Instructions: To get your customized ICM "OPOD" score, fill in the questions below to the best of your ability. Our proprietary calcluations will then score you against other peers in your industry to see what system is most likely to work for you.

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BASIC INFORMATION

Your name (optional)
Your company (optional)
Your industry (required)	--- Select Your Industry --- Business Services Financial Services Government Healthcare High-Tech Insurance Manufacturing Medical Devices Pharmaceutical Retail Telecommunications Utility Other

SCALE

1.)	How many payees (internal sales reps and/or external brokers) are paid variable compensation? NOTE: This number should include all commissioned staff including sales reps, overlay reps, advisors, pre-sales, managers, and others who receive variable pay through the sales commission system.	< 100 100-500 500-1000 1,000-5,000 5,000-10,000 10,000+
2.)	What is the average volume of transactions during a pay-cycle?	< 100K 100K - 500K 500K - 1M 1M - 5M 5M - 10M 10M +
3.)	What is the average # of payees credited on a transaction? NOTE: By "transaction" we mean any sales event that triggers a commission payment. This is an indicator of the complexity of your credit assignment hierarchy. Include in this number the main sales person, and any overlay sales, pre-sales, management, etc. who may be paid on the transaction.	1 2-4 5-7 8-12 13-19 20+
4.)	What is your organization's expected growth rate, in terms of number of payees, over the next 3 years?	Less than 10% per year 10-30% per year 30-100% per year 100-200% per year Greater than 200% per year

COMPLEXITY

5.)	How many distinct compensation plans are in use at your organization? NOTE: If two plans have similar components such as revenue quota, payment rates, etc. but have different values for each of these components then they are not distinct plans - for the purposes of the sales comp system they are one plan. If however, one has revenue quota and payment rate components but another has product mix and margin targets then these are distinct plans.	< 5 5-9 10-19 20-49 50+
6.)	What is the average number of components/measures per plan? NOTE: A "plan component" is an element of a plan such as a quota attainment, quarterly bonus, product specific "kickers", management "roll-ups", etc. Each component requires a payment system (people, process, technology) to support it. Therefore, the more components you have, the more complex the supporting payment sytstem must be. So, if you have 2000 employees and 10 components then that is manageable complexity, if you have 20 employees and 10 components then you need to consider whether you can achieve your compensation goals with less complexity.	1-2 3-5 6-8 9+
7.)	Are your credit-assignment rules simple or complex?	Simple Complex
8.)	Is credit assignment calculated inside or outside of the system?	Mostly inside Mostly outside Both
9.)	What is the average number of exceptions to any given plan? NOTE: "Exceptions" are adjustments or payments which are done outside of the plan rules. A high ratio exceptions often indicates that plans do not drive the desired sales behavior in the team. It can also lead to inaccuracies in budgeting for compensation spend.	< 5% 5-10% 10-20% 20-50% > 50%
10.)	Of the exceptions in the above question, what % require manual determination?	< 20% 20-40% 40-60% 60-80% > 80%
11.)	What kinds of payees are being paid from your comp plan?	Employees Contractors Mostly Employees (< 10% contractors) Mostly Contractors (< 10% employees) Mix of Employees/Contractors
12.)	Are payees allowed to change positions mid-cycle? NOTE: In other words, can a payee receive incentive comp from 2 different positions/plans during a single pay-cycle?	Yes No In very limited circumstances
13.)	Does your comp plan allow for prorations for people newly hired or promoted?	Yes No In very limited circumstances
14.)	Over how many time periods do you carry out prior period adjustments (PPAs)? NOTE: By "prior period adjustments" we mean transactions that have been previously booked and paid on, but need to be adjusted due to events such as order cancellations or adjustments, data issues, etc. "Time periods" refers to your normal commission calculation/payment period. E.g. Bi-weekly, monthly, quarterly, etc. The more time periods involved the lesser the impact on sale behavior, and the larger the impact on the cost of implementing and managing the plan in the comp system.	No Yes - 1 month back Yes - 6 months back Yes - 12 months back Yes - Many years back
15.)	Is your organization open to making changes to the compensation plans and process to align with industry and technology standards?	Yes No In very limited circumstances

TECHNOLOGY ALIGNMENT

16.)	Does your organization use other hosted solutions such as SalesForce?	Yes No Not Sure
17.)	Does your organization have in house database and application server expertise that can be leveraged?	Yes None or Very Little Some, but we might require additional investments
18.)	How often do you experience performance lags in your current ICM system?	Constantly Several times per day Several times per week Several times per month Never N/A - We use a manual solution such as excel
19.)	How much of the time is your system "up"?	Less than 70% of the time 70-80% 80-90% 90-95% 95-100% N/A - We use a manual solution such as excel
20.)	Does your organization have a standard enterprise reporting and analytics package?	Yes Yes, but it's difficult to use in other applications No, no plans to get one No, but we will in 6-12 months
21.)	Does your organization have an existing sales rep portal through which commission statements and reports will be distributed?	Yes, highly sophisticated/customized Yes, only basic information is available No, and we prefer it this way No, but there is strong demand for one

DATA INTEGRATION

22.)	Approximately how many incoming data feeds does your ICM have?	< 5 6-10 11-20 21-30 > 30
23.)	Approximately what % of your ICM's incoming data feeds are completely automated?	None < 50% < 100% All
24.)	Does business logic get executed inside any data feeds?	< 10% of feeds < 50% of feeds Happens in most or all feeds Not sure
25.)	Which of the following statements best describes the quality of the data fed to your ICM?	High quality - rarely needs any adjustments for errors or ommissions High quality - usually excellent, except at one or more recurring times during the year (quarterly or annual events that require lots of data adjustments, for example) Medium quality - requires a moderate amount of data adjustments to fix errors or omissions Low quality - requires extensive time and effort to find and fix data errors and/or omissions

Complete! Make sure you have answered all the questions above and then click the "Calculate Now" button to generate your customized OPOD score.