1. Process Improvement Map
Customer Expectation
Score Card to Chesterton’s Customer/Distributor users.
RELEASE
Verified Customer/Distributor users to access Score Card.
Security Model established 5
Chesterton Users – Process Implementation
All customer/ distributor scorecard retrieved & available for Chesterton users in Web ( For e.g., SharePoint 2013) . Possible Power View capabilities in SP 2013
Initial Implementation
All Customer’s / Distributor’s Score Card, Web Access to Chesterton users 4
Reporting Capabilities
Power View or other reporting ability to publish data in a web front, possibly in SharePoint 2013
Improved Automated Process
Eliminate Manual Data Update Process, Improved Score Card Reporting 3
Partial Automation
Challenges Removed, Partial Automation Process Established, Review Initial Scope, Additional Features
Establish Partial Automation Process (for initial Score Card)
Auto update excel data using Power Pivot (For e.g., Case Management in AX 2012) 2
Initial
Define Scope, Data Analysis, Manual Data Update, Identify Challenges.
Score Card – Mock up
Excel Data Updates (Manual Process) 1

2. Initial
Define Scope, Data Analysis, Manual Data Update, Identify Challenges.
Score Card – Mock up
Excel Data Updates (Manual Process) 1

3. Partial Automation
Challenges Removed, Partial Automation Process Established, Review Initial Scope, Additional Features
Establish Partial Automation Process (for initial Score Card)
Auto update excel data using Power Pivot (For e.g., Case Management in AX 2012) 2
KPI Project Overview
Identify Accounts
Accounts Cleanup
CompareTARGIT Data
Delivery Performance
KPI
Cases KPI
Sales KPI
Service KPI
Timeline
2 Weeks
3 Weeks
2 Weeks
3 Weeks
8 Weeks
1 Week
3 Weeks
January 2016
February 2016
March 2016
Apr 2016
May 2016
June 2016
Resources
Product Owner IT
KPI Team
Approval Required
Finance
IT DAX – Data Update
KPI Team
Finance
IT Targit
KPI Team
IT DAX, Targit, Dev
KPI Team
IT DAX, Dev
KPI Team
IT DAX, Dev
KPI Team
IT DAX, Dev
Service Offering - Member
KPI Team
Details
Accounts has to be cleaned up to get any KPI’s for the relevant customer/distributor
Identity Top 10 accounts based on “Distributor”, “Retail Customer”, “OEM”.
Clean up accounts under Selected Entity
Compare Targit with Clean Account data. To make sure reports are consistent in different tools
Possibility: Use Targit as the source data.
Sales KPI – Actual Vs. Budgeted Sales
Define Rules/Specifications to pull data – Query to pull data in excel
Development – Set up excel with the query to update data real time.
Delivery Performance / cancelled Orders
Establish Process – May involve procedural change
Define Rules/Specifications to pull data – Query to pull data in excel
Development – Set up excel with the query to update data real time.
Cases – Follow Same as today.
Services KPI
Sales Order made every month for Services offered to the customer.
Define Rules/Specifications to pull data – Query to pull data in excel
Development – Set up excel with the query to update data real time.