Setting Baseline for Enhanced Reporting

This video guides users through the process of establishing a reporting baseline by inputting essential data such as demand rate, staff allocation, budget, and revenue. Setting a clear baseline is a critical first step in measuring the performance of a value stream and tracking improvements over time. By defining these foundational metrics, teams create a consistent reference point that enables them to monitor progress, assess ROI, and make data-driven decisions.

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The process begins by selecting the "Set Baseline" option within the platform, where users are prompted to input key information. First, the demand rate is entered, representing the number of outputs expected over a given period. For example, in this session, a user might set the output rate to 1,000 per day. Next, the system asks for staff allocation - estimating the number of people involved in the value stream. In this case, the user enters 30 staff members.

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Additionally, users input the value stream's annual operating budget and revenue figures. For this particular example, the budget is set at $500,000, with annual revenue projected at $2,000,000. While entering these values is optional, doing so provides valuable insight into the economic impact of current and future scenarios, as well as the potential ROI from operational improvements.

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Once the baseline is set, the platform visually represents these metrics, allowing users to view their starting point for comparison as they track the performance of the value stream over time. With these foundational data points in place, teams gain enhanced visibility into the operational impact of their efforts and can more effectively visualize ROI as they manage and optimize their value streams.