Scorecard Best Practices

Chapter 9. Scorecard Automation

Scene: Ted's home office. Ted greets Patrick at his front door … Ted: “Welcome, Patrick. Come downstairs to my office.” Patrick: “Thanks for inviting me over. I've been curious to see the modifications that were made when you renovated for the new home office.” Ted: “Yes, I'm very pleased with the way they turned out. If you want, you can leave your umbrella in the caddie by the front door. Would you like a drink—coffee, soft drink?” Patrick: “No, I can't stay long; my wife and I are meeting some old friends for dinner. I just wanted to thank you again for the golf game and to ask you a few more questions about scorecards.” Ted: “No problem. Remember, your swing will improve when you position the ball under the logo on your shirt.” Patrick: “I know—that tip alone improved the distance and accuracy of my drives.” They arrive in Ted's office, and each takes a seat in one of the plush office chairs. Patrick: “So, I just wanted to tell you that I finished reading the last set of materials, and I had a few questions regarding the automation of the application.” Ted: “OK, go ahead.” Patrick: “Well, I guess as an overriding question: Is automation necessary?” Ted: “This is a great question. Often during the initial stages of a scorecard implementation, much of the data entry and creation of reports relies on manual activity—you know, paper‐based collection or using spreadsheet and presentation software, that sort of thing. Typically, this allows for quick ...