Strategy Software for Consultants: Build Client Scorecards, KPIs, Dashboards, and Reports

For strategy consultants working with multiple clients, BSC Designer provides a structured way to turn strategic plans into scalable strategy architecture.

BSC Designer for Strategy Consultants

For Consultants Helping with Client Strategy

This page is designed for consultants who help clients move from strategy discussions to structured execution.

Consulting Stakeholders	How This Page Helps
Strategy consultants	Convert client strategy into practical execution systems with objectives, KPIs, initiatives, and review routines.
Internal strategy consultants	Create consistent scorecard, reporting, and governance standards across business units or engagements.
Workshop facilitators	Structure client workshops around strategy mapping, KPI selection, prioritization, and implementation planning.
Independent consultants	Apply BSC Designer training, certification, and reusable methods to deliver client strategy projects more efficiently.

From Client Strategy Documents to Scalable Strategy Architecture

Many consulting engagements start with presentations, spreadsheet-based KPI lists, workshop notes, and implementation plans stored across separate files. It becomes harder to govern once the client needs ownership, reviews, dashboards, and measurable execution.

Before / After

Traditional consulting deliverables	BSC Designer strategy implementation
Strategy captured in slides, reports, and workshop notes	Strategy formalized as connected scorecards, objectives, and maps
KPIs listed separately from strategic logic	KPIs aligned with objectives, targets, owners, and update routines
Initiatives managed as standalone action plans	Initiatives linked to objectives, execution gaps, budgets, and risks
Progress reviews depend on manual preparation	Dashboards and reports are generated automatically from governed strategy data
Each engagement requires a new delivery structure	Reusable scorecard architecture supports scaling across clients and units

A Typical Workflow

A typical strategy automation workflow starts with selecting one or several strategy execution frameworks, such as the Balanced Scorecard, Results-Based Management, OKRs, or the client’s own customized methodology. BSC Designer is then introduced to formalize, automate, and scale the strategy:

Translate the client’s strategic choices into objectives and scorecard architecture.
Map the cause-and-effect logic between objectives, perspectives, and related scorecards.
Define KPIs, targets, measurement rules, owners, and update schedules.
Connect initiatives, budgets, risks, and supporting evidence to the objectives they support.
Use dashboards, reports, and review routines to govern execution and replicate the model across future engagements.

For practical implementation guidance, see the How-To Resources section.

Relevant Case Studies

Consulting and Advisory Delivery

Examples of how consultants structure client strategy work into scorecards, KPIs, initiatives, controls, and measurable implementation plans.

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

Policy Control Automation
— Consulting Firm (Africa)

Implementing an Existing Balanced Scorecard
— Environmental Consultancy (GCC)

Reusable Client Models

Examples of how advisory teams create repeatable scorecard structures, KPI standards, and migration workflows that can be adapted across client engagements.

Shared Scorecard Structures
— Investment Holding Group (GCC)

KPI Scoring Standards
— Financial Institution (Asia)

AI-Assisted Strategy Spreadsheet Migration
— Financial Cooperative (Mexico)

Consultants may also find relevant examples in the full case study library, including use cases from public sector, finance, logistics, compliance, and multi-unit organizations: Strategy Execution Use Cases.

How-To Resources

Consultants will find practical guides for structuring client engagements, facilitating workshops, deploying strategy, and building formal expertise with BSC Designer.

Consulting Delivery

Strategy Consultants: Using BSC Designer with Clients
— Guide for consultants who want to structure client engagements around strategy maps, KPIs, initiatives, dashboards, and repeatable delivery models

Implementing a Strategic Plan
— Practical guide for turning a strategic plan into objectives, KPIs, initiatives, ownership, and review routines

Strategy Deployment Guide
— Overview of the strategy deployment process, from strategy formulation to cascading, execution, measurement, and review

Training and Enablement

Strategy Workshop Template
— Facilitation-ready workshop format with canvas-based exercises for consultants training internal strategy and performance teams

Training and Certification
— Formal training and certification options for consultants who want structured enablement from BSC Designer

What Users Say

Feedback from teams using BSC Designer to structure strategy, KPIs, and performance reviews.

Cascade the Objectives Down to the Management Hierarchy

We consult companies about the ways to cascade the objectives down to the management hierarchy. We use BSC Designer to ensure successful implementation of strategic goals in these companies.Strategic Management implementation has been our business challenge across the different layers of management from top management down to key operations. In many business...

Michael Raphael (General Manager/Owner, Management Integrated Consultants) - Lebanon — Strategy Implementation Consulting

Organize strategy maps and metrics

Helping our clients to organize strategy and metrics using BSC Designer. Each client develops a Strategic Map. Using the provided wizard we can develop its metrics in an easy and practical way.A great and practical option is to deliver and keep a Balanced Scorecard. We are a consulting firm and...

Hugo Sanchez (President, DAG Consultores) - Nicaragua — Strategy Implementation Consulting

Easy and Rapid Design of Balanced Scorecard

I do appreciate finding this product on the market as it helps me to design in an easy and rapid manner some BSC for client. The balanced scorecard tree and the strategy map are designed very quickly; the product is able to merge several indicators under categories and to develop...

Sylvie Landreau (Expert in Performance Management Consulting, CSC) - France — Strategy Implementation Consulting

Implement Balanced Scorecard Concept with BSC Designer

I was looking for a user-friendly BSC software to be able to support my assignment to implement the BSC concept for my clients. After trying to use BSC Designer, I found out that it's truly an amazing and useful tool.I'm going to introduce your software to my clients, as well...

B.P. Kusumo Bintoro (Independent Management Consultant, Jakarta) - Indonesia — Strategy Implementation Consulting

Using BSC Designer for strategy formulation and implementation

The platform helps to articulate a balance scorecard in a very good way and develop a good connection between core strategies, mission and vision statements, and set strategic goals.One of the standout features is the strategy maps. The platform automatically creates visually appealing and comprehensive strategy maps. We have been...

Shivam G. (Eupnea) - United Kingdom — Strategy Implementation Consulting | Verified by G2

Automated Strategic Map Supports Systemic Growth

Our main aim was to get a product or platform that could help us manage our systemic growth using the Balanced Scorecard. BSC Designer provided us with that platform wherein we could enter all our scorecard information and delegate portions of it out to responsible parties.We found BSC Designer to...

Manish Malhotra (President, Unissant, Inc., Reston VA) - United States — Strategy Implementation Consulting

BSC Designer Ensures Strategy Implementation

I am a strategy consultant for blue-chip private sector clients, as well as public sector clients throughout Africa, the Middle East and North America. I utilize the Balanced Scorecard to ensure that clients implement their carefully crafted strategies.We live in an age where data needs to be turned into information...

Myles Hopkins (Head of Consulting Qbit) - South Africa — Strategy Implementation Consulting

Track the Performance and Communicate Results for Clients

After a thorough and extensive process of selection and after seeing a lot of international and national providers for a Balanced Scorecard tool, we have decided for using BSC Designer. We found it by chance and have been performing extensive trials and we have found a powerful yet easy to...

Camilo Vergara (Operational Manager at Grupo Spira (Bogotá)) - Colombia — Strategy Implementation Consulting

Create strategy, set goals, targets and KPIs

We are a small company, but we need to manage our performance as well. We needed to set goals and KPIs to monitor, evaluate, review, and manage them using a powerful tool. We are a consulting company in Northern Greece and the BSC Designer software gives to our company an...

George Mademlis (Managing Director, Target BS) - Greece — Strategy Implementation Consulting

Ready to Try a Strategy Consulting Pilot?

Share a strategy plan, KPI spreadsheet, workshop output, or reporting template. We’ll discuss how a focused pilot can turn your existing consulting deliverables into a working BSC Designer scorecard.

Discuss a Strategy Consulting Pilot

Your consulting team can test scorecard architecture, KPI ownership, strategy maps, initiative tracking, dashboards, client reviews, and repeatable reporting before deciding on a broader rollout.

BSC Designer

BSC Designer is strategy execution software with the Balanced Scorecard at its core. It helps organizations turn strategic plans into a connected strategy architecture by aligning objectives, KPIs, initiatives, risks, and strategy maps in one place. Our strategy implementation system explains how to put strategy into practice, and the strategy execution workshop template helps teams apply it in internal strategy sessions.