CONNECTED WORKFLOW

From a metric exception to action

Carry the source, the decision and the next step through a weekly review.

Example companyMC
◫▤◎▥
Weekly scorecardIllustrative view
Operations · Weekly reviewLive week
MeasureActualTargetStatus
Overdue tasks3≤ 2Off track
Hours awaiting approval3.5 h≤ 4 hOn track
Blocked tasks10Off track
Unplanned capacity—Defined by teamUnavailable
Each measure has an owner, source and target.Finalize the week to preserve reviewed values.
Illustrative workflow · sample data
01

Check the measure

Review the owner, unit, source and goal direction. For an overdue-task count, an upper-bound target is normally more useful than a lower bound.

02

Open the issue

Use the exception’s context to record the problem and priority.

03

Assign follow-up

Create an owned company To-Do with a due date. Repeated assignment can reuse an unfinished linked follow-up.

04

Preserve and revisit

Finalize the reviewed week. At the next review, check the issue, task and metric result separately.

A useful distinction

Unavailable data should remain unavailable. Finalized weeks preserve metric context without freezing operational records.

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