A Project Score Card

We have started the process of looking at a variety of ERP systems that

will fit our business. In evaluating the functionality of each system we ran into the problem that for the most part each system under review performed a similar function.

We therefore looked at how the systems match each of our business processes. We documented each process in a variety of swim-lane diagrams that shows the major areas/systems the process touches and the end result. It was a worthwhile endeavor that gave tremendous insight into broken processes. We then developed a series of requirements and from there built a matrix with our “current state” and “target state”. Our target state being where we want to be with all the bells and whistles.

We took this information and built a matrix with Actions required and assigned a Value and Score. The score is internal this this project but can be changed accordingly. Below is a sample to give you an idea.

Action	Value	Score
Data Entry – New Item	Core System	10
Data Entry – New Item	Support system	5
Data Entry – New Item	Not Supported	0
Data Entry – Update	Core System	10
Data Entry – Update	Support system	5
Data Entry – Update	Not Supported	0
Information Look Up	Core System	10
Information Look Up	Support system	5
Information Look Up	Not Supported	0
Document Creation	Automated within Core System	15
Document Creation	Manual- within Core system	10
Document Creation	Manual – Support System	5
Document Creation	Not Supported	0
Document Attachment	Requirements fully supported	10
Document Attachment	Requirements partially supported	5
Document Attachment	Not supported	0
Workflow Configuration	Auto apply from rule book	10
Workflow Configuration	Set up work flow every time	5
Workflow Configuration	No workflow supported	0
Sequential Workflow	Requirements fully supported	10
Sequential Workflow	Requirements partially supported	5
Sequential Workflow	Not supported	0
Rule Based Workflow	Requirements fully supported	10
Rule Based Workflow	Requirements partially supported	5
Rule Based Workflow	Not supported	0

 

For CIOs, trying to compare systems, utilizing a score card approach give insight into what direction to take beyond using just cost and functionality information.