Collaborative Balanced Scorecard Software – BSC Designer

As it was discussed in “BSC implementation” article, a company’s strategy is not a responsibility of a strategist or CEO only. During a typical discussion around a strategy several participants might suggest their own business goals, KPIs, and action plans. The goal of the Balanced Scorecard software is to support this workflow and provide the best experience to the participants of the discussion.

Collaborative Balanced Scorecard Software

Here are some typical situations that balanced scorecard software should manage:

  • The team involved in the BSC project might be in the same office or it might be distributed across the globe;
  • Some participants might not have an access to the Internet right now, but still might want to contribute to the strategy;
  • Some members of the team might design the scorecard and have the full access, while others might be responsible for the data entry only.

BSC Designer enables collaboration of the distributed teams to work with their Balanced Scorecard project

The latest version of BSC Designer software brings this kind of collaboration to the next level. The software ensures data integrity and flexibility when several business professionals are collaborating on the business scorecard project:

  • It doesn’t require all participants to be online to suggest their modifications;
  • It handles possible modification conflicts and allows participants to choose the best modification;
  • It permits assigning responsibilities and limit access to the certain data only.

Let’s review some typical challenges and how BSC Designer helps to solve them.

Just Starting BSC Project: Strategist Testing the Software

On the early stage of the adoption the software might be used by just one person. He or she might want to “play” with the tool, check it out with some data, and see how it supports business goals and strategy map. On this stage one just needs BSC Designer PRO to be installed locally.

Stage 1: BSC Designer installed locally

With BSC Designer there is no need in databases or complicated installation. Anyone can download a 30-day trial version and give it a try right now.

Discussion Around Strategy: BSC Designer Supports Teamwork

When the software passes initial “approbation” stage, it’s time to start a work around strategy. If you want several people to participate in the strategy discussion, suggest their own business goals, and metrics, then you might want to upload your project to BSC Designer Online.

Stage 2: Involving more participants into the discussing around strategy

BSC Designer Online is web-based version of BSC Designer that:

  • Stores your scorecard projects online securely
  • Keeps the list of the users of the scorecard project and their access rights
  • Provides interface to work with your .BSC projects
  • Analyze suggested changes, merge them with the current version, and suggest to resolve conflicts if there are any

When you store your project in BSC Designer Online then you have two options:

  • Work with it directly in BSC Designer Online (good for some quick edits), or
  • Work with it in BSC Designer PRO (good for some big modifications)

An Example of How Modifications Are Merged by BSC Designer

Here is an example of how BSC Designer supports some discussion around the strategy. Let’s imagine a situation when three participants – Alex, Mary, and Peter suggest their own modifications to the business scorecard:

  • Alex uses BSC Designer PRO, he added “Design engaging website” goal to the “Customers” perspective; and updated the current value for the “Engagement index” to 70%, and last month’s “engagement index” to 60%
  • Mary logged in BSC Designer Online and modified existent business goal “Create New Product” and renamed it to the “Product Innovation.” She also added some new KPIs like “The number of ideas suggested by users.” Then she decided to measure users’ engagement accordingly and changed “Engagement index” to 85%.
  • Peter checked in the current project from BSC Designer Online to his local installation of BSC Designer PRO and decided to come up with some metrics and initiatives for “Create New Product” business goal. He added a new action plan and also added a new KPI “% of returning defects” to ensure high quality of innovation.

Now, they all clicked “Save” button (or “Check out” in BSC Designer PRO) to save their modifications to BSC Designer Online. Let’s see how BSC Designer will handle these changes.

The new scorecard will have:

  • Design engaging website” in Customers perspective goal suggested by Alex
  • Product Innovation” goal with “The number of ideas suggested by users” KPI that was proposed by Mary. It will also be aligned with an action plan and “% of returning defects” KPI suggested by Peter
  • The value of “Engagement index” for the last month will be 60% as suggested by Alex

The only conflict that BSC Designer detects is the current value of “Engagement index.”

  • Alex thinks that it is 70% and
  • Mary suggested 85% value.

KPI value conflict resolution in BSC Designer

The software won’t decide for you what value to use and who has a priority, it will just inform the user about the conflicting modification. He or she will be able to choose what modification to use.

  • Conflict resolution engine now works for KPIs and business goals. We are in the process of extending it to the other objects in BSC Designer.

Running Project: Restrict Access to The Specific KPIs Only

The business scorecard project was successfully developed and is now running. Your team might want to provide participants with certain access and modify rights:

  • There might be some users who are allowed to do a data input for the selected indicators only and don’t have an access to the rest of the scorecard
  • You might have a scorecard (business goals and strategy map) that you want to share with certain members your team only
  • You might have some modified version of the scorecard that you want to share with anyone who has the link

Stage 3: Running Balanced Scorecard project, setting up an access rights for the KPIs

With BSC Designer Online you have a flexibility to setup these rights. You can give an access on the level of the scorecard, or limit it to certain indicators only.

Updating Project: Seamless Update of The .BSC Project by Various Participants

After a certain period your business scorecard will need to be updated. You might want to actualize some business goals, add some new ones, and revise some KPIs. BSC Designer will implement suggested modifications and warn if you there are any conflicting changes.

Related Articles

Posted in Features

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

Upcoming events and talks

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

  • "Building Balanced Scorecard Step by Step." 15th July, 2017, online training. Read more...

BSC Designer Roadshow in Athens, Greece, June 9-15, 2017. - Firsthand experience with BSC Designer software 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.

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 friend

More in Features
Not All KPIs are Equally Important – KPI Weight in BSC Designer

Not all indicators on your scorecard are equally important for the total performance score. A good example is a pair...

Alignment of Business Objectives, KPIs and Action Plan in BSC Designer

Business people like talking about "alignment." It is important to align business actions and KPIs with strategic objectives. What is...

Close