Problem Statement

Operational and productivity reports must be pulled from several systems, assembled, and distributed on a schedule, and building them by hand consumes analyst time and delays the insight leaders need to manage their teams. PFS rep scorecards require performance data pulled from multiple systems, time and attendance, and a staff-maintained adjustment file, then combined per rep. Assembling that manually each cycle is repetitive, and without current scorecards leaders can't see how their reps are performing.

Automation Solution

This automation pulls performance metrics from Epic, Kronos, and the staff adjustment spreadsheet to generate PFS rep productivity scorecards.