SCC Supplier Performance Management (SPM) Training Day 2 April 2017

Populate a Scorecard from a Report Module 9

SPM Project Overview Populate a Scorecard from a Report Open the scorecard from the Documents Tab, or from the Task tab whichever is easier for you 3

SPM Project Overview Populate a Scorecard from a Report Edit the scorecard by clicking Actions, and then Edit Scorecard 4

SPM Project Overview Populate a Scorecard from a Report Click Add, and then click KPI 5

SPM Project Overview Populate a Scorecard from a Report Typically KPIs are developed collaboratively with input from all stakeholders. Those KPIs can be stored in the library. For this example we will create an ad hoc KPI by clicking the link 6

SPM Project Overview Populate a Scorecard from a Report Give the KPI a descriptive name and a description From the pull down menu we indicated that the KPI source is from a Report Click Select to choose the report and the data element that will populate the Scorecard 7

SPM Project Overview Populate a Scorecard from a Report You have the option to choose a prepackaged report, a custom report that was saved to the Public reports folder, or in this case I created a custom report and saved it to my Personal Workspace Choose the data field to pull into the scorecard. I am looking for the number of contracts, so I will choose Project Count by clicking on it 8

SPM Project Overview Populate a Scorecard from a Report Review the KPI information and then click Done to save your changes 9

SPM Project Overview Populate a Scorecard from a Report Change the Display from Content to Scoring 10

SPM Project Overview Populate a Scorecard from a Report Click Actions, and then Edit Scorecard Scroll down to the KPI that we added. Enter the ideal value. Suppose that you have an effort going on to reduce the number of contracts with this supplier. The ideal number would be 1 and the farther you get from 1 the fewer points the supplier would receive.

SPM Project Overview Populate a Scorecard from a Report Click Actions, and then click Synchronize to update the Scorecard with the report data included Every time the scorecard is updated, the system will run the report and populate the scorecard with the most up to date information.

System Demonstration In this demonstration, you will see how to: Add a KPI to the Scorecard Map the KPI to a Report Set the Scoring for the KPI 13

Lab Activity No Lab Activity for this Module 14