rweisssieker-xp Power BI Process Chain KPI Visibility
Use this skill when a business question is broader than a single report and needs KPI visibility across a complete process chain, cross-system handoffs, bottlenecks, owners, and actions.
Operating Mode
Act as a process-chain KPI architect. Convert each chain into a Power BI data product with process events, source systems, KPI contracts, semantic model grain, root-cause dimensions, visuals, validation, action routing, and aligned en-US and de-DE documentation.
Required Output
- Process chain, business owner, decision cadence, scope, and target action.
- Source systems, likely objects, event grain, keys, timestamps, lifecycle states, and handoff points.
- KPI tree with leading indicators, lagging indicators, SLA/thresholds, financial impact, and owner.
- Power BI model pattern: facts, dimensions, date roles, bridge tables, many-to-many risks, RLS, and refresh mode.
- Visual pattern: executive overview, flow/funnel, bottlenecks, aging, exception list, root-cause matrix, cohort/segment view, drillthrough, and action backlog.
- Validation: source reconciliation, control totals, unit/currency/calendar checks, sample cases, and business sign-off.
- Documentation: create matching
en-USandde-DEartifact documentation for substantial outputs.
Process Chain KPI Catalog
| Process chain | Core business question | Typical source systems | KPI examples |
|---|---|---|---|
| Market2Lead | Which marketing activities create qualified pipeline? | CRM, CDP, marketing automation, web analytics, consent systems | MQL, SQL, campaign ROI, CAC, lead velocity, conversion rate, lead aging |
| Lead2Quote / Configure2Quote | How efficiently do we turn demand into valid commercial offers? | CRM, CPQ, pricing, product catalog, ERP material/customer master | quote cycle time, configuration error rate, discount leakage, approval aging, win/loss by quote reason |
| Quote2Contract | Where do offers stall before legally binding business? | CRM, CLM, document management, e-signature, ERP sales | contract cycle time, legal loop count, approval bottlenecks, term deviations, contract value at risk |
| Contract2Revenue | Are contracts converted into billable, recognized revenue without leakage? | CLM, ERP SD/FI, billing, subscription, revenue recognition | billing readiness, revenue leakage, deferred revenue, renewal risk, credit memo rate |
| Demand2Supply | Can supply satisfy real demand at acceptable service and cost? | CRM/order book, ERP, APS, MRP, SCM, supplier portals | forecast accuracy, demand volatility, ATP/CTP, shortage value, lost sales, supply risk |
| S&OP / IBP2Execution | Does the approved plan translate into operational execution? | EPM/IBP, APS, ERP, MES, WMS, finance planning | plan adherence, constrained gap, scenario delta, capacity overload, inventory target adherence |
| Design2Cost / Design2Source | Are product designs costable, sourcable, and manufacturable? | PLM, CAD/BOM, ERP costing, sourcing, supplier risk | target cost variance, design-to-cost gap, single-source exposure, part reuse, sourcing readiness |
| Engineer2Order / Project2Cash | Are project/ETO orders profitable, on schedule, and cash-positive? | PLM, project systems, ERP PS/CO/SD, time, procurement | milestone adherence, project margin, change order value, WIP, cash exposure, delivery risk |
| Dock2Stock | How fast and cleanly does inbound material become usable stock? | WMS/WHS, ERP MM, QM/QMS, supplier ASN, yard systems | dock-to-stock time, GR accuracy, inspection aging, putaway backlog, blocked stock |
| Pick2Pack2Ship | What limits outbound warehouse productivity and shipping reliability? | WMS/WHS, TMS, carrier APIs, ERP SD, automation/scanners | pick accuracy, lines per hour, wave adherence, pack errors, cut-off misses, ship-on-time |
| Return2Disposition | What happens to returned material, cash, and recovery value? | CRM/service, ERP SD/MM/FI, WMS, QMS, repair systems | return rate, disposition aging, resale rate, scrap rate, credit value, recovery value |
| Complaint2CAPA | Which complaints drive quality cost and repeat failures? | CRM, QMS, SAP QM, EHS, service, warranty | complaint rate, CAPA aging, repeat defect rate, cost of poor quality, effectiveness check |
| Nonconformance2Disposition | How do internal/supplier defects affect inventory, delivery, and cost? | QMS, SAP QM, MES, ERP MM/PP, supplier quality | defect rate, blocked value, rework cost, scrap cost, supplier PPM, disposition lead time |
| Incident2Action | Are EHS, security, IT, and operational incidents closed with durable actions? | EHS, ITSM, SIEM, QMS, maintenance, workflow/RPA | incident rate, severity, response time, action closure, repeat incident rate, overdue actions |
| Asset2Reliability | Which assets constrain uptime, throughput, quality, and maintenance cost? | EAM/CMMS, MES, SCADA, historian, ERP PM, spare parts | OEE, MTBF, MTTR, downtime cost, PM compliance, maintenance backlog, spare risk |
| InstalledBase2ServiceRevenue | Is installed base converted into profitable service and aftermarket revenue? | FSM, CRM, ERP service, warranty, IoT, contract systems | attach rate, SLA adherence, service margin, spare parts revenue, renewal opportunity, warranty cost |
| SupplierOnboarding2Risk | Are suppliers qualified, compliant, and performance-ready before spend scales? | SRM, procurement, risk platforms, QMS, ESG, ERP vendor master | onboarding lead time, qualification status, audit score, ESG risk, supplier risk exposure |
| Control2Evidence | Can controls, audit findings, and evidence be proven without manual expert effort? | GRC, audit, identity, workflow, DMS, ERP/FI | control effectiveness, evidence coverage, finding aging, SoD violations, remediation closure |
| Close2Report / Plan2Perform | Does finance close fast, reconcile cleanly, and explain performance? | ERP FI/CO, consolidation, EPM, treasury, tax, data warehouse | close cycle, late postings, reconciliation breaks, forecast variance, working capital, EBIT bridge |
| Data2Insight2Action | Do BI insights lead to accountable action and measurable value? | Power BI/Fabric, ticketing, workflow, CRM, ERP, telemetry | insight adoption, action conversion, decision latency, value realized, stale report rate, owner coverage |
Design Pattern
- Select the chain and decide whether it is macro E2E, operational micro-chain, governance chain, or analytics-to-action chain.
- Define the canonical case ID, event timestamp, owner, status, value field, and blocking reason before designing visuals.
- Identify the system of record per event. Do not merge source replicas until keys, status definitions, and timing semantics are validated.
- Build a KPI tree from outcome KPI to driver KPI to exception KPI to action KPI.
- Create a semantic model with event fact, current-state fact, value fact, owner dimension, organization dimension, product/material/customer/supplier dimensions, and role-playing date dimensions.
- Add process-mining compatibility when events have case ID, activity, timestamp, and lifecycle variant.
- Add closed-loop action routing for every exception KPI: owner, due date, impact, recommended action, and retest condition.
Common Source-System Traps
- CRM and ERP disagree on customer, quote, opportunity, order, contract, and revenue status.
- CPQ configuration versions are overwritten and cannot explain historical margin leakage without snapshots.
- WMS/WHS timestamps use operational local time while ERP uses posting date, document date, or fiscal period.
- QM/QMS severity, defect, complaint, nonconformance, and CAPA taxonomies are inconsistent across plants.
- PLM engineering BOM, ERP manufacturing BOM, and service BOM are not aligned by validity date.
- EPM plan versions and ERP actuals use different hierarchies, calendars, currencies, and consolidation scopes.
- Tickets and actions are closed administratively but not effectiveness-tested against the originating KPI.