Contract KPIs are a powerful feature for setting up Key Performance Indicators for suppliers to be benchmarked against on key contracts.
Contract KPIs can either be entered manually or, for large contracts with multiple KPIs that require regular scoring (e.g. monthly), these can be completed in a Template provided by Atamis Support ready for bulk loading.
KPIs are recorded under the Performance & Issues tab within the contract.
The standard fields for KPIs are:
| Field | Notes |
| KPI Category (Quality, Customer Satisfaction, Cost, Capacity, Capability, etc) | The area of performance which this KPI records |
| KPI Description | A more detailed description of the KPI |
| Actual Service Level | The score given for this particular KPI record |
| KPI Weighting | This allows you to give each KPI a weighting relative to other KPIs |
| Good Target | The target score for the supplier |
| Approaching Target | The supplier is close to meeting the KPI |
| Review Period From | The date from which this KPI will be used. (If KPI scheduling is in use, this is the earliest date for which KPIs will be generated) |
| Review Period To | The date until which this KPI will be used. (If KPI scheduling is in use, this is the latest date for which KPIs will be generated) |
| Review Date | The date on which this KPI should be reviewed |
| KPI Owner | The user responsible for completing the KPI/Service Level |
| Exclude from Totals | If this KPI should not be included in the standard Atamis KPI reports and dashboards |
Simple workflow rules can be applied by your system administrator to set automated reminders (email and pop-up) to users required to score KPIs.
Manually Scheduling KPIs
The KPI page features two buttons, Schedule and Unschedule.
Click Schedule to create a sequence of KPI records, based on the review period from and review period to fields.
These will retain the characteristics of the original KPI, save that the review period and completion dates will be generated according to the specified frequency and dates.
Once KPIs have been created, clicking Unschedule will remove incomplete KPIs.
Automatically Scheduling KPIs using Automated Contract Periodic Activity
You are able to select and schedule the periodic activity on the Contract page, section automated periodic activity.
| 1 | Enter the Review Period From date |
| 2 | Enter the Review Period Up To date |
On the Scheduled date, that is entered when creating a schedule and the system will create a series of activities to be completed based on the template chosen.
The date on the periodic activity scheduled date will update to the next schedule date based on the frequency of months entered.
Contractor KPI Scoring
Scoring can be added to the KPI using the following sections
- Scoring Parameters - Entered at KPI set up
- Actual Score - Entered by reviewer
Once information is entered into these sections the KPI Calculation and configuration fields will be auto populated with Service Level Score, Service Level Band, Service Level Flag.
See the Supplier Portal section for details of granting supplier contacts access to the supplier portal.
Assign KPI Owners
With Contract KPIs on the contract you can assign owners to the individual KPI categories if wanted.
If you assign a KPI Owner that user will receive tasks in their name when those particular KPIs become Due.
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