Top 10 Signs Your Scorecards Have Outgrown Excel

Many organizations create their first scorecards in tools like Excel and PowerPoint, but most outgrow manual tools like these. Here are the top signs that your organization could be ready for software that was designed to automate Performance Management frameworks:

1. You spend time each month tracking down a lot of different people to get scorecard updates before your deadline.
   
   
2. When leaders review scorecards in meetings, questions about underlying issues and lower-level measures come up that can't be answered on the spot.
   
   
3. Measure owners get calls and/or emails from multiple sources asking for more details on a measure's performance.
   
   
4. When you see a yellow or red stoplight on your scorecard, it's not clear who's responsible and whether or not anything is being done to fix it.
   
   
5. Projects/initiatives that might impact scorecard metrics are reviewed in a totally separate system (and it's hard to tell if the right projects are even being worked on).
   
   
6. You have a hard time communicating what individual employees and departments should actually do as a result of the scorecard or your strategic goals.
   
   
7. Your scorecards have so many linked cells and workbooks or complicated macros that you're afraid what might happen if you change anything.
   
   
8. Your data is housed in several different systems, so it's tough to find and difficult to know if you're getting the correct data.
   
   
9. You and your decision makers have a hard time knowing which versions are the correct, most up-to-date ones to review.
   
   
10. You spend at least one full day (maybe much more) creating, updating, and distributing scorecards – much more time than you do reviewing performance.

Hear a recording of our webinar, What To Do When Your Scorecards Outgrow Excel, or request a demo of our Performance Management software, ActiveStrategy Enterprise.