View improvement reports

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Evaluate improvement results using the Continual Improvements dashboard overview and outcome analysis reports to determine how well the improvements are helping your company.

    Before you begin

    Role required: sn_cim.improvement_manager, sn_cim.improvement_coordinator

    About this task

    Reports and Spotlight list can be filtered by improvement priority, state, business process, business service, benefits, and CIM coordinator.

    Figure 1. Continual Improvement Management Dashboard
    CIM dashboard
    Overview:
    • Report Description
      Employee Engagement Open improvement count from the last six months.
      Total Initiatives Improvement count by state.
      Open Backlog Number of open improvements.
      Unassigned Number of improvements without a CIM Coordinator assigned.
    • Prioritized List Using Spotlight.

      To use Spotlight to help prioritize the improvement backlog, navigate to Continual Improvement > Administration > Spotlight Config.

      Improvements can be prioritized based on multiple weighted criteria so you can quickly identify the most important tasks. The Improvement Register list shows improvement ranking based on specific criteria (priority, benefits, and effort estimate).

    Outcome Analysis:
    • Outcomes Achieved - Last 6 Months
      Report of closed improvement count in the last six months grouped by:
      • Category
      • Strategy
      • Closure Code
      • Type
    • KPIs Completed in the Last 6 Months

      List of closed improvements in the last six months.

    Procedure

    1. Navigate to Continual Improvement > Dashboard.
    2. On the Overview tab, use the filters (Priority, State, Business Process, Business Service, Benefits, and Coordinator) to narrow the data contained in the reports.
      You can click a report to view a list of improvements that make up that report.
    3. On the Outcome Analysis tab, select a report from the Group by list to view improvement results by different attributes.
      You can click a report to view a list of improvements that make up that report.
    4. Compare monthly reports to evaluate the impact improvements have on your company.