1. KPI – Scorecard Updates - Feb 2nd 2016By
Rachel Guida, Jessica Shea,
Brian Contona & Suganya Sampathkumar

2. KPI Project Overview 2 Weeks 3 Weeks 3 Weeks 8 Weeks 1 Week 3 Weeks
Identify Accounts
Accounts Cleanup
CompareTARGIT Data
Delivery Performance
KPI
Cases KPI
Sales KPI
Service KPI
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

3. Identify Accounts
Identify Accounts
Accounts Cleanup
CompareTARGIT Data
Delivery Performance
KPI
Cases KPI
Sales KPI
Service KPI
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
Obstacle from Pilot process – Multiple accounts for Customers
Dec 10th Reasoning to have multiple accounts in AX provided by April McManus
Solution – 2 possible fields in AX: Company Chain / Organization Chain
Dec 14th 2015 – “Company Chain” field identified to consolidate accounts.
Company Chain exists in AX 2009 & AX 2012
Jan 6th 2015 – Identified Wolseley & International Paper for KPI reporting

4. Accounts Cleanup
Identify Accounts
Accounts Cleanup
CompareTARGIT Data
Delivery Performance
KPI
Cases KPI
Sales KPI
Service KPI
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
Ongoing process with Monica, April, Kim Bauer; TARGET: End of Q1
Jan 14th Company Chain updated for Wolseley ;
International Paper – To be done.
Final format of all Company Chain will be determined by Account cleanup team
Other accounts will be identified on ongoing basis to add to KPI charts.

5. TARGIT data Pull Company Chain to Targit. Resource – Justin Lezon, IT
Identify Accounts
Accounts Cleanup
CompareTARGIT Data
Delivery Performance
KPI
Cases KPI
Sales KPI
Service KPI
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
Pull Company Chain to Targit. Resource – Justin Lezon, IT
2 – 3 hours of IT time & 2 – 3 hours of our Targit consultants time. 
Need approval for Targit time - Not scheduled as of 1/28
Company Chain added to Targit so that consolidated results / reports are same in TARGIT,
KPI Charts, CRM and so on (aka parent and children accounts)

6. Wolseley - Sales / Delivery performance / Cases
Identify Accounts
Accounts Cleanup
CompareTARGIT Data
Delivery Performance
KPI
Cases KPI
Sales KPI
Service KPI
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

7. Other Process Improvements
Expedite Orders
CST capturing reasons for Expedites on Wolseley and international paper – Brenda and Connie.
Buyers capturing additional costs for expedited orders, freight, rush charges, purchases from non primary vendors
Sue Myers gathering info regarding competitors expedited process / fees, etc.
Jim Cairns informed that 2 biggest competitors based on market share are charging for expedites. As per Jim biggest challenge is ensuring lead times are accurate.

8. Other Process Improvements
Reschedules Sales Orders
Cancelled Reason Codes
Met with Chris Mosby
Discussed the total reason codes and actions being taken to improve on time delivery
Chris will meet with GM’s about this and will report back on 2/1/2016 with the plan
Cancelled Order KPI’s included to report
Reason Codes - Audited on Jan 6th 2016
Weekly report published on “Cancel Code” Accuracy
Will be posted on Metrics Board starting Feb 1st 2016
Will be updated until acceptable accuracy
CST process updates
Ongoing Process - Steve Adler is working with Jessica Shea
Will be adding a SP library to store procedures

9. Next Steps KPI Charts International Paper
Validations on existing charts – Business users
Further Specifications – Drilldowns / Detailed view on KPI
SharePoint Site for KPI
Monthly KPI Charts for Wolseley will be published on SharePoint in Excel format (other accounts will be included as they are added)