Business Health Scorecard

A comprehensive assessment across 4 core areas to identify where to invest for better results.

⏱️ 5-7 minutes • Professional analysis • Detailed report

📋 Administrative Efficiency

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Daily time spent on administrative work per person:

5 = <30min • 4 = 30-60min • 3 = 1-2h • 2 = 2-3h • 1 = >3h

Speed of invoice issuance after job completion:

5 = Same day • 4 = 1-2 days • 3 = 3-5 days • 2 = 1 week • 1 = >1 week

Ease of finding customer/contract information:

5 = Instant • 4 = <2min • 3 = 2-5min • 2 = 5-15min • 1 = >15min

Quality and usefulness of management reports:

5 = Excellent • 4 = Good • 3 = Adequate • 2 = Basic • 1 = None

Control and analysis of operational costs:

5 = Análise detalhada • 4 = Controlo regular • 3 = Básico • 2 = Esporádico • 1 = Inexistente

🚐 Field Operations

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Route planning and optimization:

5 = Automatic optimization • 4 = Weekly planning • 3 = Basic • 2 = Sporadic • 1 = None

Daily productivity of technicians (jobs/day):

5 = >6 • 4 = 5-6 • 3 = 4 • 2 = 3 • 1 = <3

Availability of parts at time of service:

5 = Always • 4 = 90%+ • 3 = 70-90% • 2 = 50-70% • 1 = <50%

Communication and coordination with field technicians:

5 = Real-time • 4 = Very good • 3 = Adequate • 2 = Basic • 1 = Poor

Recording and documentation of completed jobs:

5 = Digital completo • 4 = Digital básico • 3 = Misto • 2 = Papel • 1 = Inconsistente

🔧 Maintenance Strategy

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Percentage of preventive vs corrective work:

5 = >70% preventive • 4 = 50-70% • 3 = 30-50% • 2 = 10-30% • 1 = <10%

Planning and scheduling of maintenance:

5 = Automatic • 4 = Systematic • 3 = Regular • 2 = Sporadic • 1 = None

Equipment history and tracking:

5 = Full digital • 4 = Good records • 3 = Basic • 2 = Incomplete • 1 = None

Frequency of emergency/urgent calls:

5 = Very rare • 4 = Few • 3 = Normal • 2 = Frequent • 1 = Constant

Customer satisfaction with maintenance services:

5 = Excelente • 4 = Muito boa • 3 = Boa • 2 = Razoável • 1 = Fraca

📦 Inventory Management

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Organization and location of parts in the warehouse:

5 = <1min • 4 = 1-3min • 3 = 3-5min • 2 = 5-15min • 1 = >15min

Control of stock levels and rotation:

5 = Automatic • 4 = Systematic • 3 = Regular • 2 = Sporadic • 1 = None

Frequency of stockouts for critical parts:

5 = Never • 4 = Rarely • 3 = Occasionally • 2 = Frequently • 1 = Constantly

Cost analysis of stock maintenance:

5 = Detailed analysis • 4 = Regular • 3 = Occasional • 2 = Basic • 1 = None

Management of obsolete stock and depreciation:

5 = Proactiva • 4 = Regular • 3 = Ocasional • 2 = Básica • 1 = Inexistente