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TOMAS.BSC
A perfect tool for strategic and
operational management


www.tomasdse.com
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?




Page  2
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.




Page  3
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




Page  4
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
Mission and Vision

                             First define the mission
                              and vision.




EASY TO USE

Define it on corporate
level, business units,
processes, virtual units.




Page  6
SWOT analysis

                              Make SWOT analysis
                               for Company and
                               Business units.




EASY TO USE
Make SWOT analysis
for business units too, if
there have different
competition, working on
different markets.




Page  7
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.




Page  8
Task review and reporting

                             Through internet, all
                              persons involved get
                              reviews of tasks for
                              realization 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.




Page  9
Key performance indicators

                               What can’t be measured
                                can’t be managed, so
                                define 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.




 Page  10
DASHBOARDS

                                          Through dashboards
                                           you can monitor, how
                                           you prosper towards
                  EASY TO USE              planned strategic goals
                  Double click to see      at all levels of the
                  which BU, product or     company.
                  market has a problem    Here, Red indicates
                                           below the plan and
                                           green indicates that you
                                           are above plan.


EASY TO USE

Create your own
Dashboards




 Page  11
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.




Page  12
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




Page  13
Strategies and KPI‘s influence

                                  For every indicator you
                                   see which strategic
                                   objectives is influenced
                                   (directly or indirectly)
                                   when planned goals are
                                   not achieved.




Page  14
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




Page  15
Convenient acces from everywhere

                                    Web or mobile BSC for
                                     convenient access
                                     anywhere.




Page  16
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
What you measure: 20 Keys

                             Example of how the
                              system could be set up
                              to monitor Kobayashi
                              methodology of 20 keys.




Page  18
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
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




Page  20
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




Page  21
Automated reporting through excel

                                     Monthly report
                                      preparation for KPI‘s
                                      can be automatized
                                      through help of excel
                                      add-in.




EASY TO USE
Use existing excel Reports,
connect to BSC database
and just refresh every
month




Page  22
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.




Page  23
Data loading

                                                    Data is loaded manually,
EASY TO USE                                          automatically or through
IT prepares automated
export from ERP in defined
                                                     excel.
structure and is imported
automatically in BSC.




From company‘s ERP
                                               Through excel


                             Manually in BSC


 Page  24
BSC for group of companies

                                                                             Every company in the
                                                                              group has its own BSC,
                                                                        Comp.Asia is automatically
                                                                              data
                                                                              transferred to Central
                 Comp                                                         Data-warehouse.
                 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




Page  25
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.




Page  26
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.




Page  27
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
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 automatically preparation of reports for
                                                                             management.




Page  29

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Tomas bsc eng

  • 1. TOMAS.BSC A perfect tool for strategic and operational management www.tomasdse.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? Page  2
  • 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. Page  3
  • 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 Page  4
  • 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 SWOT analysis for Company and Business units. EASY TO USE Make SWOT analysis for business units too, if there have different competition, working on different markets. Page  7
  • 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. Page  8
  • 9. Task review and reporting  Through internet, all persons involved get reviews of tasks for realization 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. Page  9
  • 10. Key performance indicators  What can’t be measured can’t be managed, so define 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. Page  10
  • 11. DASHBOARDS  Through dashboards you can monitor, how you prosper towards EASY TO USE planned strategic goals Double click to see at all levels of the which BU, product or company. market has a problem  Here, Red indicates below the plan and green indicates that you are above plan. EASY TO USE Create your own Dashboards Page  11
  • 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. Page  12
  • 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 Page  13
  • 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. Page  14
  • 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 Page  15
  • 16. Convenient acces from everywhere  Web or mobile BSC for convenient access anywhere. Page  16
  • 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 Page  20
  • 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 Page  21
  • 22. Automated reporting through excel  Monthly report preparation for KPI‘s can be automatized through help of excel add-in. EASY TO USE Use existing excel Reports, connect to BSC database and just refresh every month Page  22
  • 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. Page  23
  • 24. Data loading  Data is loaded manually, EASY TO USE automatically or through IT prepares automated export from ERP in defined excel. structure and is imported automatically in BSC. From company‘s ERP Through excel Manually in BSC Page  24
  • 25. BSC for group of companies  Every company in the group has its own BSC, Comp.Asia is automatically data transferred to Central Comp Data-warehouse. 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 Page  25
  • 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. Page  26
  • 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. Page  27
  • 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 automatically preparation of reports for management. Page  29