myWizard Metrics User Guide Agile Projects

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Presentation transcript:

myWizard Metrics User Guide Agile 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

Homepage Help Icon: Upon clicking, a new window pop-up will appear explaining about recent changes to Agile Methodology common to HPDP & non-HPDP projects and other related changes. 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. For Agile projects Configure metrics section is done in myWizard Metrics itself. No navigation happens from myWizard. 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 Key attributes and release configurations determines metrics applicability rules are are set in myWizard Metrics itself. Select/ Deselect CI Waiver Applicability attribute by clicking on “Applicable” checkbox and provide appropriate reason.

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 Step 5: Final Review 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. 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 Agile 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 Add Release button is disabled for agile projects. Applicable work type and current stages 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 Edit Releases (for a few fields). Also can be deleted (only if initiate phase).

Metrics Submission for Agile Projects measure are non-editable and sourced from Agile. Metrics Submission for Agile Projects Metrics submission will be done using “Submission Home Page” tab. Refresh button is available for current Period End Date as per DC cutoff. 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. Step 2: AD Metrics tab Click on “Edit Platform Measures” button to review and edit measure auto-sourced from platforms. AG icon indicates that measure are non-editable and sourced from Agile Click on “Save and Validate” button to validate the measures. Latest measures set in Agile reflecting here

Metrics Submission for Agile Projects Refresh button is available for current Period End Date as per DC cutoff. Step 3: OverAll Metrics tab Click on Save and Validate” button to validate the measures. Data related to Financials, Resourcing and Utilization are to be reported here. Latest measures are sourced from Agile 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.