A small set of agreed measures, in one view, with clear definitions.
One clear picture of how the firm is running.
Create a connected operating scorecard with defined metrics, named owners and set refresh times, so leaders decide from one view instead of reconciling five reports.
Operating view
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Fee against budget
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Utilization
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Backlog
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Items to review
3
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Every number has an owner, a source and a refresh time.
The problem
Every report needs a meeting first.
- 01
Each leader keeps their own spreadsheet, and the numbers never quite agree.
- 02
Assembling the monthly view takes days of reconciling.
- 03
By the time it is ready, it describes last month.
What we build
What we build for leadership
Every metric has a person responsible for it and a place to ask questions.
Numbers update on a set schedule, so everyone reads the same thing.
A short list of what needs attention this week, with the context attached.
How it works
Three steps, with a person at the end.
- 01
Define
Agree the measures and who owns each one.
- 02
Connect
Link them to the systems of record, with sources visible.
- 03
Review
Leaders look at one view and decide what to do next.
People stay accountable
Review, control and recovery are part of the design.
Leaders choose the measures and make the decisions. The scorecard keeps the numbers consistent.
The intended benefitLess reporting reconciliation, and more focused business decisions.
- Source visibility, so people can check where an answer came from.
- Permissions and access boundaries agreed before anything is built.
- Review checkpoints and exception handling for the unusual cases.
- A recovery plan for when something does not go as expected.