Automate Scorecards & Dashboards

Balanced Scorecards and dashboards are widely recognized as critical Performance Management tools. But many organizations become frustrated with the amount of non-value-added time required to create, update, and disseminate scorecards and dashboards in spreadsheets, slide decks, and other desktop tools. This problem grows once an organization has multiple levels of “cascaded” scorecards or dashboards. It can be nearly impossible to maintain up-to-date information that is properly linked between various levels of scorecards.

Built to Automate Scorecards: Unlike spreadsheet tools, analytics software, and reporting packages, ActiveStrategy Enterprise was created with the explicit goal of improving upon manual Balanced Scorecards and dashboards. Designed by a team that includes world-renowned performance excellence practitioners, it's the right tool to automate your Performance Management framework successfully.

Consolidated View of Performance: ActiveStrategy Enterprise links multiple levels of scorecards, KPIs, metrics, objectives, initiatives/projects, and more, quickly and easily, without creating complicated macros or confusing linked or shared document repositories. It is a single, intuitive, web-based “go-to” place for all performance management information. Users simply log on and see what they need, then click to drill down for as much detail as they want.

Real-time Availability: The information in ASE is always available for decision makers to review, without needing to find the latest versions of various scorecards on desktops or shared drives or needing to wait for reports to be published. And all related information, including owners’ variance reports and updates on improvement initiatives, is displayed together, providing a complete picture of performance as well as corrective actions.

Puts Ownership Where it Belongs: In many organizations, one person or one small group shoulders the responsibility for pulling together a month’s worth of reports and data to create and update the organization’s scorecards and dashboards.

This often takes so long that reports are out-of-date before they're complete. It can also lead to errors because so many measures are pulled from so many places, without context and without a comprehensive review or data auditing process.

In ActiveStrategy Enterprise, every part of a scorecard or dashboard has an owner who is prompted to update information when it's due (or review information if it has been uploaded from another system or entered by somebody else). This means the person who knows the measure best is responsible for keeping it up-to-date. And the resources that had been focused on pulling together the manual scorecards or dashboards may be redeployed to more value-added work.

Provides Alerting & Reporting Capabilities: ActiveStrategy Enterprise will send customized email alerts directly to owners when scorecard and dashboard contents need to be updated. The system also provides a wide-range of management and administrative reporting options. For example, a manager may click to see a report detailing all under-performing measures in his or her area.

Easy to Use: Unlike other systems, ActiveStrategy Enterprise was designed to be used by everyone in an organization. Users choose how much information to display and can change how they see it (within a dashboard, stoplight chart, or briefing book, for example) with a few clicks – and without help from IT or a System Administrator.

Scalable & Adaptable: ActiveStrategy Enterprise is used in organizations of all sizes, from small city governments to Fortune 500 companies that need to communicate across the globe. It also supports a wide-range of Performance Management, measurement, and improvement methodologies, such as Baldrige and other Performance Excellence and quality frameworks, Six Sigma, Human Capital Management, and more.