Building an Efficient Skill or Competency Matrix with Office 365 & SharePoint

Innovative way to manage skills, competencies and produce an interactive skill matrix dashboard, using Power Automate for automation, Power BI for reporting and BPA Quality on SharePoint/Office 365.

In ISO 9001:2015, the clause 7.2 specifically requires an organization to determine the necessary competency of collaborators and ensure they are qualified on the basis of appropriate education, training, or experience. All businesses have the requirement for qualified collaborators. The more competent the people, the better potential business results. A skill (or competency) matrix is typically a table that displays people’s proficiency in specified skills and knowledge.

This no-code scenario presents a simple configuration example to build an efficient skill management system with BPA Quality. The needed data for jobs, skills, and collaborators can be easily imported from existing spreadsheets generally used by organizations.

Skills need to be determined for a particular job function. They can be grouped by skill set for the applicable industry, for instance: basic skills, required skills for ISO management systems, or technical skills. The skill level is determined to accomplish a particular job function. This is the “should” level of competence needed to effectively perform a job function. Periodical collaborator assessments allow to determine the “Actual” level of competence. We generally have 4 level categories from basic to specialist. Skill gaps are automatically calculated.

The identified skill gaps will be basis of your organizational training program. In this example, the needed skill training items are automatically created using a simple workflow built with Power Automate. Responsible persons or mentors to plan training are automatically alerted.

The skill matrix dashboard is a powerful business intelligence report created with Power BI. The first matrix displays skill gaps by collaborator. Needed training is highlighted in red, collaborators exceeding skills are in green. Totals sum gaps by collaborator or skill. The second matrix displays skills by jobs. The third line displays the sum of actual skill rating by collaborator, by job and training status by collaborator.

By selecting a collaborator in the matrix, other charts are automatically filtered. For instance, Boris requires training in induction program, ISO 9001 and SAP. His job function is quality. The sum of actual skills is 1.25. Boris has 2 identified training and 1 planned.

In summary, the skill matrix dashboard gives an instant and comprehensive report about the needed skills and training needed for your organization. Using such a tool, you can guarantee your organization has the needed competencies and education to perform efficiently and improve business results.

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