Analyzing scorecard indicators with AI
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Prerequisites
- SoftExpert Suite environment hosted in the cloud.
- SoftExpert Performance as part of the solutions acquired by the organization.
- Access to the Scorecard (ST009) menu.
- Previously configured scorecard.
- Previously configured generative AI and NLP API.
- ''AI features'' permission enabled in Configuration > Access group (CM011) > Other permissions > AI features.
Introduction
In SoftExpert Performance, Artificial Intelligence (AI) is used to perform automatic analyses of scorecard indicators, based on the available data.
To generate the analysis, simply use the Analyze with AI feature. The AI will then generate forecasts, risks, historical comparisons, action plan suggestions, and strategic insights that support decision-making.
This article will demonstrate how AI operates in SoftExpert Performance.
Analyze scorecard indicators with AI
1. Access the Scorecard (ST009) menu.
2. Search for the desired scorecard.
3. Click on More (...) and then on Open structure.
4. On the Scorecard planning screen, double-click on the indicator you want to analyze.
5. On the indicator data screen, click on Analyze with AI.
6. On the chat screen, choose one of the analysis methods:
- Chat with the AI: directly enter what you want to obtain a customized analysis.
- Use pre-defined reports: choose between Executive summary and Full report to generate an automatic analysis.
Chat with the AI
To interact directly with the AI, clearly describe what you want and click on Send.
The AI will generate the results based on the information provided.
Pre-defined reports
Executive summary
To create an executive summary, select the corresponding option and click on Send.
Upon finishing the analysis, the system will present a panel with the main information of the indicator.
Full report
To create a full report, select the corresponding option and click on Send.
In the full report, in addition to the information from the executive summary, actions that can be turned into action plans will also be suggested. It is possible to review, adjust the information and, if desired, create the plan directly in SoftExpert Action plan.
If the indicator has associations with other elements, such as initiatives, this information is also presented in the full report.
See below what each report includes:
Executive summary |
Full summary |
|
| KPI summary | X |
X |
| Result of the last month and accumulated | X |
X |
| Forecast (Target, Actual, and Forecast) | X |
X |
| Risk analysis (Impact x Probability) | X |
X |
| Recommendations | X |
X |
| Action plans (Recommended) | - |
X |
| Associations | - |
X |
7. All analyses, whether by direct interaction, executive summary, or full report, can be saved, exported, and accessed later. To do so, on the chat screen, click on Saved artifacts.
The analyses are generated automatically by the AI and must be reviewed before decision-making.
Conclusion
Using AI in SoftExpert Performance speeds up the analysis of indicators, generates relevant insights, and supports strategic decision-making, whether through direct interaction with the assistant or the use of pre-defined reports.