tyler-smith.com · Questions & Answers

We want to track weekly leading indicators on our Scorecard, but the raw data for our most critical customer metrics has a ten-day lag because our external fulfillment vendors control the reporting. How do we run our weekly meetings on real-time data when we are forced to rely on delayed information?

Relying on delayed data from external vendors is a common hurdle, but letting it turn your weekly Scorecard into a lagging historical report ruins its value as an early warning system. You must find ways to capture leading activities that you control internally, rather than waiting for vendor reports.

If your vendor takes ten days to report on fulfillment accuracy, you cannot use that exact percentage as a weekly leading indicator. Instead, look upstream at the inputs you control before the data goes to the vendor.

For example, track the number of orders transmitted to the vendor daily without errors. Or track the time it takes your internal team to package and hand off the inventory to the vendor.

Another approach is to establish a proxy metric. If you cannot get the official weekly customer satisfaction rating from your vendor, track the number of customer complaints or support tickets submitted to your internal team. An increase in weekly complaints is a highly reliable proxy that your vendor's fulfillment quality is slipping.

If you absolutely must track the vendor's actual data, accept the lag but adjust the Scorecard view. Create a column for week minus one or week minus two.

When you review the Scorecard in your Level 10 Meeting™, look at that historical column. While it is not real-time, reviewing it weekly on a consistent delay still allows you to spot trends and hold the vendor accountable during your monthly partner reviews. The key is to never let data latency become an excuse for flying blind.

Category: Scorecards & Data

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