| Price per user When deciding how many users to purchase, consider the number of strategy owners and active contributors.  | USD / user / month monthly | USD / user / month monthly | |
| View-only users | |||
| Number of scorecards and KPIs | |||
| Full automation of strategy implementation (stakeholders, cascading, scorecards, decomposition into goals, initiatives, KPIs, risks) |  | | |
| All data connectors (Excel import, Google Sheets, Zapier, RESTFull API, databases) | | | |
| Video tutorials | | | |
| Customer support by email | | | |
| Hands-on training (Zoom sessions to ensure all members of your team master the use of the platform) | | | |
| Access to premium templates (quickly define a strategy for additional focus areas) | | | |
| Specialist certification | | ||
| Strategy audit and advisory (in-depth analysis of your strategy and ongoing improvement support) | | ||
| Data localization compliance (regional droplets in the US, UK, Europe, Asia–Pacific) | | ||
| Secure storage for strategy-related documents | |||
| RESTFull API (API calls per hour per user) | |||
 AI assistant (AI-powered strategic analysis) | |||
| Audit Trail (detailed record of activity within the account) | |||
| Private cloud (deployment on Digital Ocean or similar platforms) |
Features
 KPIs: Setup |
| Multilevel KPIs. Aligning KPIs with goals. |
| Measurement units (quantitative, qualitative, natural-choice, binary) |
| Update intervals (daily, weekly, monthly, quarterly, annually, etc.) |
| Aggregation types (sum, average, accumulated, etc.) |
| Different views for the KPIs table (performance, budgets, updates, initiatives, custom views) |
 KPIs: Calculation |
| Relevant/absolute weights |
| Calculation of indicator’s dynamic |
| Performance formulas (minimization, maximization, binary, etc.) |
| Aggregation by periods (months, quarters, years, etc.) |
| Inherited data for periods without specifically entered data |
| Leading/lagging indicators |
| Calculations for containers/groups of KPIs (average, sum, etc.) |
 Strategy Cascading and Strategy Discussion |
| Cascading/alignment (drag and drop scorecards in the strategy workspace or copy and paste items between scorecards to align) |
| Comments (on KPI values and initiatives) |
| Direct links to KPIs, dashboards, maps, initiatives |
| Capture ideas received by email to initiatives |
| Secure storage for strategy-related documents |
 Live Strategy Maps |
| Cause and effect connections |
| Custom canvases |
| Balanced Scorecard strategy maps (1st generation four segments diagram; modern-format strategy map) |
| Export for presentation/print |
 Notifications |
| Assign owners for initiatives, KPIs, goals |
| Customize type of the notifications for owners |
| Notifications to external services (via webhooks) |
 Customization and Workflows |
| User-defined scorecard templates |
| Customization of data model (properties for goals, KPIs, and initiatives; measurement units; performance formulas) |
| Account customization (company logo; customizable fiscal year; workflow for initiatives) |
| View and reporting customization (columns for KPI tables; reporting profiles) |
 Reporting |
| Various reporting formats (HTML, PDF, Excel) |
| Scheduled reports by email |
| User-defined report profiles |
 Initiatives (alignment with goals, KPIs; dependencies; visualization on Gantt charts) |
 Dashboards (diagrams with filtering functionality for goals, indicators, initiatives, and risks) |
| Publishing dashboards (generating code to embed the dashboard into web pages or intranet) |
| Export to presentation/print |
| Global dashboard (data aggregated by owner from all scorecards) |
 Analysis (trends analysis, anomaly detection, variance analysis, comparative period analysis, correlation analysis, benchmarking) |
 Risks (ISO 31000-compliant risk management) |
| Integrated risk management (tracking inherent, acceptable, and residual risk levels over time; risk mitigation plans) |
| Advanced risk measurement (qualitative and quantitative risk, compound risk impact metrics, multiple scales for risk) |
| Risk diagrams (Likelihood/Impact diagram, Heatmap diagram) |
 Business Framework Templates for Strategic Planning (Balanced Scorecard, OGSM, OKR, Hoshin Kanri etc.) |
 Data Governance |
| Hosted securely on DigitalOcean platform (AICPA SOC 2 Type II, SOC 3 Type II, ISO 27001, PCI-DSS) |
| Formal cybersecurity program implemented |
| Account data backup/restore |
| Data portability (import strategies from other automation platforms; export strategy data in commonly used Excel/CSV formats) |
| Audit trail for general activity and values of KPIs |
| Historical data modification lock |
| Access rights |
| Roles according to the strategic planning process (data input users, power users, administrators, unlimited view-only users) |
| Two-Factor Authentication (2FA) |
| View only/edit rights (for groups, scorecards, and specific indicators) |
| Approvals automation |
Frequently Asked Questions
Below are common inquiries often raised by prospective buyers before acquiring BSC Designer.
Introduction
For how long has BSC Designer been available in the market?
Here are some key facts about BSC Designer:
- We started BSC Designer in 2004.
- We are a distributed team with a presence in Europe, LATAM, and MENA regions.
- Over 8,000 engaged users worldwide use BSC Designer.
Do you update the software on a regular basis?
Yes, we regularly provide updates to improve the user experience in the software as well as in supporting materials related to the strategy planning domain.
We also invite users to share their needs and development ideas with us.
Do you have references from our country or business domain?
Here you have some public case studies that you can filter by country or business domain. Contact us to discuss more specific cases.
How does it compare to other strategic planning software?
BSC Designer is recognized as one of the leading software solutions for for strategic planning.
Our software automates the strategy description process through aligned strategy and functional scorecards. Essentially, it enables the strategy team to organize various strategy scorecards much like managing different files on your computer, each detailing various aspects of your strategy.
This approach not only facilitates independent work on sub-strategies but also enhances strategy alignment and promotes collaborative strategy development.
Learn about other challenges in procurement for strategic planning software.
What security measures are implemented?
You can find some publicly available details in the Privacy section of the Terms of Service, specifically in section “5. How we protect your information.”
Among all, the security measures include multi-factor authentication, ‘least privilege’ practice, data encryption in transit and at rest.
What slides are available for presenting BSC Designer to my team?
We have presentation slides available to introduce BSC Designer to your team. These slides cover topics such as strategy implementation, stakeholder involvement, specialized strategic planning software, and transitioning from spreadsheet-based strategies.
Purchasing
How many subscriptions does our organization require?
It depends on your approach to strategy. In this article, we discuss how to self-assess the current maturity level of the organization in strategic planning, estimate the users involved, and establish improvement goals.
What is the refund policy?
Refunds are available within 30 days of product purchase. We recommend checking out the free plan before placing an order.
How can we obtain a quote?
Please follow these steps to get an official quote:
1. Choose the number and type of subscriptions and click the “Submit Order” button.
2. Fill in the company details and select the payment method you plan to use.
3. Click the “Get Quote” button.
1. Choose the number and type of subscriptions and click the “Submit Order” button.
2. Fill in the company details and select the payment method you plan to use.
3. Click the “Get Quote” button.
If the subscription is terminated, will we still have access to our scorecards?
When you cancel your paid subscription with BSC Designer, your subscription will be converted to the free plan. Data under the free plan is retained, meanwhile the account remains active (at least one active session within 6 months period).
We recommend backing up your scorecards before account cancelation or exporting scorecard data to Excel spreadsheet.
Implementation
What is the typical implementation timeline for BSC Designer?
From technical point of view, signing-up with a new account takes just five minutes.
From business point of view, it depends on the organization. In our implementation guide we shared some typical time estimates.
Can we migrate our data from Excel or another tool to BSC Designer?
While Excel is a great tool for prototyping strategy, specialized strategic planning software is better equipped to handle the challenges of strategic planning.
The easiest way to import existing strategies is by utilizing the Excel/CSV import function.
Can we link our KPIs to the data in other tools we use?
Certainly! In BSC Designer, you have several ready-to-use data connectors, along with a RESTful API that simplifies connecting to external data sources. You can explore these options further through this diagram of data sources.
Can we onboard the strategy team and assign permissions?
The tool offers effective methods to manage users and their access rights. Learn more about:
- User onboarding
- Granting access to the scorecards
Can we cascade strategy across business units, departments, teams, and individuals?
In BSC Designer, you have strategy architecture based on aligned scorecards. Each business unit, department, team, or even individual can have their own strategy or functional scorecard, which can be interconnected with others through data or context.
You can learn more about the mechanics of alignment in this article.
Can we use Balanced Scorecard, OKR, or any other frameworks?
In the strategy workspace of BSC Designer, users can integrate various business frameworks.
- Each supported framework offers its unique approach to decomposing complex business challenges into specific goals, measurements, and initiatives.
- Within each framework template, you will find a link to a detailed guide on how to utilize it in the software.
Support
What type of customer support is provided?
All subscriptions come with email-based customer support and access to pre-recorded onboarding tutorials.
Additionally, the Enterprise subscription includes online training sessions. See the plans comparison table for details.
Do you offer “Specialist” or “Partner” certifications?
We offer:
- BSC Designer Specialist certification to formally assess skills in using BSC Designer software.
- BSC Designer Partner certification to assist strategy consultants in delivering value through strategy automation.
You can find more details on the certification page.
Do you offer consultancy services for strategy implementation?
We’ve developed our proprietary strategy implementation system. You can explore it through our free materials or contact us for a personalized consultancy offer.