FAQ

Evaluation Units

A key benefit of the Evalu+ application is its ability to model the organizational structure of any company (or any group of companies) directly within the application in a tree-like structure. Using this segmentation, it is then possible to build an "Evaluation cube" that differentiates the evaluation repository and the weighting of its criteria by unit. There are two major benefits resulting from building such an "Evaluation cube": 1) It significantly increases the accuracy and pertinence of evaluations in each unit; 2) It makes it possible to automatically roll up the evaluations at every organizational level; 3) It allows to compare scores and action plans between every unit, at every level of granularity (i.e. section, sub-section, criterion). In short, defining evaluation units immediately upgrades you from 2D to 3D evaluations.
The definition of organisational units should be primarily based on how you would like to segregate and subsequently analyze your evaluation. Typical evaluation units include: Corporation, business units, regions, physical units (individual sites or grouping of several manufacturing or distribution sites). A unit should only be created if it has a certain level of autonomy in defining and/or executing strategies, processes, hiring, etc.
Typically, you would use the coefficients to represent the % of sales each "child" in relation to the "parent". However, any other key can be used, as long as the sum of the "child" coefficients equals to 100.
It depends on the Evalu+ license you purchase. Please go to the pricing options tab for details.