Resp Detailed

Cross Level 2 drill Data Source - HK, onsibi Source - US Missing Measurement
Dashboard Ref Metric Definition Parent page analysis Level 1 drill down down SG, JP, UK and AU Issues Issue Resolution lity and Kec Data Period Status
It is what Viker bills
to the clients,
stored in Oracle.
We need to get the
data for HK, etc
manually entered in Financial Year, are
some spreadsheet we taking it as Jan
and not the ppt 01 - Dec 03?
Is revenue what we bill document. Also the Based on that the
to Viker US or what 2002 data needs to quarters will be
((Revenue for Viker bills to the be manually Jan-Mar, Apr-June,
measurement period for clients? Where is this entered if required. etc The
current FY / Revenue for information stored? Baseem can clarify measurement
Annual revenue measurement period for Revenue growth for each What is the ppt more about the Project Revenue periods would be
CEO 1 growth previous FY) -1)% quarter against target Monthly Finance ppt. document? other data sources. Ken Source & Budget Jan01-Dec31 Closed
budget(quaterly) is
a fixed figure where
as
forecasting(monthw
ise) is based on
real time market
information and
keeps getting
updated. revenue
budgeted for board
is manual by CEO
for the board
presentation, less
Trend of month on month What is the difference than the target
actual revenue vs. internal between the budgeted revenue which is
budgeted revenue vs. and the target revenue given to the
revenue budgeted for Spreadsheet. Ppt. and revenue budgeted functional heads Project Revenue Monthly, Jan1-
2 Revenue Revenue current period board document for board? ( GSD, GDB, etc) Ken Source & Budget Jan31 Closed

For the month & YTD, Do all the projects Yes, they have the
revenue breakup by have a link to the link to IL, SL and Project Monthly, Jan1-
2.1 Industry industry? Account Ken Source Jan31 Closed

For the month & YTD, Project Monthly, Jan1-

2.2 revenue breakup by SL Spreadsheet Ken Source Jan31 Closed
The customer
creation date would
give us that and we
link the customer
code in the project
with the customer
name. Client will
remain new for the
(revenue from new clients How do we determine period considered,
in current measurement the new clients? Doess eg for month then Project New
period / total revenue in a client remain new till next month he is no Source & Client
% revenue from new current measurement YTD % revenue from new 12 months from when longer new, Customer target Monthly, Q and
3 clients period)% clients vs. YTD target Spreadsheets he is created? clarified by Ken Ken Creation & revenue YTD Closed
% Revenue from top 5
clients for current month
Revenue % from top 5 to know client Historical % Revenue Project Monthly, Q and
4 Client concentration clients concentration from top 5 clients Ken Source YTD Closed
For the month & Is this a drill down of
YTD, comparison of any sort as in we show Revenue
revenue budgeted vs. only for the top 5 Project Budget Monthly, Q and
4.1 actual by client clients? yes Ken Source & by client YTD Closed
Sales is based on
the contracts, the
What is the diff entire value being
between sales and realized in that
revenue here? What period, this gets
are contracted sales? converted to
Contracted sales - Total What is the total revenue as and
Contract Value of contract value? Need when realized from
opportunities that are walkthrough of the client. It is the
5 Sales (bookings) successfully closed Monthly trend of sales Salesforce.com salesforce.com. sales figure. Sales Monthly. Closed
 Month on month sales
booked against revenue Baseem to give
forecasted for future Need walkthrough of detailed
5.1 months Salesforce.com salesforce.com. walkthrough. Sales Monthly. Closed
Backlog is the
difference between
Forecasting sales and revenue.
Contracted sales that have spreadsheet what is backlog? Need Baseem to give
not been recognized as (mainained by walkthrough of detailed
6 Backlog revenue Monthly trend of backlog Finance) salesforce.com. walkthrough. Sales Closed
I am taking
Operating profit as
Gross Profit –
Operating Exchang
expenses (which e Rate
include SGA table &
expenses), is this Parent
correct - Correct. Departm
Operating profit / revenue Monthly Operating profit Operating profit is SGA Budget ent look
7 Profitability for current period % vs. budgeted Finance ppt. EBIT Ken Summary & up M, Q and YTD Closed
How do we know the
expense heads? Are
they maintained in
Oracle and the
spreadsheet? • Are the
functions for the SGA Exchang
break up same as the e Rate
department mentioned table &
Historical in the SGA summary Parent
Current month SG&A SG&A cost by sheet in the data The SGA summary Departm
SG&A expenses / revenue Monthly total SGA cost vs. cost by function vs function vs sources excel sheet has been SGA Budget ent look
8 SG&A % for current period budget as % of revenue budget budget SG& A spreadsheet document sent by Ken. Ken Summary & up Month. Closed
We have to get
these through the
project codes. By
the term project
expenses in the
(Total revenue – project definition, we mean
expenses – SL expenses client
– GSD level expenses) for how do we get the SL projects.Given the
current period / Revenue Monthly actual vs. Gross Margin and GSD level break up of SL and Project Budgete
9 GSD GM% for current period budgeted GSD GM% Spreadsheet expenses GSD OH. Ken Source & d GM % Monthly Closed
Where are the total
available resources
Total hours billed / Total being used in this
available hours for current definition? The
period How are the total utilization definition
Total available hours are avaible resources and a ready report Utilizatio
assumed as 2080 hrs / Month on month utilization taken? Is that the total is being taken care n
10 GSD Utilization% resource / year at GSD level vs. target headcount for GSD? of by Ken Ken Utilization & Targets Closed
Still an
Open
decision
as to
Billable headcount / Total Do we give only India where
headcount for current Trend of month on month and US figures as of the data
11 % billable ratio period billable ratio now? No Rahul pulls Closed
Still an
Open
decision
(cost of total billable as to
resources/cost of all Do we give only India where
Billable ratio % resources) for the and US figures as of the data
12 (cost) measurement period % Monthly trend now? No Rahul pulls Closed
Do we give only India
and US figures as of
now? Total billable
Average billing rate =total revenue/total billable Monthly trend of average hours for the period Project
16 realized hours for the period billing rate realized Trend by IL Trend by SL available? No Ken Source Closed
I clarified this in the
call yesterday. For Revenue
GBD dashboard, Budget
Current month we have to exclude by
Monthly actual revenue revenue vs. budgeted Monthly detail Is this revenue only for BPO, AMO and Project Industry
GBD 1 Revenue Revenue current period vs. budgeted revenue revenue for each IL by A/C Finance ppt. GBD? Australia Ken Source & Line Month Closed
 There is a
forecasting
spreadsheet being
Contracted sales - Total Forecasting used by Finance
Contract Value of spreadsheet(spread Sales information to be where we can get
opportunities that are Monthly trend of Monthly trend sheet mainted by given by Ken and the bookings and
2 Sales (bookings) successfully closed Monthly trend of sales sales by IL by A/C Finance) Baseem backlog figures Sales Month Closed
There is a
forecasting
Month on month spreadsheet being
Month on month sales sales booked against used by Finance
booked against revenue revenue forecasted Sales information to be where we can get
forecasted for future for future months by Monthly trend given by Ken and the bookings and
2.1 months IL by A/C Salesforce.com Baseem backlog figures Sales Month Closed
There is a
forecasting
spreadsheet being
used by Finance
Contracted sales that have Sales information to be where we can get
not been recognized as Monthly trend of Monthly trend given by Ken and the bookings and
3 Backlog revenue Monthly trend of backlog backlog by IL by A/C Salesforce.com Baseem backlog figures Sales Month Closed
There is a
forecasting
spreadsheet being
used by Finance
Sales per client - Sales information to be where we can get
=total sales/total no. of Sales per client - monthly monthly trend - for Monthly trend given by Ken and the bookings and
4 Sales per client clients trend each IL by A/C Spreadsheet Baseem backlog figures Sales Month Closed
An active client
If we are calculating for definition is over a
a particluar month and 12 month horizon.
the client has become Please refer the
Forecasting inactive in the middle Baselined URR
=total revenue/total no. of Monthly Revenue per Monthly Revenue per Monthly trend Spreadsheed of that month how we excel doc. for the Project
5 Revenue per client active clients client client - IL by A/C (cal.required) account for that? definition Ken Source Month Closed
number of new
YTD number of new clients by month Forecasting Target
Number of new No. of new clients during clients by month against against the annual Spreadsheed Customer customer
6 clients the measurement period the annual target target A/C names (cal.required) ken Creation & s month Closed

If we are calculating for

(revenue from new clients a particluar month and
in current measurement the client has become Project New
period / total revenue in Forecasting inactive in the middle Source & Client
% revenue from new current measurement YTD % revenue from new Spreadsheed of that month how we Customer target
7 clients period)% clients vs. YTD target Detail by IL Detail by A/C (cal.required) account for that? Ken Creation & revenue month Closed
There is a
forecasting
spreadsheet being
used by Finance
% sales from new Sales information to be where we can get
% sales from new % sales from new clients, clients for each IL - given by Ken and the bookings and
8 clients % sales from new clients monthly trend monthly trend Detail by A/C Salesforce.com Baseem backlog figures Sales Closed
There is a
forecasting
spreadsheet being
used by Finance
=total sales from new Sales per new client - Sales information to be where we can get
clients/total no. of new Sales per new client - monthly trend - for given by Ken and the bookings and
9 Sales per new client clients monthly trend each IL Detail by A/C Salesforce.com Baseem backlog figures Sales Closed
An active client
If we are calculating for definition is over a
a particluar month and 12 month horizon.
the client has become Please refer the Project
=total revenue from new inactive in the middle Baselined URR Source &
Revenue per new clients/total no. of new Monthly Revenue per new Monthly Revenue per of that month how we excel doc. for the Customer
10 client clients client new client - IL Detail by A/C account for that? definition Ken Creation month Closed

Is sales assocaite a
designationin Oracle? Sales associate is
Sales per sales Sales information to be a Viker associate
Sales per sales =Total sales/total no. of Sales per sales associate - monthly given by Ken and working in Sales - a
11 associate sales associates associates - Monthly trend trend - by IL Baseem Sales guy Sales month Closed
 There is a
forecasting
spreadsheet being
used by Finance
Sales information to be where we can get
=Total sales value of lost Sales lost - IL break- Reason for given by Ken and the bookings and
12 Sales lost deals Sales lost - monthly trend up - monthly trend loss Salesforce.com Baseem backlog figures Sales month Closed
% revenue from top 5 % Revenue from top 5 Historical % Revenue Project
13 Client concentration clients clients for current month from top 5 clients Ken Source month Closed
For the month &
YTD, comparison of Revenue
revenue budgeted vs. Project Budget
13.1 actual by client Ken Source & by client month Closed
This may not be an
issue. Ken needs to
clarify on this. I
Deviation of actual guess he entered
revenues from forecasted the gap in error. Forecast
Revenue forecasting nos. in the quarterly Monthly Forecasting Monthly detail Why do we need yearly Clarified, we don’t Project ed
18 accuracy forecasting exercise accuracy - Revenue Monthly detail by IL by Core A/C budgets by client? need that. Ken Source & Revenue Month Closed

Current month Noetix View -

Accounts receivables at Trend of monthly accounts accounts receivable Current USAR_Recei
the end of measurement receivable in DSO against in DSO against upper month DSO Day sales vables_Bala
19 Accounts receivable period in DSO upper limit limit for each IL by A/C What is DSO ? outstanding? Yes Vijay nces Month Closed
Break-up for current
Break-up for current period DSO in less
period DSO in less than than 45 days, 45-60 Noetix View -
Ageing of accounts 45 days, 45-60 days, 60- days, 60-90 days and USAR_Recei
receivables in different age 90 days and more than 90 more than 90 days Ageing by vables_Bala
20 AR ageing (days) slots days for each IL A/C Vijay nces Ageing slots Closed
Average GM% calculated Data table
in pricing sheets during showing The sold GM is
selling phase for new project, deal captured in the
projects/deals closed closure date, pricing sheets
during measurement Monthly trend chart for Monthly trend for sold GM%, when any new deal
21 Sold margin % period overall sold GM Sold GM by IL revenue Need clarification. is signed.Clarified. Sales Month Closed
=GBD cost - cost of GBD
resources working on Does Oracle projects yes. Ken for more
delivery activities + cost of have all this clarification. SGA
GSD resources working on information. Need for GBD is what it Project
22 Cost of sales Sales activities Detail by IL clarification. contains. Ken Source Monthly Closed

Exchang
e Rate
Cost break- table &
up by Parent
category Departm
Monthly actual vs. Monthly detail by IL, monthly GBD Finance SG &A SGA Budget ent look
23 GBD expenses Actual GBD expenses budgeted GBD expenses Marketing, Core-A/Cs expenses spreadsheet Ken Summary & up Month Closed
No. Utilization is
Total hours billed / Total only measured for Target
available hours for current Month on month utilization Monthly detail Shouldn’t it be GDB the GSD Utilizatio
24 GSD Utilization% period at GSD level vs. target Monthly detail by IL by SL utilization? organization Ken Utilization & n Month Closed
Billing is the
invoicing that is
done to a client in
any given month.
Let me know if you
Billing - plan vs Monthly billing - plan vs Monthly billing - plan vs Monthly billing - plan need any more Invoice Planned
27 actual actual actual vs actual - AC detail Need clarification. clarifications Ken Summary & Billing Month Closed
Monthly
revenue and Not sure
GM for what
productized Productized Producti
services - What are the services are zed
Monthly revenue and detail by productized services currently being Services
Productized services Revenue and GM for Monthly revenue and GM GM for productized productized and where is the info formed. They are represen
29 performance productized services for productized services services - detail by IL services Finance ppt. stored? not yet operational Rahul t Month Closed
 Monthly sales
(bookings)
and sold GM Not sure
for what
productized Producti
Monthly sales services - zed
Sales (bookings) and sold Monthly sales (bookings) (bookings) and sold detail by Services
GM for productized and sold GM for GM for productized productized Sold GM and sold represen
29.1 services productized services services - detail by IL services margin are the same? Yes Rahul t Month Closed
Monthly chart on no. of Forecasting Project
30 No. of active clients No. of active clients active clients Monthly detail by IL A/C names spreadsheet Ken Source Month Closed
Project
% of revenues in repeat client has Source &
measurement month from Monthly chart on repeat How do we define the been defined in the Customer
31 Repeat business% repeat clients biz Monthly detail by IL A/C names repeat client? Baselined URR doc Ken Creation Month Closed
compliance by GBD KC New (v1)
group/projects Missing Time
No. of missing timecards (Missing time, Report -
GBD timesheet for the month for the late/not approved Associates From Oracle
32 compliance function Monthly trend timecards) not complying Vijay Reports Month Closed

I clarified this in the

Is this only GSD call yesterday. Let Budget
Current month Historical Monthly Project revenue? Which all me know if we by
Revenue & GSD revenue and GM% revenue and spreadsheet from data is missing? Not need to discuss Project Service
GSD 1 GM% by SL vs budget GM by SL Finance clear? more Ken Source & Line Monthly Closed

Current month Historical Budget

Monthly revenue and GSD revenue and GM% revenue and Project by
GM % vs budget by AC vs budget GM by AC Ken Source & Account Month Closed
Yes. They have to
be
consolidated/tracke
d by the project
code that is used in
Oracle. They are
three types of costs
- Project direct
Historical costs, SL OH costs
Current month project direct and GSD OH costs.
project direct costs, costs, SL OH Please look at the
SL OH and bench and bench GSD pilot prototype Budget
costs, SL gross costs, SL to get an by
margin for each SL gross margin DO we have the SL OH understanding of Project Service
vs budget for each SL and bench costs? they they add up Ken Source & Line Month Closed

Historical
Current month project direct
Monthly Project direct project direct costs, costs, AC OH
costs, SL OH and bench AC OH and bench and bench
costs, GSD mgmt costs costs and AC gross costs and AC Budget
and GSD gross margin vs margin for each AC gross margin Project by
budget vs budget for each AC Ken Source & Account Month Closed
Historical equivalent, say you
volume of put in 100 hrs
Current month effort billed in billable and total
volume of effort billed FTE available is 176 Days per
Monthly volume of effort in FTE equivalent for equivalent for then 100/176 is Project Month
billed in FTE equivalent each SL each SL What is FTE? FTE. Rahul Source & Mapping Month Closed
Historical equivalent, say you
volume of put in 100 hrs
Current month effort billed in billable and total
volume of effort billed FTE available is 176 Days per
in FTE equivalent for equivalent for then 100/176 is Project Month
each AC each AC What is FTE? FTE. Rahul Source & Mapping Month Closed
Monthly
leverage ratio
= Offshore
Monthly leverage billable
Monthly leverage ratio = ratio = Offshore hours/Onsite
Offshore billable billable hours/Onsite billable hours
hours/Onsite billable billable hours - SL - Project Project
hours detail detail Ken Source Month Closed
 Monthly
leverage ratio
= Offshore
Monthly leverage billable
ratio = Offshore hours/Onsite
billable hours/Onsite billable hours
billable hours - AC - Project Project
detail detail Ken Source Month Closed
Historical
break-up of
costs in
Current month break- categories -
Monthly break-up of costs up of costs in Salary costs,
in categories - Salary categories - Salary travel costs Budget
costs, travel costs and costs, travel costs and other by
other costs for GSD vs and other costs for costs for Project Service
budget each SL each SL Ken Source & Line Month Closed
Historical
break-up of
costs in
Current month break- categories -
up of costs in Salary costs,
categories - Salary travel costs
costs, travel costs and other
and other costs for costs for Project
each AC each AC Ken Source Month Closed
Historical,
QTD and
YTD variance
analysis
against
Current month, QTD forecast -
and YTD variance Revenue,
analysis against Total SL cost,
forecast - Revenue, Salary costs, Revenue
Monthly variance analysis Total SL cost, Salary Travel costs, Budget
against forecast - costs, Travel costs, other costs, by
Revenue, Total GSD cost, other costs, SL GM SL GM for Project Service
GSD GM for each SL each SL Ken Source & Line Month Closed
Historical,
QTD and
YTD variance
analysis
against
Current month, QTD forecast -
and YTD variance Revenue,
analysis against Total AC
forecast - Revenue, cost, Salary
Total AC cost, Salary costs, Travel Revenue
costs, Travel costs, costs, other Budget
other costs, AC GM costs, AC GM Project by
for each AC for each AC Ken Source & Account Month Closed

(Total revenue – project

expenses – SL expenses
– GSD level expenses) for Monthly Gross
current period / Revenue Month on month actual vs. Margin Spreadsheet Project Budgete
2 GSD GM% for current period budgeted GSD GM% Covered above by Finance Ken Source & d GM % Month Closed
Total hours billed / Total Good point. Please
available hours for current include expected Target
period Current month Historical utilization and Utilizatio
Total available hours are utilization for each SL utilization for no expected utilization target utilization in n by
assumed as 2080 hrs / against target vs. each SL or target utilizaiton for the Level 2 and 3 Service
6 GSD Utilization resource / year expected utilization against target others? drilldowns too Ken Utilization & Line Month Closed

Current month Historical Target

Monthly utilization for GSD utilization for each utilization for Utilizatio
vs. target vs expected AC against target vs each AC n by
utilization expected utilization against target Ken Utilization & Account Month Closed
 Exchang
e Rate
table &
(Actual GSD expenses - Parent
budgeted GSD No global expense Departm
GSD Expense expenses)/Budgeted GSD budgets for all SGA Budget ent look
8 variance expenses Covered in 1 above GSDs Ken Summary & up Month Closed
in pricing sheets during
selling phase for new Data table showing What is sold
projects/deals closed Trend chart for sold project, deal closure margin?When can we
during measurement margin against target for date, sold GM%, Pricing sheets know about the pricing
16 Sold GM% period each deal revenue (currently rolling out) sheets mentioned? Sales Month Closed
(No. of active clients from
the previous measurement
period who are still with us
in the current
measurement period) /
(Total no. of active clients Process needs to be
we had in the previous Month on month trend of developed to Project
22 Client retention % measurement period) % client retention % capture that Ken Source Month Closed

=total revenue/total no. of Monthly Revenue per Monthly Revenue per Project
24 Revenue per client active clients client client - SL Ken Source Month Closed
link to
project
memebe
rs view
in Noetix
in order
to bring
in
KC New (v1) Custome
Missing Time r and
No. of missing timecards Timesheet Report - Project
GSD timesheet for the month for the Timesheet compliance Global information From Oracle informati
25 compliance function Monthly trend compliance by SL by Projects not available Vijay Reports on Month Closed
link to
project
memebe
rs view
in Noetix
in order
to bring
in
KC New (v1) Custome
Missing Time r and
Timesheet Report - Project
Timesheet compliance From Oracle informati
25.1 compliance by AC by Projects Vijay Reports on Month Closed

Right now there are

no process
consulting
engagements. We
might have identify Process
Quarterly revenue How do we know which a method thru consulitn
from process projects are the which project codes g
Revenue from Revenue from process consulting process consulting can be linked to Project revenue
GPM 1 process consulting consulting engagements engagements GAP - Not captured engagements? engagement types Ken Source & identified Quarter Closed

Exchang
e Rate
(Actual GPM expenses – table &
Planned GPM expenses) / Monthly budgeted vs. Parent
Planned GPM expenses actual expenses for Departm
(each for the Month on month actual vs. GPM by expense Expense category Yes, clarified by SGA Budget ent look
7 Budget variance measurement period) budgeted GPM expenses categories GAP - Not captured details available? Ken Ken Summary & up Month Closed
 KC New (v1)
Missing Time
Process group No. of missing timecards Detail by Process Associate Report -
timesheet for the month for the group names not From Oracle
12 compliance function Monthly trend Projects/groups complying Vijay Reports Month Closed

Exchang
e Rate
table &
Monthly budgeted vs. Parent
actual expenses for Departm
Month on month actual vs. GAP by expense Monthly SG&A file SGA Budget ent look
GAP 1 GAP expenses Actual GAP expenses budgeted GAP expenses categories (finance) Ken Summary & up Month Closed
How is
recrutim
=Total recrutment Trend of cost per hire by Cost per hire by ent cost
2 Cost per hire cost/Total no. of hires month region for the month Rahul defined? Month Closed
KC New (v1)
Missing Time
No. of missing timecards Timesheet Associate Report -
GAP timesheet for the month for the compliance by GAP names not From Oracle
9 compliance function Monthly trend verticals/projects complying Vijay Reports Month Closed

Exchang
e Rate
(Actual GIT expenses – table &
Planned GIT expenses) / Monthly budgeted vs. Parent
Planned GIT expenses actual expenses for Departm
(each for the Month on month actual vs. GIT by expense Monthly SG&A file SGA Budget ent look
GIT 1 Budget variance measurement period) budgeted GIT expenses categories (finance) Ken Summary & up Month Closed
Number
Total IT salary costs / No. Trend of IT support cost of HR
IT support cost per of associates for per associate by month Where are the upper Nowhere. It is a SGA Budget Resourc
2 associate measurement period against upper limit limit numbers stored? gap Ken Summary & es Month Closed
How is
the
Total cost of Link and informati
internet / No. of associates Trend of Link and internet on
Link and IT internet for the measurement costs per associate by captured
3 costs / associate period month against upper limit Rahul ? Month Closed

Average of variance in IT
expenses on projects
during the measurement
period Not sure
(Actual IT expenses – if we
planned IT expenses) Trend of IT expense budget
Project IT expense Expenses include H/w, s/w variance by projects this
4 variance and link costs on projects supported Rahul why? Month Closed
What entity is the
Revenue from Revenue from Monthly revenue from infrastructure group? See project source Project
12 infrastructure group infrastructure group Infrastructure group Something like a GBA? sheet Ken Source Month Closed

Not sure
What is the capital if finance
Capital expenditure by Budget vs. actual capital expenditure? How to See project source captures
13 Capital expenses Global IT expenditure by Global IT identify this? sheet Rahul this. Month Closed
KC New (v1)
Missing Time
No. of missing timecards Timesheet Report -
Timesheet for the month for the compliance by GIT Associates From Oracle
17 compliance - GIT function Monthly trend groups/projects not complying Vijay Reports Month Closed
 Forecast
ed
Current month Revenue
Revenue by BU (HH by
Revenue (HH and Revenue recognized for and MSDW) - actual Historical BU Project Business
Core ACs 1 MSDW) the period vs forecast revenues Ken Source & Unit Month Closed
Forecast
ed
Revenue
Monthly actual vs. Current month Historical by
forecasted revenue trend Revenue by SL - revenue by Project Service
1.1 for HH and MSDW actual vs forecast SL Ken Source & Line Month Closed

Revenue backlog (Total

contracted sales not yet Monthly backlog (HH and Monthly Rev. Explained in the
2 Backlog converted as revenue) MSDW) Backlog by BU forecast sheet What is backlog? call last night Sales Month Closed

Monthly pipeline (HH and

4 Sales Pipeline Sales pipeline MSDW) Pipeline by BU Salesforce.com Sales Month Closed
Revenue forecast for the
next 12 months (HH and Revenue forecast by Monthly Rev.
5 Revenue forecast 12 month revenue forecast MSDW) BU forecast sheet Sales Month Closed
Forecast
Profit margin for the core ed GM
accounts = Account Current month by
revenue - all costs for the margin by BU - Historical BU Project Business
6 Account margin account forecast vs actual margin Ken Source & Unit Month Closed
Forecast
ed GM
Monthly forecasted vs Current month by
actual account margin for margin by SL - Historical SL Project Service
HH and MSDW forecast vs actual margin Ken Source & Line Month Closed

Noetix View -
USAR_Recei
Accounts receivables in Monthly trend in DSO for AR by BU (HH and Info. On regional vables_Bala
7 AR (DSO) DSO AR (HH and MSDW) MSDW) systems only Vijay nces Month Closed

Ageing for outstanding Noetix View -

receivables (<45 days, 45- USAR_Recei
60 days, 60-90 days, >90 Latest ageing information Ageing information by Info. On regional vables_Bala
8 Receivables ageing days) for HH and MSDW BU (HH and MSDW) systems only Vijay nces Ageing slots Closed

Exchang
e Rate
table &
Parent
Monthly forecasted vs How do we get this Departm
Account S&M Sales and marketing costs actual S&M expenses (HH Cost break-up by information if its not SGA Budget ent look
9 expenses for the core accounts and MSDW) category broken by account? Ken Summary & up Month Closed

Monthly planned vs actual Is the forecasted billing

Planned vs actual amount billed to the client information stored in Invoice Planned
14 billed amount Amount billed to the client (HH and MSDW) Project-wise detail Oracle? Ken Summary & Billing Month Closed

Monthly average billing Monthly average

Average billing rate =Total revenue/Total rate realized (HH and billing rate realized by Project
15 realized - blended billable hours MSDW) BU (HH and MSDW) Ken Source Month Closed

Monthly average
=Total onsite Monthly average onsite onsite billing rate Location information
Average billing rate revenue/Total onsite billing rate realized (HH realized by BU (HH enough to identify Project
16 realized - onsite billable hours and MSDW) and MSDW) onsite? Ken Source Month Closed
 Monthly average
=Total offshore Monthly average offshore offshore billing rate
Average billing rate revenue/Total offshore billing rate realized (HH realized by BU (HH Project
17 realized - offshore billable hours and MSDW) and MSDW) Ken Source Month Closed

Cannot
be done
by BU
since
this is
stored at
Task
level and
KC New (v1) people
Missing Time are
Core A/C's - No. of missing timecards Timesheet Report - assigned
timesheet for the month for the Timesheet compliance From Oracle at project
23 compliance function Monthly trend compliance by BU's by projects Vijay Reports level Month Closed

Exchang
e Rate
table &
Monthly forecasted Parent
vs. actual costs for Departm
Month on month actual vs. GBA by expense SGA Budget ent look
GBA 1 GBA costs GBA costs forecast GBA costs categories SG&A spreadsheet Ken Summary & up Month Closed
KC New (v1)
Missing Time
No. of missing timecards Report -
GBA Timesheet for the month for the Names of associates From Oracle
7 compliance function Monthly trend not complying Vijay Reports Month Closed

Exchang
e Rate
(Actual GFA expenses – table &
Planned GFA expenses) / Parent
Planned GFA expenses Departm
(each for the Month on month actual vs. Finane SG&A SGA Budget ent look
GF&A 1 Budget variance measurement period) budgeted GFA expenses Spreadsheet Ken Summary & up Month Closed

Exchang
e Rate
table &
how is this different Parent
1. Trend of month on from the above metric Departm
month bugeted vs. actual Finane SG&A (Row 99)? Is this the Same, can remove SGA Budget ent look
expenses Spreadsheet overall expense figure? this Ken Summary & up Month Closed

Exchang
Ken needs to e Rate
clarify. Expense table &
categories are Parent
2. YTD budgeted vs. Only high-level Salary cost, travel Departm
actual expenses for GFA numbers available High level numbers? costs and other SGA Budget ent look
by expense categories globally Clarify. costs. Clarified. Ken Summary & up Month Closed
 Exchang
e Rate
table &
Parent
3. Budgeted vs. actual Departm
expenses for the month by SGA Budget ent look
expense category for GFA Ken Summary & up Month Closed
Write-offs / provisions
Bad debt – write- Write-offs / Provisions made for bad debt during Basee
2 off/provisions made for bad debt the measurement period m Month Closed
AR/Sales * days (Days =
360 for the year, 90 for the Basee
3 DSO quarter) DSO for Viker DSO by IL DSO by AC m Quarter Closed

Ageing details for AR (<45
days, 45-60 days, 60-90
4 Ageing days and >90 days) Ageing details for Viker
=PBIT/Average capital
employed
Captial employed = Total
5 ROCE assets - Current liabilities ROCE for Viker
6 ROE =PAT/Average equity
Deviation of actual
Forecasting revenues and margins
accuracy – from forecasted nos. in the
Revenues and quarterly forecasting
7 margins exercise
Timeliness of book Date on which books got
closing and closed and nos. got
8 reporting reported
Noetix View -
USAR_Recei
Ageing by vables_Bala
Ageing by IL A/C Vijay nces Ageing Slots Closed
I think we can also
do it quarterly
This is an yearly (annualized return Basee
update? during the quarter) m Q and Y Closed
This is an yearly I think we can also
update? Do we have do it quarterly
profit figures for every (annualized return Basee
ROE for Viker month? during the quarter) m Q and Y Closed
Forecasting accuracy -
Revenue and margins Rev & forecasting Basee
(GM and EBIT) spreadsheets m Monthly Closed
No. Baseem can
Date on which books got Nos reported and throw some more
closed and nos. got Need to define the books closed on the light. Need process Basee
reported process same date? for reporting date. m M Closed

Exchang
e Rate
table &
Parent
Departm
Costs (budget vs. Budget vs. actual costs for SGA Budget ent look
9 actual) for F&A dept F&A department SG&A spreadsheet Ken Summary & up Monthly Closed
Yes. We would
have to sit with
Finance and
understand if they
Target have any SLA's for
SLAs (e.g. resolution/payoff date - expense
Timeliness of actual payoff date (in reimbursement.
expense terms of number of Yes can use
reimbursement, days)? Could this be a resource metric Basee
10 Admin SLAs) Performance against SLAs Performance against SLAs measure? formula here. m Month Closed
Explained earlier. It
is captured in the
pricing sheets.
Trend of sold GM% as Month on month sold Definitio of sold GM
captured in the approved GM% as captured in the Pricing sheets also exists in the Basee
11 Sold GM% pricing sheets approved pricing sheets (currently rolling out) What is sold GM? Baselined URR doc m Month Closed
Y- monthly tax need
Tax management Tax outgo as percent of Tax outgo as a % of to be calculated for Basee
12 efficiency revenue revenue the regions m Month Closed
KC New (v1)
Timesheet Missing Time
No. of missing timecards No. of missing timecards compliance by Associate Report -
Timesheet for the month for Global for the month for Global Finance names not From Oracle
14 compliance F&A F&A Groups/projects complying Vijay Reports Month Closed
 KC New (v1)
Missing Time
Organization Report -
timesheet No. of missing timecards Timesheet compliance for From Oracle
16 compliance for the month for Viker Viker Vijay Reports Month Closed
Dashb Cross
oard Ref Metric Definition Parent page analysis Level 1 drill down Level 2 drill down

Average client satisfaction score from the half

CEO 13 Client satisfaction score yearly satisfaction surveys Client satisfaction score for each client

(No. of active clients from the previous

measurement period who are still with us in the
current measurement period) / (Total no. of
active clients we had in the previous
14 Client retention % measurement period) % Month on month trend of client retention %

Month on month trend of no. of customer

15 Customer complaints No. of customer complaints of severity 1&2 complaints
Average client satisfaction score from the half
GBD 14 Client satisfaction score yearly satisfaction surveys Client satisfaction score for each client Detail by IL Detail by A/C

14.1 1. Pareto chart for average score by attributes Detail by IL Detail by A/C
2. Comparison of average score for current period
14.2 vs. previous period by client Detail by IL Detail by A/C
Month on month trend of no. of customer
15 Customer complaints No. of customer complaints of severity 1&2 complaints Detail by IL Detail by A/C
(No. of active clients from the previous
measurement period who are still with us in the
current measurement period) / (Total no. of
active clients we had in the previous
16 Client retention % measurement period) % Month on month trend of client retention % Detail by IL

No. of clients having monthly account Data table listing clients that
% clients having monthly dashboard / total no. of clients at the end of the Monthly % clients having account dashboard do not have the dashboard
17 account dashboard measurement period target of 100% Detail by IL published for the month

Distribution of projects in Current month distribution of projects Historical distribution of

GSD 9 R/Y/G % of projects in R/Y/G status in R/Y/G by SL projects in R/Y/G by SL
Trend of month on month distribution of project Current month distribution of projects Historical distribution of
status as R/Y/G in R/Y/G by AC projects in R/Y/G by AC
(No. of projects meeting the quality goals / Total
no. of projects)% % projects meeting quality goals by
A project is a unit (project or a BU for an % projects meeting quality goals by the 5 quality the 5 quality metrics (Sch. Var, effort
% projects meeting the ongoing engagement) for which project plan can metrics (Sch. Var, effort var, productivity, DD, var, productivity, DD, DRE) for each
10 quality goals be created and quality goals can be defined DRE) for GSD SL
Trend of month on month distribution
Trend of month on month distribution of % of % projects meeting the quality
projects meeting the quality goal, not meeting and goal, not meeting and not measured
not measured for GSD for each SL

11 % projects at CMM L5
12 Client satisfaction score
15 Customer complaints
No. of Projects fulfilling L5 requirements / Total A matrix showing current month R/Y/G status for
no. of projects each CMM level by SL
Average client satisfaction score from the half
yearly satisfaction surveys Pareto chart for client satisfaction score by clients detail by SL
Month on month trend of no. of customer
No. of customer complaints of severity 1&2 complaints Detail by SL Detail by Projects

(PDD for current measurement period – PDD for

prior measurement period) / PDD for prior
% reduction in post delivery measurement period % Quarter on quarter reduction in PDD for each LC
17 defect density This is by life-cycle type type against target Detail by SL Detail by Projects

(Productivity for current measurement period –

% improvement in
18 productivity
% projects meeting the
19 quality goals
20 % projects at CMM L5
% projects meeting the
GPM 8 quality goals
9 % projects at CMM L5
that for prior measurement period) / that for prior
measurement period %
This is by life-cycle type
(No. of projects meeting the quality goals / Total
no. of projects)%
A project is a unit (project or a BU for an
ongoing engagement) for which project plan can
be created and quality goals can be defined
No. of Projects fulfilling L5 requirements / Total
no. of projects
(No. of projects meeting the quality goals / Total
no. of projects)%
A project is a unit (project or a BU for an
ongoing engagement) for which project plan can metrics (Sch. Var, effort var, productivity, DD,
be created and quality goals can be defined
No. of Projects fulfilling L5 requirements / Total
no. of projects
Quarter on quarter improvement in productivity by
LC type against target Detail by SL Detail by Projects
% projects meeting quality goals by
% projects meeting quality goals by the 5 quality the 5 quality metrics (Sch. Var, effort
metrics (Sch. Var, effort var, productivity, DD, var, productivity, DD, DRE) for each
DRE) for GSD SL and AC
Trend of month on month distribution
Trend of month on month distribution of % of % projects meeting the quality
projects meeting the quality goal, not meeting and goal, not meeting and not measured
not measured for GSD for each SL and AC
A matrix showing current month R/Y/G status for
each CMM level by SL
% projects meeting quality goals by
% projects meeting quality goals by the 5 quality the 5 quality metrics (Sch. Var, effort
var, productivity, DD, DRE) for each
DRE) for GSD SL
Trend of month on month distribution
Trend of month on month distribution of % of % projects meeting the quality
projects meeting the quality goal, not meeting and goal, not meeting and not measured
not measured for GSD for each SL
A matrix showing current month R/Y/G status for
each CMM level by SL

% projects meeting quality goals by the 5 quality

% GA projects meeting the (No. of projects meeting the quality goals / Total metrics (Sch. Var, effort var, productivity, DD,
GIT 15 quality goals no. of projects)% DRE) for GIT
Trend of month on month distribution of %
projects meeting the quality goal, not meeting and
15.1 not measured for GIT
Core Average client satisfaction score from the half
ACs 10 Customer satisfaction score yearly satisfaction surveys Client satisfaction score for each client
10.1 1. Pareto chart for average score by attributes
2. Comparison of average score for current period
10.2 vs. previous period by client
 Month on month trend of no. of customer
11 Customer complaints No. of customer complaints of severity 1&2 complaints
% projects that meet quality goals by the 5 quality
metrics (Sch. Var, effort var, productivity, DD,
% projects meeting the (No. of projects meeting the quality goals / Total DRE), % projects that do not have quality metrics
18 quality goals no. of projects)% tracked, % projects that do not meet quality goals Detail by BU
No. of Projects fulfilling L5 requirements / Total A matrix showing R/Y/G status for each CMM
19 % projects at CMM L5 no. of projects level by SL Detail by BU
Level 3 drill down Data Items Data Source Issues Issue Resolution Measurement Period
CSS template has the details, it is
6 monthly only from HH at BU
1. Manual with Susan Melgard for June level. Two such numbers exist.
1. Time period, Client name, overall CS 2003 Susan has the files, to be got by
score 2. Present for HI in a different format for Ajay through to us. Terjinder has For all measurement periods,
2. Time period, Client name, CS score Jun 2002, Jan 2003 with HI core team What are the various attributes sent the draft format. We need to mostly they are monthly. Also, you
for each attribute 3. Data is not present for all other clients mentioned in pt 2? What is the go through this and make sure if can refer to the Frequency column
3. 1 & 2 above for prior 8 periods for prior period tenure of a period? this meets our requirements in the Baselined URR metrics doc
Ajay to get back with Srini on this
regarding how the information
1. Oracle for current FY about active clients is stored. An
2. Need to check how this will be active can be derived from
1. Month, Client name available for past 24 months. Data not Oracle projects. Refer active
2. Data in 1 should be present for rolling present for the past 24 months. Good How do we know the active client definition in Baseline URR
24 months data available only from Jan 2003. clients? Any status flag? doc
1. Project name, Account, SL, IP, date, 1. Procedure needs to be developed to
Customer complaint, Severity centralise the tracking Clarified, calculated month on
2. Data in 1 should be present for rolling 2. Review feasibility to implementing What do we mean by rolling 12 month by snapshot dates. Stored
12 months Dimensions workflow for this months? in Customer Incident Log (excel).

Do we not have pareto chart for

CEO dahsboard? It is the same

Same as that on CEO dashboard Same as that on CEO dashboard

Same as that on CEO dashboard Same as that on CEO dashboard

Same as that on CEO dashboard Same as that on CEO dashboard

1. Month, Client name, Account
dashboard produced flag (Y/N)
2. Client list here should be tallied with
that in Oracle
3. Data in 1 should be present for rolling
12 months Need to define a procedure for this Clarify. Discard the metric as of now.
Ajay to come up with a process for
getting the information. Need to
1. Week ending date, Client Name, BU also work with Sujata on a better
Name, Project Name, Account, SL, IP, process since she does some
Top project status? Project Status (R/Y/G) Currently, manual with Sujata Patil, consolidation at her end
2. Data in 1 should be available for assistant to Head GSD. Need to define a
Top project status? rolling 52 weeks procedure for this
complete, effort variance goal
c. Productivity for releases complete, Every project does not have a
productivity goal mapping to the IP. If we have a
d. Defect density for milestones mapping to the SL it should
delivered, DD goal suffice
e. DRE for milestones complete, DRE
goal
2. Data in 1 should be available for
rolling 52 weeks for each project Need to define a procedure for this
1. Week ending date, Client Name, BU
Name, Project Name, Account, SL, IP
R/Y/G status of each L2, L3, L4, L5
implementation Quality Manager generates the
2. Data in 1 should be available for report to the SQA head. Need to
rolling 52 weeks Need to define a procedure for this define process to capture this.

Same as that on CEO dashboard Same as that on CEO dashboard

Same as that on CEO dashboard Same as that on CEO dashboard

1. Quarter no., Client Name, BU Name,
Project Name, Account, SL, IP, LC type,
date, delivery name, size of delivery, list
of all post delivery defects date, delivery name, size of
2. Data in 1 should be available for all delivery? What are these?Why do month needed instead of date.
deliveries made in 2 quarters (rolling 2 we need this: list of all post delivery Size of delivery for DD. Count(list
qtr data to be maintained) Need to define a procedure for this defects? of PDD) needed.
1. Quarter no., Client Name, BU Name,
Project Name, Account, SL, IP, LC type,
date, delivery name, size of delivery,
Actual effort corresponding to the
delivery
2. Data in 1 should be available for all 17, 18 and 19 present in PMO in
deliveries made in 2 quarters (rolling 2 PWR, by projects (not
qtr data to be maintained) Need to define a procedure for this consolidated)

Arent these same as pt 10 in GSD?

Only A/c is added here. Yes

Arent these same as pt 10 in GSD?

Duplicated in GSD dashboard Duplicated in GSD dashboard Only A/c is added here. Yes

Duplicated in GSD dashboard Duplicated in GSD dashboard

Why 5 metrics. This will be one

chart with the 5 quality metrics on
Need to break this into 5 metrics, it. Please refer the current GSD
Present in GSD dashboard Present in GSD dashboard Rahul can you do that? pilot website which has this chart

Present in GSD dashboard Present in GSD dashboard

Global Applications, these are the

internal projects (SRMS, Oracle,
PWR), there is no quality data
regarding these. We need to start
Same as that in GSD dashboard, except capturing data on these too, just
that the scope is internal GA projects Needs to be defined What are internal GA projects? like any other delivery project

Same as that in CEO dashboard Same as that in CEO dashboard

Same as that in CEO dashboard Same as that in CEO dashboard

Same as that in CEO dashboard Same as that in CEO dashboard

Same as that in CEO dashboard Same as that in CEO dashboard

Status

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed
Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed
Closed

Closed
Closed

Closed

Closed
Dashbo Cross
ard Ref Metric Definition Parent page analysis Level 1 drill down Level 2 drill down

Annualised attrition % for 3 months =

A. [(Resignations for three

monthsx4) x100]/ Average headcount for the
three months
B. 100-
attrition rate = Three month retention rate
CEO 19 Organization retention % Monthly retention % against target
Annualised attrition % for 3 months =

A. [(Resignations for three

monthsx4) x100]/ Average headcount for the
three months
B. 100-
attrition rate = Three month retention rate
GBD 25 GBD Retention Monthly retention for GBD, No. of employees

Historical billable population

(no. of billable resources/Total no. of resources) Current month billable population as as % of total SL population
GSD 3 % billable ratio for GSD for the measurement period % % of total SL population for each SL for each SL

Historical billable population

Monthly billable population as % of total GSD Current month billable population as as % of total AC population
population % of total AC population for each AC for each AC

Historical billable population

% billable ratio by cost for (cost of total billable resources/cost of all GSD Current month billable population as as % of total SL population
4 GSD resources) for the measurement period % % of total SL population for each SL for each SL

Historical billable population

5 Allocation ratio
Headcount forecasting
7 accuracy
(total GSD resources allocated to projects /
Total of all GSD resources) for the
measurement period %
Monthly billable population as % of total GSD
population
Monthly allocation ratio for GSD
Monthly projected ramp-ups & roll-offs for GSD
Current month billable population as as % of total AC population
% of total AC population for each AC for each AC
Historical allocation ratio for
Current month allocation ratio by SL each SL
Monthly projected ramp-ups & roll-
offs for SL

Current distribution of headcount by location for Current distribution of headcount by

GSD - US, India, UK, APR location for SL - US, India, UK, APR
 Annualised attrition % for 3 months =

A. [(Resignations for three

monthsx4) x100]/ Average headcount for the
three months
B. 100-
attrition rate = Three month retention rate Monthly retention % against target for GSD, no. of Current month retention % against Historical retention %
14 GSD retention % employees target for each SL, no. of employees against target for each SL
No. of billable QLs / Total no. of QLs during the
GPM 2 %QLs billable measurement period Trend of %QL billability by month
Annualised attrition % for 3 months =

A. [(Resignations for three

monthsx4) x100]/ Average headcount for the
three months
B. 100-
attrition rate = Three month retention rate Monthly retention rate for Global Process group,
12 Retention no. of employees

GAP 2 Cost per hire =Total recrutment cost/Total no. of hires No. of hires by designation for the month
YTD no. of hires by designation
Total no. of Viker associates/Total no. of GAP
3 Viker to GAP associate ratio associates Monthly trend against target
Annualised attrition % for 3 months =

A. [(Resignations for three

monthsx4) x100]/ Average headcount for the
three months
B. 100-
attrition rate = Three month retention rate Monthly retention % against target, no. of Monthly retention for GAP, no. of
4 Organization retention % employees employees

% of staffing requests Staffing requests that met the SLN / total % staffing requests meeting the SLN by month
9 meeting the SLN number of staffing requests against the target of 85%
Annualised attrition % for 3 months =

A. [(Resignations for three

monthsx4) x100]/ Average headcount for the
three months
B. 100-
attrition rate = Three month retention rate Monthly retention rate for Global IT group, no. of
GIT 11 Retention employees

Utilization of IT resources on
14 projects Need to define
Core
ACs 12 Utilization Monthly utilization trend (HH and MSDW) Utilization by BU Utilization by projects
13 Leverage ratio leverage ratio Monthly leverage ratio (HH and MSDW) Leverage ratio by BU Leverage ration by projects

20 Headcount Monthly headcount no. (HH and MSDW) By BU

Monthly no. of resources on the bench (HH and

21 Bench resources No. of resources on the bench MSDW)

Retention rate in core Monthly retention rate in core Acs (HH and
22 accounts Associate retention rate for core accounts MSDW)
 Annualised attrition % for 3 months =

A. [(Resignations for three

monthsx4) x100]/ Average headcount for the
three months
B. 100-
attrition rate = Three month retention rate
GBA 8 GBA retention rate Monthly trend, no of employees
Annualised attrition % for 3 months =

A. [(Resignations for three

monthsx4) x100]/ Average headcount for the
three months
B. 100-
attrition rate = Three month retention rate Retention rate for Global Finance and Admin dept,
GF&A 17 Retention rate no. of employees
Data Items Data Source Issues Issue Resolution
Average headcount will be (beginning date x+ ending date
z)/2. the data would be the snapshot date value. HR would
provide with the target values for every month against which
the actuals will be plotted. We need to give a provision to
enter targets for GSD/GBD etc levels at a later date. Aashish
Average headcount: will it be (x+z)/2 or (x+y+z)/3 where x,y,z to send a document with business rules for calculating
are the resp snapshot date headcounts for the three months/ retention by tomorrow (which addresses issues abt transfers
Where are the target figures available? Why do we need and sub contractors). For retention rate, all separations
region wise figures and voluntary vs involuntary are to be considered, not just either voluntary or
resignations? We are platting month wise retention figures involuntary. A better average would be a 2 point average
actual vs target. Will this calculation take place every month? if the period is a month, a 4 point average if it is a quarter
Region,Month, Annualized Retention(Voluntary), Annualized Need some clarification regarding the 4 point and 13 point and a 13 point average if it is a year. Start of quarter and
Retention(Voluntary, Involuntary) Oracle HRMS average (Month start and end dates) end of each month and same for year.

Region,Month, Annualized Retention(Voluntary), Annualized

Retention(Voluntary, Involuntary) Oracle HRMS Do we have the data for the GBD/GSD/etc resources? Yes, the organization information in Oracle stores this.
Need Clarification on Billable Resource (whether(A) hired for
billable work or (B)associate who is actually putting a billable
time) - Assuming (A)Region, Month,Employee, Billable
status(We are looking for an option to flag each associate as Same as above. We have the KIN (region), Name, Org, DOJ
been hired for a billable position or non-billable position in and Emp Flag for every associate. Aashish to clarify by next
Oracle HRMS), Organization(SL,IL). Oracle HRMS What all constitute GSD? How to determine that? week the billable issue.
Need Clarification on Billable Resource (whether(A) hired for
billable work or (B)associate who is actually putting a billable
time) - Assuming (A)Region, Month,Employee, Billable
status(We are looking for an option to flag each associate as We take the respective fractional time spent on each project.
been hired for a billable position or non-billable position in Allocation to projects is also done on the % basis. Aashish to
Oracle HRMS), Organization(SL,IL),Account(Client) Oralce HRMS and PRM If a person works on two accounts what is to be done? clarify by next week the billable issue.
billable work or (B)associate who is actually putting a billable
time) - Assuming (A)Region, Month,Employee, Billable
status(We are looking for an option to flag each associate as Cost is stored at the designation level. These costs would be
been hired for a billable position or non-billable position in variable (upadted by FIN). Aashish to clarify by next week
Oracle HRMS), Organization(SL,IL),Account(Client), Oracle HRMS, Oracle PRM, Oracle Cost: will it be employee level? Do we store costs based on the billable issue. By cost here, we mean the person's
Designation, Standard Cost Projects designations? standard cost
Need Clarification on Billable Resource (whether(A) hired for
billable work or (B)associate who is actually putting a billable
time) - Assuming (A)Region, Month,Employee, Billable
status(We are looking for an option to flag each associate as
been hired for a billable position or non-billable position in Oracle HRMS, Oracle PRM, Oracle
Oracle HRMS), Organization(SL,IL),Account(Client) Projects Aashish to clarify by next week the billable issue.

Region, Month,Employee, Organization(SL,IL),Account(SL

Bench - need to check if we have in PRM) Oracle HRMS, Oracle PRM

SL, Core Account, Forecasted Count(Need more clarification) Excel file - GSD Forecast Report(Date) Do we have the forecasting breakup (Aggressive/Sure/etc)? Yes, all three break-ups are available and need to be shown.
for US and KeC Oracle HRMS, for other
regions Excel - Global Associate For India we will have Hyd and Pune for all others no such
Kin,Name,Organization Database spilt up
Region,Month, Annualized Retention(Voluntary), Annualized
Retention(Voluntary, Involuntary), no. of employees (end of
month)
Need to Clarify whether QLs hired for billing position or QLs
who bill based on project deal
Oracle HRMS
QL is a role, stored in PRM. WIP for the clarification. Aashish
How do we account for part time QLs? to clarify by next week the part time QL issue.

Region,Month, Annualized Retention(Voluntary), Annualized

Retention(Voluntary, Involuntary), no. of employees (end of
month) Oracle HRMS
Month, Region, Total Expense, Count of Hires, Cost Per
Hire(Over All), Cost Per Hire Leadership(Managers and Above) Oracle Regional information also needed
Regional information also needed

Month, no. of GAP associates, no. of Viker associates Oracle HRMS

Region,Month, Annualized Retention(Voluntary), Annualized

Retention(Voluntary, Involuntary), no. of employees (end of
month)
Month, No. Of Assocaites Staffed, No. of Associates
Requested, Staffing Percent, Target Staffing Percent
Oracle HRMS
If the requisition raised in Jan is for say 4 people but 3 SLN are are individual requisition levels, calculated by the
months down the line how do we account for that? Is the number of days (target for SLN and actual). Fixed for a
Currently Excel, Moving to Oracle PRM SLN not met if we take snapshot in Feb? quarter or 6 months.

Region,Month, Annualized Retention(Voluntary), Annualized

Retention(Voluntary, Involuntary), no. of employees (end of
month) Oracle HRMS
Aashish to clarify the definition by next week. Ken also has
an idea since he is developing the report. Please look at
Utilization Report Develped in Oracle(Currently under Test) Oracle To get a walkthrough by Ken that output too.

Utilization Report Develped in Oracle(Currently under Test)
Need Clarification
Region,Kin, Name, Account(Client), BU (need to check with
Ashish if BU detail is available)
Region,Kin, Name, Account(Need to check if we have SL-
Bench in PRM)
KIN,Name,Termination Status, Account(Client)
Oracle
Oracle HRMS, Oracle PRM
Oracle HRMS, Oracle PRM
Oracle HRMS, Oracle PRM - Currently
information is available in Excel
At service line level
How is this determined? A person might be in HH A/c at
beginning of period but midway moves to bench and is no
longer with the account (even till the snapshot date)
The structure is Account-BU- Project for the core accounts.
Aashish to clarify by next week.
Aashish to clarify by next week the AC linkage. We would
know the employee id of the person on the bench. We
would also know his SL. We should be able to link the
two?
Snapshot date values will be taken since data to be shown is
on a particular date.
Region,Month, Annualized Retention(Voluntary), Annualized
Retention(Voluntary, Involuntary), no. of employees (end of
month) Oracle HRMS

Region,Month, Annualized Retention(Voluntary), Annualized

Retention(Voluntary, Involuntary), no. of employees (end of
month) Oracle HRMS
Measurement Period Status

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed
Closed

Closed

Closed

Closed
Closed

Closed

Closed

Closed

Open

Closed
Closed

Closed

Closed

Closed
Closed

Closed
Dashbo Cross
ard Ref Metric Definition Priority Drill down Parent page analysis Level 1 drill down

Average learning hours per Average hours expended YTD in learning per Average hours expended YTD in learning per
CEO 21 associate associate ? associate
Distribution of projects in Trend of month on month distribution of project
22 R/Y/G % of projects in R/Y/G status H status as R/Y/G

Functional / technical Accounts / SLs / IPs meeting the pyramid for Comparison of functional / technical competence
GSD 13 competency functional / technical knowledge H pyramid across by SL
(No. of offerings / engagement types / project
types with adequate methodology definitions in
KGM) / Total no. of offerings / engagement
types / project types that need a formal
methodology in KGM
Adequacy will be based on sign-off from GBD &
GSD on process in KGM for a specific offering /
need (Number of offerings with formal
methodology in KGM – Offerings that need Aging in months of offerings / engagement types /
coverage)/ Number of offerings with formal project types for which KGM PIPs have been
GPM 3 KGM coverage methodology in KGM H Y raised 1. Aging of PIPs
2. Aging of TCPs

$ saved from Process Savings from specific PIs during the 1. Pareto chart for $ saved through
4 Improvements measurement period H Y Trend of $ saved from PIs by month PIs for the measurement period
(PDD for current measurement period – PDD for
prior measurement period) / PDD for prior
% reduction in post delivery measurement period % Quarter on quarter reduction in PDD for each LC
5 defect density This is by life-cycle type H type against target
(Productivity for current measurement period –
that for prior measurement period) / that for prior
% improvement in measurement period % Quarter on quarter improvement in productivity by
6 productivity This is by life-cycle type H LC type against target
Process related training training by category (KGM, CMM, Estimation
10 hours by type etc.) Trend of training hours by category by month
Average learning hours per Average hours expended YTD in learning for a Average hours expended in learning per Average hours expended in learning
GAP 6 associate per month given role ? Y associate by month against target per associate per month by SL
Ratio of classroom to e-
learning hours per associate Total classroom learning hours expended / Total
7 per month e-learning hours for the month H Y Ratio by month against target 1. Ratio per month by SL
% of new hires that have undergone orientation
New hire orientation on organizational practices on organizational practices within 2 weeks of hire
8 New hire induction and norms within the first 2 weeks of arrival H by month against target of 100%
(Total no. of approved MIS requirements – Total
no. of implemented MIS requirements) / Total
% requirements met through no. of approved MIS requirements during the Trend of % requirements met through MIS by
GIT 5 MIS measurement period L month against target
Schedule variance in Schedule variance for each MIS report during
6 publishing MIS reports the measurement period L ? Schedule variance for each report published

Turn around time to provide when request was opened) for each Help desk
7 helpdesk requests
Uptime of systems
8 LAN/WAN
9 Uptime of GA
10 Uptime of voice facilities
16 Server and link utilization
No. of initiatives with GBA
GBA 2 using the SI framework
No of strategic initiatives
carried out by the
organization using the SI
4 framework
% of time spent on Reactive into by the functional with little or no notice but
5 initiatives
Be involved in Sis that
provide an ROI of at least 4 measured through implementation. Over the
times the cost of GBA in
6 2003
7 GBA Timesheet compliance
GF&A 18 Timesheet compliance
19 Legal dept. performance
Organization timesheet
20 compliance
(Help desk request completion date – Date
Average turn around time by request type against
request during the measurement period H SLN
(Total available time – Total time LAN / WAN
were down) / Total available time for each of
LAN / WAN during measurement period H Average uptime by month against SLN
(Total available time – Total time one or more of
the GA was down) / Total available time H Average uptime by month against SLN
(Total available time – Total time voice facilities
were down) / Total available time during
measurement period H Average uptime by month against SLN
Server and link usage / server and link capacity Monthly trend on server and link utilization
REVIEW ALL COMPLETED INITIATIVES ON A
QUARTERLY BASIS AND AUDIT THEY
CONFORMED TO THE SI FRAMEWORK (as
defined in GBA PWR Repository List of initiatives that do not have a SI
Quarterly trend (Target > 50%) framework
Review all global initiatives on a quarterly basis List of initiatives that do not have a SI
and audit if they conformed to the SI framework Quarterly trend (Target > 25%) framework
Reactive project are those that GBA get called
List of reactive initiatives with time
have to take highest priority Monthly trend (Target <=30%) spent
In the SI framework the cost / revenue impact
of the initiatives should be quantified and
year this should be equal 4 times the cost of the
GBA team. Quarterly trend List of SI with ROI details
Monthly trend
No. of missing timecards for the month for No. of missing timecards for the month for Global
Global F&A F&A
GBD satisfaction with legal dept's turnaround
times and help Legal dept performance
No. of missing timecards for the month for Viker Timesheet compliance for Viker
Level 2 drill down Data Items Data Source Issues Issue Resolution
To clarify with Aashish. Sheet is
maintained by L&D. Ashish can help
Data Source? Sheet with GAP? coordinate that

Same as the Customer tab? Yes

1. Account / IP Name, functional area, required distribution
of associates based on 5 levels of functional kowledge (L1,
L2, L3, L4, L5 - % for each)
2. Account / IP Name, functional area, date of snapshot,
current distribution of associates based on 5 levels of
functional knowledge
3. SL Name, technical area, required distribution of This is the functional and technical
associates based on 5 levels of technical kowledge competency, framework is not is place
4. SL Name, technical area, date of snapshot, current except for Vision Plus technical.
distribution of associates based on 5 levels of technical Need to define a process for rolling it out Correct. A framework is being
knowledge as well as data capture Clarification Needed on this. developed for other competencies

Inputs based on GSD (Clients) and

GBD(Market), process and tech
1. All PIP Log entries 1. Process to review outstanding PIPs improvements proposals are sent. What
2. All TCP Log entries 3. No. of and TCPs with GBD and GSD for is the Viker coverage for these. WIP by
offerings/engagement types/project types with adequate approval Ajay. PIP - Process Improvement
methodology definitions in KGM 4. Total no. for item 2. Need to define Dimensions workflow to proposal. TCP - Technology change
3 above in Viker that need a fomal methodology in KGM capture and report the data required. KGM Coverage? PIP/TCP? proposal.
Ageing information Need to define
1. All PIP Log entries. Make sure that $ saved is a data item
captured in PIP Log
2. All TCP Log entries. Make sure that $ saved is a data Need to define Dimensions workflow for Do we have any information regarding This information is present in PIP/TCP
item captured in TCP Log this this? log. Ajay to clarify.

Same as GSD dashboard in customer sheet

Same as GSD dashboard in customer sheet

Is it the same info that Ashish (GAP)
No. of hours spent on process related training Need to define has? Yes
Is it the same info that Ashish (GAP)
Total learning hours in the month, Total no. of associates Manual with L&D. has? Yes

Total learning hours in the classroom in the month, Total Is it the same info that Ashish (GAP)
learning hours on e-learning for the month Need to define has? Yes
Manual for induction information. New
hires from Oracle for US/India. For other Is it the same info that Ashish (GAP)
No. of new hires, no. of hires in induction within 2 weeks regions, manual. has? Yes

What requirements? (Since we are The requirements for the Noetix system.
Need to define moving to the new MIS system) DK Help desk.

Need to define Do we need to define all these? This would be used for K MIS system.
 Ajay unclear on these. IT has some
measures. Contact Parvez for
clarification since they incorporate
SLN norms for requests by type, turnaround time data for GIT maintains some data. Probably this as part of the IT steering
requests by type manual. Need to define. Do we need to define all these? committee call
Ajay unclear on these. IT has some
measures. Contact Parvez for
clarification since they incorporate
this as part of the IT steering
GIT maintains the data. Probably manual. Do we need to define all these? committee call
Ajay unclear on these. IT has some
measures. Contact Parvez for
clarification since they incorporate
this as part of the IT steering
GIT maintains the data. Probably manual. Do we need to define all these? committee call
Ajay unclear on these. IT has some
measures. Contact Parvez for
clarification since they incorporate
this as part of the IT steering
GIT maintains the data. Probably manual. Do we need to define all these? committee call
Ajay unclear on these. IT has some
measures. Contact Parvez for
clarification since they incorporate
this as part of the IT steering
Need to define. Do we need to define all these? committee call

Data with GBA as to how many Sis

Total no. of GBA initiatives. No. of GBA initiatived with SI follow the framework. Rahul to provide
framework Need to define. Clarification with Rahul? data sample.

Data with GBA as to how many Sis

follow the framework. Rahul to provide
No.of strategic initiatives using SI framewokr Need to define. Clarification with Rahul? data sample.

Data with GBA as to how many Ris are

No. of reactive initiatives. % time on reactive initiatives Need to define. Clarification with Rahul? there. Rahul to provide data sample.

Clarified. Need to come up with

Need to define Need to define. Clarification with Rahul? framework
I think this was addressed as part of the
Oracle timesheets Oracle Clarification with Rahul? financial tab
Do we have which resources belong to I think this was addressed as part of the
Oracle timesheets Oracle GF&A, etc? financial tab

Need to define Need to define Do we need to define the performance? Needs to be defined.
I think this was addressed as part of the
Oracle timesheets Oracle financial tab
Status

Closed

Closed

Closed

Closed
Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed
Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed

Closed