How to develop Scorecards
Randy White avatar
Written by Randy White
Updated over a week ago

This article provides instructions on how to populate Scorecards in Lifecycle Manager.

Prior to offering solutions to problems identified in a client’s environment, you must get the client’s buy-in by communicating the problems.

We understand that processes are flexible as companies offer different services and in doing so, may evaluate clients based on different criteria.

How to access client Scorecards

  1. Click Clients in your left-hand navigation bar.

  2. Click into a selected client on the Client console.

  3. The client Scorecard is accessible under the Scorecard tab.

Default Scorecard view

The first time you enter the Scorecard tab, Scorecards are initially configured with up to four items based on key insights (if applicable). All that is required in the initial view is to add relevant scorecard items to the initially configured items.

When developing your first Scorecard, you are not required to click the New Scorecard button.

Updating automatically generated scorecard items

If you are preparing a Scorecard a month ahead of a meeting, it’s possible the auto-generated Scorecard items can be out of date by the time you want to meet with your client. It is now possible to update the automated Scorecard items whenever necessary. See the article How to update automatically generated scorecard items for information.

Elements of a Scorecard item

To properly frame a Scorecard for a client, there are six elements for each Scorecard item that should be outlined to provide clarity for a client.

  1. Category - Where does this issue occur within the client's IT infrastructure?

  2. Priority - How to communicate the relative urgency of the issue outlined in the Scorecard items.

  3. Score - How would you rate this client's issue within the client’s IT infrastructure?

  4. Current situation - Describe the reason for the client's score in plain, non-technical language.

  5. Investment - How much would it cost to fix this problem?

  6. Recommended action - Briefly describe the recommended action and how it will benefit the client.

Setting up your Scorecard

Scorecard header

You can add an executive summary explaining to the client in simple terms the importance of the Scorecard you are creating and that they address problematic assets promptly.

  1. Title - Modify the title of the Scorecard to reflect your business practices.

  2. Executive summary - Summarize the Scorecard item, so the client understands where their organization stands in regards to their IT infrastructure.

  3. Show DMI score chart - Selecting this option includes the client’s overall DMI score when presenting the Scorecard to the client.

  4. Scorecard Date Stamp - When creating a Scorecard, the date stamps always reflect the current month and year.

How to create Scorecard items

Scorecards can include additional categories to allow you to address a variety of concerns. Here are the steps to do that:

  1. From the bottom of the Scorecard, click the + Add category button.

  2. A blank Scorecard item is added to the existing Scorecard

  3. From the category dropdown, decide which category of concern is relevant. Following is the list of categories that can be selected.

    1. Servers

    2. Server Warranty Coverage

    3. Workstations

    4. Workstation Warranty Coverage

    5. Network

    6. Backup & Disaster Recovery

    7. Applications

    8. Voice

    9. Operations

    10. Environment

    11. Documentation

    12. Custom category

      1. When choosing this option, you must specify a name for the custom category.

  4. Set the Scorecard item's priority to show your client the urgency of this item.

  5. Rate the Scorecard item using the Digital Maturity Index range, as indicated below:

    1. Poor

    2. Fair

    3. Good

    4. Very Good

    5. Excellent

  6. Provide a clear explanation of the scorecard item in plain, non-technical language.

  7. Depending on your process, you can include the Estimated investment cost or mark the investment as Unknown when discussing the area of concern.

  8. Provide the recommended action and how it will benefit the client.

  9. Repeat the process for as many scorecard items as necessary.

How to remove Scorecard items

Whether you're sharing a white-labeled PDF with your client or sharing the Scorecard directly with them, all Scorecard items are included. As there is no method to hide scorecard items from a presentation, you can remove individual scorecard items from being included on the scorecard.

Removing scorecard items from a scorecard cannot be reversed. This includes scorecard items initially configured from key insights.

  1. Click the Remove button located at the top-left of the Scorecard item

  2. Confirm the scorecard item removal by clicking Remove.

How to delete a Scorecard

  1. Open the Scorecard that you want to delete.

  2. On the Scorecard header, click the Delete button.

Once you confirm the Scorecard deletion, it is permanent. There is no undo function available.

Additional articles to read

Did this answer your question?