KPI Manager enables Corporate Clients to set and manage Key Performance Indicators (KPI’s) for their Service Providers. By setting Key Performance Indicators, the Organization will be aided in making smart business decisions about the direction of all current projects as well as indicate which Service Providers are achieving key business objectives.
Note: Only the assigned responsible person as well as system administrators have functionality to answer KPI’s. This rule applies to both the Corporate Client as well as their Service Providers.
Corporate Client – Assign KPI’s via Vendor Management
When a Tender is ready to be awarded to the Service Provider, the Corporate Client user needs to navigate to Vendor Management on their dashboard.
Select Manage Enquiries
Click on the enquiry that needs to be awarded and select manage.
Note: You need to ensure that all enquiries are locked before you can award a tender.
Once all enquiries are locked, select award.
Fill in all the required details.
When you reach the KPI group, ensure that you click on the KPI group block so that the list of KPI groups can appear for selection.
Note: You can select one KPI group or you are able to select multiple KPI groups. Simply select the “x” that’s marked on the KPI group, should it need to be removed.
Once you have made your KPI group selection, it is important to remember to select the Search KPI Units button.
This will open another window for selection, whereby you will be required to select the KPI units that need to be applied to this tender.
Again, you will have the option to assign singular or multiple KPI units as it is necessary.
When you have completed the required fields, select save.
A pop-up notification will appear stating that the tender has been awarded.
To view all KPI’s that are assigned to your Service Providers, navigate to KPI Manager. The system will automatically load and display any assigned KPI’s per division. Only division 0, will have insight into all the assigned KPI’s across the organization’s divisions.