Thursday, March 26, 2009

Scorecard Layout

As you design your scorecard, you should consider the story it tells and the goal of the process. One of my favorite starts to a project began with this opening line from the client...

"I know we are doing it wrong, just be gentle when you tell us how bad..."

In this specific case, they were trying to build a cube for slicing and dicing within the Scorecard environment.  (And in all fairness to my client he had inherited this design and was trying to figure out how to use it).  They ended up with multiple depths of scorecards along a number of different dimensions.  Analysis was very difficult as that was not the purpose of the tool.  In the end we built a cube for this and found a management report that was perfectly designed for a scorecard.  This report walked through KPIs for new customers, existing customer purchases, average deal sizes, average debt.

Often a great place to start with Scorecarding is to find an existing management report.  Now the tool can easily be integrated into the management process.

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