BSC Designer – Frequently Asked Questions

Here we have compiled the answers to the most frequently asked questions about BSC Designer. Hopefully these answers will help potential users to get started with the software.

For more general questions about BSC Designer (ordering, updating, choosing licenses), please refer to the FAQ section on the ordering page.

Should you have any question that was not answered, feel free to post your question in the comments or ask us via the contact form.

KPIs

Check out video guide for KPIs to have a short overview of the functions related to KPIs.

How to create a KPI?

  1. Go to “KPI” tab KPI tab in BSC Designer
  2. Select a parent for a KPI (for example, “Customer Perspective”)
  3. Click “New Indicator” button on the toolbar

How to create KPI container?

  1. Go to “KPI” tab KPI tab in BSC Designer

There are two ways to do this:

  • Select any indicator that you want to make a container and click “New Indicator” button on the toolbar;
  • Drag-and-drop indicator over another indicator, the target indicator will become a container then.

How to assign update interval to a KPI?

There are two ways to do this.

Changing update interval via “Initiatives”:

  1. Go to “KPI” tab KPI tab in BSC Designer
  2. Click “Initiatives” button Initiatives button in BSC Designer
  3. Click “Update Interval” button

Changing update interval via calendar:

  1. Right click on the calendar control in BSC Designer
  2. Choose “Indicator update interval”
  3. Select appropriate update interval

How to add an initiative to the KPI?

  1. Go to “KPI” tab KPI tab in BSC Designer
  2. Select any KPI or create a new one
  3. Click “Initiatives” button Initiatives button in BSC Designer
  4. Choose one of the initiative types

How to load data to a KPI?

  1. Go to “KPI” tab KPI tab in BSC Designer
  2. Select any KPI (but not a container)
  3. Click “KPI Data Source” button KPI data source button in BSC Designer (it is located next to the “Value” field)
  4. Choose one of the options

How to change optimization direction to “Lower value means higher performance?”

  1. Go to the “KPI” tab KPI tab in BSC Designer
  2. Select any KPI
  3. Choose in “Minimize Value Linearly” in the “Optimization” drop list:

Lower value means higher performance

How to align KPI with business goal?

  1. Go to the “Business goals” tab Business Goals tab in BSC Designer
  2. Select any business goal
  3. Click “Align with KPI” button on the toolbar
  4. Choose one of the KPIs from the list

If you don’t see any KPIs in the list then it is either because you have no KPIs, or all KPIs were already aligned with other business goals.

How to assign a person responsible for a KPI

  1. Go to the “KPI” tab KPI tab in BSC Designer
  2. Select any KPI
  3. Click “Initiatives” button Initiatives button in BSC Designer
  4. Click “Person Responsible” button
  5. Click “…” button to choose person responsible

BSC Designer need to use some mail server to send out notifications to the person responsible. The program will suggest for you to login into BSC Designer Online account or specify access data for your own mail server.

If you are not planning to send out notifications to the person responsible, then use “Comment” button to add a simple text note with the name of person responsible.

Business goal

Check out video guides for business goal to have a general overview.

How to create a business goal?

  1. Go to the “Business goals” tab Business Goals tab in BSC Designer
  2. Select a parent for a Business Goal (for example, “Financial Perspective”)
  3. Click “New business goal” button

How to add an initiative to the business goal?

  1. Go to the “Business goals” tab Business Goals tab in BSC Designer
  2. Select any business goal
  3. Click “Initiatives” button Initiatives button in BSC Designer
  4. Add one of the initiatives

How to specify person responsible for a business goal?

  1. Go to the “Business goals” tab Business Goals tab in BSC Designer
  2. Select any business goal
  3. Click “Initiatives” button Initiatives button in BSC Designer
  4. Click “Person Responsible” button
  5. Click “…” button to choose person responsible.

BSC Designer need to use some mail server to send out notifications to the person responsible. The program will suggest for you to login into BSC Designer Online account or specify access data for your own mail server.

If you are not planning to send out notifications to the person responsible, then use “Comment” button to add a simple text note with the name of person responsible.

How to specify a strategic theme to a business goal?

  1. Go to the “Business goals” tab Business Goals tab in BSC Designer
  2. Select any business goal
  3. Use “Strategic theme” drop list (located on the bottom right of the window)

Strategy map

Check out video guide for strategy map to get a general overview.

How to create strategy map automatically?

BSC Designer can create strategy map automatically using information about business goals and cause-and-effect connections between them. To do this:

  1. Go to “Strategy map” tab Strategy map tab in BSC Designer
  2. Click “Add strategy map” button on the toolbar to create a new map if needed
  3. BSC Designer will start placement wizard automatically. Strategy map wizard can also be started by pressing “Placement Wizard” button on the toolbar.
  4. In the Placement Wizard dialog go to the “Main” tab and choose “Balanced Scorecard” type map (these are options that the software suggests by default)
  5. Click “Execute” button

How to create strategy map manually?

It is also possible to use strategy map as a drawing tool:

  1. Go to the “Strategy map” tab Strategy map tab in BSC Designer
  2. Click “Add strategy map” button on the toolbar to create a new map if needed
  3. BSC Designer will start “Placement wizard” automatically, click “Cancel” button
  4. Use the toolbar to add new text objects or graphical shapes
  5. It is possible to add KPIs and business goals to the map using respective buttons on the toolbar.

How to prevent some objects from updating / some objects are not updated?

  1. Go to the “Strategy map” tab Strategy map tab in BSC Designer
  2. Select required object
  3. Click “Lock” button on the toolbar
  4. It is possible to choose lock object’s appearance and/or location

How to change the default size of object on strategy map?

  1. Go to the “Strategy map” tab Strategy map tab in BSC Designer
  2. Click “Placement wizard” button
  3. Change the value in “Business goal width” field

How to add a logo/image to the strategy map?

  1. Go to the “Strategy map” tab Strategy map tab in BSC Designer
  2. Click on “More objects” button More objects button in BSC Designer
  3. Choose “New picture” option
  4. Click on the map where you want to create a new image

You might also need to add company’s info into HTML reports, see “How to add company’s logo into the reports?” section below.

How to stop displaying some initiatives?

  1. Go to the “Business goals” tab Business Goals tab in BSC Designer
  2. Select business goal
  3. Click “Initiatives” button Initiatives button in BSC Designer
  4. Use checkboxes in “Show on map” column to change visibility of the initiative

Reports

How to add company’s logo into the reports?

To update company’s info in the reports:

  1. Please go to: menu Tools > Application Options > Company Info tab
  2. Check there “Use company info” checkbox
  3. You can upload there company’s logo, but make sure it is sized appropriately
  4. Enter preferred company info

This will add company info into reports header.

How to change “Created by” text?

To change “Created by :” text in the reports:
  1. Go to menu File > Document Properties > tab Main
  2. Change data in “Project author” field

Other

What is .BSC file format?

.BSC is an XML-base project file that can be opened by any edition of BSC Designer. For example, .BSC project can be created in BSC Designer PRO, then uploaded to the cloud-based BSC Designer Online, where it can be edited simultaneously by many users. Or, it can be created in BSC Designer Online, and then accessed by BSC Designer PRO.

Related Articles

Posted in Features
  • Dr Kanayalal Raina

    Alex, Great you have replied all my questions in this way which is highly appreciated.

What is BSC Designer?

BSC Designer is a strategy execution software available as a cloud-based service and Windows desktop application.

Video Introduction in BSC Designer

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Who uses BSC Designer

According to our users, BSC Designer is easy to install, configure and it helps a lot with Balanced Scorecard, strategy maps, and KPIs.

BSC Designer Customers

Training for the software

To make it easier for the users to get started, we have a lot of free training materials for the software.

Video manuals for BSC Designer

Customer support

Should you have any questions, we are at your disposal.

Pricing and buying

How much does BSC Designer cost? It depends on the configuration that you prefer. Use this price calculator to find out the total cost, get an official quote, and buy the software.

BSC Designer Pricing

What are your current challenges?

We help our users to get started with Balanced Scorecard, strategy maps, and KPIs. Here is a list of frequently asked questions and respective answers to them.

Q: What is the Balanced Scorecard?

Big picture about Balanced Scorecard A: Check out: Get the big picture about Balanced Scorecard article.

Q: I'm looking for a KPIs... how do I find good ones for our business?

How to find a KPI for... A: Check out our recommendations.

Q: Do you have some examples of the Balanced Scorecard?

Examples of Balanced ScorecardA: Sure, we have some here.

Q: Balanced Scorecard is about strategy execution, right? But what is a strategy?

Define strategy, create strategy mapA: Check these articles about strategy definition and creating strategy map.

Q: How do we cascade our top level scorecard throughout the company?

How to cascade a strategy mapA: Do it by business goals, read how.

More questions and answers...

BSC Lessons

Download BSC Designer and we will follow up with you with lessons about the Balanced Scorecard:

BSC Designer experts

Aleksey Savkin Performance Management and Balanced Scorecard

Kazim Ladimeji HR KPIs and Performance Expert

Levi Newman Effective KPIs and social metrics

Oana Boteanu Performance Management

Oleg Tumarkin Business Measurements

Upcoming events and talks

We organize, sponsor, and participate in various events related to the strategy execution.

Drop us a note if you want to meet up at these events.

Online training: Build BSC step by step

The best way to get started with the Balanced Scorecard is to join our online training.

Balanced Scorecard Training Online Strategy map, KPIs, cascading - it might be hard to put it all together. In the online training "Building BSC Step by Step" we explain all the nuances in simple words and help companies to build a prototype of their balanced scorecards.

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