A case study that examines the use of AI to generate strategy with goals, KPIs, and initiatives using general information about the company, initial prompt for strategy, and follow-up clarification prompts.
Introduction
At the beginning of 2025, XYZ Eco Group faced the challenge of improving energy efficiency due to rising energy costs. To identify and describe an appropriate response strategy, they used the AI functionality in BSC Designer.
Results: AI-Generated Strategy Map
Here is a strategy map generated by discussing the challenges of energy efficiency with AI:
The strategy map was automatically generated by BSC Designer using AI-generated data on goals, KPIs, and initiatives from the KPIs tab:
Below, we review the prompts used step by step.
Preparation
Some preparation steps were taken:
- A new strategy scorecard (Energy Efficiency Strategy) was created to separate the energy efficiency strategy from the main strategy.
- The required contextual information about the company was already specified on the Settings > Strategy tab.
Initial Strategy Formulation
The company began with a general prompt to AI:
Prompt: Let’s develop a strategy for our company focused on achieving energy efficiency.
The response included reasonable suggestions, but they were not formulated according to the Balanced Scorecard framework used by the company. To address this, a clarification request was made:
Prompt: Utilize the existing perspectives of the Balanced Scorecard framework provided in the template.
This time, AI responded within the required framework:
By clicking the “Execute all” button, all suggested goals were added to the scorecard.
Improving Goals in the Learning Perspective
A follow-up question about learning-related goals was asked:
Prompt: The ‘Energy Efficiency Training Programs’ goal in the Learning Perspective addresses existing technology, but how about also focusing on identifying new energy-saving opportunities?
AI responded with reasonable suggestions, but mistakenly placed them under the existing ‘Energy Efficiency Training Programs’ goal. A follow-up prompt was issued:
Prompt: The suggestions sound more like something we can do in parallel with ‘Energy Efficiency Training Programs’—let’s incorporate them accordingly into the Learning Perspective.
This time, the goals and initiatives were correctly formulated in the Learning Perspective:
Additional Goal for Internal Perspective
In another follow-up question, AI was asked to cover an additional goal in the Internal Perspective:
Prompt: For internal processes, we have an optimization goal, but how about incorporating renewable energy sources, such as solar power?
The AI response was approved, and the software immediately visualized it on the strategy map:
Adding More Specific KPIs
The “Integrate Renewable Energy Sources” goal was quantified with a general “Amount of Energy Generated by Solar Power” indicator. To make it more specific, AI was asked to suggest additional KPIs:
Prompt: For ‘Integrate Renewable Energy Sources,’ we can also track the specific amount of energy generated through solar power.
AI responded with a suggested KPI and one initiative:
Once approved, the KPIs were automatically added to the KPIs tab:
Adding Sub-Goals to the Goal
With the next prompt, AI was asked to be more specific about a goal and add more details:
Prompt: The goal ‘Customer Awareness on Energy Efficiency’ sounds like a high-level, aspirational objective. Let’s make it more specific by adding sub-goals with clear KPIs.
Sublevels of KPIs were added to make the goal more specific:
AI Asks Follow-up Questions
Finally, a dialog mode for AI was triggered with this prompt:
Prompt: In ‘Energy Cost Reduction,’ we track direct cost savings. Are there any indirect cost savings? We’re not sure, so ask me 1-2 questions about our business to help determine if there are additional metrics we can track.
AI asked relevant questions and began analyzing the answers:
The suggestions provided by AI were incorporated into the scorecard:
BSC Designer is strategy execution software that enhances strategy formulation and execution through KPIs, strategy maps, and dashboards. Our proprietary strategy implementation system guides companies in practical application of strategic planning.