Cascading of the Balanced Scorecard – Case Studies

Balanced Scorecard framework helps to translate the strategy across a company. When it comes to the technical realization it might be a challenging task. Check out the case studies about technical realization of the cascading.

Feel free to comment or ask your questions below.

Cascade the objectives down to the management hierarchy

We consult companies about the ways to cascade the objectives down to the management hierarchy. We use BSC Designer to ensure successful implementation of strategic goals in these companies.

 Check out LinkedIn Profile Michael Raphael, General Manager/Owner,

Management Integrated Consultants, Beirut – Lebanon

Strategic Management implementation has been our business challenge across the different layers of management from top management down to key operations. In many business units of family owned businesses there was a problem to cascade the objectives successfully in a timely and effective manner. Our expectation from the BSC Designer program are high. We plan to assist our consulting customers in implementing the BSC concept and achieving improvement in an easy and systematic way. So far, so good.

A note from developers:

Thank you for sharing your ideas. I really like your approach to cascading. A recent survey showed that most companies limit the usage of the business scorecards to top management only and as a result are not really satisfied with their performance measurement and management. The scorecard that is used by top management only won’t be able to make any difference to the end performance results.

The map of cascading scorecards

There is a reason why companies don’t cascade. When they started their business scorecard, they used spreadsheets in MS Excel. It’s an excellent tool for a prototype, then it appears that all the data they have in a spreadsheet cannot be shared down to the management hierarchy. In other words, the system was limited by design. To avoid this we recommend starting with free editions of BSC Designer, which can be then updated to Standard or PRO editions. In this way when a company needs cascading, it will already have a suitable automation tool.

Cascading is possible even with BSC Designer Online, check out an example of simple cascading of the top level scorecard to the HR department.

We were talking about cascading in an eTraining. Here are some general recommendations:

  • Cascading is another word for delegation. You do delegate a part of the business scorecard down to management hierarchy.
  • As in the case with delegation you don’t just give an order, but you also provide tools, and instructions about how to work with a business scorecard.
  • You will face fewer problems, if you will involve your team in the design of the scorecard.
  • Business scorecard starts with a strategy map and business objectives, and then comes the KPIs. The delegation should work in the same way. On the lower level there are more detailed strategy maps focused on solving more specific business problems.

In BSC Designer PRO there is a useful type of the map. The software can build a map of cascading scorecards taking into account the connection between KPIs. Check out this for more details.

BSC Designer is an easy solution for growth of the Balanced Scorecard

We are using BSC Designer for a continuous reporting of security KPIs and in the future we may use it for all of our management processes.

 Check out LinkedIn Profile Dieter Brunner, CSO, GRZ IT Center Linz GmbH, Linz, Austria

This Balanced Scorecard software:
– is easy to use even without training;
– has an easy to understand reporting and user interface;
– has an interface for accessing your own KPIs that are already in place in Excel or Access (not yet tested, but it looks promising and it is necessary for step by step migration)

As far as being evaluated, it is a good solution for furthering the growth of the Balanced Scorecard, e.g. cascading of BSC to use for all processes.

A note from developers

Thank you for your feedback. We tried to make our software really user-friendly. At the same time BSC Designer deals with a Balanced Scorecard, which is a complex business framework and it should help users to understand this concept better. According to what our users say we have succeeded. For example, one of our clients from Saudi Arabia even mentioned that he learned from BSC Designer more than from costly BSC training.

I really like your focus on using KPIs, reporting, Excel and cascading. Let me explain. One one hand we tell our customers that Excel is good for a prototype phase of the BSC project, and on the other hand we do understand that Excel is the most popular business tool and there is a lot of data that is reported via Excel and is stored in Excel spreadsheets.

Choosing software tool for the Balanced Scorecard

Our respond to this situation are the features that you mentioned. BSC Designer can import data from Excel or in most cases it is better to link a KPI to Excel spreadsheet. BSC Designer allows exporting the data to a scorecard in Excel, it keeps all of the important formulas during an export.

What happens when the BSC project needs to be developed more and implemented on a department level? That’s where people start facing problems with Excel. It is not suitable for the BSC cascading. With BSC Designer it is still easy. A top manager can connect his scorecard to a lower level scorecard or delegate a part of his scorecard to a department.

Related Articles

Posted in BSC Designer Testimonials

What is BSC Designer?

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

Getting Started with BSC Designer

Try BSC Designer for free

Download BSC Designer

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.

What Balanced Scorecard is all about?

Fast Track explains complex ideas in a simple way Check out Strategy Scorecard Fast Track to find easy explanation of the most important complex ideas.
  • What is a Balanced/Strategy Scorecard?
  • How to build a good strategy map?
  • How to find winning KPIs?
  • How to cascade strategy?
  • How to implement scorecard
Learn all the nuances quickly and ask follow-up questions to BSC expert. Learn more...

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, some examples will also be useful.

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

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.

Find us on Google Plus

Thank you for sharing!

Whether you are looking for a professional Balanced Scorecard software, or just researching information about Balanced Scorecard and business strategies, we recommend you to download and try our BSC Designer software (no credit card is required).

We will follow up with you with lessons about the Balanced Scorecard and will keep you informed about the trending articles on bscdesigner.com

Follow us in Social Media

Send this to a friend

More in BSC Designer Testimonials
Reporting with KPI Scorecard – Case Studies

One of the benefit of Balanced Scorecard is that it gives a reporting framework as well. In theory each business objective need...

Drill Down and Follow Up Objectives – Case Study

Vague goals and specific objectives form any well-defined strategy. Find below some best practices about using following up and achieving these...

Close