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Linking ProcessGuide and ScoreCard

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Linking ProcessGuide and ScoreCard

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Linking ProcessGuide and ScoreCard

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QPR ScoreCard is a powerful business management tool utilizing the Balanced Scorecard concept. QPR ScoreCard and QPR ProcessGuide can be linked together to form an efficient business management tool package. With the link active, it is possible to drill down from ProcessGuide's model elements to corresponding measures in ScoreCard and vice versa in the QPR Portal, allowing you to see how the process is carried out and simultaneously see indicator information on its efficiency.

 

wnd_flowchart_indicator

The "Production Line" subprocess with linked indicator, measure value, and period information.

 

The picture above shows a subprocess called "Production Line" being linked to a ScoreCard model which has a measure for the Production Line's performance. As the indicator shows, the line is performing well. Below is the corresponding ScoreCard measure, showing a link to the Production Line process step. Note that the links are visible only in the QPR Portal.

wnd_measure_with_prosteplink

"Production Line" ScoreCard measure with a link to the corresponding ProcessGuide process step.

 

The ScoreCard link can be activated opening the ScoreCard Link Properties dialog from the Model tab of the ribbon and setting the link state to enabled. ScoreCard link settings for separate process steps can be defined in the ScoreCard Link dialog. Links between ScoreCard and ProcessGuide can be defined either by inputting the required ScoreCard data into the fields in the ScoreCard Link dialog or by drag-and-dropping ScoreCard measures from the Scorecard Navigator to supported model elements in the ProcessGuide Navigator or on the flow chart.

 

 

Tutorial: How to Establish a Link Between ProcessGuide and ScoreCard

Make sure you have the full QPR package installed and both products can be used through the QPR Portal. If you have problems installing and setting up the products, consult the product Administrator 's Guides and the QPR Help Desk.

 

Open a connection to the ProcessGuide Application Server and either create a new Server model or use an existing one.

 

Open the ScoreCard Link Properties dialog from the Model tab of the ribbon by clicking the ScoreCard Link button and enable the ScoreCard link.

 

From now on, there are two different ways to proceed:

 

Alternative 1:

Open the Scorecard Navigator in the Scorecard Explorer

 

Open the Navigator in ProcessGuide

 

Drag a ScoreCard measure from the Scorecard Navigator over a process step in the ProcessGuide Navigator or the flow chart view. The mouse cursor will change into an arrow with a plus sign below it when the linking is possible. Release the mouse button, and the ScoreCard Link dialog will open.

 

Verify that the information is correct and click OK to close the ScoreCard Link dialog.

 

Alternative 2:

Check the name of the ScoreCard model you are creating a link to and provide its name to the "Default ScoreCard model name" field. However, this step is not mandatory, as you can define the model separately for all the process steps.

 

Open the ScoreCard Link dialog from the Web Style Dialog for Elements, and select how the link will be displayed by choosing the desired option from the drop-down menu and select whether to show measure value and period in the Web Client. See the Web Style Dialog for Elements topic for more details on these settings.

 

Go to the flow chart view, right-click the model element (see the list of supported elements in the previous chapter) that you wish to link with a ScoreCard measure and select ScoreCard Link... from the pop-up menu. The ScoreCard Link dialog will open.

 

In QPR ScoreCard, double-click the measure to which you wish to create a link to from ProcessGuide. Go to the Definition tab, copy the value in the Symbol field and paste the value into the "Measure symbol" field in the ScoreCard Link dialog. If you do not have access to the ScoreCard model or your user rights are not sufficient, contact the ScoreCard model administrator and request the correct value.

 

Close the Element Properties dialog in QPR ScoreCard. Locate the scorecard that contains the element you just viewed in the Scorecard Navigator, right-click it and select the Edit Symbol... option from the pop-up menu. Copy the value in the Symbol field and paste it into the "Scorecard symbol" field in the ScoreCard Link dialog. If you do not have access to the ScoreCard model or your user rights are not sufficient, contact the ScoreCard model administrator and request the correct value.

 

Close the dialog and make sure that model is set to be published (this can be done in the Server Model options tab of the Modeling Options dialog).

 

Save the model and log into QPR Portal. Open the Processes tab and select the model you created the link in. You should see ScoreCard information (indicator, for example) connected to your model element in the way you chose in step 5.

 

 

Get more information on QPR ScoreCard from http://www.qpr.com/Solutions/Balanced_Scorecard/ or contact the QPR Help Desk.

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