Sitek: Key Figure Management

2014

We manage the motivation of employees in 1C with the BI-system "SITEK: Performance Management"

Business analytics is a broad concept, it can include a variety of tasks and methods. For this reason, not all potential users can understand the value of business intelligence systems for their enterprise. Meanwhile, the use of a single business intelligence system for various tasks has many advantages over the use of individual systems. For example, managing budgets, analyzing production processes and managing employee motivation is more convenient using a single mechanism - users and administrators do not need to learn the logic and interfaces of each individual tool.

Let's consider a simplified example of automating the calculation of motivation bonuses for sales employees. Suppose that the bonus is calculated according to the following rules:

• • 1. The employee's bonus depends on his salary and the implementation of the sales plan by his division.
  • 2. No bonus is awarded if the sales plan is less than 80% complete.
  • 3. The premium is proportional to the implementation of the plan, but cannot exceed 110% of the salary.

Thus, the formula for calculating the premium can be calculated as

P = Employee salary * K * 26.8%, where the bonus
factor 0 if Sales/Plan<0,8
K = Sales/Plan if 0.8 <=Продажи/План<=1,1
1.1 if Sales/Plan<=1,1.

To build such a calculation, you need to solve the following problems:

• Automatic collection of accrued salaries

Data must be taken from payroll documents. Data collection rules must be configured interactively and can be adjusted in user mode.

• Automatic calculation of the sales plan completion percentage of the business unit

Actual sales should be counted against shipping documents, sales plans from planning documents. Data collection rules must be configured interactively and can be adjusted in user mode.

• Calculation of "step" premium coefficient

The formula for calculating the coefficient must be set and adjusted interactively, in user mode.

• Link the above salaries and factors to calculate totals

Communication rules must be configured interactively and can be adjusted in user mode.

In SITEK: Key Figure Management, we will create four key figures:

• Accrued salaries - the indicator will be collected according to the documents "Accrual of salaries to employees" and will have analysts Division, Employee, Position, Accrual date.
• Actual Sales - Sales data is automatically collected from shipping documents.
• Sales plan - in our example, it is enough to plan only in the context of departments, therefore, for simplification, we will make this indicator manual (that is, the data will not be collected from specialized planning documents, but will be directly recorded in the values ​ ​ of indicators by the document "Record of indicator values."
• Bonus - the indicator will be calculated. In it, we will link the above indicators for salaries, sales and plans, as well as set the formula for calculating the final value - for this example, it can be written as

{Accrued salaries} * 0.268 * Min ({Actual Sales }/{ Sales Plan},
1.1)

• Whole (Min ({Actual Sales }/{ Sales Plan}, 1.1 )/
  
  0.8)

(data current as of November 2014)

Comparison of two systems QlikView and SITEK: Performance Management

Business intelligence systems are different, focused on different tasks, scales, therefore, in different conditions, different systems will be optimally suitable. In this note, we will give a brief comparison of two systems - QlikView (the system has gained quite a lot of popularity in the world and does not need a separate presentation) and SITEK: Indicator management (a system on the 1S8 platform, the developers of which we have the honor to be). The comparison is based on practical experience with no academic claims.

• Data processing speed. There is a clear advantage on the QlikView side. The system easily processes data arrays in tens and hundreds of millions of rows.
• Managing Data Links. In QlikView, data links are fixed at the time of development of the document (boot script), the associative model (that is, data links) cannot be changed by the user without reloading the data. In SITEC: Key Figure Management, the user can manage the relationships himself at the time of setting up the key figure and the report. QlikView shows a graphically associative data model, but for complex reports it is difficult to perceive due to the inevitable appearance of artificial key tables. To create new reports with different principles of data communication SITEC: Performance management is better suited.
• A set of data representation tools. There is an advantage on the QlikView side. Both systems provide standard tools for composing table data, creating different expressions, and different ways of aggregating data. The platform itself 1S8 offers enough types of diagrams and ways to design them - histograms, radars, funnels, sensors are in both systems. However, in QlikView the set is still wider - for example, there is a Mecco diagram, there is also a wider selection of built-in functions.
• Selection overlay mechanism. In SITEC: Key Figure Management More Flexible and Transparent Sampling Mechanism (Standard for 1S8 Data Layout System) - You can describe any logical condition using the condition tree structure.
• The set of controls in QlikView is wider - you can add buttons, macros, sliders, etc. The representation of text (font, background, slope..) in both systems is presented at a sufficient level.
• "Failing" and decryptions. If SITEK: Performance management is embedded in the 1S8 accounting database, then it is possible to open the source of primary information directly from the report in its "native" form - a document, reference book, business process. It is also possible to navigate reports in SUP - from one report you can go to another, with related information, while in Click you will have to go to another form or page. If SITEK: Key Figure Management works with external data, there are no differences.

(data current as of September 2014)