KPI's and Data

Stop guessing. Start improving. Our benchmarking reports (over 300 of them!) and KPI Encyclopedias help you zero in on the metrics you need to manage your business and benchmark operational performance.

KPI's & Data 

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Banking Benchmarking Report

This 115-page benchmarking report includes benchmarking data for 50 Banking performance metrics, or KPIs, including Loan Processing Cycle Time, Cost per Loan Originated and more. Each KPI in...

Type : Benchmarking Report Bundle

KPI's & Data 

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Insurance Claims KPI and Metrics Benchmarking Report

This 49-page benchmarking report includes benchmarking data for 28 insurance claims performance metrics, or KPIs, for life, dental, disability, and other similar products. These KPIs inclu...

Type : Benchmarking Report Bundle

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Life Insurance Policy Administration KPI Benchmarking Report

This 37-page life insurance operations benchmarking report includes benchmarking data for 18 Policy Administration performance metrics, or KPIs, including Customer Satisfaction (CSAT), Emplo...

Type : Benchmarking Report Bundle

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Supply Chain Benchmarking Report

This 89-page supply chain KPI benchmarking report includes benchmarking data for 40 supply chain operations, or management, KPIs including Perfect Customer Order Rate, Backorder Rate, Days I...

Type : Benchmarking Report Bundle

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Human Resources Benchmarking Report

This 75-page benchmarking report includes benchmarking data for 31 Human Resources (HR) Department performance metrics, or KPIs, including Time to Fill, Cost per Hire, Turnover Rate and more...

Type : Benchmarking Report Bundle

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Key Risk Indicators Benchmarking Report for Technology Services

This 67-page benchmarking report includes benchmarking data for 30 Technology Services key risk indicator metrics, or KRIs, including Mean Time Between Failures (MTBF), Incident Closing Rati...

Type : Benchmarking Report Bundle

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Commercial Lending Benchmarking Report

This 42-page benchmarking report includes benchmarking data for 17 commercial lending KPIs including Commercial Loan Application Processing Cycle Time, Cost per Commercial Loan Origination a...

Type : Benchmarking Report Bundle

KPI's & Data 

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Call Center Benchmarking Report

This 79-page benchmarking report includes benchmarking data for 26 call center KPIs including Occupancy Rate, Average Talk Time, Call Forecasting Accuracy and more. Each KPI in this report i...

Type : Benchmarking Report Bundle

KPI's & Data 

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Manufacturing & Production Benchmarking Report

This 45-page benchmarking report includes benchmarking data for 20 manufacturing & production KPIs including First Pass Yield (FPY), Overall Equipment Effectiveness (OEE) and more. Each KPI...

Type : Benchmarking Report Bundle

KPI's & Data 

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Health Insurance Benchmarking Report

This 62-page benchmarking report includes benchmarking data for 22 health insurance operations KPIs including Claim Settlement Cycle Time, Revenue per Health Plan Member and more. Each KPI i...

Type : Benchmarking Report Bundle

KPI's & Data 

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Mortgage Lending Benchmarking Report

This 51-page benchmarking report includes benchmarking data for 21 mortgage lending KPIs including Loan Closing Cycle Time, Loan Pull-Through Rate and more. Each KPI in this report includes...

Type : Benchmarking Report Bundle

KPI's & Data 

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Call Center Benchmarking Report

This 79-page benchmarking report includes benchmarking data for 26 call center KPIs including Occupancy Rate, Average Talk Time, Call Forecasting Accuracy and more. Each KPI in this report i...

Type : Benchmarking Report Bundle

KPI's & Data 

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Finance Benchmarking Report

This 48-page benchmarking report includes benchmarking data for 19 Finance Department performance metrics, or KPIs, including Days Sales Outstanding (DSO), Invoices Processed per Employee, a...

Type : Benchmarking Report Bundle

KPI's & Data 

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Health Insurance Benchmarking Report

This 62-page benchmarking report includes benchmarking data for 22 health insurance operations KPIs including Claim Settlement Cycle Time, Revenue per Health Plan Member and more. Each KPI i...

Type : Benchmarking Report Bundle

KPI's & Data 

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Insurance KPI Encyclopedia

This document defines over 300 Insurance industry KPIs, including metric definitions for Agency Office Administration, Service Fulfillment & Support, Claims Processing, New Business Processi...

Type : KPI Encyclopedia

KPI's & Data 

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Finance KPI Encyclopedia

This document defines over 300 Finance Department KPIs, including metric definitions for Accounts Payable, Accounts Receivable, Accounting & Reporting, Budgeting & Forecasting, Expense Manag...

Type : KPI Encyclopedia

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Banking KPI Encyclopedia

This document defines over 700 Banking Industry KPIs, including metric definitions for Retail Branch Operations, Loan Operations, Loan Servicing, Wealth Management and more. These KPIs are f...

Type : KPI Encyclopedia

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Information Security & Technology Key Risk Indicators Encyclopedia

This instant download document defines a list of over 100 Information Security and Technology Key Risk Indicators, including metric definitions, rationale, calculation details/formula, and r...

Type : KPI Encyclopedia

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Information Technology (IT) KPI Encyclopedia

This document defines over 200 IT Department KPIs, including metric definitions for Management & Administration, IT Security, Network Administration and more. These KPIs are further categori...

Type : KPI Encyclopedia

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Pharmaceuticals KPI Encyclopedia

This document defines over 100 Pharmaceuticals KPIs, including metric definitions for Research & Development, Pharmaceutical Manufacturing, Product Education & Compliance and more. These KPI...

Type : KPI Encyclopedia

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Org Charts

Get a better handle on functional roles and responsibilities. Improve your organizational design and analysis. Simply download—and tweak to your liking—our org-chart templates, available for numerous functions and industries.

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Finance Organization Chart Template

This org chart template outlines the structure of a typical Finance Department, including Accounts Payable, Payroll, Accounting & Reporting and more. Purchase this template (purchase include...

Type : Org Chart Template

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Human Resources Organization Chart Template

This org chart template outlines the structure of a typical Human Resources (HR) Department, including Recruiting & Hiring, Training & Development and more. Purchase this template (purchase...

Type : Org Chart Template

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Information Technology (IT) Organization Chart Template

This org chart template outlines the structure of a typical IT Department, including IT Management & Administration, IT Security, Network Administration and more. Purchase includes PDF,...

Type : Org Chart Template

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Banking Organization Chart Template

This org chart template outlines the structure of a typical Bank, including Back Office Operations, Lines of Business, Retail Branch Operations and more. Purchase includes PDF, Visio (VSD),...

Type : Org Chart Template

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Insurance Organization Chart Template

This org chart template outlines the structure of a typical Insurance Company, including Claims Processing, New Business Processing, Lines of Business and more. Purchase includes PDF, Visio...

Type : Org Chart Template

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Call Center Organization Chart Template

This org chart template outlines the structure of a typical Call Center, including Call Center Training & Development, Call Processing, Call Center Technical Support and more. Purchase inclu...

Type : Org Chart Template

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Marketing Organization Chart Template

This org chart template outlines the structure of a typical Marketing Department, including Content Marketing, Marketing Research & Analysis, Programs & Campaigns and more. Purchase includes...

Type : Org Chart Template

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Legal Organization Chart Template

This org chart template outlines the structure of a typical Legal Department, including Intellectual Property, Legal Administrative Support and more. Purchase includes PDF, Visio (VSD) and P...

Type : Org Chart Template

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Workflows

Understand and improve your business processes. Our easy-to-follow workflow templates (over 200 to choose!) are easily edit-able so you can customize them as needed.

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Returns Processing

This workflow template illustrates the processing of returns from customers. Purchase and immediately download this process map template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You...

Type : Workflow Template

Process Participants : Customers, Customer Service Representative, Order Management Representative, Quality Controller

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Financial Close & Reporting (Monthly)

This workflow template illustrates the data collection, reconciliation and report generation related to the monthly Financial Close process. Purchase and download this template in PDF, Visio...

Type : Workflow Template

Process Participants : Business Units (i.e., individual lines of business), Staff Accountants, Financial Analysts, Financial Reporting Team Members

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Distribution Center Operations

This workflow template illustrates the day-to-day operation of company distribution centers (inventory checks, material receiving and storage, etc.). Purchase and download this template in...

Type : Workflow Template

Process Participants : Warehouse Manager, Inventory Analyst, Warehouse Operations Staff, Procurement Staff

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Distribution Planning & Delivery

This workflow template illustrates the planning, scheduling and execution of customer order distribution, including order reception, route planning, delivery and more. Purchase and download...

Type : Workflow Template

Process Participants : Order Processing Staff, Warehouse Operations Staff, Delivery Staff, Fleet Management Staff

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Order Packaging

This workflow template illustrates the design, development, testing and manufacturing of product packaging. Purchase and download this template in PDF, Visio and PowerPoint formats, and cust...

Type : Workflow Template

Process Participants : Product Development Staff, Marketing Staff, Order Packaging Engineers, Master Data Management Staff

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Health Insurance Customer Service

This workflow template illustrates the processing of inbound contacts (phone or email) from health insurance customers, or members, and the subsequent resolution of customer requests and/or...

Type : Workflow Template

Process Participants : Health Plan Members (Customers), Customer Service Representatives, Customer Service Specialists, Account Processing Staff

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Default Mortgage Loan Collections

This workflow template illustrates the generation of past due borrower lists (including overdue balance amount, borrower contact information, etc.) and the subsequent borrower contact, loss...

Type : Workflow Template

Process Participants : Customers (Borrowers), Mortgage Loan Servicing Staff, Collections Staff, Mortgage Loan Loss Mitigation Staff

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Mortgage Loan Foreclosure

This workflow template illustrates activities that occur before, during and after a mortgage loan is foreclosed on, including the initial customer contact, property inspection and foreclosed...

Type : Workflow Template

Process Participants : Customers (Borrowers), Mortgage Loan Servicing Staff, Collections Staff, Property Preservation Staff, Foreclosure Sales Staff
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Best Practices

Learn from the best! Our best practices guides—based on over 25 years of improving operations at Fortune 500 leaders—let you learn, leverage, and apply proven leading practices in your operation.

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Finance Best Practices Guide

This guide details 45 high value best practices for Finance Department operations organized by function, including Accounts Payable, Accounting & Reporting, Internal Audit, and more. Use thi...

Type : Best Practices Guide

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Human Resources Best Practices Guide

This guide details 40 high value best practices for Human Resources (HR) Department operations organized by function, including Recruiting & Hiring, Training & Development, Human Capital Man...

Type : Best Practices Guide

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Marketing Best Practices Guide

This guide details 25 high value best practices for Marketing Department operations organized by function, including Digital Marketing, Market Research & Analysis, Direct Marketing and more....

Type : Best Practices Guide

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Information Technology (IT) Best Practices Guide

This guide details 18 high value best practices for Information Technology (IT) Department operations organized by function, including IT Security, Network Administration, and more. Use this...

Type : Best Practices Guide

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Legal Best Practices Guide

This guide details 35 high value best practices for Legal Department operations organized by function, including Litigation Management, Legal Administrative Support, Intellectual Property, a...

Type : Best Practices Guide

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Sales Best Practices Guide

This guide details 25 high value best practices for Sales Department operations organized by function, including Lead Generation & Research, Outside Sales, Sales Support, and more. Use this...

Type : Best Practices Guide

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Customer Service Best Practices Guide

This guide details 15 high value best practices for Customer Service Department operations organized by function, including Incident Management, Technical & Product Support, Account Manageme...

Type : Best Practices Guide

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Call Center Best Practices Guide

This guide details 40 high value best practices for Call Center operations organized by function, including Workforce Management, Call Processing & Issue Resolution, Call Center Training & C...

Type : Best Practices Guide

View all Best Practices Products

Resources to help improve your business - at your fingertips

Our instant downloads - benchmarks, workflows, org charts and best practices – help you analyze and improve operations.

KPI's & Data

392

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Available

Org Charts

35

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Workflows

225

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Best Practices

35

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