Setting up scoring

What Is Scoring?

Scoring in eKaizen allows you to evaluate submitted projects using structured criteria. Each project type can have its own scoring system, ensuring evaluations are relevant and aligned with company priorities.

Scoring criteria consist of:

• Criterion Title – The aspect being evaluated.
• Coefficient/Weight – Relative importance of the criterion (e.g., 1, 2, 3...).
• Description/Question – A guiding question or explanation.
• Answer Options – Predefined responses with assigned point values.
• Unanswered Option – The possibility to leave a criterion without evaluation.
• Scoring Range/Categories – Defines total score ranges with descriptions (e.g., "Recommended for implementation").

Step-by-Step Setup

Access Scoring Configuration

Navigate to Plant Preferences → Scoring.

2️⃣ Define Scoring Criteria

• Click New and provide:
  • Title: The evaluation aspect (e.g., "Impact on Cost Savings").
  • Description/Question: A short guiding statement for evaluators (e.g., "How much will this project reduce costs?").
  • Coefficient/Weight: Assign numerical weight to prioritize certain criteria.
  • Link to the corresponding project type, improvement area, workstation, or another category (if needed). This means that the given criterion will only be used for submissions that fall under the specified category.
  • “I can’t answer:” Check if you want to allow the evaluators to skip the criterion.

3️⃣ Set Answer Options and Points

• Define possible answers (e.g., "High Impact," "Medium Impact," "Low Impact").
• You can also use more detailed and specific answers based on your evaluation needs. For example:
• "Reduces costs by more than 20%"
• "Improves productivity by at least 10%"
• "No measurable impact"
• Assign corresponding point values/grades (e.g., 10, 5, 2).
• Save.

4️⃣ Define Scoring Ranges for Evaluation Summary

• Go back to the scoring setup and click “Categories.”
• Configure total score ranges to categorize projects (they should be adjusted based on the maximum possible score – see point 3; the evaluation is based on the average from all evaluators, not the total sum), e.g.:
• • 80-100 points → "Highly recommended for implementation"
  • 50-79 points → "Needs further review"
  • Below 50 points → "Not recommended"
• These ranges are displayed visually in a progress bar to help decision-makers interpret results quickly.

5️⃣ Save and Test

• Save the scoring setup.
• Test by submitting an idea and reviewing the scoring process.

Best Practices

• Customize scoring – Not all projects require the same criteria.
• Keep it simple – Too many criteria or answer options may slow evaluations.
• Ensure clarity – Use clear descriptions so evaluators understand how to score.
• Use meaningful scoring ranges – Ensure categories align with decision-making needs.
• Test with real projects – Validate the setup before full rollout.

• Next Steps

• Review existing scoring systems and align with company goals.
• Train evaluators on how to use the scoring system effectively.
• Monitor scoring trends and refine criteria over time.

💡Make the most out of scoring in eKaizen

• Scoring helps you focus on the most impactful ideas – make data-driven decisions instead of relying on subjective opinions.
• Each project type can have its own evaluation criteria – ensuring that different initiatives are assessed based on what truly matters.
• Score ranges act as a decision-making guide – quickly see which projects should be prioritized and which need further refinement.
• Standardized scoring makes evaluations fairer and more transparent – every idea is assessed using the same structured approach.
• Scoring is more than just numbers – evaluators can add comments to provide context, highlight potential risks, or suggest improvements.