Scorecard reporting system

• US 8,335,730 B2
• Filed: 07/02/2010
• Issued: 12/18/2012
• Est. Priority Date: 07/19/2005
• Status: Active Grant

• Current Assignee: Accenture Global Services Limited (Accenture PLC)
• Original Assignee: Accenture Global Services Limited (Accenture PLC)
• Inventors: Davidson, David A., Elsky, Scott P., Parkan, William A.
• Primary Examiner(s): Zare, Scott
• Assistant Examiner(s): Crawley, Talia
• Application Number:
  US12/830,171
• Publication Number:
  US 20100299279A1
• Time in Patent Office: 900 Days
• Field of Search: 705/31, 705/11
• US Class Current: 705/31
• CPC Class Codes: G06Q 20/207 Tax processing
• CPC Class Codes: G06Q 30/0282 Rating or review of business operators or products
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03
• CPC Class Codes: G06Q 40/123 Tax preparation or submission

Abstract

A data processing system generates a scorecard analysis that displays multiple scorecard windows, each directed to a specific different perspective on a particular business function. Each perspective may have at least one corresponding objective, and each objective may have at least one corresponding key performance indicator. Each scorecard may include drill down capability from a top level analysis to more detailed information on a perspective, objective, or key performance indicator.

Claims

1. A data processing system for scorecard reporting, the data processing system comprising:

a processor;

a memory coupled to the processor, the memory comprising;

a scorecard database comprising performance data for a particular business function; and

a metrics processing program operable to generate;

evaluated key performance indicators for the particular business function based upon the performance data;

evaluated objectives for the particular business function based upon the evaluated key performance indicators; and

multiple different perspectives for the particular business function based upon the evaluated objectives;

wherein the processor is operable to generate a scorecard display comprising a different scorecard window for each of the multiple different perspectives, each different scorecard window for a particular one of the multiple different perspectives, and comprising;

at least one of the evaluated objectives underlying the particular one of the multiple different perspectives for the scorecard window in which the at least one evaluated objective is displayed; and

at least one of the evaluated key performance indicators underlying at least one of the evaluated objectives displayed in each scorecard window.

2. The data processing system of claim 1, where:

the multiple different perspectives comprise a finance excellence perspective;

the different scorecard windows comprise a finance excellence scorecard window; and

the evaluated objectives include a finance excellence objective, the finance excellence scorecard window further comprising;

a finance excellence objective link that accesses an underlying informational window for the finance excellence objective, the underlying informational window comprising attribute names and attribute values for the finance excellence objective.

3. The data processing system of claim 1, where:

the multiple different perspectives comprise a business process excellence perspective;

the different scorecard windows comprise a business process excellence scorecard window; and

the evaluated objectives include a business process excellence objective, the business process excellence scorecard window further comprising;

a business process excellence objective link that accesses an underlying informational window for the business process excellence objective, the underlying informational window comprising attribute names and attribute values for the business process excellence objective.

4. The data processing system of claim 1, where:

the multiple different perspectives comprise an employee excellence perspective;

the different scorecard windows comprise an employee excellence scorecard window; and

the evaluated objectives include an employee excellence objective, the employee excellence scorecard window further comprising;

an employee excellence objective link that accesses an underlying informational window for the employee excellence objective, the underlying informational window comprising attribute names and attribute values for the employee excellence objective.

5. The data processing system of claim 1, where:

the multiple different perspectives comprise a tax excellence perspective;

the different scorecard windows comprise a tax excellence scorecard window; and

the evaluated objectives include a tax excellence objective, the tax excellence scorecard window further comprising;

a tax excellence objective link that accesses an underlying informational window for the tax excellence objective, the underlying informational window comprising attribute names and attribute values for the tax excellence objective.

6. The data processing system of claim 1, where at least one of the different scorecard windows comprises:

a status indicator icon summarizing status for at least one of the evaluated objectives.

7. The data processing system of claim 1, where at least one of the different scorecard windows comprises:

a time slice selector operable to accept a selection of a specific time period to view.

8. A scorecard reporting method comprising:

storing performance data for a particular business function in a memory;

executing a metrics processing program with a processor to generate;

evaluated key performance indicators for the particular business function based upon the performance data;

evaluated objectives for the particular business function based upon the evaluated key performance indicators; and

multiple different perspectives for the particular business function based upon the evaluated objectives; and

generating with the processor a scorecard display comprising a different scorecard window for each of the multiple different perspectives, each different scorecard window for a particular one of the multiple different perspectives, and comprising;

at least one of the evaluated objectives underlying the particular one of the multiple different perspectives for the scorecard window in which the at least one evaluated objective is displayed; and

at least one of the evaluated key performance indicators underlying at least one of the evaluated objectives displayed in each scorecard window.

9. The method of claim 8, where:

the multiple different perspectives comprise a finance excellence perspective;

the different scorecard windows comprise a finance excellence scorecard window; and

the evaluated objectives include a finance excellence objective, the finance excellence scorecard window further comprising;

a finance excellence objective link that accesses an underlying informational window for the finance excellence objective, the underlying informational window comprising attribute names and attribute values for the finance excellence objective.

10. The method of claim 8, where:

the multiple different perspectives comprise a business process excellence perspective;

the different scorecard windows comprise a business process excellence scorecard window; and

the evaluated objectives include a business process excellence objective, the business process excellence scorecard window further comprising;

a business process excellence objective link that accesses an underlying informational window for the business process excellence objective, the underlying informational window comprising attribute names and attribute values for the business process excellence objective.

11. The method of claim 8, where:

the multiple different perspectives comprise an employee excellence perspective;

the different scorecard windows comprise an employee excellence scorecard window; and

the evaluated objectives include an employee excellence objective, the employee excellence scorecard window further comprising;

an employee excellence objective link that accesses an underlying informational window for the employee excellence objective, the underlying informational window comprising attribute names and attribute values for the employee excellence objective.

12. The method of claim 8, where:

the multiple different perspectives comprise a tax excellence perspective;

the different scorecard windows comprise a tax excellence scorecard window; and

the evaluated objectives include a tax excellence objective, the tax excellence scorecard window further comprising;

a tax excellence objective link that accesses an underlying informational window for the tax excellence objective, the underlying informational window comprising attribute names and attribute values for the tax excellence objective.

13. The method of claim 8, further comprising generating with the processor, in at least one of the different scorecard windows:

a status indicator icon summarizing status for at least one of the evaluated objectives.

14. The method of claim 8, further comprising accepting, for at least one of the different scorecard windows, a selection of a specific time period to view.

15. A product comprising:

a non-transitory computer-readable medium; and

instructions stored on the medium that, when executed, cause a processor to;

store performance data for a particular business function in a memory;

execute a metrics processing program with a processor to generate;

evaluated key performance indicators for the particular business function based upon the performance data;

evaluated objectives for the particular business function based upon the evaluated key performance indicators; and

multiple different perspectives for the particular business function based upon the evaluated objectives; and

generate with the processor a scorecard display comprising a different scorecard window for each of the multiple different perspectives, each different scorecard window for a particular one of the multiple different perspectives, and comprising;

at least one of the evaluated objectives underlying the particular one of the multiple different perspectives for the scorecard window in which the at least one evaluated objective is displayed; and

at least one of the evaluated key performance indicators underlying at least one of the evaluated objectives displayed in each scorecard window.

16. The product of claim 15, where:

the multiple different perspectives comprise a finance excellence perspective;

the different scorecard windows comprise a finance excellence scorecard window; and

the evaluated objectives include a finance excellence objective, the finance excellence scorecard window further comprising;

a finance excellence objective link that accesses an underlying informational window for the finance excellence objective, the underlying informational window comprising attribute names and attribute values for the finance excellence objective.

17. The product of claim 15, where:

the multiple different perspectives comprise a business process excellence perspective;

the different scorecard windows comprise a business process excellence scorecard window; and

the evaluated objectives include a business process excellence objective, the business process excellence scorecard window further comprising;

18. The product of claim 15, where:

the multiple different perspectives comprise an employee excellence perspective;

the different scorecard windows comprise an employee excellence scorecard window; and

the evaluated objectives include an employee excellence objective, the employee excellence scorecard window further comprising;

an employee excellence objective link that accesses an underlying informational window for the employee excellence objective, the underlying informational window comprising attribute names and attribute values for the employee excellence objective.

19. The product of claim 15, where:

the multiple different perspectives comprise a tax excellence perspective;

the different scorecard windows comprise a tax excellence scorecard window; and

the evaluated objectives include a tax excellence objective, the tax excellence scorecard window further comprising;

a tax excellence objective link that accesses an underlying informational window for the tax excellence objective, the underlying informational window comprising attribute names and attribute values for the tax excellence objective.

20. The product of claim 15, where the instructions, when executed, further cause the processor, for at least one of the different scorecard windows, to:

generate a status indicator icon summarizing status for at least one of the evaluated objectives.

21. The product of claim 15, where the instructions, when executed, further cause the processor to:

accept, for at least one of the different scorecard windows, a selection of a specific time period to view.