Performance Scorecards

InetSoft's comprehensive real-time analytical reporting and dashboard software provides user with performance scorecards that serve to monitor, measure, and manage performance by tracking metrics in real-time. View the example below to learn more about the StyleBI solution.

Scorecarding is a proven approach for monitoring, measuring and managing performance by tracking metrics. A scorecard is a list of key performance indicators (KPIs), or metrics, that present current performance data for a business process or strategy against goals, quotas, and target trends.

The Style Intelligence Scorecard is a collection of objects known as 'Targets'. Each target helps monitor the performance of a metric. It specifies the metric, how and when a metric's performance is evaluated, what the goal or target is, and what action to take if the goal is not met.

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The scorecard provides an easy way to monitor multiple targets on a single page. In addition to checking status, you can drill down on a metric to see more detail, and set up alert notification for a failing metric.

To view the scorecard, simply click on the Scorecard tab in the Portal.

To subscribe to targets, when viewing your scorecard, click 'Show all targets'. You can simply click the 'Subscribe' checkbox next to those targets you wish to add to your personal scorecard. Creating a target involves the following steps:

  1. Select a Metric
    • A metric can be selected from the list of available metrics. The metric serves as the source of data when the condition is evaluated.
  2. Specify the Condition
    • The condition defines the goal or expectations for a metric. The con­dition can be of type: 'General condition', 'Period Condition', or 'Script'.
  3. Select Actions
    • The actions specify what to do when the target condition evaluates to true. Any of the standard actions as well as the custom target actions can be selected.
  4. Specify Triggers
    • The trigger specifies when the target condition is evaluated. Any of the standard triggers as well as custom target triggers can be specified.
Read the top 10 reasons for selecting InetSoft as your BI partner.

Case Study: Precision Survey Solutions - Transforming Operations with InetSoft's Performance Management Software

Precision Survey Solutions (PSS), a mid-sized surveying services firm based in Denver, Colorado, specializes in geospatial mapping, land surveying, and 3D modeling for industries like construction, real estate, and natural resources. Despite their technical expertise, PSS struggled with operational inefficiencies and inconsistent project outcomes due to limited visibility into team performance and resource utilization.

In 2022, PSS adopted InetSoft's performance management software as part of their digital transformation initiative. The software provided advanced analytics, data visualization, and real-time performance monitoring, helping the company streamline workflows, optimize resource allocation, and enhance decision-making.

Challenges Faced by Precision Survey Solutions

  1. Limited Visibility into Team Performance With a diverse workforce deployed across multiple project sites, PSS had difficulty monitoring employee performance and ensuring consistent delivery standards.

  2. Inefficient Resource Allocation Project timelines often extended due to delays in mobilizing survey teams and equipment. This inefficiency led to increased operational costs and impacted client satisfaction.

  3. Inconsistent Project Reporting Manual processes for data collection and reporting were prone to errors and delays, making it challenging to track project progress and meet deadlines.

  4. Lack of Unified Data Insights Data silos across departments limited PSS's ability to make informed strategic decisions.

Implementation of InetSoft's Performance Management Software

InetSoft's performance management software was selected for its robust features:

  • Real-Time Performance Dashboards: Provided visual insights into team productivity, equipment usage, and project milestones.
  • Predictive Analytics: Leveraged historical data to forecast project risks and optimize resource scheduling.
  • KPI Tracking: Enabled customized performance metrics aligned with organizational goals.
  • Integration Capabilities: Seamlessly connected with PSS's existing project management and GIS platforms.

The implementation process included a phased rollout, employee training sessions, and customization to suit PSS's specific requirements.

Outcomes of Using InetSoft's Performance Management Software

  1. Enhanced Operational Efficiency By centralizing data and automating performance tracking, PSS reduced project completion times by 20%. The software's predictive analytics feature helped anticipate and mitigate potential delays, resulting in smoother project execution.

  2. Improved Employee Productivity PSS implemented transparent KPIs for field teams, enabling managers to provide real-time feedback and recognize high performers. This approach boosted employee engagement and productivity, leading to a 15% increase in work output per team.

  3. Optimized Resource Allocation The firm used InetSoft's data-driven insights to allocate resources more effectively, ensuring the right teams and equipment were deployed for each project. This optimization reduced equipment downtime by 30% and saved the company approximately $150,000 in annual operational costs.

  4. Accurate and Timely Reporting Automated project tracking and reporting minimized errors and ensured clients received updates on time. This improved communication strengthened client relationships and increased repeat business by 25%.

  5. Strategic Decision-Making With unified data dashboards, PSS gained a holistic view of organizational performance. These insights enabled the leadership team to identify trends, forecast demand, and develop strategic growth plans.

Key Features Leveraged by PSS

  1. Data Mashup and Visualization InetSoft's ability to integrate and visualize data from various sources, such as GPS systems and GIS software, provided actionable insights into project performance and team efficiency.

  2. Customizable KPI Frameworks The software allowed PSS to set performance benchmarks tailored to the specific demands of surveying projects, such as turnaround times and mapping accuracy.

  3. Mobile Access Field teams accessed real-time updates and submitted reports via the mobile-friendly interface, ensuring seamless communication between onsite and office-based staff.

  4. Scalable Architecture InetSoft's scalable platform supported PSS's growing operations, accommodating additional users and projects without compromising system performance.

Impact on Clients

PSS's adoption of InetSoft's software significantly enhanced the client experience. Projects were completed more efficiently, and clients received detailed progress reports supported by data visualizations. The improved accuracy and reliability of deliverables bolstered PSS's reputation, leading to increased client referrals and new business opportunities.

Lessons Learned

  1. Technology as an Enabler Performance management software proved instrumental in addressing PSS's operational challenges, demonstrating the value of investing in digital tools for service-based industries.

  2. Employee Buy-In is Crucial The success of the implementation depended on engaging employees early in the process and providing comprehensive training to ensure they fully utilized the software's capabilities.

  3. Adaptability is Key Customizing the software to align with PSS's unique workflows and industry-specific requirements maximized its effectiveness.

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