How to Analyze

Once registers are done, the strategic map is defined and data are collected, so you can analyze and monitor the execution of the strategic plan in the company.

You can perform this analysis two ways: Dashboards and Strategic Central.

Dashboards

You can use Balanced Scorecard to create several Dashboards of indicators for analysis as needed.

To create a Dashboard:

1. In chosen Strategic Maintenance window. select the Tools folder , click Dashboards and click New.

The system displays the addition screen.

2. Enter such data as: dashboard name, indicators (select desired indicator and click Add).
3. You can view past information by changing Analysis Date. Thus, the indicator position is displayed on the chosen date. Once you change Reference Date, this date will serve as basis for other queries.
4. You can define whether the card shows the Accumulated Goal Target or the Fractional Goal (in this case, the card is compared to the fractional goal based on the Reference Date).
5. Check the data and click Save.

By adding indicators, a large analysis dashboard is formed, focused on your goal.

The indicator cards have colored arrows pointing to the target zone the indicator is found, as well as its trend compared to the last measurement. A square instead of an arrow means no value is entered for that indicator.

Note that each card displays existing indicator trends and positions for the goal of the indicator being analyzed.

Strategic Central

Use the Strategic Central to analyze all perspective goals in one screen. Note goals are inside its respective perspectives. It shows current situation of each one regarding target to be achieved. It shows goal tendency, it means decrease or increase comparing to the last measurement.

To access the Strategic Central:

1. In the desired Strategy Maintenance window, Tools folder, select Scorecard and double-click Strategic Central.

The System displays the chosen screen.

Are displayed in each card of each goal, indicators description it belongs to and situation of each indicator.

Calculation of value achieved by goal is made through arithmetic mean of indicators.

2. To know more about the information displayed in each goal card, click Drill Down of Card.

The system presents a new window displaying a card with the goal and other cards with the indicators of that goal. By clicking a goal on strategic map, the same window is displayed.

3. Click the names of the goals and indicators displayed in each card.

The System displays their information.

On the upper right-hand area, the goals related to the goal being analyzed are displayed, whether as trends or influences. The Cause box displays goals that cause effects. The Effect box displays the goals affected by the goal being analyzed.

4. You can also change the Reference Date as the Goal Type to be compared among cards.