AI-Driven Strategy Analysis and Implementation

Build a comprehensive strategy that includes objectives, KPIs, and initiatives using GenAI.

  • Create strategies and strategy maps with AI.
  • Create goals, KPIs, and initiatives.
  • Identify trends, correlations, and anomalies for KPIs.

General Principles of AI Integration

  • Transparency. BSC Designer makes it clear what data will be passed to AI. No data is passed in the background without direct user approval.
  • Accountability. Only power users with full access rights to the scorecards can use AI.
  • Data anonymisation. We don't send personal data like user name or email to AI. Such data is anonymised and is deanonymized when the response from AI is received.
Use AI to assist with defining and describing your strategy.

Examples of Prompts for AI

Strategy definition and description prompts:

  • "Create a strategy based on these requirements..."
  • "Add goals and initiatives to the Finance perspective based on these requirements..."
  • "Move the goal ... to another perspective."
  • "Identify the strengths and weaknesses of this scorecard and propose improvements..."

Data management prompts:

  • "Update the target for the ... KPI according to these requirements..."
  • "Update the KPI ... with plausible sample data."
  • "Use the provided unstructured data to update the KPIs."

Metrics analysis prompts:

  • "Use the data from the KPIs in the scorecard to identify trends that require attention..."
  • "Detect anomalies in the performance of KPIs."
  • "Perform a correlation analysis between KPIs in the scorecard."

Learn more about other applications of AI in strategic planning.

Steps to Use AI

Select data that is sent to AI
  1. Open any scorecard.
  2. Switch to the AI tab AI tab.
  3. Select the data that needs to be passed to AI.
  4. Click the Start Chat button.

Context for AI

When activating AI, there are various checkboxes that define what information will be passed to AI.

General information about the strategy of the organization includes data from:

  • > Settings > Organization > Organization name
  • > Settings > Strategy > Strategy Statements

General information about scorecards from the strategy workspace includes:

  • Names and descriptions of the scorecards from your account.

The information that is never sent to AI:

  • Names and emails of users
  • Documents uploaded to goals and initiatives

Once data is sent to AI, we don't have control over it and it is subject to the terms of use of the GenAI service provider.

How to Improve AI Results?

Effective use of AI is about providing more context:

  • Fill in the details about the company's mission, vision, and strategic values via > Settings > Strategy > Strategy Statements.
  • Add detailed descriptions to the goals, indicators, and initiatives within the scorecard.

AI Model

BSC Designer currently uses the OpenAI as a GenAI provider for AI chat.

Proprietary AI models used within the organization can be connected to BSC Designer. Contact the support team with your request.

Limits of Using AI

There is a limit on using AI based on the volume of data (tokens) passed to AI as a context:

  • Free plan: 5K tokens/day
  • Paid plan: 100K tokens per power user/day

Larger data sets, such as data for all KPIs within the scorecard, consume more tokens.

How to Disable AI

The administrator of the account can disable AI for use within the account via the Enable AI Tab option in > Settings > Integrations > AI API.