Creating effective Scorecards

This article walks you through developing, populating, and presenting Scorecards to ensure client alignment and buy-in on proposed IT solutions.

Accessing Scorecards

  1. Select a Client:
    1. Click Clients on the Top Menu bar..
    2. Choose a client from the Client console.
  2. Open Scorecards:
    1. Within a client-specific dashboard, click Scorecards from the left navigation menu to access the Scorecard section.

Setting Up Initial Scorecard View

Default Configuration:

  • The first time you access the Scorecard tab for a client, it will display up to four items based on key insights relevant to that client's IT environment.
  • These pre-configured items provide a starting point, which you can customize by adding additional relevant scorecard items.

Elements of a Scorecard Item

To ensure clarity and effectiveness in your Scorecards, each item should include the following elements:

  1. Category: Specifies the area of the IT infrastructure affected (e.g., Servers, Workstations).
  2. Item: Identifies the specific issue within the category.
  3. Priority: Indicates the urgency of addressing the issue.
  4. Score: A rating that reflects the severity or status of the issue within the IT environment.
  5. Current Situation: A non-technical description of why this issue has been scored as it is.
  6. Investment: An estimate of the cost required to resolve the issue.
  7. Recommended Action: A brief description of the proposed solution and its benefits.


Updating and Customizing Scorecards

Modifying Auto-Generated Items:

Over time, or as a client meeting approaches, you may need to update the Scorecard to reflect the most current data or changes in the client’s environment. Lifecycle Manager allows for easy updates to ensure your Scorecards remain relevant and accurate. See How to update automatically generated scorecard items for information.

Adding Custom Categories and Items:

You can enhance your Scorecards by adding new categories and items:

  • At the bottom of the Scorecard, click the + Add category or + Add items to [category] button.
  • Choose the category from a dropdown or create a custom category if the default options do not suffice.
  • Set priorities, rate the issues, and provide clear, actionable descriptions for each new item.

Presenting Scorecards

Scorecard Header:

Customize the Scorecard header to include an executive summary that helps the client quickly grasp the importance of the issues being addressed. Include the client’s overall Digital Maturity Index (DMI) score if relevant to the discussion.


Scorecard Presentation:

Specify the presentation date on the Scorecard to anchor the discussion in a specific assessment period, typically aligning with quarterly business reviews or other strategic meetings.

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