Create strategy maps using data from KPIs tab. Display perspectives, strategic themes, business goals, and KPIs.
To view or edit a strategy map you need to open an existing scorecard or create a new one, and then go to the Strategy Map tab.
On the toolbar there is a drop list with all of the strategy maps available in your scorecard:
Next to the drop list there are some buttons that allow adding, renaming or deleting a strategy map.
BSC Designer Online can generate a strategy map automatically using information about business goals, aligned KPIs, and cause-and-effect connections between them. To generate a map automatically, create a new map and click the Strategy map placement button:
BSC Designer will suggest for you to select a type of the map that you want to create, and will also allow you to customize map settings.
The interface of the map wizard is divided into several tabs.
Select from several supported visualization styles
To use Map with KPIs map follow these steps:
A business goal in BSC Designer can belong to various strategic themes. On Display themes tab one can choose the themes that need to be visualized on the current map.
Choose if you want to show all goals, or goals for the selected person responsible only.
Various controls on this tab allow the user to customize the appearance of the business goals and aligned items on the strategy map.
BSC Designer uses certain color styles for business goals and KPIs. It is possible to adjust some color settings. Select any object on the strategy map and click Formatting button on the toolbar:
Once you finish editing make sure to click Lock button on the toolbar to let the software know that this object should not be changed when map will be rebuilt:
Another mean to customize the way how the business goals are displayed on strategy map is by customizing color scheme of the strategic themes. To do this go to the KPIs tab, select any business goal, go to the Context tab, find "Strategic theme" drop list, and click Edit button next to the drop list:
BSC Designer Online provides a wide range of objects that you can put on the map. Click on the Custom objects drop list to see what options you have:
Select an object from the list and click on the strategy map in a place where you want to place this new object.
With the Text element you can put a text note anywhere on the strategy map.
To customize text properties such as font size and color, select an element and click the Text Properties button on the toolbar.
You can link two objects using different link types. Select a link type that you need:
move a cursor over a source object, click and don't release a mouse button, move the cursor to the other object, select destination point and release the mouse button.
Two buttons will help you to organize objects on the strategy map. Use them when you need to move some object to the front or bring it to the back.
You can add business objectives and KPIs to the strategy map.
You can double-click on the KPI item or business objective, BSC Designer will find this object on KPIs tab so that you can manage it.