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BSC Designer Manual

1. Near cell with custom descriptor The same idea as for near cell with indicator name but here you can specify any custom text not just indicator name Important notes about importing value from Excel in this way e The value is imported in the currently selected Time point If you have selected in the Calendar current date the value will be imported for the current date e Each time you select Tool gt Update imported indicator the latest value will be imported from Excel If new time point is selected the new value will be imported into the new time point 26 76 BSC Designer Manual Link to BSC project Linking Scorecards Together by KPI with BSC Designer With BSC Designer one can access KPI data from other BSC Designer projects In this way it is possible to link several scorecards to the main one For example a financial director might be in charge of developing financial indicators HR manager might be responsible for HR related metric or a CEO can have key data from several scorecards Storage options for an external project In order to access KPI data the project should not necessarily be located on a local computer here are all supported options e Recommended BSC project file can be stored in BSC Designer Online account or on the locally installed BSC Designer Server This option is recommended as in this case it is possible to setup access rights to the whole project or to certain indicators only e
2. option is for those who want to integrate BSC Designer with some 3rd party business system Instead of giving access to the database you might want to create a web script that will generate an output in XML format Read more about linking to web based script e With Data series option you can use BSC Designer to manage survey answers The program will calculate an average score by taking into account opinions of several experts thus you will be able to use it for the indicator s value Learn more about using data series As you can see BSC Designer has many options that one can use to get important data into a scorecard We recommend for you to try some of them with your data right now and see how it works for you 22 76 BSC Designer Manual Import Values Import Values From Excel In most cases you will need to import data into your Balanced Scorecard from an external file such as an MS Excel spreadsheet Here are instructions for how to import values into a Balanced Scorecard project Here is the source project file Indicator s Indicator s category name Date Value Min Max al A 8 c D E F 1 Finance Measure and increase ROI 29 07 2010 n 1 100 2 Finance Measure and increase ROI 30 07 2010 16 1 100 3 Finance Messure and increase ROI 03 08 2010 34 1 100 4 internal Business Processes Use of electroniccommerce 29 07 2010 e 1 100 5 Imernal Business Processes Use of electronic commerce 30 07 2010 14 1 100 intemal Busines
3. BSC project file can be stored on computer s hard disk or on a local network e BSC project file can be placed on an FTP server Here are some important details that one needs to understand about linking to external KPIs e Linking is not static BSC Designer tries to read values from the external file every time the user opens his scorecard e Auser cannot change the imported values in his scorecard he can only change the weight of imported values e When linking to an external scorecard time points are also supported e Links between various BSC projects might be visualized on a special type of strategy map Getting KPI data from external scorecard Follow these simple steps Select an indicator or create a new one Click 1 Data source button Select the Link to BSC project option Select one of the importing option e If you wish to link to the local file select the From file tab e f you wish to link to a file located on a web server select the HTTP tab e f you wish to link to a file stored on FTP server select the FTP tab e If you wish to link to a project stored in BSC Designer Online or BSC Designer Server select the BSC Online tab BROWN 5 Then you should click the Select button from the Step 2 and select the name of the indicator to be imported 6 Once you click OK you will see the name of the new indicator on the KPI tab and you can change its local name and weight 27 76 BSC Des
4. Made Pe wda Using performance management tools like this can be an important way of keeping track on the progress of your business It gives you vital information about what s happening now and it also provides the starting point for a system of target setting that will help you implement your strategies for growth Knowing how the different areas of your business are performing is valuable information in its own right But a good measurement system will also let you examine the triggers for any changes in performance This puts you in a better position to manage your performance proactively Executives all over the world use business or balanced scorecard frameworks to describe and execute their company s strategies BSC DESIGNER rearorunncenunoeuenr sora The five most used business tools Employee Engagement Surveys Benchmarking Sec plored Customer BALANCED SCORECARD FRAMEWORK Relationship Management According to Management Tools amp Trends ad BSC Designer wn bscdesigner com Business Performance Management Software For most people though a word like scorecard is about managing KPls or Key Performance Indicators And we agree as it s a must have part of any business scorecard as it allows you to monitor the current business performance e On the other hand KPIs only tell us the story about a company s past 1 76 BSC Designer Manual BSC Designer Introduction That s why we created B
5. Q Note e if user needs to merge two separate regions use Merge map marks button e to create custom region user can apply New polygon map mark button 57 76 BSC Designer Manual Strategy Map with KPIs Associating KPIs with map locations 1 Go to the KPIs tab 2 Select any indicator 3 Right click on indicator and select Link item to the map 4 In the dialog select necessary region in this example it is Spain Click OK gt Area editor Data for New Indicator S E Default QQ lt Add area gt Strategy map M9 span Add area gt Important note in the same way you can link any container with certain map mark Automatic placement of KPIs linked to map of the map Now KPI New Indicator is linked to Spain map mark If you will switch to the Strategy Map tab the program will automatically suggest you to update your strategy map or you can do this manually Follow this steps to update your strategic map 1 Select Placement Wizard in Strategy Map menu 2 Make sure Map with KPIs option is selected 3 Click Execute Now your map will have KPI on in in the certain area The size of KPI on the map depends on size of the area and number of KPIs If area is small or there is a high number of KPIs their format will be automatically updated to the smaller one 58 76 BSC Designer Manual Dashboards Dashboards in BSC Designer E Check out vid
6. Risk Assessment Guide 20 76 BSC Designer Manual Data Sources Cascading Data Sources for KPIs in BSC Designer ta Check out video manual for data sources One of the major parts of any business scorecard are performance indicators They help to monitor the current business performance or track the progress towards some kind of business goals It is important to have an easy to use means to enter data manually or to be able to access external data sources like data from their company s CRM or ERP systems Keowee AGA IATA Manual entry default Select a date in the calendar and then enter a number into the value feld of an indicator C Use a formula for the value Caloulate the value of an indicator as a sum or an average of the values of other indicators Import from MS Excel The values for an indicator will be copied from spreadsheet or CSV file Link to MS Excel The value of an indicator wil be updated whenever you change the value in the linked spreadsheet A C Link to BSC Designer project The value wil be taken fom another BSC project stored on the computer in BSC Designer Online or at an FTP C Unk to SQL database E Read the value of an indicator from a local or web based database that supports SQL queries lt 2 C Link to a web based script gt Read an output of a web based script in XML or JSON formats and use it as an indicator value RY C Data series for surveys Ask several experts for an expert o
7. Select grouping type Select groping type that will be default for items with this measure unit 3 Custom text values This option allows using some text values instead of integer values For instance if your goal is to rate the area of some real estate you can use integers like 30 m2 35 m2 100 m2 but for your particular task it might be more important to classify all real estates into 3 groups like e lt 30 m2 minimal score e 30 m2 50 m2 normal score e gt 50 m2 excellent score Use button under Custom text values section to add these custom measure units 17 76 BSC Designer Manual Custom Measure Units Custom text values Value Caption for value 2 30 m2 50 m2 3 gt 50 m2 x le 4 Finalize editing Click OK and use new measure units in your scorecard project Value Measure Weight 30 m2 m fi B E Optimization Z Maximize Value Linearly El Once a measure unit has been created it will be accessible in the Measure drop down list for all indicators 18 76 BSC Designer Manual Performance Formulas Custom Performance Formulas in BSC Designer e Custom performance formulas are available only in the PRO version Choose a predefined formula Before creating a new custom formula check the formulas available in BSC Designer one of them might fit your needs Y Maximize Value Linearly Minimize Value Linearly J Exponential g
8. bsc_designer exe some_project bsc html export report html overwrite overview e the powerpoint option will generate a report in PowerPoint presentation ppt format for example bsc_designer exe some_project bsc powerpoint export report ppt overwrite Exporting strategy maps BSC Designer supports strategy maps The strategy map can be exported using BSC Designer s interface or the command line Command line syntax e bsc_designer exe BSCFileName export PictureFileName StrategyMap StrategyMapPlacement lt SnowFlake HTree Tree Classical Cascading Table Cyclical Strategic gt StrategyMapLevel 73 76 BSC Designer Manual Command Line lt MaxLevel gt e bsc_designer exe BSCFileName export REPORTFILE allmaps Sample export of an existing map e bsc_designer exe some_project bsc export C resulted_file jpg StrategyMap Sample export of a map as a snowflake e bsc_designer exe some_project bsc export C resulted_file jpg StrategyMap StrategyMapPlacement SnowFlake StrategyMapLevel 1 Sample create a report that includes all supported strategy maps e bsc_designer exe some_project bsc export C report html all maps 74176 BSC Designer Manual Common Questions Common Product Questions Find here general questions and answers about BSC Designer How to download BSC Designer Please visit http www bscdesigner con download balanced scorecard software and download the latest version of BSC De
9. but includes even more details about cascading Integrate strategy map in your business process In BSC Designer strategy maps business goals KPIs and dashboards are connected e To align a map with certain business goal go to the Business goals tab select any business goal and click the Map link button e To have a copy of some important map on the dashboard right click onto any strategy map and select the Send to dashboard command With the Export menu you can easily have a copy of your strategy map as a picture file or create an HTML report Finally we take map printing seriously 51 76 BSC Designer Manual Strategy Map e The Select printable area command in the Print menu helps to mark the printable part of the map e Inthe Print preview dialog Find the optimal parameters and Page orientation controls help to fit your map to the paper size Conclusion As you can see a strategy map in BSC Designer is not just a drawing tool It can be an excellent tool to visualize some important business processes with business objectives and KPIs It can serve as a base for strategy discussions performance reviews or a presentation of your strategic ideas 52 76 BSC Designer Manual Strategic Themes Strategic Themes in BSC Designer When describing a business strategy you might want to group your business goals into strategic themes In this way you will be able to visually separate different directions
10. enter the results of survey calculate an average score and track it over time Here are the steps to use the Data series 1 Create a new indicator where the value should be calculated according to the type of survey For example Product Quality might be determined according to the interview with several end customers or experts 2 Click Data source button and select Data Series as a data source option 3 Inthe Group drop list select a group Default or create a new group The group is the name of the survey that we want to conduct Groups Group Default ad Add group Edit group Delete group Grouping type Average 4 Select the appropriate Grouping type For example you might want to calculate the Average score of all expert opinions 5 Use the Add series button to add an appropriate number of series For example if you interviewed 3 experts then you need 3 series You can use experts names for the names of series To rename existing series you need to double click on it in the table Series Add series Delete series Close Series dialog You will notice that Series toolbar appeared below the KPI settings In the series drop list select the name of the series In our example it will be the name of an expert 00 Y O IA gt value ii an 3 E m fa wanes TT Seres A li eotsenes 9 Enter the interview result for this expert in Value field 10 Repe
11. of your strategy With BSC Designer you can e Associate a business goal with one of the 3 predefined strategic themes or create your own one e Create a strategy map where business goals that belong to the different strategic themes are marked with different colors e Choose whether to display all strategic themes or only some of them Selecting predefined strategic theme To select one of the predefined strategic theme follow these steps Contributes to Contributed by Strategic theme Product Leadership SY 1 Goto the Business goals tab 2 Select any business goal or create a new one 3 Choose one of the options from the Strategic theme drop down list on the right Adding a new strategic theme You can customize existing strategic themes or add a new one 1 Select Strategic theme option in Strategy map menu 2 Select any existent strategic theme in the drop list Name or click Add button to create a new one 3 Use description field to add more details about the purpose of this strategic theme 4 Use various parameters in Settings to customize colors that are used for the selected theme Building strategy map with strategic themes BSC Designer can automatically create a strategy map with strategic themes Re ESTE fy 3200 espera N fos KPIG ess 1 Go to the Strategy map tab 2 Click Placement wizard button on the 3 Select Balanced Scorecard map type 53 76 BSC Desi
12. the misson statement ce right clck to hide the tober mas A A 4 me O E E rt oes Be OT Blom D amp O olaa Ed a _Defeuk standard Tres Horizontal Table Stratege Snow lske Gassecal Cascading Cyckcal Strategy map Str e Create empty map Will do nothing so later you will need to click Mapped Background button to select new background for the map Marking locations 1 Load any map following of the methods specified above You will see something like this 55 76 BSC Designer Manual Strategy Map with KPIs BOL Design file Edit Views Strategytree Strategymep Tools Reports Charts Help Dahe itmid GL gt 20 miro E oy 12 reports Cick button to edt the text of the mission statement or right click to hide the toobar imp 3 A A m C1 E E 17 jobs iO malo DR OOP E 2 Select area of the Spain When you will release mouse button Create MapMark from selection menu option will appear Click on this menu option In the dialog Enter area name enter Spain 3 Now your map is marked and looks like Auto detecting area on the map 1 Open any map where countries or regions have only borders without any lines or marks inside 56 76 BSC Designer Manual Strategy Map with KPIs 2 Select Auto detect map mark button 3 Click in the center of area 4 BSC Designer will highlight selected region and suggest to enter name for this region gt
13. the program will need to know where to search for indicator names and parent container e The name of a parent container and indicator might be in separate columns In this case select the first option e Another possibility is that the name of indicator and its container are in the same column for instance in the format Container Indicator In this case you need to select the second option and specify the delimiter in the field below Associating columns in source data with indicators properties For the next step you will need to tell BSC Designer the meaning of columns in the data that you are importing For instance you need to tell it that column 1 should be associated with the name of the parent container of the indicator column 2 should be associated with the name of the indicator column 3 should be associated with the value of the indicator and so on It is important to specify which column contains the information about the indicator s name and its parent container Coles available for import Additionally you can tell BSC Designer that some of the columns in your data contain information about dates Then BSC Designer will import the values of your indicators into a time point corresponding to the date column in your source data file If you are importing indicators for just one time point you can select the Use current date from calendar option BSC Designer will show you a preview of the i
14. the thresholds for this indicator For example you can tell the program that 40 performance is actually a red zone for this very indicator 8 76 BSC Designer Manual KPIs Custom data al Custom data for KPI 1 Signals Baseine I Use custom stop lights Baseline target and progress Using the Max and Min fields is fine for the monitoring purposes but what if business executive has some strategy to increase the number of leads In this case he or she might need to track not the performance but the progress To track the progress one needs to compare the current value to the starting point baseline and to the end point target e The goal of an executive might be to start with 12 leads per week baseline and to achieve the level of 20 leads per week target How does BSC Designer help in this case e Managers generate 12 leads per week BSC Designer calculates that the performance is 40 but the progress is 0 as the number of leads did not improve yet e Managers of the company did an excellent job and improved the number of qualified leads from 12 to 18 What is the performance and the progress achieved The performance is 60 as we measure it on scale from 0 to 30 the progress is 75 as we measure it on scale from 12 to 20 and we have almost achieved the target goal 20 lead per week Planning progress with Target Wizard In the real business situations a manager doesn t expect a sudden growth
15. 3 76 BSC Designer Manual Link to SQL database 1 Create a new indicator Monthly sales 2 Change its update interval to Update monthly 3 Now instead of using Date parameter in your SQL query use UpdatePeriodEnd and UpdatePeriodEnd parameters Update SQL query appropriately SELECT Value Date FROM all WH ERE Date BETWEEN UpdatePeriodEnd and UpdatePeriodEnd Additional settings e Use Document Properties command in the File menu to access the SQL tab You will find there additional settings that specify how the BSC Designer will access data using SQL indicators 34 76 BSC Designer Manual Link to Web Based Script Build a KPI Using External Data Source in XML or JSON Formats BSC Designer allows you to access data in XML or JSON format available online and use it or a KPI value This is one of the possible ways to integrate BSC Designer with a 3rd party data source This way requires some development on the client s side but it is a good alternative to the usage of SQL indicators e This feature is available in the BSC Designer PRO edition only Create HTTP indicator Here are the steps to create an HTTP powered indicator 1 Open a new or existent BSC project 2 Select New HTTP indicator command in the KPIs menu 3 Specify script access URL and the necessary parameters Parameters Several parameters can be passed by BSC Designer to external script e name BSC Design
16. For instance if you change the name of the indicator then the new name will be used for all time points e Time specific values can be configured in any way at any time point Time specific values are Weight Value Min Max Baseline Target and Optimization Method Synchronization with update interval For any KPI an update interval can be defined via Initiatives In this case BSC Designer will synchronize calendar control displayed for this indicator with an update interval Grouping data by time points KPI data on the charts and in the reports can be presented in aggregated form Data grouping function need to be used in this case 14 76 BSC Designer Manual Grouping Data by Periods Grouping Data By Time Periods in BSC Designer BSC Designer includes easy to use charts and reports so you can see how the values of your indicators change over time But if you define a new value for each indicator every day your data tables can grow very quickly After a month these tables can be huge and that means your charts and reports can become confusing The solution is to group your data and display meaningful summaries You can group an indicator s daily values into weekly monthly quarterly or yearly values to easily track the indicator s progress Grouping Data by Time Period BSC Designer allows you to group the values of an indicator according to the time period of your choice C Miri summary tor tems witho
17. Manual Analysis Analysis in BSC Designer E Check out video manual for Analysis Indicators from a business scorecard are a great source of information KPIs Dashboard and Strategy Maps show you a picture of today s performance but an analysis of historical data provides a lot of business insights as well Sa Te A A ae With the Analysis tab in BSC Designer it is possible to find e Best worth performing indicators over a period of time e Forecast indicator s value e Find the most important indicators or e Do a gain loss analysis Each type of analysis has its own options but there are some common elements of the interface as well e Below the list of indicators there are some controls that define the time scope of the analysis e On some tabs you will see such columns as Progress Performance Weight and Value e These are properties of an indicator in BSC Designer e Their meaning was explained in the details in the KPIs section of the manual e In the indicators table there is an Author column e In this column you will find the name of a scorecard owner e Or the name of the person responsible for an indicator that was specified via Initiatives e This will help you to contact an appropriate member of your teamif you find an indicator that needs more attention Let s review all of the types of analysis that BSC Designer provides Performance Progress Analysis If use this type of anal
18. QL query is as simple as SELECT Value Date FROM all WHERE Date Date To make sure that BSC Designer actually reads the data from the data source select some date in the BSC Designer calendar In our example we can select 28 April 2015 in the calendar and the value for a KPI will be taken from the data source and it will be 39 Parameters in request Date is not the only parameter supported by BSC Designer here are some other parameters that you might want to use in your query e FileName will pass the file name of the current bsc project Date will pass the current selected date in BSC Designer UpdatePeriodEnd the first date of the selected period applies when update interval is specified For the details see the example below UpdatePeriodEnd the last date of the selected period applies when update interval is specified For the details see the example below ItemName will pass the name of SQL indicator into SQL query Max passes the MAX value of an indicator Min passes the MIN value of an indicator Getting aggregated values from a data source In some cases you need to read from a database not just a single value but get an aggregated value over a period For example in the project you might have an indicator Monthly sales but in the database there might be records for each order that your customers placed Here is what you need to do in BSC Designer in this case 3
19. S Excel or from other scorecard project There is a section of the manual that explains all of the supported data sources in the details Min max and performance The pairs of the input fields Min Max and Baseline Target allow specifying the range of values for an indicator so that the program can calculate the performance and the progress of an indicator respectively e The results of these calculations are displayed in the KPI tree To illustrate the difference between these fields let s take the indicator Number of qualified leads as an example e What might be the minimal number of leads that a business generates weekly Managers might have a bad week when no leads were generated so we put 0 in the Min field e What might be the maximum number of leads that a business generates weekly lt depends on the business let s use 30 leads for this example e If the only goal of the manager is to monitor the current business performance then we have enough data for the calculation Taking into an account Max Min and Value BSC Designer calculates the performance If business generates 12 leads per week then the performance is 40 Sometimes you might want to enter only the current value and compare it to the baseline and target In this case use Simple mode check box Stop lights Asmall stop light near the value field indicates the state of the indicator visually Click on the stop light icon to customize
20. SC Designer Because most business professionals want to manage their company better through strategic planning for future business objectives and initiatives and sharing this vision with their team The goal with our performance management software is to let everyone in the company see the big picture of what s going on and how a specific initiative could help improve business performance including the jobs of everyone in the company Now to describe this big picture top managers and their teams need to create strategy maps BSC Designer lets you do just that With a new strategy map you can capture business insights that you have and convert them into business objectives linked with each other by cause and effect connections These business objectives will be aligned with specific indicators and initiatives giving everyone in the company a clear road map to business success That is a short version of our philosophy and about the business scorecards themselves We implemented these ideas in our scorecard software though and we are communicating them via info products books and articles here on bscdesigner com Now as you can see a professional business scorecard will help you not only with planning but with execution as well We know that your biggest challenge with business scorecards is not only about KPIs The major challenge you currently have is getting all the vital parts of the scorecard together such as e forma
21. The new objects are fully customizable e Double click onto the object to change its text e Use the object s properties on the right to change e Text alignment e Color e Shadow and gradient e Rotation angle and e Font settings e Any two objects on the map can be linked using several link types Adding business goals and KPIs For now BSC Designer was used as a classical drawing tool Now let s add some live data e Use Add Business Goal button to have a copy of a business goal on the map e Use Show indicators property to switch the display of aligned indicators and initiatives e Use Add KPI button to visualize some of the indicators that are relevant to the map e Switch to the compact mode and change the glyph using the properties panel The resulting map is not just a nice diagram that can be created in any presentation software but is a live map with business objectives initiative and indicators e f the values of indicators are updated the KPIs on the strategy map will be updated as well e You can double click onto any indicator or business goal to go to the details In this way you can create business process maps and add some indicators that visualize control points of these processes Balanced Scorecard map There are some maps that BSC Designer can create automatically using the data about business objectives their connections and aligned KPIs e Start Strategy Map Wizard e Choose Balanced Score
22. User manual BSC Designer Balanced Scorecard Software Version 8 2 Table of Contents BSC Designer Introduction Business Goals KPIs Link to MS Excel Data series Initiatives Diagrams and Charts Strategy Map Dashboards Analysis Alerts and Notifications Reports BSC Project MISSION ANG Visi n a ais TIMO POESIA Grouping Data dy Periods ne Custom Measure Units cnica Performance Formulas ninio carencias KEY RISK IMCICALORS ii eA eee ied ed ee ee ede Se ee Data Sources Cascading coccion cnc ceca caca Import Values nt or To a SP CST OS Link to BSC POC dia AA A denna diwanan ko SDE a a E AS Link to Web Based Script ccocicioccnocicicninininicinanini nono canonan ancora roca EXPO VAIUCS ii de dei Adding Comment to a Diagram iii e state As a a a Strategy Map With KPIS eieiei eaae aaaeeeaa aaraa kanarek iraire Project gd 0 91 enn Project Checa rl O Ut cscs e Nl ia gn a at Sle ie nd Command LINE siesena BSC Designer Manual BSC Designer Introduction Welcome to BSC Designer E Check out the video introduction to BSC Designer BSC Designer is a performance management software It supports the Balanced Scorecard framework which according to yearly studies continues to be one of the most popular tools for planning and executing a business strategy Ee pdt Yew Fh Sumegy map Took Bepems Chats tiep 2340 80 23 ate mp Se s Cd stan ta et the tent of the rumor statement oF ght chat to
23. Values Export Values From KPIs With BSC Designer You Can Export Indicator Values Including current values weights min and max baseline and target values Step 1 Run Export e Select any indicator e Right click on the indicator and select Export Delegate gt Export values e Follow the Export wizard You will be asked if you wish to export the whole document or only the selected item Step 2 Select level of detail BSC Designer supports different detail levels for export For all time points export changed fields from indicators for example only value Field all fields from changed indicators value min max etc default values and all fields from all changed indicators e Changed fields from indicators only changed fields will be exported For instance if the Min field was changed but the Max field was not changed then BSC Designer will export only the value of the Min field e All fields from changed indicators if one of the fields for the indicator was changed then the values of all other fields for this indicator will be exported as well e Default values and all fields with this option BSC Designer will export all possible values including default and inherited values e Values for selected dates Step 3 Select columns to export For this step select the columns to be exported Step 4 Preview Verify that the displayed data are what you need Step 5 Dest
24. aligning them with indicators or process maps and presenting them on the strategy map Up bc A ee pa ae All of the control for business goals in BSC Designer are located on the Business goals tab e The tool bar at the top allows adding new business goals and aligning indicators with them e The area in the middle displays all of the business goals of the scorecard project e The panel on the bottom is to specify and modify the properties of a business goal Goals and objectives in BSC Designer By the way sometimes the words goal and objective are used interchangeably Actually there is a difference The word goal refers to some vague idea or a business dream while objective is more specific and quantifiable Any business professional knows that all excellent objectives start with vague goals so in BSC Designer we don t obligate you to be specific You can manage vague goals as well as specific business objectives To create and set up a new business goal follow these steps e Select a parent item for a new business goal and then click the New business goal button on the tool bar Anew goal item will be created e As you can see you are not limited to just a list of business goals you can create a hierarchical goals structure with many parent and child items Goal s properties Abusiness goal item in BSC Designer has some important properties Name Y Display on strategy map Customer Objective 1 Description Wha
25. ap Sometimes you don t need a map with all of the details In this case choose Overview map in the Map Wizard This map displays top level KPIs or business goals only It is useful if you do a presentation or need to explain key parts of your strategy to partners or the press KPI map On the Others tab there are maps that BSC Designer can build for KPls or business goals The program uses different placement algorithm for each of the maps e Inthe manual for KPIs we were talking about a weight property of an indicator It shows the relevant importance of the indicator compared to other indicators e There is a check box Pen width for links depends on items weight If checked BSC Designer will visualize indicators with a higher weight using the thicker links Cascading map When the business scorecard is implemented across the company the scorecards of business units are connected into a cascading scorecard A typical situation is when a top level scorecard reads the data from the department level scorecard These connections might be complicated and hard to track e Cascading projects map in BSC Designer shows all of the scorecards involved in cascading Check out Cascading project in the Samples folder e Open the Main project e The indicators on the KPIs tab are taken from other scorecards e Switch to the Strategy map tab to check out the Cascading projects map A Cascading projects and indicators map is similar
26. ase note this dialog is a Windows dialog not a dialog of BSC Designer so it may be different in other Windows versions Click the button to the right of this radio box in Windows 7 it is Build Provider Connection Advanced Aat Specify the following to connect to ODBC data 1 Specty the source of data Use data source name y 2 Enter information to log on to the server User name Password E Blank password 7 Allow saving password 3 Enter the intial catalog to use Test Connection ok cmos to _ 10 In the new dialog go to the Machine data source tab To demonstrate the function we ll use an Excel based data source so select Excel Files as a data source A Machine Data Source is specfic to this machine and cannot be shared User data sources are specfic to a user on this machine System data sources can be used by all users on this machine or by a system wide service He 11 Double click on it Then select an MS Excel file xls you will find some in the BSC Designer installation in the folder Samples Data via SQL Click OK 31 76 BSC Designer Manual Link to SQL database r Step 1 Set connection string Provider MSDASQL 1 Persist Security Info False Extended Properties DSN Excel Fles C Gill Cae aw Step 2 Set SQL statement 12 Click the Test butto
27. at two previous steps for other experts 11 Click on drop list Series again and select your group name In our example the group name was Default 12 The Value of an indicator is now calculated as an average of expert scores I7 Simple Mode paces fs a Da Optimization Last update bey Pcs E Initiatives 77 maximize Value Lin Series Tn gt Following these steps one can add interview survey data in KPI in BSC Designer Here are some useful tips and tricks for this function 37 76 BSC Designer Manual Data series e You can still use time points It means that you can interview experts regularly monthly or quarterly enter the data for each interview session and see how expert opinion is changed over the time e You might want to use customer measure units in that case experts won t need to come up with a score but will be able to give their opinion on the scale from Bad to Excellent or some other custom scale e One series group can be associated with many indicators e g you might want to ask experts about product quality and customer service quality e If you closed the toolbar then you can display it again via View gt Toolbars gt Panel Series e Inthe menu Reports gt KPI Reports there is a special Series report e On the top of Series dialog you can find the Chart tab Use it to display some trends related to the survey that you have done 38 76 BSC Designer Manual Export
28. b contains information about the units of measure used in the scorecard e Measure units can be added or deleted e Measure units can be imported from another bsc project Custom values amp files tabs These two tabs help to customize reports e Using custom values if it is needed to insert text in the report e Using custom files if it is necessary to add some files to the report The custom values tab allows specifying custom values which will be used in the HTML report To create a new custom value follow these steps Modify the template file to your needs Typically you need to modify the Common html file located in the Templates folder In the template file use something of the format custom_value Go to the Custom values tab and click the Add button Inthe Template field input the name of the custom_value without quotation marks In the Value field input the value for the custom template Click the Apply button DUIADN Check the online manual on customizing reports Custom files use the same idea as Custom values see above but custom files are designed specifically for files for instance a customer logo 70 76 BSC Designer Manual Project Properties e When an HTML report is generated the custom file will be copied to the report folder Check the online manual on customizing reports SQL tab e The SQL tab contains settings that are used when BSC Designer access the
29. can add some text notes e The difference between these options is that Remark is time specific it means that this note will appear only for the certain date in the reports e For Comment and Remark initiatives it is possible to add a chart tag In this way you tell BSC Designer that you want this comment to be displayed below this chart in the reports e Budget and Duration initiatives allow you to specify important information about the budget associated with this business objective or about the time needed to executive some sort of action plan Later you can use Budget and duration report command in Reports menu to generate a report that will summarize the budget and duration details for your scorecard project e In the initiatives dialog there are Google Task and Google Calendar buttons that you can use to create a new task or event for selected business objective or indicator BSC Designer will save your time and fill in some details about business objectives or an indicator for you Person responsible Any initiative associated with an indicator or business objective can have a person responsible Click the Person responsible button in the Initiatives dialog to access this function You can select a person responsible from the list of users in your group Then you can setup notifications that will be sent to this person or persons For example you might want to send a notification to a person responsible when an indicato
30. card option e Click Execute button On the new map there are four perspectives that correspond to the top level objectives from the Business goals tab 48 76 BSC Designer Manual Strategy Map e Each perspective includes some business goals e These business goals are linked with each other e Some goals have a KPI and an action plan aligned with them e Goals that belong to the different strategic themes use different color coding e Double click onto the business goal item to go to the details of the business goal e Customize the links between business goals using Contributes to and Contributed by fields e Use Display on strategy map check box if you don t want to visualize certain goals e Select aligned indicator to define the way that it is visualized on the strategy map e Associate business goal with a specific strategic theme All the details about the Business goal tab were explained in the respective section of the manual You can continue using the Business Goals tab or you can go back to the Strategy map tab and start managing your business goals directly from the map e To add a new business goal select some existing business goal Then e Press the Enter key on your keyboard or e Click the Add business goal button on the toolbar e The Parent property shows where the new goal will be placed e The Contributes to property shows the linkage between the new goal and other goals e As a
31. cators on one level is defined in File gt Document Properties gt Main gt 10 76 BSC Designer Manual KPIs Max Weight You can select the Balance weights gg command in the KPIs menu BSC Designer will update the weights so that the sum of the weight would be equal to Max weight Containers for indicators One important comment about the example above e The Support quality indicator that we created was actually a container for two other indicators A container is similar to an indicator it has the value and the performance The difference is that the value of the container can be calculated using the values of child indicators e In the example with Support Quality it did not make sense summarizing two different measures hours and leads to calculate the value of the container For that very reason we calculated the performance of the container as a weighted average of a child s performance and used this performance for the container s value e f the container is something like Sales in the region and inside there are indicators for the revenue generated by local offices then for the value of the container it is possible to use a sum or an average of the child values In this case the performance of the Sales in the region container can be calculated as a weighted average of the child s performance or if you have some specific performance criterion in mind you can use container s value and other parameters s
32. choose one that you want to be visualized on this chart e For some charts it makes sense adding several indicators so that you can see several trends at once To do so press and hold the Control key on your keyboard when selecting indicators e Each chart added to the dashboard has its own small tool bar This tool bar is different for each 59 76 BSC Designer Manual Dashboards type of the chart For example for a time chart you will be able to add another indicator to the chart or choose the time period for the visualization e Right click on the chart to bring it to the front or move it to the back In this context menu you can also choose to go to the KPI that is a source indicator for this chart On the dashboard you can use all of the types of charts supported by BSC Designer Check out the appropriate section of the manual for the details about specific chart types In BSC Designer you are not limited by a single dashboard only You can add more dashboards and visualize on them various aspects of your scorecard project If you need to share a dashboard you can generate a dashboard report using the Report button on the right With dashboards one can have a quick view of what s going on in the business right now Make sure that your scorecard projects includes dashboards that will support your decision making process and will work as an early warning signal if something goes wrong in the company 60 76 BSC Designer
33. deadline for an indicator Integration with BSC Designer Online To have an alerts function working properly you need to have an account in BSC Designer Online The desktop version of BSC Designer connects to this account to obtain information about your team members and to send them out notification emails Creating a new alert Let s pass through the steps needed to create a new alert or to modify an existing one e Go to the Alerts tab and click Add alert button The settings available for the new alert will be displayed below On the General settings tab you can choose the name of a new alert and choose if you want this alert to be applied to the whole scorecard project or to the specific indicator only On the Event tab you can select the reason to generate an alert Three options are available here e Alert on the change of KPIs value option allows monitoring the value of an indicator You can choose to have e Anotification about any change of indicator s value e Anotification about the value of an indicator in the specific interval or e Anotification when the indicator s stop light becomes red e An option Alert on new initiative added can be used to notify all of the members of your team 64 76 BSC Designer Manual Alerts and Notifications about a new initiative that was aligned with an indicator Learn more about various types of initiatives in the respective section of the manual e The Update in
34. e Excel reports in silent mode This is very useful when you need to integrate BSC Designer with another business application The interface for the command line is Filename export FileName overwrite For example if you need to export the file Scorecard1 bsc into Excel file Report xls you should use the following parameters when launching BSC Designer from a third party tool e Scorecard1 bsc export Report xls overwrite When using long paths to the files be sure to use quotation marks as in C program files BSC Designer Time points in reports BSC Designer supports time points If you are using time points and need to get a report for a certain date use the date parameter date as it is according to your current computer settings for instance e Scorecard1 bsc export Report xls overwrite date 01 24 2007 e Please note the date must be according to your current computer settings it might be DD MM YYYY or MM DD YYYY depending on your configuration HTML report via command line Itis possible to generate HTML reports through the command line interface For that function you should specify the starting and ending date for the report and add the html option in the command line e Example bsc_designer exe some_project bsc date1 20 12 2007 date2 02 01 2008 html export report html overwrite Other reports e the overview option in a report will enable generation of overview reports for example
35. e SQL query as a data source for an indicator Here are the steps that one can follow to create a scorecard using external data for KPI Creating connection string Launch BSC Designer Create an indicator Click 1 KPI Data Source button Select Link to SQL Database Select a database with local or Web access Click the Build button to create a connection string Aah WN 7 The first required step is to specify a data source Please note the number of available data sources depends on the ADO drivers installed on your system 8 As an example you can select ODBC Drivers and click Next 30 76 BSC Designer Manual Link to SQL database Provider Connection Advanced All Select the data you want to connect to OLE DB Provider s 2 Microsoft Jet 4 0 OLE DB Provider Microsoft Office 12 0 Access Database Engine OLE DB Pro Microsoft OLE DB Provider for Analysis Services 9 0 Microsoft OLE DB Provider For Data Mining Services Microsoft OLE DB Provider for Indexing Service E Microsoft OLE DB Provider for OLAP Services 8 0 Microsoft OLE DB Provider for Oracle Microsoft OLE DB Provider for Search Microsoft OLE DB Provider for SQL Server Microsoft OLE DB Simple Provider L OLE DB Provider for Microsoft Directory Services m 9 On the next tab you will see 1 Data source Use the radio button there to select Use connection string Ple
36. ed value is expected to be achieved Value Analysis With this type of analysis you can have an overview of your indicators e Select an appropriate interval using the time controls The program will show e The minimum and maximum value of an indicator e The average value over the period and e The current value Use this type of analysis to check out the average indicator values for a period of time Update time Analysis As it was discussed in the KPIs part of the manual each indicator in BSC Designer can have its own update interval One way to make sure that all of the indicators are updated on time is to use the Alerts tab but sometimes it is necessary to have all of the update details in one place Use Update time analysis for this purpose 62 76 BSC Designer Manual Analysis BSC Designer will list all of the indicators of your scorecard and display three columns with updated information e Update in column shows when an indicator needs to be updated e Last updated column shows the date when an indicator was updated the last time e Update each column summarizes information about a required update interval Biggest gain loss Analysis With this option one can easily find indicators that changed significantly You can choose to look at the changes of indicators e Performance e Progress or e Value You can also choose if you want to compare the current value to the previous value o
37. egy Maps in BSC Designer E Check out video manual for strategy maps Astrategy map is a great business tool that helps to share the big picture of your business challenges with your team A properly designed strategy map explains a business context helps to communicate your strategy and is a base for the discussion of a company s objectives ms Strategy map in BSC Designer is not just a simple drawing or presentation tool It visualizes business goals connections between them and aligned KPIs In a business scorecard project you can have many maps e One can be a big picture of your strategy e Another might be a performance dashboard for various regions or e You can have business process maps No more time consuming designs using presentation software Those maps have no live data for indicators and are hard to maintain In the contrast maps in BSC Designer can be created almost automatically and visualize all the data you need Create a new strategy map To create a new strategy map follow these steps e Go to the Strategy Map tab e Click Add strategy map button Before using various automation features that Map Wizard suggests let s start with a blank map e Use toolbar to create new objects like e Text box e Rectangle or e Ellipse e Choose more drawing shapes from the drop down list 47 76 BSC Designer Manual Strategy Map e Add to the map a logo of your company using an image tool
38. eo manual for Dashboard function Atypical business scorecard project includes many indicators that help monitor business performance and track the progress towards business objectives Sometimes is it necessary to have a single view of specific indicators only For some indicators it is necessary to see how they were performing in the past and for others the current performance figures are of more importance In BSC Designer we have dashboards that can be configured to display the most important charts for indicators All the dashboards controls are located on the Dashboard tab Here you have e Atool bar that allows creating a new e Atool bar that allows adding new charts and arranging them e Acalendar control that will be useful to specify the time scope for the visualized data To add a new chart to a dashboard click the Add button From the appeared sub menu you can e Add achart for an indicator to a dashboard e Visualize a copy of an indicator e Have a copy of business goal or e Even display some important strategy map from this or another project file When adding a new chart the program will suggest for you to select a source indicator and the type of the chart e There is a check box Display data for KPI items selected in KPI tree on the left If checked BSC Designer will make a free chart It won t be linked to any specific indicator and you will be able to use a list of indicators on the left and
39. er an indicator can be a container for other indicators When an indicator plays a role of a container it has its own formula as well For example you can choose to calculate a container s value as an average of child indicators 21 76 BSC Designer Manual Data Sources Cascading e The next two options are Import from MS Excel and Link to MS Excel e Choose Import from MS Excel if you want to migrate your data from an Excel spreadsheet and use only BSC Designer in the future Read more about importing values e With the Link to MS Excel you tell BSC Designer what data from this spreadsheet you need the program will read this data when needed If the data will be updated in a spreadsheet it will be updated in BSC Designer as well Read more about this option e The Link to BSC project option allows reading the data from another project file of BSC Designer It is used for the cascading of your business scorecard projects For example in this way a department manager can obtain a value of an indicator from a lower level scorecard of any employee Read more e Link to SQL database option allows one to access the data stored in any database that supports SQL queries BSC Designer can send a query to the database that is accessed locally or has a web access To configure these options you might require the assistance of an IT administrator of your company Read more about linking to SQL database e Link to a web based script
40. er will pass the name of the HTTP indicator e date BSC Designer will pass the current date selected in BSC Designer s calendar If necessary BSC Designer can convert the date parameter into the date format required by your script Script response Server response should be in XML or JSON format An example of server response in XML format lt xml version 1 0 encoding UTF 8 gt lt root gt lt value gt 20 1 lt value gt lt name gt New indicator lt name gt lt root gt An example of server response in JSON format e value 20 1 name New indicator BSC Designer will read only value field in the response Other fields will be ignored Test scripts In the New HTTP indicator dialog there are test scripts that show how one can pass data to XML or 35 76 BSC Designer Manual Link to Web Based Script JSON scripts Try using this two strings in BSC Designer and in web browser to see how to pass parameters and read server response e http www webbsc com http_indicator_test son date date gname name JSON test script e http www webbsc com http_indicator_test xmi date date gname name XML test script 36 76 BSC Designer Manual Data series Power KPI with the Results of Surveys in BSC Designer In some cases the value of the KPI is not taken from a database but is based on the opinion of several experts In BSC Designer this data source that is called Data series it will help to
41. external data with SQL indicators Password tab e Use text fields on the Password tab to assign password for reading and writing Grouping tab This tab defines grouping settings used in BSC Designer Last save tab Displays latest saved sessions for the current project Business goals tab On this tab one can choose if how BSC Designer fills in empty business goals descriptions Baseline On this tab it is possible to define how baseline is updated in BSC Designer 71 76 BSC Designer Manual Project Check In Out Check In Check Out Business Scorecard Project BSC Designer can check out a project to a remote FTP server or an account in BSC Designer Online and later check in the project to make modifications in the future o oe E e Use the Check in project command in the File menu to access a project on a remote server e Use the Check out project command in the File menu to save a local project to an FTP server and account in BSC Designer Online Access remote projects Storing projects on FTP or in BSC Designer Online is necessary when you want to build a Balanced Scorecard cascade by linking several scorecards together Using an Imported Indicator BSC Designer users can access projects stored remotely 72176 BSC Designer Manual Command Line Command Line Interface Acommand line interface is available in BSC Designer Using the command line interface you can generat
42. ffect connections in the form of arrow links Using Contributes to and Contributed by fields is one way to tell BSC Designer about the connection between business goals It is also possible to create some new business goals and establish cause and effect connections between them directly onto the strategy map Check out the Strategy map section of the manual for the details Goal on the strategy map e Sometimes a business goal that you have is important but not strategic enough to put it on the strategy map In this case you can have this business goal listed in BSC Designer but you can choose not to display it on the strategy map For this purpose use display on the strategy map check box which is available on the goal s properties panel Once a new business goal is created in BSC Designer there are two important things to do e Use the Initiatives button to align specific action plans and initiatives with this business goal e Use the Align with KPI button to link some indicators to this business goal Indicators that are aligned with business goals will be shown below the respective business goal item You can select an aligned indicator and specify how you want it to be visualized on the strategy map Name Dan i ah boa tpe ZE FF cara oe 2 Drogen te Progen gt kesio oss E rey CESA Among visualization options there is Indicator type drop list Use it to specify whether in this business context an aligned i
43. gner Manual Grouping Data by Periods Man Mesmaeunits Contes valves Curtore fer SOL Parsad Grouping Mescure unt none Import ox K Cancel Now whenever you group the values of any indicator that uses this measure unit those values will be summarized or averaged by default Of course you can still give an indicator its own individual grouping type which will override this default value Please note You cannot change the default grouping type for a default measure unit You can change the grouping type for the individual indicators that use a default measure unit But you ll need to use your own custom measure unit in order to set a default grouping type 16 76 BSC Designer Manual Custom Measure Units Add Custom Measure Units To Select One of the Custom Measures select any indicator and then click on Measure drop down list O Value Measure Weight 63 1 B fscore 1h E Baseline Target Score Yo e To add new measure units select lt New gt option in the drop down list Custom Units Dialog Use the Measure Units tab File menu gt Properties gt Measure Units to manage custom measure units e Create and name new units of measure in any way you like for instance m2 e Import and export the list of measure units from other projects of BSC Designer Create new measure units 1 Specify the name for new measure units For instance m2 stands for square meters 2
44. gner Manual Strategic Themes 4 Use Display themes drop list in the custom settings to choose strategic themes that need to be displayed on the strategy map 54 76 BSC Designer Manual Strategy Map with KPIs Link KPI to Specific Location on the Strategy Map BSC Designer allows link KPls with specific location on the strategy map It is useful if KPI is responsible for certain geographical area Loading map Select Strategy Map gt Placement Wizard gt Map with KPIs BSC Designer will suggest you several options e Select picture file of the new map In this case you can select any picture png jpg and other formats and use it as a background of the map Disadvantage of this approach is that you will need manually select certain areas on the map and mark then by adding name of the certain location e Import mapped location from file In this case you can import mapped locations from any other BSC Designer project This option is useful if you have a map of the certain region with marks designed in BSC Designer and you want to re use it e Select ready to use map template Together with BSC Designer we distribute some free to use maps with marked locations You can use this maps as a starting point for your project Comp ary ae mple scorecard Lon L aai d ni cerecard t Ble Edt Wew Strategytre Spategymap Tools Reports Charts Help Balsa emie 4 es VS myom E 22 laps la A Chck button to eit the text of
45. grams The interface of KPIs incorporates many functions including those ones that allow you to drill down to the data from other scorecard projects calculate performance and progress for indicators and for the whole scorecard Create a new indicator AKPI scorecard starts with an indicator To create a new indicator click the New indicator button on the toolbar With BSC Designer it is easy to e Move indicator in the KPI tree e Change its name e Change an icon associated with it e Add a detailed description e Assign a person to be responsible e Specify a required update interval or e Add a specific initiative The panel below allows adjusting an indicator s settings Value of an indicator 7176 BSC Designer Manual KPIs The Value field shows the current state of an indicator Value Measure Weight 21 3 E Score y 5 8 Baseline Target Min Max ls e cA fo 100 Optimization Z Maximize Value Linearly El e The value of an indicator is time specific Choose a date in the calendar on the right to enter a new value or view an existing one e Most indicators are updated monthly or quarterly go to the Update interval option in Initiatives to choose an appropriate update interval Next to the value field there is a KPI Data Source button Use it to choose a data source for an indicator e The data can come from a database it can be calculated and it can be imported from M
46. gy discussion The benefit is that you can support your ideas by some key data from your business scorecard Here is what a PowerPoint report offers e On the first slide you will see an introduction of your Business Scorecard e On the next slides will be placed the maps from your project e Then you will see the business goals Finally the presentation will include all the details about indicators together with some key charts Customizing report There are different ways to customize your reports in BSC Designer One of the typical cases is that you need to comment on some charts To do this just add a new comment or a new remark via Initiatives and use one of the chart tags Your comment will appear under the selected chart in the reports Learn more about comments Need to customize your reports more e Start with the Settings button that is available for some reports e If you need to add to the template company s logo or other data go to the Company Info tab in application options e f you want to customize the way the charts look go to the Chart colors tab in application options 68 76 BSC Designer Manual Reports Sharing the report Excel or PowerPoint reports are created directly in MS Office so you can easily save and share them with your team With HTML based reports you have even more flexibility e You can save a report to the local disk e You can publish it on your FTP server and share the link
47. h other applications 28 76 BSC Designer Manual Link to BSC project 1 Asoftware developer can create a program which reads passed parameters such as the name of an indicator and as a result creates a simple bsc file the bsc file is in XML format which is accessible to third party developers 2 The user in BSC Designer selects Run script before import specifies the application and the necessary parameters for instance script exe indicator_name As a result the program will run the script before reading data and the script will create the necessary information to read and pass it to the user s scorecard Sometime it is a good idea to develop a script and use the described scheme but it is also possible to import data using SQL indicators 29 76 BSC Designer Manual Link to SQL database Import Data for an Indicator From External Database with SQL Query In BSC Designer users can setup indicators and access 3rd party data sources like databases of CRM or ERP systems using SQL queries This part of the manual explains how to do it step by step and provides some examples Note e Creating SQL requests might require technical knowledge so if you encounter difficulties please consult with IT professionals experienced in SQL ADO e We have put together an example of how to use the scorecard in BSC Designer Samples Data via SQL check readme sq l txt in that folder before opening the samples Us
48. igner Manual Link to BSC project we Step 1 Select bsc source file From fie wrip FTP BSC Onine Filepath JT Run script before import Step 2 Select Indicator to import Name of imported item Delegating indicators Sometimes it is convenient to delegate an indicator or a container with several indicators In this case BSC Designer will execute two functions e 1 It will move selected indicators to a new project e 2 It will link back moved indicators to the original project The author of the original project will no longer be able to edit the indicators but it will still be possible to view their values The owner of the new project will be responsible for updating the indicators values To delegate indicators find the required indicator or container on the KPI tab right click on it and select Export Delegate menu Integration by independent developers Independent developers can create applications which will help to integrate scorecards with any business solution Here is the list possible parameters e indicator_name this is the name of the indicator in the parent scorecard which initiates importing e project_name this is the bsc project name e imported_indicator_name this is the original name of the indicator in the child scorecard e the scorecard which is the source of the imported data The following scenario shows how BSC Designer can be integrated wit
49. ination file name Enter the name of the file where the data should be saved You can use the csv extension so that you can open the data in MS Excel 39 76 BSC Designer Manual Initiatives Initiatives and Action Plans E Check out video manual for Initiatives An action plan is an important part of any business scorecard We can have KPIs business goals and strategy maps but the final and the most important step is always an action BSC Designer allows you to align any business goal or indicator with an initiative An initiative in BSC Designer might be e asimple text comment e alink to some important document or e akey information about the specific time and budget needed Some member of your team will work according to the defined plan BSC Designer allows you to specify a person responsible and make sure that this person receives important notifications about an indicator and receives updates on an indicator s value on a regular basis Scorecard item Indicator KPI 7 custom measure units X 24 12 2013 12 37 43 Administrator Jack is responsible for this KPI E 11 06 2014 17 27 C documents ymportant fle doc 11 06 2014 17 27 37 www bscdesigner com storage some document xis 11 06 2014 17 30 05 1200 We need 1200 US to start the project 11 06 2014 17 30 22 4 4 hours required to start the project 11 06 2014 17 35 08 11 06 2014 time This comment will be splayed be 11 06 2014 17 36 53 bob ebot
50. lbar is clicked the program will open a special calendar which represents the available time points e f the specific date is highlighted in bold then there is new information for the indicator e The user can click any date in the calendar and assign date specific information Inheritance The values of performance indicators are actually inherited from the previously specified value performance values e For instance if on December 1 the user has specified a weight value for indicator KPI 1 equal to 3 then the program will automatically suggest this value for all dates after 12 1 e If 12 5 is clicked on the relative weight value for indicator KPI 1 will be 3 If needed this can be changed to new value for instance 6 Now for all dates between 12 1 and 12 4 the weight value for KPI 1 will be 3 and for all dates after 12 5 6 This is how the principle of inheritance works To make working with inheritance easier the developers have implemented a special color scheme If the indicator is highlighted with blue then it means that some of its details were changed today If the indicator is highlighted with gray then it means that some of the indicator values have been inherited from past dates Time specific and static values Some values of indicator are time specific while others are not time specific and are static 13 76 BSC Designer Manual Time Points e Static values are an indicator s name and description
51. lizing interconnected business objectives on a strategy map e aligning them with specific KPls measurements and action plans e regularly updating and maintaining this business scorecard BSC Designer is an excellent choice for these tasks It simplifies the complexities of your company in an easy to use and easy to understand way e But don t just take out word for it Check out the testimonials of past and present users as well as proven case studies on bscdesigner com You ll find that our tools helped them and it can help you too This product is available for several platforms e you can use the Windows desktop version or e integrate it with BSC Designer Online for even better teamwork support e with the Android application you can have a live copy of your business scorecard and access it on your smart phone or tablet Lastly if you need any assistance with your business scorecard project or our software send us a message and we ll make sure to help you in any way 2 76 BSC Designer Manual Business Goals Business Goals in BSC Designer E Check the video manual for Business Goals online Business executives always have many insights about their company It is important to formalize these insights in the form of business goals and objectives Unlike in the simple to do list in the business scorecard the cause and effect connections between objectives are important BSC Designer allows formalizing business goals
52. lue on this scale 44 76 BSC Designer Manual Diagrams and Charts L4 Optimization G Pie KPI overview E Weight FA Gauge Risk Problem resolving time 21 04 2015 5 hours Pie Apie chart represents the performance of each indicator within a container if the container is selected If the root is selected the chart will display the performance of each container Weight A Gauge 2 Diamond A Time 1 Optimization G Pie Performance HB HR cost HB Vendor management MJ Total cost redu E Chart options Radar chart Aradar type chart is built if the user selects a container which contains three or more sub items Optimization Gg Pie El Weight Gauge Diamond J Time Financial Perspective Min Value Max g Chart options BSC Designer can build a report using this type of diagram this report is called a Dashboard Report 45 76 BSC Designer Manual Diagrams and Charts Time chart diagram Atime chart diagram represents changes in performance for the indicator according to the time points specified in the project Optimization G Pie E Weight AA Gauge amp Diamond oS Time Revenues Score o N a a fee o So N a A D O oS o of G aaa 22 2 666 ow w a i Chart options 46 76 BSC Designer Manual Strategy Map Strat
53. mber of leads and the respond time lt would be much easier to understand what indicators are about if one could set Leads and Hours as a measure units In BSC Designer there is a drop list Measure where you can choose one of the predefined measure units or add a new ones e In our case the measure units will be Leads and Hours e ltis also possible to use some generic measure units like or score Relevant importance There is a weight field among indicator s properties Some business executives find it especially helpful as it allows to specify the relevant importance of an indicator compared to the importance of another indicator For example e Let s create an indicator Support quality and put inside Time to answer support queries and First contact resolution rate indicators Are these two indicators equally important for the Support Quality score Common business sense tells us that it s better to give a good answer that will solve the problem than to just respond quickly with some useless answer Still we need to respond quickly enough otherwise the good answer will come too late e The Weight field helps to explain this idea to the program The weight of Time to answer support queries might be 3 while the weight of the First contact resolution rate might be 7 In this way we tell BSC Designer that these two indicators have different impact on the Support Quality score The maximum weight of all indi
54. mported data 24 76 BSC Designer Manual Import Values Import preview When you finish the import process you will see the imported indicators in BSC Designer Click on the dates in the calendar to make sure that the right data were imported for the right dates 25 76 BSC Designer Manual Link to MS Excel Link KPI Value to Certain Cell in Excel File BSC Designer allows you to link KPI value to the certain cell value in Excel file IRN Go to the KPIs tab in BSC Designer and select KPI that you want to link Click Data Source button next to Value field Select Link to MS Excel Select Excel file to import from Select below the way you want BSC Designer to use to understand where the cell is located There are several options suggested Named range The most reliable one but in your Excel file you need to select certain cell and mark it as a named range check MS Excel manual for details Fixed address In this case you will be able to select certain spreadsheet and then select certain cell The problem with this method is that if you will add any column or line that will change the position of source cell the imported data will be incorrect Near cell with indicator name If the name of your indicator is New indicator 1 and in Excel file there is a cell New indicator 1 and another cell next to it with necessary value you can use text New indicator 1 as a reference to find necessary value
55. n to make sure that the connection string settings are correct Creating SQL query Now you will need to create an SQL query 1 Click the Build button for SQL statement r Step 1 Set connection string Provider MSDASQL 1 Persist Security Info False Extended Properties DSN Excel Fles l ple Wy Test 5 Buld r Step 2 Set SQL statement 2 In the first step BSC Designer will get a list of available tables in our example it is a named range all in Excel file Select a table and click the Next button STEP 1 Select table with data Available tables Available fields Date lt DBTIMESTAMP gt Value lt Real8 gt 3 From the Result field drop list select the column that you want to use for the value of your KPI In our example we choose the Value column STEP 2 Select fields and constrains Av gt S Value lt Real8 gt AS 4 Now add a condition that will tell a database to return data for the date selected in BSC 32 76 BSC Designer Manual Link to SQL database Designer s calendar To do so we need to select Date from available field list and then select as a condition and Date in the drop list Result field ains for current field Value lt Real8 gt v Value lt Reals gt 5 On the final step click Finish to apply changes and query the data source for the first time import date The resulted S
56. ndicator is leading or lagging one e Leading indicators will be marked with a light green color on the strategy map e Lagging indicators will be marked with a light gray color on the strategy map e Indicators without a type specified will be marked with a white color 4 76 BSC Designer Manual Business Goals For example e f a respective indicator of a business goal helps in monitoring the current business performance then you might want to choose Stoplight and Gauge to be visualized on the strategy map e f the indicator helps in tracking the progress towards some target value then you might want to have Progress bar and Value chart to visualize the indicator s state on the strategy Switch to the Strategy map tab to see how the business goals and aligned indicators are visualized e Some business goals are related to a specific process In BSC Designer you can create a detailed process map using drawing functions provided by the Strategy map tab After this you can align the created process map with a specific business goal as you did it with an indicator Conclusion In contrast from project management where we deal with the minor tasks and the distribution of specific resources a business scorecard is about a company s strategy You don t need to put into the scorecard all of the smallest tasks you have The goal is to have a big picture of what s going on in your business and to understand the reasons and the co
57. nsequences better The connected business goals aligned indicators and strategy maps will help you with this 5 76 BSC Designer Manual Mission and Vision Specify Business Mission and Vision In BSC Designer you can specify and display a short mission vision statement Change mission vision statements To change the mission or vision statement follow these steps 1 Go to the Business Goals tab 2 Select the main root element by default it is named Balanced Scorecard 3 Enter the text in the Mission field below or click button to access more details Now if you will switch to the Strategy map tab and update your Balanced Scorecard map you ll see the mission statement on the top 6 76 BSC Designer Manual KPIs KPIs in BSC Designer g Video manual is available for KPIs in BSC Designer For most business professionals the word scorecard is strongly associated with Key Performance Indicators KPIs Strictly speaking a typical business scorecard consists of two parts e The management part that includes business goals and strategy maps and e The measurement part that is supported by the indicators pop pue Y o Jo pea Cee we NE SoHE Al The KPI tab in BSC Designer is for the measurement part of the scorecard there you will find e The indicators with their performance figures e The panel to edit the settings of an indicator and e Anumber of visual charts and dia
58. ntly selected in the program s calendar Column Current contains the value for the currently selected date it can be today s date or any other selected date KPI Report In the KPI Report menu you will find several reports that can tell different stories about the Indicators from your project e KPI Structure Report will present the indicators as you see them on the KPIs tab without data tables e Values Report in the contrast contains all of the data and performance stoplights e Key Risk Indicators Report summarizes the estimation of the risk impact and probability over your scorecard taking into account risk indicators available in the project e Data Series Report will show the underlying details for those indicators that use data series as a source of data Business Goals Report Business goals report focuses on the objectives part of your business scorecard For this report you can choose the desired level of the details e Select if you want to have a strategy map in the report e Choose what initiatives you want to have all of them or only those that were added recently Strategy Map Report In the Strategy Map Report menu you will find several options e You can create an HTML report with maps that already exist in your project or e Create a report with all of the maps that can be generated automatically BSC Designer can create reports with e Classical Balanced Scorecard Strategy Map e Overview map with to
59. object s style e f you don t want BSC Designer to change anything about an object then select this item and click the Lock button e f you customized an object s appearance then you might want to lock the style of the object only Map with KPIs Another map type that BSC Designer can build is a Map with KPIs e Select this map type and then choose one of the ready to use templates Now you can associate some KPIs with certain regions on the map e Go to the KPIs tab e Right click on any KPI and e Select the Link item to the map option The list of the regions from the map will appear For example we can associate a selected indicator with Austria e Switch to the Strategy map tab BSC Designer updates the map and displays the KPIs in a respective region Toolbar for the map with KPIs To create your own map with regions use the toolbar on the right You will need to e Select a picture for Mapped background e Use one of the three buttons on the toolbar to map the regions e Now any KPI can be associated with these new regions You are not limited to geographical maps only Find Hotel Balanced Scorecard project in Samples of BSC Designer In that project we used a hotel picture as a mapped background image and created specific areas to reflect various processes in a hotel and aligned KPIs with them 50 76 BSC Designer Manual Strategy Map Learn more about creating new maps with KPIs Overview m
60. of the number of leads On the contrary a slow growth along a 6 month period is expected It means that the ultimate goal 20 leads per week is actually distributed along the 6 month period To reflect this simple idea on the scorecard there is a Target wizard button next to the target field e Now for each control point a manager will see if the indicator increases its value accordingly to the previously defined plan and if some correction is needed You can learn the details about how BSC Designer calculates the score in Scorecard and KPIs 101 article 9 76 BSC Designer Manual KPIs Optimization formula What if indicator s value should be decreasing with the time For example a manager is measuring Response Time for a customer support which should be minimized In BSC Designer you need to choose Minimize value linearly in the Optimization drop list Y Maximize Value Linearly Minimize Value Linearly LY Exponential growth 1 ae Exponential growth 2 IN Exponential decay 1 Eo Exponential decay 2 AN Sine function lt Editor gt N Minimize Value Linearly e You will see then that with an increase of the value the performance drops and with the decrease of the value it grows With an Optimization option it is possible to select more complex optimization functions that were discussed in a separate section of the manual Measure units In the beginning we were talking about two indicators the nu
61. p level goals and indicators and e Cascading strategy map to show the connections between scorecards Dashboard Report On the Dashboard tab in BSC Designer you have different views on the business performance If you need to share these dashboards with your team you don t need to make a screenshot and save it toa picture file using Dashboard report you can have a copy of your dashboards in HTML or PDF formats Initiatives Report In BSC Designer there are two types of initiatives respectively two types of reports 67 76 BSC Designer Manual Reports e There are text initiatives like comments remarks and links to the documents In this case the report will include the list of these initiatives and their details e There are also initiatives like budget and duration In this case BSC Designer calculates the total budget and total time needed to execute the strategy that was described in the business scorecard MS Excel Report Sometimes you might not want to educate all of the members of your team to use BSC Designer still you want them to have an access to the KPI scorecard In this case an MS Excel report might be a good option Actually it is not a report but a live copy of your KPI scorecard with all of your data and calculations One can change some values in the spreadsheet and the performance figures will be updated automatically MS PowerPoint Report PowerPoint presentation is a classical format to support a strate
62. pinion and use the average value as a value for an indicator x cm BSC Designer supports different ways to obtain the value of an indicator lt can be taken from some kind of database a spreadsheet file a web script output or it can be entered manually Accessing data source To access the data source of an indicator you need to follow these steps 1 Go to the KPIs tab 2 Choose any indicator there or create a new one 3 Click on the KPI data source button that is located next to the Value field The KPI Data Source dialog will appear It is a starting point to specify or modify a data source for an indicator Several options are available there Let s review them one by one Data Source Options e The most used option is a manual entry In this case the value of an indicator is entered by a person directly into the value field You need to choose an appropriate date in the calendar control on the right and then enter a number into the value field e If you need to update many values at once then you might find it more useful to use the Edit values command which is located in the KPIs menu e Sometimes you might need to do some calculations before you actually have the number you need In this case select the option Use formula for the value In the formula you can use any number or the reference to the current value progress or performance values of other indicators e Inthe latest versions of BSC Design
63. r is in the red zone or a new initiative was added To work with your user group you will need to set up an account with BSC Designer Online and to add some members of your team there Update interval Having indicators in your scorecard project implies that you want to update their values regularly BSC Designer helps to ensure that all of the indicators are updated on time e Use the Update interval button to specify the parameters of an update interval For example you can choose to update indicators quarterly or monthly 41 76 BSC Designer Manual Initiatives e There is a check box entitled Permit input only for update dates If checked BSC Designer will update calendar control appropriately and will allow you to enter indicator data only for specific time points Initiatives report In a business scorecard project one might have many initiatives associated with indicators or business objectives Sometimes it is necessary to have a list of all of these initiatives together with important details and names of the persons responsible To create this list you can use the Initiatives report command in the Reports menu BSC Designer allows you to choose what initiatives you d like to see in this report You can create just a list of all of the initiatives sorted by date or you can generate a report with all of the business objectives and indicators from your project together with the details about all of the existing initia
64. r to some value in past The results are displayed in the Gain Loss column Click on the column to sort results from the biggest gain to the biggest loss and vice versa Conclusions The Analysis tab in BSC Designer can give some really interesting business insights You might find indicators that are underperforming indicators that changed their value rapidly predict trending to a red zone or find indicators that were not updated on time These findings will help your team to improve the ultimate performance of your business 63 76 BSC Designer Manual Alerts and Notifications Alerts in BSC Designer E Check out video manual for Alerts Business scorecards help communicate strategy across the company This communication works on a strategic level with the help of a strategy map as well as on an operational level via metrics and initiatives On the operational level it is important to learn on time about important changes The Alerts tab in BSC Designer is helpful for this purpose Meco tanec o E E oS Ete pde Yew Fs Strategy map Tools Reports Chats Help 4au esna 5 Oh mon de edit the Next of the mason statement or ego de to hide the tocar hart on the Sarge of is va ee o ta via With the Alerts function in BSC Designer you can sign up to receive notifications about e Indicators that were performing poorly or have got into the red zone e New initiatives added or e An approaching update
65. result e The new goal will appear on the map next to the parent e The cause and effect connection will be visualized Creating links visually You can also use link buttons to define relationships between goals Create a new link BSC Designer will ask if you want to create a cause and effect connection e f you answer No then you will just have a visual link e If you answer Yes then contributes to and contributed by fields of respective objects will be updated Align KPIs In the example with the business process map we added a stand alone KPI to a strategy map Another way to visualize a KPI on the map is to align an indicator with a business goal e Select any business goal then select the Align with a KPI option in the Add KPI menu on the toolbar e BSC Designer will display all of the KPIs that are available in the project and have not 49 76 BSC Designer Manual Strategy Map been aligned with any business goal yet e Confirm the choice to start displaying indicators in the area below a business goal Updating the map After changes are made to the business goals BSC Designer will ask your permission to update a strategy map When updating BSC Designer will clear an old map and build a new one As a result it will change the positions and styles of objects to the default ones unless the Lock function was used e With the Lock function you have an option to lock an object s position and or an
66. rogress using specific indicators or work according to the action plan Sometimes you might need to get a certain projection of your business scorecard from BSC Designer and share it with others Let s check the Reports menu to learn more ms Export to HTML HTML report is the most popular way to present data from the scorecard project This report focuses on KPIs their data initiatives and charts e When generating a report you can choose the required level of the details from a short summary to a report with all of the initiatives and data tables Also BSC Designer suggests you to choose a data grouping method you can have a report with all of the data or you can choose to present a quarterly or yearly summary for the available data Columns in the report Any report has a table with a number of columns Although the look of these tables might be different the meaning of the columns is always the same When you generate the report you select an interval for the report e Start and End value performance progress are your value performance progress for the first time point in the interval and for the last time point in the interval respectively e Dynamic is the difference between End value and Start value e Max Min Average are respectively maximum minimum or average performance progress over the reporting period 66 76 BSC Designer Manual Reports BSC Designer also takes into account a time point curre
67. rowth 1 VS Exponential growth 2 X Exponential decay 1 Exponential decay 2 A Sine function lt Editor gt N Minimize Value Linearly Access custom formulas dialog e Select indicator use E button in indicator s properties to access custom formulas dialog Building a custom formula e Click Variable button to access the list of available variables e Click Function button to access the list of available operations e Click Add condition button to specify performace formulas for the value interval 19 76 BSC Designer Manual Key Risk Indicators Risk Indicators in BSC Designer Arisk indicator is a special type of indicator that focuses on risk e Any indicator can be converted into a Risk indicator e To convert an indicator into a Risk indicator you should change the measure units to Risk Properties of KRI Risk Indicators have special properties e Probability e Impact Probability Measure 50 lr E Baseline Target fo gt fw Optimization N Minimize Value Linearly El e A Risk chart is available for risk indicators e Use the Key Risk Indicators Report command in the Reports gt KPI Reports menu to generate a report that will contain risk indicators only Weight A Gauge E Risk KPI overview Impact High Medium Low Probability Low Medium High Other risk products e On the BSC Designer website you will find the KRI Toolkit and
68. s Processes Use of electronic commerce 03 08 2010 29 1 100 For testing purposes you can download this Excel file Step 1 select the recipient for data import Select an indicator right click on it and select the Import Values command in the contextual menu Step 2 select the data source Then select the source for your data which could be an CSV file MS Excel file or data that you will enter manually copy and paste from your data source If you enter data manually you will be able to specify some custom delimiters for telling the program how to parse these data C CSNY file Enter source data manually MS Excel files xls xlsx D test_folder import data test xlsx Step 3 select the type of import If during the first step you selected a container as a recipient for data then you will be able to e Import data for this container name weight description e Create a new indicator in this container and import data to this indicator e Import values for several indicators If during the first step you selected an indicator then you will be able to e Use the first option Import data for indicator e Create a new indicator if you choose the Import data for new indicator container option e Import values for several indicators 23 76 BSC Designer Manual Import Values Importing values The most advanced option is importing values for several indicators If you are importing several indicators
69. s comment and this diagram 6 Add some text to the comment The result will look like gauge Here is some text Testing comments Try creating an HTML Report or a PowerPoint report and you will see that your text will be displayed under the Gauge diagram e The difference between a comment and remark is that remark is date specific The report will include only remarks within a selected reporting period 43 76 BSC Designer Manual Diagrams and Charts Diagrams and Charts in BSC Designer There are several types of charts in the BSC Designer To access these charts click on any of indicators the relevant Chart will appear on the right side e To access a detailed diagram double click on the diagram e If you need to insert a diagram into your presentation use the Copy image button for this purpose e Select Dashboard tab on the bottom to switch to the dashboard view where all supported charts are displayed in a one place Optimization chart Displays the function used as the optimization method This function can be customized Weight A Gauge Diamond aS Time Le Optimization g Pie Nonsystematic Risk Performance E Chart options Weight chart The weight chart shows the absolute weights of indicators 2 Diamond aJ Time A Optimization Gg Pie A Gauge E Chart options Gauge Chart This type of chart shows the min max scale and current va
70. signer How to update BSC Designer Use Update to latest version command in the Help menu How to uninstall BSC Designer Select BSC Designer in the Start gt Programs submenu and select Uninstall BSC Designer How to backup BSC Designer settings All information about BSC Designer settings is in the Windows registry The registry key is HKEY_CURRENT_USERISoftwarelAKS LabsiBSC Designer If you want to make a backup of your system including BSC Designer s settings please use your favorite registry backup utility How to buy BSC Designer Please go to the BSC Designer ordering page http Awww bscdesigner com buy balanced scorecard software and check available licenses and pricing options Is it a one time payment Yes your license is not limited in time but optional updated are free only during 1 year How to enter registration code You should copy and paste the registration code into the registration box in BSC Designer 1 Launch BSC Designer and go to the Help menu 2 Select Enter registration code 3 Copy and paste the registration code and click OK How to recover registration code Please use the key code recovery form How to contact customer support Since solving problems involves the exchange of technical details the best way to contact BSC Designer Customer Service is by using the web support form 75 76 BSC Designer Manual Common Questions e http Awww bscdesigner con support 76 76
71. t customer s problem you need to solve to dose a s El rritatves e The Name and the Description fields help to identify a goal and to add some more details about it e With an Initiatives button one can align a new initiative with a selected business goal Check the Initiatives section of the manual for more details about supported types of initiatives 3 76 BSC Designer Manual Business Goals e Use Strategy theme drop list to select a strategic theme for the business goal BSC Designer will use a different color coding for the business goals associated with the different strategy themes Cause and effect connection The cause and effect connection between business goals is important as it helps to answer the Why and the How questions of the strategy BSC Designer allows managing and visualizing these connections Contributes to Improve Revenue v e Contributed by l Internal Business Objective 1 X e There are two properties of a business goal item in BSC Designer Contributes to and Contributed by With these fields you can specify the cause and effect connection for a selected business goal e Next to the Contributes to drop list there is a button Link to the external project Use it to show how the business goal from your scorecard contributes to the higher level goals e Some types of strategy maps like for example a Balanced Scorecard strategy map supports the visualization of these cause and e
72. tBaks dabs com bob ebott Access an initiative dialog In the interface of the program initiatives are marked with a clipboard icon There are several ways to access an initiative e You can go to the Business goals tab select there any business objective and click the Initiatives button e Each indicator on the KPIs tab has an Initiatives button as well This button allows you to start an Initiatives dialog for an indicator Note All items that already have an initiatives aligned with them are marked with an initiative icon You can click onto this icon to access the Initiatives dialog e For example on the strategy map BSC Designer visualizes initiatives with the same initiative icon You can double click onto this icon to view existing initiatives Initiative dialog 40 76 BSC Designer Manual Initiatives In the Initiatives dialog you have e Scorecard item drop box that displays a business objective or an indicator that we are working with now e The list of initiatives aligned with selected business objective or indicator e Controls that allow adding new initiatives or modifying existent ones Types of initiatives BSC Designer supports several types of initiatives e With the File button you can add a link to some important local document e With the URL button you can add a link to some webpage or document located in the cloud storage e With the Comment and Remark buttons you
73. terval alert can be generated when an indicator s update deadline is approaching or was missed It is useful to monitor the state of all indicators to make sure that all of the values are up to date e On the Notification tab you can select those members of your team who will receive an alert e You can choose if you want BSC Designer to send a notification right away or wait for some time and aggregate several events into a single message For example e Amanager can have weekly aggregated reports with important notifications about indicators in the red zone and indicators that were not updated on schedule e Line level employees could also receive immediate notifications about new initiatives tasks and feedbacks that were aligned with an indicator For a business scorecard project you can have as many alerts as needed that will keep your team informed in different ways The result of using those alerts is that you will be addressing all of the problems proactively thus preventing big business performance issues You will never again face a situation that some indicator was not updated for months or that an indicator in a red zone was not attended to properly 65 76 BSC Designer Manual Reports Reports in BSC Designer E Check out video manual for Reports When strategy description is accomplished strategy execution just begins The members of your team might need to discuss a strategy in the conference room report the p
74. tives If your project is big one you can choose to generate this report for some specific branch For example you can generate this report for initiatives from a Financial perspective only Initiatives in BSC Designer are a great way to keep a track of all of your important action plans and action reports You don t need to have here a detailed log of everything that is happening in your company as we are sure that you have your favorite teamwork tools for this But you can add some important details that will help your team to make a right decision about business objectives and indicators 42 76 BSC Designer Manual Adding Comment to a Diagram Adding Remarks and Comment to a Diagram With BSC Designer it is possible to create comments for KPIs that will be later added next to the diagram in HTML or PowerPoint report e This feature is available in BSC Designer PRO edition only Adding comments Comments can be added to a KPI in a form of a comment or remark initiative 1 Select any KPI on the KPIs tab 2 Click the Initiatives button 3 Click Comment or the Remark button to add a new comment 4 In the Comment dialog you will see Add chart tag button Click it and select Gauge gauge In this way you will associate a comment for this KPI with a Gauge diagram 5 gauge text will appear in the comment text box so don t delete it This is a marker that tells BSC Designer about an associated between thi
75. u can learn that this product is recognized by many business professionals as a must have tool for KPI scorecard Most people start the scorecard project in a spreadsheets program This is fine for a prototyping stage but when the project grows and changes spreadsheets are getting really hard to update and maintain BSC Designer is a professional software for business scorecards you can use it for a prototype stage for a single scorecard projects as well as for a complex business scorecards with many KPIs and cascading 12 76 BSC Designer Manual Time Points Managing Data for Certain Time Points BSC Designer can work with time specific indicators instead of having fixed performance values for an entire period users can define performance values specific to certain dates While the name of an indicator is the same at any time point such values as relative weight min max values and score are time dependent Thus users have more flexible control over performance Date toolbar O 1 02 01 2008 E CR OD The date toolbar panel in the BSC Designer interface helps to manage time points e There are two navigation buttons which allow moving forwards and backwards between time points e The calendar like button between the navigation buttons is for accessing the calendar e Two more commands on the date toolbar allow deleting date specific information and navigating to the current date Calendar If the Calendar button in the too
76. uch as baseline target min and max to calculate the total performance Disable Indicator All of the indicators on the scorecard are taken into account when BSC Designer calculates the performance Sometimes we might need to have an indicator on the scorecard but we don t want to take it in into account when calculating the performance of the project In this case right click on the indicator and choose Ignore in formulas option Conclusion Needless to say that most options of the indicator are customizable e Stop light colors and dynamics thresholds can be customized e Columns of the KPI tree can be customized e Even an indicator s icon can be customized KPI scorecard helps executives focusing on important performance figures Certain visual means help in understanding the state of the indicators even better e Various charts show the current value trend and the performance of an indicator e The indicators can be aligned with business goals and visualized on a strategy map or a dashboard e Awide range of initiatives can be aligned with an indicator e ltis possible to assign a person responsible and required update interval e Various reports help presenting indicators in a visually appealing way and share them with others 11 76 BSC Designer Manual KPIs e With an account in BSC Designer Online you can always have copy of your KPI scorecard available online From the Testimonials section of BSC Designer website yo
77. ut dagama F Standard summary for herra diagrams G Advanced mammary lor tems dagas deta tables C Chats orby summary bor BSC dogam F Open separ file after the report generation Seting depen DD Generte Coca To group the data in a report use the Group By dropdown list in the report generation dialogue When you display your report it will identify the kind of grouping you used Once you open the Group By dropdown list for your chart or report you can choose to group your data by day or by week and so forth or you can choose Customize and define your own grouping period You can also customize your grouping period from the File menu Just click on Document Properties and choose the Grouping tab Customize Measure Unks E E Customas Performance Formula Opimzaion E uan EE Iz TLR T e 8 2 w Su mmarge changed values Just click on the indicator right click on Value open the Grouping Type submenu and select Summarize Changed Values or Document Default Default Grouping Types Rather than choosing the summarize or average grouping type for each indicator one at a time you can assign default grouping types by measure unit On the File menu select document Properties click on the Measure Units tab and select a measure unit Open the Grouping Type dropdown menu and choose Summarize Changed Values or calculate Average Value 15 76 BSC Desi
78. with your team e You can print the report directly from BSC Designer If you need to have a PDF version of the report then use of one the PDF printers pre installed in Windows or download and install a free one In this way you will be able to save any report in PDF format Reports in BSC Designer is a great way to share some important information from your Business Scorecard with all stakeholders Download a trial copy of BSC Designer and try the reports with your own data 69 76 BSC Designer Manual Project Properties BSC Project Properties To access Balanced Scorecard Project Properties use the Properties command in the File menu Main Measure units Custom values Custo fies SQ Password Grouping Last save Business geais Baseine Project Author reebtac com 4 System name Project Name sianed Scorecard Description Ths Balanced Scorecard Template project wil help you to start your own Balanced Scorecard We recommend to start with Business Goss ew oriy To be able to customeze the project according to your needs you need to open a free tral account wth wen Weblac_com or download a trial verson of BSC Designer PRO from maw tacdesgrer com Max weight 20 IV Suggest to dear strategy map before run auto placement The Main tab contains information about the balanced scorecard e Scorecard author e Scorecard name e Scorecard description e Max weight The Measure Units ta
79. ysis BSC Designer will calculate an average of the performance and the progress for all of the indicators e Use time controls at the bottom to customize the time period e Click on the Performance and Progress columns to change the sorting order 61 76 BSC Designer Manual Analysis Use this type of analysis to find the top performing indicator or the indicators that were underperforming over a period of time Absolute weight Analysis As it was explained in the KPIs section of the manual all indicators in BSC Designer have a weight property that shows the relevant importance of an indicator compared to another one The ultimate importance of an indicator depends on its weight and the weight of its parents On the Absolute weight tab you can find the indicators that have the biggest or smallest absolute weight In this way you can find the indicators that impact your scorecard the most Forecast Analysis On the Time chart for an indicator one can see a trend line that is a linear estimation of how the value of an indicator changes The forecast analysis does a similar linear estimation for an indicator s value e Select any indicator from the list e Enter a date in Target date field e In Forecast value column BSC Designer will predict the value of the indicator for an entered date e Enter a value into the Target value field e Inthe Forecast date column BSC Designer will predict the date when enter

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