There are two methodologies for working with PMF. You can work from the top down by drawing a high-level strategy and creating measures. You can also work from the bottom up by creating a KPI Dashboard using loaded measures and adding the strategy elements at some point in the future.
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Top Down Process |
Bottom Up Process |
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If you use the top down process, perform the following steps before you create any metrics. 1. Create a new scorecard. Populate it with objectives, perspectives, themes, projects, and processes. For details, see Creating a New Scorecard. |
If you use the bottom up process, perform the following steps before you create a scorecard. 1. Set up metrics and load them into the PMF data mart. For details, see Planning Considerations For Loading Sources. |
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2. Set up a few user-entered measures. For details, see Adding and Editing Measures. |
2. Immediately use the relaxed reports that provide KPI dashboard-like views of your metrics. |
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3. Draw your Strategy Map and observe its flow through the views built into PMF. You can tweak your design until it best fits your organization strategy. For details, see Drawing a Strategy Map. |
3. Use the PMF Scorecard Wizard and Measures Wizard to create a scorecard, tie measures to a scorecard, and draw a strategy. The Wizards allow you to link your live metrics to a strategy in minutes. For details, see Creating a New Scorecard and Loading Production Measures. |
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4. When the time comes to hook up the scorecard to loaded metrics, you can easily switch over from manually entered metrics to multi-dimensional loaded metrics. For details, see Planning Considerations For Loading Sources. |
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