPC Group

  1. 1. Get acquainted with status indicatorsApplies to: Microsoft SharePoint Server 2010Status indicators can tell you important information about performance at a glance, and the information isnot limited to reporting financial values such as “Total Revenue”. Status indicators can depict any kindnumeric information. Different organizations might set quite different targets.For example, perhaps your organization wants to re-train key employees. Status indicators can keep youup-to-date on how many employees have begun training, how many have completed the trainingprogram, or let you know whether a training program development process is on track. Here are a fewways that different groups use status indicators:Customer service A customer service group wants to improve its response rate for service requests.One status indicator might track the total number of customer service requests per day. Then, anassociated indicator in the same list might represent the number of minutes required per request.Online retail catalog store A sales unit wants to increase revenue from sales in the European Unionand South America by 5%. A status indicator might report on the total sales of a particular product or thetotal sales of all products by country/region.Human resources A human resources organization wants to decrease the number of workdays lost toillness by 10%. One indicator can track the number of lost workdays, and another might report onemployee participation in on-site fitness offerings.How can I select good status indicators?Status indicators can not only keep you up-to-date on progress toward a goal, just using indicators canhelp improve performance. Typically, people in all kinds of work strive to improve published scores. Thiscan be good thing for the organization, because when indicators depict key success factors, people workto improve performance in ways that matter. However, if the indicators report performance on factors thatare not important (or even detrimental), people also work to make those scores better. Poorly designedindicators can actually derail organizational strategy.The key to selecting the correct performance indicators is to understand what your organization wants toachieve.Understand what your end goals are, and understand the attributes of success for yourorganization.Most organizations collect lots of data. However, lots of data is useless if it presents more questions thanit answers. Make sure that the status indicators in your report address the key questions that you mustanswer. For example, if you measure the number of customer service calls, you will learn how effectiveyour telephone service is. If you measure the time that is required to resolve specific types of customerproblems, you will learn how cost-effective the customer service team is.
  2. 2. Develop a way to refine your indicatorsDevelop a way to decide whether the indicators that you identify are, in fact,key indicators. At the end ofcollecting and organizing information, you must decide what is most important. As you begin to identifywhat questions you have to answer, determine why a particular question might be important and whatthat question might tell you about success.Know where to find the dataTo create an indicator, you must identify where the supporting data will come from. Is the data in a SQLServer database? On an Excel worksheet?On a SharePoint site?In a collection of e-mail messages? At earlystages, it is enough to identify the business system that holds the data. Later, you might have to identifymore detailed sources, such as specific rows and columns in an Excel workbook, or tables in a database.What about security considerationsIf a status indicator contains sensitive information, such as KPI measures that are pulled from an SQLServer Analysis Services cube, you might want to set permissions that control which users can view orchange the data. Your site administrator or site owner can set permissions in several different ways toprotect data. For example, you can set permissions for the Data Connections library and on the datasource item in the library, set permissions for the Status List page, or set permissions on a source list. Formore information, see the articles in the See Also list.©2009 Microsoft Corporation.