myWizard Metrics User Guide For Base Deployed Projects May 2016

Table of content Login Page Home Page Metrics Configuration Metrics Review Metrics Submission

Login Page MyWizard Metrics can be accessed through followings ways: Option 1- Publish Metrics Click on the Publish Metrics tile under Reporting stacked tiles to navigate to myWizard Metrics application. Option 2- Drill Down Icon: Navigate to myWizard Metrics application by clicking on “Drill Down Icon” in Delivery Dashboard page

Help Icon: Upon clicking, a new window pop-up will appear providing details on modules implement in recent releases, recent changes to Agile Methodology common to HPDP & non-HPDP projects, other related changes and generic information Homepage Change Role: Click on “Change Role” to select different roles other than preselected. 1) Demographics details are preselected when user lands onto the myWizard Metrics screen from Publish Metrics tile in myWizard. 2) Select the desired projects for metrics configuration and submission on myWizard metrics page while landing onto the screen either directly clicking on myWizard Metrics URL or through Drill Down icon on Delivery Dashboard page.

Metrics Configuration- Confirm Project Attribute/ Define Deliverable and Receivables tab Metrics configuration will be done using “Configure Metrics” tab Step 2- Define Deliverable and Receivables The details of this tab are displayed in sync with the updates made on ‘Confirm Project Attribute’ tab. User can select project deliverables and receivables from the drop down for every phase. Step 1: Confirm Project Attribute tab Step 2: Define Deliverable and Receivables tab (non-mandatory) Step 1- Confirm Project Attribute tab. Click on Save button to save the selections before moving onto next tab. Review and modify these Project’s state information here and setup the relevant Project attributes accurately in order to use the tool effectively for right metrics selection.

Metrics Configuration- Select Metrics tab Step 3- Select Metrics tab In this tab key metrics section is displayed with predefined mandatory metrics as per delivery type, accountability and interaction style categorized by KPI’s. Recommended Metrics are also listed to choose if required. Additional custom metrics can be added by clicking on “Add Custom Metrics” button.

Metrics Configuration- Define Targets/ Final review tab Step 4: Define Targets tab Click on Save once page is updated and then click on Next to move to next configuring tab. Based on the applicability default OG/DC targets are applied for the metrics. Customize targets per metric by selecting the preferred target type and providing the Min and Max value. Applicable Target type for the metric can be selected from the drop down.

Metrics Configuration- Define Targets/ Final review tab Step 5: Final Review tab Before final submission the status will be “Configuration Pending”, or “Draft” if any of the previous configurations were not saved. Once submitted it will be changed to “Submitted”. In this tab users can revalidate all the metrics configuration done in earlier tabs before submitting.

Metrics Review- for Base Deployed projects Weekly Review Tab: This tab enables user to add/update the releases for the current week and to view the submission status at Project level and client/engagement level by Project Manager and Delivery Lead respectively. For a new project this tab will be disabled until project attributes and metrics configuration is approved Latest successful submission details can be viewed here. It is shown along with submitted date and Submission period. Changes to review and other attributes in the screen will be saved by clicking on “Save” button Applicable work type and current phase can be updated on weekly basis for all active releases so that relevant metrics get submitted as per configuration. This is applicable for both AM and AD type of projects. Work type Dev is selected by Default. Click on the Links to Add or Edit Releases. Also can be deleted (only if initiate phase).

Metrics Submission for Base Deployed myWizard Projects Metrics submission will be done using “Submission Home Page” tab. Step 1: Submission Home Page tab Click on the Calendar icon to select/change the required date. ‘Period End Date’ reflects reporting week against the submission is due by default. Click on “Save and Validate” button to validate the measures. Step 2: AD Metrics tab User can enter measures manually for the respective metrics selected.

Metrics Submission for Base Deployed myWizard Projects Click on Save and Validate” button to validate the measures. Step 3: OverAll Metrics tab Data related to Financials, Resourcing and Utilization are to be reported here. User can enter measures manually for the selected metrics on this tab. Step 4: For final submission For final submission, users should click on “Submit” button present in Submission Home Page, which will be enabled for submission when the below criteria's are met only if the Overall, AD/AM/TS/IO tabs are in Warning / Good status. Validation status of all releases should be in Good/Warning.