Work
A trade KPI report across the trade lifecycle
A report that tracks enterprise KPIs across the whole trade lifecycle for a commodity and energy trading company in the UAE.
- What it proves
- That a business can see how its trading operation performs from deal to settlement in one place.
- Method stages
- Built from
- Enterprise KPI definitions
- KPI reporting across trade lifecycle stages
- Sectors
The problem
Each team in a trading company tracks its own numbers. The desk looks at deals, operations at confirmations and cargoes, finance at invoices and payments. Nobody sees how a trade performs end to end, so a delay at one stage stays invisible until it reaches the next.
What we built
A trade KPI report for a commodity and energy trading company in the UAE. The KPIs follow the trade lifecycle, so each stage is measured on its own and in the context of the stages before and after it. The definitions come from the standardised lifecycle, which means every team reads the same number the same way.
What it changes
Management gets one view of how the trading operation performs. Bottlenecks show up at the stage where they happen.
Method stages
This was a Stage 03 · Engineer the system build. Its quarterly use belongs to Stage 06 · Run and evolve, where measured results feed the next round of improvement. See the KARPINITY Method.