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Financial Outsourcing Scorecard

Report includes: 1 month(s) 49 day(s), from 21.01.2009 to 11.03.2009

  Name Start value End value Dynamic Contains
Root Financial Outsourcing Scorecard  51,76 % 37,42 % -14,34 %
Screening Perspective(47,3%, 21,53%Up)
Outsourcing Partner capability Perspective(27,5%, -46,39%Down)
'Outsourcing Process Assessment' Perspective(23,7%, -40,21%Down)
Benefits Accruing Perspective(51,3%, 5,82%Up)

Graph for Financial Outsourcing Scorecard

Graph for Financial Outsourcing Scorecard

Data for Financial Outsourcing Scorecard

DatesValue
21.01.200951,76
28.01.200961,72
04.02.200943,04
11.02.200953,74
18.02.200952,8
25.02.200950,63
04.03.200951,22
11.03.200937,42


Screening Perspective

  Name Start value End value Dynamic Parent Contains
Root Screening Perspective  25,73 % 47,26 % + 21,53% Financial Outsourcing Scorecard
Indicators
Infrastructural and Technological Competency
Staff Training and Learning Ability
Redundancy Factor
Number of Support Systems *
* - Information for this metric is limited in sample report Description This category is useful in setting the criteria for filtering the available choices of 'outsourcing partners'.

Graph for Screening Perspective

Graph for Screening Perspective

Data for Screening Perspective

DatesValueWeight
21.01.200925,733
28.01.200959,483
04.02.200955,573
11.02.200957,363
18.02.200938,663
25.02.200953,933
04.03.200945,783
11.03.200947,263


Infrastructural and Technological Competency

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Infrastructural and Technological Competency  4,339 2,431 -1,908 Score Maximize Screening Perspective
Description This KPI gives the extent of competency of the outsourcing partner in terms of infrastructure and technology. A scale labeled from 1-10 can be useful in this sense.

Graph for Infrastructural and Technological Competency

Graph for Infrastructural and Technological Competency

Data for Infrastructural and Technological Competency

DatesWeightMinMaxValue
21.01.200931104,339
28.01.200931109,64
04.02.200931109,739
11.02.200931108,425
18.02.200931106,58
25.02.200931102,728
04.03.200931102,953
11.03.200931102,431


Staff Training and Learning Ability

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Staff Training and Learning Ability  3,88 7,507 + 3,627 Score Maximize Screening Perspective
Description The training that has been provided to the staff of outsourcing partner should be considered while deciding for the final partner. The prospective partners can be judged by using a scale numbered from 1-10.

Graph for Staff Training and Learning Ability

Graph for Staff Training and Learning Ability

Data for Staff Training and Learning Ability

DatesWeightMinMaxValue
21.01.200931103,88
28.01.200931103,682
04.02.200931101,414
11.02.200931102,953
18.02.200931102,494
25.02.200931104,213
04.03.200931106,931
11.03.200931107,507


Redundancy Factor

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Redundancy Factor  83,56 92 + 8,44 % Maximize Screening Perspective
Description This too is an important way to filter the options and forms a major consideration in the job.

Graph for Redundancy Factor

Graph for Redundancy Factor

Data for Redundancy Factor

DatesWeightMinMaxValue
21.01.200928010083,56
28.01.200928010083,58
04.02.200928010087,7
11.02.200928010089,94
18.02.200928010080,92
25.02.200928010099,04
04.03.200928010092,56
11.03.200928010092


Outsourcing Partner capability Perspective

  Name Start value End value Dynamic Parent Contains
Root Outsourcing Partner capability Perspective  73,87 % 27,48 % -46,39% Financial Outsourcing Scorecard
Indicators
Accuracy Meeting Level
Expectation Fulfillment ratio
Migration and Streamline Ease Index
Pre-set Requirements Conformance Degree *
* - Information for this metric is limited in sample report Description This category is for having a quantified way to assess the capability of the outsourcing partner is handling the task.

Graph for Outsourcing Partner capability Perspective

Graph for Outsourcing Partner capability Perspective

Data for Outsourcing Partner capability Perspective

DatesValueWeight
21.01.200973,873
28.01.200951,213
04.02.200947,193
11.02.200950,253
18.02.200972,913
25.02.200954,613
04.03.200966,763
11.03.200927,483


Accuracy Meeting Level

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Accuracy Meeting Level  9,109 2,53 -6,579 Score Maximize Outsourcing Partner capability Perspective
Description There has to be a way to know the accuracy in the outsourcing process. A scale that is numbered from 1-10 can be used to do this.

Graph for Accuracy Meeting Level

Graph for Accuracy Meeting Level

Data for Accuracy Meeting Level

DatesWeightMinMaxValue
21.01.200931109,109
28.01.200931102,89
04.02.200931103,466
11.02.200931108,74
18.02.200931107,849
25.02.200931106,166
04.03.200931107,147
11.03.200931102,53


Expectation Fulfillment ratio

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Expectation Fulfillment ratio  0,8506 0,9776 + 0,127 # Maximize Outsourcing Partner capability Perspective
Description The company that is outsourcing the task should assess the decision in the light of 'number of aims that were achieved'.

Graph for Expectation Fulfillment ratio

Graph for Expectation Fulfillment ratio

Data for Expectation Fulfillment ratio

DatesWeightMinMaxValue
21.01.200920,810,8506
28.01.200920,810,965
04.02.200920,810,8566
11.02.200920,810,985
18.02.200920,810,9854
25.02.200920,810,8686
04.03.200920,810,9852
11.03.200920,810,9776


Migration and Streamline Ease Index

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Migration and Streamline Ease Index  0,9676 0,7216 -0,246 # Maximize Outsourcing Partner capability Perspective
Description One of the hurdles faced in the job of financial outsourcing is the migration of data between the systems of outsourcing and outsourced partner. This KPI is to measure the development in this direction.

Graph for Migration and Streamline Ease Index

Graph for Migration and Streamline Ease Index

Data for Migration and Streamline Ease Index

DatesWeightMinMaxValue
21.01.200920,710,9676
28.01.200920,710,9772
04.02.200920,710,8608
11.02.200920,710,7411
18.02.200920,710,8653
25.02.200920,710,8047
04.03.200920,710,8881
11.03.200920,710,7216


'Outsourcing Process Assessment' Perspective

  Name Start value End value Dynamic Parent Contains
Root 'Outsourcing Process Assessment' Perspective  63,89 % 23,68 % -40,21% Financial Outsourcing Scorecard
Indicators
Task Outsourcing Fraction
Decision Making Alignment
On-going Accounting Savings Percentage
Cost Savings ratio *
* - Information for this metric is limited in sample report Description This category of indicators is to gain an insight into the process of financial outsourcing.

Graph for 'Outsourcing Process Assessment' Perspective

Graph for 'Outsourcing Process Assessment' Perspective

Data for 'Outsourcing Process Assessment' Perspective

DatesValueWeight
21.01.200963,892
28.01.200964,532
04.02.200951,372
11.02.200938,42
18.02.200952,372
25.02.200931,32
04.03.200940,932
11.03.200923,682


Task Outsourcing Fraction

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Task Outsourcing Fraction  0,8668 0,4642 -0,403 # Maximize 'Outsourcing Process Assessment' Perspective
Description The scope of financial tasks is extremely wide. Some of these include 'accounting' or 'inventory management' or 'sales process management'. Organization may/ may not decide to outsource the whole bunch of financial activities.

Graph for Task Outsourcing Fraction

Graph for Task Outsourcing Fraction

Data for Task Outsourcing Fraction

DatesWeightMinMaxValue
21.01.200920,410,8668
28.01.200920,410,7378
04.02.200920,410,9568
11.02.200920,410,9118
18.02.200920,410,8272
25.02.200920,410,4654
04.03.200920,410,6532
11.03.200920,410,4642


Decision Making Alignment

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Decision Making Alignment   0,817 0,539 -0,278 # Maximize 'Outsourcing Process Assessment' Perspective
Description This KPI is helpful in knowing the extent to which outsourcing is in line with the concerned organization's decision-making requirements.

Graph for Decision Making Alignment

Graph for Decision Making Alignment

Data for Decision Making Alignment

DatesWeightMinMaxValue
21.01.200930,510,817
28.01.200930,510,8375
04.02.200930,510,7835
11.02.200930,510,5185
18.02.200930,510,7835
25.02.200930,510,524
04.03.200930,510,6955
11.03.200930,510,539


On-going Accounting Savings Percentage

  Name Start value End value Dynamic Measure units Optimization method Parent
Root On-going Accounting Savings Percentage  91,245 45,77 -45,48 % Maximize 'Outsourcing Process Assessment' Perspective
Description This KPI represents the savings in the form of on-going accounting operations.

Graph for On-going Accounting Savings Percentage

Graph for On-going Accounting Savings Percentage

Data for On-going Accounting Savings Percentage

DatesWeightMinMaxValue
21.01.200931510091,245
28.01.200931510093,88
04.02.200931510015,51
11.02.200931510059,285
18.02.200931510056,14
25.02.200931510050,53
04.03.200931510073,65
11.03.200931510045,77


Benefits Accruing Perspective

  Name Start value End value Dynamic Parent Contains
Root Benefits Accruing Perspective  45,5 % 51,32 % + 5,82% Financial Outsourcing Scorecard
Indicators
Increase in Other Activities
Quality Assurance Index
Number of Data Security Measures Adopted
Number of Successful Projects that Occurred because of Financial Outsourcing *
* - Information for this metric is limited in sample report Description This category is to 'quantify' the benefits emanating from the task being outsourced.

Graph for Benefits Accruing Perspective

Graph for Benefits Accruing Perspective

Data for Benefits Accruing Perspective

DatesValueWeight
21.01.200945,52
28.01.200978,022
04.02.20099,672
11.02.200968,872
18.02.200944,282
25.02.200959,022
04.03.200946,342
11.03.200951,322


Increase in Other Activities

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Increase in Other Activities  0,8422 0,9394 + 0,0972 # Maximize Benefits Accruing Perspective
Description This is to know the 'flow effect' of outsourcing decision. The resources saved from asking some other company to do the financial job for it will leave spare resources for it to be used in other manner.

Graph for Increase in Other Activities

Graph for Increase in Other Activities

Data for Increase in Other Activities

DatesWeightMinMaxValue
21.01.200920,410,8422
28.01.200920,410,7414
04.02.200920,410,4378
11.02.200920,410,5992
18.02.200920,410,6952
25.02.200920,410,8572
04.03.200920,410,787
11.03.200920,410,9394


Quality Assurance Index

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Quality Assurance Index  0,8449 0,7165 -0,128 # Maximize Benefits Accruing Perspective
Description This is to have the extent to which quality in the task is ensured.

Graph for Quality Assurance Index

Graph for Quality Assurance Index

Data for Quality Assurance Index

DatesWeightMinMaxValue
21.01.200930,710,8449
28.01.200930,710,9472
04.02.200930,710,7468
11.02.200930,710,9172
18.02.200930,710,7984
25.02.200930,710,8653
04.03.200930,710,9499
11.03.200930,710,7165


Number of Data Security Measures Adopted

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Number of Data Security Measures Adopted   4,865 5,195 + 0,33 # Maximize Benefits Accruing Perspective
Description This KPI is equal to the number of measures adopted to make sure that data is always with safe hands.

Graph for Number of Data Security Measures Adopted

Graph for Number of Data Security Measures Adopted

Data for Number of Data Security Measures Adopted

DatesWeightMinMaxValue
21.01.20093384,865
28.01.20093387,84
04.02.20093383,305
11.02.20093387,205
18.02.20093383,91
25.02.20093386,645
04.03.20093383,175
11.03.20093385,195
Created by: AKS-Labs
Report created with Balanced Scorecard Designer at 13.02.2009 9:14:45

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