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.

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One thought on “A Project Score Card

  1. Pingback: Top 50 Resources, Blogs, and Tools for Chief Information Officers (CIOs) | Clickipedia

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