How to Link Processes to Metrics in Enforcium

In Enforcium, individual Action Steps can be connected to metrics through Linked metrics.

This connects two parts of operational work:

• Process shows what the team does and how the work is performed.
• Metric shows the result of that work.

For example, in a lead management process, the Qualify incoming leads step can be linked to the Qualified Leads metric. This makes the measurable result associated with a specific part of the process visible.

Open the relevant process and switch to Edit mode.

Select the Action Step you want to connect to a metric and open its settings.

In Linked metrics, select one or more metrics related to the step.

For example:

Click Save changes.

The linked metric will appear in the information for that process step.

A metric should represent a result that the connected step can influence or help evaluate.

For example, a new client acquisition process could include:

Qualify incoming leads

→ Qualified Leads

Conduct discovery calls

→ Discovery Calls Completed

Send proposals

→ Proposals Sent

Close deals

→ New Customers

A metric does not need to be connected to every step. The connection is most useful when a specific metric helps show the result of the work.

An Action Step can be connected to several metrics when its results are relevant to multiple measures.

For example:

Conduct discovery calls

could be connected to:

Discovery Calls Completed

Qualified Leads

Lead to Opportunity Conversion Rate

This gives the team a broader view of the results associated with the same piece of work.

A process answers:

“How do we perform this work?”

A metric answers:

“What result are we getting?”

Connecting the two gives the team more context when reviewing performance.

For example, a team may consistently follow its lead management process while the Qualified Leads metric remains below the expected level. This can prompt a closer review of the process, a specific step, or the resources available to the team.

The connection also supports operational decisions. A team may see that the workload is increasing while the relevant metric is moving in the wrong direction. This can indicate a need to adjust responsibilities, simplify the process, automate part of the work, or add resources.

The link between a process step and a metric represents an operational relationship. It does not automatically mean that the step caused a change in the metric.

These three elements serve different purposes.

Metric → what we measure.

Qualified Leads

KPI → the result we want to achieve.

100 Qualified Leads per month

Process → how recurring work is organized to support that result.

Receive lead → Qualify → Contact → Discovery call → Follow up

Linked metrics show which measurable results are associated with specific process steps.

This creates a connection between the work, the people responsible for it, and the results being measured.

An Action Step can include several types of information:

Responsible positions → who performs the step.

Process Stage → the role of the step: Plan, Do, Check, or Act.

Value Impact Status → the value created by the step.

Linked metrics → the measurable result associated with the work.

Description / Guidelines → how the work should be performed.

For example:

• Action Step — Qualify incoming leads
• Responsible — Sales Manager
• Process Stage — DO
• Value Impact — Client Value Added
• Linked metric — Qualified Leads
• Guideline — Lead Qualification Guide

The Action Step now contains the key context around the work:

• what needs to be done
• who is responsible
• how it fits into the process
• what value it creates
• what result it influences
• where to find the relevant instructions

Linking a metric is especially useful when the team wants to:

• see the results of recurring work;
• understand which processes are connected to key metrics;
• investigate process areas when a metric moves away from the expected result;
• assess whether the team has enough resources to handle the workload;
• connect operational work with company KPIs.

A simple rule can help:

If a process step has a clear measurable result or influences an important metric, consider linking it to that metric.