Fecha de publicación: 12/04/2020
Vigencia: 12/04/2021
Última revisión: 12/03/2020
Generado por: Sofia Alejandra Del Toro Runzer (SADT1)
Área responsable: Métricos
DXC Non-Contractual Metrics
Report Performance
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INDEX
1. Objetive ...................................................................................................................... 4
2. Operating Guidelines ................................................................................................. 4
3. Process Overview ................................................................................................ 4 - 5
3.1 Inputs and Outputs ................................................................................................. 4
3.2 Participants ............................................................................................................. 4
3.3 Metrics .................................................................................................................... 5
3.4 Risks ....................................................................................................................... 5
4. Cross Functional Flowchart................................................................................... 6 - 7
4.1 Main Process – Metrics Digitization ....................................................................... 6
4.2 Sub process – Active WBS ..................................................................................... 6
4.3 Sub process – Upload data .................................................................................... 6
4.4 Sub process – Report ............................................................................................. 7
5. Process Scripts ................................................................................................... 7 - 11
5.1 Main Process Script – Metrics Digitization ............................................................. 7
5.2 Sub Process Script – Active WBS .......................................................................... 8
5.3 Sub Process Script – Upload data ................................................................... 8 - 10
5.4 Sub Process Script – Report ......................................................................... 10 - 11
6. Annexes ................................................................................................................... 11
6.1 Glossary ................................................................................................................... 11
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Document Name: DXC Non-Contractual Metrics SOP Report Performance
Data Classification: Internal
Disclaimer
The contents of this document are property of Softtek and are for internal use only.
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Audience / Viewership Purpose
Revision Chart
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Expiration
01 12/7/2020 Creation SADT1 12/7/2020
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1. Objective
Standardized the DXC non contractual metrics report process ensuring the results
visibility.
2. Operating Guidelines
2.1. Every 1st Labor Day of the month, the metrics leader upload to the SharePoint the
data which in the future will be used to calculate the metrics.
2.2. The DMs Will have 5 days to validate the data previously uploaded.
2.3. The metrics leader must create the DHDs in relation to Project changes so that
there is no problem when loading the metrics.
2.4. The fifth day of each month the data will be download and metrics will be
calculated.
2.4.1. Report will be sent to PPM
2.4.2. Records will be safe in the history data base.
2.4.3. Metrics will be reported in the SharePoint
2.5. Every 10th PPM portlet should be review with the metrics upload.
3. Process Overview
3.1. Inputs and outputs
3.1.1. Inputs
3.1.1.1. HCPID: SharePoint to obtain information about active WBS
3.1.1.2. HCLog: SharePoint to obtain information about each collaborator
working in each active WBS.
3.1.1.3. PPM: platform to obtain reports related to the projects.
3.1.1.4. SOW.KPI Data: SharePoint to capture and validate data.
3.1.1.5. DXC-Metrics: Excel file to prepare the report and perform the
respective validations
3.1.2. Outputs
3.1.2.1. Excel file in .CSV format to register metrics in PPM.
3.1.2.2. DXC metrics refresh with the historic.
3.1.2.3. Dashboard digitized in PPM.
3.1.2.4. Dashboard digitized in Power BI.
3.2. Participants
3.2.1. Metrics analyst: capture the data; make the report, verify it and send it;
save historical data in the corresponding dashboard.
3.2.2. DMs: validate the uploaded data and close your projects.
3.2.3. PPM analyst: receive the report and upload the logs to the appropriate
portlet in PPM.
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3.3. Metrics
3.3.1. Validated data of each active WBS of each DM
3.3.1.1. Formula: % Data validated of each active WBS of each DM
3.3.1.2. Min-Max:
• Min: 0%
• Target: 100%
• Max: 100%
3.3.1.3. Periodicity: monthly
3.4. Risks
3.4.1. Leader metrics change
3.4.1.1. Description: Leader metrics change role
3.4.1.2. Mitigation plan: Safe files in the SharePoint
3.4.1.3. Severity: HIGH
3.4.1.4. Frequency: LOW
3.4.2. Technical failures in the file
3.4.2.1. Description: Technical failures due to big data
3.4.2.2. Mitigation plan: Safe a copy in the SharePoint
3.4.2.3. Severity: HIGH
3.4.2.4. Frequency: MEDIUM
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4. Cross functional flowchart
4.1. Main process – Metrics digitization
4.2. Sub Process – Active WBS
4.3. Sub Process – Upload data
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4.4. Sub Process – Report performance
5. Process Script
5.1. Main Process script – Metrics digitization
1. Before loading the data, the active projects of the month must be validated.
Note: If the DM answers that a project is no longer active, ask him to update the
information in HCPID and in PPM (expecting a technical closure soon).
2. The 1st labor day data of each active project will be upload.
3. After 5 days, the validated data will be downloaded into the corresponding file
and the report will be made.
4. The report goes to a validation stage where each record is compared with the
information in PPM.
Note: It is extremely important that at this stage no record shows an error, since
the file will not be loaded and the notes of the DMs in ppm will be affected.
5. Wait a maximum of 5 days for the upload to PPM and the portlet of the HP
metrics display the records of the month sent.
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5.2. Script Sub Process – WBS Active
1. Refresh database HCPID.
2. Refresh formula in column N “Active” to analyze the correct month.
3. Validate with each DM
4. Once WBS were validated, update the information in Active WBS History.
5. Refresh the pivot tables 1 to 3 in PT. In pivot table 2 is necessary to change the
filter to the analyzed month.
5.3 Sub Process Script – Data upload
1. Refresh database HCLog.
2. Refresh dates in cells CB1 y CC1 for analyze the correct month.
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3. Download and update PPM reports about PHR and Client assets.
a. Sign-in PPM
b. Saved searches: Actual PHR and Client Asset
c. Modify Search
d. Update to active WBS and change dates
e. Save and replace.
f. Search and obtain the repot
g. Export to Excel
h. Replace the report for the one in the excel file – Reports, PHR columns G
– J and Client assets columns L – R.
4. Refresh pivot tables 4 to 8 in PT. For pivot tables 5 and 6 is necessary to
change the filter of Termination Date.
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5. Replace the obtained information in the pivot tables into the SOW.KPI Data
SharePoint, considering the option of creating new records and/or deleting
previous records.
6. Notify through a mail the DMs that data are ready to be validated.
5.4 Script del Sub Process – Report performance
1. Refresh SOWKPIData
2. Get the IPS – Customer report and replace it in the Reports
a. Signed - in ppm
b. Get into the save dashboard: Customer CTQ – ISP
c. Modify the dashboard to search for the records of active WBS.
d. Obtain the dashboard by exporting it to excel
e. Replace the report in Reports columns A – D y adjust column E.
3. Adjust DXC to that get the correct records of each project.
4. Adjust columns G and H. Validate that the formula in column H contemplate
every record in the Customer CTQ – ISP file.
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5. Verify that in column H there is no mistake.
6. Copy column WBS (A) to column METRICVALUE (F) and paste the values in
the .CSV excel file called DHD Metrics upload. This .CSV file is the one that
will be upload in the DHD.
6. Annexes
6.1 Glossary
▪ CSV (Comma delimited) (comma separated values): Excel format in which the final
report is saved.
▪ CTQ.Alias (Critical to Quality. Alias): form of each metric per WBS, company name
+ metrics name + blank space + practice, example: DXCExcessive Attrition ITIS.
▪ Customer CTQ: section in the ISP of each WBS where the information of the
expected metrics is.
▪ DHD (Digitalization Help Desk): help ticket to refresh the information in PPM, in
this case used to change the CTQ Alias or upload the report.
▪ DMs/DM (Delivery Managers): person in charge of data validation of their projects.
▪ HP (Hewlett Packard): account name
▪ HCPID (Head Count Project Identification): SharePoint where information of every
WBS can be found.
▪ ISP (Initialize Software Project): assigned number of each WBS in PPM
▪ ISP - Customer CTQ: portlet in PPM where each ISP could be reviewed
▪ Metrics DXC: file where report is made
▪ Portlet: dashboard in PPM that presents information in a database form.
▪ PPM (Project and Portfolio Management Center): web page where the information
of each ISP is reviewed
▪ QAs (Quality Analyst): people in charge of a specific set of WBS
▪ Query: excel file that provides the basis for an excel document to be updated with
a SharePoint
▪ SMs (Service Manager): people in charge of a specific set of WBS
▪ SOW (Statement of Work): HP contract.
▪ SOW.KPIData (Key Performance Indicator): SharePoint where metrics leader
uploads the data for each project and later the DMs validate them.
▪ WBS (Work Breakdown Structure): project from which metrics will be recorded
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