Strategy Execution Software with Balanced Scorecard at Its Core

BSC Designer

Help your executive team move beyond spreadsheets and turn strategic plans into a connected execution architecture.

Align objectives, KPIs, initiatives, risks, and strategy maps in one place.

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Estimate savings from moving from spreadsheet-based strategy tracking to automated strategy execution in BSC Designer.

5-Step System for Strategy Implementation: Supported by Balanced Scorecard Principles

Is BSC Designer the Right Fit for Your Strategy Execution?

BSC Designer is a good fit when your organization needs a structured system for strategy execution.

BSC Designer Is a Good Fit When…

  • Objectives must cascade across business units within a scalable strategy architecture.
  • You need to combine multiple frameworks, such as Balanced Scorecard, OKRs, and Hoshin Kanri.
  • KPIs require continuous monitoring with weights, formulas, evidence, and approval workflows.
  • Risks and controls need to be integrated into the strategy execution system.
  • Governance and audit trail matter.

A Simpler Tool May Be Enough When…

  • Your strategy process is informal.
  • You mainly need task tracking, rather than strategy maps, KPIs, and initiatives.
  • Your OKR process is limited to basic quarterly objective tracking without KPI logic or evidence-based updates.
  • An informal spreadsheet is enough for now.

The following sections explain how BSC Designer supports this level of strategy execution in practice.

Connect Planning, Execution, and Review

Connect scorecards, update KPIs with evidence, review dashboards, and assign follow-up actions. Learn how this workflow supports strategy implementation in practice.

Structure

Design the strategy architecture

Design the strategy architecture with linked scorecards, goals, KPIs, initiatives, owners, formulas, and weights.

1

Create

Create strategy and functional scorecards, or import an existing strategy with goals, KPIs, targets, and initiatives.

2

Configure

Assign owners, set update intervals, define formulas and weights, and keep reporting consistent across scorecards.

Execution

Update performance and collaborate

Collect performance data, attach evidence, discuss changes, and approve updates through a controlled workflow.

3

Update

Enter KPI values manually or connect data sources. Add evidence for reviews and audits.

4

Collaborate

Comment on KPI changes, clarify assumptions, approve data, and keep discussions linked to the relevant goal or initiative.

Review

Report, decide, and adjust

Use strategy maps, dashboards, and scheduled reports to review performance and update the scorecard.

5

Report

Generate strategy maps, dashboards, and scheduled reports for management review.

6

Review

Record decisions, assign follow-up actions, adjust targets or initiatives, and carry lessons into the next review cycle.

Reliable KPI Calculations Without Spreadsheet Errors

Automate calculations – normalization, weights, indexes, and progress – even for the most complex scoring systems.

Organize goals and KPIs into a structure.Organize goals and KPIs into a structure.
Set up KPI weights, optimization function, and grouping.Manage weights, optimization functions, and grouping.
Calculate scorecards automatically.Calculate scorecards automatically.

Keep KPI Data Ready Before Every Strategy Review

Connect to external data sources and use them to keep KPIs updated in real time.

Connect KPIs to databasesConnect KPIs to MySQL, PostgreSQL, MS SQL Server, SAP HANA, Oracle, Databricks, and Snowflake.
Import data from ExcelImport existing strategies and data for KPIs from Excel. Automate data input via Google Sheets.
Update KPIs with Google Sheets, Zapier, RESTful APIUpdate KPIs via developed RESTful API using Zapier or MS Power Platform.

Traceable KPI Updates with Evidence

Define required evidence for each KPI and ensure users upload the correct documentation with every update.

Define the evidence required for the indicator and for each update.Define the evidence required for the indicator and for each update.
Upload required evidence before entering performance data.Upload required evidence before entering performance data.

Control, accountability, and auditability built in:

Yes

View or Modify Access RightsFor scorecards, indicators, and dashboards.
Yes

Lock Historical DataProtect prior reporting periods from unapproved changes.
Yes

Audit TrailA detailed, time-stamped audit trail for all scorecard elements.
Yes

Approval for Entered DataControlled updates for KPI reporting workflows.

Keep Strategy Data Secure, Governed, and Audit-Ready

Learn how we protect, host, and govern your performance data.

Yes

Two-Factor Authentication
Yes

Single sign-on
Yes

Data AvailabilitySystem backups and user exports.
Yes

Formal Cybersecurity Program Implemented
Yes

Data Localization Compliance
Yes

Hosted on DigitalOcean infrastructureAICPA SOC 2 Type II, SOC 3 Type II, ISO 27001, PCI-DSS.

Cut Strategy Reporting from Days to Minutes

Start from pre-defined reporting profiles, customize as needed, and schedule automatic delivery by email.

Keep Strategy Maps Alive Between Review Meetings

Automatically generated from your scorecards — always up to date.

An example of strategy map in BSC Designer
An example of the strategy map in BSC Designer. Source: View Balanced Scorecard for IT online in BSC Designer Balanced Scorecard for IT.

Balanced Scorecard-style strategy map created automatically.Balanced Scorecard-style strategy map created automatically.
Objectives with live performance and initiatives data.Objectives with live performance and initiatives data.
Customizable canvases with live data from the scorecard.Customizable canvases with live data from the scorecard.

Decision-Ready Strategy Dashboards

Always powered by live strategy data — with charts designed for strategy execution.

Track KPIs over time.Track KPIs over time.
Visualize risks and risk mitigation plans.Visualize risks and risk mitigation plans.
Track the execution of action plans.Track the execution of action plans.

An example of the BI dashboard in BSC Designer. Source: View Customer Service Strategy Scorecard online in BSC Designer Customer Service Strategy Scorecard.

Track How Strategic Risk Changes Over Time

Identify and measure Risk icon in BSC Designer risks for strategic objectives and track their treatment initiatives.

Bowtie Analysis for Global Trade Policy Shifts and Supply Chain Volatility

Bowtie analysis of threats and consequences with dynamic controls.

Define risks in the context of objectives.Define risks in the context of objectives.
Quantify inherent, acceptable, and residual risk.Quantify inherent, acceptable, and residual risk.
Visualize risk evolution.Visualize risk evolution.

Align Teams Around One Connected Strategy

Ensure the future readiness and resilience of your strategy. Communicate your strategy and align your team.

Strategy implementation in a business group with multiple companies and subsidiaries.Cascade the company’s strategy into strategic and functional scorecards.
Steps to set up a performance measurement framework to ensure data consistency, effective reporting, and continuous improvement.Establish a performance measurement system to quantify objectives, KPIs, and initiatives.

A practical walkthrough of the architecture behind successful strategy execution with BSC Designer.

Future-Ready Strategy Architecture — Lessons from Practice

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Before You Build Scorecards: Run a Strategy Workshop

Download the free Strategy Execution Canvas and run a half-day strategy workshop with your team.

Strategy Execution Canvas diagram showing stakeholders, aspirations, current and future state, strategic objective breakdown, and leading and outcome metrics.

Build and Audit Strategy Scorecards Faster with AI

Use GenAI to cascade your strategy into scorecards, suggest goals and KPIs, import your data, or audit your strategy.

Use AI to support and improve strategic analysis.Use AI to support and improve strategic analysis.
Review the AI's suggestions before adding them.Review the AI’s suggestions before adding them.

Industry Use Cases for Strategic Execution

Real-world strategy and performance management applications across industries and sectors.

Public Sector & Government

Evidence-Based Performance Reviews
— National Revenue Authority (Africa)

Cascading Strategy for Regulatory Oversight
— Data Protection Authority (Europe)

Finance & Investment

KPI Scoring Standards
— Financial Institution (Asia)

Portfolio Monitoring Framework
— VC Firm (USA)

Education & Research

Five-Year Strategy Rollout
— University (GCC)

Healthcare & Life Sciences

Aligning Clinical and Support Functions
— Healthcare Organization (USA)

Environmental & Industrial Operations

Implementing an existing Balanced Scorecard
— Environmental Consultancy (GCC)

Energy & Engineering

KPI Compliance Controls
— Electrical Engineering Company (LATAM)

Vertical & Horizontal Alignment
— Integrated Coal Mining Company (Asia)

Corporate & Services

Strategy and Risk Model
— 3PL Logistics Provider (Mexico)

KPI and Incentive Linkage
— Food Producer (LATAM)

SLA Scorecard Replication
— Telecom Provider (Europe)

Professional & Advisory Services

Policy Control Automation
— Consulting Firm (Africa)

ROI-Driven Strategy Execution
— Digital Transformation Consultancy (GCC)

Non-Profit & NGOs

RBM-Aligned Strategy System
— Non-Profit Organization (GCC)

Trusted by Strategy Leaders Worldwide

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Procurement Guide: How to Evaluate Strategy Execution Software

What’s the best tool to track your strategy and support execution? Download a ready-to-use template where the requirements for an integrated strategy execution platform are clearly formulated.

  • Stakeholders
    Integrated stakeholder management
  • Strategy cascading
    Strategy cascading and alignment
  • Balanced Scorecard
    Multiple frameworks like Balanced Scorecard and OKRs
  • Risk Management
    Integrated risk management
  • Internal Controls
    Tracking data and supporting evidence
  • AI strategy assistant
    Transparent and compliant use of AI

Start Free – Build Your Strategy Today

Start with a free plan for small projects, with AI assistant included. No credit card required.

Present BSC Designer to Stakeholders Present BSC Designer to key stakeholders involved in strategic planning.