Consolidated User Requirements

Metrics and Management
Information Systems
User Requirement Report

Version : 0.1 Draft
Date : 02 AUG 2003
Metrics and MIS User Requirement Report
Contents
Introduction...................................................................................................................... ..........4
Requirement Specifications............................................................................................. .........6
Sources of Business Knowledge ................................................................................. ........11
Specific Requirements / Need Analysis...................................................... ...........................11
Project Dependencies............................................................................... ..............................20
Acceptance Criteria............................................................................................ .....................21
Appendices.................................................................................................. ............................21
Appendix A: Metrics cards for users............................................................................... .......21
Appendix A-1: Supporting metrics for users............................................................ .............27
Appendix A-2: Data requirements, databases and data location.......................... ...............28
Appendix B: Screen content and Layouts – CEO User..................................................... ....29
Appendix C: Screen content and Layouts – GSD User..................................................... ....38
Appendix D: Screen content and Layouts – GBD User........................... .............................70
Appendix E: Screen content and Layouts – CFO User......................................... ................86
Appendix F: Screen content and Layouts – GPR User...................................... .................106
Appendix G: Screen content and Layouts – GAP User................................................ .......113
Version 0.1, 02/Jul/2003 Draft/Issue Page 2

2001 Viker Incorporated Uncontrolled if Copy/Printed Ref. No: METMISUR1
Appendix H: Screen content and Layouts – GIT User..................................................... ....118
Appendix I: Screen content and Layouts – GBA User................................... .....................123
Document Control............................................................................................................... ...128

Introduction
Purpose / Project Objectives
The purpose of the project is to establish a strategy map linked to the business
objectives of Viker. Use this strategy map to then define a holistic metrics program
in the organization. The primary objectives of the metrics program are:
• Definition and implementation of metrics at various levels in the

organization to ensure and evaluate performance as defined in the
strategy map. The performance will be evaluated at various levels in
the organization.
• Usage of metrics at various levels to establish controls and improve the

performance
Scope
The overall objectives of the project will be accomplished using a phased approach.
A Balanced Score Card (BSC) approach will be used to define the strategy map and
respective metrics. Following is a brief of the phases, with the scope for Phase I
being more detailed than the remainder phases.
• Phase I – Define and implement metrics for the organization as well as

the Global Leadership level. Most of the metrics have been discussed
in various forums to date and the GL feels that they have a good sense
after the metrics required to manage the performance of their
respective functions. These metrics will be agreed upon and rolled-out
through dashboards at various levels in Phase I.
• Phase II – A strategy map will be defined and agreed upon by the GL.
At this stage any retrofit required to the metrics will be done. Also,
second level of metrics & dashboards will be defined for say SL leaders
within GSD.
• Phase III – This will be a complete roll-out of the metrics program

aligned with the strategy map to the last level required within the
organization. Also a process to constantly upgrade will be
institutionalized.
This document details the requirements for Phase I. A step in completion of Phase I
will be to complete the requirements of phase II along with an implementation plan.
As mentioned, in phase I metrics will be defined and implemented top-down from an

organization level to each functional head level. Metrics for other levels within the
organization will be defined and implemented in subsequent phases. The Balanced
Score Card approach to defining a holistic metrics program will be used as a
framework. As a part of implementation, gaps with the existing MIS will be
determined and prioritized for closure depending on metrics priorities.
Definitions, acronyms, and abbreviations
1. BSC – Balanced Score Card
2. GL – Global Leadership
3. SL – Service Line
4. GSD – Global Services Delivery
References
Overview
From here, the document outlines the following:
• A complete perspective on the project and the high level roadmap that has
been envisioned
• A detailed outlined of the expected system functions with the outputs and the
inputs specified
• Details on the users of the system. This also a subsection on the expected
outputs, viz. the metrics cards, for each user
• A detailed section on the user interface required with details on screen flows
and the content for each web-page/screen

Requirement Specifications
Project Perspective
Viker has defined its 2 year strategic focus depicted by the various elements of the
“House Model”. Metrics will be defined in order to measure success and progress in
achieving its strategic objectives. Each metric will have a target for Y2003 derived
from the strategic objectives for Viker.
The aim of this project is to institutionalize metrics within the organization and have
a fully functional MIS (Management Information System) system. This integrated
system would depict the performance against defined metrics for each user and
would also show the relevant management reports and information useful towards
measuring those metrics. The detailed requirements on these metrics and the MIS
are presented later in the document.
This system would have a web-based, GUI driven front-end. At the back end, this
system would talk to the Oracle database and other data-bases within Viker, to
collect raw data. The system would have an analytic middleware that would do
organize the data, do appropriate analysis and present information in a graphical
format. The detailed requirements on these are presented later in the document.
The figures below give a diagrammatic representation of the high level system.
The road-map for the entire system is described below. In the interest of
implementing this system rapidly and in a better fashion, the entire activity has
been broken down into three phases/versions. Each subsequent version builds on
the previous version, has increasing sophistication built into it and also has more
users accessing the system. Each subsequent version would also need to have a
more integrated database at the back-end, from the distributed ‘databases’ in the
earlier version. The project would also need to address this aspect of database
integration.
Version 1: Metrics and MIS at the Global Leadership level. Primary users would be
the Global Leadership. At the back end, the system would talk to Oracle and other
databases in the organization, based on MS Excel, etc.
Version 2: Metrics and MIS at the SL/IP leadership and equivalent levels in the
functions – Global Leadership direct reports. These metrics flow from the GL level
metrics. At the back end, some of the MS Excel based and other distributed
databases need to be migrated onto Oracle or a central database. The analytical
tool / engine in the middle would need to have increased capability to handle the
increase in the number of users and also the increased analysis requirement.

Version 3: Metrics and MIS at the Project Manager, non-core Account DM, and
equivalent levels in the functions – Global Leadership second level reports. At the
back end, most of the distributed databases need to be migrated onto the central
database. The analytical tool / engine in the middle would need to be a
sophisticated, high-end tool to handle the increase in the number of users and also
the increased complexity of analysis requirement.
Version 1: Schematic
20,000
18,000
16,000
50.00%
49.00%
Oracl
14,000 48.00%
GM
12,000 Project costs
47.00% 42%
Revenue 48%
10,000
GM%
46.00%
8,000
6,000 45.00% SL OH costs
GSD mgmt costs 6%
4,000 4%
44.00%
2,000
20,000 50.00%
- 43.00%
SL1 SL2 SL3 SL4 SL5 SL6 18,000 SL7
49.00%
16,000
14,000 48.00%
GM
47.00% 42%
Revenue 48%
10,000
GM%
46.00%
8,000
6,000 45.00% SL OH costs
GSD mgmt costs 6%
4,000 4%
44.00%
2,000
- 43.00%
SL1 SL2 SL3 SL4 SL5 SL6 SL7
Analytical Excel – DB
tool / engine 1
Web based GUI, on Excel – DB

KNET 2
Global Leadership

Oracle /
20,000
18,000
16,000
14,000
50.00%
49.00%
48.00%
GM
Central
DB
47.00% 42%
Revenue 48%
10,000
GM%
46.00%
8,000
6,000 45.00% SL OH costs
GSD mgmt costs 6%
4,000 4%
44.00%
2,000
20,000 50.00%
- 43.00%
49.00%
16,000
14,000 48.00%
GM
47.00% 42%
Revenue 48%
10,000
GM%
46.00%
8,000
6,000 45.00% SL OH costs
GSD mgmt costs 6%
4,000 4%
44.00%
2,000
Excel – DB
- 43.00%
Analytical
tool / engine 1
Web based GUI, on Excel – DB

KNET 2
Global Leadership SL Leadership
20,000 50.00%
18,000
49.00%
16,000
14,000 48.00%
GM
47.00% 42%
Revenue
Oracle /
48%
10,000
GM%
46.00%
8,000
6,000 45.00% SL OH costs
GSD mgmt costs 6%
4,000 4%
44.00%
2,000
20,000 50.00%
- 43.00%
49.00%
16,000
Central
14,000 48.00%
GM
47.00% 42%
Revenue 48%
10,000
GM%
46.00%
8,000
6,000 45.00% SL OH costs
GSD mgmt costs 6%
4,000 4%
44.00%
2,000
DB
- 43.00%
Sophisticate
d Analytical
tool / engine Excel – DB
1
Web based GUI, on
KNET Excel – DB
2
Multiple users – Global Leadership, SL

leadership and equivalent, Project
This document outlines the requirements for Version 1.

System Functions
The system functions are as follows:
Outputs: The output of the system would be a web-based, GUI driven front-end
that presents the performance against each metric for each user and also the
supporting information required as part of the metrics for the user. All this
information would be analyzed information and would be presented in a graphical /
visual format. This would be a series of web pages that are predefined for each user.
Any user’s metrics shall be accessible only to the user, the user’s manager and the
system administrator. For version 1, the web-pages can be static web pages with
minimal user interactivity allowed. For subsequent versions, the web pages need to
by dynamic web pages with high user interactivity allowed (e.g. users may be
allowed to define the views for their charts or deeper analysis)
Inputs: The inputs to the system would be from the Oracle database and other
databases maintained in different functional units in the organization which are
primarily in the form of spreadsheets, in version 1. In subsequent versions, these
distributed spreadsheet databases would need to be moved onto a central database
and integrated with the Oracle database.
System processing: Most of the processing would be done by the analytical tool /
engine that resides in the middle. This engine would be responsible for organizing
the raw data collected from the database, organizing the data into graphs and
charts according to the rules specified, evaluating the performance of the metric
against target, etc. For version 1, this processing would be once a month activity.
For subsequent versions, this would need to be on a real-time basis.
User Details
The following are the users for the system:
Administrator: The following users would have admin rights to the system: Aparna
Katre, Nick Bennett and Rahul Lanjewar. These users would have full access to the
entire system – super user rights. The administrator would also approve any new
users to the system.
The other users for the system depend on the version of the system being
developed. Below are outlined the users for version 1.
Version 1 users: The users for version 1 would be the Global Leadership team.
Following are the details of the users with their access rights:
User Access rights

CEO Super user rights. Has access to all the metrics

dashboards in all version
Head GSD Has access to the GSD dashboard –

Homepage_GSD.html. In subsequent versions, has
access to the metrics dashboards of direct reports
Head GBD Has access to the GBD dashboard –

Homepage_GBD.html. In subsequent versions, has
Head GAP Has access to the GAP dashboard –

Homepage_GAP.html. In subsequent versions, has
Head Global Has access to the Global IT dashboard –

IT Homepage_GIT.html. In subsequent versions, has
Head Global Has access to the Global Finance dashboard –

Finance Homepage_GFA.html. In subsequent versions, has
Head Process Has access to the Process dashboard –

Homepage_GPR.html. In subsequent versions, has
Head GBA Has access to the GBA dashboard –

Homepage_GBA.html. In subsequent versions, has
Identification of modules
Since a BSC approach will be used to define the metrics, each metric will belong to
one or more of the following perspectives:
• Financial
• Customer
• Internal process
• Organizational learning
The metrics for Phase I are defined in Appendix A. This document also states the
definition of each metric, the target for Y2003, supporting metrics for analysis as
well as the analysis technique.
Constraints
Assumptions and Dependencies
Sources of Business Knowledge
User name
Title Business Architect
Area of Metrics, definitions, user specifications, screen flows, layouts, data

functional or sources, etc.
system
expertise
Phone
number
e-mail
Location
Available Tuesday – Saturday

days
Comments
Specific Requirements / Need Analysis
In phase/version I, metrics are defined at an Organization level (CEO) and each

functional head who is also a direct report of CEO. The metrics at each of these
levels, along with their definitions are outlined in Appendix A. A system is required
to generate dashboards for CEO as well as each functional head. The content of the
dashboards outlined later in the document.
As a part of this project following activities are to be performed:

• Finalize the metrics and their definitions

• Identify gaps with MIS
• Design dashboards for CEO & each functional head with 2 levels of drill
down
• Prioritize metrics, dashboards and gaps in MIS to be closed
• Design systems to generate dashboards with prioritized items
• Train the user group for usage of dashboards
• Test and implement dashboards
• Perform periodic reviews of dashboards and implement improvements
Functional Requirements
Refer to Appendix A for detailed definitions of each metric. Each metric requires supporting information
in order for the owner to be able to manage performance of the metric against the defined goal. For ex. to
be able to manage to GSD GM of say 45%, it is important to understand the GM at various levels
(Account, IP, SL, project etc.), utilization trend, project status R/Y/G, expense categories & trends. All
supporting metric for a defined metric will be identified. The dashboards will have graphical
representation of each metric, supporting metrics, trends in order to aid analysis.
A process to publish, review / analyze dashboards, determine action items and track
action items will be defined for each functional head and for the organization.
External Interfaces
User Interface
The system first authenticates the level of the user. The user interface is described
below for each individual user listed above. The flow of screen is described first. The
layout and content of the screens is described later in the Appendix.
User: CEO
After the CEO is authenticated and enters the system, the CEO sees a homepage,
Homepage_CEO.html. This homepage is the CEO dashboard which details the
metrics at his level. From this homepage, the user can go into any one of the other
functional homepages (e.g. Homepage_GSD.html, Homepage_GBD.html, etc.) or to
a higher level detail pages – Findetail_CEO.html, Custdetail_CEO.html,
Prodetail_CEO.html and Empdetail_CEO.html. The page layout and content for the
CEO User are described later in Appendix B.

Homepage_CEO.html
Findetail_CE Custdetail_C Prodetail_CEO Empdetail_CE

O.html EO.html .html O.html
Screen organization – CEO

User: Head GSD

After the Head GSD is authenticated, the user is directed to the GSD dashboard
homepage – Homepage_GSD.html. From this homepage, the user can select and go
to the following detail level pages – Findetail_GSD.html, Custdetail_GSD.html,
Prodetail_GSD.html and Empdetail_GSD.html. There are subsequent pages from
these pages. The screens flow and organization are illustrated below. The screen
layout and content are described later in Appendix C.
Homepage_GSD.html
Findetail_GS Custdetail_G Prodetail_GSD Empdetail_GS

D.html SD.html .html D.html
Empdetail_SL_
Pro_Vol_GS Pro_Eff_GS GSD.html
D.html D.html
Findetail_SL Findetail_AC
_GSD.html _GSD.html
Pro_Stff_GS Pro_Qly_GS
D.html D.html
Fin_SL_hist_ Fin_AC_hist
GSD.html _GSD.html
Pro_Vol_SL
Pro_Vol_GS Pro_Eff_SL_
_GSD.html
D.html GSD.html
Pro_Vol_SL
_hist_GSD.ht
ml
Screen organization – GSD
User: Head GBD

After the Head GBD is authenticated, the user is directed to the GBD dashboard
homepage – Homepage_GBD.html. From this homepage, the user can select and go
to the following detail level pages – Findetail_GBD.html, Custdetail_GBD.html,
Prodetail_GBD.html and Empdetail_GBD.html. The page layout and content are
described later in Appendix D.
Homepage_GBD.html
Findetail_GB Custdetail_G Prodetail_GBD Empdetail_GB

D.html BD.html .html D.html
Findetail_IL_ Prodetail_IL
GBD.html _GBD.html
Findetail_IL_ Findetail_IL_
AC_GBD.ht hist_GBD.ht
ml ml
Findetail_IL_A
C_hist_GBD.ht
ml
Screen organization – GBD
User: CFO

After the Head GFA is authenticated, the user is directed to the GFA dashboard
homepage – Homepage_GFA.html. From this homepage, the user can select and go
to the following detail level pages – Findetail_GFA.html, Custdetail_GFA.html,
Prodetail_GFA.html and Empdetail_GFA.html. The page layout and content are
described later in Appendix E.
Homepage_CFO.html
Findetail_CF Custdetail_C Prodetail_CFO Empdetail_CF

O.html FO.html .html O.html
Findetail_SL Findetail_AC Findetail_FN

_CFO.html _CFO.html _CFO.html
Findetail_SL Findetail_AC
_hist_CFO.ht _hist_CFO.ht
ml ml
Screen organization – CFO

User: Head GPR

After the Head GPR is authenticated, the user is directed to the GPR dashboard
homepage – Homepage_GPR.html. From this homepage, the user can select and go
to the following detail level pages – Findetail_GPR.html, Custdetail_GPR.html,
Prodetail_GPR.html and Empdetail_GPR.html. The page layout and content are
described later in Appendix F.
Homepage_GPR.html
Findetail_GP Custdetail_G Prodetail_GPR Empdetail_GP

R.html PR.html .html R.html
Screen organization – GPR
User: Head GAP

After the Head GAP is authenticated, the user is directed to the GAP dashboard
homepage – Homepage_GAP.html. From this homepage, the user can select and go
to the following detail level pages – Findetail_GAP.html, Custdetail_GAP.html,
Prodetail_GAP.html and Empdetail_GAP.html. The page layout and content are
described later in Appendix G.
Homepage_GAP.html
Findetail_GA Custdetail_G Prodetail_GAP Empdetail_GA

P.html AP.html .html P.html
Screen organization – GAP
User: Head GIT

After the Head GIT is authenticated, the user is directed to the GIT dashboard
homepage – Homepage_GIT.html. From this homepage, the user can select and go
to the following detail level pages – Findetail_GIT.html, Custdetail_GIT.html,
Prodetail_GIT.html and Empdetail_GIT.html. The page layout and content are
described later in Appendix H.
Homepage_GIT.html
Findetail_GI Custdetail_G Prodetail_GIT. Empdetail_GIT

T.html IT.html html .html
Screen organization – GIT
User: Head GBA

After the Head GBA is authenticated, the user is directed to the GBA dashboard
homepage – Homepage_GBA.html. From this homepage, the user can select and go
to the following detail level pages – Findetail_GBA.html, Custdetail_GBA.html,
Prodetail_GBA.html and Empdetail_GBA.html. The page layout and content are
described later in Appendix I.
Homepage_GBA.html
Findetail_GB Custdetail_G Prodetail_GBA Empdetail_GB

A.html BA.html .html A.html
Screen organization – GBA

Hardware Interface
Software Interfaces
As described earlier in the document, currently data is distributed across multiple
databases across different functions in the company. Data in the company is usually
stored in the following forms of databases – Oracle, MS Excel spreadsheets and
occasionally in a word document. The functions involved in the data storage and
would currently be the sources of data are Global IT, Global Finance, GAP, Global
Process, GSD, GBD and GBA. The system has to interact with these ‘local’ databases
to collect data and then analyze and present the same. It is also expected that while
developing this system for version 1, a standardized data collection, presentation
and communication protocol is established the central database for the system and
these local databases. During Versions 2 and 3, a migration strategy also has to be
evolved for moving these local sources of data onto a central database. In cases
where data is currently not being captured, appropriate mechanisms for capturing
and storing data also have to be identified.
Each primary metric defined in Appendix A has levels of supporting metrics. These
supporting metrics represent the drill down and the MIS component. All the
supporting metrics with their definitions are outlined in Appendix A-1. ALL the
metrics and supporting metrics have a data requirement behind them. In most
cases, the data to be pulled out from the database would be the metric itself.
However, in some cases, each metric may have multiple data requirements behind
it. All these data requirements, data sources and functions involved in the local
databases are outlined in detail in Appendix A-2.
Communication Interfaces
Technical Standards and Procedures
Performance Requirements
The entire system and all the user screens should be available 24*7. The user
should be able to access this system from any location. Do we want only VPN
access?
For version 1, the system should be able to support and exhibit expected
performance criteria for 50 simultaneous users accessing the system. For version 3,
this number would go up to 300 simultaneous users.

100% of the homepage should be uploaded on the user’s screen in less than 1 sec.
100% of the first level of drill down should be uploaded on the user’s screen in less
than 1 sec. 98% of the level 2 drill down should be uploaded on the user’s screen in
less than equal to 2 sec from clicking. 95% of level 3 drill down, wherever
applicable, should be uploaded in less than equal to 2 seconds.
Software System Attributes
Other Requirements
The outputs have to be generated once a month. However, these may be required
to be generated on any given day of the month and will require the system to
perform online. In version I, agreed upon level of drill down as outlined earlier will
have to be available at any point in time. One must be able to view the dashboards
through KNET.
Timelines:
• CEO and functional head dashboards should be in production by Jan 2004.
Each of the dashboards should be more than 85% complete.
Project Benefits
Project Dependencies

Acceptance Criteria
GSD and functional heads will be provided previews of the dashboards, drill downs
as well as the GUI. Teams will be notified of formal UAT of their respective
dashboards. Since currently none are being generated, a formal functional testing of
the dashboard contents will be performed as a part of the UAT.
Appendices
Appendix A: Metrics cards for users
This appendix gives the metrics cards for the different users described earlier.
These metrics cards are for version 1 and are hence restricted to the Global
Leadership.
User Metrics to be Metric definition

reported
CEO Annual revenue growth (Revenue current period this FY)/(Revenue for same
period last FY) – 1
Profitability Net profit/Revenue for current period %
Client retention (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 measurement period) %
An active client in a measurement period is defined as

a client we have done some business with in the
twelve months preceding the measurement period.
% Revenue from existing (revenue from existing clients in current measurement
clients period / total revenue in current measurement
period)%
Existing client is defined as client who has been with
us for the last twelve months
Client satisfaction score Client satisfaction score for each client during the
review period

% projects meeting quality (No. of projects meeting the quality goals / Total no. of
goals 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
Organization retention Need to get definition from Ashish
SG&A % SG&A expenses for current measurement period /

Revenue for measurement period
GSD Level GM % (Total revenue – project expenses – SL expenses –
GSD level expenses) for the measurement period /
GSD Utilization % (Total hours billed during measurement period) /
(Total available hours during measurement period)
Available hours per resource are assumed as 1720 hrs /
year
% of projects at CMM L5 No. of Projects fulfilling L5 requirements / Total no.
of projects
engagement) for which Project Plan can be created
% of globally deployable No. of associates that have successfully completed at
leaders least one GLDP at the time of measurement / Total no.
of associates during the measurement period
Learning hours by role Average hours expended in learning for a given role
for the measurement period
No. of certifications by role Average no. of certifications for a given role during
the measurement period
Head – Annual Revenue Revenue for the current FY
GBD
Sales Revenue booked for the measurement period
Backlog for following year Total sales for the current FY – Total revenue for the
current FY
Annuity revenue Need to get the definition
% of new clients New client is defined as a client that we have not done
Should we have No. of new business with in the last 12 months
clients instead of %
% revenue from existing (revenue from existing clients in current measurement
clients period / total revenue in current measurement
period)%
Existing client is defined as client who has been with
us for the last twelve months
Sold margin % Average GM% calculated in pricing sheets during
selling phase for new projects/deals closed during
measurement period
Cost of sales Need to get from finance / GBD

Client retention % (No. of active clients from the previous measurement


Revenue forecasting (Actual revenue – Forecasted revenue)/(Forecasted
accuracy revenue) % (each for the measurement period)
Collections outstanding Accounts receivables at the end of measurement
period in DSO
% clients having monthly (No. of clients that have the account dashboard
account dashboard published during the measurement period / Total no. of
clients for the measurement period) %
review period
Budget variance (Actual GBD expenses – Planned GBD expenses) /
Planned GBD expenses (each for the measurement
period)
Performance against SLAs TBD
for GBD
GSD Utilization % (Total hours billed during measurement period) /
(Total available hours during measurement period)
Available hours per resource are assumed as 1720 hrs /
year
Head – Revenue from productized
GSD services (need a revenue /
BD support metric for
GSD)
Client retention % (No. of active clients from the previous measurement

% revenue from new clients
(need a revenue metric for
GSD)
% clients having monthly (No. of clients that have the account dashboard
account dashboard published during the measurement period / Total no. of
clients for the measurement period) %
review period
% Projects having no No. of projects without a severity 1 or 2 customer
customer complaints of complaint during the measurement period / Total no.
severity 1 & 2 of projects for the measurement period

Distribution of projects in % projects in R : %projects in Y : %projects in G on a
R/Y/G specific review date
% projects meeting their (No. of projects meeting the quality goals / Total no. of
quality goals projects)%
engagement) for which project plan can be created and
% of projects at CMM L5 No. of Projects fulfilling L5 requirements / Total no.
of projects
SLs / IP meeting the % associates belonging to a specific IP / SL that are at
pyramid for functional L1:L2:L3:L4:L5 of functional / technical knowledge
knowledge
Performance against SLA Needs to be defined
with other support group
GSD Level GM % (Total revenue – project expenses – SL expenses –
GSD level expenses) for the measurement period /
Variance in lateral hires by (No. of lateral hires – No. of lateral hires planned) /
industry against plan No. of lateral hires planned (for a specific Industry at
all levels and for a specific review period
% Clients with a functional No. of clients / BUs that have a functional / technical
and technical BoK BoK / Total no. of clients or BUs for a specific
measurement period
Various BUs within for a client can be treated as

separate client
Head – % requirements met (Total no. of approved MIS requirements – Total no. of
Global IT through MIS implemented MIS requirements) / Total no. of
approved MIS requirements during the measurement
period
Schedule variance in Schedule variance for each MIS report during the
publishing MIS reports measurement period
Post delivery defects for Distribution of post production defects by severity for
MIS reports the measurement period
Delivery Support - Timely Schedule variance for IT milestones in project
provision of h/w, s/w for schedules for measurement period
project needs
Delivery Support - Turn (Help desk completion date – Date when ticket was
around times to address opened) for each Help desk request during the
Helpdesk requests measurement period
Delivery Support - Uptime (Total available time – Total time LAN / WAN / GA
of systems, LAN, WAN were down) / Total available time for each of LAN /
WAN / GA during measurement period
SG&A (IT actual expenses – IT planned expenses) / IT
planned expenses for the measurement period
Internal transaction costs Refer to IT steering committee report for per associate
costs
Intergroup SLA's Needs to be defined
Project IT expense variance Average of variance in IT expenses on projects during

the measurement period
(Actual IT expenses – planned IT expenses)/ planned

IT expenses for the project during the measurement
period
Head – Bad debt – write-
Global off/provisions
Finance
DSO
Ageing
Cost of funds
ROCE
ROE
Forecasting accuracy –
Revenues and margins
Timeliness of book closing
and reporting
Costs (budget vs. actual)
for F&A dept
Infrastructure management
SLAs (e.g. Timeliness of

expense reimbursement,
Admin SLAs)
Sold GM%
Tax management efficiency
Facilities management
Rentals
Global Revenue from process Revenue from formal process consulting assignment
Process consulting during the measurement period

Managem
ent
% offerings with adequate (No. of offerings with adequate methodology
methodology definitions definitions in KGM) / Total no. of offerings 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
Library of re-usable Need to define a measure
artifacts
% QLs billable No. of billable QLs / Total no. of QLs during the
measurement period
% of projects in R / Y that Projects in R or Y that also have issues identified by
can be traced to QL status QLs / Total no. of projects
Project is defined as a unit that can have a project plan
Planned PIs to improve Savings from specific PIs during the measurement
PCBs - $ saved from PIs period
% of projects meeting their (No. of projects meeting the quality goals / Total no. of
quality goals (should this be projects)%
a shared metric between A project is a unit (project or a BU for an ongoing
delivery & process) engagement) for which project plan can be created and
SG&A (Actual process group expenses – planned PG
expenses) / planned PG expenses for the measurement
period
Inter-group SLAs Need to be defined
% projects at CMM L5 No. of Projects fulfilling L5 requirements / Total no.
of projects
% Reduction in post (PDD for current measurement period – PDD for prior
delivery defect density measurement period) / PDD for prior measurement
period %
This should be by life-cycle type
% improvement in (Productivity for current measurement period – that
productivity for prior measurement period) / that for prior
measurement period %
This should be by life-cycle type
GAP
GBA

Appendix A-1: Supporting metrics for users
This appendix gives the key supporting metrics where extra definitions are required
for the different users described in Appendix A. ALL the supporting metrics for all
the users come out in a logical flow in the screen content and layouts described in
Appendices B – I.
User Supporting metrics Definition
CEO May get defined later
Head – GSD Revenue by SL Revenue by Project Area SL and by expenditure item

date as defined in Oracle
Revenue by account Revenue by expenditure item date for each account
Project direct costs All costs charged to a client project
SL OH and bench costs All costs charged to a SL non-client project and a

bench project. SL projects are defined by the project
area SL definition.
GSD mgmt costs All costs charged to GSD management project and all
GSD costs not included in Project direct costs and SL
OH and bench costs
GSD GM GSD Revenue – Project direct costs – SL OH and
bench costs – GSD mgmt costs
Total cost (GSD) Project direct costs + SL OH and bench costs + GSD
mgmt costs
SL GM SL revenues – Project direct costs for the SL – SL OH
and bench costs for the SL
Account GM AC revenues – Project direct costs for the AC – AC
OH and bench costs
Avg. client size Total revenues for the 12 months preceding the
measurement month including the measurement month
divided by the total no. of active clients during that
period
Repeat business % % of revenues for current measurement period from
existing clients. Existing client has been defined in
Appendix A
Salary cost Computed std. costs for each project

Travel cost Cost charged as travel to the project
Leverage ratio Offshore billable hours / onsite billable hours charged

to client projects
Billable population (FTE Billable hours charged to client projects /
equivalent) corresponding available hours for the period
Head – IL revenues Revenues by IL tag for client projects, by expenditure

GBD item date
IL costs Costs charged to GBD IL projects
Onsite billing rate Onsite billing rate charged to clients for onsite
resources in USD/hr
Offshore billing rate Offshore billing rate charged to clients for offshore
resources in USD/hr
Blended billing rate Weighted average of onsite and offshore billing rates
weighted with the proportion of resources onsite and
offshore for that project. In USD/hr
CFO Avg. hourly cost per Total cost incurred during the period divided by the
associate average total no. of associates during that period
divided by the corresponding available hours during
that period
Appendix A-2: Data requirements, databases and data

location
This needs to be defined later.

Appendix B: Screen content and Layouts – CEO User
This appendix describes the screen content and layouts for all the screens
mentioned for CEO earlier in the document. For the overall screens organization and
screen flow, please refer the section on Specific Requirements / Needs analysis –
External Interfaces – User Interface earlier in the document.
User: CEO
Screen CEO 1: Homepage_CEO.html
Need to decide what information

Go to detail goes on the homepage dashboard
Hyperlink CEO 1
Hyperlink CEO 2
Hyperlink CEO 3
Hyperlink CEO 4
Go to dashboards
Hyperlink CEO D1 Hyperlink CEO D2 Hyperlink CEO D3 Hyperlink CEO D4
Hyperlink CEO D5 Hyperlink CEO D6 Hyperlink CEO D7
Screen title and heading: Summary dashboard for CEO
Description of hyperlinks
Name of the Title of the link Destination of the

hyperlink link
Hyperlink CEO 1 Financial perspective detail Findetail_CEO.html
Hyperlink CEO 2 Customer perspective detail Custdetail_CEO.html
Hyperlink CEO 3 Internal Process perspective detail Prodetail_CEO.html
Hyperlink CEO 4 Employee and Learning perspective Empdetail_CEO.html

detail
Hyperlink CEO D1 GBD dashboard Homepage_GBD.html
Hyperlink CEO D2 GSD dashboard Homepage_GSD.html

Hyperlink CEO D3 GAD dashboard Homepage_GAD.html
Hyperlink CEO D4 GPR dashboard Homepage_GPR.html
Hyperlink CEO D5 GFA dashboard Homepage_GFA.html
Hyperlink CEO D6 GIT dashboard Homepage_GIT.html
Hyperlink CEO D7 GBA dashboard Homepage_GBA.html
Description of objects
Name of Title of Description of the Parameters of the object

the object the object object
Need to
define
Screen CEO 2: Findetail_CEO.html

25,000 60.00% Volume
50.00% 1,400
20,000
1,200
40.00%
Go to detail
15,000 1,000
Revenue
30.00% 800
GM%
Volume
10,000
600
20.00%
400
Hyperlink CEO 1 5,000

10.00%
200
- 0.00% -
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Hyperlink CEO 2
CEO F1 CEO F2
Hyperlink CEO 3
Hyperlink CEO 4 Volume
1,400
1,200
1,000 GM
42% Project costs
800 48%
Volume
600
400 SL OH costs
GSD mgmt costs 6%
200 4%
-
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CEO F3 CEO F4
Volume
1,400
1,200
1,000
800
Volume
600
400
200
-
CEO F5
Screen title and heading: Financial perspective summary – CEO

hyperlink link

detail

CEO F1 Revenue Column and multiple X-Axis – Months (Jan till current
and line chart representing month in curr FY)

Profitability monthly revenue and
profitability Primary Y-axis – Revenue in ‘000
USD plotted as columns
Secondary Y-axis – This will
have the following parameters
plotted as lines
1. GM%
2. Operating margin%
3. Net profit%
CEO F2 Sales Column chart X-Axis – Months (Jan till current
booking representing monthly month in curr FY)
sales bookings
Primary Y-axis – Sales bookings
in ‘000 USD
CEO F3 Accounts Column chart X-Axis – Months (Jan till current

receivables representing monthly month)
trend account receivables
performance in DSO Primary Y-axis – Overall A/C
receivables in DSO for each
month
CEO F4 Accounts 3D Pie-chart The pie-chart will have the

receivables representing ageing of following parameters:
– ageing account receivables Receivables for the following
categories: <=30 days, 30-60
days, 60-90 days, more than 90
days
CEO F5 Pipeline Need to define Need to define

and
backlog
information

Screen CEO 3: Custdetail_CEO.html
Volume 25,000 60.00%
1,400 50.00%
20,000
1,200
40.00%
15,000
Go to detail
1,000
Revenue
30.00%
800 GM%
Volume 10,000
600 20.00%
400
Hyperlink CEO 1
5,000
10.00%
200
- - 0.00%
Hyperlink CEO 2
CEO C1 CEO C2
Hyperlink CEO 3
Hyperlink CEO 4 25,000 60.00%
50.00%
20,000
40.00%
15,000
Revenue
30.00%
GM%
10,000
20.00%
5,000
10.00%
- 0.00%
CEO C3
Screen title and heading: Customer perspective summary – CEO

hyperlink link

detail

CEO C1 Customer Column chart X-Axis – All client names

satisfaction representing customer
score satisfaction score for Primary Y-axis – Customer
all clients satisfaction scores plotted as
columns
CEO C2 Active Column and line chart X-Axis – Months (Jan till current
clients and representing monthly month in curr FY)

new clients active clients and new
added clients added Primary Y-axis – No. of active
clients plotted as columns
Secondary Y-axis – No. of new

clients added plotted as a line
CEO C3 Client Column and line chart X-Axis – Months (Jan till current
retention representing monthly month in curr FY)
and repeat client retention and
business repeat business rates Primary Y-axis – Client retention
rate plotted as columns
Secondary Y-axis – Repeat

business rate plotted as a line
Screen CEO 4: Prodetail_CEO.html
25,000 60.00% 25,000 60.00%
50.00% 50.00%
20,000 20,000
40.00% 40.00%
15,000 15,000
Go to detail
Revenue Revenue
30.00% 30.00%
GM% GM%
10,000 10,000
20.00% 20.00%
Hyperlink CEO 1
5,000 5,000
10.00% 10.00%
- 0.00% - 0.00%
Hyperlink CEO 2
CEO IP1 CEO IP2
Hyperlink CEO 3
Hyperlink CEO 4 Volume Volume
1,400 1,400
1,200 1,200
1,000 1,000
800 800
Volume Volume
600 600
400 400
200 200
- -
CEO IP3 CEO IP4
Screen title and heading: Internal process perspective summary – CEO

hyperlink link


detail

CEO IP1 Billing rates Column and line chart X-Axis – Months (Jan till current
representing monthly month in curr FY)
billing rates
Primary Y-axis – Average
offshore billing rates in USD/hr
plotted as columns
Secondary Y-axis – Average

onsite billing rates in USD/hr
plotted as a line
CEO IP2 Utilization Column and line chart X-Axis – Months (Jan till current
and representing monthly month in curr FY)
leverage utilization and
ratio leverage ratio in GSD Primary Y-axis – Overall GSD
utilization plotted as columns
Secondary Y-axis – Overall

leverage ratio in GSD plotted as
a line
CEO IP3 Average Column chart X-Axis – Months (Jan till current
cost per representing monthly month in curr FY)
associate average cost per
associate Primary Y-axis – Average cost
per associate per hour plotted
as columns
CEO IP4 Projects at Column chart X-Axis – Months (Jan till current
CMM level representing monthly month in current FY)
5 no. of projects at CMM
L5 Primary Y-axis – Percentage of
projects at CMM L5 plotted as
columns

Screen CEO 5: Empdetail_CEO.html
25,000 60.00% 25,000 60.00%
50.00% 50.00%
20,000 20,000
40.00% 40.00%
15,000 15,000
Go to detail
Revenue Revenue
30.00% 30.00%
GM% GM%
10,000 10,000
20.00% 20.00%
Hyperlink CEO 1
5,000 5,000
10.00% 10.00%
- 0.00% - 0.00%
Hyperlink CEO 2
CEO OL1 CEO OL2
Hyperlink CEO 3
Hyperlink CEO 4
Screen title and heading: Organizational learning perspective summary – CEO

hyperlink link

detail

CEO OL1 No. of Column and line chart X-Axis – Months (Jan till current
associates representing monthly month in curr FY)
and no. of associates and
retention retention rates Primary Y-axis – No. of
rates associates plotted as columns
Secondary Y-axis – Monthly

employee retention rate plotted
as a line

CEO OL2 Need to

define

Appendix C: Screen content and Layouts – GSD User
mentioned for GSD earlier in the document. For the overall screens organization and
User: Head GSD
Screen GSD 1: Homepage_GSD.html
25,000 60.00% 25,000 60.00%
50.00% 50.00%
20,000 20,000
40.00% 40.00%
Go to detail
15,000 15,000
Revenue Revenue
30.00% 30.00%
GM% GM%
10,000 10,000
20.00% 20.00%
Hyperlink GSD 1 5,000

10.00%
5,000
10.00%
- 0.00% - 0.00%
Hyperlink GSD 2
GSD O1 GSD O2
Hyperlink GSD 3
Hyperlink GSD 4 25,000 60.00%
50.00%
20,000
40.00% GM
15,000 42% Project costs
Revenue 48%
30.00%
GM%
10,000
20.00%
SL OH costs
GSD mgmt costs 6%
5,000
10.00% 4%
- 0.00%
GSD O3 GSD O4
Screen title and heading: Summary dashboard for GSD

hyperlink link
Hyperlink GSD 1 Financial perspective detail Findetail_GSD.html
Hyperlink GSD 2 Customer perspective detail Custdetail_GSD.html
Hyperlink GSD 3 Internal Process perspective detail Prodetail_GSD.html
Hyperlink GSD 4 Employee and Learning perspective Empdetail_GSD.html

detail

GSD O1 Revenue Column and line chart X-Axis – Months (Jan till current
and GM representing monthly month in curr FY)
revenue and GM for
GSD Primary Y-axis – Revenue in ‘000
Secondary Y-axis – GM in %
plotted as a line
GSD O2 Employee Column and line chart X-Axis – Months (Jan till current
HC and representing monthly month in curr FY)
utilization employee HC and
utilization for GSD Primary Y-axis – Employee HC
plotted as columns
Secondary Y-axis – Utilization in

% plotted as a line
GSD O3 Client Column chart X-Axis – Customer names

satisfaction representing account-
wise client satisfaction Primary Y-axis – Client
score satisfaction score on a scale of
10
GSD O4 Project 3D Pie-chart Colors Red, Yellow and Green

status representing GSD represent percentage of
(RYG) project status in red, projects in red, yellow and
yellow and green green
Screen GSD 2: Findetail_GSD.html

25,000 60.00% 25,000 60.00%
50.00% 50.00%
20,000 20,000
40.00% 40.00%
15,000 15,000
Revenue Revenue
Go to detail
30.00%
30.00% GM%
GM%
10,000
10,000
20.00%
20.00%
5,000
5,000 10.00%
10.00%
Hyperlink GSD 1
- 0.00%
- 0.00%
Hyperlink GSD 2 GSD F1 GSD F2
Hyperlink GSD 3
This month’s performance
Hyperlink GSD 4 25,000 60.00%
50.00%
20,000
40.00%
15,000 GM
42% Project costs
Revenue
30.00% 48%
GM%
10,000
20.00%
SL OH costs
5,000 GSD mgmt costs 6%
10.00%
4%
- 0.00%
GSD F3 GSD F4
Hyperlink F1 Hyperlink F2
GSD F5
Screen title and heading: Financial perspective summary for GSD

hyperlink link
Hyperlink GSD Financial perspective detail Findetail_GSD.html

1
Hyperlink GSD Customer perspective detail Custdetail_GSD.html

2
Hyperlink GSD Internal Process perspective detail Prodetail_GSD.html

3
Hyperlink GSD Employee and Learning perspective Empdetail_GSD.html

4 detail
Hyperlink F1 Click here for SL detail for current month Findetail_SL_GSD.html
Hyperlink F2 Click here for AC detail for current month Findetail_AC_GSD.html

GSD F1 Revenue Column and line chart X-Axis – Months (Jan till current
and GM representing monthly month in curr FY)
revenue and GM for
GSD Primary Y-axis – Revenue in ‘000
plotted as a line
GSD F2 How the Stacked column chart X-Axis – Months (Jan till current
costs eat representing monthly month in curr FY)
into project direct costs, SL
revenues OH and bench costs, Primary Y-axis – The following
GSD management four parameters plotted as a
costs and gross stacked column chart, all in
margin for GSD ‘000 USD
1. Lowest stack: Project direct
costs
2. Next higher stack: SL OH
and bench costs
3. Next higher stack: GSD
mgmt costs
4. Highest stack: GSD gross
margin
GSD F3 Current Column chart X-Axis – The following

month representing current parameters: Revenue, Project
financials month financials direct costs, SL OH and bench
costs, GSD mgmt costs, GSD
gross margin
Primary Y-axis – Values in ‘000

USD
GSD F4 Percentage 3D Pie-chart Pie chart plotting the following

break of representing parameters: Project costs, SL

financials percentage break of OH and bench costs, GSD mgmt
financials costs and GM all a percentage
of revenue
GSD F5 Variance Table of variance The table has the following

analysis analysis parameters:
Column 1: Months (all months
till current month in current FY)
Column 2: Following parameters
for each month: Revenue, Total
cost, GM, GM%
Column 3: Budget nos. for each
parameter in Col 2
Column 4: Actual nos. for each
parameter in Col 2
Column 5: Variance nos. w.r.t.
budget for each parameter in
Col 2
Column 6: Forecast nos. for
each parameter in Col 2
parameter in Col 2
forecast for each parameter in
Col 2
Screen GSD 3: Findetail_SL_GSD.html

25,000 60.00% 25,000 60.00%
50.00% 50.00%
20,000 20,000
40.00% 40.00%
15,000 15,000
Revenue Revenue
Go to detail
30.00%
30.00% GM%
GM%
10,000
10,000
20.00%
20.00%
5,000
5,000 10.00%
10.00%
Hyperlink GSD 1
- 0.00%
- 0.00%
Hyperlink GSD 2 GSD F_SL1 GSD F_SL2
Hyperlink GSD 3
Hyperlink GSD 4 Hyperlink F_SL1
GSD F_SL3
Screen title and heading: Service line detail – Financial perspective

hyperlink link

1

2

3

4 detail
Hyperlink Click here for historical SL detail Fin_SL_hist_GSD.html

F_SL1

GSD F_SL1 Revenue Column and line chart X-Axis – All the current SL
and GM for representing current
each SL month revenue and Primary Y-axis – Revenue in ‘000
GM for each SL USD plotted as columns
plotted as a line
GSD F_SL2 How the Stacked column X-Axis – All the current SL
costs eat representing current
into month project direct Primary Y-axis – The following
revenues costs, SL OH and four parameters plotted as a
for each SL bench costs and SL stacked column chart, all in
gross margin for each ‘000 USD
SL 1. Lowest stack: Project direct
costs
and bench costs
3. Highest stack: SL gross
margin
GSD F_SL3 Variance Table of variance The table has the following
analysis for analysis parameters:
current Column 1: SL name for all SL
month Column 2: Following parameters
for each SL: Revenue, Total cost,
GM, GM%
parameter in Col 2
parameter in Col 2
Col 2
parameter in Col 2
Col 2

Screen GSD 4: Findetail_AC_GSD.html
25,000 60.00% 25,000 60.00%
50.00% 50.00%
20,000 20,000
40.00% 40.00%
15,000 15,000
Revenue Revenue
Go to detail
30.00%
30.00% GM%
GM%
10,000
10,000
20.00%
20.00%
5,000
5,000 10.00%
10.00%
Hyperlink GSD 1
- 0.00%
- 0.00%
Hyperlink GSD 2 GSD F_AC1 GSD F_AC2
Hyperlink GSD 3
Hyperlink GSD 4 Hyperlink F_AC1
Screen title and heading: Account-wise detail – Financial perspective

hyperlink link

1

2

3

4 detail
Hyperlink Click here for historical SL detail Fin_AC_hist_GSD.html

F_AC1


GSD F_AC1 Revenue Column and line chart X-Axis – All the current AC
each AC month revenue and Primary Y-axis – Revenue in ‘000
GM for each AC USD plotted as columns
plotted as a line
GSD F_SL2 How the Stacked column chart X-Axis – All the current SL
revenues costs, and gross four parameters plotted as a
for each AC margin for each stacked column chart, all in
account ‘000 USD
costs
2. Highest stack: AC gross
margin

Screen GSD 5: Findetail_SL_hist_GSD.html
Service line Metric Jan Feb Mar Q1 - Qtd Apr May Jun Q2 - QTD
Business Intelligence Revenue 528,038 397,386 455,525 1,380,948 455,896 455,896
Pr. direct expenses 9,239 4,012 762 14,014 3,745 3,745
Pr. std. costs 203,824 179,641 183,681 567,146 217,981 217,981
Total Pr. direct expenses 213,063 183,653 184,444 581,160 221,726 - - 221,726
Pr. gross margin 314,974 213,734 271,081 799,789 234,169 - - 234,169
Go to detail
Pr. gross margin % 60% 54% 60% 58% 51% 0% 0% 51%
SL Leadership labor and expenses 42,353 38,062 39,417 119,831 38,219 38,219
Bench cost 18,093 13,206 20,459 51,759 14,609 14,609
SL gross margin 254,528 162,466 211,205 628,199 181,341 - - 181,341
SL gross margin % 48.2% 40.9% 46.4% 45.5% 39.8% 39.8%
Hyperlink GSD 1 Utilization

Revenue growth MoM/QoQ -24.74% 14.63% 0.08%
Margin growth MoM/QoQ -56.58% -81.00% 391.31%
Credit Services - V+ Revenue 1,346,512 997,408 2,592,340 4,936,260 1,897,917 1,897,917
Pr. direct expenses 20,185 17,080 49,744 87,009 12,727 12,727
Hyperlink GSD 2 Pr. std. costs
Total Pr. direct expenses
496,111
516,296
479,983
497,063
578,430
628,174
1,554,523
1,641,532
670,494
683,221 - -
670,494
683,221
Pr. gross margin 830,216 500,345 1,964,166 3,294,727 1,214,696 - - 1,214,696
Pr. gross margin % 62% 50% 76% 67% 64% 0% 0% 64%
Hyperlink GSD 3
Bench cost 61,101 59,587 65,396 186,084 48,146 48,146
SL gross margin 727,749 413,982 1,865,344 3,007,074 1,127,468 - - 1,127,468
SL gross margin % 54.0% 41.5% 72.0% 60.9% 59.4% 59.4%
Utilization
Hyperlink GSD 4 Distributed

Revenue growth MoM/QoQ
Margin growth MoM/QoQ
Revenue 1,823,480
-25.93%
-15.38%
2,275,600
159.91%
191.24%
2,547,139 6,646,220
-26.79%
-74.42%
2,490,159 2,490,159
Pr. std. costs 1,100,382 1,056,237 1,176,262 3,332,881 1,210,361 1,210,361
Total Pr. direct expenses 1,225,419 1,136,001 1,216,834 3,578,254 1,283,396 - - 1,283,396
Pr. gross margin 598,062 1,139,599 1,330,305 3,067,966 1,206,762 - - 1,206,762
Pr. gross margin % 33% 50% 52% 46% 48% 0% 0% 48%
Bench cost 95,747 68,207 78,138 242,092 65,666 65,666
SL gross margin 399,886 981,690 1,188,746 2,570,322 972,236 - - 972,236
SL gross margin % 21.9% 43.1% 46.7% 38.7% 39.0% 39.0%
Utilization
Revenue growth MoM/QoQ 24.79% 11.93% -2.24%
M/M Revenue 1,337,333 1,260,305 2,080,154 4,677,792 1,662,638 1,662,638
Pr. std. costs 525,964 514,480 572,365 1,612,809 636,866 636,866
Total Pr. direct expenses 547,897 550,838 585,157 1,683,892 659,749 - - 659,749
Pr. gross margin 789,436 709,467 1,494,996 2,993,899 1,002,888 - - 1,002,888
Pr. gross margin % 59% 56% 72% 64% 60% 0% 0% 60%
Bench cost 36,053 26,470 31,977 94,499 16,640 16,640
SL gross margin 707,455 647,463 1,424,797 2,779,715 967,408 - - 967,408
SL gross margin % 52.9% 51.4% 68.5% 59.4% 58.2% 58.2%
Utilization
Revenue growth MoM/QoQ -5.76% 65.05% -20.07%
Margin growth MoM/QoQ 65.77% -64.82% 78.89%
Project Management Revenue - 6,004 6,004
Pr. direct expenses - - -
Pr. std. costs - 9,682 9,682
Total Pr. direct expenses - - - - 9,682 - - 9,682
Pr. gross margin - - - - (3,678) - - (3,678)
Pr. gross margin % 0% 0% 0% 0% -61% 0% 0% -61%
Bench cost - - -
SL gross margin (11,020) (16,340) (12,273) (39,633) (24,026) - - (24,026)
SL gross margin % #DIV/0! #DIV/0! #DIV/0! #DIV/0! -400.2% -400.2%
Utilization
Revenue growth MoM/QoQ 0.00% 0.00% 0.00%
Margin growth MoM/QoQ 0.00% 0.00% 0.00%
Testing Revenue 136,293 115,587 125,867 377,747 155,181 155,181
Pr. direct expenses 5,591 176 5,768 630 630
Pr. std. costs 39,615 32,859 39,831 112,306 45,624 45,624
Pr. gross margin 91,087 82,551 86,036 259,673 108,927 - - 108,927
Pr. gross margin % 67% 71% 68% 69% 70% 0% 0% 70%
Bench cost 716 1,004 495 2,214 294 294
SL gross margin 77,927 51,763 61,069 190,760 80,096 - - 80,096
GSD F_SL_H1
Screen title and heading: Service line historical detail – Financial perspective

hyperlink link

1

2


3

4 detail

GSD F_SL_H1 SL Table representing Column 1: SL (All SL)

historical historical financial
Column 2: The following
financial detail for each SL
parameters for each SL
detail
1. SL Revenue
2. SL Project direct costs
3. SL Project GM
4. SL Project GM%
5. SL OH and bench costs
6. SL GM
7. SL GM%
Column 3 onwards: All months

till current month in the current
FY

Screen GSD 6: Findetail_AC_hist_GSD.html
Pr. std. costs 203,824 179,641 183,681 567,146 217,981 217,981
Pr. gross margin 314,974 213,734 271,081 799,789 234,169 - - 234,169
Go to detail
Pr. gross margin % 60% 54% 60% 58% 51% 0% 0% 51%
Bench cost 18,093 13,206 20,459 51,759 14,609 14,609
SL gross margin 254,528 162,466 211,205 628,199 181,341 - - 181,341
SL gross margin % 48.2% 40.9% 46.4% 45.5% 39.8% 39.8%

496,111
516,296
479,983
497,063
578,430
628,174
1,554,523
1,641,532
670,494
683,221 - -
670,494
683,221
Pr. gross margin 830,216 500,345 1,964,166 3,294,727 1,214,696 - - 1,214,696
Pr. gross margin % 62% 50% 76% 67% 64% 0% 0% 64%
Hyperlink GSD 3
Bench cost 61,101 59,587 65,396 186,084 48,146 48,146
SL gross margin 727,749 413,982 1,865,344 3,007,074 1,127,468 - - 1,127,468
SL gross margin % 54.0% 41.5% 72.0% 60.9% 59.4% 59.4%
Utilization

Revenue 1,823,480
-25.93%
-15.38%
2,275,600
159.91%
191.24%
2,547,139 6,646,220
-26.79%
-74.42%
2,490,159 2,490,159
Pr. std. costs 1,100,382 1,056,237 1,176,262 3,332,881 1,210,361 1,210,361
Pr. gross margin 598,062 1,139,599 1,330,305 3,067,966 1,206,762 - - 1,206,762
Pr. gross margin % 33% 50% 52% 46% 48% 0% 0% 48%
Bench cost 95,747 68,207 78,138 242,092 65,666 65,666
SL gross margin 399,886 981,690 1,188,746 2,570,322 972,236 - - 972,236
SL gross margin % 21.9% 43.1% 46.7% 38.7% 39.0% 39.0%
Utilization
M/M Revenue 1,337,333 1,260,305 2,080,154 4,677,792 1,662,638 1,662,638
Pr. std. costs 525,964 514,480 572,365 1,612,809 636,866 636,866
Pr. gross margin 789,436 709,467 1,494,996 2,993,899 1,002,888 - - 1,002,888
Pr. gross margin % 59% 56% 72% 64% 60% 0% 0% 60%
Bench cost 36,053 26,470 31,977 94,499 16,640 16,640
SL gross margin 707,455 647,463 1,424,797 2,779,715 967,408 - - 967,408
SL gross margin % 52.9% 51.4% 68.5% 59.4% 58.2% 58.2%
Utilization
Pr. std. costs - 9,682 9,682
Pr. gross margin - - - - (3,678) - - (3,678)
Pr. gross margin % 0% 0% 0% 0% -61% 0% 0% -61%
Bench cost - - -
SL gross margin (11,020) (16,340) (12,273) (39,633) (24,026) - - (24,026)
Utilization
Testing Revenue 136,293 115,587 125,867 377,747 155,181 155,181
Pr. std. costs 39,615 32,859 39,831 112,306 45,624 45,624
Pr. gross margin 91,087 82,551 86,036 259,673 108,927 - - 108,927
Pr. gross margin % 67% 71% 68% 69% 70% 0% 0% 70%
Bench cost 716 1,004 495 2,214 294 294
SL gross margin 77,927 51,763 61,069 190,760 80,096 - - 80,096
GSD F_AC_H1
Screen title and heading: Account-wise historical detail – Financial perspective

hyperlink link

1

2

3

4 detail

GSD F_AC_H1 AC Table representing Column 1: AC (All AC)

financial detail for each
parameters for each AC
detail customer
1. AC Revenue
2. AC Project direct costs
3. AC Project GM
4. AC Project GM%
5. AC OH and bench costs
6. AC GM
7. AC GM%

FY
Screen GSD 7: Custdetail_GSD.html
25,000 60.00% 25,000 60.00%
Go to detail 20,000
50.00%
40.00%
20,000
15,000
50.00%
40.00%
15,000
Revenue Revenue
Hyperlink GSD 1
30.00%
30.00% GM%
GM%
10,000
10,000
20.00%
20.00%
5,000
5,000 10.00%
10.00%
Hyperlink GSD 2 - 0.00%

- 0.00%
Hyperlink GSD 3 GSD C1 GSD C2
Hyperlink GSD 4
Screen title and heading: Customer Perspective summary for GSD

hyperlink link

1

2

3

4 detail

GSD C1 No. of Column and line chart X-Axis – All the months till
active representing monthly current month in current FY
clients and no. of active clients
avg. client and avg. client size Primary Y-axis – No. of active
size clients plotted as columns
Secondary Y-axis – Avg. client

size in ‘000 USD, plotted as a
line
GSD C2 Client Column and line chart X-Axis – All the months till
retention representing monthly current month in current FY

line

Screen GSD 8: Prodetail_GSD.html
Go to detail Internal
Hyperlink GSD 1 Process
Hyperlink GSD 2
Perspective
Hyperlink GSD 3
Hyperlink GSD 4
Hyperlink IP 1 Hyperlink IP 2 Hyperlink IP 3 Hyperlink IP 4
Click on boxes to see

detail
Screen title and heading: Internal process perspective for GSD
Name of the Title of the link Destination of the Action on

hyperlink link mouse-over
Hyperlink GSD Financial perspective detail Findetail_GSD.html None

1
Hyperlink GSD Customer perspective Custdetail_GSD.html None

2 detail
Hyperlink GSD Internal Process Prodetail_GSD.html None

3 perspective detail
Hyperlink GSD Employee and Learning Empdetail_GSD.html None

4 perspective detail
Hyperlink IP 1 Volume and costs Pro_Vol_GSD.html Display text

box with
content
“Billed Hours
and Costs
break-up in
cost
categories”
Hyperlink IP 2 Efficiency Pro_Eff_GSD.html Display text

box with
content
“Utilization,
leverage ratio,
pyramid
structure,
billable
population as
% of total”
Hyperlink IP 3 Staffing Efficiency Pro_Stff_GSD.html Display text

box with
content
“Resource
requisitions
open,
resource
requisitions
raised, HC
projections”
Hyperlink IP 4 Quality metrics Pro_Qly_GSD.html Display text

box with
content “%
Projects at
CMM level 5,
Defect
density”

Screen GSD 9: Pro_Vol_GSD.html
25,000 60.00% 25,000 60.00%
50.00% 50.00%
20,000 20,000
40.00% 40.00%
15,000 15,000
Revenue Revenue
Go to detail
30.00%
30.00% GM%
GM%
10,000
10,000
20.00%
20.00%
5,000
5,000 10.00%
10.00%
Hyperlink GSD 1
- 0.00%
- 0.00%
Hyperlink GSD 2 GSD IPV1 GSD IPV2

Hyperlink GSD 3
Hyperlink GSD 4 This month’s performance
GM
42% Project costs
48%
SL OH costs
GSD mgmt costs 6%
4%
GSD IPV3
Hyperlink IPV 1
GSD IPV4
Screen title and heading: Costs and Volume – Internal Process perspective summary
for GSD

hyperlink link

1

2

3

4 detail
Hyperlink IPV1 Click here for SL detail Pro_Vol_SL_GSD.html

GSD IPV1 Cost break- Stacked column chart X-Axis – All the months till
up by representing monthly current month in current FY
category costs break-up into
Primary Y-axis – Stacked
salary, travel and
columns with the following
other costs for GSD
parameters (all in ‘000 USD)
1. Lowest stack – Salary costs
for GSD
2. Next higher stack – Travel
costs for GSD
3. Highest stack – Other costs
for GSD
GSD IPV2 FTE Column chart X-Axis – All the months till
equivalent representing monthly current month in current FY
billed billable hours in FTE
volume equivalent for GSD Y-axis – Total billable hours in
GSD in FTE equivalent
GSD IPV3 Cost break- Pie-chart representing The 3 parameters for the pie-
up by percentage break-up chart are: Salary cost for GSD,
category of costs into Travel cost for GSD and other
for current categories for current costs for GSD al in percentage
month month break
GSD IPV4 Variance Table of monthly The table has the following
analysis variance analysis on parameters:
costs for GSD Column 1: Months – All months

till the current month for current
FY
Column 2: Headings for the
following parameters for each
month – Salary costs, Travel
costs, other costs, Total GSD
costs
Column 3: Budget nos. for
parameters in Col 2
Column 4: Actual nos. for
parameters in Col 2
Column 5: Variance against
budget for parameters in Col 2
parameters in Col 2
parameters in Col 2
forecast for parameters in Col 2
Screen GSD 10: Pro_Vol_SL_GSD.html
25,000 60.00% 25,000 60.00%
50.00% 50.00%
20,000 20,000
40.00% 40.00%
15,000 15,000
Revenue Revenue
30.00%
30.00% GM%
GM%
10,000
10,000
20.00%
20.00%
5,000
5,000 10.00%
Go to detail
10.00%
- 0.00%
- 0.00%
Hyperlink GSD 1 GSD IPV_SL1 GSD IPV_SL2

Hyperlink GSD 2
Hyperlink GSD 3 Hyperlink IPV_SL1
Hyperlink GSD 4
GSD IPV_SL3
Screen title and heading: Costs and Volume – Current month SL detail for GSD

hyperlink link

detail
Hyperlink Click here for historical SL detail Pro_Vol_SL_hist_GSD.ht

IPV_SL1 ml

GSD Current Stacked column chart X-Axis – All the SL

IPV_SL1 month cost representing current
Primary Y-axis – Stacked
break-up by month costs break-up
columns with the following
category into salary, travel and
parameters (all in ‘000 USD) for
for each SL other costs for each
each SL
SL in GSD
1. Lowest stack – Salary costs
for SL
2. Next higher stack – Travel
costs for SL
3. Highest stack – Other costs
for SL
GSD FTE Column chart X-Axis – All the SL
IPV_SL2 equivalent representing current
billed month billable hours Y-axis – Total billable hours for
volume for in FTE equivalent for each SL in GSD in FTE
each SL each SL in GSD equivalent
GSD Current Table of current month The table has the following
IPV_SL3 month variance analysis on parameters:
variance costs for each SL in Column 1: SL name – All SL in
analysis GSD GSD
Column 2: Headings for the
following parameters for each
month – Salary costs, Travel
costs, other costs, Total SL costs

Column 3: Budget nos. for
parameters in Col 2
parameters in Col 2
budget for parameters in Col 2
parameters in Col 2
parameters in Col 2
forecast for parameters in Col 2

Screen GSD 11: Pro_Vol_SL_hist_GSD.html
Pr. std. costs 203,824 179,641 183,681 567,146 217,981 217,981
Pr. gross margin 314,974 213,734 271,081 799,789 234,169 - - 234,169
Go to detail
Pr. gross margin % 60% 54% 60% 58% 51% 0% 0% 51%
Bench cost 18,093 13,206 20,459 51,759 14,609 14,609
SL gross margin 254,528 162,466 211,205 628,199 181,341 - - 181,341
SL gross margin % 48.2% 40.9% 46.4% 45.5% 39.8% 39.8%

496,111
516,296
479,983
497,063
578,430
628,174
1,554,523
1,641,532
670,494
683,221 - -
670,494
683,221
Pr. gross margin 830,216 500,345 1,964,166 3,294,727 1,214,696 - - 1,214,696
Pr. gross margin % 62% 50% 76% 67% 64% 0% 0% 64%
Hyperlink GSD 3
Bench cost 61,101 59,587 65,396 186,084 48,146 48,146
SL gross margin 727,749 413,982 1,865,344 3,007,074 1,127,468 - - 1,127,468
SL gross margin % 54.0% 41.5% 72.0% 60.9% 59.4% 59.4%
Utilization

Revenue 1,823,480
-25.93%
-15.38%
2,275,600
159.91%
191.24%
2,547,139 6,646,220
-26.79%
-74.42%
2,490,159 2,490,159
Pr. std. costs 1,100,382 1,056,237 1,176,262 3,332,881 1,210,361 1,210,361
Pr. gross margin 598,062 1,139,599 1,330,305 3,067,966 1,206,762 - - 1,206,762
Pr. gross margin % 33% 50% 52% 46% 48% 0% 0% 48%
Bench cost 95,747 68,207 78,138 242,092 65,666 65,666
SL gross margin 399,886 981,690 1,188,746 2,570,322 972,236 - - 972,236
SL gross margin % 21.9% 43.1% 46.7% 38.7% 39.0% 39.0%
Utilization
M/M Revenue 1,337,333 1,260,305 2,080,154 4,677,792 1,662,638 1,662,638
Pr. std. costs 525,964 514,480 572,365 1,612,809 636,866 636,866
Pr. gross margin 789,436 709,467 1,494,996 2,993,899 1,002,888 - - 1,002,888
Pr. gross margin % 59% 56% 72% 64% 60% 0% 0% 60%
Bench cost 36,053 26,470 31,977 94,499 16,640 16,640
SL gross margin 707,455 647,463 1,424,797 2,779,715 967,408 - - 967,408
SL gross margin % 52.9% 51.4% 68.5% 59.4% 58.2% 58.2%
Utilization
Pr. std. costs - 9,682 9,682
Pr. gross margin - - - - (3,678) - - (3,678)
Pr. gross margin % 0% 0% 0% 0% -61% 0% 0% -61%
Bench cost - - -
SL gross margin (11,020) (16,340) (12,273) (39,633) (24,026) - - (24,026)
Utilization
Testing Revenue 136,293 115,587 125,867 377,747 155,181 155,181
Pr. std. costs 39,615 32,859 39,831 112,306 45,624 45,624
Pr. gross margin 91,087 82,551 86,036 259,673 108,927 - - 108,927
Pr. gross margin % 67% 71% 68% 69% 70% 0% 0% 70%
Bench cost 716 1,004 495 2,214 294 294
SL gross margin 77,927 51,763 61,069 190,760 80,096 - - 80,096
GSD IPV_SL_H1
Screen title and heading: SL-wise historical costs break-up – GSD

hyperlink link

1

2

3

4 detail

GSD SL Table representing Column 1: SL (All AC)

IPV_SL_H1 historical historical costs
costs detail break-up detail for
each SL
1. SL Salary costs
2. SL Travel costs
3. SL Other costs
4. SL Total costs

FY
Screen GSD 12: Pro_Eff_GSD.html

25,000 60.00% Volume
1,400
50.00%
20,000
1,200
40.00%
15,000 1,000
Revenue
30.00% 800
GM% Volume
10,000 600
20.00%
400
5,000
Go to detail
10.00% 200
-
- 0.00%
Hyperlink GSD 1 GSD IPE 1 GSD IPE 2

Hyperlink GSD 2
Hyperlink GSD 3
Volume
1,200
1,000
800
Volume
600
400
200
-
GSD IPE 3
Hyperlink IPE 1
Screen title and heading: Efficiency summary for GSD – Internal Process Perspective

hyperlink link

detail
Hyperlink IPE 1 Click here for SL detail Pro_Eff_SL_GSD.html

GSD IPE1 Utilization Column and line chart X-Axis – All the months till
and billable representing monthly current in current FY
population utilization and billable
Primary Y-axis – Columns
% population ratio for
GSD representing utilization %

Secondary Y-axis – Line chart
representing billable population
as percentage of total
population in GSD
GSD IPE2 Leverage Column chart X-Axis – All the months till
ratio in representing monthly current month in current FY
GSD leverage ratio in GSD
Y-axis – Leverage ratio in GSD
plotted as columns
GSD IPE3 Current Column chart X-Axis – All current designations

pyramid representing current in GSD, e.g. Associate, Cons, Sr.
structure in pyramid structure in Cons, etc
GSD GSD
Y-Axis – No. of associates in
each designation plotted as
columns
Screen GSD 13: Pro_Eff_SL_GSD.html

25,000 60.00% Volume
1,400
50.00%
20,000
1,200
40.00%
15,000 1,000
Revenue
30.00% 800
GM% Volume
10,000 600
20.00%
400
5,000
Go to detail
10.00% 200
-
- 0.00%
Hyperlink GSD 1 GSD IPE_SL 1 GSD IPE_SL 2

Hyperlink GSD 2
Hyperlink GSD 3
Volume Volume
1,200
1,400
1,200
1,000 1,000
800 800
Volume Volume
600 600
400 400
200 200
- -
GSD IPE_SL 3 GSD IPE_SL 4
Volume Volume
1,400 1,400
1,200 1,200
1,000 1,000
800 800
Volume Volume
600 600
400 400
200 200
- -
Volume Volume
1,400 1,400
1,200 1,200
1,000 1,000
800 800
Volume Volume
600 600
400 400
200 200
- -
Screen title and heading: SL detail – Efficiency – GSD Internal Process Perspective

hyperlink link

detail


GSD Utilization Column and line chart X-Axis – All the SL

IPE_SL1 and billable representing current
population month utilization and
representing utilization %
% for each billable population
SL ratio for each SL in Secondary Y-axis – Line chart
GSD representing billable population
as percentage of total
population for each SL in GSD
GSD Leverage Column chart X-Axis – All the months till
IPE_SL2 ratio in representing current current month in current FY
GSD month leverage ratio
for each SL in GSD Y-axis – Leverage ratio for each
SL in GSD plotted as columns
GSD Current Column charts X-Axis – All current designations

IPE_SL3 – pyramid representing current in GSD, e.g. Associate, Cons, Sr.
GSD structure pyramid structure for Cons, etc
IPE_SL8 for SL all SL in GSD
Y-Axis – No. of associates in
each designation for each SL
plotted as columns
Screen GSD 14: Pro_Stff_GSD.html
25
Go to detail 20
Hyperlink GSD 1
15
No. of resorcereq. raised
No. of requisitions open
10
Hyperlink GSD 2 5
-
Hyperlink GSD 3
GSD IPS 1
Hyperlink GSD 4
Screen title and heading: Staffing Efficiency GSD Summary – Internal Process
Perspective

hyperlink link

detail

GSD IPS1 Resource Double column chart X-Axis – All the months till
requisitions representing the current month in current FY
raised and raised resource
Y-axis – Double columns
open requisitions and open
representing the following:
resource resource requisition
1. Raised resource requisitions
requisitions for each month
2. Open resource requisitions
Screen GSD 15: Pro_Stff_GSD.html
Go to detail
Need to think about this one
Hyperlink GSD 1
Hyperlink GSD 2
Hyperlink GSD 3
Hyperlink GSD 4
Screen title and heading: Quality metrics GSD Summary – Internal Process
Perspective

hyperlink link

detail

Need to
think
Screen GSD 16: Empdetail_GSD.html
25,000 60.00% Volume
1,400
50.00%
20,000
1,200
40.00%
15,000 1,000
Revenue
30.00% 800
GM% Volume
10,000 600
Go to detail
20.00%
400
5,000
10.00% 200
-
- 0.00%
Hyperlink GSD 1
GSD OL 1 GSD OL 2
Hyperlink GSD 2
Hyperlink GSD 3
Hyperlink OL 1
Hyperlink GSD 4
Screen title and heading: Organizational Learning perspective summary for GSD

hyperlink link


detail
Hyperlink OL 1 Click here for SL detail Empdetail_SL_GSD.htm

l

GSD OL1 No. of Column and line chart X-Axis – All the months till
associates representing monthly current in current FY
and associate nos. and
retention retention rates for
representing no. of associates in
rate GSD
GSD
Secondary Y-axis – Line chart
representing retention rate for
GSD
GSD OL2 No. of Column chart X-Axis – All the months till
associates representing monthly current month in current FY
on the bench nos. in GSD
bench Y-axis – No. of associates on the
bench in GSD plotted as
columns
Screen GSD 17: Empdetail_SL_GSD.html

25,000 60.00% Volume
1,400
50.00%
20,000
1,200
40.00%
15,000 1,000
Revenue
30.00% 800
GM% Volume
10,000 600
Go to detail
20.00%
400
5,000
10.00% 200
-
- 0.00%
Hyperlink GSD 1
GSD OL_SL 1 GSD OL_SL 2
Hyperlink GSD 2
Hyperlink GSD 3
Hyperlink GSD 4
Screen title and heading: SL detail – Organizational Learning perspective – GSD

hyperlink link

detail

GSD No. of Column and line chart X-Axis – All the SL

OL_SL1 associates representing current
and month associate nos.
representing no. of associates in
retention and retention rates for
each SL
rate for each SL in GSD
each SL Secondary Y-axis – Line chart
representing retention rate for
each SL
GSD OL2 No. of Column chart X-Axis – All the SL
associates representing current
on the month bench nos. for Y-axis – No. of associates on the
bench for each SL in GSD bench for each SL plotted as
each SL columns


Appendix D: Screen content and Layouts – GBD User
mentioned for Head GBD earlier in the document. For the overall screens
organization and screen flow, please refer the section on Specific Requirements /
Needs analysis – External Interfaces – User Interface earlier in the document.
User: GBD
Screen GBD1: Homepage_GBD.html
Go to detail
Hyperlink GBD 1
Need to decide what information
goes on the homepage dashboard
Hyperlink GBD 2
Hyperlink GBD 3
Hyperlink GBD 4
Screen title and heading: Summary dashboard for Head GBD

hyperlink link
Hyperlink GBD 1 Financial perspective detail Findetail_GBD.html
Hyperlink GBD 2 Customer perspective detail Custdetail_GBD.html
Hyperlink GBD 3 Internal Process perspective detail Prodetail_GBD.html
Hyperlink GBD 4 Employee and Learning perspective Empdetail_GBD.html

detail


Need to
define
Screen GBD2: Findetail_GBD.html
Volume 25
1,400
20
1,200
1,000 15
No. of resorce req. raised
800 No. of requisitions open
Volume 10
Go to detail 600
400 5
200
-
Hyperlink GBD 1 -
Hyperlink GBD 2 GBD F1 GBD F2
Hyperlink GBD 3
25,000 60.00% Volume
Hyperlink GBD 4 20,000

50.00% 1,400
1,200
40.00%
1,000
Need to define
15,000
Revenue
30.00% 800
GM%
Volume
10,000
600
20.00%
400
5,000
10.00%
200
- 0.00% -
GBD F3 GBD F4
Volume
1,400
1,200
1,000 GM
42% Project costs
800 48%
Volume
600
400 SL OH costs
GSD mgmt costs 6%
200 4%
-
GBD F5 GBD F6
Hyperlink GBD F1
Screen title and heading: Financial perspective summary – Head GBD

hyperlink link


detail
Hyperlink GBD F1 Click here for IL detail Findetail_IL_GBD.html

GBD F1 Revenues Column chart X-Axis – Months (Jan till current

representing monthly month in curr FY)
revenues
Primary Y-axis – Revenue in ‘000
GBD F2 Budget vs. Double column chart X-Axis – Months (Jan till current
actual costs representing monthly month in curr FY)
for GBD budget vs. actual
costs for the GBD Primary Y-axis – Double columns
function representing the following
parameters: Actual costs for
GBD in ‘000 USD and budgeted
costs for GBD in ‘000 USD
GBD F3 Pipeline Need to define

and
backlog
information
GBD F4 Revenue Column chart X-Axis – Months (Current month

forecast representing revenue in curr FY till the next 12
forecast for the next months in the future)
12 months
Primary Y-axis – Revenue
forecast in ‘000 USD plotted as
columns
GBD F5 Accounts Column chart X-Axis – Months (Jan till current

receivables representing account month in curr FY)
(DSO) receivables trend
Primary Y-axis – Accounts
receivables in DSO plotted as
columns

GDB F6 Accounts Pie chart representing Pie chart with the following
receivables aging information for parameters – AR <=45 days,
– ageing accounts receivables 45-60 days, 60-90 days and
>90 days
Screen GBD3: Findetail_IL_GBD.html
Volume 25
1,400
20
1,200
1,000 15
800 No. of requisitions open
Volume 10
Go to detail 600
400 5
200
-
Hyperlink GBD 1 -
Hyperlink GBD 2 GBD F_IL1 GBD F_IL2
Hyperlink GBD 3
25,000 60.00%

50.00%
40.00%
Need to define
15,000
Revenue
30.00%
GM%
10,000
20.00%
5,000
10.00%
- 0.00%
GBD F_IL3
Volume
1,400
1,200
1,000 GM
42% Project costs
800 48%
Volume
600
400 SL OH costs
GSD mgmt costs 6%
200 4%
-
GBD F_IL4 GBD F_IL5
Hyperlink GBD F_IL1 Hyperlink GBD F_IL2
Screen title and heading: IL detail (current month) – Financial perspective – GBD

hyperlink link


detail
Hyperlink GBD Click here for IL-wise account detail Findetail_IL_AC_GBD.ht

F_IL1 ml
Hyperlink GBD Click here for historical IL detail Findetail_IL_hist_GBD.h

F_IL2 tml

GBD F_IL1 IL Column chart X-Axis – All IL

Revenues representing current
month IL revenues Primary Y-axis – IL-wise revenue
for current month in ‘000 USD
plotted as columns
GBD F_IL2 Current Double column chart X-Axis – All IL

month representing current
budget vs. month budget vs. Primary Y-axis – Double columns
actual costs actual costs for the IL representing the following
for IL within GBD parameters: Current month
actual costs for each IL in ‘000
USD and current month
budgeted costs for each IL in
‘000 USD
GBD F_IL3 Pipeline Need to define

and
backlog
information
for each IL
GBD F_IL4 Accounts Column chart X-Axis – All IL

receivables representing end of
by IL (DSO) current month account Primary Y-axis – Accounts
receivables for each IL receivables in DSO plotted as
columns for each IL
GDB F_IL5 Accounts Pie chart representing Pie chart with the following

receivables contribution of IL to parameters – Proportion of IL-

– age risk AR greater than 90 wise contribution towards AR
by IL days more than 90 days

Screen GBD4: Findetail_IL_AC_GBD.html
Hyperlink GBD F_IL_AC1 Hyperlink GBD F_IL_AC2 Hyperlink GBD F_IL_AC3
Hyperlink GBD F_IL_AC4 Hyperlink GBD F_IL_AC5 Hyperlink GBD F_IL_AC6
Go to detail
Hyperlink GBD 1
Industry line 1 (Tag)
Hyperlink GBD 2 Volume
1,400
1,000
800
Volume
Hyperlink GBD 4 600
400
200
-
GBD F_IL_AC1
Volume
1,400
1,200
1,000 GM
42% Project costs
800 48%
Volume
600
400 SL OH costs
GSD mgmt costs 6%
200 4%
-
GBD F_IL_AC2 GBD F_IL_AC3
Repeat above graphs for IL 2-5 in this space
Industry line 6 (Tag)

Volume
1,400
1,200
1,000
800
Volume
600
400
200
-
GBD F_IL_AC1
Volume
1,400
1,200
1,000 GM
42% Project costs
800 48%
Volume
600
400 SL OH costs
GSD mgmt costs 6%
200 4%
-
GBD F_IL_AC2 GBD F_IL_AC3
Hyperlink GBD F_IL_AC7
Screen title and heading: Account-wise detail (current month) – Financial

perspective – GBD
Name of the Title of the link Destination of the link

hyperlink
Hyperlink GBD 4 Employee and Learning Empdetail_GBD.html

perspective detail
Hyperlink GBD IL name Industry line 1 to industry

F_IL_AC1 – GBD line 6 tags on the same
F_IL_AC6 page
Hyperlink GBD Click here for historical AC detail Findetail_IL_AC_hist_GBD.h

F_IL_AC7 tml

GBD Account- Column chart X-Axis – All accounts in that IL

F_IL_AC1 wise representing current
Revenues month account-wise Primary Y-axis – Account-wise
(for all revenues for the revenue for current month in
tags) particular IL ‘000 USD plotted as columns
GBD Accounts Column chart X-Axis – All accounts in that IL

F_IL_AC2 receivables representing end of
by account current month account Primary Y-axis – Accounts
(for all (DSO) receivables for all receivables in DSO plotted as
tags) accounts in the IL columns for each account
GDB Accounts Pie chart representing Pie chart with the following
F_IL_AC3 receivables contribution of parameters – Proportion of AC-
– age risk accounts to AR wise contribution towards AR
(for all by account greater than 90 days more than 90 days in that IL
tags) in that IL
Screen GBD5: Findetail_IL_hist_GBD.html

Go to detail
Hyperlink GBD 1 Need to define
Hyperlink GBD 2
Hyperlink GBD 3
Hyperlink GBD 4
Screen title and heading: Historical IL detail – Financial perspective – GBD

hyperlink
Hyperlink GBD 3 Internal Process perspective Prodetail_GBD.html

detail

perspective detail

Need to
define
Screen GBD6: Findetail_IL_AC_hist_GBD.html

Go to detail
Hyperlink GBD 1 Need to define
Hyperlink GBD 2
Hyperlink GBD 3
Hyperlink GBD 4
Screen title and heading: Historical AC detail – Financial perspective – GBD

hyperlink

detail

perspective detail

Need to
define
Screen GBD7: Custdetail_GBD.html

Volume 25,000 60.00%
1,400 50.00%
20,000
1,200
40.00%
Go to detail
1,000 15,000
Revenue
800 30.00%
GM%
Volume
10,000
600
20.00%
400
Hyperlink GBD 1 200

5,000
10.00%
- - 0.00%
Hyperlink GBD 2
GBD C1 GBD C2
Hyperlink GBD 3
Hyperlink GBD 4
25,000 60.00%
50.00%
20,000
40.00%
15,000
Revenue
30.00%
GM%
10,000
20.00%
5,000
10.00%
- 0.00%
GBD C2
Screen title and heading: Customer perspective summary – Head GBD

hyperlink

detail

perspective detail

GBD C1 Customer Column chart X-Axis – All accounts

satisfaction representing account
score wise customer Primary Y-axis – Account-wise
satisfaction score customer satisfaction scores
plotted as columns
GBD C2 Existing Column and double X-axis – Months (All months till
clients line chart representing
information the following current month in current FY)

information – No. of
active clients, client Primary Y-axis – No. of active
retention rate and clients plotted as columns
repeat business %
Secondary Y-axis – Two line for
the following parameters:
1. Client retention rate monthly
2. Repeat business rate
monthly
GBD C3 New client Column and line chart X-axis – Months (All months till
information representing no. of current month in current FY)
new clients added and
% YTD revenues from Primary Y-axis – No. of new
new clients clients added plotted as
columns
Secondary Y-axis - %YTD

revenues each month from new
clients plotted as a line
Screen GBD8: Prodetail_GBD.html
Volume 25
1,400
20
1,200
Go to detail
1,000 15
800
Volume No. of requisitions open
600 10
400
Hyperlink GBD 1 200

5
- -
Hyperlink GBD 2
GBD IP1 GBD IP2
Hyperlink GBD 3
Hyperlink GBD 4
Hyperlink GBD IP1
Screen title and heading: Internal process perspective summary – Head GBD

hyperlink


detail

perspective detail
Hyperlink GBD IP1 Click here for IL detail Prodetail_IL_GBD.html

GBD IP1 Utilization Column chart X-Axis – Months (all months till
representing overall current month in current FY)
GSD utilization by
month Primary Y-axis – Monthly GSD
GBD IP2 Billing rates Double column and X-axis – Months (all months till
line chart representing current month in current FY)
monthly onsite,
offshore and blended Primary Y-axis – Monthly onsite
billing rates and offshore billing rates
plotted as columns

blended billing rate plotted as a
line
Screen GBD9: Prodetail_IL_GBD.html

Hyperlink GBD IP_IL1 Hyperlink GBD IP_IL2 Hyperlink GBD IP_IL3
Hyperlink GBD IP_IL4 Hyperlink GBD IP_IL5 Hyperlink GBD IP_IL6
Go to detail
Hyperlink GBD 1
Industry line1 (tag)
Hyperlink GBD 2 25
Hyperlink GBD 3
20
15
Hyperlink GBD 4 10
-
GBD IP_IL1
Insert similar graph as above for IL2-5
Industry line6 (tag)

25
20
15
10
-
GBD IP_IL1
Screen title and heading: IL detail – Internal process perspective – GBD

hyperlink

detail

perspective detail
Hyperlink Names of all the industry lines Respective IL tags on the

same page
GBD IP_IL1 – GBD
IP_IL6


GBD IP_IL1 Billing rates Double column and X-axis – Months (all months till
monthly onsite,
billing rates for the and offshore billing rates
particular IL plotted as columns for that IL

line for that IL
Screen GBD10: Empdetail_GBD.html
25,000 60.00%
50.00%
20,000
40.00%
Go to detail
15,000
Revenue
30.00%
GM%
10,000
20.00%

10.00%
- 0.00%
Hyperlink GBD 2
GBD E1
Hyperlink GBD 3
Hyperlink GBD 4
Screen title and heading: Employee perspective – GBD

hyperlink

detail


perspective detail

GBD E1 Employee Column and line chart X-axis – Months (all months till
nos. and representing current month in current FY)
retention employee information
rate for GBD Primary Y-axis – Monthly no. of
associates in GBD plotted as
columns

retention rate in GBD plotted as
a line

Appendix E: Screen content and Layouts – CFO User
mentioned for CFO earlier in the document. For the overall screens organization and
User: Head CFO
Screen CFO 1: Homepage_CFO.html
Go to detail
Hyperlink CFO 1 Need to define
Hyperlink CFO 2
Hyperlink CFO 3
Hyperlink CFO 4
Screen title and heading: Summary dashboard for CFO

hyperlink link
Hyperlink CFO 1 Financial perspective detail Findetail_CFO.html
Hyperlink CFO 2 Customer perspective detail Custdetail_CFO.html
Hyperlink CFO 3 Internal Process perspective detail Prodetail_CFO.html
Hyperlink CFO 4 Employee and Learning perspective Empdetail_CFO.html

detail

Need to
define

Screen CFO 2: Findetail_CFO.html
25,000 60.00% 25
50.00%
20,000 20
40.00%
15,000 15
Revenue No. of resorce req. raised
30.00%
GM% No. of requisitions open
10,000 10
20.00%
5,000
10.00% 5
Go to detail -
0.00%
-
Hyperlink CFO 1 CFO F1 CFO F2
Hyperlink CFO 2
This month’s performance
Hyperlink CFO 3 25
Hyperlink CFO 4
20
15 GM
No. of resorce req. raised 42% Project costs
48%
10
SL OH costs
5 GSD mgmt costs 6%
4%
-
CFO F3 CFO F4
Hyperlink CFO F1 Hyperlink CFO F2 Hyperlink CFO F3
Volume
1,400
1,200
1,000 GM
42% Project costs
800 48%
Volume
600
400 SL OH costs
GSD mgmt costs 6%
200 4%
-
CFO F5 CFO F6
Volume 25,000 60.00%
1,400
50.00%
20,000
1,200
40.00%
1,000 15,000
Revenue
800 30.00%
Volume GM%
600
400
Need to define 10,000
20.00%
5,000
10.00%
200
- - 0.00%
CFO F7 CFO F8
CFO F9
Screen title and heading: Financial perspective summary for CFO


hyperlink link
Hyperlink CFO 3 Internal Process perspective detail Prodetail_CFO.html
Hyperlink CFO 4 Employee and Learning perspective Empdetail_CFO.html

detail
Hyperlink CFO Click here for SL detail for current Findetail_SL_CFO.html

F1 month
Hyperlink CFO Click here for AC detail for current Findetail_AC_CFO.html

F2 month

CFO F1 Revenue Column and line chart X-Axis – Months (Jan till current
and Net representing monthly month in curr FY)
profit revenue and net profit
Primary Y-axis – Revenue in ‘000
Secondary Y-axis – Net profit in

% plotted as a line
CFO F2 Costs Double column chart X-Axis – Months (Jan till current
information representing monthly month in curr FY)
costs of revenue and
SGA costs. (Should Primary Y-axis – The following
budgets also be two parameters plotted as
incorporated?) columns for each month
1. Cost of revenues in ‘000 USD
2. SGA costs in ‘000 USD
CFO F3 Current Double column chart X-Axis – The following
month representing current parameters: Revenue, GM, EBIT
financials month financials and net profit
Primary Y-axis – Values (budget

and actuals) in ‘000 USD

CFO F4 Percentage 3D Pie-chart Pie chart plotting the following

break of representing parameters for current month:
financials percentage break of GM, EBIT and net profit all a
financials percentage of revenue
CFO F5 DSO trend Column chart X-axis: Months (all months till
representing monthly current month in current FY)
DSO
Y-axis: Monthly DSO plotted as
columns
CFO F6 AR ageing Pie chart representing Pie chart with the following
ageing information on parameters: Proportion of AR
accounts receivables <=45 days, 45-60 days, 60-90
days and more than 90 days
CFO F7 Backlog Need to define
and
pipeline
information
CFO F8 Revenue Column and line chart X-axis: Months (current month
and margin representing monthly till the future 12 months)
forecast revenue and margin
forecast for the future Primary Y-axis: Revenue
12 months forecast in ‘000 USD plotted as
columns
Secondary Y-axis: Margin

forecast in % plotted as a line
CFO F9 Variance Table of monthly The table has the following

analysis variance analysis parameters:
Column 1: Months (all months
till current month in current FY)
Column 2: Following parameters
for each month: Revenue, GM,
SGA costs, Net profit
parameter in Col 2
parameter in Col 2
Col 2


parameter in Col 2
Col 2
Screen CFO 3: Findetail_SL_CFO.html
25,000 60.00% 25,000 60.00%
50.00% 50.00%
20,000 20,000
40.00% 40.00%
15,000 15,000
Revenue Revenue
Go to detail
30.00%
30.00% GM%
GM%
10,000
10,000
20.00%
20.00%
5,000
5,000 10.00%
10.00%
Hyperlink CFO 1 - 0.00%

- 0.00%
Hyperlink CFO 2 CFO F_SL1 CFO F_SL2
Hyperlink CFO 3
Hyperlink CFO 4 Hyperlink CFO F_SL1
CFO F_SL3
Screen title and heading: Service line detail – Financial perspective

hyperlink link
Hyperlink CFO Financial perspective detail Findetail_CFO.html

1
Hyperlink CFO Customer perspective detail Custdetail_CFO.html

2
Hyperlink CFO Internal Process perspective detail Prodetail_CFO.html

3
Hyperlink CFO Employee and Learning perspective Empdetail_CFO.html

4 detail
Hyperlink Click here for historical SL detail Fin_SL_hist_CFO.html

F_SL1

CFO F_SL1 Revenue Column and line chart X-Axis – All the current SL
each SL month revenue and Primary Y-axis – Revenue in ‘000
GM for each SL USD plotted as columns
plotted as a line
CFO F_SL2 How the Stacked column X-Axis – All the current SL
revenues costs, SL OH and four parameters plotted as a
for each SL bench costs and SL stacked column chart, all in
gross margin for each ‘000 USD
SL 1. Lowest stack: Project direct
costs
and bench costs
3. Highest stack: SL gross
margin
CFO F_SL3 Variance Table of variance The table has the following
analysis for analysis parameters:
current Column 1: SL name for all SL
month Column 2: Following parameters
for each SL: Revenue, Total cost,
GM, GM%
parameter in Col 2
parameter in Col 2
Col 2

parameter in Col 2
Col 2
Screen CFO 4: Findetail_AC_CFO.html
25,000 60.00% 25,000 60.00%
50.00% 50.00%
20,000 20,000
40.00% 40.00%
15,000 15,000
Revenue Revenue
Go to detail
30.00%
30.00% GM%
GM%
10,000
10,000
20.00%
20.00%
5,000
5,000 10.00%
10.00%

- 0.00%
Hyperlink CFO 2 CFO F_AC1 CFO F_AC2
Hyperlink CFO 3
Hyperlink GSD 4 Hyperlink F_AC1
Screen title and heading: Account-wise detail – Financial perspective

hyperlink link

1

2

3

4 detail
Hyperlink Click here for historical SL detail Fin_AC_hist_CFO.html

F_AC1

CFO F_AC1 Revenue Column and line chart X-Axis – All the current AC
each AC month revenue and Primary Y-axis – Revenue in ‘000
GM for each AC USD plotted as columns
plotted as a line
CFO F_AC2 How the Stacked column chart X-Axis – All the current SL
revenues costs, and gross four parameters plotted as a
for each AC margin for each stacked column chart, all in
account ‘000 USD
costs
2. Highest stack: AC gross
margin

Screen CFO 5: Findetail_FN_CFO.html
25 25
20 20
15 15
No. of resorce req. raised No. of resorce req. raised
No. of requisitions open No. of requisitions open
Go to detail
10 10
5 5
Hyperlink CFO 1 -
-
Hyperlink CFO 2 CFO F_SN1 CFO F_SN2
Hyperlink CFO 3
25 25
Hyperlink GSD 4 20 20
15 15
10 10
5 5
- -
CFO F_SN3 CFO F_SN4
25 25
20 20
15 15
10 10
5 5
- -
CFO F_SN5 CFO F_SN6
25 25
20 20
15 15
10 10
5 5
- -
CFO F_SN7 CFO F_SN8
Screen title and heading: Function-wise detail – Financial perspective

hyperlink link

1


3

4 detail
Hyperlink Click here for historical SL detail Fin_AC_hist_CFO.html

F_AC1
Name of Title of the Description of the Parameters of the object

the object object object
CFO F_SN1 – Costs trend Double column and X-Axis – Months (all months
CFO F_SN8 information line chart representing till current month in current
for each monthly costs (actual FY)
function and forecasted and as
% of revenue) Primary Y-axis – Costs
(actual and forecasted)
The following functions plotted as columns
are covered: Office of
the CEO, GSD, GBD, Secondary Y-axis – Actual
GFA, GIT, GAP, GPR, costs as a percent of
GBA revenue

Screen CFO 6: Findetail_SL_hist_CFO.html
Pr. std. costs 203,824 179,641 183,681 567,146 217,981 217,981
Pr. gross margin 314,974 213,734 271,081 799,789 234,169 - - 234,169
Go to detail
Pr. gross margin % 60% 54% 60% 58% 51% 0% 0% 51%
Bench cost 18,093 13,206 20,459 51,759 14,609 14,609
SL gross margin 254,528 162,466 211,205 628,199 181,341 - - 181,341
SL gross margin % 48.2% 40.9% 46.4% 45.5% 39.8% 39.8%
Hyperlink CFO 1 Utilization

Hyperlink CFO 2 Pr. std. costs
496,111
516,296
479,983
497,063
578,430
628,174
1,554,523
1,641,532
670,494
683,221 - -
670,494
683,221
Pr. gross margin 830,216 500,345 1,964,166 3,294,727 1,214,696 - - 1,214,696
Pr. gross margin % 62% 50% 76% 67% 64% 0% 0% 64%
Hyperlink CFO 3
Bench cost 61,101 59,587 65,396 186,084 48,146 48,146
SL gross margin 727,749 413,982 1,865,344 3,007,074 1,127,468 - - 1,127,468
SL gross margin % 54.0% 41.5% 72.0% 60.9% 59.4% 59.4%
Utilization
Hyperlink CFO 4 Distributed

Revenue 1,823,480
-25.93%
-15.38%
2,275,600
159.91%
191.24%
2,547,139 6,646,220
-26.79%
-74.42%
2,490,159 2,490,159
Pr. std. costs 1,100,382 1,056,237 1,176,262 3,332,881 1,210,361 1,210,361
Pr. gross margin 598,062 1,139,599 1,330,305 3,067,966 1,206,762 - - 1,206,762
Pr. gross margin % 33% 50% 52% 46% 48% 0% 0% 48%
Bench cost 95,747 68,207 78,138 242,092 65,666 65,666
SL gross margin 399,886 981,690 1,188,746 2,570,322 972,236 - - 972,236
SL gross margin % 21.9% 43.1% 46.7% 38.7% 39.0% 39.0%
Utilization
M/M Revenue 1,337,333 1,260,305 2,080,154 4,677,792 1,662,638 1,662,638
Pr. std. costs 525,964 514,480 572,365 1,612,809 636,866 636,866
Pr. gross margin 789,436 709,467 1,494,996 2,993,899 1,002,888 - - 1,002,888
Pr. gross margin % 59% 56% 72% 64% 60% 0% 0% 60%
Bench cost 36,053 26,470 31,977 94,499 16,640 16,640
SL gross margin 707,455 647,463 1,424,797 2,779,715 967,408 - - 967,408
SL gross margin % 52.9% 51.4% 68.5% 59.4% 58.2% 58.2%
Utilization
Pr. std. costs - 9,682 9,682
Pr. gross margin - - - - (3,678) - - (3,678)
Pr. gross margin % 0% 0% 0% 0% -61% 0% 0% -61%
Bench cost - - -
SL gross margin (11,020) (16,340) (12,273) (39,633) (24,026) - - (24,026)
Utilization
Testing Revenue 136,293 115,587 125,867 377,747 155,181 155,181
Pr. std. costs 39,615 32,859 39,831 112,306 45,624 45,624
Pr. gross margin 91,087 82,551 86,036 259,673 108,927 - - 108,927
Pr. gross margin % 67% 71% 68% 69% 70% 0% 0% 70%
Bench cost 716 1,004 495 2,214 294 294
SL gross margin 77,927 51,763 61,069 190,760 80,096 - - 80,096
CFO F_SL_H1
Screen title and heading: Service line historical detail – Financial perspective

hyperlink link

1

2

3

4 detail

CFO F_SL_H1 SL Table representing Column 1: SL (All SL)

financial detail for each SL
detail
8. SL Revenue
9. SL Project direct costs
10.SL Project GM
11.SL Project GM%
12.SL OH and bench costs
13.SL GM
14.SL GM%

FY

Screen CFO 7: Findetail_AC_hist_CFO.html
Pr. std. costs 203,824 179,641 183,681 567,146 217,981 217,981
Pr. gross margin 314,974 213,734 271,081 799,789 234,169 - - 234,169
Go to detail
Pr. gross margin % 60% 54% 60% 58% 51% 0% 0% 51%
Bench cost 18,093 13,206 20,459 51,759 14,609 14,609
SL gross margin 254,528 162,466 211,205 628,199 181,341 - - 181,341
SL gross margin % 48.2% 40.9% 46.4% 45.5% 39.8% 39.8%
Hyperlink CFO 1 Utilization

Hyperlink CFO 2 Pr. std. costs
496,111
516,296
479,983
497,063
578,430
628,174
1,554,523
1,641,532
670,494
683,221 - -
670,494
683,221
Pr. gross margin 830,216 500,345 1,964,166 3,294,727 1,214,696 - - 1,214,696
Pr. gross margin % 62% 50% 76% 67% 64% 0% 0% 64%
Hyperlink CFO 3
Bench cost 61,101 59,587 65,396 186,084 48,146 48,146
SL gross margin 727,749 413,982 1,865,344 3,007,074 1,127,468 - - 1,127,468
SL gross margin % 54.0% 41.5% 72.0% 60.9% 59.4% 59.4%
Utilization
Hyperlink CFO 4 Distributed

Revenue 1,823,480
-25.93%
-15.38%
2,275,600
159.91%
191.24%
2,547,139 6,646,220
-26.79%
-74.42%
2,490,159 2,490,159
Pr. std. costs 1,100,382 1,056,237 1,176,262 3,332,881 1,210,361 1,210,361
Pr. gross margin 598,062 1,139,599 1,330,305 3,067,966 1,206,762 - - 1,206,762
Pr. gross margin % 33% 50% 52% 46% 48% 0% 0% 48%
Bench cost 95,747 68,207 78,138 242,092 65,666 65,666
SL gross margin 399,886 981,690 1,188,746 2,570,322 972,236 - - 972,236
SL gross margin % 21.9% 43.1% 46.7% 38.7% 39.0% 39.0%
Utilization
M/M Revenue 1,337,333 1,260,305 2,080,154 4,677,792 1,662,638 1,662,638
Pr. std. costs 525,964 514,480 572,365 1,612,809 636,866 636,866
Pr. gross margin 789,436 709,467 1,494,996 2,993,899 1,002,888 - - 1,002,888
Pr. gross margin % 59% 56% 72% 64% 60% 0% 0% 60%
Bench cost 36,053 26,470 31,977 94,499 16,640 16,640
SL gross margin 707,455 647,463 1,424,797 2,779,715 967,408 - - 967,408
SL gross margin % 52.9% 51.4% 68.5% 59.4% 58.2% 58.2%
Utilization
Pr. std. costs - 9,682 9,682
Pr. gross margin - - - - (3,678) - - (3,678)
Pr. gross margin % 0% 0% 0% 0% -61% 0% 0% -61%
Bench cost - - -
SL gross margin (11,020) (16,340) (12,273) (39,633) (24,026) - - (24,026)
Utilization
Testing Revenue 136,293 115,587 125,867 377,747 155,181 155,181
Pr. std. costs 39,615 32,859 39,831 112,306 45,624 45,624
Pr. gross margin 91,087 82,551 86,036 259,673 108,927 - - 108,927
Pr. gross margin % 67% 71% 68% 69% 70% 0% 0% 70%
Bench cost 716 1,004 495 2,214 294 294
SL gross margin 77,927 51,763 61,069 190,760 80,096 - - 80,096
CFO F_AC_H1
Screen title and heading: Account-wise historical detail – Financial perspective

hyperlink link

1

2

3

4 detail

CFO F_AC_H1 AC Table representing Column 1: AC (All AC)

financial detail for each
parameters for each AC
detail customer
8. AC Revenue
9. AC Project direct costs
10.AC Project GM
11.AC Project GM%
12.AC OH and bench costs
13.AC GM
14.AC GM%

FY
Screen CFO 7: Custdetail_CFO.html
25,000 60.00% 25,000 60.00%
Go to detail 20,000
50.00%
40.00%
20,000
15,000
50.00%
40.00%
15,000
Revenue Revenue
Hyperlink CFO 1
30.00%
30.00% GM%
GM%
10,000
10,000
20.00%
20.00%
5,000
5,000 10.00%
10.00%

- 0.00%
Hyperlink CFO 3 CFO C1 CFO C2
Hyperlink CFO 4
Screen title and heading: Customer Perspective summary for CFO

hyperlink link

1

2

3

4 detail

CFO C1 No. of Column and line chart X-Axis – All the months till
active representing monthly current month in current FY
clients and no. of active clients
avg. client and avg. client size Primary Y-axis – No. of active
size clients plotted as columns

line
CFO C2 Client Column and line chart X-Axis – All the months till
retention representing monthly current month in current FY

line


Screen CFO8: Prodetail_CFO.html
Volume 25
1,400
20
1,200
Go to detail
1,000 15
800
600 10
400
Hyperlink CFO 1 200

5
- -
Hyperlink CFO 2
CFO IP1 CFO IP2
Hyperlink CFO 3
Hyperlink CFO 4
Volume Volume
1,400 1,400
1,200 1,200
1,000 1,000
800 800
Volume Volume
600 600
400 400
200 200
- -
CFO IP3 CFO IP4
Screen title and heading: Internal process perspective summary – CFO

hyperlink
Hyperlink CFO 3 Internal Process perspective Prodetail_CFO.html

detail
Hyperlink CFO 4 Employee and Learning Empdetail_CFO.html

perspective detail

CFO IP1 Utilization Column chart X-Axis – Months (all months till
representing overall current month in current FY)
GSD utilization by
month Primary Y-axis – Monthly GSD
CFO IP2 Billing rates Double column and X-axis – Months (all months till
monthly onsite,
billing rates and offshore billing rates
plotted as columns

line
CFO IP3 Leverage Column chart X-axis – Months (all months till
ratio representing monthly the current month in current FY)
overall leverage ratio
trends Y-axis – Overall leverage ratio,
plotted as columns
CFO IP4 Avg. hourly Column chart X-axis – Months (all months till
cost per representing avg. the current month in the current
associate hourly cost per FY)
associate
Y-axis – Avg. hourly cost per
employee plotted as columns
Screen CFO10: Empdetail_CFO.html
25,000 60.00% Volume
50.00% 1,400
20,000
1,200
40.00%
Go to detail
15,000 1,000
Revenue
30.00% 800
GM%
Volume
10,000
600
20.00%
400
Hyperlink CFO 1 5,000

10.00%
200
- 0.00% -
Hyperlink CFO 2
CFO E1 CFO E2
Hyperlink CFO 3
Hyperlink CFO 4
Screen title and heading: Employee perspective – CFO

hyperlink
Hyperlink CFO 3 Internal Process perspective Prodetail_CFO.html

detail
Hyperlink CFO 4 Employee and Learning Empdetail_CFO.html

perspective detail

CFO E1 Employee Column and line chart X-axis – Months (all months till
nos. and representing current month in current FY)
retention employee information
rate for Viker Primary Y-axis – Monthly no. of
associates in Viker plotted as
columns

retention rate for Viker plotted
as a line
CFO E2 HC Column chart X-axis – Months (all months till

projections representing HC the current month in current FY)
projections for the
future 12 months Y-axis – HC projections for the
future 12 months starting from
the current month, plotted as
columns

Appendix F: Screen content and Layouts – GPR User
mentioned for GPR earlier in the document. For the overall screens organization and
User: Head GPR
Screen GPR 1: Homepage_GPR.html
Volume Volume
1,400 1,400
1,200 1,200
1,000 1,000
800 800
Volume Volume
Go to detail 600
400
600
400
200 200
Hyperlink GPR 1 -
-
Hyperlink GPR 2 GPR H1 GPR H2
Hyperlink GPR 3 Volume 25
1,400
Hyperlink GPR 4
20
1,200
1,000 15
800
600 10
400
5
200
- -
GPR H3 GPR H4
Volume Volume
1,400 1,400
1,200 1,200
1,000 1,000
800 800
Volume Volume
600 600
400 400
200 200
- -
GPR H5 GPR H6
Volume 25,000 60.00%
1,400
50.00%
20,000
1,200
40.00%
1,000 15,000
Revenue
800 30.00%
Volume GM%
600 10,000
20.00%
400
5,000
10.00%
200
- - 0.00%
GPR H7 GPR H8
Screen title and heading: Summary dashboard for CPrO


hyperlink link
Hyperlink GPR 1 Financial perspective detail Findetail_GPR.html
Hyperlink GPR 2 Customer perspective detail Custdetail_GPR.html
Hyperlink GPR 3 Internal Process perspective detail Prodetail_GPR.html
Hyperlink GPR 4 Employee and Learning perspective Empdetail_GPR.html

detail

GPR H1 Process Column chart X-Axis – Months (all months till

consulting representing monthly the current month in the current
revenue revenues from process FY)
consulting
Y-axis – Revenues from process
consulting plotted as columns
GPR H2 Billable QLs Column chart X-Axis – Months (all months till
representing the current month in the current
percentage of QL’s FY)
billable
Y-axis – Percentage of QL’s that
are billable plotted as columns
GPR H3 Savings Column chart X-Axis – Months (all months till

from PI representing dollars the current month in the current
saved from PI FY)
activities
Y-axis – $ saved from PI plotted
as columns
GPR H4 Process Double column and X-Axis – Months (all months till
group costs line chart representing the current month in the current
monthly costs for the FY)
Process Group dept
Primary Y-axis – Monthly total
cost, budget and actual, of the
Process Group dept. plotted
columns

Secondary Y-axis – Monthly total

actual cost of the Process Group
dept. as a percentage of
revenue plotted as a line
GPR H5 Traceable Column chart X-Axis – Months (all months till

R/Y projects representing monthly the current month in the current
R/Y projects that can FY)
be traced to QL status
Y-axis – Percentage of R/Y
projects that can be traced to
QL status plotted as columns
GPR H6 % Projects Column chart X-Axis – The following quality

meeting representing goals – Schedule variance,
quality percentage of projects Effort variance, Productivity,
goals meeting their quality Defect density and Defect
goals for that month removal efficiency
Y-axis – Percentage of projects

meeting these goals plotted as
columns
GPR H7 CMM Status Stacked column chart X-Axis – Core ACs and all SL
representing CMM
status at levels 2, 3, 4 Y-axis – Stacked equal columns
and 5 for Levels 2, 3, 4 and 5. Each
stack can have one of three
colors – red, yellow or green
depending on the status for that
level in that SL/AC
GPR H8 Defect Column and line chart X-Axis – Months (all months till
density and representing monthly the current month in the current
productivity reduction in post FY)
changes delivery defect density
and improvement in Primary Y-axis – Month on
productivity month reduction in post
delivery defect density plotted
as columns
Secondary Y-axis – Month on

month improvement in
productivity plotted as a line

Screen GPR 2: Findetail_GPR.html
Go to detail
Need to define
Hyperlink GPR 1
Hyperlink GPR 2
Hyperlink GPR 3
Hyperlink GPR 4
Screen title and heading: Financial dashboard summary – CPrO

hyperlink link

detail

Need to
define

Screen GPR 3: Custdetail_GPR.html
Go to detail
Need to define
Hyperlink GPR 1
Hyperlink GPR 2
Hyperlink GPR 3
Hyperlink GPR 4

hyperlink link

detail

Need to
define

Screen GPR 4: Prodetail_GPR.html
Go to detail
Need to define
Hyperlink GPR 1
Hyperlink GPR 2
Hyperlink GPR 3
Hyperlink GPR 4

hyperlink link

detail

Need to
define
Screen GPR 5: Empdetail_GPR.html

Go to detail
Need to define
Hyperlink GPR 1
Hyperlink GPR 2
Hyperlink GPR 3
Hyperlink GPR 4

hyperlink link

detail

Need to
define

Appendix G: Screen content and Layouts – GAP User
mentioned for GAP earlier in the document. For the overall screens organization and
User: Head GAP
Screen GAP 1: Homepage_GAP.html
Go to detail
Hyperlink GAP 1
Need to define
Hyperlink GAP 2
Hyperlink GAP 3
Hyperlink GAP 4
Screen title and heading: Summary dashboard for GAP

hyperlink link
Hyperlink GAP 1 Financial perspective detail Findetail_GAP.html
Hyperlink GAP 2 Customer perspective detail Custdetail_GAP.html
Hyperlink GAP 3 Internal Process perspective detail Prodetail_GAP.html
Hyperlink GAP 4 Employee and Learning perspective Empdetail_GAP.html

detail

Need to
define
Screen GAP 2: Findetail_GAP.html

Go to detail
Hyperlink GAP 1
Need to define
Hyperlink GAP 2
Hyperlink GAP 3
Hyperlink GAP 4
Screen title and heading: Financial dashboard summary – GAP

hyperlink link

detail

Need to
define
Screen GAP 3: Custdetail_GAP.html

Go to detail
Hyperlink GAP 1
Need to define
Hyperlink GAP 2
Hyperlink GAP 3
Hyperlink GAP 4

hyperlink link

detail

Need to
define
Screen GAP 4: Prodetail_GAP.html

Go to detail
Hyperlink GAP 1
Need to define
Hyperlink GAP 2
Hyperlink GAP 3
Hyperlink GAP 4

hyperlink link

detail

Need to
define
Screen GAP 5: Empdetail_GAP.html

Go to detail
Hyperlink GAP 1
Need to define
Hyperlink GAP 2
Hyperlink GAP 3
Hyperlink GAP 4

hyperlink link

detail

Need to
define

Appendix H: Screen content and Layouts – GIT User
mentioned for GIT earlier in the document. For the overall screens organization and
User: Head GIT
Screen GIT 1: Homepage_GIT.html
Go to detail
Hyperlink GIT 1
Need to define
Hyperlink GIT 2
Hyperlink GIT 3
Hyperlink GIT 4
Screen title and heading: Summary dashboard for GIT

hyperlink link
Hyperlink GIT 1 Financial perspective detail Findetail_GIT.html
Hyperlink GIT 2 Customer perspective detail Custdetail_GIT.html
Hyperlink GIT 3 Internal Process perspective detail Prodetail_GIT.html
Hyperlink GIT 4 Employee and Learning perspective Empdetail_GIT.html

detail

Need to
define
Screen GIT 2: Findetail_GIT.html

Go to detail
Hyperlink GIT 1
Need to define
Hyperlink GIT 2
Hyperlink GIT 3
Hyperlink GIT 4
Screen title and heading: Financial dashboard summary – GIT

hyperlink link

detail

Need to
define
Screen GIT 3: Custdetail_GIT.html

Go to detail
Hyperlink GIT 1
Need to define
Hyperlink GIT 2
Hyperlink GIT 3
Hyperlink GIT 4

hyperlink link

detail

Need to
define
Screen GIT 4: Prodetail_GIT.html

Go to detail
Hyperlink GIT 1
Need to define
Hyperlink GIT 2
Hyperlink GIT 3
Hyperlink GIT 4

hyperlink link

detail

Need to
define
Screen GIT 5: Empdetail_GIT.html

Go to detail
Hyperlink GIT 1
Need to define
Hyperlink GIT 2
Hyperlink GIT 3
Hyperlink GIT 4

hyperlink link

detail

Need to
define

Appendix I: Screen content and Layouts – GBA User
mentioned for GBA earlier in the document. For the overall screens organization and
User: Head GBA
Screen GBA 1: Homepage_GBA.html
Go to detail
Hyperlink GBA 1
Need to define
Hyperlink GBA 2
Hyperlink GBA 3
Hyperlink GBA 4
Screen title and heading: Summary dashboard for GBA

hyperlink link
Hyperlink GBA 1 Financial perspective detail Findetail_GBA.html
Hyperlink GBA 2 Customer perspective detail Custdetail_GBA.html
Hyperlink GBA 3 Internal Process perspective detail Prodetail_GBA.html
Hyperlink GBA 4 Employee and Learning perspective Empdetail_GBA.html

detail

Need to
define
Screen GBA 2: Findetail_GBA.html

Go to detail
Hyperlink GBA 1
Need to define
Hyperlink GBA 2
Hyperlink GBA 3
Hyperlink GBA 4
Screen title and heading: Financial dashboard summary – GBA

hyperlink link

detail

Need to
define
Screen GBA 3: Custdetail_GBA.html

Go to detail
Hyperlink GBA 1
Need to define
Hyperlink GBA 2
Hyperlink GBA 3
Hyperlink GBA 4

hyperlink link

detail

Need to
define
Screen GBA 4: Prodetail_GBA.html

Go to detail
Hyperlink GBA 1
Need to define
Hyperlink GBA 2
Hyperlink GBA 3
Hyperlink GBA 4

hyperlink link

detail

Need to
define
Screen GBA 5: Empdetail_GBA.html

Go to detail
Hyperlink GBA 1
Need to define
Hyperlink GBA 2
Hyperlink GBA 3
Hyperlink GBA 4

hyperlink link

detail

Need to
define

Document Control
DOCUMENT NAME User Requirement Report – Metrics and MIS Project

The purpose of this document is to provide the requirements for the metrics
ABSTRACT
and MIS program in Viker
SECURITY CLASSIFICATION Company Confidential
LOCATION Project Work Room
KGM VERSION NO: 1.0 Issue
AUTHORISATION
Document Owner Reviewed By Authorized By
Aparna Katre, Rahul Global Leadership Global Leadership

Lanjewar
AMENDMENT LOG
Version Date Section DCR A/M/D Brief Description of Change
dd mmm number
yyyy
0.1 Draft 02 AUG Document creation

2003


Consolidated User Requirements

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Consolidated User Requirements

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Metrics and Management

User Requirement Report

Requirement Specifications............................................................................................. .........6

Sources of Business Knowledge ................................................................................. ........11

Specific Requirements / Need Analysis...................................................... ...........................11

Project Dependencies............................................................................... ..............................20

Acceptance Criteria............................................................................................ .....................21

Appendix A: Metrics cards for users............................................................................... .......21

Appendix A-1: Supporting metrics for users............................................................ .............27

Appendix A-2: Data requirements, databases and data location.......................... ...............28

Appendix B: Screen content and Layouts – CEO User..................................................... ....29

Appendix C: Screen content and Layouts – GSD User..................................................... ....38

Appendix D: Screen content and Layouts – GBD User........................... .............................70

Appendix E: Screen content and Layouts – CFO User......................................... ................86

Appendix F: Screen content and Layouts – GPR User...................................... .................106

Appendix G: Screen content and Layouts – GAP User................................................ .......113

Version 0.1, 02/Jul/2003 Draft/Issue Page 2

Appendix H: Screen content and Layouts – GIT User..................................................... ....118

Appendix I: Screen content and Layouts – GBA User................................... .....................123

Document Control............................................................................................................... ...128

Version 0.1, 02/Jul/2003 Draft/Issue Page 3

Purpose / Project Objectives

• Definition and implementation of metrics at various levels in the

• Usage of metrics at various levels to establish controls and improve the

• Phase I – Define and implement metrics for the organization as well as

• Phase III – This will be a complete roll-out of the metrics program

As mentioned, in phase I metrics will be defined and implemented top-down from an

Definitions, acronyms, and abbreviations

1. BSC – Balanced Score Card

4. GSD – Global Services Delivery

From here, the document outlines the following:

Version 0.1, 02/Jul/2003 Draft/Issue Page 5

Version 0.1, 02/Jul/2003 Draft/Issue Page 6

Web based GUI, on Excel – DB

Version 0.1, 02/Jul/2003 Draft/Issue Page 7

Web based GUI, on Excel – DB

Global Leadership SL Leadership

Multiple users – Global Leadership, SL

This document outlines the requirements for Version 1.

Version 0.1, 02/Jul/2003 Draft/Issue Page 8

The system functions are as follows:

The following are the users for the system:

User Access rights

Version 0.1, 02/Jul/2003 Draft/Issue Page 9

CEO Super user rights. Has access to all the metrics

Head GSD Has access to the GSD dashboard –

Head GBD Has access to the GBD dashboard –

Head GAP Has access to the GAP dashboard –

Head Global Has access to the Global IT dashboard –

Head Global Has access to the Global Finance dashboard –

Head Process Has access to the Process dashboard –

Head GBA Has access to the GBA dashboard –

Assumptions and Dependencies

Sources of Business Knowledge

Title Business Architect

Area of Metrics, definitions, user specifications, screen flows, layouts, data

Available Tuesday – Saturday

Specific Requirements / Need Analysis

In phase/version I, metrics are defined at an Organization level (CEO) and each

As a part of this project following activities are to be performed:

Version 0.1, 02/Jul/2003 Draft/Issue Page 11

• Finalize the metrics and their definitions

Version 0.1, 02/Jul/2003 Draft/Issue Page 12

Findetail_CE Custdetail_C Prodetail_CEO Empdetail_CE