Scorecard Process

From raw ERP export to supplier review packet

This page describes how we prepare vendor performance scorecards—the flagship deliverable most purchasing teams commission from us.

Analytical workflow diagram with procurement data sheets and chart printouts

A scorecard cycle moves through six defined stages. Each stage has a deliverable your team can review before we proceed. You are never waiting six weeks to see the first chart.

Most cycles take six to eight weeks from kickoff to final presentation, assuming data arrives within ten business days of our request list.

  1. Kickoff and metric agreement

    We meet with your purchasing lead and a quality representative for two to three hours. Together we confirm the supplier list, define OTIF rules, set defect-rate calculation methods, and agree on traffic-light thresholds. You receive a written scope memo within 48 hours.

  2. Data request and receipt

    We issue a field-level data request tailored to your ERP (SAP, Oracle, or CSV equivalent) and quality system. Your point of contact exports the files. We acknowledge receipt and flag any missing fields within two business days.

  3. Normalization and validation

    Park Min-jae maps supplier codes, resolves duplicates, and aligns date formats. We send you a validation summary listing any records we could not match—typically 2–5% of rows in a first cycle.

  4. Draft scorecards

    Individual supplier scorecards and cross-comparison charts are delivered as a PDF draft. Your category manager reviews for factual accuracy. We allow one round of metric threshold adjustments at this stage.

  5. Executive summary

    Once charts are approved, we write the 8–12 page narrative summary with exception highlights and suggested talking points. This document is designed to be forwarded to engineering or finance without additional context.

  6. Presentation and handoff

    We present findings to your review committee on-site or via video. You receive the final PDF packet, source data workbook, and chart files. All materials remain your property.

Sample metrics

Standard columns on every scorecard

Metric Source Notes
On-time in-full (OTIF) PO vs. goods receipt dates Thresholds defined at kickoff
Defect / rejection rate IQC or incoming inspection log Normalized per 1,000 units received
Lead-time variance Confirmed delivery date vs. actual Shown as days early/late distribution
Price drift PO unit price vs. prior quarter Flags increases above agreed tolerance

Start a scorecard cycle

Review the full engagement scope or send us your supplier list to receive a fee estimate.

View Engagement Scope Submit a Brief