Management Manual. Global KPI

Transcription

1 Management Manual Global KPI

2 History of changes Version Version Date Changes compared to previous version Initial I

3 Please navigate through the file by clicking on the elements in the Overall Content list. Overall Content History of changes... I Overall Content... II Introduction... III Location of the reports... IV Reports... VI Contact... VII II

4 1 Introduction This manual is intended for the use of the Sourcing Efficiency report within the application. is a part of GHorizon@SCM. The KPI measures the sourcing impact of changes in material or service costs. It is influenced by Procurement according to global organization for direct spend. Net impact includes savings and opposing price increases. The KPI is based on invoiced volume. The KPI considers efficiency before implementation costs (being included in savings). The impact is measured in currency (SEC) and in percent (SEP). These reports are executed on a not validated environment. This report is not GMP relevant. The reports are designed to be executed on users demand, to analyze the provided data. History of changes III

5 2 Location of the reports In the group BI Portal, all application relevant information like the Standard Reports, Job status page and User Manuals can be found. With the GoLive of the application the BI Portal has been extended to help the user to find information and navigate to the and it s predefined standard reports. Figure 1: GHorizon@SCM on Group BI portal start page The Cognos Group BI portal is the single point of data access for all group BI related reporting applications, global standard reports, dashboards and KPIs. With a click on the More info icon at the GHorizon@SCM tab, the user opens a general information site about the GHorizon@SCM application. Within this page the user can navigate to the application manual, job staus report or the predefined reports by clicking onto the Standard reports GHorizon@SCM tab. Figure 2: BI Portal: Navigation IV

6 By clicking on the Go to Standardreports link, the user will be navigated to the standard reports category page. Once the user click on the desired reports category, a new browser will pop up showing the Getinge Group BI portal and already navigated to the selected report category. Figure 3: BI Portal: Report Categories Cognos BI Portal With the GoLive of the GHorizon@SCM application, a predefined Sourcing Efficiency report has been provided within the Cognos BI Portal. The report is located in the following path within the Cognos BI Portal. Public Folders > Reports > Predefined_Reports > GHorizon@SCM > GHorizon@Procurement KPI > Sourcing Efficiency Figure 4: Report Name History of changes V

7 3 Reports The next chapters give a detailed description of each GHorizon@SCM report in terms of content, used measures, prompt page and result page. By clicking on the individual report names you will be forwarded to the detailed manuals. History of changes... I Overall Content... II Introduction... III Location of the reports... IV Reports... VI 3.1 Procurement KPIs Sourcing Efficiency Contact... VII History of changes VI

8 3.1 Procurement KPIs Sourcing Efficiency Content The Sourcing Efficiency report consists of two pages: Report Specifications The first page is a summary page which displays the selected parameter values, to ensure that the user is able to recap the selected values Figure 5: Sourcing Efficiency Report Specifications Report Page The report page gives an overview about the selected content type and time periods. The content can be analyzed based on Company, Material category, PIA, Purchasing Group or Division. The crosstab shows Sourcing impact of changes in material or service costs, measured in currency (SEC) and percent (SEP). All values are divided into periods selected in the previous prompt page. Figure 6: Sourcing Efficiency Report page 1

9 The report consists of two parts: two graphics and a crosstab. The first graphic represents the SEC absolute values depending on chosen content and selected time period. Second one shows SEP for the same parameters. Further information to SEC/SEP can be found in the crosstab. The crosstab is divided into two views: a detailed and an overall part. The detailed view shows SEC/SEP based on chosen time periods and content, while the overall view provides an aggregated view on SEC/SEP. In addition, the overall part focuses on target SEC for each company and a comparison between actual SEC and the target one. This measure shows how many savings has/has not been achieved in relation to the planned SEC. Drilled report By clicking on a content element the user will be redirected to a detailed report containing ups and downs of each content element. Selected content will be grouped in ups and downs. Ups represent summarized SEC-values greater than 0, while downs are defined as a summarization of all SECvalues smaller than 0. Those values are also presented in the chart. Figure 7: Up/Down Sourcing Efficiency - Report page 2

10 Detail report In order to execute the Sourcing Efficiency report in a detailed view to see each material number, please start the Sourcing Efficiency Detail report. The report is an extension of Sourcing Efficiency and enables analyzing SEC and SEP based on chosen content and material number. Figure 8: Sourcing Efficiency detail - report page Report in Workspace available for commenting The report can be commented using Cognos Workspace. Each element of the report can be commented via right-click and Add comment. A Workspace widget can be exported to PDF including these report comments (Print as PDF). Figure 9: Comments and Print as PDF in SEC report (Workspace widget). 3

11 Used Filter The report has no predefined default filters. Used Measures The Report uses both calculated measures: SEC and SEP. Calculation of the Sourcing Efficiency in currency (SEC) SEC = quantity current period price difference Calculation of the Sourcing Efficiency in % (SEP) SEP = quantity current period price difference quantity current period price previous period The reporting currency has to be chosen by the user. All values are converted into this currency. For the conversion a fixed exchange rate is used. It is the budgeting exchange rate of the selected current period. Prompt Page The prompt page has five parameters to be selected. All fields are mandatory. Year First of all a user has to choose the year. The report is going to be filtered based on that selection. Only one year at a time can be illustrated. Figure 10: Sourcing Efficiency Year prompt Month In order to execute the report, the user has to choose a time period. This period is based on calendar months. The first selection represents the beginning and the second the final period (from until). Figure 11: Sourcing Efficiency Month prompt 4

12 Company Company codes are shown in the company code prompt. One or more company codes can be selected. The user can only see data for a company if she/he is authorized to. The user has to select at least one company code in order to execute the report. Figure 12: Sourcing Efficiency Company prompt Currency The user can decide with which currency the SEC will be calculated. Following currencies can be selected: SEK, EUR, AUD, DKK, USD, JPY and GBP. The user is allowed to select only one currency in order to execute the report. Figure 13: Sourcing Efficiency Currency prompt Content The user needs to select on which content the analysis should be based on. Following selection can be made: Company, Material Category, PIA, Purchasing Group and Division. The crosstab on the following report page will be structured based on this selection. Figure 14: Sourcing Efficiency Content prompt 5

13 Vendor Account Group The user can choose an account group. This selection can be made between Medikomp or External Direct Supplier. Multi-selection is possible. In case of no selection (optional) both groups will be analyzed. Figure 15: Sourcing Efficiency Vendor account prompt PIA Initiative The user can choose one or more PIAs. This selection is optional. Figure 16: Sourcing Efficiency PIA Initiative prompt Material Number (only detail report) The user can choose one or more material numbers. The selection is optional. Please note that this option is enabled only for Sourcing Efficiency Detail. Result After selecting the desired prompting options for the report, the Finish button at the end of the prompt page has to be clicked to execute the report. 6

14 4 Contact Group IT Applications Business Intelligence If you need any assistance or support please contact us at: MAQUET Holding B.V. & Co. KG Kehler Straße 31 D Rastatt, Germany VII