Scorecard Designer (BSC Designer) is a Balanced Scorecard
design software that helps with building Balanced Scorecards for
business performance management and alignment purposes.
A few years back, we designed our first balanced scorecard design
software, Strategy2Act. It was (and still is available for download) a
great software product which allowed the creation of scorecards. We have
obtained a tremendous amount of feedback from our users. We found that
Strategy2Act software was hard to use and lack some important
That's why we released Balanced Scorecard Designer. It's a brand-new
version of Strategy2Act, actually, it is completely different product,
with many more design and integration features.
Balanced Scorecard Designer has a plain, easy to use interface, which
provides user with:
- The Possibility to create a scorecard, e.g.
create categories, indicators;
- Balancing function, e.g. lets user specify
- Time Points, allow
to specify weight, score, mix/max and other values specific for
- Ability to
connect several scorecards into one using data obtained from the
web or local network. It also can import information using
- Performance measurement and calculation functions, e.g.
calculates the performance within category and total performance;
- Results of work can be exported into easy, readable
The results of the design can be saved into BSC native format (.bsc file
type) or exported to MS Excel for further usage. The Export feature is very
important as the Balanced Scorecard exported to MS Excel can be used to
connect the data from company ERP system with performance measurement.
Starting in version 1.3, exporting is also available with
The newest version of Balanced Scorecard Designer displays
performance indicators values grouped by date, the visualization in the
form of performance charts is also now available. The performance chart
provides user with date-by-date performance changes dynamics.
Balanced Scorecard Designer
functions in details
When you run the Balanced Scorecard Designer the default project
will be opened. You will be able to start with design process
Using toolbar buttons, you will be able to add more categories
and indicators, move items or run the balancing function. Also, with tool bar
"Report" button you will be able to export results into a MS Excel file.
special toolbar was designed to manage concurrently with
time points. With time
points, the user can specify different performance and weight values for
In Balanced Scorecard Designer you will work with strategy tree. The
strategy tree includes:
- Root element. It has the same name as your Balanced
Scorecard project. If you need to change project name, please,
choose "Properties" option in File menu.
- Category elements. These elements are containers for
- Indicator element, also called metric or performance
indicator, is an item with name (for instance "Response Time"),
relative weights on 1..10 scale and optimization direction.
You can click on any item (Category or Indicators) and you will see the
information about that item below. The information includes:
- The name of the category or indicator;
- The relative weight of the category or indicator;
- The description of the category or indicator;
If it is necessary to specify more detailed description for the
indicator use attachments.
Please, note: you can change the values right now and the changes
will be immediately processed and shown at strategy tree. BSC Designer
will automatically recalculate the performance values.
indicator item, also known as metric or goal has
some addition parameters.
- Value. It is the current value, the current score or
performance level within this metric.
- Measure. Measure value specified the measurement units,
can be "Score" or "%" or some
custom measure units.
- Min and Max values determine the scale for the
metric. If the value is highlighted with bold (for instance, "max")
then your target within this metric is to improve the current
value and achieve max value.
- Optimization drop-box determines your optimization
strategy. If your goal is to make the current value higher then use
the "Maximize" option, if your goal is to lower the current value (for instance
to lower the number of defects), then use the "Minimize" option).
- Target Description is an optional field, you can put here
any additional notes that will explain how you are going to measure
your business alignment indicators, measurement units that you are going to use.
Attachments - working on operational level
and web-link attachments are supported in BSC Designer. Right-click on
indicator or category to access the context menu and select there
Edit attachments list command.
Attachments in BSC Designer is a great way to support
work on operational level, providing management and employees with easy
to use mean for exchanging data.
Read more about
attachments in BSC Manual.
Subcategories in Balanced Scorecard
Scorecard Designer has many more useful features than Strategy2Act. The
significant difference is the ability to create sub-categories.
For instance, in Balanced Scorecard Designer one can
create a global category "Customers", with metrics "Response Time",
"On-time delivery", "Support Quality", but at the same time the "Support
Quality" might be a category itself, e.g. contains more specific
metrics, such as "Response script quality", "Response value measure",
"Customer satisfaction" measures.
lights allows to review the scorecard, alignment business
performance and find indicators that
require attention. There are three colors of stop light - green, yellow
and red. Green means great performance, yellow means normal performance,
red means low performance.
have an option to:
The stop lights will also be displayed in
The scorecard is not just a static document, it is a set
of values that can change in time. With BSC Designer, the user can specify
different values for indicators for different time points.
instance, the indicator "HR Interview Performance" can have a value
of 70% for
September and a value of 75% for October. That is how manager can
specify data for the past and for the future, aligning business
performance. This is the way how to
analyze company's performance in the past and in the future, e.g. plan
performance changes and set goals.
To work with the time point, the user should follow these simple steps:
Use the calendar on the toolbar and select the appropriate
Change values of indicator (you can change weight,
value, min, max values)
Click anywhere and the program will remember
the changes that you have made.
Read more about using Time Points
in the BSC Designer manual or download a
fully-function trial version and try it yourself.
type of chart was designed to represent indicators as a dashboard,
giving executive manages a powerful visualization tool, which helps with
representing current and target values of indicators.
To access Diamond type chart you should click on the
category, which contains three or more indicators and then switch
chart window into
diamond chart mode. Double click on this
diagram to access more details.
Also, Diamond type chart is available in
report. This type of report can be generated for a certain data point.
There are two options: the first is generating report for all balanced
scorecard and the second is generating report only for certain branch of
Both reports are available from Reports menu. Download
the latest version of Balanced Scorecard Designer with rich reporting
abilities, download the trial
version or purchase a full version.
Cascading scorecards. Connecting to external scorecards
efficient performance improvement and management with Balanced
Scorecard, it is not enough to create just a top-level scorecard for top
managers. The scorecard should go deep into the organization structure,
e.g. scorecard of CEO should be linked to scorecards of top managers and
scorecards of top managers should be linked to scorecards of their
employees. That idea is called Cascading
In BSC Designer we have not limited the cascading to any particular
technique - users are free to use just certain data for cascading
purposes (using SQL indicators), and it is also possible to create
cascades of scorecards, e.g. link together scorecard located in the
company network or on the company's server.
Balanced Scorecard Designer, the user can not only design his own indicators,
but also link to indicators in other external scorecards.
For instance, the manager of the HR department can place his
scorecard on the web-server. The CEO of the company can connect to this
scorecard and use its indicators or performance values of the whole category
or the performance value of the scorecard.
This way, the user can link to scorecards located on the
web site, file in the network or hard disk.
Learn more about
scorecards or download trial version
of Balanced Scorecard Designer to try this function yourself.
balanced scorecard with ERP, CRM or other business systems
Balanced Scorecard Designer, starting in version 1.8,
SQL indicators. The SQL indicators use ADO technology to access
data from various data sources and databases.
With SQL indicator, one could access information located
in almost any database or business system, such are ERP, CRM, EMC.
This is a great example on how independent developers and our
partners could integrate Balanced
Scorecard Designer into an existent business environment.
Learn more about creating
SQL indicators here.
map is a great way to represent visually the Balanced Scorecard in the
way you want it to appear.
BSC Designer can automatically export the indicator
objects into the map, creating necessary links.
In addition, user can add some custom objects, such as
text blocks, large arrows, different types of links.
From the object on the strategy map , it is easy to
navigate to object in the indicators set and back. All modifications
made to indicator are immediately shown on the map.
Strategy map in Balanced Scorecard Designed became a
great easy to use mean to create nice-looking maps for KPIs. Basic
supported visual functions are gradient, shadow, rotation:
BSC Designer can automatically create some nice looking
strategy maps for almost any balanced scorecard, here how they might
|Classical Strategy Map
||Cascading Strategy Map
|Table Strategy Map
||Cyclical Strategy Map
Learn more about
in online manual.
Export to Excel
Scorecard Designer can export the scorecard into an Excel file. It is a
really useful feature, as Excel files are an easy way to share and analyze
information. Also, having indicators represented in Excel file it is
easy to export or import data from some external data sources and
The data exported into Excel is available for change, so
if user will change some performance values the Excel will calculate the
new performance values for category and the scorecard.
Exporting to Excel is easy, just select "Export to MS
Excel" command in Reports menu. Please, note: the export to Excel is
limited only to one time-point, so if you
need to export data for some time interval, please, use
Right now you can download
trial version of Balanced Scorecard Designer to try exporting to
Excel and other features.
Scorecard can be exported into an Excel file or to an
report. The Advanced HTML Report includes performance information
for various data points covered by the scorecard, also, users will find
there data tables with information about values' changes for indicators.
HTML report is a great way to share Balanced Scorecard
with others. There are 3 types of HTML reports with different level of
The html report can be customized using "Custom values"
and "Custom files" tag from
document properties dialog.
One of the possible export report formats is "Overview
Report". This type of report contains information about top-level
indicators and groups in Balanced Scorecard. The "Overview Report" is a
good starting point for any education, training or presentation related
to Balanced Scorecard.
The "Overview Report" as shown on the
Sample screenshot has information about main categories (in our case you
can see four main categories) and information about each top-level
indicator in the category.
The indicators are listed in the tables together with
In the center of the report there is an information
about Balanced Scorecard, its name, description and author.
The Overview Report is generated as .htm file, so it is
easy to share it with co-workers, for instance, by placing on a
web-server or printing out from web-browser.
Please, note: the Overview Report is limited only to
top-level categories and indicators. This report is for presentation
purposes, because it doesn't contain some valuable performance values,
so if you need more detailed report, use
Try and buy
Right now you can download the evaluation
version of Balanced Scorecard Designer. We suggest to try the fully
functional version of BSC Designer for 30 days at NO cost!
If you will find Balanced Scorecard Designer a useful tool, you
can purchase a full version online.