PbL ScoreCard Software Overview

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Transcript of PbL ScoreCard Software Overview

©2008 Competitive Solutions, Inc. All Rights Reserved.

Drive Focus, Urgency and

Accountability withPBL ScoreCard®

Competitive Solutions, Inc. | 1140 Powers Place | Alpharetta, GA 30009

Toll Free: 800.246.8694 | Phone: 770.667.9071 | Fax: 770.667.9020

©2008 Competitive Solutions, Inc. All Rights Reserved.

• Powerful web-based management tool

• Effective at all organizational levels

• Unique tool for tracking:– Meetings– Corrective actions– Overall performance

• Powerful web-based management tool

• Effective at all organizational levels

• Unique tool for tracking:– Meetings– Corrective actions– Overall performance

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

The Strategic View provides a quick look at overall performance.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

You can keep an eye on trends.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

Click on a team and…

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

…go directly to their scorecard

Choose the number of time periods to display.

YTD display can be turned on or off.

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

Select from various customizabletime frames.

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

Keep a history ofpast performance

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

Click on any red metric and go directly to…

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

… the corrective actionassociated with that metric.

You can e-mail the action owner or add an alarm to the calendar.

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

You can e-mail the action owner or add an alarm to the calendar.

Review comments about the actionEdit or modify the action

Review the action’s history

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

You can review all the actions for your team as well…

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

Actions in RED are past due.

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

Actions in YELLOW are due within a week.

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

Actions can be sorted by any column header.

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

The Analysis Tab has a variety of reporting tools…

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

…choose from line graphs, bar graphs, pie charts, and comparison reports

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

The Overview Tab displays the scores associated with each division, department, or team.

©2008 Competitive Solutions, Inc. All Rights Reserved.

The Overview Tab displays the scores associated with each division, department, or team.

Scores are broken down into Key Business Focus Areas. Users can also drill down to view individual metric scores.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

Review your team action register and follow up on corrective actions.

PBL ScoreCard® SoftwareIntegrated meeting agenda structure!

©2008 Competitive Solutions, Inc. All Rights Reserved.

Review the team scorecard and create new corrective actions based on performance against key metrics.

PBL ScoreCard® SoftwareIntegrated meeting agenda structure!

©2008 Competitive Solutions, Inc. All Rights Reserved.

Go “around the table” to foster discussion and bring up questions or issues the team members may have.

PBL ScoreCard® Software

Gregg – we need to have aspecial meeting to covernext week’s client visit.

Tina – sales team wouldLike to present some newIdeas to our team.

Integrated meeting agenda structure!

©2008 Competitive Solutions, Inc. All Rights Reserved.

Publicly recognize team members for a job well done.

PBL ScoreCard® Software

Jeff and Lisa – Greatjob last week with the“Blue Potato” Project!

Integrated meeting agenda structure!

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

Provide connectivity between your team and the entire organization with the pass up/pass down feature on the agenda.

Integrated meeting agenda structure!

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

Review your team actions again to reinforce what is to be done and to eliminate the excuse of ignorance.

Integrated meeting agenda structure!

©2008 Competitive Solutions, Inc. All Rights Reserved.

Continually improve your meetings with an open meeting audit.

PBL ScoreCard® Software

Meeting took too long,Need to shorten thenext one.

Integrated meeting agenda structure!

©2008 Competitive Solutions, Inc. All Rights Reserved.

The Pass up/Pass down feature provides a mechanism for better communication throughout the organization.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® SoftwareNEW! Web Services tools provide an easy way

to automatically import data from other systems.

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® SoftwareNEW! Web Services tools provide an easy way

to automatically import data from other systems.

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® SoftwareNEW! Web Services tools provide an easy way

to automatically import data from other systems.

©2008 Competitive Solutions, Inc. All Rights Reserved.

Red flags, green flags, and actual scores provide a quick review of each objective and the history of changes.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

Red flags, green flags, and actual scores provide a quick review of each objective and the history of changes.

Powerful graphs display goals and red flags as they change over time to tell a more complete story of activity.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

Available in flexible 3 or 4 color scoring with flexible ranges.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

Available in flexible 3 or 4 color scoring with flexible ranges.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

Available in flexible 3 or 4 color scoring with flexible ranges.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

Available in flexible 3 or 4 color scoring with flexible ranges.

PBL ScoreCard® Software

©2008 Competitive Solutions, Inc. All Rights Reserved.

PBL ScoreCard® Software