Tomas bsc eng

TOMAS.BSCA perfect tool for strategic and operational management

www.tomasdse.com

Balanced scorecard

VISIONFinancial perspective

To succeed financially: How should we appear to our shareholders?

Customer perspectiveTo achieve our vision:

How we should appear to our customers?

Internal business processesTo satisfy our shareholders and customers: What business processes must we excel at?

Learning and growth perspectiveTo achieve our vision:

How will we sustain our ability to change and improve?

What is BSC?

BSC is a response to a serious

deficiency in traditional

management systems; their

inability to link company’s

long-term strategy with its

short-term actions” (Robert S. Kaplan

in David Norton: Harvard Business Review,jan.-

feb.1996)

The balanced scorecard is a

management system that

enables organizations to clarify

their vision and strategy and

translate them into action

BSC is a means of

communication, not control

Profitable growth of the corporation

60% of corporations do not link financial objectives to strategic planning.

The incentives of the key personnel are not connected with the strategy realization.

Processes of the strategic planning are not connected.

60% of corporations do not link financial objectives to strategic planning.

The incentives of the key personnel are not connected with the strategy realization.

Processes of the strategic planning are not connected.

Gap between strategy formulation and execution

Gap between strategy formulation and execution

Objective and project oriented management. BSC system introduced. Strategic office established.

Objective and project oriented management. BSC system introduced. Strategic office established.

Successful corporations typically had

Successful corporations typically had

90% of corporations do not reach goals from their Strategic plans90% of corporations do not reach goals from their Strategic plans

Pro

ble

mP

rob

lem

The latest researches show that BSC is used by

1

2

3

60% Fortune 1000 companies

60% world top-300 banks

40+% middle sized comp. in Europe

Strategic desk and BSC

Financial perspective Clients perspective

Business process perspective Learning and growth perspective

Program strategies

Cash-flow management

BSC

Mission and Vision

First define the mission and vision.

SWOT analysis

Make SWOT analysis for Company and Business units.

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).

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).

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…) .

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…) .

Key performance indicators

What can’t be measured can’t be managed, so define indicators to measure success of the fulfillment of strategic goals.

What can’t be measured can’t be managed, so define indicators to measure success of the fulfillment of strategic goals.

DASHBOARDS

Through dashboards you can monitor, how you prosper towards planned strategic goals at all levels of the company.

Here, Red indicates below the plan and green indicates that you are above plan.

Through dashboards you can monitor, how you prosper towards planned strategic goals at all levels of the company.

Here, Red indicates below the plan and green indicates that you are above plan.

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).

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).

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.

We can monitor also Map with locations success.

Strategies and KPI‘s influence

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

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

Convenient acces from everywhere

Web or mobile BSC for convenient access anywhere.

Web or mobile BSC for convenient access anywhere.

What you measure: Business excellence

Solution can be used also for monitoring the results of business excellence (Total Quality management- TQM,EFQM).

Solution can be used also for monitoring the results of business excellence (Total Quality management- TQM,EFQM).

EASY TO USECreate new perspectives and achieve multi-perspective view on your business

What you measure: 20 Keys

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

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

What you measure: Processes

Through dashboards it can monitor, how you prosper towards planned strategic goals on all processes.

Through dashboards it can monitor, how you prosper towards planned strategic goals on all processes.

EASY TO USEAdd processes and define Mision, Vision, SWOT, Strategies... or link them from Tomas.Proces

What you measure: Operative measures

Use the software to follow-up operatives or crisis measurements.

Use the software to follow-up operatives or crisis measurements.

OLAP Cube Analysis option

For review and analysis use, as an option, OLAP multi-dimensional cube.

For review and analysis use, as an option, OLAP multi-dimensional cube.

Automated reporting through excel

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

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

BSC designer

BSC creator can create independent creation of BSC system (perspectives, indicators, formulas, aggregation, warnings, users, e-mail warnings, ...).

BSC creator can create independent creation of BSC system (perspectives, indicators, formulas, aggregation, warnings, users, e-mail warnings, ...).

Data loading

Data is loaded manually, automatically or through excel.

Data is loaded manually, automatically or through excel.

Manually in BSC

From company‘s ERP Through excel

BSC for group of companies

Central Datawarehouse

Central Datawarehouse

Corporate

Headquarter

Corporate

Headquarter

Comp USA

Comp USA

Comp.AfricaComp.Africa

Comp.Asia

Comp.South

America

Comp.South

America

Comp. AustraliaComp.

Australia

Central BSC

BSC server for corporate management

Local BSC servers

Clients with WWW acces to central BSC

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

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

Central administration for group of companies

Tables (products, BU, markets...) matching is edited through WEB interface.

Tables (products, BU, markets...) matching is edited through WEB interface.

TOMAS.BSC clients

Define Mission/Vision. Define SWOT. Define Strategic goals. Define action plans. Define Indicators and formulas. Create Strategy maps and Dashboards. Load data. Analyze performance. Using OLAP Analyses and excel-add in. Create users rights.

Designers/ConsultantsDesigners/Consultants ManagersManagers

Review Dashboards. Review Strategic maps. Analyzing KPI‘s. Make comments and Initiatives. Create Dashboards for their business

units. Add strategies for their business units. Create action plans. Monitor tasks realization. Analyze Strategic performance. Using OLAP Analyses and excel-add in.

Review their tasks. View on which strategy their tasks

influence. Report online about performing their

tasks. Upload documents to their reports.

PerformersPerformers

TOMAS.BSC Overview

Strategic planning and monitoring

Balanced scorecard

Proces monitoring

Business excellence

Total Quality management

Operational management

Designers/ consultants

ManagersPerformers

Project monitoring

Links to other

Tomas modules

Before and After: Changes & Benefits

Realization of the Strategic plan can be monitored on Strategic maps, that alerts about late task or bad KPI‘s.

Strategic plan of all BU can be easily seen inside IT tool in one location.

Red colors alerts on delayed tasks. Dashboards with KPI’s for every BU, and business area,

benchmarking, traffic lights to be alerted. We can get success for every BU manager calculated and

weighted from KPI’s he is responsible for. Balanced KPI’s from all perspectives: financial, customers,

process, learning and growth. 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.

Realization of the Strategic plan can be monitored on Strategic maps, that alerts about late task or bad KPI‘s.

Strategic plan of all BU can be easily seen inside IT tool in one location.

Red colors alerts on delayed tasks. Dashboards with KPI’s for every BU, and business area,

benchmarking, traffic lights to be alerted. We can get success for every BU manager calculated and

weighted from KPI’s he is responsible for. Balanced KPI’s from all perspectives: financial, customers,

process, learning and growth. 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.

Before (current situation)Before (current situation)

Strategic plan of business units (BU) is only on paper. Difficult to monitor if planned activities in BU are finished. Difficult to monitor Indicators of success from BU and

react promptly. Stimulations for the BU managers can’t be linked to

achievement of strategic goals. Monitoring only financial KPI’s of the BU can alert on the

problems with delay (even one year or more). No analytical tools for analyzing data of one company and

group. Stimulations for the employees can’t be linked to

achievement of strategic goals.

Strategic plan of business units (BU) is only on paper. Difficult to monitor if planned activities in BU are finished. Difficult to monitor Indicators of success from BU and

react promptly. Stimulations for the BU managers can’t be linked to

achievement of strategic goals. Monitoring only financial KPI’s of the BU can alert on the

problems with delay (even one year or more). No analytical tools for analyzing data of one company and

group. Stimulations for the employees can’t be linked to

achievement of strategic goals.

After ( Implementation )After ( Implementation )

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