|Automation for all steps of the strategic planning process (?)|
|Calculation of the scorecards (?)|
|31+ scorecard examples and templates (?)|
|Unlimited scorecards/KPIs (free plan is limited by 5 scorecards, up to 36 indicators) (?)|
|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)|
|Relevant/absolute weights (?)|
|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.) (?)|
|KPIs: Data sources (?)|
|Formulas with values/performance of other KPIs|
|External database (MySQL, PostgreSQL, MS SQL Server, SAP Hana) (?)|
|Import from spreadsheets (?)|
|KPIs from other scorecards (?)|
|Plugins (Zapier, Google Sheets add-on)|
|Generative AI (?)|
|Cascading/alignment (by perspectives, by normalized goals) (?)|
|Comments on the values of KPIs|
|Direct links to KPIs, dashboards, maps, initiatives|
|Capture ideas received by email to initiatives|
|Live strategy maps (?)|
|Cause and effect connections|
|Export for presentation/print|
|Assign owners for initiatives, KPIs, goals|
|Customize type of the notifications for owners|
|Notifications to external services (via webhooks)|
|Customization and workflows|
|User-defined templates (?)|
|User-defined properties for the KPIs|
|Custom logo for interface and reports|
|Customizable fiscal year|
|Adjustable columns for KPIs table|
|Adjustable reporting profiles|
|Customizable workflow for the initiatives|
|Customizable measurement units|
|Customizable performance formulas|
|Templates for dashboard layouts|
|Various reporting formats (HTML, PDF, Excel)|
|Scheduled reports by email|
|Values report (all KPI values by dates)|
|Efforts vs. results report (combines leading and lagging indicators)|
|Action plan report (the list of the initiatives)|
|Cost of strategy report (the sum of the budgets of all initiatives)|
|Overview report (KPIs with key data tables and charts)|
|Dashboard report (a copy of a dashboard from the scorecard)|
|Strategy map (a copy of a strategy map from the scorecard)|
|Custom report profiles|
|Align initiatives with goals/KPIs|
|Types (initiative, success factor, expected outcome, rationale, hypothesis, risk)|
|Statuses (comment, analysis, in progress, review, done)|
|Budgets in different currencies|
|Earned Value calculation|
|Aligned documents, dependencies, timelines, owners|
|Visualization on the Gantt charts|
|Risk Initiatives (?)|
|Risk mitigation plans|
|Key Risk Metrics (KRIs)|
|Many dashboards per scorecards|
|Templates for dashboard layouts|
|Export to presentation/print|
|Highest impact on performance (finding indicators with the highest absolute weight)|
|Forecast (linear prediction of the future values by using historical data)|
|Update time (finding indicators that were not updated on time)|
|Templates for strategic planning (?)|
|Balanced Scorecard (?)|
|Stakeholder Analysis (?)|
|OKR – Objectives and Key Results (?)|
|PESTEL – analysis of external factors (?)|
|VRIO – analysis of competitive advantage (?)|
|The Ansoff Matrix – business growth strategies (?)|
|Five Forces – competitive analysis (?)|
|Two-Factor Authentication (2FA)|
|Audit trail for general activity and values of KPIs|
|Lock historical data|
|Approval for new data|
|Account data backup/restore|
|Access rights (?)|
|View only/edit rights (for groups, scorecards, and specific indicators)|
|Public scorecards||Data Compliance|
|Data localization compliance (regional droplet selection in the US, Canada, Europe, Singapore, India, or Australia)|
|Private cloud (deployment on Digital Ocean or similar platforms, available for annual subscriptions starting from 10 power users)|
|Customer service and Training|
|Onboarding tutorials (?)|
|Self-learning tools (strategy wizard, automatic quality check for KPIs and strategy map)|
|Customer support by email (?)|
|Online training sessions|
|Pilot program (help to setup a pilot strategy scorecard to “test waters” before scaling)|
|Help with migrating data from spreadsheets (finding the best way to automate the existing strategy)|
|Automation of data entry (finding the best solution to fetch data from internal systems)|
Available payment options: Credit Card, PayPal, Bank/Wire Transfer, or Invoice.
Frequently Asked Questions
Here are some typical questions that people ask before buying BSC Designer.
In our implementation guide, we define the list of stakeholders involved in strategic planning.
- The senior stakeholders and key members of the strategy team will need power user subscriptions.
- Some members of the operational team will need data input user subscriptions.
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.
If the account and subscription emails match, then our system will convert your free account to the paid one automatically. If not, you will need to enter the received subscription code into the subscription textbox.
Your free account will become a paid account, and all your data will be there.
Yes, our eCommerce provider will generate an official PDF invoice for you.
1. Choose the number and type of licenses 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.
The SaaS model of BSC Designer Online is the most popular one.
It is also possible to install BSC Designer Online on private cloud hosted by Digital Ocean or similar platform. This option is available for the annual subscriptions starting from 10 power users. Contact BSC Designer team for more information.
We started BSC Designer in 2004. The software is regularly updated with new features.
Here you have some public case studies that you can filter by country or business domain. Contact us to discuss more specific cases.
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.
- 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.