Business & Governance S16

Management Review

Centralizes department KPI targets with real-time performance dashboards for management review meetings.

Business & Governance / S16

8 features inside Management Review.

KPI Master Configuration

Defines the KPIs that are measured.

Department target management across all departments

Management Review holds the targets each department is measured against and the actuals that answer them. KPIs are configured once, targets are set per department, and the dashboard compares target against actual as the month's data arrives. Actions agreed in the review are tracked afterwards, and the minutes stay with the meeting that produced them.

What this module does

The module centralizes department KPI targets with real-time performance dashboards for management review meetings.

KPI master configuration defines what is measured. Department target setting holds the target for each. Monthly data collection brings the actuals in, and the target versus actual dashboard shows the position with traffic-light indicators. Action plans agreed in the review are tracked to completion, review meeting minutes are held against the meeting, and trend analysis charts and executive summary reports show the longer picture.

Highlights

  • KPI traffic-light indicators
  • Automated data aggregation
  • Meeting minutes archive

Included with every Optimo360 module

  • Role-based access control
  • Email and SMS notifications
  • Report export to PDF and Excel
  • Audit trail

Related modules

  • Sales Management — supplies commercial performance to the review
  • Audit Management — supplies audit findings and corrective action status
  • Production Planning & Management — supplies schedule adherence and output
  • Centralized Document Management System — holds the controlled documents the review refers to

Bring one department's KPIs and see target against actual in one view. Request a demo.

Inside the module

Features that follow the work from input to evidence.

01

KPI Master Configuration

Defines the KPIs that are measured.

02

Department Target Setting

Holds the target set for each department.

03

Monthly Data Collection

Collects the monthly actuals against each KPI.

04

Target vs Actual Dashboard

Compares target against actual.

05

Action Plan Tracking

Tracks the action plans agreed in review.

06

Review Meeting Minutes

Holds the minutes of the review meeting.

07

Trend Analysis Charts

Shows KPI trends over time.

08

Executive Summary Reports

Reports the summary position for management.

A practical first step

See this module against your own process.

Bring one workflow, one recurring exception and the evidence your team currently rebuilds by hand.

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