KPI

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Contents

Info

Mantis

Mantis:

  • categories: DR/KPI:ph1, DR/KPI:ph2, DR/KPI:ph3

Environments

Good account to test with:

  • name: KPI_User@com.com
  • pwd: Admin1234

SVN

  • /branches/DR_KPI

Team

  • Sponsor: Simon
  • UAT/Product Manager: Marc
  • SA: Alex
  • PM: Tira
  • Dev1: Sasha
  • Dev2: Misha
  • Dev3: KU
  • QA: Roma
  • Graphics: Vic

Email groups:

alex@jaguarfreight.com; a.pivniak@elcosol.com; k.ushakov@elcosol.com; v.makhankov@elcosol.com; r.lakhno@elcosol.com; m.tymoshenko@elcosol.com; montira@jaguarfreight.com;

Glossary

  • BI - Business Intelligence

Requirements

2012

  • This Phase One should include first portion of DRs/KPIs delivered
  • Must be production quality
  • This phase is for Arden primarily (all MOTs) but also for Sales Dept to show possibilities to prospects and existing Clients
  • This project is very important top visibility project
  • Also right tool/lib should be evaluated/selected for the future (example: LogiXML vs ZK API/other Java APIs)

2013

Simon asked to release all classes of KPIs by April One.

Simon/Marc identified limited list of "Free Client KPIs", to be released ASAP:

Free KPIs

1. Counters: Shipment Count

2. Counters: Total spend (including or excluding VAT)

3. EU: Average KG per shipment

4. EU: Average pallets or cartons per shipment

5. Dates: On time performance (estimated vs actual date unless an actual “due date” is available (ASN Portal customers)

6. Dates: Average transit times

KPI Classes

KPI classes (groups):

  • Cost per unit (CPU)
  • Lead Times
  • Counters
  • Lane Optimization (LO)
  • Equipment Utilization (EU)
  • Overlap

Individual KPIs

Cost per unit (CPU)

a. Cost per Lb

b. Cost per Kg

c. Cost per Item

d. Cost per Pallet

e. Cost per Carton

f. Cost per chargeable Weight (air)

g. Cost per container (FCL)

h. Cost per CBM (LCL)

Dates (Lead Times)

a. Created to delivered

b. Approved to delivered

c. Created to Approved

d. Approved to pick up

e. Pick up to delivery

f. On Time performance (OTIP)

g. Created to Cargo Due

h. Approved on Date to Cargo Due

i. Basic to Super planner approved

k. Time to update

Counters

a. Shipment Count

b. CTs count

c. Gross KG Shipped

d. Cartons count

e. Pallets count

f. Container count

g. CBMs count

h. Chargeable weight count

i. Total Spend

Lane Optimization (LO)

a. Average shipments per lane (per week, per month)

Equipment Utilization (EU)

a. KGs per shipment

b. LBs per shipment

c. Pallets per shipment

d. CBM per shipment

e. Avg Pallets per container (FCL)

f. CBM per container

Overlap

a. Overlap Equipment Utilization against CPU

b. Overlap Lane Optimization against CPU

DR1 and DR2

! These reports are no longer in use

Moved to DR KPI Phase One DR1 DR2

KPI Framework

Link to KPIs

KPI link will show up for users who have access to at least one KPI. See Figure below.

This link will lead to KPIs multi tab view - see another Figure in the #Standard Layout section below.

File:KPIlink.JPG

Standard Layout

KPIs are to conform to standard layout that is well defined.

KPI link leads to KPI Home page - see Figure below.

Page has multiple tabs - one per class.

On each tab there is a KPI selector that allows user to choose one KPI from the class.

Page contains info for one KPI at each moment in time.

KPI Page consists of the following sections/panels:

Please notre that definitions of above sections differ depending on what type of View is selected. See #Views

KPI class tabs

On the highest level we spread all KPIs across tabs. One KPI class per tab.

Title

This is a title for current page (for selected tab).

Main menu

  • Client Company - single select, list restricted by user visibility
    • this might soon be removed !!!
  • MOT - single select
  • View type - controls what is displayed inside panels. Options:
    • Main View
    • Shippers View
    • Consignees View
    • Carriers View
    • Lanes View
    • this might soon be removed !!!
  • Ttl Weight/Avg Cost/Count/Avg Weight selector
    • This defines axis Y for Top Right Panel
    • this might soon be removed !!!
    • not used for Main View !
    • options:
      • Total Weight
      • Average Cost
      • Shipment Count
      • Average Weight

KPI Panel

  • individual KPI selector: Ex: cost per kg
  • Unit of measurement: Ex: USD
  • number: actual value of KPI (if "weekly" is selected then average for last full week, if "monthly" - average for last full month)
  • arrow change indicator: comparatively to previous period defined by "timeframe" (up - red, down - green)
  • percentage: change in % comparatively to previous period defined by "timeframe"
  • timeframe: options: weekly, monthly, quarterly, yearly

Tolerance levels parameters

This is aka "Traffic light"

  • this is a list of parameters managed by user in user profile
  • controls what is considered green vs yellow vs red zone for KPI
Notifications for Traffic light
  • When color changes from yellow to red send e-mail with notification to user
  • In user profile on Client under specific KPI allow to turn on/off notification. By default it is off

Left panel, Top right panel, Bottom right panel

Content on these panels is controlled by "View Type" selector. See details below.

Views

We defined 5 views: Main, Consignees, Shippers, Carriers, Lanes.

See details below.

Main View

Main View aka MV

MV Left panel

Left column:

  • weeks to date sorting from current week to previous weeks (current week, last week, previous week .... )
  • arrow indicator - change from previous week
  • Mouse over value description
  • gage indicator
  • Mouse over value description

Right column:

  • KPI value
  • Mouse over value description
  • single click on a table row of the Left Panel functionality:
    • Highlight a table row for a particular week/quarter/month to the row that is selected
    • A dot on the graph for a particular week/quarter/month on top right panel is highlighted. If there is no data (empty), no highlight is needed.
    • Apply a bottom right panel to show a particular week/quarter/month information chart for each tab (Shippers, Consignees, Carriers, and Lanes). Display a frame label to show what data/value based on such as X Week/Y Quarter/Z Quarter or 2012 YTD average
    • ie. Cost per LB with weekly KPI, user clicks on 28 week (08-14 Jul 2012) then a dot on the graph for 28 week on the Top right is highlighted. The bottom right panel shows bar or pie segment chart with number for top/bottom display for a particular 28 week information. Display a frame label as 28 week (08-14 July 2012).
MV Left panel drilldown

For Main view

  • double clicks on a table row of Left Panel
    • Show pop-up panel with download to excel button
    • Select output fields option window pop-up for user to select output list and click OK
    • Download Excel spread sheet

For Other views Commented out this until we decide to enable other views.

MV Top right panel

Axis X: all weeks to date (w1, w2, .... ) or months to date (Jan, Feb,....Dec)

Axis Y:

YTD average line

This is a horizontal line on top right plot indicating "YTD average" for KPI, say cost per kg.

Year Selector Panel

Has been added in SOW 33.


  • Compare graph for all years as well as YTD average for all years
  • Ability to choose what years graph to show/hide
  • Grid table control graph each year
  • Each year has different color in order to differentiate years
  • Trend shows data point each time frame each year
  • YTD Average data show side by side with year trends selected
  • Provide/show list of all years for trend and YTD with enable/disable graphs
  • Scrolling up/down if there are long list of years
  • Sorting years from earliest year to latest year top to bottom
  • Currently we will list data from year 2011, so there will be year 2011 and 2012 on the table grid at this time. Future the list will be added under earlier year.

NOTE: See mock up below for concept of the requirements


File:Allyears.JPG

MV Bottom right panel

This panel has 4 tabs: Shippers, Consignees, Carriers, Lanes.

Each tab has same design.

  • Type selector: bar/pie
  • Display X selector and Display Top/Bottom selector:
    • indicating by how many items to group, for example: "show top 5 Shippers"
  • Plot:
    • Axis X: top/bottom 25, 20, 15, 10, 5 for Shippers or Consignees or etc
    • Axis Y: KPI value
MV Bottom right panel drill down
  • If user clicks on a particular bar or pie segment of chart then system should produce pop up with CT/load details for relate data (use same format as was defined by Cost per Pound KPI implemented by AK)
  • Bottom right chart. See figure below. This mock up is from Cost per LB with Load#. Other KPI might be slightly different such as for other MOTs that has no Load, do not show load.
    • Step 1). User can click on a bar or pie segment of chart.
File:BottomRightChart.JPG
    • Step 2). As of this panel shows bar chart per carrier for 2012 YTD average, user clicks on FEDEX FREIGHT bar chart on Carrier tab, then system shows pop up HTML report with ability to download to excel. This HTML report shows information for a specific carrier.
File:DrillDown.JPG
    • Step 3). User can download information to excel by clicking Download to Excel button then selecting output fields and clicking OK. Excel report should show as small detail as possible per line for this particular carrier, so user can use the excel spreadsheet to create their own pivot tables, ...for their own analysis. Output list is upon user selecting output fields.

NOTE: Output fields lists should be available for user to select (similar to Main report) as many fields as possible.

File:SelectOutputFields.JPG
500

Other Views

We decided to implement other views later or possibly have only one (Main) View.

Carriers View

I commented out this section - use wiki Edit to see text.

Consignees View

Same data/layout as in #Carriers View but for Consignees.

Shippers View

Same data/layout as in #Carriers View but for Shippers.

Lanes View

Same data/layout as in #Carriers View but for Lanes.

Visibility

For given KPI that is enabled for given Client user use only CT records that satisfy "default client user visibility" (E0 or E0 Group).

KPI Admin

System wide settings

Add Admin > KPI to manage system wide KPI module related settings.

Currently only one parameter to be managed: #KPI Earliest Date.

KPI Earliest Date

Defines cut off date for CT records based on Created on date. Records created earlier than this date will not be used in KPIs.

User specific settings

Note that currently we have some sort of admin. This is re-design.

  • On internal users with role=Client will be set up by Jag operators to get access to some KPIs.
  • We need to have list of all KPIs available in the system be present in this UI.
  • Also we should be able to enable KPI just for some MOTs.
  • Need enable/disable drill down switch per user
  • Finally many KPIs have "KPI parameters" (such as intervals for Gages). They should be set through this Admin as well.
  • As far as layout It should have tree like structure:
  • KPI class A
    • KPI 1
    • KPI 2
    • ...
  • KPI class B
    • KPI 1
    • KPI 2
    • ...

Once some KPIs are enabled these client users should be able to manage enabled KPIs in their users profiles.

Misc Standards

Shipment defined

Shipment is by definition:

  • in case of Truck with TMS it is a "TMS load"
  • in all other cases it is:
    • a group of CTs (if GRP exists) or
    • individual CT (if it is not a part of a group)

MOTs

Use all MOTs.

If there is no data for given MOT - do not show it in selector.

Mappings

Shippers:

Consignees:

Carriers:

We have two fields for Trucking company: Export Pick-up Trucker, Delivery Trucker. 'So if one shipment has both fields set then I assume both companies get credit as far as shipment count and weight.' THIS NEEDS TO A NEW SOW !!!!

Lanes:

  • Ocean = origin/destination terminals
  • Air = airport of departure / airport of arrival/destination

Association Inclusion and Group logic

#SOW 53 Association Inclusion and Group logic

Parameters used in KPIs

Cost

Calculated as a sum of all sales invoices minus credit notes amounts across all CTs.

Exception is TMS case: in this case cost comes from TMS with loads.

this formula will change! - see #SOW 52 Cost v2.

Gross Weight

Calculated as a sum of Gross Weights of individual CTs.


Drilldowns v2

This is a 2nd attempt to define and describe this feature with sufficient level of details. Particularly 1st version of spec did not have details about xls format and a list of fields to be selected for inclusion.

Drilldown is a functionality that gives "GRP/CT/Commodity item level details" for particular segment of visual representation for given KPI.

Defined for:

  • selected time frame (week/month/quarter/year) defined on Left Panel
  • same data but restricted to specific Shipper/Consignee/Carrier/Lane(Bottom Right Panel)

Produce pop-up where user can select output fields from this list - see below.

HTML view

No need to show html view first (change!).

List of fields and Field Selection Pop Up for Drilldown

Standard list of fields for all KPIs:


CT attributes (all KPIs):
-------------------------
 
GRP#(Load#)
CT#
Shipper 
Created On Date 
Authorized Date 
Act. Pick Up date      
Act. Delivery  
* Created by 
Pick Up Location       
Ship To Location     // map to TO BE CARIFIED!!!  
P.O. Issued by 
Pick Up Instructions   
Commodity Description  
Cargo Available 
Cargo Due date 

* Planner Name
* Approved by (planner)
* Approved by (super planner)
* Pick up country
* Delivery country
* Pick up region
* Delivery region
 
Shipment TTL GW (lb)   
Shipment TTL GW (kg)   
Haz     
Pick up Trucker Name   
Est. Pick Up date      
Delivery Trucker Name  
Est. Delivery  
Created by     
Authorization Status   
Last Update Date       
Last Update by 
 
MOT     
Created On     
Approved On    
Approved For   
Rejected On   

Load attributes:
-------------
Load#
Date of receipt
Total charge
Other charges

Commodity table attributes (all KPIs):
--------------------------------------
 
P.O.    
SKU     
Qty     
Piece Price    
Total Value    
Item Description       
# Plt   
Pkgs on plt    
Loose pkgs     
Stack   
TTL GW (lb)    
TTL GW (kg)
* TTL Chargeable weight (AIR mode only)
* Total CBM (LCL Mode only)
* Total Freight Costs (with OR without DUTY/VAT)

KPIs
----
* Current KPI
* For “counters” we need “created to delivered”
* For CPU we need “created to delivered” and “approved to due date” and “picked up to delivered” and “average transit time”
* For Lead times we need “average cost per KG” and “average cost per item”
 

Changes: all fields with *

Misc Field Selector pop up logic

  • 1/ Use diff font or color to show commod items vs shipment items vs load items or postfix items with "Shipment fields", "(commod field)", "load field" to indicate.
  • 2/ list sections one after another (CT fields, Commod fields, etc)
  • 3/ Above is one list (change!) with items in alphabetical order (per section).
  • 4/ Use drag and drop to select (change!)
  • 5/ Default value for “downloads” should always be:
    • GRP# or load# for TMS
    • CT#
    • Shipper
    • PO
    • SKU
    • QTY
    • current KPI field
  • 6/ make GRP#(Load#) and CT# first 2 firlds required and always leftmost
  • 7/ Add these buttons/fetures:
    • Save - saves current list of selected fields. Will be used as a default for THIS user in all KPIs from now on
    • Reset - reset above to Systems default

xls format for drill downs

Header
  • A the top print title in large bold that consists of: <KPI class name> + " KPI"
    • example:
Cost per Unit KPI
  • below - list KPI name and number of shipments
    • example:
KPI name: Cost per Kg
Num of shipments: 12
  • below - all additional conditions as defined by filters
    • example
Client Company: EA
Mode of Transport: Air
Timeframe: 01-30 Jan 2013
Shipper: Elmar
  • below - additional info
    • example
Currency: USD
Body

  • 1/ See mock up above.
  • 2/ Each line represents commodity line.
  • 3/ If value is CT based then post into first commodity line of first CT in GRP (example: CBM)
  • 4/ Post "n/a" if no value is defined (example: CBM)
  • 5/ In some cases opers do not enter all info
    • Case 1 - when all commodity line info is entered by oper
    • Case 2 - when Oper enters only totals on one (normally first line).
  • 6/ Fill in all cells with values even in case they repeat (common values for all commode lines). For example Shipper value will repeat for all commode lines.
  • 7/ the currency / total currency should be downloaded into a ‘currency’ format without the need to manually change the formatting of these cells
Group and Load Logic

In case of Truck TMS replace GRP# with Load#.

Cost Per Unit KPI Class

This is aka CPU.

CPU General Info and List

a. Cost per Lb

b. Cost per Kg

c. Cost per Item

d. Cost per Pallet

e. Cost per Carton

f. Cost per chargeable Weight (air)

g. Cost per container (FCL)

h. Cost per CBM (LCL)

CPU group A

Cost per Lb

This is average cost per pound.

Formula: #Cost / #Gross Weight.

Cost per Kg

This is same as #Cost per Lb but using different unit of measurement.

CPU group B

Cost per chargeable weight

  • This is for MOT Air only
  • Formula: #Cost / (sum of all chargeable weights across all CTs participating)

Cost per Container

!!! This is on hold pending Marc's clarifications !!!

  • Formula: #Cost / (sum of all container counts across all CTs participating)
    • not important what cont type
  • MOT= FCL only

Cost per CBM

  • Formula: #Cost / (sum of all CBMs across all CTs participating)
  • MOT = LCL only


CPU group C

Cost per item

Formula: #Cost / (sum of Qty values from CT commodity table across all CTs participating)

Cost per Pallet

Formula: #Cost / (sum of all pallet counts across all CTs participating)

Cost per Carton

Formula: #Cost / (sum of all carton counts across all CTs participating)



CPU Layout

See #Standard Layout.

Also see #KPI Framework.

DR3 Phase 1A: EA DOM Portal only

Commented out this spec as outdated.


Dates KPI Class

Dates KPI General Info

  • Name "Lead times" (aka Dates)
  • Measuring average per CT distance in days between known CT dates.

List of Dates KPIs

See below links to group A, B, C, .... .

Dates KPI group A

  • created to delivered *
  • approved to delivered *
  • created to approved *
  • approved to pick up *
  • pick up to departure (air and ocean only)
  • departure to arrival (air and ocean only) - moved to group B !!!
  • arrival to delivery (air and ocean only)
  • pick up to delivery

Dates KPI group B

On time performance

TMS ASN case: difference in days between Cargo Due and Actual Delivery Date.

Other cases: difference in days between first entered Estimated Delivery Date and Actual Delivery Date.

Departure to Arrival

  • (air and ocean only)

Approved on Date to Cargo Due Date

  • Meaning: Number of days since the date of the shipment gets approval to the date of cargo due date
  • Show label as: Approved to Cargo Due
  • Only for ASN users and TMS Client user roles
  • formerly SOW 29

Dates KPI group C

Created on Date to Cargo Due Date

  • Meaning: Number of days since the date of creation of the shipment to the date of cargo due date
  • Show label as: Created to Cargo Due
  • Only for ASN users and TMS Client user roles
  • formerly SOW 29


Basic to Super approved

  • Add additional lead time date range to measure time for shipment to get approve by double approval process.
  • Meaning: This is measuring between a date that basic planner approves shipment and a date that super planner approves shipment
  • Show label as: Basic to Super approved
  • If there is some shipment that only got approved by super planner, DO NOT consider this shipment. Only consider shipments that have approval activity from both basic planner and super planner
  • Only for ASN users and TMS Client user roles
  • formerly SOW 31

Average Transit Times KPI

  • Transit in days:
    • Truck: door to door in days
    • Air: airport to airport
    • Ocean: port to port
  • Label: Transit Times
  • formerly 3966

Time To Update

  • Meaning: number of days between date that is set and date on which this date is set by operator. For these date field:
    • Actual Pick Up
    • Actual Delivery
  • If date was updated in advance (before that date) then show KPI value as negative, if on same day then show as zero, if updated after then show as positive
  • Show label as:
    • Time to update <date field>
  • formerly SOW 30, mant 3752

Dates KPI group D

File Closing Metrics

  • type: Internal KPI
  • name: Arrived to Closed
  • meaning: number of days from actual arrival date (delivery for Truck modes) to date of closing (of that CT)
  • Add filters to main menu
    • By office (associate CT with office through operator that closed that CT last time)

Dates KPI Title

Lead Times by Shipper Consignee Carrier Lane.

Dates KPI Main Menu

  • MOT
  • specific dates KPI

Dates View KPI panel

  • gives average in days for a YTD for selected dates KPI See SOW 1
  • gives change in % (this year over previous) See SOW 1
  • arrow indicator (up or down from previous year) See SOW 1
  • gage indicator for YTD See SOW 1
  • weekly/monthly switch - this actually currently controls type of axis X on Top Right panel

Dates KPI Left panel

See #KPI Framework

Dates KPI Top Right panel

See #KPI Framework

Dates View Bottom Right panel

See #KPI Framework

Counters KPI Class

IMPORTANT: see also #Association Inclusion and Group logic

Counters General Info

This is a class of KPIs. Individual KPIs that belong to this class - see below.

Group One (free client KPIs):

Group Two (others):

  • Gross KG shipped
  • Cartons count
  • Pallets Count
  • CBMs count
  • Containers Count
  • Chargeable Weight Count

Another name for this KPI class is "Volumes".

Counters group A

Shipments Count

In case of Trucking MOT with TMS:

  • it is a number of loads.

For all other cases/MOTs:

  • it is all GRPs plus individual CTs not included in GRPs that were created during given timeframe for given MOT. Use "Created On Date".

See also #Shipment defined.

Note: Created On Date for a group is Created On from CT with lowest CT number in the group.

CT Count

  • it is 'a sum of all CTs that were created during given timeframe for given MOT. Use "Created On Date".

Total Spend

Trucking for TMS/EADOM case:

  • Total charges for all loads for given timeframe (from LoadPlan XML).

All other cases/MOTs:

  • take sum of all sales invoices

Additional condition:

  • consider only shipment that has Actual Delivery date is set (not empty).

see also Exclude Duty and VAT section

Main Menu

  • Client company
  • MOT - Single select including ALL MOTs
    • Default: All MOTs
    • If mode is selected then applies to left panel, top right panel and bottom right panel for a particular mode value
  • Specific couters KPI - Shipment count/Gross KG/Cartons count/Pallets count...dropdown menu
    • This specific counter KPI - single select, if it is universal, shows all modes for default value, if it is specific, shows mode specific.

View Type

    • Main View
    • Shippers View : TBD
    • Consignees View : TBD
    • Carriers View : TBD
    • Lanes View : TBD
  • Additional selector
    • Not used for Main View
    • [TBD]

Layout

Use #Standard Layout similar to Cost per unit KPI


Counter View Title

Activity KPI by Shipper Consignee Carrier Lane


KPI Panel

  • Label: ie. Total shipments (KPI type of counters- See List of total counters KPI above)
  • Number: Actual value of KPI (NOT average value of the last full week/quarter/month)
  • Arrow change indicator: Same indicator as other KPIs
  • Percentage: comparatively to previous period time frame same as other KPI
  • Timeframe: Options: Weekly, Quarterly, Monthly
  • Traffic light: Gage. Indicates tolerance level same as other KPIs
  • Weekly/Quarter/Monthly switch: Control type of axis X on Top Right panel

Left Panel

Similar to Cost per Unit KPI but this is reported on selected type of counter KPIs

Include Drill down concept and ability to download to excel

  • Types of counters are universal for all MOTs or specific for specific MOT.
  • Universal KPI: default "ALL MOTs" and value for all modes (count all modes)
  • Specific MOT: default to specific "MOT" (count on a specific mode such as CBMs count is specific for LCL only)

For specific MOTs show specific MOTs value


Top Right Panel

Similar to Cost per Unit KPI but this is reported on selected type of counter KPIs

All MOTs as selected choice by default

  • show graphs for all modes for current year and last year comparison

Specific mode is selected

  • show graphs for a specific mode


Bottom Right Panel

Similar to Cost per Unit KPI but this is reported on selected type of counter KPIs

Include drill down concept with HTML report and ability to download to excel

  • This chart is to show for all modes if all modes is selected. Show only a specific mode if specific mode is selected. Current YTD value.


Apply to panels

Apply to all panels (top right, bottom right, left panel) with KPI and MOT values combination.

LO and EU KPI classes

LO EU General Info

The basic premise of transportation is that the more you ship the smaller your unit cost (if you buy 2 pens from Amazon.com the cost of shipping will usually be the same for 2 pens as it is for 1 pen, thus by shipping 2 pens together your cost per pen decreased by 50%).

If we would want to add another layer of complexity we would start “modeling” the “current data” to show something like this:

You ship 10 shipments per month from company A to company B with 1000 kg each at the moment. Your average cost per xx (item, kg etc) is $ 5.-

IF you started shipping 2 shipments per month from Company A to Company B with 5000 kg each, your average cost per xx (item, kg etc) would be $ 2.50**

To get to the **$2.50 number some slightly more complicated referencing/estimating system would have to be implemented, one that would measure different quantity ranges (1, 100, 500, 1000, 2000, 3000, 5000, 10000 KG – for example) and measure the proportional reduction in unit cost (cost per KG for example) for each weight break, then apply this proportional reduction to the “model based” quantity per shipment.


1) How many shipments for every "shipper/consignee" pairing (Lane) per week, per quarter, per month, etc

2) How much quantity, weight in KG/LB, pallets, CBM, etc per shipment per container per a specific time frame

  • To be able to measure:
  • KG per/ LB per/ Pallets per/ CBM per/
    • Per shipment (all modes)
      • Consider shipments as load for TMS and Master for Non-TMS
  • Pallets per/ CBM per/
    • Per container (FCL)
  • Per week/quarter/month

LO class

  • name: "Lane Optimization"
  • has one KPI - see below

Shipments per Lane

  • name: "Shipments per Lane"
  • This shows how many shipments for every lane per week, month, etc.
  • How to count shipments:
    • TMS --> 1 Load = 1 Shipment
    • Air : count # of masters = # of shipments
    • Truck (Truck Dom, Truck Ocean and Truck Air) : count # of loads (Truck Dom) + count # of Masters (Truck Air and Truck Ocean)
    • FCL and Vendor console : count # of Masters = # of shipments
    • LCL : count # of masters = # of shipments
  • Main Menu:
    • standard options
    • Lane selector (all Shipper/Consignee pairings that have at least one shipment for current Visibility/MOT)
  • Title:
    • Lane optimization KPI for best median and worst
  • Bottom Right Panel:
    • Non standard - show 3 tabs: show average shipments for lanes in the top 25 lanes, median 25 lanes, and the bottom 25 lanes
  • Misc

N/A


EU class

  • name: "Equipment Utilization"
  • This is a KPI measuring quantity, weight in Kg and Lb, pallets, CBM, etc per shipment/ per container for a specific time frame

KG per shipment

average KG per shipment(load for Truck Dom TMS, master for Non-TMS Trucking) for specific time frame. Sum up KGs for all shipments in a specific time frame and divide by number of shipments

LB per shipment

average LB per shipment(load for Truck Dom TMS, master for Non-TMS Trucking) for specific time frame. Sum up Lbs for all shipments in a specific time frame and divide by number of shipments

Pallets per shipment

average Pallets per shipment(load for Truck Dom TMS, master for Non-TMS Trucking) for specific time frame.

Sum up number of pallets for all shipments in a specific time frame and divide by number of shipments

CBM per shipment

average CBM per shipment(load for Truck Dom TMS, master for Non-TMS Trucking) for specific time frame.

Sum up CBM value for all shipments in a specific time frame and divide by number of shipments

Chargeable Weight per shipment

  • Average for Chargeable Weight across participating CTs
  • MOT Air only

Pallets per container

average plts per container for specific time frame. Sum up number of pallets for all number of containers in a specific time frame and divide by number of containers

CBM per container

average CBM per container for specific time frame. Sum up CBM value for all number of containers in a specific time frame and divide by number of containers


Misc

N/A


SOWs Part A

Sequence

  • first 3567, 3575 in parallel
  • next 0003583
  • next 0003595
  • all remaining are sequential in order of priorities

3567 DR1 Simple Shipment count DR

  • Sasha: Java/SQL

Spec: #DR1 Simple Shipment count DR

3575 Evaluate LogiXML

  • Kostya, Vlad

0003583 DR2 Complex Shipment Data per Client per Year DR, PART A

  • kostya: SQL, Java b-end
  • sasha: b-end, f-end

spec: #DR2 Complex Shipment Data per Client per Year DR, PART A

0003595: [DR/KPI] DR3 Phase 1A: EA DOM Portal only

spec: #DR3 Phase 1A: EA DOM Portal only

SOWs Part B

SOW 0 DR4 Dates KPI

mantis: 3662

Spec: #DR4 Phase 1A2 Dates View

  • Created to Delivered
  • Approved to Delivered
  • Created to Approved
  • Approved to Pick-up
  • Pick up to Delivered


SOW 1 Spec gaps and some changes

mantis: 3668

R1,2 - moved to another SOW

  • R3: monthly / weekly switch should also apply to Left Panel (group by weeks / month). If monthly is selected then left panel should show breakdown by month
  • R4: for Left panel:
    • arrow indicator should show change from previous week SAME year not previous year
  • R5: for KPI panel:
    • arrow and percentage: implement as in original spec (last week/month comparatively to previous week/month)
  • R6 (added): for KPI panel:
    • Number should show average cost per unit for last week/month (not YTD)

Description for R4, R5, and R6.

  • 1) Left Panel: Show data until latest week/month which includes current week/month.
ie. if today is Thursday July 19 (29 Week). Top left should show 29 weeks for weekly left panel.. See SUMMARY section below.
  • 2) KPI Value: <s>Per Example above, current week (29)/month (July) is not a full week/month,

KPI value should show the the last week/month value and percentage of last week/month value compared to previous week/month.

ie. If monthly is selected, shows July data on the left panel as the latest month (current month) and KPI Value shows "Jun KPI value " and percentage "Jun KPI" compared to "May KPI".
ie. If weekly is selected, shows 29 week on the left panel as the latest week (current week) and shows KPI value for last week value "28 week KPI value" and percentage "28 week KPI" compared to "27 week KPI".


Additional changes from above requirements:

Left Panel:

  • 1) Show the latest of full week/month on the list (do not show current not full week/month value)
  • a. For example, today is Tuesday July 24 (week 30), show last full week/month as the first one on the list (week 29, Week 28, …/Jun, May). Not necessary to show week 30/July as they are NOT a full week/month.


  • 2) For Weekly/monthly that has “0” value (no data), do not show arrow change indicator for the week/month that has no data(empty)
  • 3) If there is some week period in the middle that has no data (between 2 period of weeks that have data), arrow indicator to show for the week/month that has data compared to the previous last full week that has data


KPI Panel:

  • 1) Show the last full week KPI value:
  • a. If the last full week value has no data (empty), show “0” as KPI value as well as percentage for “0%” and no need to show arrow change indicator
  • b. If the last full week value has data (not empty) and the previous week has no data (empty) then KPI value shows for the last full week value, and % for comparison as well as arrow change indicator to compare between the last full week (not empty) and previous last full week that has data (not empty)

Note: APPLY THESE TO ALL KPIs

Signed off by Marc for these additional changes with more note below:


This is correct. Also on the “timeline linechart” simply skip the weeks where there is no data so the lines will not be continuous from left to right but will only connect weeks that have data.


  • Empty week = empty
  • Full week = dot
  • Empty week = empty


In the above example 3 weeks with 2 weeks (1 and 3) do not have data = only 1 dot on the chart.


  • Full Week = dot
  • Full Week = dot


The above 2 dot are connected by a line.

File:ExDotEmpty.JPG

Summary of this SOW1 can be found on mantis attachment.

SUMMARY

  • 1) Monthly / weekly switch should also apply to Left Panel (group by weeks / month). If monthly is selected then left panel should show breakdown by month.

Left Panel:

  • Show the latest of full week/month on the list (do not show current not full week/month value)
  • Arrow indicator should show change from previous week SAME year not previous year
  • For Weekly/monthly that has “0” value (no data), do not show arrow change indicator for the week/month that has no data(empty)
  • If there is some week period in the middle that has no data (between 2 period of weeks that have data), arrow indicator to show for the week/month that has data compared to the previous last full week that has data
  • 2) KPI Value:
  • Arrow indicator should show change from previous week SAME year not previous year
  • Arrow and percentage: implement as in original spec (last week/month comparatively to previous week/month)
  • Number should show average cost per unit for last full week/month (not YTD)
  • Show the last full week KPI value:
    • If the last full week value has no data (empty), show “0” as KPI value as well as percentage for “0%” and no need to show arrow change indicator
    • If the last full week value has data (not empty) and the previous week has no data (empty) then KPI value shows for the last full week value, and % for comparison as well as arrow change indicator to compare between the last full week (not empty) and previous last full week that has data (not empty)
  • 3) Top Right Panel
  • Timeline line chart
    • If there is no data, no dot on graph (skip the weeks where there is no data)
    • If there is data, dot on graph and connect it to the last dot on graph


SOW 2 Look and feel changes

mantis: 3690

  • Weekly/monthly button: not clear what indicates "pressed" state

File:ButtonActive.JPG


SOW 3 KPI Admin on Internal and Client

mantis: 3691

spec: #KPI Admin

SOW 4 (DR3 Cost Per Unit KPI, EA DOM only) Add all other Views

manis: 3692

These views:

  • Shippers View
  • Consignees View
  • Carriers View
  • Lanes View

Spec: #DR3 Cost per unit KPI by Shipper Consignee Carrier Lane


SOW 5 Add Quarters

mantis: 3693

Add option Quarterly to Weekly / Monthly

  • Quarterly button is added between Weekly and Monthly
  • Left Panel:
  • Once Quarterly is selected then quarterly data columns are applied
  • Show Quarterly from latest full quarter back to previous quarters (Q2 Apr-Jun 2012, Q1 Jan-Mar 2012, Q4 Oct-Dec 2011, ....)
  • Show KPI value per quarter
  • Drill down value: see #SOW_10_Left_panel_drill_down
  • KPI Panel:
  • KPI value: last full quarter value and percentage compared between last full quarter value and previous last full quarter value (not empty: Must have data)
  • Top right Panel:
  • Axis X: Quarters (Q1, Q2, Q3, and Q4)
  • Axis Y:
    • Plot A: KPI for this year
    • Plot B: KPI for last year
    • Plot C: YTD average
  • Drill down Left Panel:
  • If Q2 Apr-Jun 2012 is selected (one click), then applies chart to the specific quarter value on the bottom right chart.
    • Drill down for a particular bottom right chart, show HTML report information for that particular bar/pie chart with ability for download to excel select output option
  • If Q2 Apr-Jun 2012 is selected (double clicks), then download to excel option is available for all data for that particular quarter 2.


SOW 6 Cost per pound is incorrect for some records

mantis: 3688


Current issue:

  • The current KPI module calculates cost KPIs based solely from the TMS load table (tblLoad). This poses an issue for us as the TotalWeight in that table is pulled directly from TMS and for the most part the TotalWeight in that table is incorrect. Some records contain only 1 lb on weight when they first created CT record for Truck itself. Issue is due to a specific business process that the EA Dom team uses for all east coast northbound/southbound full trailer consolidation moves. Weight and piece counts are not known in advance and are usually known the morning after, when trucker, Lawrence Transportation, provides EA Dom with a trailer manifest. This manifest confirms the actual shipment #'s that were loaded into the trailer and its corresponding TMS Load number#.
  • These type of records cause report on Cost per lb/kg incorrect as the info we report is not a correct report on weight. The weights get updated later on CyberTrax but it does not send back to TMS. The up to date weights can be seen on CyberTrax.


Strategic Solution:

  • Redesign KPI module to calculate cost KPIs by using the TotalCharge in load table and combining/aggregating TotalWeight from internal CT2 tables. TotalCharge is to be used for load or add up allocated charge in the loadplan to be used for load charges.. Allocated charge in the loadplan is to be used for CT record.
  • Drill down: Export to excel - Ensure that there should be ability to report cost per lb/kg per load as well as per CT record if the user would like to.


See Allocated charges for each CT on LoadPlan: Allocated Charges for each CT.



SOW 7 Remove pick up and/delivery trucker switch and display for only Pick up data

mantis: 3719

Business process currently, there are 3 different use cases of CT records in CT2 system with Pick up and Delivery truckers assigned below:


  • 1. CT1 - Shipment that has Trucker 1 as a pick up trucker and Trucker 1 as a delivery trucker and charges applies to Trucker 1
  • 2. CT2 - Shipment that has Trucker 2 as a pick up trucker and Trucker 2 as a delivery trucker and charges applies to Trucker 2
  • 3. CT3 - Shipment that has Trucker 1 as a pick up trucker and Trucker 2 as a delivery trucker and charges applies to Trucker 1

For case 3, even though a shipment has 2 truckers to handle the shipment but the charge is always applied to the pick up trucker only. For the delivery trucker charges, operator has to create a new CT internally in this case could be CT4- shipment to handle the charges for Trucker 2 for CT3. Operator creates CT4 - shipment that has trucker 2 as a pick up trucker as well as deliver trucker and charges applies to Trucker 2

  • 4. CT4 - Shipment that has Trucker 2 as a pick up trucker and Trucker 2 as a delivery trucker and charges applies to Trucker 2 (handle charges for CT3 delivery trucker)


Notes: This is only applied for Truck- DOM for TMS only

File:SOW7.JPG


SOW 8 For Bottom Right panel add drill down to CT and load level

mantis: 3707

spec: #MV Bottom right panel drill down

SOW 9 Show all data from KPI Earliest Date

mantis:3695

Everywhere (all panels, all KPIs) use data from CT records created not earlier than #KPI Earliest Date. Based on "Created On Date".

Managed through Admin.

Currently defined as Jan 1, 2011 and hardcoded.

SOW 10 Left panel drill down

mantis: 3703

Left Panel Drill down ability should be applied and available for all KPIs

spec: #MV Left panel drilldown

SOW 11 DR4 Dates KPI (On time performance: Truck dom (TMS) only )

Mantis: 3712

  • Add additional lead time date range to measure On time performance
  • Meaning: How on time between Actual date of delivery and Cargo Due date.
  • Goal: To measure how on time performance will be and percentage on time, late, and early. The goal for user to achieve is to get number that is close to or equal to "zero" or "negative" value; means "On time" or "Early" in business performance.
  • 1) Average days for on time performance
    • Logic 1: Day(s) = Actual Delivery Date - Due Date
      • Day(s): Negative = Early, Positive = Late, Zero "0" = On time
    • Logic 2: Average of performance for shipping = SUM (Day(s) in a week/quarter/month) / CT Count.
      • Result of KPI value for average days comes from sum up number of days from logic 1 for all CTs within a week/quarter/month then divided by number of CT records within a week/quarter/month.
      • If the day value is positive; means average of performance for shipping is considered late
      • If the day value is negative; means average of performance for shipping is considered early
      • If the day value is equal zero; means average of performance for shipping is considered On time
  • 2) Percentage on time/late/early in particular week/quarter/month/YTD current year
    • Logic 3: Percentage of delivery shipment early in particular time frame = Number of CT record(s) that is early / Total number of CT records in particular time frame
    • Logic 4: Percentage of delivery shipment late in particular time frame = Number of CT record(s) that is late / Total number of CT records in particular time frame
    • Logic 5: Percentage of delivery shipment on time in particular time frame = Number of CT record(s) that is on time / Total number of CT records in particular time frame
  • MOT: Truck-Dom (TMS)

On average these shipments are delivered before Cargo Due date is considered Early , on the Cargo Due date is considered On time and for shipments that are delivered late or after Cargo Due date is considered Late


Additional info from Leadtime KPI

  • Option: Additional date pairing to measure on time performance
  • 2 additional options from drop down list
    • OTIP (Day)
    • OTIP (%) - make it default option for Lead Time KPI.
  • Additional tab for CT count to bottom right chart


Layout

Use #Standard Layout similar to other date KPIs


KPI Panel

  • Label:Average (days)
  • Number: Average value of the last full week/quarter/month
  • Arrow change indicator: Same indicator as other KPIs
  • Percentage: Comparatively to previous period time frame same as other KPIs
  • Timeframe: Weekly, Quarterly, Monthly
  • Traffic light: Gage. Indicates tolerance level same as other KPIs.
  • Weekly/Quarterly/Monthly switch: Control type of axis X on top Right panel


Left Panel

Similar to other date KPIs. The difference is the value can contain negative value if shipment is delivered early, zero value if shipment is delivered on time, and positive value if shipment is delivered late.

Include Drill down concept and ability to download to excel. Similar to other dates drill down functionality.


Top Right Panel

Similar to other date KPIs. The differences are:

  • OTIP (Day )
  • Show average (days) on axis Y, and timeframe on axis X depend upon time frame switch
  • OTIP (%)
  • Show average % on axis Y, and timeframe on axis X upon time frame switch


Bottom Right Panel

Similar to other date KPIs with additional tab for CT count as to show percentage of shipments that are delivered early, on time and late. Show YTD current year average value.

Include drill down concept with HTML report and ability to download to excel


CT count Tab

Axis Y is CT count, Axis X show max 25 value from negative to positive value. Depend on value in the system. Show 25 value on axis X then the first position shows (Less than negative value), the last position shows (More than positive value), the middle position shows (0) value for on time.

Show % on the charts


Other tabs

Shippers, Consignees, Carriers, Lanes similar to other date KPIs.


OTIP (Day)

File:OTIPDayCTcount.JPG

OTIP (%)

File:OTIPDayCTcountPercent.JPG


SOW 12 Elevate 0 value graph in order to see a bar chart for zero value

mantis: 3705

  • Zero value chart is not visible (blank) and value cannot be shown while mouse over value
  • Elevate 0 value graph in order to see actual bar charts for zero value. Apply for all tabs for zero value
  • See figures below:

File:BarZeroIssue.JPG

Solution: elevate zero value to show actual zero value chart below

File:BarZero.JPG


SOW 13 DR3 Cost per Unit (cost per LB and cost per KG for all modes)

Mantis: 3795

  • These cost per LB and per KG apply to all modes. This is universal for all modes just a conversion


SOW 14 Add Yearly as well as make button narrower and rename buttons

Mantis: 3737

Add option Yearly to Weekly / Quarterly / Monthly

  • Yearly button is added after Monthly
  • Rename buttons: Weekly/Quarterly/Monthly/Yearly to Wk/Qtr/Mo/Yr
  • Left Panel:
    • Once Yr is selected then yearly data columns are applied
    • Show Yearly from latest full year back to previous years (2011, 2010)
    • Show KPI value per year
    • Drill down value: see #SOW_10_Left_panel_drill_down
  • KPI Panel:
    • KPI value: last full year value and percentage compared between last full year value and previous last full year value (not empty: Must have data)
  • Top right Panel:
    • Axis X: Years (2011,2010) If current year is 2013 but not a full year then show 2012, 2011, 2010
    • Axis Y:
      • Plot A: KPI for this year
      • Plot B: KPI for last year
      • Plot C: YTD current year average
      • Plot D: YTD last year average
  • Drill down Left Panel:
    • If year 2012 is selected (one click), then applies chart to the specific year value on the bottom right chart.
      • Drill down for a particular bottom right chart, show HTML report information for that particular bar/pie chart with ability for download to excel select output option
    • If year 2012 is selected (double clicks), then download to excel option is available for all data for that particular year.


SOW 15 Change status bar value display

Mantis: 3735

  • DisplayActual KPI Value on status bar so that user can see all the value all at once as user can view it quickly compared to use mouse over value one by one to compare one by one.
  • No need to show the min, med, max value on the status bar (hide)
  • Mouse over value functionality should stay the same as common.

File:StatusBarChange.JPG


SOW 16 Connect dot timeline chart

Mantis: 3736

  • Design Chart 2
  • This is a requirement from SOW 1, but it was not enough time to implement. Need more time to investigate at that time, so this SOW 16 is created for this task separately.

File:ExDotEmpty.JPG


SOW 19 DR7 Overlap

canceled

SOW 20 DR3 Cost Per Unit KPI: Extend this KPI to other Client Companies

mantis: 3798

Detailed spec TBD!


SOW 21 Top Right Panel: Show all years graphs since May 2010 with all YTD average

Mantis: 3708

  • Data is displayed from May 2010 for all KPIs
  • Graphs: 2012, 2011, 2010, YTD average (2012), YTD average (2011), YTD average (2010)
  • Provide ability to easily select years for comparison (2 years at a time)
  • Default: Show the current year and last year graphs (2012, YTD 2012 average, 2011, YTD 2011)
  • Same year same color of graph but different type of graph to show the different. Current one is good for dot graph with line for a year and dash-line graph for a YTD average.


SOW 22 Bottom Right Panel: Spell out what value based on

Mantis: 3709

Bottom Right Panel displays bar or pie segment chart for top/bottom display value but there is nothing to describe what those value on the graph based on such as 2012 YTD value or weekly for current year value, or value of all data in the system.

  • Display a Frame Label for what value based on to help user understand what data he/she see and compare to.
  • A Frame label must be displayed for all KPIs and all views for the bottom right panel
  • Main view: such as 28 Week (08-14 Jul 2012, 2th Quarter (Apr-Jun 2012), 2012 YTD Average
  • Other views: such as Weekly - 2012, 2012 YTD Average
  • A frame label displays depending upon general information or Left Panel drill down information


SOW 23 (DR3 Cost Per Unit KPI) Extend this KPI to other MOTs (all units)

Mantis: 3799

Extend cost per unit KPI from existing one to other mode of transportation as well as other cost per unit (all units)

  • These list of DR KPI is on cost per unit tab additional to cost per Lb.
  • Dropdown list for list of cost per unit KPI
  • Universal for all MOTs
    • Cost per Lb
    • Cost per Kg
    • Cost per Item
    • Cost per pallet
    • Cost per carton
  • Specific MOT(s)
    • Cost per Chargeable Weight - specific for Air only
    • Cost per container - specific for Ocean FCL only
    • Cost per CBM - specific for Ocean LCL and Vendor Console
  • All units are added to this KPI and are available for ones that applies to mode of transportation.
  • Meaning: Universal list of cost per unit MUST be available for all MOTs selected and some specific one is available for specific mode of transportation.
  • It is available when cost per unit is set to be available to specific user and allow user accessibly to my profile (Client Application) for tolerance Gage setting for specific cost per unit.

Truck

  • Once this MOT is selected then list of cost per unit that applies to Trucking will be available: Universal list
  • Truck Air, Truck Ocean, Truck Dom (TMS), Truck DOM (NON-TMS)
  • For the TMS shipments, consider Load shipments - CT level
  • For the NON TMS shipments, consider Master shipments - CT level

Air

  • Once this MOT is selected then list of cost per unit that applies to Air will be available. In this case universal list will be available as well as cost per chargeable weight

Ocean FCL

  • Once this MOT is selected then list of cost per unit that applies to Ocean FCL will be available. In this case universal list will be available as well as cost per container

Ocean LCL

  • Once this MOT is selected then list of cost per unit that applies to Ocean LCL will be available. In this case universal list will be available as well as cost per CBM
  • This one consider both ocean LCL and Vendor console

Question to Marc: Whether we will look at mode of transportation option to Air Ocean and Truck? or Air Ocean FCL Ocean LCL, Truck (include for both truck dom (TMS) and Truck ocean and Truck air (non-TMS)

Question to Marc: Whether we look at ct level for all TMS and NON-TMS ???

  • Main View and other views.

Layout and Cost per unit view title

Use #Standard Layout same as Cost per unit KPI with drop-down list of cost per unit

KPI Panel

  • Label: Cost per Lb, Cost per Kg,... etc depend on what cost per unit is selected
  • Number: Average value of cost per unit of the last full week/quarter/month and depend on what cost per unit is selected.
  • Arrow change indicator: Same indicator as other KPIs
  • Percentage: comparatively to previous period time frame same as other KPIs
  • Timeframe: Options: Weekly, Quarterly, Monthly
  • Traffic light: Gage. Indicates tolerance level same as other KPIs

Logic

Cost per Lb:

Cost per Kg:

Cost per Item:

Cost per Pallets:

Cost per Carton:

Cost per Chargeable Weight:

Cost per CBM:

Cost per container:

Left Panel

Similar to cost per Lb but this is reported on what unit is selected to show average result

Include drill down concept and ability to download to excel

Top Right and Bottom right panel

Similar to cost per Lb but this is reported on selected type of cost per unit to show average result

Include drill down concept with HTML report and ability to download to excel

Apply to panel

Similar to cost per Lb

Main View

See an example mock up for cost per Kg below. Other unit has similar mock up only report on different of unit for cost

File:CostperKG.JPG

SOW 24 (DR4 Lead Time KPI) Extend this KPI to other MOTs (all units)

mantis: 3800

  • Air
  • Ocean
  • LCL/FCL/Vendor Console
  • Truck
  • Truck-Air
  • Truck-Ocean

Detailed spec TBD!


SOW 25 (DR5 Total counter KPI) Extend this KPI to other MOTs (all units)

mantis: 3801

  • Air
  • Ocean
  • LCL/FCL/Vendor Console
  • Truck
  • Truck-Air
  • Truck-Ocean

Detailed spec TBD!


SOW 26 DR5 Total counter KPI : Extend this KPI to other views

Mantis: 3802

  • Shippers View
  • Consignee View
  • Carriers View
  • Lanes View


SOW 27 (DR6 Lane Optimization Equipment Utilization) Extend this KPI to other MOTs (all units)

mantis: 3728

  • Air
  • Ocean
  • LCL/FCL/Vendor Console
  • Truck
  • Truck-Air
  • Truck-Ocean

Detailed spec TBD!


SOW 28 (DR6 Lane Optimization Equipment Utilization) Extend this KPI to other views

Mantis: 3803


SOW 29 (DR4 Lead Time KPI) Add additional KPIs to measure cargo due date

Mantis: 3741

outdated mantis, moved to another SOW

SOW 30 (DR4 Lead Time KPI) who and when - Updates and Time to update Actual Departure date and Actual delivery date KPIs

Mantis: 3752

Provide ability to track and report on specific CT2 updates and events. Driving factor is that clients want the ability to track the efficiency of their operations team and how up-to-date their system records really are.


Example: Operators enter in an Actual Delivery date of 8/10/2012 for a shipment. However, they waited 2 weeks to make that update on 8/24/2012. So between 8/10 and 8/24, the system data was stale and invalid.

This specific request is to be able to track and report on when and who updates actual departure dates and actual delivery dates

There are 2 KPIs to be added to the LeadTime class for Trucking only.


1) Updates

  • Number of shipments that are updated by:
  • TMS (trucker)
  • Jaguar operator
  • Categorize by shippers, consignees, carriers, and lanes
  • Option:
  • Report on "Actual Pick up date"
  • Report on "Actual Delivery date"


KPI Panel

  • Label: CT records
  • Number: average value of KPI of CT records (that have Actual picked up date or actual delivery date is set) the last full week/quarter/month)
  • Arrow change indicator: Same indicator as other KPIs
  • Percentage: comparatively to previous period time frame same as other KPI
  • Timeframe: Options: Weekly, Quarterly, Monthly
  • Traffic light: Gage. Indicates tolerance level same as other KPIs
  • Weekly/Quarter/Monthly switch: Control type of axis X on Top Right panel


Logic

  • Count (CTs in the system for each specific time frame that have at least actual picked up or actual delivery date not empty)
  • count(CTs that have Actual Picked up date field that was updated by Jaguar)
  • count(CTs that have Actual Picked up date field that was updated by TMS)
  • count(CTs that have Actual Delivery date field that was updated by Jaguar)
  • count(CTs that have Actual Delivery date field that was updated by TMS)


Left Panel

Similar to other date KPI but this is reported on average CT records in the system that have:

  • At least Actual Picked Up or Actual delivery date is set.
  • Weekly, Quarterly, Yearly

Include Drill down concept (one click) and ability to download to excel (double click)


Top Right Panel

Report on CT records count for Actual Picked up Date or Actual Delivery date (option radio button: report for specific date) that were updated by Jaguar and TMS for weekly/quarterly/monthly of current year only (2012)

  • Default radio button: Actual Delivery Date
  • Graph should show line chart comparison Actual delivery date value that were updated between TMS and Jaguar operator
  • If Actual Picked up date radio button is selected then show graph comparison for actual picked up date value that were updated between TMS and Jaguar operator


Bottom Right Panel

Report on CT records Count for YTD current year for CT records in the system that have at least actual picked up date or actual delivery date field set and display stack-chart comparison between records that were update by TMS and Jaguar operator

Include drill down concept with HTML report and ability to download to excel

NOTE: If the left panel is selected for a specific week/month/year then apply the bottom right panel to a specific value per shipper, consignees, carriers, lanes for a specific week/month/year. Ability to report and download to excel for a specific shipper/consignee/carrier/lane for that specific week is available as well. Common to all KPIs for drill down and download to excel functionality.


Apply to panels

Option for date selected for actual pick up and actual delivery dates - apply graph on the Top right panel

Drill down - apply to bottom right panels


Updates

File:Updates1.JPG


2) Time to update

  • Number of days for the actual date to take for the field to be updated (actual date to date to update)
  • a) Measure the actual picked up date and the actual date that this field is updated for current year, last year, YTD current year average, YTD previous year average
  • b) Measure the actual delivery date and the actual date that this field is updated for current year, last year, YTD current year average, YTD previous year average
  • c) Measure both dates average for the actual picked up and delivery dates that that 2 fields are updated for current year, last year, YTD current year average, YTD previous year average (All)
  • Categorize by shippers, consignees, carriers, and lanes
  • Option:
  • Report on "Actual Pick up date"
  • Report on "Actual Delivery date"


KPI Panel

  • Label: Average (days)
  • Number: average days of KPI of combination of time to update for picked up date and actual delivery date OR average days of KPI of time to update Actual picked up date OR average days of KPI of time to update Actual delivery date for the last full week/quarter/month. Depend upon radio button on the right panel.
  • Default value: average value of KPI of days for ALL (both actual pick up and delivery dates) in the system
  • Arrow change indicator: Same indicator as other KPIs
  • Percentage: comparatively to previous period time frame same as other KPI
  • Timeframe: Options: Weekly, Quarterly, Monthly
  • Traffic light: Gage. Indicates tolerance level same as other KPIs
  • Weekly/Quarter/Monthly switch: Control type of axis X on Top Right panel


Logic

  • Time to update (days) = Actual Picked up date is set on date by Jaguar - Actual Picked up date value
  • Time to update (days) = Actual Picked up date is set on date by TMS - Actual Picked up date value
  • Time to update (days) = Actual Delivery date is set on date by Jaguar - Actual Delivery date value
  • Time to update (days) = Actual Delivery date is set on date by TMS - Actual Delivery date value


Left Panel

Similar to other date KPI but this is reported on average days of date pairing select based on. If Actual Delivery date is selected, so Left panel show value for average days of how long it takes for actually delivery date to be set compared to the actual delivery date value for particular week/quarter/month. Left panel data depends upon the radio button on the right panel.

Option: All (default), Actual Picked up date, and Actual Delivery date

Each specific time frame considers the records that have at least Actual Picked Up or Actual delivery date is set.

  • Weekly, Quarterly, Yearly

Include Drill down concept (one click) and ability to download to excel (double click)


Top Right Panel

Report on average days of Actual Picked up Date, Actual Delivery date OR both the combination of Actual Picked up and Actual Delivery dates for weekly/quarterly/monthly of current year only , previous year, YTD current year, and YTD previous year across the system depend upon option date selected. (option radio button: report for a specific date or ALL)

  • Default radio button: All
  • Graph should show line chart comparison for current year, previous year, YTD current year average, and YTD previous year average KPI value for specific timeframe.
  • If Actual Picked up date radio button is selected then show graph comparison average time to update Actual Picked up date value for current year, previous year, YTD current year average, and YTD previous year average


Bottom Right Panel

Report on average days of YTD current year for actual picked up date or/and actual delivery date across the system depend upon radio button selected from the top right panel

This chart was driven by the radio button on the right panel for Actual Picked up date, Actual Delivery date or ALL. If Actual picked up date was selected then the chart shows YTD current year average days data for Actual Picked up date with stack-chart to separate days for records that were updated by TMS and Jaguar operator.

Include drill down concept with HTML report and ability to download to excel

NOTE: If the left panel is selected for a specific week/month/year then apply the bottom right panel to a specific value per shipper, consignees, carriers, lanes for a specific week/month/year. Ability to report and download to excel for a specific shipper/consignee/carrier/lane for that specific week is available as well. Common to all KPIs for drill down and download to excel functionality.


Apply to panels

Radio button option for date(s) and ALL selected - apply to all :graphs on the Top right panel, left panel data, and bottom right data

Drill down from left panel - apply to bottom right panels


Time to update

File:TimeToUpdate1.JPG


SOW 31 (DR4 Lead Time KPI) - how long it takes between Basic planner and Super planner to approve

Mantis: 3765


  • Add additional lead time date range to measure time for shipment to get approve by double approval process.
  • Meaning: This is measuring between a date that basic planner approves shipment and a date that super planner approves shipment
  • Label: Basic to Super approved
  • MOT: Truck-Dom shipments that were approved via double approval process only and only consider for the shipments that have both basic planner and super planner approval dates.

Logic:

  • Number of days since basic planner approved to super planner approved shipment.
  • For example, basic planner approved CT 11111 on Sept 10 and super planner approved this same CT on Sept 12, that means it took 2 days for super planner to approve shipment once basic planner approved.
  • Average number of days to take for shipment to get final approve for a specific time frame
    • If there is some shipment that only got approved by super planner, DO NOT consider this shipment. Only consider shipments that have approval activity from both basic planner and super planner.
  • KPI value, functionality, time frame, drill down, Left panel, Top and Bottom right panels are similar to other date pairing KPIs.



SOW 33 Add Year Selector Panel to the top right panel

Mantis: 3785

Spec: #Year Selector Panel

SOW 34 RFC: change the chart color for bar chart to be one color instead of multicolor

Mantis: 3814

  • Blue color would be good. One color is best for bar chart as multicolor do not have meaning associated with it.
  • For pie chart, multicolor makes sense. So leave multi-color for pie chart only
  • Apply this requirement for all KPIs that have similar display

File:RightPanelBarcolor.JPG


SOW 35 Lead Time: The vertical lable of top right panel shows "Cost per LB, USD" --> change to "Average Lead Times, in Days"

Mantis: 3840

  • “Lead times tab” the Vertical Label of the top/main line graph chart reads “Cost per LB, USD” this should be changed to “Average Lead Times, in Days”

File:LabelChange.JPG


SOW 36 RFC: Cost and Lead time KPI - decimal points

Mantis: 3841

  • Change Cost KPI to show 2 decimal point on left panel.
  • Change Lead time KPI to show 1 decimal point on left panel.


SOW 37 RFC: Bar's width of top/bottom 5

Mantis: 3842

  • Change the width of the columns for "top/Bottom 5" to be a bit bigger that the size as "top/Bottom 10" but smaller than the current one and space them out. Can we make it in between the sizes? 3/4 of the original size?
  • Currently it is too wide, so it would look nicer to keep it thinner and space them out.

SOWs part C

By Alex after he took over from Tira

SOW 38 Define and implement user data visibility for KPIs

mantis: 3971

spec: #Visibility

SOW 17 Counters:group A

Mantis: 3964, 3978, 3979

Spec: #Counters group A

Kostya: SQL

Misha: Drilldowns and Admin

Sasha: Front End

SOW 39 Dates KPI:group A

Mantis: 3980, 3981, 3982

Review existing KPIs in this group and make them work as re-defined in #KPI Framework - main changes are visibility and use with all MOTs.

Spec: #Dates KPI group A

Kostya: SQL

Misha: Drilldowns and Admin

Sasha: Front End

SOW 40 CPU KPI:group A

Mantis: 3983, 3984, 3985

Review existing KPIs in this group and make them work as re-defined in #KPI Framework - main changes are visibility and use with all MOTs.

Spec: #CPU group A

Kostya: SQL and Admin

Misha: Drilldowns

Sasha: Front End

SOW 41 Pull weight when calculating KPIs always from CT2 DB

Mantis: 0003987

Spec:

Currently we pull weight in some cases from TMS we need to change that to CT2 DB as this info is more correct (operators will update some records that have incorrect weight coming from TMS).

SOW 32 Add PO Issue By tab

Mantis: 3767

  • add to the Bottom Right Panel
  • add for all KPIs
  • breakdown per PO Issued By
  • additional graph on additional tab at the bottom right panel next to lanes and carriers

SOW 43 Counters KPI:group B

mant: 3988

spec:

List: Gross KG; Cartons count; Pallets count; Containers count; CBM count; Chargeable Weight count

Gross KG shipped

Package count

(per Marc this is on hold!)

  • This counts number of cartons; consider sum(AMS) cartons for all CTs for each specific time frame.
  • Mapping: ContTab.Table A. Grand Total AMS

AMS for shipment: (Loose pkgs + Ttl pkgs on plts)

Pallets Count

(per Marc this is on hold!)

  • Count number of actual # of pallets for a specific time frame. SUM(Ttl #Plts).

Containers Count

  • Number of unique containers for a shipment
  • MOTs: FCL only

CBMs count

  • MOT: LCL only

Chargeable Weights count

  • This counter is for Air specific. This is available only when Air is selected as MOT

Drilldowns and XLS for Counters KPI group B

How to display KPI value:

  • Out of counters above the following KPIs are "non-standard":
    • CBM count, Containers count
      • only per CT value is available in DB, not per commodity line so display total on first commodity line, the rest are zeros
  • for all others display per commodity item
    •  ! make sure total per column is equal total on html for segment that user clicked on

SOW 44 Dates KPI:group B

Mantis:

Spec: #Dates KPI group B

Kostya: SQL

Misha: Drilldowns and Admin

Sasha: Front End

SOW 45 CPU KPI:group B

Mantis:

Spec: #CPU group B

Kostya: SQL and Admin

Misha: Drilldowns

Sasha: Front End

SOW 42 Implement Overlap KPIs

Mantis:

Spec: TBD

Kostya: SQL and Admin

Misha: Drilldowns

Sasha: Front End

SOW 18 LO and EU classes

Mantis:

Spec: #LO and EU KPI classes

Kostya: SQL and Admin

Misha: Drilldowns

Sasha: Front End

SOW 46 Dates KPI group C

combined with SOW 44

SOW 47 CPU group C

combined with SOW 45

SOW 48 File Closing Metrics

Mantis: 4043

Add 2 KPIS:

SOW 49 Notifications for Traffic light

mant: 4012

spec: see new section that has been added - #Notifications for Traffic light

SOW 50 Enable KPIs for internal users

mant: 4009

spec: draft completed - see below

  • Add link to KPI Homepage: CT2 Internal > Main Menu > Reports > KPI
  • Internal users:
    • should see KPIs with E0 multiselect; default - all companies
    • should see what each client user would see (users client user list multiselect)
  • (moved from SOW 51) tag each individual(!) KPI as internal vs external (hardcode)
    • present in admin only external KPIs as an option to Client role users

SOW 51 KPI Admin v2

mant: 4051

spec: below

This is a version 2 of a logic that we did not get completely right first time due to the bugs, spec bugs, change requests.

Link to the spec for previous version of Admin: #KPI Admin.

  • 0/ (on hold!) All parameters will be managed for individual KPIs and not classes as programmed now. See mockups below
  • 0.1/ Top level will look like this:

  • 0.2/ If user selects Cost per Lb and clicks edit he will see pop up where he can edit indiv KPI settings:

  • Design above is on hold pending Multi Editor Proposal
  • 1/ (on hold!) Add CT2 Internal MAIN MENU > Admin > KPI Global Admin section to manage system wide KPI module related settings
  • 2a/ Make #KPI Earliest Date (now set to 01-Jan-2011) to be system wide:
    • 2.1a manage through servers config file
    • 2.2a display current value as read only in above mentioned Admin section
    • 2.3a remove this date as a view only date from individual KPI panel
  • Design above is on hold pending Multi Editor Proposal !!!
  • 2b/ (moved to SOW 50) tag each individual(!) KPI as internal vs external (hardcode)
  • 3/ (on hold!) Add new parameter to individual KPIs: enable/disable client company filter (when visibility is linked to the client group)
    • [give 3 options: all together; All and list of individual E0 in the group; individual its only]
    • this is on hold - do not implement now !!!
  • 4/ (on hold!) Add KPI section to Internal MAIN MENU > Admin > Client Companies
    • to manage KPI parameters
    • in this section we should:
      • enable / disable individual (!) KPis for Client users linked to given company through default E0 visibility
      • manage all parameters for this company
    • settings above will propagate into user profile on internal where they could be tuned further for specific user
    • changes in parent Client Comp record should propagate into user profile on internal
    • Design above is on hold pending Multi Editor Proposal !!!
  • 5/ None of the settings needs to be available for change in users profile (by user) on Client. See mock up below:

  • 6/ Gage parameters changes:
    • 6.0/ Should be only managed through "Settings" panel right on the KPI page as well. (!) Remove These settings from Indiv KPI Admin.
    • 6.1/ Remove "From created on date" from this panel.
    • 6.2/ See mock up below:

SOW 52 Cost v2

mant: 4071

spec: below

  • New formula is the following:
    • if CT is closed then show Actual Cost else show Estimated Cost
      • Actual Cost = Sum of All Sales invoices minus Credit Notes
      • Estimated Cost = Total of Sell Charges table in #Estimation module.

SOW 53 Association and Exclusion logic v2

mant: 4072

spec: below

This is a version 2 of a logic that we did not get completely right first time due to the bugs, spec bugs, change requests.

Please apply to all existing and all future KPIs.

Association between week and shipment

For every KPI we need to decide what criteria to use to associate shipment with a particular week.

Same criteria for all classes of KPIs now:

Actual arrival date (air/ocean)  
or 
Actual Delivery Date (all truck modes)

See also #SOW 57 Association logic for TMS shipments

Exclusion logic

Exclusion if shipment is deleted or alike

Exclude CTs that are:

  • canceled or
  • deleted or
  • rejected (from ASN)
Exclusion if parameter in KPI formula is undefined

Examples:

  • If KPI is a time frame then exclude shipments that have only one out of two dates/times that define the interval present in the system.
  • In CPUs if cost is undefined or unit is undefined

SOW 55

Bugs and Changes from UAT of March 7 and 8

NOTE: Marc/Alex tested with E0=Elizabeth Arden on dev4.

Format: Issue# Summary // dev bug OR spec bug OR change // <status>.

  • 1 For some reason xls says "TimeFrame: 2013 YTD Average" (instead of weekly timeframe) for Left panel drilldowns for one week // dev bug // dev, qa - done
  • 2 Add "Cost per Lb" as an output column option (for download to xls) // change // dev, qa - done
  • 3 Left panel weekly number is different from same number on drill down xls // dev bug // dev, qa - done
    • (example: Pick Up to Delivered)
    • example: total spend ocean
  • 4 Shipment Group column contain strange info: decimals instead of integer // dev bug // dev - done, qa - pending
  • 5 Each drill down xls should contain KPI itself as an output (as a column and as a total) // change request // dev - done, qa - pending
    • example: KPI name: Created to Delivered
  • 6 Cost per Kg KPI calculating incorrectly on xls (per CT) // dev bug // dev, qa - done
  • 7 Remove KPI title from HTML // change request // dev, qa - done
  • 8 Mapping of Ship to Location needs to be changed for AIR / OCEAN (air / ocean – Consignee SHOULD BE CONSIGNEE and/or Import Tab “delivery location” … not the “export pick up deliver to address”…
    • see also "0004014: [ASN 20] change mapping for "Ship To Location" in Air/Ocean records" // change // postponed till next Sprint
  • 9 do not show CTs that have only one date out of two in the interval // spec bug // dev- done, in qa
  • 10 = 5 (duplicate) always show KPI itself as a column on download to xls
  • 11 Default value for “downloads” should always be: // change // dev,qa - done
    • CT #
    • Shipper
    • PO
    • SKU
    • QTY 
  • 12 Include DUTY/VAT or Exclude DUTY/VAT option is not visible on screen (SPEC IS MISSING? LOW PRIORITY?) // postponed till next release
  • 13 The labels for the “bottom right” pannel should be vertical // change // dev, qa - done
  • 14 cost per pallet // dev in progress
    • calculations are incorrect on xls // dev bug
    • exclude CTs with plt=0 values // spec bug? or change request?
  • 15 output columns selection to be replaced with drag and drop version // change // planned for next sprint
  • 16 we found reports that include canceled or deleted CTs // spec bug // not done

SOW 56 Carrier defined

For Bottom Right Panel please use the following logic.

  • For Air associate with Airline
  • For Ocean associate with Steamshipline
  • For all All Truck modes associate with only Pick Up trucker only for now

SOW 57 Association logic for TMS shipments

In case of TMS associate CTs and timeframes (Weeks/month/quaters/years) based on this date:

  • Actual Delivery Date

This will ensure that all CTs associated with a load will be part of same timeframe. (per Marc/Stacy)

SOW 58 Add Duty and VAT switch

mantis: 4074

spec:

1/ Add additional KPI parameter

2/ It is managed through user admin on internal

3/ Definition/label:

Exclude or include "Duty and VAT" from KPI

4/ UI: checkbox

5/ Related charge codes:

  • VAT = charge code 1204
  • Customs Duties = charge code 1201

6/ This should be applied to all cost related KPIs. Currently:

  • Total cost
  • CPU

SOW 59 Round total spend and CPU values to 2 values after dot

mantis: 4061

In KPI module as in any all values that are financial related and counted in money units should have max 2 numbers after dot.

Apply to all places. List below might not be exhaustive:

  • Left Panel: itself, drilldown HTML popup, xls
  • Top Right Panel
  • Bottom Right Panel: itself, drilldown HTML popup, xls
  • KPI panel

SOW 60 Split MOT Ocean options into FCL and LCL

Mantis: 0004066

spec:

In KPI main menu we have one option for all Ocean shipments.

Marc changed his mind and would like to have two options instead now:

  • Ocean FCL (map fromFCL(AW) and FCL(MLB) internal options)
  • Ocean LCL (map from LCL and Client Consol internal options)

So we need to associate shipments with those two separately.

SOW 61 Changes to main menu values on one tab/KPI class should propagate to other tabs

mantis: 0004060

spec: below

Changes to some Main Menu values on one tab/KPI class should propagate to other tabs. Relevant to these two parameters:

  • Client Company
  • MOT

For example if you are on "Counters" tab and change MOT to Air then if you click on Lead Times tab you should see MOT changed to Air.

Comment from developer: not as easy as we might think on a development side. But not too bad either.

SOW 62 TMS charges should populate Est tab

mant: 4062

moved to Estimation#SOW_2_TMS_charges_should_populate_Est_tab_automatically

SOW 63 Inclusion logic in case of transmit to 3PLs

mant: 4089

spec: draft below

Core requirement:

  • we want these CTs to be avail in KPIs for some group of users
  • but do not want them to mix in with other CTs in KPIs

SOW 64 Inclusion logic based on CC number

mant: 4090

spec:

0/ Business reason: CTs should not be included into KPI if it does not contain certain "core" charges. ??? Marc, why would not they contain?

1/ If cc is not present TOC as defined on Elimination CC Table (see example below) then drop this CT from KPI report.

2/ Elimination CC Table example:

MOT               cc#
----------------------------
AIR               1101 
OCEAN             1301, 1401
TRUCK             1501, 1503

3/ Table above is Client Company specific

4/ Must be managed through Client Company Admin

5/ Suggested UI:

5.1/ Add "KPI" tab to Client Companies UI. Add Elimination CC Table to this tab.

5.2/ For every MOT allow admin user to select a list of charge codes

SOW 65 Validation for Actual Delivery Date

mant: 4118

spec:

Create additional validation for Actual Delivery date:

System can not set / save Actual Delivery Date 
without Estimated Delivery Date being defined


SOW 66 Change logic for KPI Earliest Date

mant: 4102

spec:

Base KPI Earliest Date on the same date logic that we use for association btw CT and week:

Actual arrival date (air/ocean)  
or 
Actual Delivery Date (all truck modes)


NOTE: Old logic is here #KPI Earliest Date


SOW 67 Replace Created On with Notification Date for all Dates KPI

mant: 4096

spec:

1/ Business reason:

In some cases operators create CT after it was departed or delivered. This creates problem on reporting side with such dates KPIs as:

  • created to approved
  • created to delivered

2/ If we use notification date instead of created on date we can fix this by editing the date on internal.

3/ Apply this change to 2 existing dates KPI:

  • created to approved
  • created to delivered

4/ Note that they will of course be renamed into:

  • notified to approved
  • notified to delivered

END OF WIKI

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