BSC Designer - Balanced Scorecard Software with AI

BSC Designer

Balanced Scorecard Software

An ad-hoc approach (spreadsheets) → a strategy deployed in scorecards with cascading and GRC functions.

BSC Designer - Strategic Planning Platform

What is Strategy Software in 2024?

The trends of 2024 include the growing complexity of the business and regulatory landscape, which impacts the requirements and application areas of strategic planning software:

Integrated stakeholder management

GRC and internal controls functions

Transparent and compliant use of AI

Multiple frameworks like Balanced Scorecard and OKRs

Strategy cascading and alignment

Integrated risk management

Effective strategy communication via strategy maps

Strategy ownership and accountability

How BSC Designer Implements Strategy in Practice

The Strategy Implementation System explains how to convert high-level strategy into quantified goals and initiatives.

Strategy Implementation System - Step 1 - Create a Strategy Core

Strategy Implementation System - Step 2 - Decomposition into strategic and functional scorecards

Step 4 - decompose high-level objectives into goals, KPIs, risks, initiatives.

Empowering Strategies Worldwide

Develop, Deploy, and Collaborate on Your Strategy

A workspace for your strategy. Cascade high-level strategies into strategic and functional scorecards.

Organize scorecards like files on a computer.

Assign access rights to the scorecards.

Communicate the company’s vision and mission.

Make Your Goals Tangible by Defining KPIs

The software does all calculations, including normalization, weights, indexes, calculation of progress.

Manage Key Performance Indicators (KPIs) in BSC Designer

Managing key performance indicators (KPIs) in BSC Designer. Source: Balanced Scorecard for HR.

Organize goals and KPIs into a structure.

Set up KPI weights, optimization function, and grouping.

Manage weights, optimization functions, and grouping.

Calculate scorecards automatically.

Connect KPIs to the Data Sources

Connect to external data sources using a direct database connection, Google Sheets, Zapier, or RESTful API.

Create SQL indicators to connect directly to databases.

Import existing strategies and data for KPIs from Excel. Automate data input via Google Sheets.

Update KPIs via developed RESTful API using Zapier or MS Power Platform.

Track Risks and Risk Treatment Initiatives

Identify and measure

risks for strategic objectives.

Managing Key Risk Indicators (KRIs) in BSC Designer

A risk diagram illustrating inherent, residual, and acceptable risks. Source: Customer Service Strategy Scorecard.

Define risks in the context of objectives.

Quantify inherent, acceptable, and residual risk.

Visualize risk evolution.

Have Specific Action Plans to Execute Your Strategy

Upload documents, assign budgets, timelines and persons responsible for the initiatives to prepare the strategy for execution.

Action plans and initiatives in BSC Designer

An example of the initiative in BSC Designer. Source: Balanced Scorecard for HR.

Define a detailed action plan with assigned owners.

Track the progress of the initiative with aligned KPIs.

Define budgets and timelines for the initiatives.

Build a Framework of Internal Controls

Minimize risks and ensure compliance by implementing comprehensive internal controls.

An examples of the library of internal controls in BSC Designer

An example of a catalog of internal controls. Source: Catalog of Internal Controls.

Organize internal controls into a catalog.

An example of an internal control with aligned metrics, action plans, and risks.

A risk diagram for internal control.

Create Strategy Maps Automatically

Present your strategy on one page automatically.

An example of strategy map in BSC Designer

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

Balanced Scorecard-style strategy map created automatically.

Objectives with live performance and initiatives data.

Customizable canvases with live data from the scorecard.

Align Scorecards Around Common Strategy

Align functional and strategy scorecards by data or by context to form a coherent strategy.

Align strategic and functional scorecards by connecting them through perspectives, objectives, or context.

Strategy Implementation System - Step 3 - Decomposition into goal, kpis, initiatives, risks

Make Faster Decisions with BI Dashboards

Customizable BI dashboards help to track important metrics.

Track KPIs over time.

Visualize risks and risk mitigation plans.

Track the execution of action plans.

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

Keep Stakeholders Informed with Performance Reports

Customizable reports in HTML, PDF, Excel formats – view online or schedule sending by email.

Example of Overview Report

Example of Cost of Strategy Report

Example of Action Plan Report

Customizing the Platform with No-Code

To be agile, BSC Designer was designed with a minimalist approach. To automate challenges related to strategic planning and GRC, it relies on a few customizable components.

Scorecards serve as containers for other components.

Inside the scorecard, the basic components are goals, KPIs, and initiatives.

Custom fields allows customizing basic components in BSC Designer

The properties of basic components can be extended with user-defined fields.

Data Governance

Share scorecards with your team; define if data entered by a user needs to be approved; control changes via audit trail.

Two-Factor Authentication

‘View’ or ‘Modify’ Access Rights
(for scorecards, indicators, dashboards)

Lock Historical Data

Approval for Entered Data

Audit Trail

Data Localization Compliance

Hosted securely on DigitalOcean Platform
(AICPA SOC 2 Type II, SOC 3 Type II, ISO 27001, PCI-DSS)

Formal Cybersecurity Program Implemented

AI-Driven Strategic Analysis

Provide GenAI with contextual information about your strategy in a transparent, accountable, and privacy-conscious way.

Provide the AI with relevant context for strategic analysis.

Companies Across the Globe Trust BSC Designer

BSC Designer is used by business strategists, CEOs, educators, HRs, QA specialists. Customer stories…
BSC Designer product rating: 9/10 based on 102 reviews.

We find BSC Designer a very ergonomic and intuitive tool. It quickly adapts to your way to carry out the information analysis. It is simple, fast and effective.
BSC Designer helps to avoid using and maintaining home-made Excel sheets and produces professional results. Learn more >

This tool has contributed a lot as a strategic planning and operation management solution that enabled everyone to track results at real-time and achieve assigned goals.
It provides a dynamic approach to work-flow planning unlike using Excel spreadsheet. Learn more >

We have a very good experience with BSC Designer, as this instrument can facilitate the implementation of the Balanced Scorecard in our unit.
We have been trying to design a MS Excel spreadsheet but this approach proved to be more difficult. Learn more >

We use BSC Designer for measuring performance rather than effort.
BSC Designer has allowed us to evaluate results in more than one way. Now we can reward efforts that we are sure are creating the desired results. Learn more >

I was looking for a software for strategical planning for the company where I work, therefore we are looking for a way to implement the Balanced Scorecard.
I found BSC Designer, which is a very practical software. Learn more >

A great and practical option to deliver and keep a Balanced Scorecard.
We are a consulting firm and use BSC-Designer regularly to help our clients to visualize their strategy and keep control of their vital metrics. Learn more >

Start with a Free Plan

Free plan for small projects. No credit card required.
This Balanced Scorecard software comes with 38 ready-to-use scorecard templates.

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