DR KPI Framework (for non AR reports)

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Revision as of 14:55, 15 February 2012 (edit) Andrei (Talk | contribs) (→SOW 2) ← Older edit		Revision as of 15:58, 15 February 2012 (edit) (undo) Andrei (Talk | contribs) (→SOW 2) Newer edit →
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	== SOW 2 ==		== SOW 2 ==
-	'''Core needs'''	+	'''NEEDS'''
-	Implement 1 ''‘date based’'' KPI as a proof of concept	+	Implement 1 ''‘date based’'' KPI as a proof of concept
		+
		+	=== Common requirements for adding new KPI ===
		+
		+	To simplify further process of adding new KPI in CyberTrax we suggest use unified procedure of defining KPI.<br>
		+	*Step 1. MO requests a new KPI and provides information for analysis.
		+	*Step 2. BA prepares information for developing as list of '''key''' parameters:
		+	:*'''Key entity'''.
		+	:*'''KPI function''' and '''KPI measure unit'''.
		+	:*'''Key Date rule'''.
		+	:*'''"Group By" methods'''.
		+	:*'''Filters'''.
		+	:* '''Chart types'''.
		+	:* '''XLS output fields'''.
		+	:* '''Default settings'''.
		+
		+	=== Proof of concept of new KPI ===
		+
		+	We select '''"Created To Delivered"''' KPI for using as '''example'''.
		+
		+	* Core of ''‘date based’'' "Created To Delivered" KPI is number of days since the date of creation the shipment until the date of its delivery.
		+	* KPI function is difference between [http://ct.jaguarfreight.com/wiki/CT_bo#Created_On_Date Created On Date] and [http://ct.jaguarfreight.com/wiki/CT_bo#Actual_Delivery_Date Actual Delivery Date].
	== History ==		== History ==
	=== 0003131: [DR/KPI] DR KPI Framework (for non AR reports) ===		=== 0003131: [DR/KPI] DR KPI Framework (for non AR reports) ===

---

Revision as of 15:58, 15 February 2012

Contents 1 Info 2 Core Need 3 Requirements 4 SOW 1 4.1 Summary 4.2 Glossary 4.3 Preliminary works 4.4 Improve Design 4.4.1 Level 1 4.4.2 Level 2 4.4.2.1 Look and feel 4.4.3 Level 3 4.4.3.1 Look and feel 4.4.4 KPI settings 5 SOW 2 5.1 Common requirements for adding new KPI 5.2 Proof of concept of new KPI 6 History 6.1 0003131: [DR/KPI] DR KPI Framework (for non AR reports)

Info

• 0003034 (* DR/KPI) ....... <proj>

Core Need

To produce common approach (if possible) to multiple DRs/KPIs in the system

• See specs for various KPIs in Category: DRs and KPIs such as Arden cost per pound, Cost per unit, etc
• AR DRs (Action Required DRs are outside of this for now). See Category: Action Required DRs

Requirements

See these wikis:

• Cost per pound KPI (TMS based Arden ) (solution) - first version is in production
• Cost KPIs (cost per unit) (concepts and requirements) - BA completed
• KPIs_for_OpsTruck#Average_times_KPI - BA completed

SOW 1

Summary

Solution designed to add more flexibility and new abilities of DR KPI:

• merge all KPI parameters (time periods/carriers) in one "Group By" parameter
  • be able select separate grouping parameter
• set the number of segments on Axis X
• download to spreadsheet all results of chart on Level 2 (not only for one clickable bar on Level 3)

Glossary

• DR KPI Level 1 is a table of averaged KPI value (one or more) per sepecified time frame.

Time frame for KPI calculating set on KPI settings tab in My Profile section.

• DR KPI Level 2 is a chart of one KPI that reflects averaged value of KPI's amount in relationship to certain parameter.

Level 2 consists of 3 sections: Parameters, Chart, Filters

• DR KPI Level 3 is a spreadsheet of averaged KPI value (one or more) per sepecified time frame.

Preliminary works

• fix known bugs to make proper calculations on Level 1, including exception error message for "previous year" period

Improve Design

Level 1

TBD

Level 2

NEEDS:
* Change list of parameters displayed on Axis X - Time, Carriers, Consignees, Shippers
* Change "time period" dropdown - remove "Days" / use "Group By" label instead "Axis X"
* Linear chart for Time, bar chart - for others
* Carriers and Truckers should be the same named (now aren't) - ask Mark!!!
* add "Download to Excel" button

Common idea

• We suggest merge a time and other KPI parameters into one list.
• Chart data can be grouped by each parameter.
• Time Frame range can be set on Filters Panel in Delivery Date databoxes or by default on Time Period radio buttons section.
  • (by default it is one measure unit range and depends from certain parameter).

We need to make the following updates:

1) in Parameters section

• update list of Axis X dropdown items to - day, week, month, quarter, year, carriers, consignees, shippers
• rename Axis X dropdown to Group By
• add "Download to Excel" button for results on Level 2

2) in Chart section

DR KPI on Level 2 is a chart of one KPI (on Axis Y) that reflects averaged value of KPI's amount per sepecified time frame and grouped by certain parameter (on Axis X).

• use following type of charts:
  • linear chart for time parameters,
  • bar chart for carrier parameters.
• display specified number of chart segments for "Group By" parameter
  • When we select one of Time Period radio button then Chart segments reflect last time range per selected period.
  • When we set Time Frame for Chart from Filters Panel the system calculates number of segments automatically in depends from Time Period.

Example 1 (linear chart, parameter Days):

Example 2 (linear chart, parameter Weeks):

Example 3 (bar chart):

3) in Filters section

• add Delivery Date "From" and "To" timeboxes

Look and feel

• All three parts of KPI frame work on level 2 (Parameter section, Chart section and Filters panel) should fit on one screen
• Labels features:

• when Group By = Quarters, label should be look like Q1-2011 ("Q"+Number of quarter - Four-digit year)
• when Group By = Carriers/Consignees/ Shippers, label should contain only name of carrier/consignee/shipper (without city name)

Level 3

NEEDS:
* add new KPIs and update list of Output Fields
* KPI overlapping - display several KPIs in adjacent columns

Look and feel

• Cost per pound KPI should be formatted as Currency with two decimals
• Time KPIs (Created To Approve, Created To Delivered) should be formatted as Integer Number

Example:

KPI settings

• default Time Frame (comply with Time Period from KPI Level 2)
• default Group By based on Time (days, weeks, months, quarters, years)
• TBD

SOW 2

NEEDS
Implement 1 ‘date based’ KPI as a proof of concept

Common requirements for adding new KPI

To simplify further process of adding new KPI in CyberTrax we suggest use unified procedure of defining KPI.

• Step 1. MO requests a new KPI and provides information for analysis.
• Step 2. BA prepares information for developing as list of key parameters:

• Key entity.
• KPI function and KPI measure unit.
• Key Date rule.
• "Group By" methods.
• Filters.
• Chart types.
• XLS output fields.
• Default settings.

Proof of concept of new KPI

We select "Created To Delivered" KPI for using as example.

• Core of ‘date based’ "Created To Delivered" KPI is number of days since the date of creation the shipment until the date of its delivery.
• KPI function is difference between Created On Date and Actual Delivery Date.

History

0003131: [DR/KPI] DR KPI Framework (for non AR reports)