Internal KPI and Search System - WordPress.comdesigndamselblog.files.wordpress.com/2018/04/artboard-13.pdfChapter 2 : Search Pattern Chapter 3 : Metrics Drilldown Chapter 4 : Threaded

Internal KPI and Search System

Table of ContentsChapter 1 : Personalized DashboardsChapter 2 : Search PatternChapter 3 : Metrics Drilldown Chapter 4 : Threaded AlertsChapter 5 : Report ViewsChapter 6 : Module De�nition

2

Chapter 1 : Personal Dashboards

Welcome, Jackson Clark (executive team)

Pinned Global Metrics

Quick Contacts

LeadersOmar M.Mark R.

TeamsNA LeadsCA Leads

D

Environmental(Puerto Rico)

Update - 09/26/2017

Notes | Updates | Alerts

Inventory MOH on target(Bareloneta)

Update- 09/26/2017

Update- 09/26/2017

Update- 09/26/2017

Water (Bareloneta)


Update- 09/26/2017

Update- 09/26/2017



Update- 09/26/2017


Update- 09/26/2017


Location Advance SearchTime

Search GO

Global Percent in stockCanada United States

Total GHG (Co2)Total GHG (Water)Global Map

Regional

700000

600000

500000

400000

300000

200000

100000

0Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Reference QuarterEvaluation Quarter

20

10

0

-10

-20

-30Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

Executive Dashboard ( persona : Jackson Clark)

The wireframe below shows the dashboard of an Executive. Perfectly curated to �t his wants and needs, this dashboard is customizable for saving favorite reports, getting updates from coworkers, and being able to contact others quickly an easily should an issue arise.

4

Ability to update Pinned Global

Metrics

Personal ContactsSynced with Outlook

Personalization toName and Role

Module speci�cally forimportant memos about metrics and reports

Updates, Alerts, and Notesrecieved daily according tosubscriptions and contactwith others on the platform

Search capabilities to �nd new or replace di�erent metrics on dashboard

Ability to view siteson a global scale

4

Reviewer Dashboard ( persona : Mae Herrison)

The wireframe below shows thedashboard of a Data Reviewer The Data Reviewer has the same customizability of the Executive persona, with the added ability of creating their own reporting system from graphs.

Percent In StockKalamazoo

Percent In StockRocky Mountain

Percent In StockPuerto Rico

My Sites (Co2)My Sites (water)Global Map with OpU Sites

Welcome, Mae Harrison(Data Reviewer)

My Sites

My Dashboards

OpU Contacts

PeersOmar M.Mark R.


D


Update - 09/26/2017

Updates | Alerts


Update- 09/26/2017

Update- 09/26/2017

Update- 09/26/2017

Water (Bareloneta)


Update- 09/26/2017

Update- 09/26/2017



Update- 09/26/2017


Update- 09/26/2017



Search GO

20

10

0

-10

-20

-30Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

100.0%

90.00%

80.00%

70.00%

60.00% Nov2016

Dec2016

Jan2017

Feb2017

Mar2017

Apr2017

May2017

Jun2017

Jul2017

Aug2017 Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

100.0%

90.00%

80.00%

70.00%

60.00%Nov2016

Dec2016

Jan2017

Feb2017

Mar2017

Apr2017

May2017

Jun2017

Jul2017

Aug2017

100.0%

90.00%

80.00%

70.00%

60.00%Nov2016

Dec2016

Jan2017

Feb2017

Mar2017

Apr2017

May2017

Jun2017

Jul2017

Aug2017

Customizable viewsbetween users

and roles


Ability to create graphsand dashboard views from sites with enteredmetrics

Can communicate via Noteswith those on any level inorder to quickly conveyinformation about Alertsand updates


or follow individualsite metrics

5

System Administrator Dashboard ( persona : Omar Malik)

The wireframe below shows the dashboard of a System Administrator who has the same abilities to create dashboards and to approve roles to di�erent users. The System Administrator has a Task List pinned to his dashboard so that he can work through his daily tasks and see what needs to be done over the next week. He is able to adjust this by editing his dashboard and choosing what appears on the page.

% In Stock

Welcome, Omar Malik (System Administrator)

Task List: October 12, 2017Quick Contacts



Create New Repeat Deviation vis (Latin America)- Negative percent instock - Percent in stock dropped 20%

Create New Repeat Deviation vis (Latin America)- Lorem Ipsum

D


Update - 09/26/2017

Updates


Update- 09/26/2017

Update- 09/26/2017

Update- 09/26/2017

Water (Bareloneta)


Update- 09/26/2017

Update- 09/26/2017



Update- 09/26/2017


Update- 09/26/2017


Global Dashboard Update

Latin America


Latin America

BarelonetaLow percentage Instock

ChinaRepeat Deviation alert


Global Network Health


Search GO

Alerts

Q1 2016 Q2 2016 Q3 2016 Q3 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

Net Upside Revenue


and roles


Ability to create graphsand dashboard views from sites with enteredmetrics

Can communicate via Noteswith those on any level inorder to quickly conveyinformation about Alertsand updates


or follow individualsite metrics

6

Entry Dashboard ( persona : Mark Rossomano)

The wireframe below shows a Data Entry dashboard, this dashboard is specialized in entering metrics and creating reports. Most Data Entry invididuals want to be able to �nd and report metrics easily, with the search bar and my metrics they can easily do so.

3.2_Filter_search_result_-02

WastePuerto Rico

Co2Puerto Rico

WastePuerto Rico


Welcome, Mark Rossomano(Data Entry)

My Metrics

My Dashboard

Site Contacts

TeamOmar M.Mark R.

OpU LeadMae HNA LeadsCA Leads

D


Update - 09/26/2017

Updates | Alerts


Update- 09/26/2017

Update- 09/26/2017

Update- 09/26/2017

Water (Bareloneta)


Update- 09/26/2017

Update- 09/26/2017



Update- 09/26/2017


Update- 09/26/2017


Update


Search GO

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

20

10

0

-10

-20

-30Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

Apr 2016

May 2016

Jun 2016

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

WastePuerto Rico

Co2Puerto Rico

WastePuerto Rico



My Metrics

My Dashboards

Site Contacts

TeamOmar M.Mark R.


D


Update - 09/26/2017

Updates | Alerts


Update- 09/26/2017

Update- 09/26/2017

Update- 09/26/2017

Water (Bareloneta)


Update- 09/26/2017

Update- 09/26/2017



Update- 09/26/2017


Update- 09/26/2017


Update


Search GO

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

20

10

0

-10

-20

-30Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

Apr 2016

May 2016

Jun 2016

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %


and roles


Ability to update and enter any metrics necessary to keepsite up to date

Create and pin metrics fromown site to relay trendsand information to on-siteworkers

Ability to view siteson a global scaleto compare and

contrast sites

7

Chapter 2 : Search Patterns

Metrics

Bundled Dashboards

Search Results:

Search to begin!

Select Desired Graphs


Search GO

Search Pattern (Overview)

When clicking on the search option an active screen fades in, providing a selection of desired graphs, di�erent bundled dashboards, and metrics.The user however wants to �nd a speci�c dashboard, as he wants to �nd a speci�c report for his upcoming meeting. He needs to �nd a dashboard that will relay not only the information on metrics that he desires, but the speci�c location and time frame as well.

Graphical Sort basedon how you want

the data represented

Keyword search ability alongwith dropdown system

Search does not populatewith results until search hasbeen completes

Individual button dropdownmenus for ease in �ndingexact dimension on reports

9

Metrics

Bundled Dashboards

Apply filter to view result


Search GOSearch Results:

North America

Asia

Europe

Latin America

AMFA

Global

Regional

Sub Regional

Sites

Select Location RangeSelect Desired

Graphs

North America

Search Pattern (Location)

The user immediately goes to the sidebar and chooses to have only the charts he believes can display properly the information he is searching for. He then goes to Location button, where he knows he can find a dropdown menu of all regions, sub-regions, and sites that are within network. He chooses Regional location and all of the charts grouped by regional location appear. The user realizes that although the information is useful, he really only needs reports on North America. He selects this after Regional so that he can see only reports related to the North America Region.


In order to see a sub-set ofindividual sites, the usermust choose their regionand sub-region for the site

Location buttonallows user to choose fromany region, sub region, or site

10

In order to see individualregions, one must click on the regional tab �rst

Search results willshow the user

individual tags thatthe user can choose

to remove

Metrics

Bundled Dashboards




Select Date Range

Sort By Yearly

Start Date / /

Finish Date / /


North America

Search Pattern (Time Range and Unit)

The Executive wants to make sure that the results are the exact time rance he is looking for, so he decides to enter in a date range to the search. He realizes he doesn’t want any metrics on a quarterly scale, but rather a yearly scale to better show the amount of data he wants to present in the meeting.

11



to remove


Dropdown menu allowsyou to search for graphsby time unit such asyear, quarter, month,week, or day along the axis

Time button allows you toset a speci�c timeparameter for your search

Dates can be entered inboth manually and viacalendar

Metrics

Bundled Dashboards




Supply Reliability Metric Quality Compliance

Percent in Stock Net Upside Revenue

Cost/Value Delivery


North America

ClearApply

Search Pattern (Advanced Search - Multilayered Options)

The user then proceeds to the advanced search option. He is searching speci�cally for a Percent In Stock metric, and goes to the Supply Reliability tab to ensure he can �nd all metrics related to percent in stock.

12


Advanced search buttonallows user to choose fromover 30 di�erent metrics



to remove



Metrics

Bundled Dashboards




Cost/Value Delivery

PGS Upside Revenue $MM

PGS Lost revenue $MM

PGS Net Upside Revenue $MM

PGS New Product Milestone Achievement (GTS)


Percent in Stock

Intersite Service Levels

Manufacturing Attainment

Production Volume vs Plan of Record

Lead Time Attainment

Forecast Error

Forecast Bias

ClearApply

North America

Search Pattern (Advanced Search - Dropdown)

The user, after selecting the dropdown menu for all percent in stock metrics, sees all metrics relating to and under the umbrella of Percent in Stock. He notices that each metric is a clickable button in which he could press if he wanted to search for more than one metric.

13


When selecting a dropdownmenu, all those in the sub-menusystem can be seen and are clickable



to remove




Metrics

Bundled Dashboards




Cost/Value Delivery

ClearApply





Percent in Stock





Forecast Error

Forecast Bias


North America Percent in Stock

Search Pattern (Advanced Search - Percent in Stock)

As he selects areas from the dropdown menu, he noticesafter selecting one metric labled “Percent in stock” two other metrics become highlighted. He notes that the metrics highlighted are those most often related to the metrics he chose.


Those that are selectedwill be applied to the search


Search populates with both individual metricsand dashboards relating tothe parameters chosen andsuggested

Those that are nothighlighted are neithersuggestions nor selected

Clear allowsyou to disable all themetrics you have selected before the search process begins,which is done bypushing the applybutton



to remove

14

Those that are highlightedare suggestions forthe user to select



Metrics

Bundled Dashboards

Percent In Stock (North America)



Percent In Stock (North America) Percent In Stock (North America) Forecast Error (North America) Manufacturing attainment (North America)


700000

600000

500000

400000

300000

200000

100000

0Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017


Evaluation Quarter

Total GHG (Q1 2015-Q2 2017)

GH

G

Q1 2016 Q2 2016

Regional % Change GHG (Q12016-Q2 2017)

Q3 2016

% C

hang

e

Q4 2016 Q1 2017 Q2 2017

200

150

100

50

0

-50

-100

20

10

0

-10

-20

-30Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

% C

hang

e

Quarter

20

10

0

-10

-20

-30Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

% C

hang

e

Quarter

700000

600000

500000

400000

300000

200000

100000

0Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017


Evaluation Quarter

Total GHG (Q1 2015-Q2 2017)

700000

600000

500000

400000

300000

200000

100000

0Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017


Evaluation Quarter

Total GHG (Q1 2015-Q2 2017)

GH

G

Q1 2016 Q2 2016


Q3 2016

% C

hang

e

Q4 2016 Q1 2017 Q2 2017

200

150

100

50

0

-50

-100

Q1 2016 Q2 2016


Q3 2016

% C

hang

e

Q4 2016 Q1 2017 Q2 2017

200

150

100

50

0

-50

-100

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

700000

600000

500000

400000

300000

200000

100000

0

700000

600000

500000

400000

300000

200000

100000

0Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017


Total GHG (Q1 2015-Q2 2017)

GH

G

Evaluation Quarter

Q1 2016 Q2 2016


Q3 2016

% C

hang

e

Q4 2016 Q1 2017 Q2 2017

200

150

100

50

0

-50

-100

700000

600000

500000

400000

300000

200000

100000

0Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017


Evaluation Quarter

Total GHG (Q1 2015-Q2 2017)

GH

G

Q1 2016 Q2 2016


Q3 2016

% C

hang

e

Q4 2016 Q1 2017 Q2 2017

200

150

100

50

0

-50

-100

20

10

0

-10

-20

-30Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

% C

hang

e

QuarterQ1 2016 Q2 2016


Q3 2016

% C

hang

e

Q4 2016 Q1 2017 Q2 2017

200

150

100

50

0

-50

-100

North America Percent in Stock Manufacturing Attainment Forecast Error

Search Pattern (Results)

After the user clicks apply he can see all of the metrics and dashboards that have populated because of the tags that he has chosen. He has the ability to cancel out these tags to see a larger variety of metrics, or add more to �lter down his search. Once the user �nds a metric he likes, he can pin this to his dashboard, drill down on the metric, or share it with others.

User can click onbundle and see

all graphs containedin result

16

Search populatesautomatically with

both individual metricsand dashboards relating tothe parameters chosen and

suggested

Ability to click anddrill down on

all dashboards orreports



to remove

Chapter 3 : Metrics Drilldown

Global (all) Percent change GHG Q1 2016 - Q2 2017



D


Update - 09/26/2017



Update- 09/26/2017

Update- 09/26/2017

Update- 09/26/2017

Water (Bareloneta)


Update- 09/26/2017

Update- 09/26/2017



Update- 09/26/2017


Update- 09/26/2017



Search GO

Regional

700000

600000

500000

400000

300000

200000

100000

0Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017


GH

G

Evaluation Quarter

Global % Change GHG Q1

2015-Q2 2017

Drill Down

Compare

Pin to home

Share

Subscribe

North America

Asia

Europe

Latin America

Africa / Middle East

Regional

Sub Regional

Site

Drill Down (Global Metric)

This wireframe is an example of a Global P�zer-wide Metric that has been monitored and reported over the course of Quarter 1 2016 to Quarter 2 2017. It displayed the total percent change in Greenhouse Gasses, which is an Environmental and Saftey metric. However, this graph alone does not give proper explanation into what is going on beneath the surface of the P�zer manufacturing system. In order to do so, we as the user have the ability to drill down into this metric to see what informaion is available.

Metric or graphexpands to �ll

entire page

Breadcrumb systemthat allows the userto change between

graphs he has drilled down on

This drill down allows you to go deeper into the graph on a location-based level

Calculation ofindividual sites

on a globalscale

18

Once Regional is selectedall regions appear for the abilityto drill down further

Drill Down (Regional Metric)

As you can see, this wireframe has been drilled down from the Global report to a Regional report. This allows the user to properly observe how the Global percent change was a�ected on a Regional level, so that the user can analyze the information and �nd speci�c rises or falls in CO2 Emissions.

Regional (North America)Percent change GHG Q1 2016 - Q2 2017



D


Update - 09/26/2017



Update- 09/26/2017

Update- 09/26/2017

Update- 09/26/2017

Water (Bareloneta)


Update- 09/26/2017

Update- 09/26/2017



Update- 09/26/2017


Update- 09/26/2017



Search GO

Regional

20

10

0

-10

-20

-30Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017


2015-Q2 2017

Regional % Change GHG

Q1 2016-Q2 2017

Drill Down

Compare

Pin to home

Share

Subscribe

United States

Canada

Mexico

Puerto Rico

Regional

Site

Sub Regional

19


entire page





on a regionalscale

Once Sub-Regional is selectedall sub-regions appear for the ability to drill down further

Drill Down (Sub-Regional Metric)

Once again we are able to drill down into the metrics to properly assess the percent of change on a sub-regional level. This would be useful to see if a speci�c area had been impacted over the course of time and how that has impacted the metric overall. When referenced against metrics in the previous year for the same quarter, the user is able to draw conclusions on whether P�zer was above or below the expected value. It can also give sigini�cant insight as to whether P�zer is growing as a corporation over a year to year basis.

Sub Regional (United States)Percent change GHG Q1 2016 - Q2 2017



D


Update - 09/26/2017



Update- 09/26/2017

Update- 09/26/2017

Update- 09/26/2017

Water (Bareloneta)


Update- 09/26/2017

Update- 09/26/2017



Update- 09/26/2017


Update- 09/26/2017



Search GO

Regional


2015-Q2 2017


Q1 2016-Q2 2017

Sub-Regional % Change GHG

Q1 2016-Q2 2017

700000

600000

500000

400000

300000

200000

100000

0Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017


Evaluation Quarter

GH

G

Drill Down

Compare

Pin to home

Share

Subscribe

Rocky Mountain

Kalamazoo

Groton (WRD)

Pearl River

Barceloneta

Regional

Sub Regional

Sites

20


entire page





on a sub-regionalscale

Once Regional is selectedall regions appear for the abilityto drill down further

Drill Down (Site Level Metric)

Finally we are able to see a speci�c site in North America, Rocky Mountain, that might have had a recent decline in their percent of change metrics over the past couple Quarters. With this drill down method, we can see now that this site had an impact in overall P�zer metrics for Q3 2016 and Q4 2016, however after some time they have regained growth. This metric can be pinned to the dashboard of the executive for later review to monitor and see if they have permanently changed their course.

Site (Rocky Mountain)Percent change GHG Q1 2016 - Q2 2017



D


Update - 09/26/2017



Update- 09/26/2017

Update- 09/26/2017

Update- 09/26/2017

Water (Bareloneta)


Update- 09/26/2017

Update- 09/26/2017



Update- 09/26/2017


Update- 09/26/2017



Search GO

Regional

20

10

0

-10

-20

-30Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

% C

hang

e

Quarter

Sites% Change GHG

Q1 2016-Q2 2017


2015-Q2 2017


Q1 2016-Q2 2017

Sub-Regional % Change GHG

Q1 2016-Q2 2017

21


entire page




on a sub-regionalscale



Metrics

Bundled Dashboards





Cost/Value Delivery

Percent in Stock





Forecast Error

Forecast Bias





ClearApply

North America Percent in Stock Manufacturing Attainment Forecast Error

Search Pattern (Advanced Search - Suggestions)

After the user sees these highlighted metrics he realizes they pertain to the reports he wants to see. He clicks on the other two highlighted metrics and they appear at the top page, underneath the search results. He then decides to click apply to see what kind of reports appear in his search.

15


Once the user selectsthe suggested optionsthose too can be appliedto the search




to remove

Apply button implementsthe metrics chosen intothe search

Chapter 4 : Threaded Alerts

Storm Warning (persona: Jackson Clark)

The user, while viewing his dashboard, sees that he has an update on the proceedings in Puerto Rico, which was impacted by a recent Hurricane. He quickly sends a note to the System Administrator asking to be updated immediately of the situation.



Regional

Global Percent in stock Canada United States


Quick Contacts




Update - 09/26/2017



Update- 09/26/2017

Update- 09/26/2017

Update- 09/26/2017

Water (Bareloneta)


Update- 09/26/2017

Update- 09/26/2017



Update- 09/26/2017


Update- 09/26/2017


700000

600000

500000

400000

300000

200000

100000

0Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017


20

10

0

-10

-20

-30Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

Drill Down

Compare

Pin to home

Share

Subscribe


Search GO

Add Contacts

Edit Dashboard

Manage Alerts

Edit Profile

Storm Warning

Puerto Rico | 5:40 PM ASTSatellite estimates, recent rainfall, and available river gauge reports indicate that continued areas of flooding across portions of Puerto Rico are likely through the overnight hours tonight. Some areas are likely to receive additionalrainfall amounts of 1 to 2 inches over the next day or so, which could enhance flooding concerns.

Send Note

Module speci�cally forimportant memos about metrics and reports

Updates, Alerts, and Notesrecieved daily according tosubscriptions and contactwith others on the platform

When Update is clicked ona popup is presented on the screen giving a description and ability to send a note to any contact

23

Storm Warning (persona: Omar Malik)

As Omar opens up his dashboard, he sees that he has a note from an Executive on a Hurricane update. He would like to be informed of the situation, but as he has been busy with other regions he believes the Data Reviewer would have more information on the situation at hand. He loops Mae into the conversation as she is in charge of reporting for the Latin America sub-region.

% In Stock

Welcome, Omar Malik (System Administrator)

Task List: October 12, 2017Quick Contacts



Create New Repeat Deviation vis (Latin America)- Negative percent instock- Percent in stock dropped 20%

Create New Repeat Deviation vis (Latin America)- Lorem Ipsum

D


Update - 09/26/2017

Updates


Update- 09/26/2017

Update- 09/26/2017

Update- 09/26/2017

Water (Bareloneta)


Update- 09/26/2017

Update- 09/26/2017



Update- 09/26/2017


Update- 09/26/2017



Latin America


Latin America

BarelonetaLow percentage Instock



Global Network Health


Search GO

Alerts

Q1 2016 Q2 2016 Q3 2016 Q3 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

Net Upside RevenueStorm Warning

Puerto Rico | 5:40 PM AST

Mae, can we get an update on personel and contact our PR ventors?

Omar, please update me on the situation in PR ASAP.

Storm Warning

Puerto Rico| 5:40 pm AST satellite estimates, recent rainfaill.

Send Note

OM

JC

24

New update appearsand is displayed forthe user to see

If update has note(s) attached it will display in update for user to see and respond


Storm Warning (persona: Mae Harrison)

As the Hurricane gets closer, Mae is trying everything she can to help the sites in her area. She has already contacted vendors to let them know what is going on, once she receives notes from both Jackson and Omar she relays all information she has to them and also loops in the Data Entry role for the Puerto Rico site as he will have the most updated information.

Percent In StockKalamazoo

Percent In StockRocky Mountain

Percent In StockPuerto Rico


Welcome, Mae Harrison(Data Reviewer)

My Sites

My Dashboards

OpU Contacts

PeersOmar M.Mark R.


D


Update - 09/26/2017

Updates | Alerts


Update- 09/26/2017

Update- 09/26/2017

Update- 09/26/2017

Water (Bareloneta)


Update- 09/26/2017

Update- 09/26/2017



Update- 09/26/2017


Update- 09/26/2017



Search GO

20

10

0

-10

-20

-30Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

100.0%

90.00%

80.00%

70.00%

60.00% Nov2016

Dec2016

Jan2017

Feb2017

Mar2017

Apr2017

May2017

Jun2017

Jul2017

Aug2017

100.0%

90.00%

80.00%

70.00%

60.00%Nov2016

Dec2016

Jan2017

Feb2017

Mar2017

Apr2017

May2017

Jun2017

Jul2017

Aug2017

100.0%

90.00%

80.00%

70.00%

60.00%Nov2016

Dec2016

Jan2017

Feb2017

Mar2017

Apr2017

May2017

Jun2017

Jul2017

Aug2017

Add Contact(s)

Edit Dashboard

Manage Alerts

Edit Profile

Storm Warning

Puerto Rico | 5:40 PM AST

We have reached out to the Puerto Rico Vendors to let them know whats going on. Mark, can update us on the environmental impact?

May, can we get an update on personel and contact our PR ventors?

Omar, please update me on the situation in PR ASAP.

Send Note

MH

OM

JC

25


If update has note(s) attached it will display in update for user to see and respond


WastePuerto Rico

Co2Puerto Rico

WastePuerto Rico



My Metrics

My Dashboards

Site Contacts

TeamOmar M.Mark R.


D


Update - 09/26/2017

Updates | Alerts


Update- 09/26/2017

Update- 09/26/2017

Update- 09/26/2017

Water (Bareloneta)


Update- 09/26/2017

Update- 09/26/2017



Update- 09/26/2017


Update- 09/26/2017


Update


Search GO

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

20

10

0

-10

-20

-30Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

Apr 2016

May 2016

Jun 2016

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

MHOMJC

Add Contact(s)

Edit Dashboard

Manage Alerts

Edit Profile

Storm Warning (persona: Mark Rossomano)

Mark has been looking at di�erent Environmental Safetry metrics for the past couple hours, he sees that the Executive and many others are concerned with what is goign on from both a PR and Envrionmental Safety level. He opens up all of their notes and informs them of all of the recent proceedings surrounding Puerto Rico and how this a�ects the company. He suggests they all monitor the situation by pinning the Puerto Rico Map Dashboard to their home page in order to keep as updated as possible.

26


If update is collapsed user willstill be able to see notesattached

Chapter 5 : Report Views

Global Map Report View

When selecting on a speci�c Global Map Dashboard view, the user is taken to this page where he can see not only the map but also the site metrics next to it. The user knows that there were multiple hurricanes recently in the Carribean area, and he wonders how this has a�ected metrics being reported and entered. He decides to dig deeper to see what has happened.

Quick Contacts




Global Sites

Kalamazoo (PGS)

Repeat Deviations

Net Upside Revenue

Rocky Mount

Puerto Rico

Map Filter


Search GO

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

20

10

0

-10

-20

-30Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

400000

300000

200000

100000

0

Sites can beviewed and analyzed

on a geographicallevel

Sites can be viewed on themap by region or sub-region according to theirlocation

Can �lter the map down insize to region or sub-region

Each site is clickablein order to viewmore site-level

metrics

28

Global Map Site View

The user is taken to the Puerto Rico Site Page, where he can view all of the metrics reported in the past quarter updated live daily. He views each one carefully noting that he wants to save the Environmental Safety Metrics to his dashboard for later. He also sees that cost savings hasn’t been updated for the last month, and sends a note to his System Administrator asking if this metric was impacted by the recent storms.

OpUEnvironmentalFinancialInventory

Leaders Sam B. Anne R.

Team(s)

5% drop of In Stock drop

15% increase of Waste production

2 % rop in water


Puerto Rico Contacts North America – Net Upside Revenue

Safety IndicatorRepeat Deviations

Puerto Rico

Update

New Note

Safety Indicator

WaterC02Waste

Cost SavingsNet Upside Revenue


Search GO

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

Q1 2016 Q2 2016 Q3 2016 Q3 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Aug 2016

Sep 2016

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

29

Site card can be seenwith all metrics related

to and recorded bysite data entry

All metrics or groupsor metrics can bespeci�cally conversed about using note feature

All metrics or groupsof metrics can be pinned tothe user’s dashboard

All graphs createdby reviewer or

data entry can beseen on site card

All metrics or groups ofmetrics can be subscribedto so that the user may beable to recieve updates as soon as they occur

Chapter 6 : Module De�nition



Regional

Global Percent in stock Canada United States


Quick Contacts




Update - 09/26/2017



Update- 09/26/2017

Update- 09/26/2017

Update- 09/26/2017

Water (Bareloneta)


Update- 09/26/2017

Update- 09/26/2017



Update- 09/26/2017


Update- 09/26/2017


700000

600000

500000

400000

300000

200000

100000

0Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017


20

10

0

-10

-20

-30Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

Dec 2015

Jan 2016

Feb 2016

Mar 2016

Apr 2016

May 2016

Jun 2016

Jul 2016

Aug 2016

Sep 2016

Oct 2016

Nov 2016

Dec 2016

Jan 2017

Feb 2017

Mar 2017

Apr 2017

May 2017

Jun 2017

Jul 2017

Aug 2017

102.0%

100.0%

98.0%

96.0 %

94.0 %

92.0 %

90.0 %

88.0 %

86.0 %

84.0 %

Drill Down

Compare

Pin to home

Share

Subscribe


Search GO

Add Contacts

Edit Dashboard

Manage Alerts

Edit Profile

Module De�nition (All User)

The dashboard below illustrates the many things the user can do simply from their home page. When the user clicks the hamburger menu, they have te ability to edit their pro�le, manage alerts, add contacts, or edit their dashboard by deleting pinned metrics or reports. The user is also able to manipulate the metrics and reports on their dashboard including comparing them to other metrics, pinning them to their home screen, sharing them to others, and subscribing to updates and noti�cations for that metric when there is new information provided.

Ability to update ormanipulate

Pinned Global Metrics in a variety

of ways

Edit personal info or picture

Breadcrumb system allowsusers to toggle between importantmemos about metrics

31

Change alert systemto meet user’s needs

Add and Edit quickcontact system

Change the way theuser’s dashboard

appears

Documents

Internal KPI and Search System - WordPress.comdesigndamselblog.files.wordpress.com/2018/04/artboard-13.pdfChapter 2 : Search Pattern Chapter 3 : Metrics Drilldown Chapter 4 : Threaded