1. TOMAS.BSC
A perfect tool for strategic and
operational management
www.pt-tomas.com

2. Balanced scorecard
VISION
Financial perspective
To succeed financially:
How should we appear to our shareholders?
Customer perspective
To achieve our vision:
How we should appear to our customers?
Internal business processes
To satisfy our shareholders and customers:
What business processes must we excel at?
Learning and growth perspective
To achieve our vision:
How will we sustain our ability to change and
improve?
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3. Profitable growth of the corporation
Problem
90% of corporations do not reach goals from their Strategic plans
Successful corporations Gap between strategy
typically had formulation and execution
 Objective and project oriented management  60% of corporations do not link financial
 BSC system introduced objectives to strategic planning
 Strategic office established  The incentives of the key personnel are not
connected with the strategy realization
 Processes of the strategic planning are not
connected
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4. The latest researches show that BSC is used by
1 60% Fortune 1000 companies
2 60% world top-300 banks
3 40+% middle sized comp. in Europe
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5. Strategic desk and BSC
BSC
Development strategies
Program strategies
Cash-flow
management
Business process perspective Learning and growth perspective
Financial perspective Clients perspective
Page  5

6. Mission and Vision
 First define the mission
and vision
EASY TO USE
Define it on corporate
level, business units,
processes, virtual units.
Page  6

7. SWOT analysis
 Make a SWOT analysis
for Company and
Business units
EASY TO USE
Make SWOT analysis
for business units too, if
there are different
competition, working on
different markets.
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8. Cascading strategies
 TOMAS.BSC can
cascade strategies
down from corporate
levels to business units
and ultimately to
employee level. It can
assign tasks to achieve
strategic objectives (with
terms, performers,
priority, attached
documents)
EASY TO USE
Detail strategies for
markets, products and
business units.
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9. Task review and reporting
 Through internet, all
persons involved get
reviews of tasks for
realisation of the
strategic objectives,
Performers report about
their tasks, reports can
be viewed by different
parameters (due tasks,
by performer, status…)
EASY TO USE
No installation. Just
login on internet site
and click ‘My task’ to
report.
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10. Key performance indicators
 What can’t be measured
can’t be managed, so, it
defines indicators to
measure success of the
fulfillment of strategic
goals.
EASY TO USE
Define what you want
and how you will
measure if you
achieve it.
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11. DASHBOARDS
 Through dashboards it
EASY TO USE can monitor, how you
prosper towards
Double click to see
which BU, product or
planned strategic goals
market has a problem at all levels of the
company.
 Here, Red indicates
below the plan and
green indicates that you
are above plan.
EASY TO USE
Create your own
Dashboards
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12. DETAILED ANALYSIS
 Detailed drilldown
analysis makes it easy
to follow-up and monitor
progress towards goals
and history.
 Applications warns you
about potential danger
(on business units,
products or buyers)
EASY TO USE
See immediatelly
where the is problem
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13. Dynamic Strategic map
 Dynamic strategic map
indicates if there are bad
KPI‘s or tasks are
delayed for a specific
strategy.
 There is the whole
Strategic plan on one
page every morning
EASY TO USE
Red colour alerts
shows where
problems occur
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14. Strategies and KPI‘s influence
 For every indicator you
see which strategic
objectives is influenced
(directly or indirectly)
when planned goals are
not achieved
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15. Plan, Do, Check, Act
 BSC encourages the
learning process and
ensures directions for
constant improvement.
 All employees can
contribute through
initiatives for
improvement.
EASY TO USE
Check if responsible
persons ACT ed
accordingly
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16. Convenient acces from everywhere
 Web or mobile BSC for
convenient access
anywhere
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17. What you measure: Business excellence
 Solution can be used
also for monitoring the
results of business
excellence (Total Quality
management-
TQM,EFQM)
EASY TO USE
Create new
perspectives and
achieve multi-
perspective view on
your business
Page  17

18. What you measure: 20 Keys
 Example of how the
system could be set up
to monitor Kobayashi
methodology of 20 keys
Page  18

19. What you measure: Processes
 Through dashboards it
can monitor, how you
prosper towards
planned strategic goals
on all processes
EASY TO USE
Add processes and define
Mision, Vision, SWOT,
Strategies... or link them
from Tomas.Proces
Page  19

20. What you measure: Operative measures
 Use the software to
follow-up operatives or
crisis measurements
EASY TO USE
Create operative
indicators, monitor them
on one Dashboard
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21. OLAP Cube Analysis option
 For review and analysis
use, as an option, OLAP
multi-dimensional cube.
EASY TO USE
Rotate dimensions, sort
data, make ABC Analysis,
prepare your own Reports
and Charts
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22. Automated reporting through excel
 Monthly report
preparation for KPI‘s
can be automatised
through help of excel
add-in.
EASY TO USE
Use existing excel Reports,
connect to BSC database
and just refresh every
month
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23. BSC designer
 BSC creator can create
independent creation of
BSC system
(perspectives, indicators,
formulas, aggregation,
warnings, users, e-mail
warnings, ...)
EASY TO USE
No need for programming,
you can do everything on
your own.
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24. Data loading
 Data is loaded manually,
EASY TO USE through excel or
IT prepares automated
export from ERP in defined
automatically
structure and is imported
automatically in BSC.
From company‘s ERP
Through excel
Manually in BSC
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25. BSC for group of companies
 Every company in the
group has its own BSC,
Comp.Asia is automatically
data
transferred to Central
Comp Datawarehouse.
USA
Corporate
Headquarter Comp.Africa
® Central BSC
®
Comp.South
America BSC server for
corporate
management
Local BSC servers
Comp.
EASY TO USE Central
See all companies strategic
Australia
Datawarehouse
performance in one place
and make benchmarking Clients with WWW
between them. acces to central BSC
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26. Central administration for group of companies
 Tables (products, BU,
markets...) matching is
edited through WEB
interface
EASY TO USE
Access plant codes, match
them with central database
codes, online.
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27. TOMAS.BSC clients
Designers/Consultants Managers Performers
 Define Mission/Vision  Review Dashboards  Review their tasks
 Define SWOT  Review Strategic maps  View on which strategy their tasks
 Define Strategic goals  Analyzing KPI‘s influence
 Define action plans  Make comments and Initiatives  Report online about performing their
 Define Indicators and formulas  Create Dashboards for their business tasks
 Create Strategy maps and Dashboards units  Upload documents to their reports
 Load data  Add strategies for their business units
 Analyze performance  Create action plans
 Using OLAP Analyses and excel-add in  Monitor tasks realization
 Create users rights  Analyze Strategic performance
 Using OLAP Analyses and excel-add in
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28. TOMAS.BSC Overview
Business
excellence Proces
Balanced monitoring
scorecard
Strategic Performers
planning and Managers Project
monitoring monitoring
Designers/
consultants
Operational
management
Total Quality
management
Page  28

29. Before and After: Changes & Benefits
Before (current situation) After ( Implementation )
 Strategic plan of business units (BU) is only on paper.  Realization of the Strategic plan can be monitored on
 Difficult to monitor if planned activities in BU are finished. Strategic maps, that alerts about late task or bad KPI‘s.
 Difficult to monitor Indicators of success from BU and  Strategic plan of all BU can be easily seen inside IT tool in
react promptly. one location.
 Stimulations for the BU managers can’t be linked to  Red colors alerts on delayed tasks.
achievement of strategic goals.  Dashboards with KPI’s for every BU, and business area,
 Monitoring only financial KPI’s of the BU can alert on the benchmarking, traffic lights to be alerted.
problems with delay (even one year or more).  We can get success for every BU manager calculated and
 No analytical tools for analyzing data of one company and weighted from KPI’s he is responsible for.
group.  Balanced KPI’s from all perspectives: financial, customers,
 Stimulations for the employees can’t be linked to process, learning and growth.
achievement of strategic goals.  OLAP analytical tool with great analytical power (drill down,
rotation, filtering, sorting, charts, aggregations for Regions…
 Excel add in for automatic preparation of reports for
management
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