New Assessment - Phase 2B Evaluation (Prioritisation Matrix)
After filling in the assessment results for Phase 2A Evaluation (Assessment Matrix), you will be redirected to Phase 2B Evaluation (Prioritisation Matrix).
In the Cost Categories as a % of Annual Revenue section, you can input the cost categories as a percentage of the annual revenue of the facility/site/plant you are assessing. You do not necessarily need to fill it up to 100%; you can input a total of more than 100% or less than 100%.
In the Top KPI Categories section, you can select the top KPI categories of the facility/site/plant you are assessing. You need to choose 5 KPIs. Once you have chosen 5 KPIs, the checkboxes will be disabled to click. When you need to change the KPI, simply click on the previous KPI and then select the new one.
In the Planning Horizon section, you are required to select the planning horizon for the facility/site/plant you are assessing. You can choose between Strategic, Tactical, or Operational. The Cost Factor, KPI Factor, and Proximity Factor number will change depending on the planning horizon you select.
In the Proximity to Best-in-Class section, you can see the Industry Cluster, Industry Sector, and Industry SubClassification of the facility/site/ plant you are assessing.
If you want to clear all the assessment data, you can click on the 'Clear Data' button. Or after all the assessment data has been filled in, you can calculate the assessment result by clicking on the 'Calculate' button.
The assessment result will be displayed in the Key Dimensions to Prioritize section, divided into the Process, Organisation, and Technology categories.
For each category, there is a prioritized dimension from the result. You need to complete the questions in the Prioritized Roadmap section to accomplish the assessment report. You can add phase 1 and phase 2 of the focus dimension.
Click on the ‘Focus Dimension’ hyperlink and a pop-up will appear.
- Input the action plan terms based on the prioritized roadmap in the ‘Action Plan Value’ field. This is a mandatory field.
- Input the description of the use-case and its benefit in the ‘Description’ field. This is a mandatory field.
- Input a unique problem statement recommendation for the company to explore solutions on Innosphere in the ‘Problem Statement’ field.
- Select one or more processes that contribute to the action plan and indicate where it is applicable in the ‘Application Area’ field.
- Input the percentage between 0%-100% to assign a score to each goal that the action plan aims to address in the 'Addressed Goals' field.
- After finish inputting the roadmap value information, click on the ‘Submit’ button to submit the roadmap value or click on the ‘Submit and add another value’ to add another roadmap value.
After finish submitting the roadmap value, you can edit it by clicking the 
icon or you can delete it by clicking the 
icon.
After finishing the prioritized roadmap, you need to send the client an acknowledgement to finish the assessment and generating the report document by clicking on the ‘Send Client’ Acknowledge’ button.
A pop-up will appear. Click on the ‘Yes, send’ button to send the acknowledgement.
The client/primary contact will receive an email to acknowledge the assessment. They can accept or reject the acknowledgement.
- If the client/primary contact rejects the acknowledgement then the assessment status will be set to Decline and the assessment report will not be generated.
- If the client/primary contact accepts the acknowledgement then SIRI will generate a report document, and the assessment status will be set to Acknowledge. You will also receive an email that the client/primary contact accepts the acknowledgement, and the report document is ready to download.
To preview or download the report document you can go to Phase 3 – Analysis & Review.