A Project Score Card

We have started the process of looking at a variety of ERP systems that

will fit our business. In evaluating the functionality of each system we ran into the problem that for the most part each system under review performed a similar function.

We therefore looked at how the systems match each of our business processes. We documented each process in a variety of swim-lane diagrams that shows the major areas/systems the process touches and the end result. It was a worthwhile endeavor that gave tremendous insight into broken processes. We then developed a series of requirements and from there built a matrix with our “current state” and “target state”. Our target state being where we want to be with all the bells and whistles.

We took this information and built a matrix with Actions required and assigned a Value and Score. The score is internal this this project but can be changed accordingly. Below is a sample to give you an idea.

For CIOs, trying to compare systems, utilizing a score card approach give insight into what direction to take beyond using just cost and functionality information.