A new KPI workflows that allows the Contractor to submit the performance reports at agreed intervals and a final performance assessment as per NEC3/4 ECC/TSC?PSC X20. The workflows will also allow an admin to input the X20 Incentive schedule used to calculate performance payments and report on performance e.g. KPI Ref field, KPI categories, Calculation method, Score banding and Indicator score. The performance report will be displayed in a KPI Reports register and provide a KPI dashboard referenced. The existing notification workflows will support the Contractor submission of a proposal when he missed a KPI like in X20.3. The admin panel will allow admins to update the incentive schedule to add additional KPIs to the incentive schedule as per X20.5 (or remove although unamended NEC doesn’t allow this). The registers of the KPI reports can be exported for individual project teams and also across your whole business or business divisions e.g. aggregated report across all contracts. The workflow will also allow additional functionality beyond X20 to allow the PM to reply to the KPI reports e.g. acceptance of KPI performance report. NEC is silent on this. The new workflow will allow the import of historic performance data.
Admin panel
A new toggle on contract overview page to allow admins to decide whether KPIs apply to a contract or not and if they apply the admin can input in a new field the “KPI reporting period” in days. System config setting allows allow system owners to decide if this feature is visible to system admins.
New KPI admin page under each contract which capture incentive schedule and ability to add, delete and amend the KPIs. The page allows a superuser or system admin user to add a KPI with:-
• KPI title,
• KPI reference,
• KPI description,
• KPI score yes/no,
• KPI scoring methodology (if applicable),
• KPI target score (if applicable) and
• KPI performance payment per period (if applicable).
New KPI schedule will be displayed on the same page which lists of all the KPI and variables and allow the user to search, filter and export in CSV the schedule. This page is only visible if the toggle on the contract overview page in selected. An example id provided below.
Title Reference Description Scored Scoring methodology Target Performance payment
New KPI admin page will allow admin to preselect from a library of KPIs. Each will include a title, reference, description, scoring methodology, target and performance payment amount. These include:-
• Completion date variance
• Cost per square metre
• Accident Frequency Rate
• Lost Time Injury Frequency Rate
• Health and Safety Notices
• Non-conformance notices
• Defects
• Customer Satisfaction
• Timeliness of programme submissions
• Achievement of key dates
• CE missing EWNs
• CE Quote vs amount assessed
• Payment application vs certificate
• Number of replies outside period for reply
• Number of design submission not accepted
• Payment of subcontractors on time
• Performance against cashflow
• Deductions for uncorrected defects
This workflows will draw on the existing APIs of the platform.
Contracts UI
New KPI menu item on each contract under the contract setting that allows all user who can access the contract to view the KPI schedule. Admin users will be able to add, remove and edit KPI from the page or the admin page.
New “KPI” master workflow, template workflow group and workflow which display dynamically if configured. Workflows provide same functionality as existing workflows e.g. can be rename, sorted in order in menu, be configured to allow different user types to create, view drafts, send and draft replies, send replies and configure who can be notified by email, etc. Toggle to decide if workflows requires reply or not. The template editor will allow admins to decide if an additional commentary field is required, when submit a KPI report, but the bulk of the KPI fields on the form will be dynamically displayed based on the incentive schedule. By default this new workflows will allow Suppliers to report on all KPIs on each contract, from the Create new button.
The “KPI Report” form will show in this order:-
• Report title/subject,
• Report date (date selector),
• “details” field that allows the user to insert an additional commentary (This details field can be hidden via the template editor), and
• dynamically the KPIs listed in the KPI schedule for the contract including the KPI title, KPI reference, KPI description, KPI scoring methodology and KPI target score) for each KPI and allow the user to insert a KPI score against each KPI and create a draft. a date selector for the “Report date”.
The draft KPI report will show:
• the report title,
• date report was created,
• the report date selected,
• the details content e.g. commentary,
• state how many of the KPIs have been achieved and how much is owed, based on the target and performance payment and
• list each KPI title, description, target and KPI performance for the period.
If the admin adds or amends the KPIs in the KPI schedule, the subsequent KPIs reports will show the only amended KPIs and associated information.
Each KPI report will be listed in a KPI Report Summary Register under the workflows which shows:-
• Report id
• Report title
• Report period (report date)
• Date created
• Created by
• % of KPI achieved as a percentage with RAG status (Green 100%, amber 50-99% and less than 50% red)
• Dynamically show reply due date and reply receive date if the reply action is configured
• Reply status (Accepted/Not Accepted/Awaiting acceptance)
A further KPI Report Detailed Register under the workflows which shows:-
• Report id
• Report title
• Report period (report date)
• Date created
• KPI Title
• Each KPI title in period
• Each KPI description in period,
• Each target in period
• Each KPI performance for the period
• Each KPI performance payment in period
• % of KPI achieved as a percentage with RAG status (Green 100%, amber 50-99% and less than 50% red)
• Dynamically show reply due date and reply receive date if the reply action is configured
• Reply status (Accepted/Not Accepted/Awaiting acceptance)
[consider a consolidated single register]
This register allows users to export the results of all KPI performances over the contract.
A further Aggregated KPI Register under the Aggregated Reports tab which shows:-
• Company
• Project
• Contract
• Hub
• Area
• Report id
• Report title
• Report period (report date)
• Date created
• KPI Title
• Each KPI title in period
• Each KPI description in period,
• Each target in period
• Each KPI performance for the period
• Each KPi performance payment in period
• % of KPI achieved as a percentage with RAG status (Green 100%, amber 50-99% and less than 50% red)
• Dynamically show reply due date and reply receive date if the reply action is configured
• Reply status (Accepted/Not Accepted/Awaiting acceptance)
The registers will allow the user to search, filter and sort each column and the register as a whole and also export the register in csv.