Consolidated User Requirements
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Metrics and Management Information Systems
User Requirement Report Version : 0.1 Draft Date : 02 AUG 2003
Metrics and MIS
User Requirement Report
Contents
Introduction...................................................................................................................... ..........4 Requirement Specifications............................................................................................. .........6 Sources of Business Knowledge ................................................................................. ........11 Specific Requirements / Need Analysis...................................................... ...........................11 Project Dependencies............................................................................... ..............................20 Acceptance Criteria............................................................................................ .....................21 Appendices.................................................................................................. ............................21 Appendix A: Metrics cards for users............................................................................... .......21 Appendix A-1: Supporting metrics for users............................................................ .............27 Appendix A-2: Data requirements, databases and data location.......................... ...............28 Appendix B: Screen content and Layouts – CEO User..................................................... ....29 Appendix C: Screen content and Layouts – GSD User..................................................... ....38 Appendix D: Screen content and Layouts – GBD User........................... .............................70 Appendix E: Screen content and Layouts – CFO User......................................... ................86 Appendix F: Screen content and Layouts – GPR User...................................... .................106 Appendix G: Screen content and Layouts – GAP User................................................ .......113
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Appendix H: Screen content and Layouts – GIT User..................................................... ....118 Appendix I: Screen content and Layouts – GBA User................................... .....................123 Document Control............................................................................................................... ...128
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Introduction
Purpose / Project Objectives The purpose of the project is to establish a strategy map linked to the business objectives of Viker. Use this strategy map to then define a holistic metrics program in the organization. The primary objectives of the metrics program are: •
Definition and implementation of metrics at various levels in the organization to ensure and evaluate performance as defined in the strategy map. The performance will be evaluated at various levels in the organization.
•
Usage of metrics at various levels to establish controls and improve the performance
Scope The overall objectives of the project will be accomplished using a phased approach. A Balanced Score Card (BSC) approach will be used to define the strategy map and respective metrics. Following is a brief of the phases, with the scope for Phase I being more detailed than the remainder phases. •
Phase I – Define and implement metrics for the organization as well as the Global Leadership level. Most of the metrics have been discussed in various forums to date and the GL feels that they have a good sense after the metrics required to manage the performance of their respective functions. These metrics will be agreed upon and rolled-out through dashboards at various levels in Phase I.
•
Phase II – A strategy map will be defined and agreed upon by the GL. At this stage any retrofit required to the metrics will be done. Also, second level of metrics & dashboards will be defined for say SL leaders within GSD.
•
Phase III – This will be a complete roll-out of the metrics program aligned with the strategy map to the last level required within the organization. Also a process to constantly upgrade will be institutionalized.
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This document details the requirements for Phase I. A step in completion of Phase I will be to complete the requirements of phase II along with an implementation plan. As mentioned, in phase I metrics will be defined and implemented top-down from an organization level to each functional head level. Metrics for other levels within the organization will be defined and implemented in subsequent phases. The Balanced Score Card approach to defining a holistic metrics program will be used as a framework. As a part of implementation, gaps with the existing MIS will be determined and prioritized for closure depending on metrics priorities.
Definitions, acronyms, and abbreviations 1. BSC – Balanced Score Card 2. GL – Global Leadership 3. SL – Service Line 4. GSD – Global Services Delivery
References
Overview From here, the document outlines the following:
• • • •
A complete perspective on the project and the high level roadmap that has been envisioned A detailed outlined of the expected system functions with the outputs and the inputs specified Details on the users of the system. This also a subsection on the expected outputs, viz. the metrics cards, for each user A detailed section on the user interface required with details on screen flows and the content for each web-page/screen
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Requirement Specifications
Project Perspective Viker has defined its 2 year strategic focus depicted by the various elements of the “House Model”. Metrics will be defined in order to measure success and progress in achieving its strategic objectives. Each metric will have a target for Y2003 derived from the strategic objectives for Viker. The aim of this project is to institutionalize metrics within the organization and have a fully functional MIS (Management Information System) system. This integrated system would depict the performance against defined metrics for each user and would also show the relevant management reports and information useful towards measuring those metrics. The detailed requirements on these metrics and the MIS are presented later in the document. This system would have a web-based, GUI driven front-end. At the back end, this system would talk to the Oracle database and other data-bases within Viker, to collect raw data. The system would have an analytic middleware that would do organize the data, do appropriate analysis and present information in a graphical format. The detailed requirements on these are presented later in the document. The figures below give a diagrammatic representation of the high level system. The road-map for the entire system is described below. In the interest of implementing this system rapidly and in a better fashion, the entire activity has been broken down into three phases/versions. Each subsequent version builds on the previous version, has increasing sophistication built into it and also has more users accessing the system. Each subsequent version would also need to have a more integrated database at the back-end, from the distributed ‘databases’ in the earlier version. The project would also need to address this aspect of database integration. Version 1: Metrics and MIS at the Global Leadership level. Primary users would be the Global Leadership. At the back end, the system would talk to Oracle and other databases in the organization, based on MS Excel, etc. Version 2: Metrics and MIS at the SL/IP leadership and equivalent levels in the functions – Global Leadership direct reports. These metrics flow from the GL level metrics. At the back end, some of the MS Excel based and other distributed databases need to be migrated onto Oracle or a central database. The analytical tool / engine in the middle would need to have increased capability to handle the increase in the number of users and also the increased analysis requirement. Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Version 3: Metrics and MIS at the Project Manager, non-core Account DM, and equivalent levels in the functions – Global Leadership second level reports. At the back end, most of the distributed databases need to be migrated onto the central database. The analytical tool / engine in the middle would need to be a sophisticated, high-end tool to handle the increase in the number of users and also the increased complexity of analysis requirement.
Version 1: Schematic
20,000
Oracl
50.00%
18,000
49.00%
16,000 14,000
48.00%
12,000
47.00%
6,000
45.00%
4,000
GSD mgmt costs 4%
44.00%
2,000 20,000
SL1
SL2
SL3
SL4
SL5
Project costs 48%
GM%
46.00%
8,000
GM 42%
Revenue
10,000
SL OH costs 6%
50.00%
43.00%
SL6 18,000 SL7
49.00%
16,000 14,000
48.00%
12,000
47.00%
10,000 8,000
46.00%
6,000
45.00%
4,000
44.00%
2,000 -
Revenue
GM 42%
Project costs 48%
GM%
GSD mgmt costs 4%
SL OH costs 6%
43.00% SL1
SL2
SL3
SL4
SL5
SL6
SL7
Analytical tool / engine Web based GUI, on KNET
Excel – DB 1 Excel – DB 2
Global Leadership
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Version 2: Schematic
20,000
Oracle / Central DB
50.00%
18,000
49.00%
16,000
48.00%
14,000 12,000
47.00%
6,000
45.00%
4,000
GSD mgmt costs 4%
44.00%
2,000 20,000
SL1
SL2
SL3
SL4
SL5
Project costs 48%
GM%
46.00%
8,000
GM 42%
Revenue
10,000
SL OH costs 6%
50.00%
43.00%
SL6 18,000 SL7
49.00%
16,000
48.00%
14,000 12,000
47.00%
10,000 46.00%
8,000 6,000
GM 42%
Revenue
GSD mgmt costs 4%
44.00%
2,000 -
Project costs 48%
GM%
45.00%
4,000
SL OH costs 6%
Excel – DB 1
43.00% SL1
SL2
SL3
SL4
SL5
SL6
SL7
Analytical tool / engine
Excel – DB 2
Web based GUI, on KNET
Global Leadership SL Leadership
Version 3: Schematic
20,000
50.00%
18,000
49.00%
16,000
48.00%
14,000 12,000
47.00%
6,000
45.00%
4,000
GSD mgmt costs 4%
44.00%
2,000 20,000
SL1
SL2
SL3
SL4
SL5
Project costs 48%
Oracle / Central DB
GM%
46.00%
8,000
GM 42%
Revenue
10,000
SL OH costs 6%
50.00%
43.00%
SL6 18,000 SL7
49.00%
16,000 14,000
48.00%
12,000
47.00%
10,000 8,000
46.00%
6,000
45.00%
4,000
44.00%
2,000 -
Revenue
GM 42%
Project costs 48%
GM%
GSD mgmt costs 4%
SL OH costs 6%
43.00% SL1
SL2
SL3
SL4
SL5
SL6
SL7
Sophisticate d Analytical tool / engine
Excel – DB 1
Web based GUI, on KNET
Excel – DB 2
Multiple users – Global Leadership, SL leadership and equivalent, Project This document outlines the requirements for Version 1. Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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System Functions The system functions are as follows: Outputs: The output of the system would be a web-based, GUI driven front-end that presents the performance against each metric for each user and also the supporting information required as part of the metrics for the user. All this information would be analyzed information and would be presented in a graphical / visual format. This would be a series of web pages that are predefined for each user. Any user’s metrics shall be accessible only to the user, the user’s manager and the system administrator. For version 1, the web-pages can be static web pages with minimal user interactivity allowed. For subsequent versions, the web pages need to by dynamic web pages with high user interactivity allowed (e.g. users may be allowed to define the views for their charts or deeper analysis) Inputs: The inputs to the system would be from the Oracle database and other databases maintained in different functional units in the organization which are primarily in the form of spreadsheets, in version 1. In subsequent versions, these distributed spreadsheet databases would need to be moved onto a central database and integrated with the Oracle database. System processing: Most of the processing would be done by the analytical tool / engine that resides in the middle. This engine would be responsible for organizing the raw data collected from the database, organizing the data into graphs and charts according to the rules specified, evaluating the performance of the metric against target, etc. For version 1, this processing would be once a month activity. For subsequent versions, this would need to be on a real-time basis.
User Details The following are the users for the system: Administrator: The following users would have admin rights to the system: Aparna Katre, Nick Bennett and Rahul Lanjewar. These users would have full access to the entire system – super user rights. The administrator would also approve any new users to the system. The other users for the system depend on the version of the system being developed. Below are outlined the users for version 1. Version 1 users: The users for version 1 would be the Global Leadership team. Following are the details of the users with their access rights: User Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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CEO
Super user rights. Has access to all the metrics dashboards in all version
Head GSD
Has access to the GSD dashboard – Homepage_GSD.html. In subsequent versions, has access to the metrics dashboards of direct reports
Head GBD
Has access to the GBD dashboard – Homepage_GBD.html. In subsequent versions, has access to the metrics dashboards of direct reports
Head GAP
Has access to the GAP dashboard – Homepage_GAP.html. In subsequent versions, has access to the metrics dashboards of direct reports
Head IT
Global Has access to the Global IT dashboard – Homepage_GIT.html. In subsequent versions, has access to the metrics dashboards of direct reports
Head Global Has access to the Global Finance dashboard – Finance Homepage_GFA.html. In subsequent versions, has access to the metrics dashboards of direct reports Head Process
Has access to the Process dashboard – Homepage_GPR.html. In subsequent versions, has access to the metrics dashboards of direct reports
Head GBA
Has access to the GBA dashboard – Homepage_GBA.html. In subsequent versions, has access to the metrics dashboards of direct reports
Identification of modules Since a BSC approach will be used to define the metrics, each metric will belong to one or more of the following perspectives:
• • • •
Financial Customer Internal process Organizational learning
The metrics for Phase I are defined in Appendix A. This document also states the definition of each metric, the target for Y2003, supporting metrics for analysis as well as the analysis technique. Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Constraints
Assumptions and Dependencies
Sources of Business Knowledge
User name Title
Business Architect
Area of Metrics, definitions, user specifications, screen flows, layouts, data functional or sources, etc. system expertise Phone number e-mail Location Available days
Tuesday – Saturday
Comments
Specific Requirements / Need Analysis In phase/version I, metrics are defined at an Organization level (CEO) and each functional head who is also a direct report of CEO. The metrics at each of these levels, along with their definitions are outlined in Appendix A. A system is required to generate dashboards for CEO as well as each functional head. The content of the dashboards outlined later in the document. As a part of this project following activities are to be performed: Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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• • • • • • • •
User Requirement Report
Finalize the metrics and their definitions Identify gaps with MIS Design dashboards for CEO & each functional head with 2 levels of drill down Prioritize metrics, dashboards and gaps in MIS to be closed Design systems to generate dashboards with prioritized items Train the user group for usage of dashboards Test and implement dashboards Perform periodic reviews of dashboards and implement improvements
Functional Requirements Refer to Appendix A for detailed definitions of each metric. Each metric requires supporting information in order for the owner to be able to manage performance of the metric against the defined goal. For ex. to be able to manage to GSD GM of say 45%, it is important to understand the GM at various levels (Account, IP, SL, project etc.), utilization trend, project status R/Y/G, expense categories & trends. All supporting metric for a defined metric will be identified. The dashboards will have graphical representation of each metric, supporting metrics, trends in order to aid analysis. A process to publish, review / analyze dashboards, determine action items and track action items will be defined for each functional head and for the organization.
External Interfaces User Interface The system first authenticates the level of the user. The user interface is described below for each individual user listed above. The flow of screen is described first. The layout and content of the screens is described later in the Appendix. User: CEO After the CEO is authenticated and enters the system, the CEO sees a homepage, Homepage_CEO.html. This homepage is the CEO dashboard which details the metrics at his level. From this homepage, the user can go into any one of the other functional homepages (e.g. Homepage_GSD.html, Homepage_GBD.html, etc.) or to a higher level detail pages – Findetail_CEO.html, Custdetail_CEO.html, Prodetail_CEO.html and Empdetail_CEO.html. The page layout and content for the CEO User are described later in Appendix B.
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Homepage_CEO.html
Findetail_CE O.html
Custdetail_C EO.html
Prodetail_CEO .html
Empdetail_CE O.html
Screen organization – CEO
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User: Head GSD After the Head GSD is authenticated, the user is directed to the GSD dashboard homepage – Homepage_GSD.html. From this homepage, the user can select and go to the following detail level pages – Findetail_GSD.html, Custdetail_GSD.html, Prodetail_GSD.html and Empdetail_GSD.html. There are subsequent pages from these pages. The screens flow and organization are illustrated below. The screen layout and content are described later in Appendix C.
Homepage_GSD.html
Findetail_GS D.html
Custdetail_G SD.html
Findetail_SL _GSD.html
Findetail_AC _GSD.html
Fin_SL_hist_ GSD.html
Fin_AC_hist _GSD.html
Prodetail_GSD .html
Pro_Vol_GS D.html
Empdetail_GS D.html
Pro_Eff_GS D.html Pro_Stff_GS D.html
Pro_Vol_SL Pro_Vol_GS _GSD.html D.html
Empdetail_SL_ GSD.html
Pro_Qly_GS D.html
Pro_Eff_SL_ GSD.html
Pro_Vol_SL _hist_GSD.ht ml
Screen organization – GSD
User: Head GBD Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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After the Head GBD is authenticated, the user is directed to the GBD dashboard homepage – Homepage_GBD.html. From this homepage, the user can select and go to the following detail level pages – Findetail_GBD.html, Custdetail_GBD.html, Prodetail_GBD.html and Empdetail_GBD.html. The page layout and content are described later in Appendix D.
Homepage_GBD.html
Findetail_GB D.html
Custdetail_G BD.html
Findetail_IL_ GBD.html
Findetail_IL_ AC_GBD.ht ml
Prodetail_GBD .html
Empdetail_GB D.html
Prodetail_IL _GBD.html
Findetail_IL_ hist_GBD.ht ml
Findetail_IL_A C_hist_GBD.ht ml Screen organization – GBD
User: CFO Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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After the Head GFA is authenticated, the user is directed to the GFA dashboard homepage – Homepage_GFA.html. From this homepage, the user can select and go to the following detail level pages – Findetail_GFA.html, Custdetail_GFA.html, Prodetail_GFA.html and Empdetail_GFA.html. The page layout and content are described later in Appendix E.
Homepage_CFO.html
Findetail_CF O.html
Custdetail_C FO.html
Findetail_SL _CFO.html
Findetail_AC _CFO.html
Findetail_SL _hist_CFO.ht ml
Findetail_AC _hist_CFO.ht ml
Prodetail_CFO .html
Empdetail_CF O.html
Findetail_FN _CFO.html
Screen organization – CFO
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User: Head GPR After the Head GPR is authenticated, the user is directed to the GPR dashboard homepage – Homepage_GPR.html. From this homepage, the user can select and go to the following detail level pages – Findetail_GPR.html, Custdetail_GPR.html, Prodetail_GPR.html and Empdetail_GPR.html. The page layout and content are described later in Appendix F.
Homepage_GPR.html
Findetail_GP R.html
Custdetail_G PR.html
Prodetail_GPR .html
Empdetail_GP R.html
Screen organization – GPR
User: Head GAP After the Head GAP is authenticated, the user is directed to the GAP dashboard homepage – Homepage_GAP.html. From this homepage, the user can select and go to the following detail level pages – Findetail_GAP.html, Custdetail_GAP.html, Prodetail_GAP.html and Empdetail_GAP.html. The page layout and content are described later in Appendix G.
Homepage_GAP.html
Findetail_GA P.html
Custdetail_G AP.html
Prodetail_GAP .html
Empdetail_GA P.html
Screen organization – GAP
User: Head GIT Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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After the Head GIT is authenticated, the user is directed to the GIT dashboard homepage – Homepage_GIT.html. From this homepage, the user can select and go to the following detail level pages – Findetail_GIT.html, Custdetail_GIT.html, Prodetail_GIT.html and Empdetail_GIT.html. The page layout and content are described later in Appendix H.
Homepage_GIT.html
Findetail_GI T.html
Custdetail_G IT.html
Prodetail_GIT. html
Empdetail_GIT .html
Screen organization – GIT
User: Head GBA After the Head GBA is authenticated, the user is directed to the GBA dashboard homepage – Homepage_GBA.html. From this homepage, the user can select and go to the following detail level pages – Findetail_GBA.html, Custdetail_GBA.html, Prodetail_GBA.html and Empdetail_GBA.html. The page layout and content are described later in Appendix I.
Homepage_GBA.html
Findetail_GB A.html
Custdetail_G BA.html
Prodetail_GBA .html
Empdetail_GB A.html
Screen organization – GBA
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Hardware Interface Software Interfaces As described earlier in the document, currently data is distributed across multiple databases across different functions in the company. Data in the company is usually stored in the following forms of databases – Oracle, MS Excel spreadsheets and occasionally in a word document. The functions involved in the data storage and would currently be the sources of data are Global IT, Global Finance, GAP, Global Process, GSD, GBD and GBA. The system has to interact with these ‘local’ databases to collect data and then analyze and present the same. It is also expected that while developing this system for version 1, a standardized data collection, presentation and communication protocol is established the central database for the system and these local databases. During Versions 2 and 3, a migration strategy also has to be evolved for moving these local sources of data onto a central database. In cases where data is currently not being captured, appropriate mechanisms for capturing and storing data also have to be identified. Each primary metric defined in Appendix A has levels of supporting metrics. These supporting metrics represent the drill down and the MIS component. All the supporting metrics with their definitions are outlined in Appendix A-1. ALL the metrics and supporting metrics have a data requirement behind them. In most cases, the data to be pulled out from the database would be the metric itself. However, in some cases, each metric may have multiple data requirements behind it. All these data requirements, data sources and functions involved in the local databases are outlined in detail in Appendix A-2.
Communication Interfaces Technical Standards and Procedures
Performance Requirements The entire system and all the user screens should be available 24*7. The user should be able to access this system from any location. Do we want only VPN access? For version 1, the system should be able to support and exhibit expected performance criteria for 50 simultaneous users accessing the system. For version 3, this number would go up to 300 simultaneous users.
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100% of the homepage should be uploaded on the user’s screen in less than 1 sec. 100% of the first level of drill down should be uploaded on the user’s screen in less than 1 sec. 98% of the level 2 drill down should be uploaded on the user’s screen in less than equal to 2 sec from clicking. 95% of level 3 drill down, wherever applicable, should be uploaded in less than equal to 2 seconds.
Software System Attributes
Other Requirements The outputs have to be generated once a month. However, these may be required to be generated on any given day of the month and will require the system to perform online. In version I, agreed upon level of drill down as outlined earlier will have to be available at any point in time. One must be able to view the dashboards through KNET. Timelines: •
CEO and functional head dashboards should be in production by Jan 2004. Each of the dashboards should be more than 85% complete.
Project Benefits
Project Dependencies
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Acceptance Criteria GSD and functional heads will be provided previews of the dashboards, drill downs as well as the GUI. Teams will be notified of formal UAT of their respective dashboards. Since currently none are being generated, a formal functional testing of the dashboard contents will be performed as a part of the UAT.
Appendices
Appendix A: Metrics cards for users This appendix gives the metrics cards for the different users described earlier. These metrics cards are for version 1 and are hence restricted to the Global Leadership. User
Metrics to be reported
Metric definition
CEO
Annual revenue growth
(Revenue current period this FY)/(Revenue for same period last FY) – 1 Net profit/Revenue for current period %
Profitability Client retention
(No. of active clients from the previous measurement period who are still with us in the current measurement period) / (Total no. of active clients we had in the previous measurement period) %
% Revenue from existing clients
Client satisfaction score
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An active client in a measurement period is defined as a client we have done some business with in the twelve months preceding the measurement period. (revenue from existing clients in current measurement period / total revenue in current measurement period)% Existing client is defined as client who has been with us for the last twelve months Client satisfaction score for each client during the review period
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% projects meeting quality goals
Organization retention SG&A %
Annual Revenue
SG&A expenses for current measurement period / Revenue for measurement period (Total revenue – project expenses – SL expenses – GSD level expenses) for the measurement period / Revenue for measurement period (Total hours billed during measurement period) / (Total available hours during measurement period) Available hours per resource are assumed as 1720 hrs / year No. of Projects fulfilling L5 requirements / Total no. of projects A project is a unit (project or a BU for an ongoing engagement) for which Project Plan can be created No. of associates that have successfully completed at least one GLDP at the time of measurement / Total no. of associates during the measurement period Average hours expended in learning for a given role for the measurement period Average no. of certifications for a given role during the measurement period Revenue for the current FY
Sales
Revenue booked for the measurement period
Backlog for following year
Total sales for the current FY – Total revenue for the current FY Need to get the definition
GSD Level GM % GSD Utilization %
% of projects at CMM L5
% of globally deployable leaders Learning hours by role No. of certifications by role Head – GBD
(No. of projects meeting the quality goals / Total no. of projects)% A project is a unit (project or a BU for an ongoing engagement) for which project plan can be created and quality goals can be defined Need to get definition from Ashish
Annuity revenue % of new clients Should we have No. of new clients instead of % % revenue from existing clients
Sold margin % Cost of sales Version 0.1, 02/Jul/2003 2001 Viker Incorporated
New client is defined as a client that we have not done business with in the last 12 months (revenue from existing clients in current measurement period / total revenue in current measurement period)% Existing client is defined as client who has been with us for the last twelve months Average GM% calculated in pricing sheets during selling phase for new projects/deals closed during measurement period Need to get from finance / GBD
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Client retention %
(No. of active clients from the previous measurement period who are still with us in the current measurement period) / (Total no. of active clients we had in the previous measurement period) %
Revenue forecasting accuracy Collections outstanding % clients having monthly account dashboard Client satisfaction score Budget variance Performance against SLAs for GBD GSD Utilization %
Head – GSD
Revenue from productized services (need a revenue / BD support metric for GSD) Client retention %
An active client in a measurement period is defined as a client we have done some business with in the twelve months preceding the measurement period. (Actual revenue – Forecasted revenue)/(Forecasted revenue) % (each for the measurement period) Accounts receivables at the end of measurement period in DSO (No. of clients that have the account dashboard published during the measurement period / Total no. of clients for the measurement period) % Client satisfaction score for each client during the review period (Actual GBD expenses – Planned GBD expenses) / Planned GBD expenses (each for the measurement period) TBD (Total hours billed during measurement period) / (Total available hours during measurement period) Available hours per resource are assumed as 1720 hrs / year
(No. of active clients from the previous measurement period who are still with us in the current measurement period) / (Total no. of active clients we had in the previous measurement period) % An active client in a measurement period is defined as a client we have done some business with in the twelve months preceding the measurement period.
% revenue from new clients (need a revenue metric for GSD) % clients having monthly account dashboard Client satisfaction score % Projects having no customer complaints of Version 0.1, 02/Jul/2003 2001 Viker Incorporated
(No. of clients that have the account dashboard published during the measurement period / Total no. of clients for the measurement period) % Client satisfaction score for each client during the review period No. of projects without a severity 1 or 2 customer complaint during the measurement period / Total no.
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severity 1 & 2
of projects for the measurement period
Distribution of projects in R/Y/G % projects meeting their quality goals
% of projects at CMM L5
SLs / IP meeting the pyramid for functional knowledge Performance against SLA with other support group GSD Level GM % Variance in lateral hires by industry against plan % Clients with a functional and technical BoK
Head – Global IT
% requirements met through MIS Schedule variance in publishing MIS reports Post delivery defects for MIS reports Delivery Support - Timely provision of h/w, s/w for project needs Delivery Support - Turn around times to address Helpdesk requests
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
A project is a unit (project or a BU for an ongoing engagement) for which Project Plan can be created % projects in R : %projects in Y : %projects in G on a specific review date A project is a unit (project or a BU for an ongoing engagement) for which Project Plan can be created (No. of projects meeting the quality goals / Total no. of projects)% A project is a unit (project or a BU for an ongoing engagement) for which project plan can be created and quality goals can be defined No. of Projects fulfilling L5 requirements / Total no. of projects A project is a unit (project or a BU for an ongoing engagement) for which Project Plan can be created % associates belonging to a specific IP / SL that are at L1:L2:L3:L4:L5 of functional / technical knowledge Needs to be defined (Total revenue – project expenses – SL expenses – GSD level expenses) for the measurement period / Revenue for measurement period (No. of lateral hires – No. of lateral hires planned) / No. of lateral hires planned (for a specific Industry at all levels and for a specific review period No. of clients / BUs that have a functional / technical BoK / Total no. of clients or BUs for a specific measurement period Various BUs within for a client can be treated as separate client (Total no. of approved MIS requirements – Total no. of implemented MIS requirements) / Total no. of approved MIS requirements during the measurement period Schedule variance for each MIS report during the measurement period Distribution of post production defects by severity for the measurement period Schedule variance for IT milestones in project schedules for measurement period (Help desk completion date – Date when ticket was opened) for each Help desk request during the measurement period
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Delivery Support - Uptime of systems, LAN, WAN SG&A Internal transaction costs Intergroup SLA's Project IT expense variance
(Total available time – Total time LAN / WAN / GA were down) / Total available time for each of LAN / WAN / GA during measurement period (IT actual expenses – IT planned expenses) / IT planned expenses for the measurement period Refer to IT steering committee report for per associate costs Needs to be defined Average of variance in IT expenses on projects during the measurement period (Actual IT expenses – planned IT expenses)/ planned IT expenses for the project during the measurement period
Head – Global Finance
Bad debt – writeoff/provisions DSO Ageing Cost of funds ROCE ROE Forecasting accuracy – Revenues and margins Timeliness of book closing and reporting Costs (budget vs. actual) for F&A dept Infrastructure management SLAs (e.g. Timeliness of expense reimbursement, Admin SLAs) Sold GM% Tax management efficiency Facilities management Rentals
Global Process
Revenue from process consulting
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Revenue from formal process consulting assignment during the measurement period
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Managem ent % offerings with adequate methodology definitions
Library of re-usable artifacts % QLs billable
(No. of offerings with adequate methodology definitions in KGM) / Total no. of offerings that need a formal methodology in KGM Adequacy will be based on sign-off from GBD & GSD on process in KGM for a specific offering Need to define a measure
No. of billable QLs / Total no. of QLs during the measurement period % of projects in R / Y that Projects in R or Y that also have issues identified by can be traced to QL status QLs / Total no. of projects Project is defined as a unit that can have a project plan Planned PIs to improve Savings from specific PIs during the measurement PCBs - $ saved from PIs period % of projects meeting their (No. of projects meeting the quality goals / Total no. of quality goals (should this be projects)% a shared metric between A project is a unit (project or a BU for an ongoing delivery & process) engagement) for which project plan can be created and quality goals can be defined SG&A (Actual process group expenses – planned PG expenses) / planned PG expenses for the measurement period Inter-group SLAs Need to be defined % projects at CMM L5 No. of Projects fulfilling L5 requirements / Total no. of projects A project is a unit (project or a BU for an ongoing engagement) for which Project Plan can be created % Reduction in post (PDD for current measurement period – PDD for prior delivery defect density measurement period) / PDD for prior measurement period % This should be by life-cycle type % improvement in (Productivity for current measurement period – that productivity for prior measurement period) / that for prior measurement period % This should be by life-cycle type GAP GBA
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Appendix A-1: Supporting metrics for users This appendix gives the key supporting metrics where extra definitions are required for the different users described in Appendix A. ALL the supporting metrics for all the users come out in a logical flow in the screen content and layouts described in Appendices B – I.
User
Supporting metrics
CEO
May get defined later
Head – GSD
Revenue by SL
Definition
Revenue by account
Revenue by Project Area SL and by expenditure item date as defined in Oracle Revenue by expenditure item date for each account
Project direct costs
All costs charged to a client project
SL OH and bench costs
All costs charged to a SL non-client project and a bench project. SL projects are defined by the project area SL definition. All costs charged to GSD management project and all GSD costs not included in Project direct costs and SL OH and bench costs GSD Revenue – Project direct costs – SL OH and bench costs – GSD mgmt costs Project direct costs + SL OH and bench costs + GSD mgmt costs SL revenues – Project direct costs for the SL – SL OH and bench costs for the SL AC revenues – Project direct costs for the AC – AC OH and bench costs Total revenues for the 12 months preceding the measurement month including the measurement month divided by the total no. of active clients during that period % of revenues for current measurement period from existing clients. Existing client has been defined in Appendix A Computed std. costs for each project
GSD mgmt costs GSD GM Total cost (GSD) SL GM Account GM Avg. client size
Repeat business % Salary cost Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Travel cost
Cost charged as travel to the project
Leverage ratio
Offshore billable hours / onsite billable hours charged to client projects Billable hours charged to client projects / corresponding available hours for the period
Billable population (FTE equivalent) Head – GBD
IL revenues
Revenues by IL tag for client projects, by expenditure item date
IL costs
Costs charged to GBD IL projects
Onsite billing rate
Onsite billing rate charged to clients for onsite resources in USD/hr Offshore billing rate charged to clients for offshore resources in USD/hr Weighted average of onsite and offshore billing rates weighted with the proportion of resources onsite and offshore for that project. In USD/hr
Offshore billing rate Blended billing rate
CFO
Avg. hourly cost per associate
Total cost incurred during the period divided by the average total no. of associates during that period divided by the corresponding available hours during that period
Appendix A-2: Data requirements, databases and data location This needs to be defined later.
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Appendix B: Screen content and Layouts – CEO User This appendix describes the screen content and layouts for all the screens mentioned for CEO earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: CEO Screen CEO 1: Homepage_CEO.html
Need to decide what information goes on the homepage dashboard
Go to detail Hyperlink CEO 1 Hyperlink CEO 2 Hyperlink CEO 3 Hyperlink CEO 4 Go to dashboards Hyperlink CEO D1
Hyperlink CEO D2
Hyperlink CEO D3
Hyperlink CEO D5
Hyperlink CEO D6
Hyperlink CEO D7
Hyperlink CEO D4
Screen title and heading: Summary dashboard for CEO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink CEO 1
Financial perspective detail
Findetail_CEO.html
Hyperlink CEO 2
Customer perspective detail
Custdetail_CEO.html
Hyperlink CEO 3
Internal Process perspective detail
Prodetail_CEO.html
Hyperlink CEO 4
Employee and Learning perspective Empdetail_CEO.html detail
Hyperlink CEO D1
GBD dashboard
Homepage_GBD.html
Hyperlink CEO D2
GSD dashboard
Homepage_GSD.html
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Hyperlink CEO D3
GAD dashboard
Homepage_GAD.html
Hyperlink CEO D4
GPR dashboard
Homepage_GPR.html
Hyperlink CEO D5
GFA dashboard
Homepage_GFA.html
Hyperlink CEO D6
GIT dashboard
Homepage_GIT.html
Hyperlink CEO D7
GBA dashboard
Homepage_GBA.html
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen CEO 2: Findetail_CEO.html
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25,000
Volume
60.00% 1,400
50.00%
20,000
1,200 40.00%
Go to detail
15,000 30.00% 10,000
1,000 Revenue
800
GM%
Volume 600
20.00%
Hyperlink CEO 1
400
5,000
10.00%
-
200
0.00%
-
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink CEO 2
Jan
CEO F1
Hyperlink CEO 3
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CEO F2
Hyperlink CEO 4
Volume 1,400 1,200
GM 42%
1,000
Project costs 48%
800 Volume 600 400
GSD mgmt costs 4%
200
SL OH costs 6%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CEO F3
CEO F4
Volume 1,400 1,200 1,000 800 Volume 600 400 200 Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CEO F5
Screen title and heading: Financial perspective summary – CEO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink CEO 1
Financial perspective detail
Findetail_CEO.html
Hyperlink CEO 2
Customer perspective detail
Custdetail_CEO.html
Hyperlink CEO 3
Internal Process perspective detail
Prodetail_CEO.html
Hyperlink CEO 4
Employee and Learning perspective Empdetail_CEO.html detail
Description of objects Name of Title of Description the object the object object CEO F1
Revenue
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
of
the Parameters of the object
Column and multiple X-Axis – Months (Jan till current Draft/Issue Uncontrolled if Copy/Printed
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and Profitability
CEO F2
Sales booking
line chart representing month in curr FY) monthly revenue and Primary Y-axis – Revenue in ‘000 profitability USD plotted as columns
Column representing sales bookings
Secondary Y-axis – This will have the following parameters plotted as lines 1. GM% 2. Operating margin% 3. Net profit% chart X-Axis – Months (Jan till current monthly month in curr FY) Primary Y-axis – Sales bookings in ‘000 USD
CEO F3
Accounts receivables trend
Column chart X-Axis – Months (Jan till current representing monthly month) account receivables Primary Y-axis – Overall A/C performance in DSO receivables in DSO for each month
CEO F4
Accounts receivables – ageing
3D Pie-chart The pie-chart will have the representing ageing of following parameters: account receivables Receivables for the following categories: <=30 days, 30-60 days, 60-90 days, more than 90 days
CEO F5
Pipeline and backlog information
Need to define
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Screen CEO 3: Custdetail_CEO.html
25,000
Volume 1,400
60.00% 50.00%
20,000
1,200
Go to detail
40.00% 15,000
1,000
30.00%
800 Volume 600
10,000
400
Hyperlink CEO 1
Revenue GM%
20.00% 5,000
10.00%
200 -
Jan
Hyperlink CEO 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CEO C1
Hyperlink CEO 3 Hyperlink CEO 4
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CEO C2
25,000
60.00% 50.00%
20,000
40.00% 15,000 30.00% 10,000
Revenue GM%
20.00% 5,000
10.00%
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CEO C3
Screen title and heading: Customer perspective summary – CEO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink CEO 1
Financial perspective detail
Findetail_CEO.html
Hyperlink CEO 2
Customer perspective detail
Custdetail_CEO.html
Hyperlink CEO 3
Internal Process perspective detail
Prodetail_CEO.html
Hyperlink CEO 4
Employee and Learning perspective Empdetail_CEO.html detail
Description of objects Name of Title of Description the object the object object
of
the Parameters of the object
CEO C1
Customer satisfaction score
Column chart X-Axis – All client names representing customer satisfaction score for Primary Y-axis – Customer satisfaction scores plotted as all clients columns
CEO C2
Active
Column and line chart X-Axis – Months (Jan till current
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clients and representing monthly month in curr FY) new clients active clients and new Primary Y-axis – No. of active added clients added clients plotted as columns Secondary Y-axis – No. of new clients added plotted as a line CEO C3
Client retention and repeat business
Column and line chart X-Axis – Months (Jan till current representing monthly month in curr FY) client retention and Primary Y-axis – Client retention repeat business rates rate plotted as columns Secondary Y-axis – Repeat business rate plotted as a line
Screen CEO 4: Prodetail_CEO.html
25,000
60.00%
25,000
50.00%
20,000
60.00% 50.00%
20,000
40.00% 15,000
Go to detail
30.00% 10,000
40.00% 15,000
Revenue
GM%
10,000 20.00%
Hyperlink CEO 1
Revenue
30.00%
GM%
5,000
-
20.00%
10.00%
5,000
0.00%
-
0.00%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink CEO 2
10.00%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CEO IP1
Hyperlink CEO 3
CEO IP2
Hyperlink CEO 4
Volume
Volume
1,400
1,400
1,200
1,200
1,000
1,000
800
800 Volume
Volume
600
600
400
400
200
200
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CEO IP3
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CEO IP4
Screen title and heading: Internal process perspective summary – CEO Description of hyperlinks Name of hyperlink
the Title of the link
Hyperlink CEO 1 Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Financial perspective detail Draft/Issue Uncontrolled if Copy/Printed
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Hyperlink CEO 2
Customer perspective detail
Custdetail_CEO.html
Hyperlink CEO 3
Internal Process perspective detail
Prodetail_CEO.html
Hyperlink CEO 4
Employee and Learning perspective Empdetail_CEO.html detail
Description of objects Name of Title of Description the object the object object CEO IP1
Billing rates
of
the Parameters of the object
Column and line chart X-Axis – Months (Jan till current representing monthly month in curr FY) billing rates Primary Y-axis – Average offshore billing rates in USD/hr plotted as columns Secondary Y-axis – Average onsite billing rates in USD/hr plotted as a line
CEO IP2
Utilization and leverage ratio
Column and line chart X-Axis – Months (Jan till current representing monthly month in curr FY) utilization and Primary Y-axis – Overall GSD leverage ratio in GSD utilization plotted as columns Secondary Y-axis – Overall leverage ratio in GSD plotted as a line
CEO IP3
Average Column chart X-Axis – Months (Jan till current cost per representing monthly month in curr FY) associate average cost per Primary Y-axis – Average cost associate per associate per hour plotted as columns
CEO IP4
Projects at Column chart X-Axis – Months (Jan till current CMM level representing monthly month in current FY) 5 no. of projects at CMM Primary Y-axis – Percentage of L5 projects at CMM L5 plotted as columns
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Screen CEO 5: Empdetail_CEO.html
25,000
60.00%
25,000
50.00%
20,000
60.00% 50.00%
20,000
40.00% 15,000
Go to detail
30.00% 10,000
40.00% Revenue
15,000 30.00%
GM% 10,000
20.00%
Hyperlink CEO 1
5,000
-
10.00%
5,000
0.00%
-
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink CEO 2
GM%
10.00% 0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CEO OL1
Hyperlink CEO 3
Revenue
20.00%
CEO OL2
Hyperlink CEO 4
Screen title and heading: Organizational learning perspective summary – CEO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink CEO 1
Financial perspective detail
Findetail_CEO.html
Hyperlink CEO 2
Customer perspective detail
Custdetail_CEO.html
Hyperlink CEO 3
Internal Process perspective detail
Prodetail_CEO.html
Hyperlink CEO 4
Employee and Learning perspective Empdetail_CEO.html detail
Description of objects Name of Title of Description the object the object object CEO OL1
No. of associates and retention rates
of
the Parameters of the object
Column and line chart X-Axis – Months (Jan till current representing monthly month in curr FY) no. of associates and Primary Y-axis – No. of retention rates associates plotted as columns Secondary Y-axis – Monthly employee retention rate plotted as a line
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User Requirement Report
Need define
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Appendix C: Screen content and Layouts – GSD User This appendix describes the screen content and layouts for all the screens mentioned for GSD earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: Head GSD Screen GSD 1: Homepage_GSD.html
25,000
60.00%
25,000
50.00%
20,000
60.00% 50.00%
20,000
40.00%
Go to detail
15,000 30.00% 10,000
40.00% Revenue GM%
15,000 30.00% 10,000
20.00%
Hyperlink GSD 1
5,000
5,000
10.00%
-
0.00%
Hyperlink GSD 4
25,000
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GSD O1
Hyperlink GSD 3
GM%
10.00%
-
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 2
Revenue
20.00%
GSD O2
60.00% 50.00%
20,000
40.00% 15,000 30.00% 10,000
Revenue
GM 42%
Project costs 48%
GM%
20.00% 5,000
10.00%
-
GSD mgmt costs 4%
SL OH costs 6%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GSD O3
GSD O4
Screen title and heading: Summary dashboard for GSD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Hyperlink GSD 4
Employee and Learning perspective Empdetail_GSD.html
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detail
Description of objects Name of Title of Description the object the object object GSD O1
Revenue and GM
of
the Parameters of the object
Column and line chart X-Axis – Months (Jan till current representing monthly month in curr FY) revenue and GM for Primary Y-axis – Revenue in ‘000 GSD USD plotted as columns Secondary Y-axis – GM in % plotted as a line
GSD O2
Employee Column and line chart X-Axis – Months (Jan till current HC and representing monthly month in curr FY) utilization employee HC and Primary Y-axis – Employee HC utilization for GSD plotted as columns Secondary Y-axis – Utilization in % plotted as a line
GSD O3
Client satisfaction
Column chart X-Axis – Customer names representing accountY-axis – Client wise client satisfaction Primary satisfaction score on a scale of score 10
GSD O4
Project status (RYG)
3D Pie-chart representing GSD project status in red, yellow and green
Colors Red, Yellow and Green represent percentage of projects in red, yellow and green
Screen GSD 2: Findetail_GSD.html Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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25,000
20,000
60.00%
25,000
50.00%
20,000
Go to detail
30.00% 10,000
15,000
Revenue 10,000
GM%
10.00%
10.00%
-
Revenue
20.00% 5,000
-
0.00%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 2
GSD F1
GSD F2
Hyperlink GSD 3 Hyperlink GSD 4
30.00%
GM%
20.00% 5,000
Hyperlink GSD 1
50.00% 40.00%
40.00% 15,000
60.00%
This month’s performance 25,000
60.00% 50.00%
20,000
40.00% 15,000 30.00% 10,000
Revenue
GM 42%
Project costs 48%
GM%
20.00% 5,000
GSD mgmt costs 4%
10.00%
-
SL OH costs 6%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GSD F3
GSD F4
Hyperlink F1
Hyperlink F2
GSD F5
Screen title and heading: Financial perspective summary for GSD Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee Version 0.1, 02/Jul/2003 2001 Viker Incorporated
and
Learning
of
the
perspective Empdetail_GSD.html
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4
detail
Hyperlink F1
Click here for SL detail for current month
Findetail_SL_GSD.html
Hyperlink F2
Click here for AC detail for current month
Findetail_AC_GSD.html
Description of objects Name of Title of Description the object the object object GSD F1
Revenue and GM
of
the Parameters of the object
Column and line chart X-Axis – Months (Jan till current representing monthly month in curr FY) revenue and GM for Primary Y-axis – Revenue in ‘000 GSD USD plotted as columns Secondary Y-axis – GM in % plotted as a line
GSD F2
How the costs eat into revenues
Stacked column chart representing monthly project direct costs, SL OH and bench costs, GSD management costs and gross margin for GSD
X-Axis – Months (Jan till current month in curr FY) Primary Y-axis – The following four parameters plotted as a stacked column chart, all in ‘000 USD 1. Lowest stack: Project direct costs 2. Next higher stack: SL OH and bench costs 3. Next higher stack: GSD mgmt costs 4. Highest margin
GSD F3
Current month financials
stack:
GSD
gross
Column chart X-Axis – The following representing current parameters: Revenue, Project month financials direct costs, SL OH and bench costs, GSD mgmt costs, GSD gross margin Primary Y-axis – Values in ‘000 USD
GSD F4
Percentage
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3D
Pie-chart Pie chart plotting the following
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break of representing financials percentage break financials GSD F5
Variance analysis
Table of analysis
parameters: Project costs, SL of OH and bench costs, GSD mgmt costs and GM all a percentage of revenue
variance The table has the following parameters: Column 1: Months (all months till current month in current FY) Column 2: Following parameters for each month: Revenue, Total cost, GM, GM% Column 3: Budget nos. for each parameter in Col 2 Column 4: Actual nos. for each parameter in Col 2 Column 5: Variance nos. w.r.t. budget for each parameter in Col 2 Column 6: Forecast nos. for each parameter in Col 2 Column 7: Actual nos. for each parameter in Col 2 Column 8: Variance nos. w.r.t. forecast for each parameter in Col 2
Screen GSD 3: Findetail_SL_GSD.html
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25,000
20,000
60.00%
25,000
50.00%
20,000
Go to detail
30.00% 10,000
50.00% 40.00%
40.00% 15,000
60.00%
15,000
Revenue
30.00%
GM%
10,000
Hyperlink GSD 1
5,000
-
0.00%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 2
GM%
10.00%
10.00%
-
Revenue
20.00%
20.00% 5,000
GSD F_SL1
GSD F_SL2
Hyperlink GSD 3 Hyperlink GSD 4
Hyperlink F_SL1
GSD F_SL3
Screen title and heading: Service line detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee 4 detail Hyperlink F_SL1
and
Learning
of
the
perspective Empdetail_GSD.html
Click here for historical SL detail
Fin_SL_hist_GSD.html
Description of objects Name
of Title
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
of Description
of
the Parameters of the object
Draft/Issue Uncontrolled if Copy/Printed
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the object
the object
object
GSD F_SL1
Revenue Column and line chart X-Axis – All the current SL and GM for representing current each SL month revenue and Primary Y-axis – Revenue in ‘000 USD plotted as columns GM for each SL Secondary Y-axis – GM in % plotted as a line
GSD F_SL2
How the costs eat into revenues for each SL
Stacked column representing current month project direct costs, SL OH and bench costs and SL gross margin for each SL
X-Axis – All the current SL Primary Y-axis – The following four parameters plotted as a stacked column chart, all in ‘000 USD 1. Lowest stack: Project direct costs 2. Next higher stack: SL OH and bench costs 3. Highest margin
GSD F_SL3
Variance Table of analysis for analysis current month
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
stack:
SL
gross
variance The table has the following parameters: Column 1: SL name for all SL Column 2: Following parameters for each SL: Revenue, Total cost, GM, GM% Column 3: Budget nos. for each parameter in Col 2 Column 4: Actual nos. for each parameter in Col 2 Column 5: Variance nos. w.r.t. budget for each parameter in Col 2 Column 6: Forecast nos. for each parameter in Col 2 Column 7: Actual nos. for each parameter in Col 2 Column 8: Variance nos. w.r.t. forecast for each parameter in Col 2
Draft/Issue Uncontrolled if Copy/Printed
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Screen GSD 4: Findetail_AC_GSD.html
25,000
20,000
60.00%
25,000
50.00%
20,000
15,000
Go to detail
30.00% 10,000
60.00% 50.00% 40.00%
40.00%
15,000
Revenue
30.00%
GM%
10,000
5,000
5,000
Hyperlink GSD 1
-
0.00%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 2
GM%
10.00%
10.00%
-
Revenue
20.00%
20.00%
GSD F_AC1
GSD F_AC2
Hyperlink GSD 3 Hyperlink GSD 4
Hyperlink F_AC1
Screen title and heading: Account-wise detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee 4 detail Hyperlink F_AC1
and
Learning
of
the
perspective Empdetail_GSD.html
Click here for historical SL detail
Fin_AC_hist_GSD.html
Description of objects Name of Title of Description the object the object object Version 0.1, 02/Jul/2003 2001 Viker Incorporated
of
the Parameters of the object
Draft/Issue Uncontrolled if Copy/Printed
Page 45 Ref. No: METMISUR1
Metrics and MIS
GSD F_AC1
User Requirement Report
Revenue Column and line chart X-Axis – All the current AC and GM for representing current each AC month revenue and Primary Y-axis – Revenue in ‘000 USD plotted as columns GM for each AC Secondary Y-axis – GM in % plotted as a line
GSD F_SL2
How the costs eat into revenues for each AC
Stacked column chart representing current month project direct costs, and gross margin for each account
X-Axis – All the current SL Primary Y-axis – The following four parameters plotted as a stacked column chart, all in ‘000 USD 1. Lowest stack: Project direct costs 2. Highest margin
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
stack:
AC
gross
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Screen GSD 5: Findetail_SL_hist_GSD.html
Service line
Metric
Business Intelligence
Go to detail Hyperlink GSD 1 Credit Services - V+
Hyperlink GSD 2 Hyperlink GSD 3 Hyperlink GSD 4
Distributed
M/M
Project Management
Testing
Jan
Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin
Feb
Mar
Q1 - Qtd
528,038 9,239 203,824 213,063 314,974 60% 42,353 18,093 254,528 48.2%
397,386 4,012 179,641 183,653 213,734 54% 38,062 13,206 162,466 40.9%
455,525 762 183,681 184,444 271,081 60% 39,417 20,459 211,205 46.4%
1,346,512 20,185 496,111 516,296 830,216 62% 41,366 61,101 727,749 54.0%
-24.74% -56.58% 997,408 17,080 479,983 497,063 500,345 50% 26,776 59,587 413,982 41.5%
14.63% -81.00% 2,592,340 49,744 578,430 628,174 1,964,166 76% 33,427 65,396 1,865,344 72.0%
1,823,480 125,037 1,100,382 1,225,419 598,062 33% 102,429 95,747 399,886 21.9%
-25.93% -15.38% 2,275,600 79,764 1,056,237 1,136,001 1,139,599 50% 89,703 68,207 981,690 43.1%
159.91% 191.24% 2,547,139 40,572 1,176,262 1,216,834 1,330,305 52% 63,421 78,138 1,188,746 46.7%
1,337,333 21,933 525,964 547,897 789,436 59% 45,928 36,053 707,455 52.9%
24.79% -36.21% 1,260,305 36,358 514,480 550,838 709,467 56% 35,534 26,470 647,463 51.4%
11.93% -49.14% 2,080,154 12,792 572,365 585,157 1,494,996 72% 38,223 31,977 1,424,797 68.5%
-5.76% 65.77%
65.05% -64.82%
0% 11,020
0% 16,340
0% 12,273
(11,020) #DIV/0!
(16,340) #DIV/0!
(12,273) #DIV/0!
136,293 5,591 39,615 45,206 91,087 67% 12,444 716 77,927
0.00% 0.00% 115,587 176 32,859 33,036 82,551 71% 29,784 1,004 51,763
0.00% 0.00% 125,867 39,831 39,831 86,036 68% 24,472 495 61,069
Apr
1,380,948 14,014 567,146 581,160 799,789 58% 119,831 51,759 628,199 45.5%
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
4,936,260 87,009 1,554,523 1,641,532 3,294,727 67% 101,569 186,084 3,007,074 60.9%
0.08% 391.31% 1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
6,646,220 245,373 3,332,881 3,578,254 3,067,966 46% 255,552 242,092 2,570,322 38.7%
-26.79% -74.42% 2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
4,677,792 71,084 1,612,809 1,683,892 2,993,899 64% 119,685 94,499 2,779,715 59.4%
-2.24% 80.01% 1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
0% 39,633 (39,633) #DIV/0!
-20.07% 78.89% 6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
377,747 5,768 112,306 118,073 259,673 69% 66,699 2,214 190,760
0.00% 0.00% 155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
May
Jun
Q2 - QTD
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
GSD F_SL_H1
Screen title and heading: Service line historical detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
of
the
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User Requirement Report
Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee 4 detail
and
Learning
perspective Empdetail_GSD.html
Description of objects Name of Title of Description of the Parameters of the object the object the object object GSD F_SL_H1
SL historical financial detail
Table representing Column 1: SL (All SL) historical financial Column 2: The following detail for each SL parameters for each SL 1. SL Revenue 2. SL Project direct costs 3. SL Project GM 4. SL Project GM% 5. SL OH and bench costs 6. SL GM 7. SL GM% Column 3 onwards: All months till current month in the current FY
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Screen GSD 6: Findetail_AC_hist_GSD.html
Service line
Metric
Business Intelligence
Go to detail Hyperlink GSD 1 Credit Services - V+
Hyperlink GSD 2 Hyperlink GSD 3 Hyperlink GSD 4
Distributed
M/M
Project Management
Testing
Jan
Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin
Feb
Mar
Q1 - Qtd
528,038 9,239 203,824 213,063 314,974 60% 42,353 18,093 254,528 48.2%
397,386 4,012 179,641 183,653 213,734 54% 38,062 13,206 162,466 40.9%
455,525 762 183,681 184,444 271,081 60% 39,417 20,459 211,205 46.4%
1,346,512 20,185 496,111 516,296 830,216 62% 41,366 61,101 727,749 54.0%
-24.74% -56.58% 997,408 17,080 479,983 497,063 500,345 50% 26,776 59,587 413,982 41.5%
14.63% -81.00% 2,592,340 49,744 578,430 628,174 1,964,166 76% 33,427 65,396 1,865,344 72.0%
1,823,480 125,037 1,100,382 1,225,419 598,062 33% 102,429 95,747 399,886 21.9%
-25.93% -15.38% 2,275,600 79,764 1,056,237 1,136,001 1,139,599 50% 89,703 68,207 981,690 43.1%
159.91% 191.24% 2,547,139 40,572 1,176,262 1,216,834 1,330,305 52% 63,421 78,138 1,188,746 46.7%
1,337,333 21,933 525,964 547,897 789,436 59% 45,928 36,053 707,455 52.9%
24.79% -36.21% 1,260,305 36,358 514,480 550,838 709,467 56% 35,534 26,470 647,463 51.4%
11.93% -49.14% 2,080,154 12,792 572,365 585,157 1,494,996 72% 38,223 31,977 1,424,797 68.5%
-5.76% 65.77%
65.05% -64.82%
0% 11,020
0% 16,340
0% 12,273
(11,020) #DIV/0!
(16,340) #DIV/0!
(12,273) #DIV/0!
136,293 5,591 39,615 45,206 91,087 67% 12,444 716 77,927
0.00% 0.00% 115,587 176 32,859 33,036 82,551 71% 29,784 1,004 51,763
0.00% 0.00% 125,867 39,831 39,831 86,036 68% 24,472 495 61,069
Apr
1,380,948 14,014 567,146 581,160 799,789 58% 119,831 51,759 628,199 45.5%
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
4,936,260 87,009 1,554,523 1,641,532 3,294,727 67% 101,569 186,084 3,007,074 60.9%
0.08% 391.31% 1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
6,646,220 245,373 3,332,881 3,578,254 3,067,966 46% 255,552 242,092 2,570,322 38.7%
-26.79% -74.42% 2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
4,677,792 71,084 1,612,809 1,683,892 2,993,899 64% 119,685 94,499 2,779,715 59.4%
-2.24% 80.01% 1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
0% 39,633 (39,633) #DIV/0!
-20.07% 78.89% 6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
377,747 5,768 112,306 118,073 259,673 69% 66,699 2,214 190,760
0.00% 0.00% 155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
May
Jun
Q2 - QTD
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
GSD F_AC_H1
Screen title and heading: Account-wise historical detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee Version 0.1, 02/Jul/2003 2001 Viker Incorporated
and
Learning
of
the
perspective Empdetail_GSD.html
Draft/Issue Uncontrolled if Copy/Printed
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4
detail
Description of objects Name of Title of Description of the Parameters of the object the object the object object GSD F_AC_H1
AC historical financial detail
Table representing Column 1: AC (All AC) historical financial Column 2: The following detail for each parameters for each AC customer 1. AC Revenue 2. AC Project direct costs 3. AC Project GM 4. AC Project GM% 5. AC OH and bench costs 6. AC GM 7. AC GM% Column 3 onwards: All months till current month in the current FY
Screen GSD 7: Custdetail_GSD.html
Go to detail
25,000
20,000
60.00%
25,000
50.00%
20,000
Hyperlink GSD 1
30.00% 10,000
Hyperlink GSD 3
15,000
Revenue GM%
30.00% 10,000
5,000
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GSD C1
GM%
10.00%
10.00%
-
Revenue
20.00%
20.00% 5,000
Hyperlink GSD 2
50.00% 40.00%
40.00% 15,000
60.00%
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GSD C2
Hyperlink GSD 4
Screen title and heading: Customer Perspective summary for GSD Description of hyperlinks Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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User Requirement Report
Name of the Title of the link hyperlink
Destination link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee 4 detail
and
Learning
of
the
perspective Empdetail_GSD.html
Description of objects Name of Title of Description the object the object object GSD C1
No. of active clients and avg. client size
of
the Parameters of the object
Column and line chart X-Axis – All the months till representing monthly current month in current FY no. of active clients Primary Y-axis – No. of active and avg. client size clients plotted as columns Secondary Y-axis – Avg. client size in ‘000 USD, plotted as a line
GSD C2
Client retention and repeat business
Column and line chart X-Axis – All the months till representing monthly current month in current FY client retention and Primary Y-axis – Client retention repeat business rates rate plotted as columns Secondary Y-axis – Avg. client size in ‘000 USD, plotted as a line
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Screen GSD 8: Prodetail_GSD.html
Go to detail
Internal Process Perspective
Hyperlink GSD 1 Hyperlink GSD 2 Hyperlink GSD 3 Hyperlink GSD 4 Hyperlink IP 1
Hyperlink IP 2
Hyperlink IP 3
Hyperlink IP 4
Click on boxes to see detail
Screen title and heading: Internal process perspective for GSD Description of hyperlinks Name of the Title of the link hyperlink
Destination of the Action on link mouse-over
Hyperlink 1
GSD Financial perspective detail
Findetail_GSD.html
Hyperlink 2
GSD Customer detail
Hyperlink 3
GSD Internal Process Prodetail_GSD.html perspective detail
None
Hyperlink 4
GSD Employee and Learning Empdetail_GSD.html perspective detail
None
Hyperlink IP 1
perspective Custdetail_GSD.html
Volume and costs
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Pro_Vol_GSD.html
Draft/Issue Uncontrolled if Copy/Printed
None None
Display text box with content “Billed Hours and Costs Page 52 Ref. No: METMISUR1
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User Requirement Report
break-up in cost categories” Hyperlink IP 2
Efficiency
Pro_Eff_GSD.html
Display text box with content “Utilization, leverage ratio, pyramid structure, billable population as % of total”
Hyperlink IP 3
Staffing Efficiency
Pro_Stff_GSD.html
Display text box with content “Resource requisitions open, resource requisitions raised, HC projections”
Hyperlink IP 4
Quality metrics
Pro_Qly_GSD.html
Display text box with content “% Projects at CMM level 5, Defect density”
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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Screen GSD 9: Pro_Vol_GSD.html
25,000
20,000
60.00%
25,000
50.00%
20,000
Go to detail
30.00% 10,000
Hyperlink GSD 2
15,000
Revenue
30.00%
GM%
10,000
5,000
GM%
10.00%
10.00%
-
Revenue
20.00%
20.00% 5,000
Hyperlink GSD 1
50.00% 40.00%
40.00% 15,000
60.00%
-
0.00%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GSD IPV1
GSD IPV2
Hyperlink GSD 3 Hyperlink GSD 4
This month’s performance GM 42%
GSD mgmt costs 4%
Project costs 48%
SL OH costs 6%
GSD IPV3
Hyperlink IPV 1
GSD IPV4
Screen title and heading: Costs and Volume – Internal Process perspective summary for GSD Description of hyperlinks Name of the Title of the link Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
Destination
of
the
Page 54 Ref. No: METMISUR1
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User Requirement Report
hyperlink
link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee 4 detail Hyperlink IPV1
and
Learning
perspective Empdetail_GSD.html
Click here for SL detail
Pro_Vol_SL_GSD.html
Description of objects Name of Title of Description the object the object object GSD IPV1
of
the Parameters of the object
Cost break- Stacked column chart up by representing monthly category costs break-up into salary, travel and other costs for GSD
X-Axis – All the months till current month in current FY
Primary Y-axis – Stacked columns with the following parameters (all in ‘000 USD) 1. Lowest stack – Salary costs for GSD 2. Next higher stack – Travel costs for GSD 3. Highest stack – Other costs for GSD Column chart X-Axis – All the months till representing monthly current month in current FY billable hours in FTE Y-axis – Total billable hours in equivalent for GSD GSD in FTE equivalent
GSD IPV2
FTE equivalent billed volume
GSD IPV3
Cost breakup by category for current month
Pie-chart representing percentage break-up of costs into categories for current month
GSD IPV4
Variance analysis
Table of monthly The table has variance analysis on parameters:
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
The 3 parameters for the piechart are: Salary cost for GSD, Travel cost for GSD and other costs for GSD al in percentage break the
following
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Column 1: Months – All months till the current month for current FY Column 2: Headings for the following parameters for each month – Salary costs, Travel costs, other costs, Total GSD costs Column 3: Budget nos. for parameters in Col 2 Column 4: Actual nos. for parameters in Col 2 Column 5: Variance against budget for parameters in Col 2 Column 6: Forecast nos. for parameters in Col 2 Column 7: Actual nos. for parameters in Col 2 Column 8: Variance against forecast for parameters in Col 2
costs for GSD
Screen GSD 10: Pro_Vol_SL_GSD.html 25,000
20,000
60.00%
25,000
50.00%
20,000
30.00% 10,000
50.00% 40.00%
40.00% 15,000
60.00%
15,000
Revenue GM%
30.00% 10,000
Go to detail Hyperlink GSD 1
5,000
10.00%
10.00%
-
Revenue GM%
20.00%
20.00% 5,000
-
0.00%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GSD IPV_SL1
GSD IPV_SL2
Hyperlink GSD 2 Hyperlink GSD 3
Hyperlink IPV_SL1
Hyperlink GSD 4
GSD IPV_SL3
Screen title and heading: Costs and Volume – Current month SL detail for GSD Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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Description of hyperlinks Name of hyperlink
the Title of the link
Destination link
of
the
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Hyperlink GSD 4
Employee detail
Hyperlink IPV_SL1
Click here for historical SL detail
and
Learning
perspective Empdetail_GSD.html Pro_Vol_SL_hist_GSD.ht ml
Description of objects Name of Title of Description the object the object object GSD IPV_SL1
GSD IPV_SL2
GSD IPV_SL3
of
the Parameters of the object
Current month cost break-up by category for each SL
Stacked column chart representing current month costs break-up into salary, travel and other costs for each SL in GSD
X-Axis – All the SL
Current month variance analysis
Table of current month variance analysis on costs for each SL in GSD
The table has the following parameters: Column 1: SL name – All SL in GSD Column 2: Headings for the following parameters for each month – Salary costs, Travel
Primary Y-axis – Stacked columns with the following parameters (all in ‘000 USD) for each SL 1. Lowest stack – Salary costs for SL 2. Next higher stack – Travel costs for SL 3. Highest stack – Other costs for SL FTE Column chart X-Axis – All the SL equivalent representing current billed month billable hours Y-axis – Total billable hours for volume for in FTE equivalent for each SL in GSD in FTE equivalent each SL each SL in GSD
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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costs, other costs, Total SL costs Column 3: Budget nos. for parameters in Col 2 Column 4: Actual nos. for parameters in Col 2 Column 5: Variance against budget for parameters in Col 2 Column 6: Forecast nos. for parameters in Col 2 Column 7: Actual nos. for parameters in Col 2 Column 8: Variance against forecast for parameters in Col 2
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Screen GSD 11: Pro_Vol_SL_hist_GSD.html
Service line
Metric
Business Intelligence
Go to detail Hyperlink GSD 1 Credit Services - V+
Hyperlink GSD 2 Hyperlink GSD 3 Hyperlink GSD 4
Distributed
M/M
Project Management
Testing
Jan
Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin
Feb
Mar
Q1 - Qtd
528,038 9,239 203,824 213,063 314,974 60% 42,353 18,093 254,528 48.2%
397,386 4,012 179,641 183,653 213,734 54% 38,062 13,206 162,466 40.9%
455,525 762 183,681 184,444 271,081 60% 39,417 20,459 211,205 46.4%
1,346,512 20,185 496,111 516,296 830,216 62% 41,366 61,101 727,749 54.0%
-24.74% -56.58% 997,408 17,080 479,983 497,063 500,345 50% 26,776 59,587 413,982 41.5%
14.63% -81.00% 2,592,340 49,744 578,430 628,174 1,964,166 76% 33,427 65,396 1,865,344 72.0%
1,823,480 125,037 1,100,382 1,225,419 598,062 33% 102,429 95,747 399,886 21.9%
-25.93% -15.38% 2,275,600 79,764 1,056,237 1,136,001 1,139,599 50% 89,703 68,207 981,690 43.1%
159.91% 191.24% 2,547,139 40,572 1,176,262 1,216,834 1,330,305 52% 63,421 78,138 1,188,746 46.7%
1,337,333 21,933 525,964 547,897 789,436 59% 45,928 36,053 707,455 52.9%
24.79% -36.21% 1,260,305 36,358 514,480 550,838 709,467 56% 35,534 26,470 647,463 51.4%
11.93% -49.14% 2,080,154 12,792 572,365 585,157 1,494,996 72% 38,223 31,977 1,424,797 68.5%
-5.76% 65.77%
65.05% -64.82%
0% 11,020
0% 16,340
0% 12,273
(11,020) #DIV/0!
(16,340) #DIV/0!
(12,273) #DIV/0!
136,293 5,591 39,615 45,206 91,087 67% 12,444 716 77,927
0.00% 0.00% 115,587 176 32,859 33,036 82,551 71% 29,784 1,004 51,763
0.00% 0.00% 125,867 39,831 39,831 86,036 68% 24,472 495 61,069
Apr
1,380,948 14,014 567,146 581,160 799,789 58% 119,831 51,759 628,199 45.5%
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
4,936,260 87,009 1,554,523 1,641,532 3,294,727 67% 101,569 186,084 3,007,074 60.9%
0.08% 391.31% 1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
6,646,220 245,373 3,332,881 3,578,254 3,067,966 46% 255,552 242,092 2,570,322 38.7%
-26.79% -74.42% 2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
4,677,792 71,084 1,612,809 1,683,892 2,993,899 64% 119,685 94,499 2,779,715 59.4%
-2.24% 80.01% 1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
0% 39,633 (39,633) #DIV/0!
-20.07% 78.89% 6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
377,747 5,768 112,306 118,073 259,673 69% 66,699 2,214 190,760
0.00% 0.00% 155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
May
Jun
Q2 - QTD
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
GSD IPV_SL_H1
Screen title and heading: SL-wise historical costs break-up – GSD Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee Version 0.1, 02/Jul/2003 2001 Viker Incorporated
and
Learning
of
the
perspective Empdetail_GSD.html
Draft/Issue Uncontrolled if Copy/Printed
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User Requirement Report
detail
Description of objects Name of Title of Description of the Parameters of the object the object the object object GSD IPV_SL_H1
SL historical costs detail
Table representing Column 1: SL (All AC) historical costs Column 2: The following break-up detail for parameters for each SL each SL 1. SL Salary costs 2. SL Travel costs 3. SL Other costs 4. SL Total costs Column 3 onwards: All months till current month in the current FY
Screen GSD 12: Pro_Eff_GSD.html
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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25,000
Volume
60.00% 1,400
50.00%
20,000
1,200 40.00%
15,000 30.00% 10,000
1,000 Revenue
800
GM%
Volume 600
20.00%
400 5,000
Go to detail
10.00%
-
200 -
0.00%
Jan
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 1
GSD IPE 1
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD IPE 2
Hyperlink GSD 2 Hyperlink GSD 3 Volume
Hyperlink GSD 4
1,400 1,200 1,000 800 Volume 600 400 200 Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD IPE 3
Hyperlink IPE 1
Screen title and heading: Efficiency summary for GSD – Internal Process Perspective Description of hyperlinks Name of hyperlink
the Title of the link
Destination link
of
the
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Hyperlink GSD 4
Employee detail
Hyperlink IPE 1
Click here for SL detail
and
Learning
perspective Empdetail_GSD.html Pro_Eff_SL_GSD.html
Description of objects Name of Title of Description the object the object object GSD IPE1
Utilization and billable population %
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
of
the Parameters of the object
Column and line chart X-Axis – All the months till representing monthly current in current FY utilization and billable Primary Y-axis – Columns population ratio for Draft/Issue Uncontrolled if Copy/Printed
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GSD
GSD IPE2
GSD IPE3
representing utilization %
Secondary Y-axis – Line chart representing billable population as percentage of total population in GSD Leverage Column chart X-Axis – All the months till ratio in representing monthly current month in current FY GSD leverage ratio in GSD Y-axis – Leverage ratio in GSD plotted as columns Current Column chart X-Axis – All current designations pyramid representing current in GSD, e.g. Associate, Cons, Sr. structure in pyramid structure in Cons, etc GSD GSD Y-Axis – No. of associates in each designation plotted as columns
Screen GSD 13: Pro_Eff_SL_GSD.html
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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25,000
Volume
60.00% 1,400
50.00%
20,000
1,200 40.00%
15,000 30.00% 10,000
1,000 Revenue
800
GM%
Volume 600
20.00%
400 5,000
Go to detail
10.00%
-
200 -
0.00%
Jan
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 1
Feb
GSD IPE_SL 1
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD IPE_SL 2
Hyperlink GSD 2 Hyperlink GSD 3 Volume
Hyperlink GSD 4
Volume
1,400
1,400
1,200
1,200
1,000
1,000
800
800 Volume
Volume
600
600
400
400
200
200
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
GSD IPE_SL 3
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD IPE_SL 4
Volume
Volume
1,400
1,400
1,200
1,200
1,000
1,000
800
800 Volume
Volume
600
600
400
400
200
200
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
GSD IPE_SL 5
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD IPE_SL 6
Volume
Volume
1,400
1,400
1,200
1,200
1,000
1,000
800
800 Volume
Volume
600
600
400
400
200
200
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
GSD IPE_SL 7
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD IPE_SL 8
Screen title and heading: SL detail – Efficiency – GSD Internal Process Perspective Description of hyperlinks Name of hyperlink
the Title of the link
Destination link
of
the
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Hyperlink GSD 4
Employee detail
and
Learning
perspective Empdetail_GSD.html
Description of objects Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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Name of Title of Description the object the object object GSD IPE_SL1
Utilization and billable population % for each SL
the Parameters of the object
Column and line chart representing current month utilization and billable population ratio for each SL in GSD
X-Axis – All the SL Primary Y-axis – Columns representing utilization %
Secondary Y-axis – Line chart representing billable population as percentage of total population for each SL in GSD Leverage Column chart X-Axis – All the months till ratio in representing current current month in current FY GSD month leverage ratio Y-axis – Leverage ratio for each for each SL in GSD SL in GSD plotted as columns
GSD IPE_SL2
GSD IPE_SL3 GSD IPE_SL8
of
Current – pyramid structure for SL
Column charts X-Axis – All current designations representing current in GSD, e.g. Associate, Cons, Sr. pyramid structure for Cons, etc all SL in GSD Y-Axis – No. of associates in each designation for each SL plotted as columns
Screen GSD 14: Pro_Stff_GSD.html
Go to detail
25
Hyperlink GSD 1
15
20
No. of resorcereq. raised No. of requisitions open
10
Hyperlink GSD 2
5
-
Hyperlink GSD 3 Hyperlink GSD 4
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD IPS 1
Screen title and heading: Staffing Efficiency GSD Summary – Internal Process Perspective Description of hyperlinks Name
of
the Title of the link
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
Destination
of
the
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hyperlink
link
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Hyperlink GSD 4
Employee detail
and
Learning
perspective Empdetail_GSD.html
Description of objects Name of Title of Description the object the object object GSD IPS1
Resource requisitions raised and open resource requisitions
of
the Parameters of the object
Double column chart representing the raised resource requisitions and open resource requisition for each month
X-Axis – All the months till current month in current FY Y-axis – Double columns representing the following: 1. Raised resource requisitions 2. Open resource requisitions
Screen GSD 15: Pro_Stff_GSD.html
Go to detail Hyperlink GSD 1
Need to think about this one
Hyperlink GSD 2 Hyperlink GSD 3 Hyperlink GSD 4
Screen title and heading: Quality metrics GSD Summary – Internal Process Perspective Description of hyperlinks Name
of
the Title of the link
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
Destination
of
the
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hyperlink
link
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Hyperlink GSD 4
Employee detail
and
Learning
perspective Empdetail_GSD.html
Description of objects Name of Title of Description the object the object object Need think
of
the Parameters of the object
to
Screen GSD 16: Empdetail_GSD.html
25,000
Volume
60.00% 1,400
50.00%
20,000
1,200 40.00%
15,000 30.00% 10,000
Go to detail
1,000 Revenue
800
GM%
Volume 600
20.00%
400 5,000
10.00%
-
200 -
0.00%
Jan
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 1
GSD OL 1
Hyperlink GSD 2 Hyperlink GSD 3
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD OL 2
Hyperlink OL 1
Hyperlink GSD 4
Screen title and heading: Organizational Learning perspective summary for GSD Description of hyperlinks Name of hyperlink
the Title of the link
Destination link
of
the
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Hyperlink GSD 4
Employee detail
and
Learning
Hyperlink OL 1
Click here for SL detail
perspective Empdetail_GSD.html Empdetail_SL_GSD.htm l
Description of objects Name of Title of Description the object the object object GSD OL1
GSD OL2
No. of associates and retention rate
of
the Parameters of the object
Column and line chart representing monthly associate nos. and retention rates for GSD
X-Axis – All the months till current in current FY Primary Y-axis – Columns representing no. of associates in GSD
Secondary Y-axis – Line chart representing retention rate for GSD No. of Column chart X-Axis – All the months till associates representing monthly current month in current FY on the bench nos. in GSD Y-axis – No. of associates on the bench bench in GSD plotted as columns
Screen GSD 17: Empdetail_SL_GSD.html
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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25,000
Volume
60.00% 1,400
50.00%
20,000
1,200 40.00%
15,000 30.00% 10,000
Go to detail
1,000 Revenue
800
GM%
Volume 600
20.00%
400 5,000
10.00%
-
200 -
0.00%
Jan
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 1
GSD OL_SL 1
Hyperlink GSD 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD OL_SL 2
Hyperlink GSD 3 Hyperlink GSD 4
Screen title and heading: SL detail – Organizational Learning perspective – GSD Description of hyperlinks Name of hyperlink
the Title of the link
Destination link
of
the
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Hyperlink GSD 4
Employee detail
and
Learning
perspective Empdetail_GSD.html
Description of objects Name of Title of Description the object the object object GSD OL_SL1
GSD OL2
No. of associates and retention rate for each SL
of
the Parameters of the object
Column and line chart representing current month associate nos. and retention rates for each SL in GSD
X-Axis – All the SL Primary Y-axis – Columns representing no. of associates in each SL
Secondary Y-axis – Line chart representing retention rate for each SL No. of Column chart X-Axis – All the SL associates representing current on the month bench nos. for Y-axis – No. of associates on the bench for each SL plotted as bench for each SL in GSD columns each SL
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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User Requirement Report
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Appendix D: Screen content and Layouts – GBD User This appendix describes the screen content and layouts for all the screens mentioned for Head GBD earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: GBD Screen GBD1: Homepage_GBD.html
Go to detail
Need to decide what information goes on the homepage dashboard
Hyperlink GBD 1 Hyperlink GBD 2 Hyperlink GBD 3 Hyperlink GBD 4
Screen title and heading: Summary dashboard for Head GBD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal Process perspective detail
Prodetail_GBD.html
Hyperlink GBD 4
Employee and Learning perspective Empdetail_GBD.html detail
Description of objects Name of Title of Description the object the object object
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
of
the Parameters of the object
Draft/Issue Uncontrolled if Copy/Printed
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Need define
User Requirement Report
to
Screen GBD2: Findetail_GBD.html
Volume
25
1,400
20
1,200 15
1,000 800
Go to detail
No. of resorce req. raised No. of requisitions open
10
Volume 600 400
5
200 -
Hyperlink GBD 1
-
Jan
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
GBD F1
Hyperlink GBD 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Dec
GBD F2
Hyperlink GBD 3 25,000
Hyperlink GBD 4
Volume
60.00% 1,400
50.00%
20,000
1,200 40.00%
Need to define
15,000
30.00%
10,000
1,000 Revenue
800
GM%
Volume 600
20.00%
400
5,000
10.00%
-
200
0.00%
-
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan
GBD F3
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD F4
Volume 1,400 1,200 1,000
GM 42%
800
Project costs 48%
Volume 600 400
GSD mgmt costs 4%
200
SL OH costs 6%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD F5
GBD F6
Hyperlink GBD F1
Screen title and heading: Financial perspective summary – Head GBD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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Hyperlink GBD 3
Internal Process perspective detail
Prodetail_GBD.html
Hyperlink GBD 4
Employee and Learning perspective Empdetail_GBD.html detail
Hyperlink GBD F1
Click here for IL detail
Findetail_IL_GBD.html
Description of objects Name of Title of Description the object the object object
of
GBD F1
chart X-Axis – Months (Jan till current monthly month in curr FY)
GBD F2
Revenues
Column representing revenues
the Parameters of the object
Budget vs. Double column chart actual costs representing monthly for GBD budget vs. actual costs for the GBD function
Primary Y-axis – Revenue in ‘000 USD plotted as columns X-Axis – Months (Jan till current month in curr FY) Primary Y-axis – Double columns representing the following parameters: Actual costs for GBD in ‘000 USD and budgeted costs for GBD in ‘000 USD
GBD F3
Pipeline and backlog information
Need to define
GBD F4
Revenue forecast
Column chart X-Axis – Months (Current month representing revenue in curr FY till the next 12 forecast for the next months in the future) 12 months Primary Y-axis – Revenue forecast in ‘000 USD plotted as columns
GBD F5
Accounts receivables (DSO)
Column chart X-Axis – Months (Jan till current representing account month in curr FY) receivables trend Primary Y-axis – Accounts receivables in DSO plotted as columns
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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GDB F6
User Requirement Report
Accounts receivables – ageing
Pie chart representing Pie chart with the following aging information for parameters – AR <=45 days, accounts receivables 45-60 days, 60-90 days and >90 days
Screen GBD3: Findetail_IL_GBD.html
Volume
25
1,400
20
1,200 15
1,000 800 Volume
Go to detail
No. of resorce req. raised No. of requisitions open
10
600 400
5
200 -
Hyperlink GBD 1
-
Jan
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
GBD F_IL1
Hyperlink GBD 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Dec
GBD F_IL2
Hyperlink GBD 3 25,000
Hyperlink GBD 4
60.00% 50.00%
20,000
40.00%
Need to define
15,000
30.00%
10,000
Revenue GM%
20.00% 5,000
10.00%
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GBD F_IL3
Volume 1,400 1,200 1,000
GM 42%
800
Project costs 48%
Volume 600 400
GSD mgmt costs 4%
200
SL OH costs 6%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD F_IL4
Hyperlink GBD F_IL1
GBD F_IL5
Hyperlink GBD F_IL2
Screen title and heading: IL detail (current month) – Financial perspective – GBD Description of hyperlinks Name of hyperlink
the Title of the link
Hyperlink GBD 1 Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Financial perspective detail Draft/Issue Uncontrolled if Copy/Printed
Destination link
of
the
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Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal Process perspective detail
Prodetail_GBD.html
Hyperlink GBD 4
Employee and Learning perspective Empdetail_GBD.html detail
Hyperlink F_IL1
GBD Click here for IL-wise account detail
Findetail_IL_AC_GBD.ht ml
Hyperlink F_IL2
GBD Click here for historical IL detail
Findetail_IL_hist_GBD.h tml
Description of objects Name of Title of Description the object the object object
of
the Parameters of the object
GBD F_IL1
IL Revenues
Column chart X-Axis – All IL representing current Primary Y-axis – IL-wise revenue month IL revenues for current month in ‘000 USD plotted as columns
GBD F_IL2
Current month budget vs. actual costs for IL
Double column chart representing current month budget vs. actual costs for the IL within GBD
GBD F_IL3
Pipeline and backlog information for each IL
Need to define
GBD F_IL4
Accounts receivables by IL (DSO)
Column chart X-Axis – All IL representing end of Y-axis – Accounts current month account Primary receivables for each IL receivables in DSO plotted as columns for each IL
GDB F_IL5
Accounts
Pie chart representing Pie chart with the following
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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X-Axis – All IL Primary Y-axis – Double columns representing the following parameters: Current month actual costs for each IL in ‘000 USD and current month budgeted costs for each IL in ‘000 USD
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receivables contribution of IL to parameters – Proportion of IL– age risk AR greater than 90 wise contribution towards AR by IL days more than 90 days
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Screen GBD4: Findetail_IL_AC_GBD.html Hyperlink GBD F_IL_AC1
Hyperlink GBD F_IL_AC2 Hyperlink GBD F_IL_AC3
Hyperlink GBD F_IL_AC4
Hyperlink GBD F_IL_AC5 Hyperlink GBD F_IL_AC6
Go to detail Hyperlink GBD 1 Hyperlink GBD 2
Industry line 1 (Tag) Volume 1,400
Hyperlink GBD 3
1,200 1,000 800 Volume
Hyperlink GBD 4
600 400 200 Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD F_IL_AC1 Volume 1,400 1,200
GM 42%
1,000 800
Project costs 48%
Volume 600 400
GSD mgmt costs 4%
200
SL OH costs 6%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD F_IL_AC2
GBD F_IL_AC3
Repeat above graphs for IL 2-5 in this space Industry line 6 (Tag) Volume 1,400 1,200 1,000 800 Volume 600 400 200 Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD F_IL_AC1 Volume 1,400 1,200
GM 42%
1,000 800
Project costs 48%
Volume 600 400
GSD mgmt costs 4%
200
SL OH costs 6%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD F_IL_AC2
GBD F_IL_AC3
Hyperlink GBD F_IL_AC7
Screen title and heading: perspective – GBD
Account-wise detail (current month) – Financial
Description of hyperlinks Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Name of hyperlink
User Requirement Report
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal Process perspective detail
Prodetail_GBD.html
Hyperlink GBD 4
Employee and perspective detail
Learning Empdetail_GBD.html
Hyperlink F_IL_AC1 – F_IL_AC6
GBD IL name GBD
Industry line 1 to industry line 6 tags on the same page
Hyperlink F_IL_AC7
GBD Click here for historical AC detail
Findetail_IL_AC_hist_GBD.h tml
Description of objects Name of Title of Description the object the object object GBD F_IL_AC1
Accountwise Revenues
of
the Parameters of the object
Column chart representing current month account-wise revenues for the particular IL
X-Axis – All accounts in that IL Primary Y-axis – Account-wise revenue for current month in ‘000 USD plotted as columns
(for tags)
all
GBD F_IL_AC2
Accounts receivables by account all (DSO)
Column chart representing end of current month account receivables for all accounts in the IL
X-Axis – All accounts in that IL
Accounts receivables – age risk all by account
Pie chart representing contribution of accounts to AR greater than 90 days in that IL
Pie chart with the following parameters – Proportion of ACwise contribution towards AR more than 90 days in that IL
(for tags) GDB F_IL_AC3 (for tags)
Primary Y-axis – Accounts receivables in DSO plotted as columns for each account
Screen GBD5: Findetail_IL_hist_GBD.html
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Go to detail Need to define
Hyperlink GBD 1 Hyperlink GBD 2 Hyperlink GBD 3 Hyperlink GBD 4
Screen title and heading: Historical IL detail – Financial perspective – GBD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal detail
Hyperlink GBD 4
Employee and perspective detail
Process
perspective Prodetail_GBD.html Learning Empdetail_GBD.html
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GBD6: Findetail_IL_AC_hist_GBD.html
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Go to detail Need to define
Hyperlink GBD 1 Hyperlink GBD 2 Hyperlink GBD 3 Hyperlink GBD 4
Screen title and heading: Historical AC detail – Financial perspective – GBD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal detail
Hyperlink GBD 4
Employee and perspective detail
Process
perspective Prodetail_GBD.html Learning Empdetail_GBD.html
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GBD7: Custdetail_GBD.html
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Volume
25,000
1,400
60.00% 50.00%
20,000
1,200
Go to detail
40.00%
1,000
15,000 30.00%
800 Volume
10,000
600 400
Hyperlink GBD 1
Revenue GM%
20.00% 5,000
10.00%
200 -
Jan
Hyperlink GBD 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD C1
Hyperlink GBD 3
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GBD C2
Hyperlink GBD 4 25,000
60.00% 50.00%
20,000
40.00% 15,000 30.00% 10,000
Revenue GM%
20.00% 5,000
10.00%
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GBD C2
Screen title and heading: Customer perspective summary – Head GBD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal detail
Hyperlink GBD 4
Employee and perspective detail
Process
perspective Prodetail_GBD.html Learning Empdetail_GBD.html
Description of objects Name of Title of Description the object the object object
of
the Parameters of the object
GBD C1
Customer satisfaction score
Column chart X-Axis – All accounts representing account wise customer Primary Y-axis – Account-wise customer satisfaction scores satisfaction score plotted as columns
GBD C2
Existing clients
Column and double X-axis – Months (All months till line chart representing
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information
GBD C3
the following information – No. of active clients, client retention rate and repeat business %
current month in current FY) Primary Y-axis – No. of active clients plotted as columns
Secondary Y-axis – Two line for the following parameters: 1. Client retention rate monthly 2. Repeat business rate monthly New client Column and line chart X-axis – Months (All months till information representing no. of current month in current FY) new clients added and % YTD revenues from Primary Y-axis – No. of new clients added plotted as new clients columns Secondary Y-axis %YTD revenues each month from new clients plotted as a line
Screen GBD8: Prodetail_GBD.html
Volume
25
1,400
20
1,200
Go to detail Hyperlink GBD 1
1,000
15 Volume
600
5 200
Jan
Hyperlink GBD 3
No. of requisitions open
10
400
-
Hyperlink GBD 2
No. of resorcereq. raised
800
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
-
Dec
Jan
GBD IP1
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD IP2
Hyperlink GBD 4 Hyperlink GBD IP1
Screen title and heading: Internal process perspective summary – Head GBD Description of hyperlinks Name of hyperlink
the Title of the link
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
Destination of the link
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Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal detail
Hyperlink GBD 4
Employee and perspective detail
Hyperlink GBD IP1
Click here for IL detail
Process
perspective Prodetail_GBD.html Learning Empdetail_GBD.html Prodetail_IL_GBD.html
Description of objects Name of Title of Description the object the object object
of
the Parameters of the object
GBD IP1
Utilization
Column chart X-Axis – Months (all months till representing overall current month in current FY) GSD utilization by Primary Y-axis – Monthly GSD month utilization plotted as columns
GBD IP2
Billing rates
Double column and line chart representing monthly onsite, offshore and blended billing rates
X-axis – Months (all months till current month in current FY) Primary Y-axis – Monthly onsite and offshore billing rates plotted as columns Secondary Y-axis – Monthly blended billing rate plotted as a line
Screen GBD9: Prodetail_IL_GBD.html
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Hyperlink GBD IP_IL1
Hyperlink GBD IP_IL2
Hyperlink GBD IP_IL3
Hyperlink GBD IP_IL4
Hyperlink GBD IP_IL5
Hyperlink GBD IP_IL6
Go to detail Hyperlink GBD 1 Hyperlink GBD 2
Industry line1 (tag) 25
Hyperlink GBD 3
20
15
Hyperlink GBD 4
No. of resorcereq. raised No. of requisitions open
10
5
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD IP_IL1
Insert similar graph as above for IL2-5 Industry line6 (tag) 25
20
15
No. of resorcereq. raised No. of requisitions open
10
5
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD IP_IL1
Screen title and heading: IL detail – Internal process perspective – GBD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal detail
Hyperlink GBD 4
Employee and perspective detail
Hyperlink
Names of all the industry lines
Process
perspective Prodetail_GBD.html Learning Empdetail_GBD.html
GBD IP_IL1 – GBD IP_IL6
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Respective IL tags on the same page
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Description of objects Name of Title of Description the object the object object GBD IP_IL1
Billing rates
of
the Parameters of the object
Double column and line chart representing monthly onsite, offshore and blended billing rates for the particular IL
X-axis – Months (all months till current month in current FY) Primary Y-axis – Monthly onsite and offshore billing rates plotted as columns for that IL Secondary Y-axis – Monthly blended billing rate plotted as a line for that IL
Screen GBD10: Empdetail_GBD.html
25,000
60.00% 50.00%
20,000
40.00%
Go to detail
15,000 30.00% 10,000
Revenue GM%
20.00%
Hyperlink GBD 1
5,000
10.00%
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GBD 2
GBD E1
Hyperlink GBD 3 Hyperlink GBD 4
Screen title and heading: Employee perspective – GBD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal detail
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Process
perspective Prodetail_GBD.html
Draft/Issue Uncontrolled if Copy/Printed
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Hyperlink GBD 4
Employee and perspective detail
Learning Empdetail_GBD.html
Description of objects Name of Title of Description the object the object object GBD E1
Employee nos. and retention rate
of
the Parameters of the object
Column and line chart X-axis – Months (all months till representing current month in current FY) employee information Primary Y-axis – Monthly no. of for GBD associates in GBD plotted as columns Secondary Y-axis – Monthly retention rate in GBD plotted as a line
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Appendix E: Screen content and Layouts – CFO User This appendix describes the screen content and layouts for all the screens mentioned for CFO earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: Head CFO Screen CFO 1: Homepage_CFO.html
Go to detail
Need to define
Hyperlink CFO 1 Hyperlink CFO 2 Hyperlink CFO 3 Hyperlink CFO 4
Screen title and heading: Summary dashboard for CFO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink CFO 1
Financial perspective detail
Findetail_CFO.html
Hyperlink CFO 2
Customer perspective detail
Custdetail_CFO.html
Hyperlink CFO 3
Internal Process perspective detail
Prodetail_CFO.html
Hyperlink CFO 4
Employee and Learning perspective Empdetail_CFO.html detail
Description of objects Name of Title of Description the object the object object Need
of
the Parameters of the object
to
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define
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Screen CFO 2: Findetail_CFO.html 25,000
60.00%
25
50.00%
20,000
20
40.00% 15,000
15
Revenue
30.00%
Go to detail
5
10.00%
-
0.00%
-
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink CFO 1
Jan
CFO F1
Hyperlink CFO 4
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F2
Hyperlink CFO 2 Hyperlink CFO 3
No. of requisitions open
10
20.00% 5,000
No. of resorce req. raised
GM%
10,000
This month’s performance 25
20
15
GM 42%
No. of resorce req. raised
Project costs 48%
No. of requisitions open
10
5
SL OH costs 6%
GSD mgmt costs 4%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F3
CFO F4
Hyperlink CFO F1
Hyperlink CFO F2
Hyperlink CFO F3
Volume 1,400 1,200 1,000
GM 42%
800
Project costs 48%
Volume 600 400
GSD mgmt costs 4%
200
SL OH costs 6%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F5
CFO F6
Volume
25,000
60.00%
1,400
50.00%
20,000
1,200
40.00%
1,000
15,000 30.00%
800 Volume
Need to define
600 400
10,000
5,000 Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
GM%
10.00%
200
Jan
Revenue
20.00%
Oct
Nov
Dec
CFO F7
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CFO F8
CFO F9
Screen title and heading: Financial perspective summary for CFO Description of hyperlinks Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Name of hyperlink
User Requirement Report
the Title of the link
Destination link
of
the
Hyperlink CFO 1
Financial perspective detail
Findetail_CFO.html
Hyperlink CFO 2
Customer perspective detail
Custdetail_CFO.html
Hyperlink CFO 3
Internal Process perspective detail
Prodetail_CFO.html
Hyperlink CFO 4
Employee detail
and
Learning
perspective Empdetail_CFO.html
Hyperlink F1
CFO Click here for SL detail for current Findetail_SL_CFO.html month
Hyperlink F2
CFO Click here for AC detail for current month
Findetail_AC_CFO.html
Description of objects Name of Title of Description the object the object object CFO F1
of
the Parameters of the object
Revenue Column and line chart X-Axis – Months (Jan till current and Net representing monthly month in curr FY) profit revenue and net profit Primary Y-axis – Revenue in ‘000 USD plotted as columns Secondary Y-axis – Net profit in % plotted as a line
CFO F2
CFO F3
Costs information
Current month financials
Double column chart representing monthly costs of revenue and SGA costs. (Should budgets also be incorporated?)
X-Axis – Months (Jan till current month in curr FY) Primary Y-axis – The following two parameters plotted as columns for each month
1. Cost of revenues in ‘000 USD 2. SGA costs in ‘000 USD Double column chart X-Axis – The following representing current parameters: Revenue, GM, EBIT month financials and net profit Primary Y-axis – Values (budget and actuals) in ‘000 USD
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CFO F4
Percentage 3D Pie-chart Pie chart plotting the following break of representing parameters for current month: financials percentage break of GM, EBIT and net profit all a financials percentage of revenue
CFO F5
DSO trend
Column representing DSO
chart X-axis: Months (all months till monthly current month in current FY) Y-axis: Monthly DSO plotted as columns
Pie chart representing Pie chart with the following ageing information on parameters: Proportion of AR <=45 days, 45-60 days, 60-90 accounts receivables days and more than 90 days Need to define
CFO F6
AR ageing
CFO F7
Backlog and pipeline information
CFO F8
Revenue Column and line chart and margin representing monthly forecast revenue and margin forecast for the future 12 months
X-axis: Months (current month till the future 12 months) Primary Y-axis: Revenue forecast in ‘000 USD plotted as columns Secondary Y-axis: Margin forecast in % plotted as a line
CFO F9
Variance analysis
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Table of monthly The table has the following parameters: variance analysis Column 1: Months (all months till current month in current FY) Column 2: Following parameters for each month: Revenue, GM, SGA costs, Net profit Column 3: Budget nos. for each parameter in Col 2 Column 4: Actual nos. for each parameter in Col 2 Column 5: Variance nos. w.r.t. budget for each parameter in Col 2 Column 6: Forecast nos. for each parameter in Col 2 Draft/Issue Uncontrolled if Copy/Printed
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Column 7: Actual nos. for each parameter in Col 2 Column 8: Variance nos. w.r.t. forecast for each parameter in Col 2
Screen CFO 3: Findetail_SL_CFO.html
25,000
20,000
60.00%
25,000
50.00%
20,000
15,000
Go to detail
30.00% 10,000
50.00%
15,000
Revenue
30.00%
GM%
10,000
5,000
-
0.00%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink CFO 2
GM%
10.00%
10.00%
-
Revenue
20.00%
20.00% 5,000
Hyperlink CFO 1
60.00%
40.00%
40.00%
CFO F_SL1
CFO F_SL2
Hyperlink CFO 3 Hyperlink CFO 4
Hyperlink CFO F_SL1
CFO F_SL3
Screen title and heading: Service line detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink CFO Financial perspective detail 1
Findetail_CFO.html
Hyperlink CFO Customer perspective detail 2
Custdetail_CFO.html
Hyperlink CFO Internal Process perspective detail 3
Prodetail_CFO.html
Hyperlink CFO Employee Version 0.1, 02/Jul/2003 2001 Viker Incorporated
and
Learning
of
the
perspective Empdetail_CFO.html
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4
detail
Hyperlink F_SL1
Click here for historical SL detail
Fin_SL_hist_CFO.html
Description of objects Name of Title of Description the object the object object CFO F_SL1
of
the Parameters of the object
Revenue Column and line chart X-Axis – All the current SL and GM for representing current each SL month revenue and Primary Y-axis – Revenue in ‘000 USD plotted as columns GM for each SL Secondary Y-axis – GM in % plotted as a line
CFO F_SL2
How the costs eat into revenues for each SL
Stacked column representing current month project direct costs, SL OH and bench costs and SL gross margin for each SL
X-Axis – All the current SL Primary Y-axis – The following four parameters plotted as a stacked column chart, all in ‘000 USD 1. Lowest stack: Project direct costs 2. Next higher stack: SL OH and bench costs 3. Highest margin
CFO F_SL3
Variance Table of analysis for analysis current month
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
stack:
SL
gross
variance The table has the following parameters: Column 1: SL name for all SL Column 2: Following parameters for each SL: Revenue, Total cost, GM, GM% Column 3: Budget nos. for each parameter in Col 2 Column 4: Actual nos. for each parameter in Col 2 Column 5: Variance nos. w.r.t. budget for each parameter in Col 2 Column 6: Forecast nos. for
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each parameter in Col 2 Column 7: Actual nos. for each parameter in Col 2 Column 8: Variance nos. w.r.t. forecast for each parameter in Col 2
Screen CFO 4: Findetail_AC_CFO.html
25,000
20,000
60.00%
25,000
50.00%
20,000
15,000
Go to detail
30.00% 10,000
50.00%
15,000
Revenue
30.00%
GM%
10,000
5,000
10.00%
10.00%
-
-
0.00%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink CFO 2
Revenue GM%
20.00%
20.00% 5,000
Hyperlink CFO 1
60.00%
40.00%
40.00%
CFO F_AC1
CFO F_AC2
Hyperlink CFO 3 Hyperlink GSD 4
Hyperlink F_AC1
Screen title and heading: Account-wise detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink CFO Financial perspective detail 1
Findetail_CFO.html
Hyperlink CFO Customer perspective detail 2
Custdetail_CFO.html
Hyperlink CFO Internal Process perspective detail 3
Prodetail_CFO.html
Hyperlink CFO Employee Version 0.1, 02/Jul/2003 2001 Viker Incorporated
and
Learning
of
the
perspective Empdetail_CFO.html
Draft/Issue Uncontrolled if Copy/Printed
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4
detail
Hyperlink F_AC1
Click here for historical SL detail
Fin_AC_hist_CFO.html
Description of objects Name of Title of Description the object the object object CFO F_AC1
of
the Parameters of the object
Revenue Column and line chart X-Axis – All the current AC and GM for representing current each AC month revenue and Primary Y-axis – Revenue in ‘000 USD plotted as columns GM for each AC Secondary Y-axis – GM in % plotted as a line
CFO F_AC2
How the costs eat into revenues for each AC
Stacked column chart representing current month project direct costs, and gross margin for each account
X-Axis – All the current SL Primary Y-axis – The following four parameters plotted as a stacked column chart, all in ‘000 USD 1. Lowest stack: Project direct costs 2. Highest margin
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
stack:
AC
gross
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Screen CFO 5: Findetail_FN_CFO.html
25
25
20
20
15
Go to detail Hyperlink CFO 1
No. of resorce req. raised No. of requisitions open
10
15
No. of resorce req. raised No. of requisitions open
10
5
5
-
Jan
Hyperlink CFO 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
CFO F_SN1
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F_SN2
Hyperlink CFO 3 Hyperlink GSD 4
25
25
20
20
15
No. of resorce req. raised No. of requisitions open
10
15
No. of resorce req. raised No. of requisitions open
10
5
5
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
CFO F_SN3
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F_SN4
25
25
20
20
15
15
No. of resorce req. raised No. of requisitions open
10
No. of resorce req. raised No. of requisitions open
10
5
5
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
CFO F_SN5
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F_SN6
25
25
20
20
15
No. of resorce req. raised No. of requisitions open
10
15
No. of resorce req. raised No. of requisitions open
10
5
5
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F_SN7
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F_SN8
Screen title and heading: Function-wise detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink CFO Financial perspective detail 1
Findetail_CFO.html
Hyperlink CFO Customer perspective detail
Custdetail_CFO.html
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
of
the
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2 Hyperlink CFO Internal Process perspective detail 3 Hyperlink CFO Employee 4 detail Hyperlink F_AC1
and
Learning
Prodetail_CFO.html
perspective Empdetail_CFO.html
Click here for historical SL detail
Fin_AC_hist_CFO.html
Description of objects Name of Title of the Description the object object object CFO F_SN1 – Costs trend CFO F_SN8 information for each function
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
of
the Parameters of the object
Double column and line chart representing monthly costs (actual and forecasted and as % of revenue)
X-Axis – Months (all months till current month in current FY)
Primary Y-axis – Costs (actual and forecasted) The following functions plotted as columns are covered: Office of the CEO, GSD, GBD, Secondary Y-axis – Actual GFA, GIT, GAP, GPR, costs as a percent of revenue GBA
Draft/Issue Uncontrolled if Copy/Printed
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Screen CFO 6: Findetail_SL_hist_CFO.html
Service line
Metric
Business Intelligence
Go to detail Hyperlink CFO 1 Credit Services - V+
Hyperlink CFO 2 Hyperlink CFO 3 Hyperlink CFO 4
Distributed
M/M
Project Management
Testing
Jan
Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin
Feb
Mar
Q1 - Qtd
528,038 9,239 203,824 213,063 314,974 60% 42,353 18,093 254,528 48.2%
397,386 4,012 179,641 183,653 213,734 54% 38,062 13,206 162,466 40.9%
455,525 762 183,681 184,444 271,081 60% 39,417 20,459 211,205 46.4%
1,346,512 20,185 496,111 516,296 830,216 62% 41,366 61,101 727,749 54.0%
-24.74% -56.58% 997,408 17,080 479,983 497,063 500,345 50% 26,776 59,587 413,982 41.5%
14.63% -81.00% 2,592,340 49,744 578,430 628,174 1,964,166 76% 33,427 65,396 1,865,344 72.0%
1,823,480 125,037 1,100,382 1,225,419 598,062 33% 102,429 95,747 399,886 21.9%
-25.93% -15.38% 2,275,600 79,764 1,056,237 1,136,001 1,139,599 50% 89,703 68,207 981,690 43.1%
159.91% 191.24% 2,547,139 40,572 1,176,262 1,216,834 1,330,305 52% 63,421 78,138 1,188,746 46.7%
1,337,333 21,933 525,964 547,897 789,436 59% 45,928 36,053 707,455 52.9%
24.79% -36.21% 1,260,305 36,358 514,480 550,838 709,467 56% 35,534 26,470 647,463 51.4%
11.93% -49.14% 2,080,154 12,792 572,365 585,157 1,494,996 72% 38,223 31,977 1,424,797 68.5%
-5.76% 65.77%
65.05% -64.82%
0% 11,020
0% 16,340
0% 12,273
(11,020) #DIV/0!
(16,340) #DIV/0!
(12,273) #DIV/0!
136,293 5,591 39,615 45,206 91,087 67% 12,444 716 77,927
0.00% 0.00% 115,587 176 32,859 33,036 82,551 71% 29,784 1,004 51,763
0.00% 0.00% 125,867 39,831 39,831 86,036 68% 24,472 495 61,069
Apr
1,380,948 14,014 567,146 581,160 799,789 58% 119,831 51,759 628,199 45.5%
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
4,936,260 87,009 1,554,523 1,641,532 3,294,727 67% 101,569 186,084 3,007,074 60.9%
0.08% 391.31% 1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
6,646,220 245,373 3,332,881 3,578,254 3,067,966 46% 255,552 242,092 2,570,322 38.7%
-26.79% -74.42% 2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
4,677,792 71,084 1,612,809 1,683,892 2,993,899 64% 119,685 94,499 2,779,715 59.4%
-2.24% 80.01% 1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
0% 39,633 (39,633) #DIV/0!
-20.07% 78.89% 6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
377,747 5,768 112,306 118,073 259,673 69% 66,699 2,214 190,760
0.00% 0.00% 155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
May
Jun
Q2 - QTD
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
CFO F_SL_H1
Screen title and heading: Service line historical detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink CFO Financial perspective detail 1
Findetail_CFO.html
Hyperlink CFO Customer perspective detail 2
Custdetail_CFO.html
Hyperlink CFO Internal Process perspective detail 3
Prodetail_CFO.html
Hyperlink CFO Employee Version 0.1, 02/Jul/2003 2001 Viker Incorporated
and
Learning
of
the
perspective Empdetail_CFO.html
Draft/Issue Uncontrolled if Copy/Printed
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detail
Description of objects Name of Title of Description of the Parameters of the object the object the object object CFO F_SL_H1
SL historical financial detail
Table representing Column 1: SL (All SL) historical financial Column 2: The following detail for each SL parameters for each SL 8. SL Revenue 9. SL Project direct costs 10.SL Project GM 11.SL Project GM% 12.SL OH and bench costs 13.SL GM 14.SL GM% Column 3 onwards: All months till current month in the current FY
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Screen CFO 7: Findetail_AC_hist_CFO.html
Service line
Metric
Business Intelligence
Go to detail Hyperlink CFO 1 Credit Services - V+
Hyperlink CFO 2 Hyperlink CFO 3 Hyperlink CFO 4
Distributed
M/M
Project Management
Testing
Jan
Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin
Feb
Mar
Q1 - Qtd
528,038 9,239 203,824 213,063 314,974 60% 42,353 18,093 254,528 48.2%
397,386 4,012 179,641 183,653 213,734 54% 38,062 13,206 162,466 40.9%
455,525 762 183,681 184,444 271,081 60% 39,417 20,459 211,205 46.4%
1,346,512 20,185 496,111 516,296 830,216 62% 41,366 61,101 727,749 54.0%
-24.74% -56.58% 997,408 17,080 479,983 497,063 500,345 50% 26,776 59,587 413,982 41.5%
14.63% -81.00% 2,592,340 49,744 578,430 628,174 1,964,166 76% 33,427 65,396 1,865,344 72.0%
1,823,480 125,037 1,100,382 1,225,419 598,062 33% 102,429 95,747 399,886 21.9%
-25.93% -15.38% 2,275,600 79,764 1,056,237 1,136,001 1,139,599 50% 89,703 68,207 981,690 43.1%
159.91% 191.24% 2,547,139 40,572 1,176,262 1,216,834 1,330,305 52% 63,421 78,138 1,188,746 46.7%
1,337,333 21,933 525,964 547,897 789,436 59% 45,928 36,053 707,455 52.9%
24.79% -36.21% 1,260,305 36,358 514,480 550,838 709,467 56% 35,534 26,470 647,463 51.4%
11.93% -49.14% 2,080,154 12,792 572,365 585,157 1,494,996 72% 38,223 31,977 1,424,797 68.5%
-5.76% 65.77%
65.05% -64.82%
0% 11,020
0% 16,340
0% 12,273
(11,020) #DIV/0!
(16,340) #DIV/0!
(12,273) #DIV/0!
136,293 5,591 39,615 45,206 91,087 67% 12,444 716 77,927
0.00% 0.00% 115,587 176 32,859 33,036 82,551 71% 29,784 1,004 51,763
0.00% 0.00% 125,867 39,831 39,831 86,036 68% 24,472 495 61,069
Apr
1,380,948 14,014 567,146 581,160 799,789 58% 119,831 51,759 628,199 45.5%
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
4,936,260 87,009 1,554,523 1,641,532 3,294,727 67% 101,569 186,084 3,007,074 60.9%
0.08% 391.31% 1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
6,646,220 245,373 3,332,881 3,578,254 3,067,966 46% 255,552 242,092 2,570,322 38.7%
-26.79% -74.42% 2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
4,677,792 71,084 1,612,809 1,683,892 2,993,899 64% 119,685 94,499 2,779,715 59.4%
-2.24% 80.01% 1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
0% 39,633 (39,633) #DIV/0!
-20.07% 78.89% 6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
377,747 5,768 112,306 118,073 259,673 69% 66,699 2,214 190,760
0.00% 0.00% 155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
May
Jun
Q2 - QTD
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
CFO F_AC_H1
Screen title and heading: Account-wise historical detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink CFO Financial perspective detail 1
Findetail_CFO.html
Hyperlink CFO Customer perspective detail 2
Custdetail_CFO.html
Hyperlink CFO Internal Process perspective detail 3
Prodetail_CFO.html
Hyperlink CFO Employee Version 0.1, 02/Jul/2003 2001 Viker Incorporated
and
Learning
of
the
perspective Empdetail_CFO.html
Draft/Issue Uncontrolled if Copy/Printed
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detail
Description of objects Name of Title of Description of the Parameters of the object the object the object object CFO F_AC_H1
AC historical financial detail
Table representing Column 1: AC (All AC) historical financial Column 2: The following detail for each parameters for each AC customer 8. AC Revenue 9. AC Project direct costs 10.AC Project GM 11.AC Project GM% 12.AC OH and bench costs 13.AC GM 14.AC GM% Column 3 onwards: All months till current month in the current FY
Screen CFO 7: Custdetail_CFO.html
Go to detail
25,000
20,000
60.00%
25,000
50.00%
20,000
Hyperlink CFO 1
30.00% 10,000
Hyperlink CFO 3
15,000
Revenue GM%
30.00% 10,000
5,000
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CFO C1
GM%
10.00%
10.00%
-
Revenue
20.00%
20.00% 5,000
Hyperlink CFO 2
50.00% 40.00%
40.00% 15,000
60.00%
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CFO C2
Hyperlink CFO 4
Screen title and heading: Customer Perspective summary for CFO Description of hyperlinks Name of the Title of the link Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
Destination
of
the
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hyperlink
link
Hyperlink CFO Financial perspective detail 1
Findetail_CFO.html
Hyperlink CFO Customer perspective detail 2
Custdetail_CFO.html
Hyperlink CFO Internal Process perspective detail 3
Prodetail_CFO.html
Hyperlink CFO Employee 4 detail
and
Learning
perspective Empdetail_CFO.html
Description of objects Name of Title of Description the object the object object CFO C1
No. of active clients and avg. client size
of
the Parameters of the object
Column and line chart X-Axis – All the months till representing monthly current month in current FY no. of active clients Primary Y-axis – No. of active and avg. client size clients plotted as columns Secondary Y-axis – Avg. client size in ‘000 USD, plotted as a line
CFO C2
Client retention and repeat business
Column and line chart X-Axis – All the months till representing monthly current month in current FY client retention and Primary Y-axis – Client retention repeat business rates rate plotted as columns Secondary Y-axis – Avg. client size in ‘000 USD, plotted as a line
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Screen CFO8: Prodetail_CFO.html
Volume
25
1,400
20
1,200
Go to detail
1,000
15
No. of resorcereq. raised
800 Volume
No. of requisitions open
10
600 400
Hyperlink CFO 1
5 200 Jan
Hyperlink CFO 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
-
Dec
Jan
CFO IP1
Hyperlink CFO 3
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO IP2
Hyperlink CFO 4 Volume
Volume 1,400
1,400
1,200
1,200 1,000
1,000
800
800
Volume
Volume 600
600
400
400 200
200
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Jan
Dec
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO IP4
CFO IP3
Screen title and heading: Internal process perspective summary – CFO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink CFO 1
Financial perspective detail
Findetail_CFO.html
Hyperlink CFO 2
Customer perspective detail
Custdetail_CFO.html
Hyperlink CFO 3
Internal detail
Hyperlink CFO 4
Employee and perspective detail
Process
perspective Prodetail_CFO.html Learning Empdetail_CFO.html
Description of objects Name of Title of Description the object the object object CFO IP1
Utilization
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
of
the Parameters of the object
Column chart X-Axis – Months (all months till representing overall current month in current FY) GSD utilization by Primary Y-axis – Monthly GSD month Draft/Issue Uncontrolled if Copy/Printed
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utilization plotted as columns CFO IP2
Billing rates
Double column and line chart representing monthly onsite, offshore and blended billing rates
X-axis – Months (all months till current month in current FY) Primary Y-axis – Monthly onsite and offshore billing rates plotted as columns Secondary Y-axis – Monthly blended billing rate plotted as a line
CFO IP3
Leverage ratio
Column chart X-axis – Months (all months till representing monthly the current month in current FY) overall leverage ratio Y-axis – Overall leverage ratio, trends plotted as columns
CFO IP4
Avg. hourly Column cost per representing associate hourly cost associate
chart X-axis – Months (all months till avg. the current month in the current per FY) Y-axis – Avg. hourly cost per employee plotted as columns
Screen CFO10: Empdetail_CFO.html
25,000
Volume
60.00% 1,400
50.00%
20,000
1,200
Go to detail
40.00% 15,000 30.00% 10,000
1,000 Revenue GM%
20.00%
Hyperlink CFO 1
10.00% 0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink CFO 3
Volume 600 400
5,000
-
Hyperlink CFO 2
800
CFO E1
200 Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO E2
Hyperlink CFO 4
Screen title and heading: Employee perspective – CFO Description of hyperlinks Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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Name of hyperlink
User Requirement Report
the Title of the link
Destination of the link
Hyperlink CFO 1
Financial perspective detail
Findetail_CFO.html
Hyperlink CFO 2
Customer perspective detail
Custdetail_CFO.html
Hyperlink CFO 3
Internal detail
Hyperlink CFO 4
Employee and perspective detail
Process
perspective Prodetail_CFO.html Learning Empdetail_CFO.html
Description of objects Name of Title of Description the object the object object CFO E1
Employee nos. and retention rate
of
the Parameters of the object
Column and line chart X-axis – Months (all months till representing current month in current FY) employee information Primary Y-axis – Monthly no. of for Viker associates in Viker plotted as columns Secondary Y-axis – Monthly retention rate for Viker plotted as a line
CFO E2
HC projections
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Column chart X-axis – Months (all months till representing HC the current month in current FY) projections for the Y-axis – HC projections for the future 12 months future 12 months starting from the current month, plotted as columns
Draft/Issue Uncontrolled if Copy/Printed
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Appendix F: Screen content and Layouts – GPR User This appendix describes the screen content and layouts for all the screens mentioned for GPR earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: Head GPR Screen GPR 1: Homepage_GPR.html
Volume
Volume
1,400
1,400
1,200
1,200
1,000
1,000
800
Go to detail
800 Volume
Volume
600
600
400
400
200
Hyperlink GPR 1
200
-
Jan
Hyperlink GPR 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
GPR H1
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GPR H2
Hyperlink GPR 3
Volume
25
1,400
Hyperlink GPR 4
20
1,200 1,000
15
No. of resorce req. raised
800 Volume 600
No. of requisitions open
10
400
5 200 Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
-
Dec
Jan
GPR H3
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GPR H4
Volume
Volume
1,400
1,400
1,200
1,200
1,000
1,000
800
800 Volume
Volume
600
600
400
400
200
200
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
GPR H5
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GPR H6 Volume
25,000
60.00%
1,400
50.00%
20,000
1,200
40.00%
1,000
15,000 30.00%
800 Volume 600
10,000
Revenue GM%
20.00%
400
5,000
10.00%
200 Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GPR H7
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GPR H8
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Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GPR 1
Financial perspective detail
Findetail_GPR.html
Hyperlink GPR 2
Customer perspective detail
Custdetail_GPR.html
Hyperlink GPR 3
Internal Process perspective detail
Prodetail_GPR.html
Hyperlink GPR 4
Employee and Learning perspective Empdetail_GPR.html detail
Description of objects Name of Title of Description the object the object object
of
the Parameters of the object
GPR H1
Process consulting revenue
Column chart X-Axis – Months (all months till representing monthly the current month in the current revenues from process FY) consulting Y-axis – Revenues from process consulting plotted as columns
GPR H2
Billable QLs
Column chart X-Axis – Months (all months till representing the current month in the current percentage of QL’s FY) billable Y-axis – Percentage of QL’s that are billable plotted as columns
GPR H3
Savings from PI
Column chart X-Axis – Months (all months till representing dollars the current month in the current saved from PI FY) activities Y-axis – $ saved from PI plotted as columns
GPR H4
Process group costs
Double column and X-Axis – Months (all months till line chart representing the current month in the current monthly costs for the FY) Process Group dept Primary Y-axis – Monthly total cost, budget and actual, of the Process Group dept. plotted columns
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Secondary Y-axis – Monthly total actual cost of the Process Group dept. as a percentage of revenue plotted as a line GPR H5
Traceable R/Y projects
Column chart X-Axis – Months (all months till representing monthly the current month in the current R/Y projects that can FY) be traced to QL status Y-axis – Percentage of R/Y projects that can be traced to QL status plotted as columns
GPR H6
% Projects meeting quality goals
Column chart representing percentage of projects meeting their quality goals for that month
X-Axis – The following quality goals – Schedule variance, Effort variance, Productivity, Defect density and Defect removal efficiency Y-axis – Percentage of projects meeting these goals plotted as columns
GPR H7
CMM Status
Stacked column chart X-Axis – Core ACs and all SL representing CMM status at levels 2, 3, 4 Y-axis – Stacked equal columns for Levels 2, 3, 4 and 5. Each and 5 stack can have one of three colors – red, yellow or green depending on the status for that level in that SL/AC
GPR H8
Defect density and productivity changes
Column and line chart representing monthly reduction in post delivery defect density and improvement in productivity
X-Axis – Months (all months till the current month in the current FY) Primary Y-axis – Month on month reduction in post delivery defect density plotted as columns Secondary Y-axis – Month on month improvement in productivity plotted as a line
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Screen GPR 2: Findetail_GPR.html
Go to detail
Need to define
Hyperlink GPR 1 Hyperlink GPR 2 Hyperlink GPR 3 Hyperlink GPR 4
Screen title and heading: Financial dashboard summary – CPrO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GPR 1
Financial perspective detail
Findetail_GPR.html
Hyperlink GPR 2
Customer perspective detail
Custdetail_GPR.html
Hyperlink GPR 3
Internal Process perspective detail
Prodetail_GPR.html
Hyperlink GPR 4
Employee and Learning perspective Empdetail_GPR.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Screen GPR 3: Custdetail_GPR.html
Go to detail
Need to define
Hyperlink GPR 1 Hyperlink GPR 2 Hyperlink GPR 3 Hyperlink GPR 4
Screen title and heading: Financial dashboard summary – CPrO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GPR 1
Financial perspective detail
Findetail_GPR.html
Hyperlink GPR 2
Customer perspective detail
Custdetail_GPR.html
Hyperlink GPR 3
Internal Process perspective detail
Prodetail_GPR.html
Hyperlink GPR 4
Employee and Learning perspective Empdetail_GPR.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Screen GPR 4: Prodetail_GPR.html
Go to detail
Need to define
Hyperlink GPR 1 Hyperlink GPR 2 Hyperlink GPR 3 Hyperlink GPR 4
Screen title and heading: Financial dashboard summary – CPrO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GPR 1
Financial perspective detail
Findetail_GPR.html
Hyperlink GPR 2
Customer perspective detail
Custdetail_GPR.html
Hyperlink GPR 3
Internal Process perspective detail
Prodetail_GPR.html
Hyperlink GPR 4
Employee and Learning perspective Empdetail_GPR.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Go to detail
Need to define
Hyperlink GPR 1 Hyperlink GPR 2 Hyperlink GPR 3 Hyperlink GPR 4
Screen title and heading: Financial dashboard summary – CPrO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GPR 1
Financial perspective detail
Findetail_GPR.html
Hyperlink GPR 2
Customer perspective detail
Custdetail_GPR.html
Hyperlink GPR 3
Internal Process perspective detail
Prodetail_GPR.html
Hyperlink GPR 4
Employee and Learning perspective Empdetail_GPR.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Appendix G: Screen content and Layouts – GAP User This appendix describes the screen content and layouts for all the screens mentioned for GAP earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: Head GAP Screen GAP 1: Homepage_GAP.html
Go to detail Hyperlink GAP 1
Need to define
Hyperlink GAP 2 Hyperlink GAP 3 Hyperlink GAP 4
Screen title and heading: Summary dashboard for GAP Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GAP 1
Financial perspective detail
Findetail_GAP.html
Hyperlink GAP 2
Customer perspective detail
Custdetail_GAP.html
Hyperlink GAP 3
Internal Process perspective detail
Prodetail_GAP.html
Hyperlink GAP 4
Employee and Learning perspective Empdetail_GAP.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Go to detail Hyperlink GAP 1
Need to define
Hyperlink GAP 2 Hyperlink GAP 3 Hyperlink GAP 4
Screen title and heading: Financial dashboard summary – GAP Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GAP 1
Financial perspective detail
Findetail_GAP.html
Hyperlink GAP 2
Customer perspective detail
Custdetail_GAP.html
Hyperlink GAP 3
Internal Process perspective detail
Prodetail_GAP.html
Hyperlink GAP 4
Employee and Learning perspective Empdetail_GAP.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GAP 3: Custdetail_GAP.html
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Go to detail Hyperlink GAP 1
Need to define
Hyperlink GAP 2 Hyperlink GAP 3 Hyperlink GAP 4
Screen title and heading: Financial dashboard summary – GAP Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GAP 1
Financial perspective detail
Findetail_GAP.html
Hyperlink GAP 2
Customer perspective detail
Custdetail_GAP.html
Hyperlink GAP 3
Internal Process perspective detail
Prodetail_GAP.html
Hyperlink GAP 4
Employee and Learning perspective Empdetail_GAP.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GAP 4: Prodetail_GAP.html
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Go to detail Hyperlink GAP 1
Need to define
Hyperlink GAP 2 Hyperlink GAP 3 Hyperlink GAP 4
Screen title and heading: Financial dashboard summary – GAP Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GAP 1
Financial perspective detail
Findetail_GAP.html
Hyperlink GAP 2
Customer perspective detail
Custdetail_GAP.html
Hyperlink GAP 3
Internal Process perspective detail
Prodetail_GAP.html
Hyperlink GAP 4
Employee and Learning perspective Empdetail_GAP.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GAP 5: Empdetail_GAP.html
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Go to detail Hyperlink GAP 1
Need to define
Hyperlink GAP 2 Hyperlink GAP 3 Hyperlink GAP 4
Screen title and heading: Financial dashboard summary – GAP Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GAP 1
Financial perspective detail
Findetail_GAP.html
Hyperlink GAP 2
Customer perspective detail
Custdetail_GAP.html
Hyperlink GAP 3
Internal Process perspective detail
Prodetail_GAP.html
Hyperlink GAP 4
Employee and Learning perspective Empdetail_GAP.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Appendix H: Screen content and Layouts – GIT User This appendix describes the screen content and layouts for all the screens mentioned for GIT earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: Head GIT Screen GIT 1: Homepage_GIT.html
Go to detail Hyperlink GIT 1
Need to define
Hyperlink GIT 2 Hyperlink GIT 3 Hyperlink GIT 4
Screen title and heading: Summary dashboard for GIT Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GIT 1
Financial perspective detail
Findetail_GIT.html
Hyperlink GIT 2
Customer perspective detail
Custdetail_GIT.html
Hyperlink GIT 3
Internal Process perspective detail
Prodetail_GIT.html
Hyperlink GIT 4
Employee and Learning perspective Empdetail_GIT.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Need to define
Hyperlink GIT 2 Hyperlink GIT 3 Hyperlink GIT 4
Screen title and heading: Financial dashboard summary – GIT Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GIT 1
Financial perspective detail
Findetail_GIT.html
Hyperlink GIT 2
Customer perspective detail
Custdetail_GIT.html
Hyperlink GIT 3
Internal Process perspective detail
Prodetail_GIT.html
Hyperlink GIT 4
Employee and Learning perspective Empdetail_GIT.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GIT 3: Custdetail_GIT.html
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Go to detail Hyperlink GIT 1
Need to define
Hyperlink GIT 2 Hyperlink GIT 3 Hyperlink GIT 4
Screen title and heading: Financial dashboard summary – GIT Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GIT 1
Financial perspective detail
Findetail_GIT.html
Hyperlink GIT 2
Customer perspective detail
Custdetail_GIT.html
Hyperlink GIT 3
Internal Process perspective detail
Prodetail_GIT.html
Hyperlink GIT 4
Employee and Learning perspective Empdetail_GIT.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GIT 4: Prodetail_GIT.html
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Go to detail Hyperlink GIT 1
Need to define
Hyperlink GIT 2 Hyperlink GIT 3 Hyperlink GIT 4
Screen title and heading: Financial dashboard summary – GIT Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GIT 1
Financial perspective detail
Findetail_GIT.html
Hyperlink GIT 2
Customer perspective detail
Custdetail_GIT.html
Hyperlink GIT 3
Internal Process perspective detail
Prodetail_GIT.html
Hyperlink GIT 4
Employee and Learning perspective Empdetail_GIT.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GIT 5: Empdetail_GIT.html
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Go to detail Hyperlink GIT 1
Need to define
Hyperlink GIT 2 Hyperlink GIT 3 Hyperlink GIT 4
Screen title and heading: Financial dashboard summary – GIT Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GIT 1
Financial perspective detail
Findetail_GIT.html
Hyperlink GIT 2
Customer perspective detail
Custdetail_GIT.html
Hyperlink GIT 3
Internal Process perspective detail
Prodetail_GIT.html
Hyperlink GIT 4
Employee and Learning perspective Empdetail_GIT.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Appendix I: Screen content and Layouts – GBA User This appendix describes the screen content and layouts for all the screens mentioned for GBA earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: Head GBA Screen GBA 1: Homepage_GBA.html
Go to detail Hyperlink GBA 1
Need to define
Hyperlink GBA 2 Hyperlink GBA 3 Hyperlink GBA 4
Screen title and heading: Summary dashboard for GBA Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBA 1
Financial perspective detail
Findetail_GBA.html
Hyperlink GBA 2
Customer perspective detail
Custdetail_GBA.html
Hyperlink GBA 3
Internal Process perspective detail
Prodetail_GBA.html
Hyperlink GBA 4
Employee and Learning perspective Empdetail_GBA.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Need to define
Hyperlink GBA 2 Hyperlink GBA 3 Hyperlink GBA 4
Screen title and heading: Financial dashboard summary – GBA Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBA 1
Financial perspective detail
Findetail_GBA.html
Hyperlink GBA 2
Customer perspective detail
Custdetail_GBA.html
Hyperlink GBA 3
Internal Process perspective detail
Prodetail_GBA.html
Hyperlink GBA 4
Employee and Learning perspective Empdetail_GBA.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GBA 3: Custdetail_GBA.html
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Need to define
Hyperlink GBA 2 Hyperlink GBA 3 Hyperlink GBA 4
Screen title and heading: Financial dashboard summary – GBA Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBA 1
Financial perspective detail
Findetail_GBA.html
Hyperlink GBA 2
Customer perspective detail
Custdetail_GBA.html
Hyperlink GBA 3
Internal Process perspective detail
Prodetail_GBA.html
Hyperlink GBA 4
Employee and Learning perspective Empdetail_GBA.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GBA 4: Prodetail_GBA.html
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Hyperlink GBA 2 Hyperlink GBA 3 Hyperlink GBA 4
Screen title and heading: Financial dashboard summary – GBA Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBA 1
Financial perspective detail
Findetail_GBA.html
Hyperlink GBA 2
Customer perspective detail
Custdetail_GBA.html
Hyperlink GBA 3
Internal Process perspective detail
Prodetail_GBA.html
Hyperlink GBA 4
Employee and Learning perspective Empdetail_GBA.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GBA 5: Empdetail_GBA.html
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Hyperlink GBA 2 Hyperlink GBA 3 Hyperlink GBA 4
Screen title and heading: Financial dashboard summary – GBA Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBA 1
Financial perspective detail
Findetail_GBA.html
Hyperlink GBA 2
Customer perspective detail
Custdetail_GBA.html
Hyperlink GBA 3
Internal Process perspective detail
Prodetail_GBA.html
Hyperlink GBA 4
Employee and Learning perspective Empdetail_GBA.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Document Control DOCUMENT NAME
User Requirement Report – Metrics and MIS Project
ABSTRACT
The purpose of this document is to provide the requirements for the metrics and MIS program in Viker
SECURITY CLASSIFICATION
Company Confidential
LOCATION
Project Work Room
KGM VERSION NO:
1.0 Issue
AUTHORISATION Document Owner Aparna Lanjewar
Reviewed By
Katre,
Authorized By
Rahul Global Leadership
Global Leadership
AMENDMENT LOG Version
0.1 Draft
Date dd yyyy
Section mmm
02 2003
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
DCR number
AUG
A/M/D
Brief Description of Change
Document creation
Draft/Issue Uncontrolled if Copy/Printed
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User Requirement Report Version : 0.1 Draft Date : 02 AUG 2003
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User Requirement Report
Contents
Introduction...................................................................................................................... ..........4 Requirement Specifications............................................................................................. .........6 Sources of Business Knowledge ................................................................................. ........11 Specific Requirements / Need Analysis...................................................... ...........................11 Project Dependencies............................................................................... ..............................20 Acceptance Criteria............................................................................................ .....................21 Appendices.................................................................................................. ............................21 Appendix A: Metrics cards for users............................................................................... .......21 Appendix A-1: Supporting metrics for users............................................................ .............27 Appendix A-2: Data requirements, databases and data location.......................... ...............28 Appendix B: Screen content and Layouts – CEO User..................................................... ....29 Appendix C: Screen content and Layouts – GSD User..................................................... ....38 Appendix D: Screen content and Layouts – GBD User........................... .............................70 Appendix E: Screen content and Layouts – CFO User......................................... ................86 Appendix F: Screen content and Layouts – GPR User...................................... .................106 Appendix G: Screen content and Layouts – GAP User................................................ .......113
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Appendix H: Screen content and Layouts – GIT User..................................................... ....118 Appendix I: Screen content and Layouts – GBA User................................... .....................123 Document Control............................................................................................................... ...128
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Introduction
Purpose / Project Objectives The purpose of the project is to establish a strategy map linked to the business objectives of Viker. Use this strategy map to then define a holistic metrics program in the organization. The primary objectives of the metrics program are: •
Definition and implementation of metrics at various levels in the organization to ensure and evaluate performance as defined in the strategy map. The performance will be evaluated at various levels in the organization.
•
Usage of metrics at various levels to establish controls and improve the performance
Scope The overall objectives of the project will be accomplished using a phased approach. A Balanced Score Card (BSC) approach will be used to define the strategy map and respective metrics. Following is a brief of the phases, with the scope for Phase I being more detailed than the remainder phases. •
Phase I – Define and implement metrics for the organization as well as the Global Leadership level. Most of the metrics have been discussed in various forums to date and the GL feels that they have a good sense after the metrics required to manage the performance of their respective functions. These metrics will be agreed upon and rolled-out through dashboards at various levels in Phase I.
•
Phase II – A strategy map will be defined and agreed upon by the GL. At this stage any retrofit required to the metrics will be done. Also, second level of metrics & dashboards will be defined for say SL leaders within GSD.
•
Phase III – This will be a complete roll-out of the metrics program aligned with the strategy map to the last level required within the organization. Also a process to constantly upgrade will be institutionalized.
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This document details the requirements for Phase I. A step in completion of Phase I will be to complete the requirements of phase II along with an implementation plan. As mentioned, in phase I metrics will be defined and implemented top-down from an organization level to each functional head level. Metrics for other levels within the organization will be defined and implemented in subsequent phases. The Balanced Score Card approach to defining a holistic metrics program will be used as a framework. As a part of implementation, gaps with the existing MIS will be determined and prioritized for closure depending on metrics priorities.
Definitions, acronyms, and abbreviations 1. BSC – Balanced Score Card 2. GL – Global Leadership 3. SL – Service Line 4. GSD – Global Services Delivery
References
Overview From here, the document outlines the following:
• • • •
A complete perspective on the project and the high level roadmap that has been envisioned A detailed outlined of the expected system functions with the outputs and the inputs specified Details on the users of the system. This also a subsection on the expected outputs, viz. the metrics cards, for each user A detailed section on the user interface required with details on screen flows and the content for each web-page/screen
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User Requirement Report
Requirement Specifications
Project Perspective Viker has defined its 2 year strategic focus depicted by the various elements of the “House Model”. Metrics will be defined in order to measure success and progress in achieving its strategic objectives. Each metric will have a target for Y2003 derived from the strategic objectives for Viker. The aim of this project is to institutionalize metrics within the organization and have a fully functional MIS (Management Information System) system. This integrated system would depict the performance against defined metrics for each user and would also show the relevant management reports and information useful towards measuring those metrics. The detailed requirements on these metrics and the MIS are presented later in the document. This system would have a web-based, GUI driven front-end. At the back end, this system would talk to the Oracle database and other data-bases within Viker, to collect raw data. The system would have an analytic middleware that would do organize the data, do appropriate analysis and present information in a graphical format. The detailed requirements on these are presented later in the document. The figures below give a diagrammatic representation of the high level system. The road-map for the entire system is described below. In the interest of implementing this system rapidly and in a better fashion, the entire activity has been broken down into three phases/versions. Each subsequent version builds on the previous version, has increasing sophistication built into it and also has more users accessing the system. Each subsequent version would also need to have a more integrated database at the back-end, from the distributed ‘databases’ in the earlier version. The project would also need to address this aspect of database integration. Version 1: Metrics and MIS at the Global Leadership level. Primary users would be the Global Leadership. At the back end, the system would talk to Oracle and other databases in the organization, based on MS Excel, etc. Version 2: Metrics and MIS at the SL/IP leadership and equivalent levels in the functions – Global Leadership direct reports. These metrics flow from the GL level metrics. At the back end, some of the MS Excel based and other distributed databases need to be migrated onto Oracle or a central database. The analytical tool / engine in the middle would need to have increased capability to handle the increase in the number of users and also the increased analysis requirement. Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Version 3: Metrics and MIS at the Project Manager, non-core Account DM, and equivalent levels in the functions – Global Leadership second level reports. At the back end, most of the distributed databases need to be migrated onto the central database. The analytical tool / engine in the middle would need to be a sophisticated, high-end tool to handle the increase in the number of users and also the increased complexity of analysis requirement.
Version 1: Schematic
20,000
Oracl
50.00%
18,000
49.00%
16,000 14,000
48.00%
12,000
47.00%
6,000
45.00%
4,000
GSD mgmt costs 4%
44.00%
2,000 20,000
SL1
SL2
SL3
SL4
SL5
Project costs 48%
GM%
46.00%
8,000
GM 42%
Revenue
10,000
SL OH costs 6%
50.00%
43.00%
SL6 18,000 SL7
49.00%
16,000 14,000
48.00%
12,000
47.00%
10,000 8,000
46.00%
6,000
45.00%
4,000
44.00%
2,000 -
Revenue
GM 42%
Project costs 48%
GM%
GSD mgmt costs 4%
SL OH costs 6%
43.00% SL1
SL2
SL3
SL4
SL5
SL6
SL7
Analytical tool / engine Web based GUI, on KNET
Excel – DB 1 Excel – DB 2
Global Leadership
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Version 2: Schematic
20,000
Oracle / Central DB
50.00%
18,000
49.00%
16,000
48.00%
14,000 12,000
47.00%
6,000
45.00%
4,000
GSD mgmt costs 4%
44.00%
2,000 20,000
SL1
SL2
SL3
SL4
SL5
Project costs 48%
GM%
46.00%
8,000
GM 42%
Revenue
10,000
SL OH costs 6%
50.00%
43.00%
SL6 18,000 SL7
49.00%
16,000
48.00%
14,000 12,000
47.00%
10,000 46.00%
8,000 6,000
GM 42%
Revenue
GSD mgmt costs 4%
44.00%
2,000 -
Project costs 48%
GM%
45.00%
4,000
SL OH costs 6%
Excel – DB 1
43.00% SL1
SL2
SL3
SL4
SL5
SL6
SL7
Analytical tool / engine
Excel – DB 2
Web based GUI, on KNET
Global Leadership SL Leadership
Version 3: Schematic
20,000
50.00%
18,000
49.00%
16,000
48.00%
14,000 12,000
47.00%
6,000
45.00%
4,000
GSD mgmt costs 4%
44.00%
2,000 20,000
SL1
SL2
SL3
SL4
SL5
Project costs 48%
Oracle / Central DB
GM%
46.00%
8,000
GM 42%
Revenue
10,000
SL OH costs 6%
50.00%
43.00%
SL6 18,000 SL7
49.00%
16,000 14,000
48.00%
12,000
47.00%
10,000 8,000
46.00%
6,000
45.00%
4,000
44.00%
2,000 -
Revenue
GM 42%
Project costs 48%
GM%
GSD mgmt costs 4%
SL OH costs 6%
43.00% SL1
SL2
SL3
SL4
SL5
SL6
SL7
Sophisticate d Analytical tool / engine
Excel – DB 1
Web based GUI, on KNET
Excel – DB 2
Multiple users – Global Leadership, SL leadership and equivalent, Project This document outlines the requirements for Version 1. Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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System Functions The system functions are as follows: Outputs: The output of the system would be a web-based, GUI driven front-end that presents the performance against each metric for each user and also the supporting information required as part of the metrics for the user. All this information would be analyzed information and would be presented in a graphical / visual format. This would be a series of web pages that are predefined for each user. Any user’s metrics shall be accessible only to the user, the user’s manager and the system administrator. For version 1, the web-pages can be static web pages with minimal user interactivity allowed. For subsequent versions, the web pages need to by dynamic web pages with high user interactivity allowed (e.g. users may be allowed to define the views for their charts or deeper analysis) Inputs: The inputs to the system would be from the Oracle database and other databases maintained in different functional units in the organization which are primarily in the form of spreadsheets, in version 1. In subsequent versions, these distributed spreadsheet databases would need to be moved onto a central database and integrated with the Oracle database. System processing: Most of the processing would be done by the analytical tool / engine that resides in the middle. This engine would be responsible for organizing the raw data collected from the database, organizing the data into graphs and charts according to the rules specified, evaluating the performance of the metric against target, etc. For version 1, this processing would be once a month activity. For subsequent versions, this would need to be on a real-time basis.
User Details The following are the users for the system: Administrator: The following users would have admin rights to the system: Aparna Katre, Nick Bennett and Rahul Lanjewar. These users would have full access to the entire system – super user rights. The administrator would also approve any new users to the system. The other users for the system depend on the version of the system being developed. Below are outlined the users for version 1. Version 1 users: The users for version 1 would be the Global Leadership team. Following are the details of the users with their access rights: User Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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CEO
Super user rights. Has access to all the metrics dashboards in all version
Head GSD
Has access to the GSD dashboard – Homepage_GSD.html. In subsequent versions, has access to the metrics dashboards of direct reports
Head GBD
Has access to the GBD dashboard – Homepage_GBD.html. In subsequent versions, has access to the metrics dashboards of direct reports
Head GAP
Has access to the GAP dashboard – Homepage_GAP.html. In subsequent versions, has access to the metrics dashboards of direct reports
Head IT
Global Has access to the Global IT dashboard – Homepage_GIT.html. In subsequent versions, has access to the metrics dashboards of direct reports
Head Global Has access to the Global Finance dashboard – Finance Homepage_GFA.html. In subsequent versions, has access to the metrics dashboards of direct reports Head Process
Has access to the Process dashboard – Homepage_GPR.html. In subsequent versions, has access to the metrics dashboards of direct reports
Head GBA
Has access to the GBA dashboard – Homepage_GBA.html. In subsequent versions, has access to the metrics dashboards of direct reports
Identification of modules Since a BSC approach will be used to define the metrics, each metric will belong to one or more of the following perspectives:
• • • •
Financial Customer Internal process Organizational learning
The metrics for Phase I are defined in Appendix A. This document also states the definition of each metric, the target for Y2003, supporting metrics for analysis as well as the analysis technique. Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Constraints
Assumptions and Dependencies
Sources of Business Knowledge
User name Title
Business Architect
Area of Metrics, definitions, user specifications, screen flows, layouts, data functional or sources, etc. system expertise Phone number e-mail Location Available days
Tuesday – Saturday
Comments
Specific Requirements / Need Analysis In phase/version I, metrics are defined at an Organization level (CEO) and each functional head who is also a direct report of CEO. The metrics at each of these levels, along with their definitions are outlined in Appendix A. A system is required to generate dashboards for CEO as well as each functional head. The content of the dashboards outlined later in the document. As a part of this project following activities are to be performed: Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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• • • • • • • •
User Requirement Report
Finalize the metrics and their definitions Identify gaps with MIS Design dashboards for CEO & each functional head with 2 levels of drill down Prioritize metrics, dashboards and gaps in MIS to be closed Design systems to generate dashboards with prioritized items Train the user group for usage of dashboards Test and implement dashboards Perform periodic reviews of dashboards and implement improvements
Functional Requirements Refer to Appendix A for detailed definitions of each metric. Each metric requires supporting information in order for the owner to be able to manage performance of the metric against the defined goal. For ex. to be able to manage to GSD GM of say 45%, it is important to understand the GM at various levels (Account, IP, SL, project etc.), utilization trend, project status R/Y/G, expense categories & trends. All supporting metric for a defined metric will be identified. The dashboards will have graphical representation of each metric, supporting metrics, trends in order to aid analysis. A process to publish, review / analyze dashboards, determine action items and track action items will be defined for each functional head and for the organization.
External Interfaces User Interface The system first authenticates the level of the user. The user interface is described below for each individual user listed above. The flow of screen is described first. The layout and content of the screens is described later in the Appendix. User: CEO After the CEO is authenticated and enters the system, the CEO sees a homepage, Homepage_CEO.html. This homepage is the CEO dashboard which details the metrics at his level. From this homepage, the user can go into any one of the other functional homepages (e.g. Homepage_GSD.html, Homepage_GBD.html, etc.) or to a higher level detail pages – Findetail_CEO.html, Custdetail_CEO.html, Prodetail_CEO.html and Empdetail_CEO.html. The page layout and content for the CEO User are described later in Appendix B.
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Homepage_CEO.html
Findetail_CE O.html
Custdetail_C EO.html
Prodetail_CEO .html
Empdetail_CE O.html
Screen organization – CEO
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User: Head GSD After the Head GSD is authenticated, the user is directed to the GSD dashboard homepage – Homepage_GSD.html. From this homepage, the user can select and go to the following detail level pages – Findetail_GSD.html, Custdetail_GSD.html, Prodetail_GSD.html and Empdetail_GSD.html. There are subsequent pages from these pages. The screens flow and organization are illustrated below. The screen layout and content are described later in Appendix C.
Homepage_GSD.html
Findetail_GS D.html
Custdetail_G SD.html
Findetail_SL _GSD.html
Findetail_AC _GSD.html
Fin_SL_hist_ GSD.html
Fin_AC_hist _GSD.html
Prodetail_GSD .html
Pro_Vol_GS D.html
Empdetail_GS D.html
Pro_Eff_GS D.html Pro_Stff_GS D.html
Pro_Vol_SL Pro_Vol_GS _GSD.html D.html
Empdetail_SL_ GSD.html
Pro_Qly_GS D.html
Pro_Eff_SL_ GSD.html
Pro_Vol_SL _hist_GSD.ht ml
Screen organization – GSD
User: Head GBD Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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After the Head GBD is authenticated, the user is directed to the GBD dashboard homepage – Homepage_GBD.html. From this homepage, the user can select and go to the following detail level pages – Findetail_GBD.html, Custdetail_GBD.html, Prodetail_GBD.html and Empdetail_GBD.html. The page layout and content are described later in Appendix D.
Homepage_GBD.html
Findetail_GB D.html
Custdetail_G BD.html
Findetail_IL_ GBD.html
Findetail_IL_ AC_GBD.ht ml
Prodetail_GBD .html
Empdetail_GB D.html
Prodetail_IL _GBD.html
Findetail_IL_ hist_GBD.ht ml
Findetail_IL_A C_hist_GBD.ht ml Screen organization – GBD
User: CFO Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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After the Head GFA is authenticated, the user is directed to the GFA dashboard homepage – Homepage_GFA.html. From this homepage, the user can select and go to the following detail level pages – Findetail_GFA.html, Custdetail_GFA.html, Prodetail_GFA.html and Empdetail_GFA.html. The page layout and content are described later in Appendix E.
Homepage_CFO.html
Findetail_CF O.html
Custdetail_C FO.html
Findetail_SL _CFO.html
Findetail_AC _CFO.html
Findetail_SL _hist_CFO.ht ml
Findetail_AC _hist_CFO.ht ml
Prodetail_CFO .html
Empdetail_CF O.html
Findetail_FN _CFO.html
Screen organization – CFO
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User: Head GPR After the Head GPR is authenticated, the user is directed to the GPR dashboard homepage – Homepage_GPR.html. From this homepage, the user can select and go to the following detail level pages – Findetail_GPR.html, Custdetail_GPR.html, Prodetail_GPR.html and Empdetail_GPR.html. The page layout and content are described later in Appendix F.
Homepage_GPR.html
Findetail_GP R.html
Custdetail_G PR.html
Prodetail_GPR .html
Empdetail_GP R.html
Screen organization – GPR
User: Head GAP After the Head GAP is authenticated, the user is directed to the GAP dashboard homepage – Homepage_GAP.html. From this homepage, the user can select and go to the following detail level pages – Findetail_GAP.html, Custdetail_GAP.html, Prodetail_GAP.html and Empdetail_GAP.html. The page layout and content are described later in Appendix G.
Homepage_GAP.html
Findetail_GA P.html
Custdetail_G AP.html
Prodetail_GAP .html
Empdetail_GA P.html
Screen organization – GAP
User: Head GIT Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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After the Head GIT is authenticated, the user is directed to the GIT dashboard homepage – Homepage_GIT.html. From this homepage, the user can select and go to the following detail level pages – Findetail_GIT.html, Custdetail_GIT.html, Prodetail_GIT.html and Empdetail_GIT.html. The page layout and content are described later in Appendix H.
Homepage_GIT.html
Findetail_GI T.html
Custdetail_G IT.html
Prodetail_GIT. html
Empdetail_GIT .html
Screen organization – GIT
User: Head GBA After the Head GBA is authenticated, the user is directed to the GBA dashboard homepage – Homepage_GBA.html. From this homepage, the user can select and go to the following detail level pages – Findetail_GBA.html, Custdetail_GBA.html, Prodetail_GBA.html and Empdetail_GBA.html. The page layout and content are described later in Appendix I.
Homepage_GBA.html
Findetail_GB A.html
Custdetail_G BA.html
Prodetail_GBA .html
Empdetail_GB A.html
Screen organization – GBA
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Hardware Interface Software Interfaces As described earlier in the document, currently data is distributed across multiple databases across different functions in the company. Data in the company is usually stored in the following forms of databases – Oracle, MS Excel spreadsheets and occasionally in a word document. The functions involved in the data storage and would currently be the sources of data are Global IT, Global Finance, GAP, Global Process, GSD, GBD and GBA. The system has to interact with these ‘local’ databases to collect data and then analyze and present the same. It is also expected that while developing this system for version 1, a standardized data collection, presentation and communication protocol is established the central database for the system and these local databases. During Versions 2 and 3, a migration strategy also has to be evolved for moving these local sources of data onto a central database. In cases where data is currently not being captured, appropriate mechanisms for capturing and storing data also have to be identified. Each primary metric defined in Appendix A has levels of supporting metrics. These supporting metrics represent the drill down and the MIS component. All the supporting metrics with their definitions are outlined in Appendix A-1. ALL the metrics and supporting metrics have a data requirement behind them. In most cases, the data to be pulled out from the database would be the metric itself. However, in some cases, each metric may have multiple data requirements behind it. All these data requirements, data sources and functions involved in the local databases are outlined in detail in Appendix A-2.
Communication Interfaces Technical Standards and Procedures
Performance Requirements The entire system and all the user screens should be available 24*7. The user should be able to access this system from any location. Do we want only VPN access? For version 1, the system should be able to support and exhibit expected performance criteria for 50 simultaneous users accessing the system. For version 3, this number would go up to 300 simultaneous users.
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100% of the homepage should be uploaded on the user’s screen in less than 1 sec. 100% of the first level of drill down should be uploaded on the user’s screen in less than 1 sec. 98% of the level 2 drill down should be uploaded on the user’s screen in less than equal to 2 sec from clicking. 95% of level 3 drill down, wherever applicable, should be uploaded in less than equal to 2 seconds.
Software System Attributes
Other Requirements The outputs have to be generated once a month. However, these may be required to be generated on any given day of the month and will require the system to perform online. In version I, agreed upon level of drill down as outlined earlier will have to be available at any point in time. One must be able to view the dashboards through KNET. Timelines: •
CEO and functional head dashboards should be in production by Jan 2004. Each of the dashboards should be more than 85% complete.
Project Benefits
Project Dependencies
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Acceptance Criteria GSD and functional heads will be provided previews of the dashboards, drill downs as well as the GUI. Teams will be notified of formal UAT of their respective dashboards. Since currently none are being generated, a formal functional testing of the dashboard contents will be performed as a part of the UAT.
Appendices
Appendix A: Metrics cards for users This appendix gives the metrics cards for the different users described earlier. These metrics cards are for version 1 and are hence restricted to the Global Leadership. User
Metrics to be reported
Metric definition
CEO
Annual revenue growth
(Revenue current period this FY)/(Revenue for same period last FY) – 1 Net profit/Revenue for current period %
Profitability Client retention
(No. of active clients from the previous measurement period who are still with us in the current measurement period) / (Total no. of active clients we had in the previous measurement period) %
% Revenue from existing clients
Client satisfaction score
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An active client in a measurement period is defined as a client we have done some business with in the twelve months preceding the measurement period. (revenue from existing clients in current measurement period / total revenue in current measurement period)% Existing client is defined as client who has been with us for the last twelve months Client satisfaction score for each client during the review period
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% projects meeting quality goals
Organization retention SG&A %
Annual Revenue
SG&A expenses for current measurement period / Revenue for measurement period (Total revenue – project expenses – SL expenses – GSD level expenses) for the measurement period / Revenue for measurement period (Total hours billed during measurement period) / (Total available hours during measurement period) Available hours per resource are assumed as 1720 hrs / year No. of Projects fulfilling L5 requirements / Total no. of projects A project is a unit (project or a BU for an ongoing engagement) for which Project Plan can be created No. of associates that have successfully completed at least one GLDP at the time of measurement / Total no. of associates during the measurement period Average hours expended in learning for a given role for the measurement period Average no. of certifications for a given role during the measurement period Revenue for the current FY
Sales
Revenue booked for the measurement period
Backlog for following year
Total sales for the current FY – Total revenue for the current FY Need to get the definition
GSD Level GM % GSD Utilization %
% of projects at CMM L5
% of globally deployable leaders Learning hours by role No. of certifications by role Head – GBD
(No. of projects meeting the quality goals / Total no. of projects)% A project is a unit (project or a BU for an ongoing engagement) for which project plan can be created and quality goals can be defined Need to get definition from Ashish
Annuity revenue % of new clients Should we have No. of new clients instead of % % revenue from existing clients
Sold margin % Cost of sales Version 0.1, 02/Jul/2003 2001 Viker Incorporated
New client is defined as a client that we have not done business with in the last 12 months (revenue from existing clients in current measurement period / total revenue in current measurement period)% Existing client is defined as client who has been with us for the last twelve months Average GM% calculated in pricing sheets during selling phase for new projects/deals closed during measurement period Need to get from finance / GBD
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Client retention %
(No. of active clients from the previous measurement period who are still with us in the current measurement period) / (Total no. of active clients we had in the previous measurement period) %
Revenue forecasting accuracy Collections outstanding % clients having monthly account dashboard Client satisfaction score Budget variance Performance against SLAs for GBD GSD Utilization %
Head – GSD
Revenue from productized services (need a revenue / BD support metric for GSD) Client retention %
An active client in a measurement period is defined as a client we have done some business with in the twelve months preceding the measurement period. (Actual revenue – Forecasted revenue)/(Forecasted revenue) % (each for the measurement period) Accounts receivables at the end of measurement period in DSO (No. of clients that have the account dashboard published during the measurement period / Total no. of clients for the measurement period) % Client satisfaction score for each client during the review period (Actual GBD expenses – Planned GBD expenses) / Planned GBD expenses (each for the measurement period) TBD (Total hours billed during measurement period) / (Total available hours during measurement period) Available hours per resource are assumed as 1720 hrs / year
(No. of active clients from the previous measurement period who are still with us in the current measurement period) / (Total no. of active clients we had in the previous measurement period) % An active client in a measurement period is defined as a client we have done some business with in the twelve months preceding the measurement period.
% revenue from new clients (need a revenue metric for GSD) % clients having monthly account dashboard Client satisfaction score % Projects having no customer complaints of Version 0.1, 02/Jul/2003 2001 Viker Incorporated
(No. of clients that have the account dashboard published during the measurement period / Total no. of clients for the measurement period) % Client satisfaction score for each client during the review period No. of projects without a severity 1 or 2 customer complaint during the measurement period / Total no.
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severity 1 & 2
of projects for the measurement period
Distribution of projects in R/Y/G % projects meeting their quality goals
% of projects at CMM L5
SLs / IP meeting the pyramid for functional knowledge Performance against SLA with other support group GSD Level GM % Variance in lateral hires by industry against plan % Clients with a functional and technical BoK
Head – Global IT
% requirements met through MIS Schedule variance in publishing MIS reports Post delivery defects for MIS reports Delivery Support - Timely provision of h/w, s/w for project needs Delivery Support - Turn around times to address Helpdesk requests
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A project is a unit (project or a BU for an ongoing engagement) for which Project Plan can be created % projects in R : %projects in Y : %projects in G on a specific review date A project is a unit (project or a BU for an ongoing engagement) for which Project Plan can be created (No. of projects meeting the quality goals / Total no. of projects)% A project is a unit (project or a BU for an ongoing engagement) for which project plan can be created and quality goals can be defined No. of Projects fulfilling L5 requirements / Total no. of projects A project is a unit (project or a BU for an ongoing engagement) for which Project Plan can be created % associates belonging to a specific IP / SL that are at L1:L2:L3:L4:L5 of functional / technical knowledge Needs to be defined (Total revenue – project expenses – SL expenses – GSD level expenses) for the measurement period / Revenue for measurement period (No. of lateral hires – No. of lateral hires planned) / No. of lateral hires planned (for a specific Industry at all levels and for a specific review period No. of clients / BUs that have a functional / technical BoK / Total no. of clients or BUs for a specific measurement period Various BUs within for a client can be treated as separate client (Total no. of approved MIS requirements – Total no. of implemented MIS requirements) / Total no. of approved MIS requirements during the measurement period Schedule variance for each MIS report during the measurement period Distribution of post production defects by severity for the measurement period Schedule variance for IT milestones in project schedules for measurement period (Help desk completion date – Date when ticket was opened) for each Help desk request during the measurement period
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Delivery Support - Uptime of systems, LAN, WAN SG&A Internal transaction costs Intergroup SLA's Project IT expense variance
(Total available time – Total time LAN / WAN / GA were down) / Total available time for each of LAN / WAN / GA during measurement period (IT actual expenses – IT planned expenses) / IT planned expenses for the measurement period Refer to IT steering committee report for per associate costs Needs to be defined Average of variance in IT expenses on projects during the measurement period (Actual IT expenses – planned IT expenses)/ planned IT expenses for the project during the measurement period
Head – Global Finance
Bad debt – writeoff/provisions DSO Ageing Cost of funds ROCE ROE Forecasting accuracy – Revenues and margins Timeliness of book closing and reporting Costs (budget vs. actual) for F&A dept Infrastructure management SLAs (e.g. Timeliness of expense reimbursement, Admin SLAs) Sold GM% Tax management efficiency Facilities management Rentals
Global Process
Revenue from process consulting
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Revenue from formal process consulting assignment during the measurement period
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Managem ent % offerings with adequate methodology definitions
Library of re-usable artifacts % QLs billable
(No. of offerings with adequate methodology definitions in KGM) / Total no. of offerings that need a formal methodology in KGM Adequacy will be based on sign-off from GBD & GSD on process in KGM for a specific offering Need to define a measure
No. of billable QLs / Total no. of QLs during the measurement period % of projects in R / Y that Projects in R or Y that also have issues identified by can be traced to QL status QLs / Total no. of projects Project is defined as a unit that can have a project plan Planned PIs to improve Savings from specific PIs during the measurement PCBs - $ saved from PIs period % of projects meeting their (No. of projects meeting the quality goals / Total no. of quality goals (should this be projects)% a shared metric between A project is a unit (project or a BU for an ongoing delivery & process) engagement) for which project plan can be created and quality goals can be defined SG&A (Actual process group expenses – planned PG expenses) / planned PG expenses for the measurement period Inter-group SLAs Need to be defined % projects at CMM L5 No. of Projects fulfilling L5 requirements / Total no. of projects A project is a unit (project or a BU for an ongoing engagement) for which Project Plan can be created % Reduction in post (PDD for current measurement period – PDD for prior delivery defect density measurement period) / PDD for prior measurement period % This should be by life-cycle type % improvement in (Productivity for current measurement period – that productivity for prior measurement period) / that for prior measurement period % This should be by life-cycle type GAP GBA
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Appendix A-1: Supporting metrics for users This appendix gives the key supporting metrics where extra definitions are required for the different users described in Appendix A. ALL the supporting metrics for all the users come out in a logical flow in the screen content and layouts described in Appendices B – I.
User
Supporting metrics
CEO
May get defined later
Head – GSD
Revenue by SL
Definition
Revenue by account
Revenue by Project Area SL and by expenditure item date as defined in Oracle Revenue by expenditure item date for each account
Project direct costs
All costs charged to a client project
SL OH and bench costs
All costs charged to a SL non-client project and a bench project. SL projects are defined by the project area SL definition. All costs charged to GSD management project and all GSD costs not included in Project direct costs and SL OH and bench costs GSD Revenue – Project direct costs – SL OH and bench costs – GSD mgmt costs Project direct costs + SL OH and bench costs + GSD mgmt costs SL revenues – Project direct costs for the SL – SL OH and bench costs for the SL AC revenues – Project direct costs for the AC – AC OH and bench costs Total revenues for the 12 months preceding the measurement month including the measurement month divided by the total no. of active clients during that period % of revenues for current measurement period from existing clients. Existing client has been defined in Appendix A Computed std. costs for each project
GSD mgmt costs GSD GM Total cost (GSD) SL GM Account GM Avg. client size
Repeat business % Salary cost Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Travel cost
Cost charged as travel to the project
Leverage ratio
Offshore billable hours / onsite billable hours charged to client projects Billable hours charged to client projects / corresponding available hours for the period
Billable population (FTE equivalent) Head – GBD
IL revenues
Revenues by IL tag for client projects, by expenditure item date
IL costs
Costs charged to GBD IL projects
Onsite billing rate
Onsite billing rate charged to clients for onsite resources in USD/hr Offshore billing rate charged to clients for offshore resources in USD/hr Weighted average of onsite and offshore billing rates weighted with the proportion of resources onsite and offshore for that project. In USD/hr
Offshore billing rate Blended billing rate
CFO
Avg. hourly cost per associate
Total cost incurred during the period divided by the average total no. of associates during that period divided by the corresponding available hours during that period
Appendix A-2: Data requirements, databases and data location This needs to be defined later.
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Appendix B: Screen content and Layouts – CEO User This appendix describes the screen content and layouts for all the screens mentioned for CEO earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: CEO Screen CEO 1: Homepage_CEO.html
Need to decide what information goes on the homepage dashboard
Go to detail Hyperlink CEO 1 Hyperlink CEO 2 Hyperlink CEO 3 Hyperlink CEO 4 Go to dashboards Hyperlink CEO D1
Hyperlink CEO D2
Hyperlink CEO D3
Hyperlink CEO D5
Hyperlink CEO D6
Hyperlink CEO D7
Hyperlink CEO D4
Screen title and heading: Summary dashboard for CEO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink CEO 1
Financial perspective detail
Findetail_CEO.html
Hyperlink CEO 2
Customer perspective detail
Custdetail_CEO.html
Hyperlink CEO 3
Internal Process perspective detail
Prodetail_CEO.html
Hyperlink CEO 4
Employee and Learning perspective Empdetail_CEO.html detail
Hyperlink CEO D1
GBD dashboard
Homepage_GBD.html
Hyperlink CEO D2
GSD dashboard
Homepage_GSD.html
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Hyperlink CEO D3
GAD dashboard
Homepage_GAD.html
Hyperlink CEO D4
GPR dashboard
Homepage_GPR.html
Hyperlink CEO D5
GFA dashboard
Homepage_GFA.html
Hyperlink CEO D6
GIT dashboard
Homepage_GIT.html
Hyperlink CEO D7
GBA dashboard
Homepage_GBA.html
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen CEO 2: Findetail_CEO.html
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25,000
Volume
60.00% 1,400
50.00%
20,000
1,200 40.00%
Go to detail
15,000 30.00% 10,000
1,000 Revenue
800
GM%
Volume 600
20.00%
Hyperlink CEO 1
400
5,000
10.00%
-
200
0.00%
-
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink CEO 2
Jan
CEO F1
Hyperlink CEO 3
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CEO F2
Hyperlink CEO 4
Volume 1,400 1,200
GM 42%
1,000
Project costs 48%
800 Volume 600 400
GSD mgmt costs 4%
200
SL OH costs 6%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CEO F3
CEO F4
Volume 1,400 1,200 1,000 800 Volume 600 400 200 Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CEO F5
Screen title and heading: Financial perspective summary – CEO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink CEO 1
Financial perspective detail
Findetail_CEO.html
Hyperlink CEO 2
Customer perspective detail
Custdetail_CEO.html
Hyperlink CEO 3
Internal Process perspective detail
Prodetail_CEO.html
Hyperlink CEO 4
Employee and Learning perspective Empdetail_CEO.html detail
Description of objects Name of Title of Description the object the object object CEO F1
Revenue
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the Parameters of the object
Column and multiple X-Axis – Months (Jan till current Draft/Issue Uncontrolled if Copy/Printed
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and Profitability
CEO F2
Sales booking
line chart representing month in curr FY) monthly revenue and Primary Y-axis – Revenue in ‘000 profitability USD plotted as columns
Column representing sales bookings
Secondary Y-axis – This will have the following parameters plotted as lines 1. GM% 2. Operating margin% 3. Net profit% chart X-Axis – Months (Jan till current monthly month in curr FY) Primary Y-axis – Sales bookings in ‘000 USD
CEO F3
Accounts receivables trend
Column chart X-Axis – Months (Jan till current representing monthly month) account receivables Primary Y-axis – Overall A/C performance in DSO receivables in DSO for each month
CEO F4
Accounts receivables – ageing
3D Pie-chart The pie-chart will have the representing ageing of following parameters: account receivables Receivables for the following categories: <=30 days, 30-60 days, 60-90 days, more than 90 days
CEO F5
Pipeline and backlog information
Need to define
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Screen CEO 3: Custdetail_CEO.html
25,000
Volume 1,400
60.00% 50.00%
20,000
1,200
Go to detail
40.00% 15,000
1,000
30.00%
800 Volume 600
10,000
400
Hyperlink CEO 1
Revenue GM%
20.00% 5,000
10.00%
200 -
Jan
Hyperlink CEO 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CEO C1
Hyperlink CEO 3 Hyperlink CEO 4
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CEO C2
25,000
60.00% 50.00%
20,000
40.00% 15,000 30.00% 10,000
Revenue GM%
20.00% 5,000
10.00%
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CEO C3
Screen title and heading: Customer perspective summary – CEO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink CEO 1
Financial perspective detail
Findetail_CEO.html
Hyperlink CEO 2
Customer perspective detail
Custdetail_CEO.html
Hyperlink CEO 3
Internal Process perspective detail
Prodetail_CEO.html
Hyperlink CEO 4
Employee and Learning perspective Empdetail_CEO.html detail
Description of objects Name of Title of Description the object the object object
of
the Parameters of the object
CEO C1
Customer satisfaction score
Column chart X-Axis – All client names representing customer satisfaction score for Primary Y-axis – Customer satisfaction scores plotted as all clients columns
CEO C2
Active
Column and line chart X-Axis – Months (Jan till current
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clients and representing monthly month in curr FY) new clients active clients and new Primary Y-axis – No. of active added clients added clients plotted as columns Secondary Y-axis – No. of new clients added plotted as a line CEO C3
Client retention and repeat business
Column and line chart X-Axis – Months (Jan till current representing monthly month in curr FY) client retention and Primary Y-axis – Client retention repeat business rates rate plotted as columns Secondary Y-axis – Repeat business rate plotted as a line
Screen CEO 4: Prodetail_CEO.html
25,000
60.00%
25,000
50.00%
20,000
60.00% 50.00%
20,000
40.00% 15,000
Go to detail
30.00% 10,000
40.00% 15,000
Revenue
GM%
10,000 20.00%
Hyperlink CEO 1
Revenue
30.00%
GM%
5,000
-
20.00%
10.00%
5,000
0.00%
-
0.00%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink CEO 2
10.00%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CEO IP1
Hyperlink CEO 3
CEO IP2
Hyperlink CEO 4
Volume
Volume
1,400
1,400
1,200
1,200
1,000
1,000
800
800 Volume
Volume
600
600
400
400
200
200
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CEO IP3
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CEO IP4
Screen title and heading: Internal process perspective summary – CEO Description of hyperlinks Name of hyperlink
the Title of the link
Hyperlink CEO 1 Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Financial perspective detail Draft/Issue Uncontrolled if Copy/Printed
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Hyperlink CEO 2
Customer perspective detail
Custdetail_CEO.html
Hyperlink CEO 3
Internal Process perspective detail
Prodetail_CEO.html
Hyperlink CEO 4
Employee and Learning perspective Empdetail_CEO.html detail
Description of objects Name of Title of Description the object the object object CEO IP1
Billing rates
of
the Parameters of the object
Column and line chart X-Axis – Months (Jan till current representing monthly month in curr FY) billing rates Primary Y-axis – Average offshore billing rates in USD/hr plotted as columns Secondary Y-axis – Average onsite billing rates in USD/hr plotted as a line
CEO IP2
Utilization and leverage ratio
Column and line chart X-Axis – Months (Jan till current representing monthly month in curr FY) utilization and Primary Y-axis – Overall GSD leverage ratio in GSD utilization plotted as columns Secondary Y-axis – Overall leverage ratio in GSD plotted as a line
CEO IP3
Average Column chart X-Axis – Months (Jan till current cost per representing monthly month in curr FY) associate average cost per Primary Y-axis – Average cost associate per associate per hour plotted as columns
CEO IP4
Projects at Column chart X-Axis – Months (Jan till current CMM level representing monthly month in current FY) 5 no. of projects at CMM Primary Y-axis – Percentage of L5 projects at CMM L5 plotted as columns
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Screen CEO 5: Empdetail_CEO.html
25,000
60.00%
25,000
50.00%
20,000
60.00% 50.00%
20,000
40.00% 15,000
Go to detail
30.00% 10,000
40.00% Revenue
15,000 30.00%
GM% 10,000
20.00%
Hyperlink CEO 1
5,000
-
10.00%
5,000
0.00%
-
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink CEO 2
GM%
10.00% 0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CEO OL1
Hyperlink CEO 3
Revenue
20.00%
CEO OL2
Hyperlink CEO 4
Screen title and heading: Organizational learning perspective summary – CEO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink CEO 1
Financial perspective detail
Findetail_CEO.html
Hyperlink CEO 2
Customer perspective detail
Custdetail_CEO.html
Hyperlink CEO 3
Internal Process perspective detail
Prodetail_CEO.html
Hyperlink CEO 4
Employee and Learning perspective Empdetail_CEO.html detail
Description of objects Name of Title of Description the object the object object CEO OL1
No. of associates and retention rates
of
the Parameters of the object
Column and line chart X-Axis – Months (Jan till current representing monthly month in curr FY) no. of associates and Primary Y-axis – No. of retention rates associates plotted as columns Secondary Y-axis – Monthly employee retention rate plotted as a line
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User Requirement Report
Need define
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Appendix C: Screen content and Layouts – GSD User This appendix describes the screen content and layouts for all the screens mentioned for GSD earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: Head GSD Screen GSD 1: Homepage_GSD.html
25,000
60.00%
25,000
50.00%
20,000
60.00% 50.00%
20,000
40.00%
Go to detail
15,000 30.00% 10,000
40.00% Revenue GM%
15,000 30.00% 10,000
20.00%
Hyperlink GSD 1
5,000
5,000
10.00%
-
0.00%
Hyperlink GSD 4
25,000
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GSD O1
Hyperlink GSD 3
GM%
10.00%
-
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 2
Revenue
20.00%
GSD O2
60.00% 50.00%
20,000
40.00% 15,000 30.00% 10,000
Revenue
GM 42%
Project costs 48%
GM%
20.00% 5,000
10.00%
-
GSD mgmt costs 4%
SL OH costs 6%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GSD O3
GSD O4
Screen title and heading: Summary dashboard for GSD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Hyperlink GSD 4
Employee and Learning perspective Empdetail_GSD.html
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detail
Description of objects Name of Title of Description the object the object object GSD O1
Revenue and GM
of
the Parameters of the object
Column and line chart X-Axis – Months (Jan till current representing monthly month in curr FY) revenue and GM for Primary Y-axis – Revenue in ‘000 GSD USD plotted as columns Secondary Y-axis – GM in % plotted as a line
GSD O2
Employee Column and line chart X-Axis – Months (Jan till current HC and representing monthly month in curr FY) utilization employee HC and Primary Y-axis – Employee HC utilization for GSD plotted as columns Secondary Y-axis – Utilization in % plotted as a line
GSD O3
Client satisfaction
Column chart X-Axis – Customer names representing accountY-axis – Client wise client satisfaction Primary satisfaction score on a scale of score 10
GSD O4
Project status (RYG)
3D Pie-chart representing GSD project status in red, yellow and green
Colors Red, Yellow and Green represent percentage of projects in red, yellow and green
Screen GSD 2: Findetail_GSD.html Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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25,000
20,000
60.00%
25,000
50.00%
20,000
Go to detail
30.00% 10,000
15,000
Revenue 10,000
GM%
10.00%
10.00%
-
Revenue
20.00% 5,000
-
0.00%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 2
GSD F1
GSD F2
Hyperlink GSD 3 Hyperlink GSD 4
30.00%
GM%
20.00% 5,000
Hyperlink GSD 1
50.00% 40.00%
40.00% 15,000
60.00%
This month’s performance 25,000
60.00% 50.00%
20,000
40.00% 15,000 30.00% 10,000
Revenue
GM 42%
Project costs 48%
GM%
20.00% 5,000
GSD mgmt costs 4%
10.00%
-
SL OH costs 6%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GSD F3
GSD F4
Hyperlink F1
Hyperlink F2
GSD F5
Screen title and heading: Financial perspective summary for GSD Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee Version 0.1, 02/Jul/2003 2001 Viker Incorporated
and
Learning
of
the
perspective Empdetail_GSD.html
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4
detail
Hyperlink F1
Click here for SL detail for current month
Findetail_SL_GSD.html
Hyperlink F2
Click here for AC detail for current month
Findetail_AC_GSD.html
Description of objects Name of Title of Description the object the object object GSD F1
Revenue and GM
of
the Parameters of the object
Column and line chart X-Axis – Months (Jan till current representing monthly month in curr FY) revenue and GM for Primary Y-axis – Revenue in ‘000 GSD USD plotted as columns Secondary Y-axis – GM in % plotted as a line
GSD F2
How the costs eat into revenues
Stacked column chart representing monthly project direct costs, SL OH and bench costs, GSD management costs and gross margin for GSD
X-Axis – Months (Jan till current month in curr FY) Primary Y-axis – The following four parameters plotted as a stacked column chart, all in ‘000 USD 1. Lowest stack: Project direct costs 2. Next higher stack: SL OH and bench costs 3. Next higher stack: GSD mgmt costs 4. Highest margin
GSD F3
Current month financials
stack:
GSD
gross
Column chart X-Axis – The following representing current parameters: Revenue, Project month financials direct costs, SL OH and bench costs, GSD mgmt costs, GSD gross margin Primary Y-axis – Values in ‘000 USD
GSD F4
Percentage
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3D
Pie-chart Pie chart plotting the following
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break of representing financials percentage break financials GSD F5
Variance analysis
Table of analysis
parameters: Project costs, SL of OH and bench costs, GSD mgmt costs and GM all a percentage of revenue
variance The table has the following parameters: Column 1: Months (all months till current month in current FY) Column 2: Following parameters for each month: Revenue, Total cost, GM, GM% Column 3: Budget nos. for each parameter in Col 2 Column 4: Actual nos. for each parameter in Col 2 Column 5: Variance nos. w.r.t. budget for each parameter in Col 2 Column 6: Forecast nos. for each parameter in Col 2 Column 7: Actual nos. for each parameter in Col 2 Column 8: Variance nos. w.r.t. forecast for each parameter in Col 2
Screen GSD 3: Findetail_SL_GSD.html
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25,000
20,000
60.00%
25,000
50.00%
20,000
Go to detail
30.00% 10,000
50.00% 40.00%
40.00% 15,000
60.00%
15,000
Revenue
30.00%
GM%
10,000
Hyperlink GSD 1
5,000
-
0.00%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 2
GM%
10.00%
10.00%
-
Revenue
20.00%
20.00% 5,000
GSD F_SL1
GSD F_SL2
Hyperlink GSD 3 Hyperlink GSD 4
Hyperlink F_SL1
GSD F_SL3
Screen title and heading: Service line detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee 4 detail Hyperlink F_SL1
and
Learning
of
the
perspective Empdetail_GSD.html
Click here for historical SL detail
Fin_SL_hist_GSD.html
Description of objects Name
of Title
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of Description
of
the Parameters of the object
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the object
the object
object
GSD F_SL1
Revenue Column and line chart X-Axis – All the current SL and GM for representing current each SL month revenue and Primary Y-axis – Revenue in ‘000 USD plotted as columns GM for each SL Secondary Y-axis – GM in % plotted as a line
GSD F_SL2
How the costs eat into revenues for each SL
Stacked column representing current month project direct costs, SL OH and bench costs and SL gross margin for each SL
X-Axis – All the current SL Primary Y-axis – The following four parameters plotted as a stacked column chart, all in ‘000 USD 1. Lowest stack: Project direct costs 2. Next higher stack: SL OH and bench costs 3. Highest margin
GSD F_SL3
Variance Table of analysis for analysis current month
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stack:
SL
gross
variance The table has the following parameters: Column 1: SL name for all SL Column 2: Following parameters for each SL: Revenue, Total cost, GM, GM% Column 3: Budget nos. for each parameter in Col 2 Column 4: Actual nos. for each parameter in Col 2 Column 5: Variance nos. w.r.t. budget for each parameter in Col 2 Column 6: Forecast nos. for each parameter in Col 2 Column 7: Actual nos. for each parameter in Col 2 Column 8: Variance nos. w.r.t. forecast for each parameter in Col 2
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Screen GSD 4: Findetail_AC_GSD.html
25,000
20,000
60.00%
25,000
50.00%
20,000
15,000
Go to detail
30.00% 10,000
60.00% 50.00% 40.00%
40.00%
15,000
Revenue
30.00%
GM%
10,000
5,000
5,000
Hyperlink GSD 1
-
0.00%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 2
GM%
10.00%
10.00%
-
Revenue
20.00%
20.00%
GSD F_AC1
GSD F_AC2
Hyperlink GSD 3 Hyperlink GSD 4
Hyperlink F_AC1
Screen title and heading: Account-wise detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee 4 detail Hyperlink F_AC1
and
Learning
of
the
perspective Empdetail_GSD.html
Click here for historical SL detail
Fin_AC_hist_GSD.html
Description of objects Name of Title of Description the object the object object Version 0.1, 02/Jul/2003 2001 Viker Incorporated
of
the Parameters of the object
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GSD F_AC1
User Requirement Report
Revenue Column and line chart X-Axis – All the current AC and GM for representing current each AC month revenue and Primary Y-axis – Revenue in ‘000 USD plotted as columns GM for each AC Secondary Y-axis – GM in % plotted as a line
GSD F_SL2
How the costs eat into revenues for each AC
Stacked column chart representing current month project direct costs, and gross margin for each account
X-Axis – All the current SL Primary Y-axis – The following four parameters plotted as a stacked column chart, all in ‘000 USD 1. Lowest stack: Project direct costs 2. Highest margin
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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stack:
AC
gross
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Screen GSD 5: Findetail_SL_hist_GSD.html
Service line
Metric
Business Intelligence
Go to detail Hyperlink GSD 1 Credit Services - V+
Hyperlink GSD 2 Hyperlink GSD 3 Hyperlink GSD 4
Distributed
M/M
Project Management
Testing
Jan
Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin
Feb
Mar
Q1 - Qtd
528,038 9,239 203,824 213,063 314,974 60% 42,353 18,093 254,528 48.2%
397,386 4,012 179,641 183,653 213,734 54% 38,062 13,206 162,466 40.9%
455,525 762 183,681 184,444 271,081 60% 39,417 20,459 211,205 46.4%
1,346,512 20,185 496,111 516,296 830,216 62% 41,366 61,101 727,749 54.0%
-24.74% -56.58% 997,408 17,080 479,983 497,063 500,345 50% 26,776 59,587 413,982 41.5%
14.63% -81.00% 2,592,340 49,744 578,430 628,174 1,964,166 76% 33,427 65,396 1,865,344 72.0%
1,823,480 125,037 1,100,382 1,225,419 598,062 33% 102,429 95,747 399,886 21.9%
-25.93% -15.38% 2,275,600 79,764 1,056,237 1,136,001 1,139,599 50% 89,703 68,207 981,690 43.1%
159.91% 191.24% 2,547,139 40,572 1,176,262 1,216,834 1,330,305 52% 63,421 78,138 1,188,746 46.7%
1,337,333 21,933 525,964 547,897 789,436 59% 45,928 36,053 707,455 52.9%
24.79% -36.21% 1,260,305 36,358 514,480 550,838 709,467 56% 35,534 26,470 647,463 51.4%
11.93% -49.14% 2,080,154 12,792 572,365 585,157 1,494,996 72% 38,223 31,977 1,424,797 68.5%
-5.76% 65.77%
65.05% -64.82%
0% 11,020
0% 16,340
0% 12,273
(11,020) #DIV/0!
(16,340) #DIV/0!
(12,273) #DIV/0!
136,293 5,591 39,615 45,206 91,087 67% 12,444 716 77,927
0.00% 0.00% 115,587 176 32,859 33,036 82,551 71% 29,784 1,004 51,763
0.00% 0.00% 125,867 39,831 39,831 86,036 68% 24,472 495 61,069
Apr
1,380,948 14,014 567,146 581,160 799,789 58% 119,831 51,759 628,199 45.5%
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
4,936,260 87,009 1,554,523 1,641,532 3,294,727 67% 101,569 186,084 3,007,074 60.9%
0.08% 391.31% 1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
6,646,220 245,373 3,332,881 3,578,254 3,067,966 46% 255,552 242,092 2,570,322 38.7%
-26.79% -74.42% 2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
4,677,792 71,084 1,612,809 1,683,892 2,993,899 64% 119,685 94,499 2,779,715 59.4%
-2.24% 80.01% 1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
0% 39,633 (39,633) #DIV/0!
-20.07% 78.89% 6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
377,747 5,768 112,306 118,073 259,673 69% 66,699 2,214 190,760
0.00% 0.00% 155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
May
Jun
Q2 - QTD
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
GSD F_SL_H1
Screen title and heading: Service line historical detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
of
the
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Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee 4 detail
and
Learning
perspective Empdetail_GSD.html
Description of objects Name of Title of Description of the Parameters of the object the object the object object GSD F_SL_H1
SL historical financial detail
Table representing Column 1: SL (All SL) historical financial Column 2: The following detail for each SL parameters for each SL 1. SL Revenue 2. SL Project direct costs 3. SL Project GM 4. SL Project GM% 5. SL OH and bench costs 6. SL GM 7. SL GM% Column 3 onwards: All months till current month in the current FY
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Screen GSD 6: Findetail_AC_hist_GSD.html
Service line
Metric
Business Intelligence
Go to detail Hyperlink GSD 1 Credit Services - V+
Hyperlink GSD 2 Hyperlink GSD 3 Hyperlink GSD 4
Distributed
M/M
Project Management
Testing
Jan
Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin
Feb
Mar
Q1 - Qtd
528,038 9,239 203,824 213,063 314,974 60% 42,353 18,093 254,528 48.2%
397,386 4,012 179,641 183,653 213,734 54% 38,062 13,206 162,466 40.9%
455,525 762 183,681 184,444 271,081 60% 39,417 20,459 211,205 46.4%
1,346,512 20,185 496,111 516,296 830,216 62% 41,366 61,101 727,749 54.0%
-24.74% -56.58% 997,408 17,080 479,983 497,063 500,345 50% 26,776 59,587 413,982 41.5%
14.63% -81.00% 2,592,340 49,744 578,430 628,174 1,964,166 76% 33,427 65,396 1,865,344 72.0%
1,823,480 125,037 1,100,382 1,225,419 598,062 33% 102,429 95,747 399,886 21.9%
-25.93% -15.38% 2,275,600 79,764 1,056,237 1,136,001 1,139,599 50% 89,703 68,207 981,690 43.1%
159.91% 191.24% 2,547,139 40,572 1,176,262 1,216,834 1,330,305 52% 63,421 78,138 1,188,746 46.7%
1,337,333 21,933 525,964 547,897 789,436 59% 45,928 36,053 707,455 52.9%
24.79% -36.21% 1,260,305 36,358 514,480 550,838 709,467 56% 35,534 26,470 647,463 51.4%
11.93% -49.14% 2,080,154 12,792 572,365 585,157 1,494,996 72% 38,223 31,977 1,424,797 68.5%
-5.76% 65.77%
65.05% -64.82%
0% 11,020
0% 16,340
0% 12,273
(11,020) #DIV/0!
(16,340) #DIV/0!
(12,273) #DIV/0!
136,293 5,591 39,615 45,206 91,087 67% 12,444 716 77,927
0.00% 0.00% 115,587 176 32,859 33,036 82,551 71% 29,784 1,004 51,763
0.00% 0.00% 125,867 39,831 39,831 86,036 68% 24,472 495 61,069
Apr
1,380,948 14,014 567,146 581,160 799,789 58% 119,831 51,759 628,199 45.5%
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
4,936,260 87,009 1,554,523 1,641,532 3,294,727 67% 101,569 186,084 3,007,074 60.9%
0.08% 391.31% 1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
6,646,220 245,373 3,332,881 3,578,254 3,067,966 46% 255,552 242,092 2,570,322 38.7%
-26.79% -74.42% 2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
4,677,792 71,084 1,612,809 1,683,892 2,993,899 64% 119,685 94,499 2,779,715 59.4%
-2.24% 80.01% 1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
0% 39,633 (39,633) #DIV/0!
-20.07% 78.89% 6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
377,747 5,768 112,306 118,073 259,673 69% 66,699 2,214 190,760
0.00% 0.00% 155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
May
Jun
Q2 - QTD
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
GSD F_AC_H1
Screen title and heading: Account-wise historical detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee Version 0.1, 02/Jul/2003 2001 Viker Incorporated
and
Learning
of
the
perspective Empdetail_GSD.html
Draft/Issue Uncontrolled if Copy/Printed
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4
detail
Description of objects Name of Title of Description of the Parameters of the object the object the object object GSD F_AC_H1
AC historical financial detail
Table representing Column 1: AC (All AC) historical financial Column 2: The following detail for each parameters for each AC customer 1. AC Revenue 2. AC Project direct costs 3. AC Project GM 4. AC Project GM% 5. AC OH and bench costs 6. AC GM 7. AC GM% Column 3 onwards: All months till current month in the current FY
Screen GSD 7: Custdetail_GSD.html
Go to detail
25,000
20,000
60.00%
25,000
50.00%
20,000
Hyperlink GSD 1
30.00% 10,000
Hyperlink GSD 3
15,000
Revenue GM%
30.00% 10,000
5,000
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GSD C1
GM%
10.00%
10.00%
-
Revenue
20.00%
20.00% 5,000
Hyperlink GSD 2
50.00% 40.00%
40.00% 15,000
60.00%
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GSD C2
Hyperlink GSD 4
Screen title and heading: Customer Perspective summary for GSD Description of hyperlinks Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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User Requirement Report
Name of the Title of the link hyperlink
Destination link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee 4 detail
and
Learning
of
the
perspective Empdetail_GSD.html
Description of objects Name of Title of Description the object the object object GSD C1
No. of active clients and avg. client size
of
the Parameters of the object
Column and line chart X-Axis – All the months till representing monthly current month in current FY no. of active clients Primary Y-axis – No. of active and avg. client size clients plotted as columns Secondary Y-axis – Avg. client size in ‘000 USD, plotted as a line
GSD C2
Client retention and repeat business
Column and line chart X-Axis – All the months till representing monthly current month in current FY client retention and Primary Y-axis – Client retention repeat business rates rate plotted as columns Secondary Y-axis – Avg. client size in ‘000 USD, plotted as a line
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Screen GSD 8: Prodetail_GSD.html
Go to detail
Internal Process Perspective
Hyperlink GSD 1 Hyperlink GSD 2 Hyperlink GSD 3 Hyperlink GSD 4 Hyperlink IP 1
Hyperlink IP 2
Hyperlink IP 3
Hyperlink IP 4
Click on boxes to see detail
Screen title and heading: Internal process perspective for GSD Description of hyperlinks Name of the Title of the link hyperlink
Destination of the Action on link mouse-over
Hyperlink 1
GSD Financial perspective detail
Findetail_GSD.html
Hyperlink 2
GSD Customer detail
Hyperlink 3
GSD Internal Process Prodetail_GSD.html perspective detail
None
Hyperlink 4
GSD Employee and Learning Empdetail_GSD.html perspective detail
None
Hyperlink IP 1
perspective Custdetail_GSD.html
Volume and costs
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Pro_Vol_GSD.html
Draft/Issue Uncontrolled if Copy/Printed
None None
Display text box with content “Billed Hours and Costs Page 52 Ref. No: METMISUR1
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break-up in cost categories” Hyperlink IP 2
Efficiency
Pro_Eff_GSD.html
Display text box with content “Utilization, leverage ratio, pyramid structure, billable population as % of total”
Hyperlink IP 3
Staffing Efficiency
Pro_Stff_GSD.html
Display text box with content “Resource requisitions open, resource requisitions raised, HC projections”
Hyperlink IP 4
Quality metrics
Pro_Qly_GSD.html
Display text box with content “% Projects at CMM level 5, Defect density”
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Screen GSD 9: Pro_Vol_GSD.html
25,000
20,000
60.00%
25,000
50.00%
20,000
Go to detail
30.00% 10,000
Hyperlink GSD 2
15,000
Revenue
30.00%
GM%
10,000
5,000
GM%
10.00%
10.00%
-
Revenue
20.00%
20.00% 5,000
Hyperlink GSD 1
50.00% 40.00%
40.00% 15,000
60.00%
-
0.00%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GSD IPV1
GSD IPV2
Hyperlink GSD 3 Hyperlink GSD 4
This month’s performance GM 42%
GSD mgmt costs 4%
Project costs 48%
SL OH costs 6%
GSD IPV3
Hyperlink IPV 1
GSD IPV4
Screen title and heading: Costs and Volume – Internal Process perspective summary for GSD Description of hyperlinks Name of the Title of the link Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
Destination
of
the
Page 54 Ref. No: METMISUR1
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User Requirement Report
hyperlink
link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee 4 detail Hyperlink IPV1
and
Learning
perspective Empdetail_GSD.html
Click here for SL detail
Pro_Vol_SL_GSD.html
Description of objects Name of Title of Description the object the object object GSD IPV1
of
the Parameters of the object
Cost break- Stacked column chart up by representing monthly category costs break-up into salary, travel and other costs for GSD
X-Axis – All the months till current month in current FY
Primary Y-axis – Stacked columns with the following parameters (all in ‘000 USD) 1. Lowest stack – Salary costs for GSD 2. Next higher stack – Travel costs for GSD 3. Highest stack – Other costs for GSD Column chart X-Axis – All the months till representing monthly current month in current FY billable hours in FTE Y-axis – Total billable hours in equivalent for GSD GSD in FTE equivalent
GSD IPV2
FTE equivalent billed volume
GSD IPV3
Cost breakup by category for current month
Pie-chart representing percentage break-up of costs into categories for current month
GSD IPV4
Variance analysis
Table of monthly The table has variance analysis on parameters:
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
The 3 parameters for the piechart are: Salary cost for GSD, Travel cost for GSD and other costs for GSD al in percentage break the
following
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Column 1: Months – All months till the current month for current FY Column 2: Headings for the following parameters for each month – Salary costs, Travel costs, other costs, Total GSD costs Column 3: Budget nos. for parameters in Col 2 Column 4: Actual nos. for parameters in Col 2 Column 5: Variance against budget for parameters in Col 2 Column 6: Forecast nos. for parameters in Col 2 Column 7: Actual nos. for parameters in Col 2 Column 8: Variance against forecast for parameters in Col 2
costs for GSD
Screen GSD 10: Pro_Vol_SL_GSD.html 25,000
20,000
60.00%
25,000
50.00%
20,000
30.00% 10,000
50.00% 40.00%
40.00% 15,000
60.00%
15,000
Revenue GM%
30.00% 10,000
Go to detail Hyperlink GSD 1
5,000
10.00%
10.00%
-
Revenue GM%
20.00%
20.00% 5,000
-
0.00%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GSD IPV_SL1
GSD IPV_SL2
Hyperlink GSD 2 Hyperlink GSD 3
Hyperlink IPV_SL1
Hyperlink GSD 4
GSD IPV_SL3
Screen title and heading: Costs and Volume – Current month SL detail for GSD Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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Description of hyperlinks Name of hyperlink
the Title of the link
Destination link
of
the
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Hyperlink GSD 4
Employee detail
Hyperlink IPV_SL1
Click here for historical SL detail
and
Learning
perspective Empdetail_GSD.html Pro_Vol_SL_hist_GSD.ht ml
Description of objects Name of Title of Description the object the object object GSD IPV_SL1
GSD IPV_SL2
GSD IPV_SL3
of
the Parameters of the object
Current month cost break-up by category for each SL
Stacked column chart representing current month costs break-up into salary, travel and other costs for each SL in GSD
X-Axis – All the SL
Current month variance analysis
Table of current month variance analysis on costs for each SL in GSD
The table has the following parameters: Column 1: SL name – All SL in GSD Column 2: Headings for the following parameters for each month – Salary costs, Travel
Primary Y-axis – Stacked columns with the following parameters (all in ‘000 USD) for each SL 1. Lowest stack – Salary costs for SL 2. Next higher stack – Travel costs for SL 3. Highest stack – Other costs for SL FTE Column chart X-Axis – All the SL equivalent representing current billed month billable hours Y-axis – Total billable hours for volume for in FTE equivalent for each SL in GSD in FTE equivalent each SL each SL in GSD
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costs, other costs, Total SL costs Column 3: Budget nos. for parameters in Col 2 Column 4: Actual nos. for parameters in Col 2 Column 5: Variance against budget for parameters in Col 2 Column 6: Forecast nos. for parameters in Col 2 Column 7: Actual nos. for parameters in Col 2 Column 8: Variance against forecast for parameters in Col 2
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Screen GSD 11: Pro_Vol_SL_hist_GSD.html
Service line
Metric
Business Intelligence
Go to detail Hyperlink GSD 1 Credit Services - V+
Hyperlink GSD 2 Hyperlink GSD 3 Hyperlink GSD 4
Distributed
M/M
Project Management
Testing
Jan
Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin
Feb
Mar
Q1 - Qtd
528,038 9,239 203,824 213,063 314,974 60% 42,353 18,093 254,528 48.2%
397,386 4,012 179,641 183,653 213,734 54% 38,062 13,206 162,466 40.9%
455,525 762 183,681 184,444 271,081 60% 39,417 20,459 211,205 46.4%
1,346,512 20,185 496,111 516,296 830,216 62% 41,366 61,101 727,749 54.0%
-24.74% -56.58% 997,408 17,080 479,983 497,063 500,345 50% 26,776 59,587 413,982 41.5%
14.63% -81.00% 2,592,340 49,744 578,430 628,174 1,964,166 76% 33,427 65,396 1,865,344 72.0%
1,823,480 125,037 1,100,382 1,225,419 598,062 33% 102,429 95,747 399,886 21.9%
-25.93% -15.38% 2,275,600 79,764 1,056,237 1,136,001 1,139,599 50% 89,703 68,207 981,690 43.1%
159.91% 191.24% 2,547,139 40,572 1,176,262 1,216,834 1,330,305 52% 63,421 78,138 1,188,746 46.7%
1,337,333 21,933 525,964 547,897 789,436 59% 45,928 36,053 707,455 52.9%
24.79% -36.21% 1,260,305 36,358 514,480 550,838 709,467 56% 35,534 26,470 647,463 51.4%
11.93% -49.14% 2,080,154 12,792 572,365 585,157 1,494,996 72% 38,223 31,977 1,424,797 68.5%
-5.76% 65.77%
65.05% -64.82%
0% 11,020
0% 16,340
0% 12,273
(11,020) #DIV/0!
(16,340) #DIV/0!
(12,273) #DIV/0!
136,293 5,591 39,615 45,206 91,087 67% 12,444 716 77,927
0.00% 0.00% 115,587 176 32,859 33,036 82,551 71% 29,784 1,004 51,763
0.00% 0.00% 125,867 39,831 39,831 86,036 68% 24,472 495 61,069
Apr
1,380,948 14,014 567,146 581,160 799,789 58% 119,831 51,759 628,199 45.5%
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
4,936,260 87,009 1,554,523 1,641,532 3,294,727 67% 101,569 186,084 3,007,074 60.9%
0.08% 391.31% 1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
6,646,220 245,373 3,332,881 3,578,254 3,067,966 46% 255,552 242,092 2,570,322 38.7%
-26.79% -74.42% 2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
4,677,792 71,084 1,612,809 1,683,892 2,993,899 64% 119,685 94,499 2,779,715 59.4%
-2.24% 80.01% 1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
0% 39,633 (39,633) #DIV/0!
-20.07% 78.89% 6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
377,747 5,768 112,306 118,073 259,673 69% 66,699 2,214 190,760
0.00% 0.00% 155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
May
Jun
Q2 - QTD
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
GSD IPV_SL_H1
Screen title and heading: SL-wise historical costs break-up – GSD Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink GSD Financial perspective detail 1
Findetail_GSD.html
Hyperlink GSD Customer perspective detail 2
Custdetail_GSD.html
Hyperlink GSD Internal Process perspective detail 3
Prodetail_GSD.html
Hyperlink GSD Employee Version 0.1, 02/Jul/2003 2001 Viker Incorporated
and
Learning
of
the
perspective Empdetail_GSD.html
Draft/Issue Uncontrolled if Copy/Printed
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detail
Description of objects Name of Title of Description of the Parameters of the object the object the object object GSD IPV_SL_H1
SL historical costs detail
Table representing Column 1: SL (All AC) historical costs Column 2: The following break-up detail for parameters for each SL each SL 1. SL Salary costs 2. SL Travel costs 3. SL Other costs 4. SL Total costs Column 3 onwards: All months till current month in the current FY
Screen GSD 12: Pro_Eff_GSD.html
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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25,000
Volume
60.00% 1,400
50.00%
20,000
1,200 40.00%
15,000 30.00% 10,000
1,000 Revenue
800
GM%
Volume 600
20.00%
400 5,000
Go to detail
10.00%
-
200 -
0.00%
Jan
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 1
GSD IPE 1
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD IPE 2
Hyperlink GSD 2 Hyperlink GSD 3 Volume
Hyperlink GSD 4
1,400 1,200 1,000 800 Volume 600 400 200 Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD IPE 3
Hyperlink IPE 1
Screen title and heading: Efficiency summary for GSD – Internal Process Perspective Description of hyperlinks Name of hyperlink
the Title of the link
Destination link
of
the
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Hyperlink GSD 4
Employee detail
Hyperlink IPE 1
Click here for SL detail
and
Learning
perspective Empdetail_GSD.html Pro_Eff_SL_GSD.html
Description of objects Name of Title of Description the object the object object GSD IPE1
Utilization and billable population %
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
of
the Parameters of the object
Column and line chart X-Axis – All the months till representing monthly current in current FY utilization and billable Primary Y-axis – Columns population ratio for Draft/Issue Uncontrolled if Copy/Printed
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GSD
GSD IPE2
GSD IPE3
representing utilization %
Secondary Y-axis – Line chart representing billable population as percentage of total population in GSD Leverage Column chart X-Axis – All the months till ratio in representing monthly current month in current FY GSD leverage ratio in GSD Y-axis – Leverage ratio in GSD plotted as columns Current Column chart X-Axis – All current designations pyramid representing current in GSD, e.g. Associate, Cons, Sr. structure in pyramid structure in Cons, etc GSD GSD Y-Axis – No. of associates in each designation plotted as columns
Screen GSD 13: Pro_Eff_SL_GSD.html
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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25,000
Volume
60.00% 1,400
50.00%
20,000
1,200 40.00%
15,000 30.00% 10,000
1,000 Revenue
800
GM%
Volume 600
20.00%
400 5,000
Go to detail
10.00%
-
200 -
0.00%
Jan
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 1
Feb
GSD IPE_SL 1
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD IPE_SL 2
Hyperlink GSD 2 Hyperlink GSD 3 Volume
Hyperlink GSD 4
Volume
1,400
1,400
1,200
1,200
1,000
1,000
800
800 Volume
Volume
600
600
400
400
200
200
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
GSD IPE_SL 3
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD IPE_SL 4
Volume
Volume
1,400
1,400
1,200
1,200
1,000
1,000
800
800 Volume
Volume
600
600
400
400
200
200
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
GSD IPE_SL 5
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD IPE_SL 6
Volume
Volume
1,400
1,400
1,200
1,200
1,000
1,000
800
800 Volume
Volume
600
600
400
400
200
200
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
GSD IPE_SL 7
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD IPE_SL 8
Screen title and heading: SL detail – Efficiency – GSD Internal Process Perspective Description of hyperlinks Name of hyperlink
the Title of the link
Destination link
of
the
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Hyperlink GSD 4
Employee detail
and
Learning
perspective Empdetail_GSD.html
Description of objects Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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Name of Title of Description the object the object object GSD IPE_SL1
Utilization and billable population % for each SL
the Parameters of the object
Column and line chart representing current month utilization and billable population ratio for each SL in GSD
X-Axis – All the SL Primary Y-axis – Columns representing utilization %
Secondary Y-axis – Line chart representing billable population as percentage of total population for each SL in GSD Leverage Column chart X-Axis – All the months till ratio in representing current current month in current FY GSD month leverage ratio Y-axis – Leverage ratio for each for each SL in GSD SL in GSD plotted as columns
GSD IPE_SL2
GSD IPE_SL3 GSD IPE_SL8
of
Current – pyramid structure for SL
Column charts X-Axis – All current designations representing current in GSD, e.g. Associate, Cons, Sr. pyramid structure for Cons, etc all SL in GSD Y-Axis – No. of associates in each designation for each SL plotted as columns
Screen GSD 14: Pro_Stff_GSD.html
Go to detail
25
Hyperlink GSD 1
15
20
No. of resorcereq. raised No. of requisitions open
10
Hyperlink GSD 2
5
-
Hyperlink GSD 3 Hyperlink GSD 4
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD IPS 1
Screen title and heading: Staffing Efficiency GSD Summary – Internal Process Perspective Description of hyperlinks Name
of
the Title of the link
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
Destination
of
the
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hyperlink
link
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Hyperlink GSD 4
Employee detail
and
Learning
perspective Empdetail_GSD.html
Description of objects Name of Title of Description the object the object object GSD IPS1
Resource requisitions raised and open resource requisitions
of
the Parameters of the object
Double column chart representing the raised resource requisitions and open resource requisition for each month
X-Axis – All the months till current month in current FY Y-axis – Double columns representing the following: 1. Raised resource requisitions 2. Open resource requisitions
Screen GSD 15: Pro_Stff_GSD.html
Go to detail Hyperlink GSD 1
Need to think about this one
Hyperlink GSD 2 Hyperlink GSD 3 Hyperlink GSD 4
Screen title and heading: Quality metrics GSD Summary – Internal Process Perspective Description of hyperlinks Name
of
the Title of the link
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
Destination
of
the
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hyperlink
link
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Hyperlink GSD 4
Employee detail
and
Learning
perspective Empdetail_GSD.html
Description of objects Name of Title of Description the object the object object Need think
of
the Parameters of the object
to
Screen GSD 16: Empdetail_GSD.html
25,000
Volume
60.00% 1,400
50.00%
20,000
1,200 40.00%
15,000 30.00% 10,000
Go to detail
1,000 Revenue
800
GM%
Volume 600
20.00%
400 5,000
10.00%
-
200 -
0.00%
Jan
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 1
GSD OL 1
Hyperlink GSD 2 Hyperlink GSD 3
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD OL 2
Hyperlink OL 1
Hyperlink GSD 4
Screen title and heading: Organizational Learning perspective summary for GSD Description of hyperlinks Name of hyperlink
the Title of the link
Destination link
of
the
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Hyperlink GSD 4
Employee detail
and
Learning
Hyperlink OL 1
Click here for SL detail
perspective Empdetail_GSD.html Empdetail_SL_GSD.htm l
Description of objects Name of Title of Description the object the object object GSD OL1
GSD OL2
No. of associates and retention rate
of
the Parameters of the object
Column and line chart representing monthly associate nos. and retention rates for GSD
X-Axis – All the months till current in current FY Primary Y-axis – Columns representing no. of associates in GSD
Secondary Y-axis – Line chart representing retention rate for GSD No. of Column chart X-Axis – All the months till associates representing monthly current month in current FY on the bench nos. in GSD Y-axis – No. of associates on the bench bench in GSD plotted as columns
Screen GSD 17: Empdetail_SL_GSD.html
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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25,000
Volume
60.00% 1,400
50.00%
20,000
1,200 40.00%
15,000 30.00% 10,000
Go to detail
1,000 Revenue
800
GM%
Volume 600
20.00%
400 5,000
10.00%
-
200 -
0.00%
Jan
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GSD 1
GSD OL_SL 1
Hyperlink GSD 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GSD OL_SL 2
Hyperlink GSD 3 Hyperlink GSD 4
Screen title and heading: SL detail – Organizational Learning perspective – GSD Description of hyperlinks Name of hyperlink
the Title of the link
Destination link
of
the
Hyperlink GSD 1
Financial perspective detail
Findetail_GSD.html
Hyperlink GSD 2
Customer perspective detail
Custdetail_GSD.html
Hyperlink GSD 3
Internal Process perspective detail
Prodetail_GSD.html
Hyperlink GSD 4
Employee detail
and
Learning
perspective Empdetail_GSD.html
Description of objects Name of Title of Description the object the object object GSD OL_SL1
GSD OL2
No. of associates and retention rate for each SL
of
the Parameters of the object
Column and line chart representing current month associate nos. and retention rates for each SL in GSD
X-Axis – All the SL Primary Y-axis – Columns representing no. of associates in each SL
Secondary Y-axis – Line chart representing retention rate for each SL No. of Column chart X-Axis – All the SL associates representing current on the month bench nos. for Y-axis – No. of associates on the bench for each SL plotted as bench for each SL in GSD columns each SL
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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User Requirement Report
Draft/Issue Uncontrolled if Copy/Printed
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Appendix D: Screen content and Layouts – GBD User This appendix describes the screen content and layouts for all the screens mentioned for Head GBD earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: GBD Screen GBD1: Homepage_GBD.html
Go to detail
Need to decide what information goes on the homepage dashboard
Hyperlink GBD 1 Hyperlink GBD 2 Hyperlink GBD 3 Hyperlink GBD 4
Screen title and heading: Summary dashboard for Head GBD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal Process perspective detail
Prodetail_GBD.html
Hyperlink GBD 4
Employee and Learning perspective Empdetail_GBD.html detail
Description of objects Name of Title of Description the object the object object
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
of
the Parameters of the object
Draft/Issue Uncontrolled if Copy/Printed
Page 70 Ref. No: METMISUR1
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Need define
User Requirement Report
to
Screen GBD2: Findetail_GBD.html
Volume
25
1,400
20
1,200 15
1,000 800
Go to detail
No. of resorce req. raised No. of requisitions open
10
Volume 600 400
5
200 -
Hyperlink GBD 1
-
Jan
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
GBD F1
Hyperlink GBD 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Dec
GBD F2
Hyperlink GBD 3 25,000
Hyperlink GBD 4
Volume
60.00% 1,400
50.00%
20,000
1,200 40.00%
Need to define
15,000
30.00%
10,000
1,000 Revenue
800
GM%
Volume 600
20.00%
400
5,000
10.00%
-
200
0.00%
-
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan
GBD F3
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD F4
Volume 1,400 1,200 1,000
GM 42%
800
Project costs 48%
Volume 600 400
GSD mgmt costs 4%
200
SL OH costs 6%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD F5
GBD F6
Hyperlink GBD F1
Screen title and heading: Financial perspective summary – Head GBD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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Hyperlink GBD 3
Internal Process perspective detail
Prodetail_GBD.html
Hyperlink GBD 4
Employee and Learning perspective Empdetail_GBD.html detail
Hyperlink GBD F1
Click here for IL detail
Findetail_IL_GBD.html
Description of objects Name of Title of Description the object the object object
of
GBD F1
chart X-Axis – Months (Jan till current monthly month in curr FY)
GBD F2
Revenues
Column representing revenues
the Parameters of the object
Budget vs. Double column chart actual costs representing monthly for GBD budget vs. actual costs for the GBD function
Primary Y-axis – Revenue in ‘000 USD plotted as columns X-Axis – Months (Jan till current month in curr FY) Primary Y-axis – Double columns representing the following parameters: Actual costs for GBD in ‘000 USD and budgeted costs for GBD in ‘000 USD
GBD F3
Pipeline and backlog information
Need to define
GBD F4
Revenue forecast
Column chart X-Axis – Months (Current month representing revenue in curr FY till the next 12 forecast for the next months in the future) 12 months Primary Y-axis – Revenue forecast in ‘000 USD plotted as columns
GBD F5
Accounts receivables (DSO)
Column chart X-Axis – Months (Jan till current representing account month in curr FY) receivables trend Primary Y-axis – Accounts receivables in DSO plotted as columns
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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GDB F6
User Requirement Report
Accounts receivables – ageing
Pie chart representing Pie chart with the following aging information for parameters – AR <=45 days, accounts receivables 45-60 days, 60-90 days and >90 days
Screen GBD3: Findetail_IL_GBD.html
Volume
25
1,400
20
1,200 15
1,000 800 Volume
Go to detail
No. of resorce req. raised No. of requisitions open
10
600 400
5
200 -
Hyperlink GBD 1
-
Jan
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
GBD F_IL1
Hyperlink GBD 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Dec
GBD F_IL2
Hyperlink GBD 3 25,000
Hyperlink GBD 4
60.00% 50.00%
20,000
40.00%
Need to define
15,000
30.00%
10,000
Revenue GM%
20.00% 5,000
10.00%
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GBD F_IL3
Volume 1,400 1,200 1,000
GM 42%
800
Project costs 48%
Volume 600 400
GSD mgmt costs 4%
200
SL OH costs 6%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD F_IL4
Hyperlink GBD F_IL1
GBD F_IL5
Hyperlink GBD F_IL2
Screen title and heading: IL detail (current month) – Financial perspective – GBD Description of hyperlinks Name of hyperlink
the Title of the link
Hyperlink GBD 1 Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Financial perspective detail Draft/Issue Uncontrolled if Copy/Printed
Destination link
of
the
Findetail_GBD.html Page 73 Ref. No: METMISUR1
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Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal Process perspective detail
Prodetail_GBD.html
Hyperlink GBD 4
Employee and Learning perspective Empdetail_GBD.html detail
Hyperlink F_IL1
GBD Click here for IL-wise account detail
Findetail_IL_AC_GBD.ht ml
Hyperlink F_IL2
GBD Click here for historical IL detail
Findetail_IL_hist_GBD.h tml
Description of objects Name of Title of Description the object the object object
of
the Parameters of the object
GBD F_IL1
IL Revenues
Column chart X-Axis – All IL representing current Primary Y-axis – IL-wise revenue month IL revenues for current month in ‘000 USD plotted as columns
GBD F_IL2
Current month budget vs. actual costs for IL
Double column chart representing current month budget vs. actual costs for the IL within GBD
GBD F_IL3
Pipeline and backlog information for each IL
Need to define
GBD F_IL4
Accounts receivables by IL (DSO)
Column chart X-Axis – All IL representing end of Y-axis – Accounts current month account Primary receivables for each IL receivables in DSO plotted as columns for each IL
GDB F_IL5
Accounts
Pie chart representing Pie chart with the following
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
X-Axis – All IL Primary Y-axis – Double columns representing the following parameters: Current month actual costs for each IL in ‘000 USD and current month budgeted costs for each IL in ‘000 USD
Page 74 Ref. No: METMISUR1
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receivables contribution of IL to parameters – Proportion of IL– age risk AR greater than 90 wise contribution towards AR by IL days more than 90 days
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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Screen GBD4: Findetail_IL_AC_GBD.html Hyperlink GBD F_IL_AC1
Hyperlink GBD F_IL_AC2 Hyperlink GBD F_IL_AC3
Hyperlink GBD F_IL_AC4
Hyperlink GBD F_IL_AC5 Hyperlink GBD F_IL_AC6
Go to detail Hyperlink GBD 1 Hyperlink GBD 2
Industry line 1 (Tag) Volume 1,400
Hyperlink GBD 3
1,200 1,000 800 Volume
Hyperlink GBD 4
600 400 200 Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD F_IL_AC1 Volume 1,400 1,200
GM 42%
1,000 800
Project costs 48%
Volume 600 400
GSD mgmt costs 4%
200
SL OH costs 6%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD F_IL_AC2
GBD F_IL_AC3
Repeat above graphs for IL 2-5 in this space Industry line 6 (Tag) Volume 1,400 1,200 1,000 800 Volume 600 400 200 Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD F_IL_AC1 Volume 1,400 1,200
GM 42%
1,000 800
Project costs 48%
Volume 600 400
GSD mgmt costs 4%
200
SL OH costs 6%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD F_IL_AC2
GBD F_IL_AC3
Hyperlink GBD F_IL_AC7
Screen title and heading: perspective – GBD
Account-wise detail (current month) – Financial
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Name of hyperlink
User Requirement Report
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal Process perspective detail
Prodetail_GBD.html
Hyperlink GBD 4
Employee and perspective detail
Learning Empdetail_GBD.html
Hyperlink F_IL_AC1 – F_IL_AC6
GBD IL name GBD
Industry line 1 to industry line 6 tags on the same page
Hyperlink F_IL_AC7
GBD Click here for historical AC detail
Findetail_IL_AC_hist_GBD.h tml
Description of objects Name of Title of Description the object the object object GBD F_IL_AC1
Accountwise Revenues
of
the Parameters of the object
Column chart representing current month account-wise revenues for the particular IL
X-Axis – All accounts in that IL Primary Y-axis – Account-wise revenue for current month in ‘000 USD plotted as columns
(for tags)
all
GBD F_IL_AC2
Accounts receivables by account all (DSO)
Column chart representing end of current month account receivables for all accounts in the IL
X-Axis – All accounts in that IL
Accounts receivables – age risk all by account
Pie chart representing contribution of accounts to AR greater than 90 days in that IL
Pie chart with the following parameters – Proportion of ACwise contribution towards AR more than 90 days in that IL
(for tags) GDB F_IL_AC3 (for tags)
Primary Y-axis – Accounts receivables in DSO plotted as columns for each account
Screen GBD5: Findetail_IL_hist_GBD.html
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Go to detail Need to define
Hyperlink GBD 1 Hyperlink GBD 2 Hyperlink GBD 3 Hyperlink GBD 4
Screen title and heading: Historical IL detail – Financial perspective – GBD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal detail
Hyperlink GBD 4
Employee and perspective detail
Process
perspective Prodetail_GBD.html Learning Empdetail_GBD.html
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GBD6: Findetail_IL_AC_hist_GBD.html
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Go to detail Need to define
Hyperlink GBD 1 Hyperlink GBD 2 Hyperlink GBD 3 Hyperlink GBD 4
Screen title and heading: Historical AC detail – Financial perspective – GBD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal detail
Hyperlink GBD 4
Employee and perspective detail
Process
perspective Prodetail_GBD.html Learning Empdetail_GBD.html
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GBD7: Custdetail_GBD.html
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Volume
25,000
1,400
60.00% 50.00%
20,000
1,200
Go to detail
40.00%
1,000
15,000 30.00%
800 Volume
10,000
600 400
Hyperlink GBD 1
Revenue GM%
20.00% 5,000
10.00%
200 -
Jan
Hyperlink GBD 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD C1
Hyperlink GBD 3
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GBD C2
Hyperlink GBD 4 25,000
60.00% 50.00%
20,000
40.00% 15,000 30.00% 10,000
Revenue GM%
20.00% 5,000
10.00%
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GBD C2
Screen title and heading: Customer perspective summary – Head GBD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal detail
Hyperlink GBD 4
Employee and perspective detail
Process
perspective Prodetail_GBD.html Learning Empdetail_GBD.html
Description of objects Name of Title of Description the object the object object
of
the Parameters of the object
GBD C1
Customer satisfaction score
Column chart X-Axis – All accounts representing account wise customer Primary Y-axis – Account-wise customer satisfaction scores satisfaction score plotted as columns
GBD C2
Existing clients
Column and double X-axis – Months (All months till line chart representing
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information
GBD C3
the following information – No. of active clients, client retention rate and repeat business %
current month in current FY) Primary Y-axis – No. of active clients plotted as columns
Secondary Y-axis – Two line for the following parameters: 1. Client retention rate monthly 2. Repeat business rate monthly New client Column and line chart X-axis – Months (All months till information representing no. of current month in current FY) new clients added and % YTD revenues from Primary Y-axis – No. of new clients added plotted as new clients columns Secondary Y-axis %YTD revenues each month from new clients plotted as a line
Screen GBD8: Prodetail_GBD.html
Volume
25
1,400
20
1,200
Go to detail Hyperlink GBD 1
1,000
15 Volume
600
5 200
Jan
Hyperlink GBD 3
No. of requisitions open
10
400
-
Hyperlink GBD 2
No. of resorcereq. raised
800
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
-
Dec
Jan
GBD IP1
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD IP2
Hyperlink GBD 4 Hyperlink GBD IP1
Screen title and heading: Internal process perspective summary – Head GBD Description of hyperlinks Name of hyperlink
the Title of the link
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Destination of the link
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Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal detail
Hyperlink GBD 4
Employee and perspective detail
Hyperlink GBD IP1
Click here for IL detail
Process
perspective Prodetail_GBD.html Learning Empdetail_GBD.html Prodetail_IL_GBD.html
Description of objects Name of Title of Description the object the object object
of
the Parameters of the object
GBD IP1
Utilization
Column chart X-Axis – Months (all months till representing overall current month in current FY) GSD utilization by Primary Y-axis – Monthly GSD month utilization plotted as columns
GBD IP2
Billing rates
Double column and line chart representing monthly onsite, offshore and blended billing rates
X-axis – Months (all months till current month in current FY) Primary Y-axis – Monthly onsite and offshore billing rates plotted as columns Secondary Y-axis – Monthly blended billing rate plotted as a line
Screen GBD9: Prodetail_IL_GBD.html
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Hyperlink GBD IP_IL1
Hyperlink GBD IP_IL2
Hyperlink GBD IP_IL3
Hyperlink GBD IP_IL4
Hyperlink GBD IP_IL5
Hyperlink GBD IP_IL6
Go to detail Hyperlink GBD 1 Hyperlink GBD 2
Industry line1 (tag) 25
Hyperlink GBD 3
20
15
Hyperlink GBD 4
No. of resorcereq. raised No. of requisitions open
10
5
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD IP_IL1
Insert similar graph as above for IL2-5 Industry line6 (tag) 25
20
15
No. of resorcereq. raised No. of requisitions open
10
5
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GBD IP_IL1
Screen title and heading: IL detail – Internal process perspective – GBD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal detail
Hyperlink GBD 4
Employee and perspective detail
Hyperlink
Names of all the industry lines
Process
perspective Prodetail_GBD.html Learning Empdetail_GBD.html
GBD IP_IL1 – GBD IP_IL6
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Respective IL tags on the same page
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Description of objects Name of Title of Description the object the object object GBD IP_IL1
Billing rates
of
the Parameters of the object
Double column and line chart representing monthly onsite, offshore and blended billing rates for the particular IL
X-axis – Months (all months till current month in current FY) Primary Y-axis – Monthly onsite and offshore billing rates plotted as columns for that IL Secondary Y-axis – Monthly blended billing rate plotted as a line for that IL
Screen GBD10: Empdetail_GBD.html
25,000
60.00% 50.00%
20,000
40.00%
Go to detail
15,000 30.00% 10,000
Revenue GM%
20.00%
Hyperlink GBD 1
5,000
10.00%
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink GBD 2
GBD E1
Hyperlink GBD 3 Hyperlink GBD 4
Screen title and heading: Employee perspective – GBD Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBD 1
Financial perspective detail
Findetail_GBD.html
Hyperlink GBD 2
Customer perspective detail
Custdetail_GBD.html
Hyperlink GBD 3
Internal detail
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Process
perspective Prodetail_GBD.html
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Hyperlink GBD 4
Employee and perspective detail
Learning Empdetail_GBD.html
Description of objects Name of Title of Description the object the object object GBD E1
Employee nos. and retention rate
of
the Parameters of the object
Column and line chart X-axis – Months (all months till representing current month in current FY) employee information Primary Y-axis – Monthly no. of for GBD associates in GBD plotted as columns Secondary Y-axis – Monthly retention rate in GBD plotted as a line
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Appendix E: Screen content and Layouts – CFO User This appendix describes the screen content and layouts for all the screens mentioned for CFO earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: Head CFO Screen CFO 1: Homepage_CFO.html
Go to detail
Need to define
Hyperlink CFO 1 Hyperlink CFO 2 Hyperlink CFO 3 Hyperlink CFO 4
Screen title and heading: Summary dashboard for CFO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink CFO 1
Financial perspective detail
Findetail_CFO.html
Hyperlink CFO 2
Customer perspective detail
Custdetail_CFO.html
Hyperlink CFO 3
Internal Process perspective detail
Prodetail_CFO.html
Hyperlink CFO 4
Employee and Learning perspective Empdetail_CFO.html detail
Description of objects Name of Title of Description the object the object object Need
of
the Parameters of the object
to
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define
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Screen CFO 2: Findetail_CFO.html 25,000
60.00%
25
50.00%
20,000
20
40.00% 15,000
15
Revenue
30.00%
Go to detail
5
10.00%
-
0.00%
-
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink CFO 1
Jan
CFO F1
Hyperlink CFO 4
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F2
Hyperlink CFO 2 Hyperlink CFO 3
No. of requisitions open
10
20.00% 5,000
No. of resorce req. raised
GM%
10,000
This month’s performance 25
20
15
GM 42%
No. of resorce req. raised
Project costs 48%
No. of requisitions open
10
5
SL OH costs 6%
GSD mgmt costs 4%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F3
CFO F4
Hyperlink CFO F1
Hyperlink CFO F2
Hyperlink CFO F3
Volume 1,400 1,200 1,000
GM 42%
800
Project costs 48%
Volume 600 400
GSD mgmt costs 4%
200
SL OH costs 6%
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F5
CFO F6
Volume
25,000
60.00%
1,400
50.00%
20,000
1,200
40.00%
1,000
15,000 30.00%
800 Volume
Need to define
600 400
10,000
5,000 Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
GM%
10.00%
200
Jan
Revenue
20.00%
Oct
Nov
Dec
CFO F7
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CFO F8
CFO F9
Screen title and heading: Financial perspective summary for CFO Description of hyperlinks Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Name of hyperlink
User Requirement Report
the Title of the link
Destination link
of
the
Hyperlink CFO 1
Financial perspective detail
Findetail_CFO.html
Hyperlink CFO 2
Customer perspective detail
Custdetail_CFO.html
Hyperlink CFO 3
Internal Process perspective detail
Prodetail_CFO.html
Hyperlink CFO 4
Employee detail
and
Learning
perspective Empdetail_CFO.html
Hyperlink F1
CFO Click here for SL detail for current Findetail_SL_CFO.html month
Hyperlink F2
CFO Click here for AC detail for current month
Findetail_AC_CFO.html
Description of objects Name of Title of Description the object the object object CFO F1
of
the Parameters of the object
Revenue Column and line chart X-Axis – Months (Jan till current and Net representing monthly month in curr FY) profit revenue and net profit Primary Y-axis – Revenue in ‘000 USD plotted as columns Secondary Y-axis – Net profit in % plotted as a line
CFO F2
CFO F3
Costs information
Current month financials
Double column chart representing monthly costs of revenue and SGA costs. (Should budgets also be incorporated?)
X-Axis – Months (Jan till current month in curr FY) Primary Y-axis – The following two parameters plotted as columns for each month
1. Cost of revenues in ‘000 USD 2. SGA costs in ‘000 USD Double column chart X-Axis – The following representing current parameters: Revenue, GM, EBIT month financials and net profit Primary Y-axis – Values (budget and actuals) in ‘000 USD
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CFO F4
Percentage 3D Pie-chart Pie chart plotting the following break of representing parameters for current month: financials percentage break of GM, EBIT and net profit all a financials percentage of revenue
CFO F5
DSO trend
Column representing DSO
chart X-axis: Months (all months till monthly current month in current FY) Y-axis: Monthly DSO plotted as columns
Pie chart representing Pie chart with the following ageing information on parameters: Proportion of AR <=45 days, 45-60 days, 60-90 accounts receivables days and more than 90 days Need to define
CFO F6
AR ageing
CFO F7
Backlog and pipeline information
CFO F8
Revenue Column and line chart and margin representing monthly forecast revenue and margin forecast for the future 12 months
X-axis: Months (current month till the future 12 months) Primary Y-axis: Revenue forecast in ‘000 USD plotted as columns Secondary Y-axis: Margin forecast in % plotted as a line
CFO F9
Variance analysis
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Table of monthly The table has the following parameters: variance analysis Column 1: Months (all months till current month in current FY) Column 2: Following parameters for each month: Revenue, GM, SGA costs, Net profit Column 3: Budget nos. for each parameter in Col 2 Column 4: Actual nos. for each parameter in Col 2 Column 5: Variance nos. w.r.t. budget for each parameter in Col 2 Column 6: Forecast nos. for each parameter in Col 2 Draft/Issue Uncontrolled if Copy/Printed
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Column 7: Actual nos. for each parameter in Col 2 Column 8: Variance nos. w.r.t. forecast for each parameter in Col 2
Screen CFO 3: Findetail_SL_CFO.html
25,000
20,000
60.00%
25,000
50.00%
20,000
15,000
Go to detail
30.00% 10,000
50.00%
15,000
Revenue
30.00%
GM%
10,000
5,000
-
0.00%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink CFO 2
GM%
10.00%
10.00%
-
Revenue
20.00%
20.00% 5,000
Hyperlink CFO 1
60.00%
40.00%
40.00%
CFO F_SL1
CFO F_SL2
Hyperlink CFO 3 Hyperlink CFO 4
Hyperlink CFO F_SL1
CFO F_SL3
Screen title and heading: Service line detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink CFO Financial perspective detail 1
Findetail_CFO.html
Hyperlink CFO Customer perspective detail 2
Custdetail_CFO.html
Hyperlink CFO Internal Process perspective detail 3
Prodetail_CFO.html
Hyperlink CFO Employee Version 0.1, 02/Jul/2003 2001 Viker Incorporated
and
Learning
of
the
perspective Empdetail_CFO.html
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4
detail
Hyperlink F_SL1
Click here for historical SL detail
Fin_SL_hist_CFO.html
Description of objects Name of Title of Description the object the object object CFO F_SL1
of
the Parameters of the object
Revenue Column and line chart X-Axis – All the current SL and GM for representing current each SL month revenue and Primary Y-axis – Revenue in ‘000 USD plotted as columns GM for each SL Secondary Y-axis – GM in % plotted as a line
CFO F_SL2
How the costs eat into revenues for each SL
Stacked column representing current month project direct costs, SL OH and bench costs and SL gross margin for each SL
X-Axis – All the current SL Primary Y-axis – The following four parameters plotted as a stacked column chart, all in ‘000 USD 1. Lowest stack: Project direct costs 2. Next higher stack: SL OH and bench costs 3. Highest margin
CFO F_SL3
Variance Table of analysis for analysis current month
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
stack:
SL
gross
variance The table has the following parameters: Column 1: SL name for all SL Column 2: Following parameters for each SL: Revenue, Total cost, GM, GM% Column 3: Budget nos. for each parameter in Col 2 Column 4: Actual nos. for each parameter in Col 2 Column 5: Variance nos. w.r.t. budget for each parameter in Col 2 Column 6: Forecast nos. for
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each parameter in Col 2 Column 7: Actual nos. for each parameter in Col 2 Column 8: Variance nos. w.r.t. forecast for each parameter in Col 2
Screen CFO 4: Findetail_AC_CFO.html
25,000
20,000
60.00%
25,000
50.00%
20,000
15,000
Go to detail
30.00% 10,000
50.00%
15,000
Revenue
30.00%
GM%
10,000
5,000
10.00%
10.00%
-
-
0.00%
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink CFO 2
Revenue GM%
20.00%
20.00% 5,000
Hyperlink CFO 1
60.00%
40.00%
40.00%
CFO F_AC1
CFO F_AC2
Hyperlink CFO 3 Hyperlink GSD 4
Hyperlink F_AC1
Screen title and heading: Account-wise detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink CFO Financial perspective detail 1
Findetail_CFO.html
Hyperlink CFO Customer perspective detail 2
Custdetail_CFO.html
Hyperlink CFO Internal Process perspective detail 3
Prodetail_CFO.html
Hyperlink CFO Employee Version 0.1, 02/Jul/2003 2001 Viker Incorporated
and
Learning
of
the
perspective Empdetail_CFO.html
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4
detail
Hyperlink F_AC1
Click here for historical SL detail
Fin_AC_hist_CFO.html
Description of objects Name of Title of Description the object the object object CFO F_AC1
of
the Parameters of the object
Revenue Column and line chart X-Axis – All the current AC and GM for representing current each AC month revenue and Primary Y-axis – Revenue in ‘000 USD plotted as columns GM for each AC Secondary Y-axis – GM in % plotted as a line
CFO F_AC2
How the costs eat into revenues for each AC
Stacked column chart representing current month project direct costs, and gross margin for each account
X-Axis – All the current SL Primary Y-axis – The following four parameters plotted as a stacked column chart, all in ‘000 USD 1. Lowest stack: Project direct costs 2. Highest margin
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stack:
AC
gross
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Screen CFO 5: Findetail_FN_CFO.html
25
25
20
20
15
Go to detail Hyperlink CFO 1
No. of resorce req. raised No. of requisitions open
10
15
No. of resorce req. raised No. of requisitions open
10
5
5
-
Jan
Hyperlink CFO 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
CFO F_SN1
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F_SN2
Hyperlink CFO 3 Hyperlink GSD 4
25
25
20
20
15
No. of resorce req. raised No. of requisitions open
10
15
No. of resorce req. raised No. of requisitions open
10
5
5
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
CFO F_SN3
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F_SN4
25
25
20
20
15
15
No. of resorce req. raised No. of requisitions open
10
No. of resorce req. raised No. of requisitions open
10
5
5
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
CFO F_SN5
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F_SN6
25
25
20
20
15
No. of resorce req. raised No. of requisitions open
10
15
No. of resorce req. raised No. of requisitions open
10
5
5
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F_SN7
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO F_SN8
Screen title and heading: Function-wise detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink CFO Financial perspective detail 1
Findetail_CFO.html
Hyperlink CFO Customer perspective detail
Custdetail_CFO.html
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
of
the
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2 Hyperlink CFO Internal Process perspective detail 3 Hyperlink CFO Employee 4 detail Hyperlink F_AC1
and
Learning
Prodetail_CFO.html
perspective Empdetail_CFO.html
Click here for historical SL detail
Fin_AC_hist_CFO.html
Description of objects Name of Title of the Description the object object object CFO F_SN1 – Costs trend CFO F_SN8 information for each function
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
of
the Parameters of the object
Double column and line chart representing monthly costs (actual and forecasted and as % of revenue)
X-Axis – Months (all months till current month in current FY)
Primary Y-axis – Costs (actual and forecasted) The following functions plotted as columns are covered: Office of the CEO, GSD, GBD, Secondary Y-axis – Actual GFA, GIT, GAP, GPR, costs as a percent of revenue GBA
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Screen CFO 6: Findetail_SL_hist_CFO.html
Service line
Metric
Business Intelligence
Go to detail Hyperlink CFO 1 Credit Services - V+
Hyperlink CFO 2 Hyperlink CFO 3 Hyperlink CFO 4
Distributed
M/M
Project Management
Testing
Jan
Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin
Feb
Mar
Q1 - Qtd
528,038 9,239 203,824 213,063 314,974 60% 42,353 18,093 254,528 48.2%
397,386 4,012 179,641 183,653 213,734 54% 38,062 13,206 162,466 40.9%
455,525 762 183,681 184,444 271,081 60% 39,417 20,459 211,205 46.4%
1,346,512 20,185 496,111 516,296 830,216 62% 41,366 61,101 727,749 54.0%
-24.74% -56.58% 997,408 17,080 479,983 497,063 500,345 50% 26,776 59,587 413,982 41.5%
14.63% -81.00% 2,592,340 49,744 578,430 628,174 1,964,166 76% 33,427 65,396 1,865,344 72.0%
1,823,480 125,037 1,100,382 1,225,419 598,062 33% 102,429 95,747 399,886 21.9%
-25.93% -15.38% 2,275,600 79,764 1,056,237 1,136,001 1,139,599 50% 89,703 68,207 981,690 43.1%
159.91% 191.24% 2,547,139 40,572 1,176,262 1,216,834 1,330,305 52% 63,421 78,138 1,188,746 46.7%
1,337,333 21,933 525,964 547,897 789,436 59% 45,928 36,053 707,455 52.9%
24.79% -36.21% 1,260,305 36,358 514,480 550,838 709,467 56% 35,534 26,470 647,463 51.4%
11.93% -49.14% 2,080,154 12,792 572,365 585,157 1,494,996 72% 38,223 31,977 1,424,797 68.5%
-5.76% 65.77%
65.05% -64.82%
0% 11,020
0% 16,340
0% 12,273
(11,020) #DIV/0!
(16,340) #DIV/0!
(12,273) #DIV/0!
136,293 5,591 39,615 45,206 91,087 67% 12,444 716 77,927
0.00% 0.00% 115,587 176 32,859 33,036 82,551 71% 29,784 1,004 51,763
0.00% 0.00% 125,867 39,831 39,831 86,036 68% 24,472 495 61,069
Apr
1,380,948 14,014 567,146 581,160 799,789 58% 119,831 51,759 628,199 45.5%
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
4,936,260 87,009 1,554,523 1,641,532 3,294,727 67% 101,569 186,084 3,007,074 60.9%
0.08% 391.31% 1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
6,646,220 245,373 3,332,881 3,578,254 3,067,966 46% 255,552 242,092 2,570,322 38.7%
-26.79% -74.42% 2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
4,677,792 71,084 1,612,809 1,683,892 2,993,899 64% 119,685 94,499 2,779,715 59.4%
-2.24% 80.01% 1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
0% 39,633 (39,633) #DIV/0!
-20.07% 78.89% 6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
377,747 5,768 112,306 118,073 259,673 69% 66,699 2,214 190,760
0.00% 0.00% 155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
May
Jun
Q2 - QTD
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
CFO F_SL_H1
Screen title and heading: Service line historical detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink CFO Financial perspective detail 1
Findetail_CFO.html
Hyperlink CFO Customer perspective detail 2
Custdetail_CFO.html
Hyperlink CFO Internal Process perspective detail 3
Prodetail_CFO.html
Hyperlink CFO Employee Version 0.1, 02/Jul/2003 2001 Viker Incorporated
and
Learning
of
the
perspective Empdetail_CFO.html
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detail
Description of objects Name of Title of Description of the Parameters of the object the object the object object CFO F_SL_H1
SL historical financial detail
Table representing Column 1: SL (All SL) historical financial Column 2: The following detail for each SL parameters for each SL 8. SL Revenue 9. SL Project direct costs 10.SL Project GM 11.SL Project GM% 12.SL OH and bench costs 13.SL GM 14.SL GM% Column 3 onwards: All months till current month in the current FY
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Screen CFO 7: Findetail_AC_hist_CFO.html
Service line
Metric
Business Intelligence
Go to detail Hyperlink CFO 1 Credit Services - V+
Hyperlink CFO 2 Hyperlink CFO 3 Hyperlink CFO 4
Distributed
M/M
Project Management
Testing
Jan
Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin SL gross margin % Utilization Revenue growth MoM/QoQ Margin growth MoM/QoQ Revenue Pr. direct expenses Pr. std. costs Total Pr. direct expenses Pr. gross margin Pr. gross margin % SL Leadership labor and expenses Bench cost SL gross margin
Feb
Mar
Q1 - Qtd
528,038 9,239 203,824 213,063 314,974 60% 42,353 18,093 254,528 48.2%
397,386 4,012 179,641 183,653 213,734 54% 38,062 13,206 162,466 40.9%
455,525 762 183,681 184,444 271,081 60% 39,417 20,459 211,205 46.4%
1,346,512 20,185 496,111 516,296 830,216 62% 41,366 61,101 727,749 54.0%
-24.74% -56.58% 997,408 17,080 479,983 497,063 500,345 50% 26,776 59,587 413,982 41.5%
14.63% -81.00% 2,592,340 49,744 578,430 628,174 1,964,166 76% 33,427 65,396 1,865,344 72.0%
1,823,480 125,037 1,100,382 1,225,419 598,062 33% 102,429 95,747 399,886 21.9%
-25.93% -15.38% 2,275,600 79,764 1,056,237 1,136,001 1,139,599 50% 89,703 68,207 981,690 43.1%
159.91% 191.24% 2,547,139 40,572 1,176,262 1,216,834 1,330,305 52% 63,421 78,138 1,188,746 46.7%
1,337,333 21,933 525,964 547,897 789,436 59% 45,928 36,053 707,455 52.9%
24.79% -36.21% 1,260,305 36,358 514,480 550,838 709,467 56% 35,534 26,470 647,463 51.4%
11.93% -49.14% 2,080,154 12,792 572,365 585,157 1,494,996 72% 38,223 31,977 1,424,797 68.5%
-5.76% 65.77%
65.05% -64.82%
0% 11,020
0% 16,340
0% 12,273
(11,020) #DIV/0!
(16,340) #DIV/0!
(12,273) #DIV/0!
136,293 5,591 39,615 45,206 91,087 67% 12,444 716 77,927
0.00% 0.00% 115,587 176 32,859 33,036 82,551 71% 29,784 1,004 51,763
0.00% 0.00% 125,867 39,831 39,831 86,036 68% 24,472 495 61,069
Apr
1,380,948 14,014 567,146 581,160 799,789 58% 119,831 51,759 628,199 45.5%
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
4,936,260 87,009 1,554,523 1,641,532 3,294,727 67% 101,569 186,084 3,007,074 60.9%
0.08% 391.31% 1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
6,646,220 245,373 3,332,881 3,578,254 3,067,966 46% 255,552 242,092 2,570,322 38.7%
-26.79% -74.42% 2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
4,677,792 71,084 1,612,809 1,683,892 2,993,899 64% 119,685 94,499 2,779,715 59.4%
-2.24% 80.01% 1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
0% 39,633 (39,633) #DIV/0!
-20.07% 78.89% 6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
377,747 5,768 112,306 118,073 259,673 69% 66,699 2,214 190,760
0.00% 0.00% 155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
May
Jun
Q2 - QTD
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
0%
0%
-
-
455,896 3,745 217,981 221,726 234,169 51% 38,219 14,609 181,341 39.8%
1,897,917 12,727 670,494 683,221 1,214,696 64% 39,082 48,146 1,127,468 59.4%
2,490,159 73,035 1,210,361 1,283,396 1,206,762 48% 168,860 65,666 972,236 39.0%
1,662,638 22,884 636,866 659,749 1,002,888 60% 18,840 16,640 967,408 58.2%
6,004 9,682 9,682 (3,678) -61% 20,348 (24,026) -400.2%
155,181 630 45,624 46,254 108,927 70% 28,537 294 80,096
CFO F_AC_H1
Screen title and heading: Account-wise historical detail – Financial perspective Description of hyperlinks Name of the Title of the link hyperlink
Destination link
Hyperlink CFO Financial perspective detail 1
Findetail_CFO.html
Hyperlink CFO Customer perspective detail 2
Custdetail_CFO.html
Hyperlink CFO Internal Process perspective detail 3
Prodetail_CFO.html
Hyperlink CFO Employee Version 0.1, 02/Jul/2003 2001 Viker Incorporated
and
Learning
of
the
perspective Empdetail_CFO.html
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4
detail
Description of objects Name of Title of Description of the Parameters of the object the object the object object CFO F_AC_H1
AC historical financial detail
Table representing Column 1: AC (All AC) historical financial Column 2: The following detail for each parameters for each AC customer 8. AC Revenue 9. AC Project direct costs 10.AC Project GM 11.AC Project GM% 12.AC OH and bench costs 13.AC GM 14.AC GM% Column 3 onwards: All months till current month in the current FY
Screen CFO 7: Custdetail_CFO.html
Go to detail
25,000
20,000
60.00%
25,000
50.00%
20,000
Hyperlink CFO 1
30.00% 10,000
Hyperlink CFO 3
15,000
Revenue GM%
30.00% 10,000
5,000
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CFO C1
GM%
10.00%
10.00%
-
Revenue
20.00%
20.00% 5,000
Hyperlink CFO 2
50.00% 40.00%
40.00% 15,000
60.00%
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CFO C2
Hyperlink CFO 4
Screen title and heading: Customer Perspective summary for CFO Description of hyperlinks Name of the Title of the link Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
Destination
of
the
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hyperlink
link
Hyperlink CFO Financial perspective detail 1
Findetail_CFO.html
Hyperlink CFO Customer perspective detail 2
Custdetail_CFO.html
Hyperlink CFO Internal Process perspective detail 3
Prodetail_CFO.html
Hyperlink CFO Employee 4 detail
and
Learning
perspective Empdetail_CFO.html
Description of objects Name of Title of Description the object the object object CFO C1
No. of active clients and avg. client size
of
the Parameters of the object
Column and line chart X-Axis – All the months till representing monthly current month in current FY no. of active clients Primary Y-axis – No. of active and avg. client size clients plotted as columns Secondary Y-axis – Avg. client size in ‘000 USD, plotted as a line
CFO C2
Client retention and repeat business
Column and line chart X-Axis – All the months till representing monthly current month in current FY client retention and Primary Y-axis – Client retention repeat business rates rate plotted as columns Secondary Y-axis – Avg. client size in ‘000 USD, plotted as a line
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Screen CFO8: Prodetail_CFO.html
Volume
25
1,400
20
1,200
Go to detail
1,000
15
No. of resorcereq. raised
800 Volume
No. of requisitions open
10
600 400
Hyperlink CFO 1
5 200 Jan
Hyperlink CFO 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
-
Dec
Jan
CFO IP1
Hyperlink CFO 3
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO IP2
Hyperlink CFO 4 Volume
Volume 1,400
1,400
1,200
1,200 1,000
1,000
800
800
Volume
Volume 600
600
400
400 200
200
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Jan
Dec
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO IP4
CFO IP3
Screen title and heading: Internal process perspective summary – CFO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink CFO 1
Financial perspective detail
Findetail_CFO.html
Hyperlink CFO 2
Customer perspective detail
Custdetail_CFO.html
Hyperlink CFO 3
Internal detail
Hyperlink CFO 4
Employee and perspective detail
Process
perspective Prodetail_CFO.html Learning Empdetail_CFO.html
Description of objects Name of Title of Description the object the object object CFO IP1
Utilization
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
of
the Parameters of the object
Column chart X-Axis – Months (all months till representing overall current month in current FY) GSD utilization by Primary Y-axis – Monthly GSD month Draft/Issue Uncontrolled if Copy/Printed
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utilization plotted as columns CFO IP2
Billing rates
Double column and line chart representing monthly onsite, offshore and blended billing rates
X-axis – Months (all months till current month in current FY) Primary Y-axis – Monthly onsite and offshore billing rates plotted as columns Secondary Y-axis – Monthly blended billing rate plotted as a line
CFO IP3
Leverage ratio
Column chart X-axis – Months (all months till representing monthly the current month in current FY) overall leverage ratio Y-axis – Overall leverage ratio, trends plotted as columns
CFO IP4
Avg. hourly Column cost per representing associate hourly cost associate
chart X-axis – Months (all months till avg. the current month in the current per FY) Y-axis – Avg. hourly cost per employee plotted as columns
Screen CFO10: Empdetail_CFO.html
25,000
Volume
60.00% 1,400
50.00%
20,000
1,200
Go to detail
40.00% 15,000 30.00% 10,000
1,000 Revenue GM%
20.00%
Hyperlink CFO 1
10.00% 0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink CFO 3
Volume 600 400
5,000
-
Hyperlink CFO 2
800
CFO E1
200 Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CFO E2
Hyperlink CFO 4
Screen title and heading: Employee perspective – CFO Description of hyperlinks Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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Name of hyperlink
User Requirement Report
the Title of the link
Destination of the link
Hyperlink CFO 1
Financial perspective detail
Findetail_CFO.html
Hyperlink CFO 2
Customer perspective detail
Custdetail_CFO.html
Hyperlink CFO 3
Internal detail
Hyperlink CFO 4
Employee and perspective detail
Process
perspective Prodetail_CFO.html Learning Empdetail_CFO.html
Description of objects Name of Title of Description the object the object object CFO E1
Employee nos. and retention rate
of
the Parameters of the object
Column and line chart X-axis – Months (all months till representing current month in current FY) employee information Primary Y-axis – Monthly no. of for Viker associates in Viker plotted as columns Secondary Y-axis – Monthly retention rate for Viker plotted as a line
CFO E2
HC projections
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Column chart X-axis – Months (all months till representing HC the current month in current FY) projections for the Y-axis – HC projections for the future 12 months future 12 months starting from the current month, plotted as columns
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Appendix F: Screen content and Layouts – GPR User This appendix describes the screen content and layouts for all the screens mentioned for GPR earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: Head GPR Screen GPR 1: Homepage_GPR.html
Volume
Volume
1,400
1,400
1,200
1,200
1,000
1,000
800
Go to detail
800 Volume
Volume
600
600
400
400
200
Hyperlink GPR 1
200
-
Jan
Hyperlink GPR 2
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
GPR H1
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GPR H2
Hyperlink GPR 3
Volume
25
1,400
Hyperlink GPR 4
20
1,200 1,000
15
No. of resorce req. raised
800 Volume 600
No. of requisitions open
10
400
5 200 Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
-
Dec
Jan
GPR H3
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GPR H4
Volume
Volume
1,400
1,400
1,200
1,200
1,000
1,000
800
800 Volume
Volume
600
600
400
400
200
200
-
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
GPR H5
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GPR H6 Volume
25,000
60.00%
1,400
50.00%
20,000
1,200
40.00%
1,000
15,000 30.00%
800 Volume 600
10,000
Revenue GM%
20.00%
400
5,000
10.00%
200 Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GPR H7
-
0.00% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GPR H8
Screen title and heading: Summary dashboard for CPrO Description of hyperlinks Version 0.1, 02/Jul/2003 2001 Viker Incorporated
Draft/Issue Uncontrolled if Copy/Printed
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Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GPR 1
Financial perspective detail
Findetail_GPR.html
Hyperlink GPR 2
Customer perspective detail
Custdetail_GPR.html
Hyperlink GPR 3
Internal Process perspective detail
Prodetail_GPR.html
Hyperlink GPR 4
Employee and Learning perspective Empdetail_GPR.html detail
Description of objects Name of Title of Description the object the object object
of
the Parameters of the object
GPR H1
Process consulting revenue
Column chart X-Axis – Months (all months till representing monthly the current month in the current revenues from process FY) consulting Y-axis – Revenues from process consulting plotted as columns
GPR H2
Billable QLs
Column chart X-Axis – Months (all months till representing the current month in the current percentage of QL’s FY) billable Y-axis – Percentage of QL’s that are billable plotted as columns
GPR H3
Savings from PI
Column chart X-Axis – Months (all months till representing dollars the current month in the current saved from PI FY) activities Y-axis – $ saved from PI plotted as columns
GPR H4
Process group costs
Double column and X-Axis – Months (all months till line chart representing the current month in the current monthly costs for the FY) Process Group dept Primary Y-axis – Monthly total cost, budget and actual, of the Process Group dept. plotted columns
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Secondary Y-axis – Monthly total actual cost of the Process Group dept. as a percentage of revenue plotted as a line GPR H5
Traceable R/Y projects
Column chart X-Axis – Months (all months till representing monthly the current month in the current R/Y projects that can FY) be traced to QL status Y-axis – Percentage of R/Y projects that can be traced to QL status plotted as columns
GPR H6
% Projects meeting quality goals
Column chart representing percentage of projects meeting their quality goals for that month
X-Axis – The following quality goals – Schedule variance, Effort variance, Productivity, Defect density and Defect removal efficiency Y-axis – Percentage of projects meeting these goals plotted as columns
GPR H7
CMM Status
Stacked column chart X-Axis – Core ACs and all SL representing CMM status at levels 2, 3, 4 Y-axis – Stacked equal columns for Levels 2, 3, 4 and 5. Each and 5 stack can have one of three colors – red, yellow or green depending on the status for that level in that SL/AC
GPR H8
Defect density and productivity changes
Column and line chart representing monthly reduction in post delivery defect density and improvement in productivity
X-Axis – Months (all months till the current month in the current FY) Primary Y-axis – Month on month reduction in post delivery defect density plotted as columns Secondary Y-axis – Month on month improvement in productivity plotted as a line
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Screen GPR 2: Findetail_GPR.html
Go to detail
Need to define
Hyperlink GPR 1 Hyperlink GPR 2 Hyperlink GPR 3 Hyperlink GPR 4
Screen title and heading: Financial dashboard summary – CPrO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GPR 1
Financial perspective detail
Findetail_GPR.html
Hyperlink GPR 2
Customer perspective detail
Custdetail_GPR.html
Hyperlink GPR 3
Internal Process perspective detail
Prodetail_GPR.html
Hyperlink GPR 4
Employee and Learning perspective Empdetail_GPR.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Screen GPR 3: Custdetail_GPR.html
Go to detail
Need to define
Hyperlink GPR 1 Hyperlink GPR 2 Hyperlink GPR 3 Hyperlink GPR 4
Screen title and heading: Financial dashboard summary – CPrO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GPR 1
Financial perspective detail
Findetail_GPR.html
Hyperlink GPR 2
Customer perspective detail
Custdetail_GPR.html
Hyperlink GPR 3
Internal Process perspective detail
Prodetail_GPR.html
Hyperlink GPR 4
Employee and Learning perspective Empdetail_GPR.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Screen GPR 4: Prodetail_GPR.html
Go to detail
Need to define
Hyperlink GPR 1 Hyperlink GPR 2 Hyperlink GPR 3 Hyperlink GPR 4
Screen title and heading: Financial dashboard summary – CPrO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GPR 1
Financial perspective detail
Findetail_GPR.html
Hyperlink GPR 2
Customer perspective detail
Custdetail_GPR.html
Hyperlink GPR 3
Internal Process perspective detail
Prodetail_GPR.html
Hyperlink GPR 4
Employee and Learning perspective Empdetail_GPR.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GPR 5: Empdetail_GPR.html Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Go to detail
Need to define
Hyperlink GPR 1 Hyperlink GPR 2 Hyperlink GPR 3 Hyperlink GPR 4
Screen title and heading: Financial dashboard summary – CPrO Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GPR 1
Financial perspective detail
Findetail_GPR.html
Hyperlink GPR 2
Customer perspective detail
Custdetail_GPR.html
Hyperlink GPR 3
Internal Process perspective detail
Prodetail_GPR.html
Hyperlink GPR 4
Employee and Learning perspective Empdetail_GPR.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Appendix G: Screen content and Layouts – GAP User This appendix describes the screen content and layouts for all the screens mentioned for GAP earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: Head GAP Screen GAP 1: Homepage_GAP.html
Go to detail Hyperlink GAP 1
Need to define
Hyperlink GAP 2 Hyperlink GAP 3 Hyperlink GAP 4
Screen title and heading: Summary dashboard for GAP Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GAP 1
Financial perspective detail
Findetail_GAP.html
Hyperlink GAP 2
Customer perspective detail
Custdetail_GAP.html
Hyperlink GAP 3
Internal Process perspective detail
Prodetail_GAP.html
Hyperlink GAP 4
Employee and Learning perspective Empdetail_GAP.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Go to detail Hyperlink GAP 1
Need to define
Hyperlink GAP 2 Hyperlink GAP 3 Hyperlink GAP 4
Screen title and heading: Financial dashboard summary – GAP Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GAP 1
Financial perspective detail
Findetail_GAP.html
Hyperlink GAP 2
Customer perspective detail
Custdetail_GAP.html
Hyperlink GAP 3
Internal Process perspective detail
Prodetail_GAP.html
Hyperlink GAP 4
Employee and Learning perspective Empdetail_GAP.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GAP 3: Custdetail_GAP.html
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Go to detail Hyperlink GAP 1
Need to define
Hyperlink GAP 2 Hyperlink GAP 3 Hyperlink GAP 4
Screen title and heading: Financial dashboard summary – GAP Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GAP 1
Financial perspective detail
Findetail_GAP.html
Hyperlink GAP 2
Customer perspective detail
Custdetail_GAP.html
Hyperlink GAP 3
Internal Process perspective detail
Prodetail_GAP.html
Hyperlink GAP 4
Employee and Learning perspective Empdetail_GAP.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GAP 4: Prodetail_GAP.html
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Go to detail Hyperlink GAP 1
Need to define
Hyperlink GAP 2 Hyperlink GAP 3 Hyperlink GAP 4
Screen title and heading: Financial dashboard summary – GAP Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GAP 1
Financial perspective detail
Findetail_GAP.html
Hyperlink GAP 2
Customer perspective detail
Custdetail_GAP.html
Hyperlink GAP 3
Internal Process perspective detail
Prodetail_GAP.html
Hyperlink GAP 4
Employee and Learning perspective Empdetail_GAP.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GAP 5: Empdetail_GAP.html
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Go to detail Hyperlink GAP 1
Need to define
Hyperlink GAP 2 Hyperlink GAP 3 Hyperlink GAP 4
Screen title and heading: Financial dashboard summary – GAP Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GAP 1
Financial perspective detail
Findetail_GAP.html
Hyperlink GAP 2
Customer perspective detail
Custdetail_GAP.html
Hyperlink GAP 3
Internal Process perspective detail
Prodetail_GAP.html
Hyperlink GAP 4
Employee and Learning perspective Empdetail_GAP.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Appendix H: Screen content and Layouts – GIT User This appendix describes the screen content and layouts for all the screens mentioned for GIT earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: Head GIT Screen GIT 1: Homepage_GIT.html
Go to detail Hyperlink GIT 1
Need to define
Hyperlink GIT 2 Hyperlink GIT 3 Hyperlink GIT 4
Screen title and heading: Summary dashboard for GIT Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GIT 1
Financial perspective detail
Findetail_GIT.html
Hyperlink GIT 2
Customer perspective detail
Custdetail_GIT.html
Hyperlink GIT 3
Internal Process perspective detail
Prodetail_GIT.html
Hyperlink GIT 4
Employee and Learning perspective Empdetail_GIT.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GIT 2: Findetail_GIT.html Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Go to detail Hyperlink GIT 1
Need to define
Hyperlink GIT 2 Hyperlink GIT 3 Hyperlink GIT 4
Screen title and heading: Financial dashboard summary – GIT Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GIT 1
Financial perspective detail
Findetail_GIT.html
Hyperlink GIT 2
Customer perspective detail
Custdetail_GIT.html
Hyperlink GIT 3
Internal Process perspective detail
Prodetail_GIT.html
Hyperlink GIT 4
Employee and Learning perspective Empdetail_GIT.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GIT 3: Custdetail_GIT.html
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Go to detail Hyperlink GIT 1
Need to define
Hyperlink GIT 2 Hyperlink GIT 3 Hyperlink GIT 4
Screen title and heading: Financial dashboard summary – GIT Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GIT 1
Financial perspective detail
Findetail_GIT.html
Hyperlink GIT 2
Customer perspective detail
Custdetail_GIT.html
Hyperlink GIT 3
Internal Process perspective detail
Prodetail_GIT.html
Hyperlink GIT 4
Employee and Learning perspective Empdetail_GIT.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GIT 4: Prodetail_GIT.html
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Go to detail Hyperlink GIT 1
Need to define
Hyperlink GIT 2 Hyperlink GIT 3 Hyperlink GIT 4
Screen title and heading: Financial dashboard summary – GIT Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GIT 1
Financial perspective detail
Findetail_GIT.html
Hyperlink GIT 2
Customer perspective detail
Custdetail_GIT.html
Hyperlink GIT 3
Internal Process perspective detail
Prodetail_GIT.html
Hyperlink GIT 4
Employee and Learning perspective Empdetail_GIT.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GIT 5: Empdetail_GIT.html
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Go to detail Hyperlink GIT 1
Need to define
Hyperlink GIT 2 Hyperlink GIT 3 Hyperlink GIT 4
Screen title and heading: Financial dashboard summary – GIT Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GIT 1
Financial perspective detail
Findetail_GIT.html
Hyperlink GIT 2
Customer perspective detail
Custdetail_GIT.html
Hyperlink GIT 3
Internal Process perspective detail
Prodetail_GIT.html
Hyperlink GIT 4
Employee and Learning perspective Empdetail_GIT.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Appendix I: Screen content and Layouts – GBA User This appendix describes the screen content and layouts for all the screens mentioned for GBA earlier in the document. For the overall screens organization and screen flow, please refer the section on Specific Requirements / Needs analysis – External Interfaces – User Interface earlier in the document. User: Head GBA Screen GBA 1: Homepage_GBA.html
Go to detail Hyperlink GBA 1
Need to define
Hyperlink GBA 2 Hyperlink GBA 3 Hyperlink GBA 4
Screen title and heading: Summary dashboard for GBA Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBA 1
Financial perspective detail
Findetail_GBA.html
Hyperlink GBA 2
Customer perspective detail
Custdetail_GBA.html
Hyperlink GBA 3
Internal Process perspective detail
Prodetail_GBA.html
Hyperlink GBA 4
Employee and Learning perspective Empdetail_GBA.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GBA 2: Findetail_GBA.html Version 0.1, 02/Jul/2003 2001 Viker Incorporated
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Go to detail Hyperlink GBA 1
Need to define
Hyperlink GBA 2 Hyperlink GBA 3 Hyperlink GBA 4
Screen title and heading: Financial dashboard summary – GBA Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBA 1
Financial perspective detail
Findetail_GBA.html
Hyperlink GBA 2
Customer perspective detail
Custdetail_GBA.html
Hyperlink GBA 3
Internal Process perspective detail
Prodetail_GBA.html
Hyperlink GBA 4
Employee and Learning perspective Empdetail_GBA.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GBA 3: Custdetail_GBA.html
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Go to detail Hyperlink GBA 1
Need to define
Hyperlink GBA 2 Hyperlink GBA 3 Hyperlink GBA 4
Screen title and heading: Financial dashboard summary – GBA Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBA 1
Financial perspective detail
Findetail_GBA.html
Hyperlink GBA 2
Customer perspective detail
Custdetail_GBA.html
Hyperlink GBA 3
Internal Process perspective detail
Prodetail_GBA.html
Hyperlink GBA 4
Employee and Learning perspective Empdetail_GBA.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GBA 4: Prodetail_GBA.html
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Go to detail Hyperlink GBA 1
Need to define
Hyperlink GBA 2 Hyperlink GBA 3 Hyperlink GBA 4
Screen title and heading: Financial dashboard summary – GBA Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBA 1
Financial perspective detail
Findetail_GBA.html
Hyperlink GBA 2
Customer perspective detail
Custdetail_GBA.html
Hyperlink GBA 3
Internal Process perspective detail
Prodetail_GBA.html
Hyperlink GBA 4
Employee and Learning perspective Empdetail_GBA.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
Screen GBA 5: Empdetail_GBA.html
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Go to detail Hyperlink GBA 1
Need to define
Hyperlink GBA 2 Hyperlink GBA 3 Hyperlink GBA 4
Screen title and heading: Financial dashboard summary – GBA Description of hyperlinks Name of hyperlink
the Title of the link
Destination of the link
Hyperlink GBA 1
Financial perspective detail
Findetail_GBA.html
Hyperlink GBA 2
Customer perspective detail
Custdetail_GBA.html
Hyperlink GBA 3
Internal Process perspective detail
Prodetail_GBA.html
Hyperlink GBA 4
Employee and Learning perspective Empdetail_GBA.html detail
Description of objects Name of Title of Description the object the object object Need define
of
the Parameters of the object
to
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Document Control DOCUMENT NAME
User Requirement Report – Metrics and MIS Project
ABSTRACT
The purpose of this document is to provide the requirements for the metrics and MIS program in Viker
SECURITY CLASSIFICATION
Company Confidential
LOCATION
Project Work Room
KGM VERSION NO:
1.0 Issue
AUTHORISATION Document Owner Aparna Lanjewar
Reviewed By
Katre,
Authorized By
Rahul Global Leadership
Global Leadership
AMENDMENT LOG Version
0.1 Draft
Date dd yyyy
Section mmm
02 2003
Version 0.1, 02/Jul/2003 2001 Viker Incorporated
DCR number
AUG
A/M/D
Brief Description of Change
Document creation
Draft/Issue Uncontrolled if Copy/Printed
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