5. 平衡計分卡的發展史Articles in Harvard Business Review: “The Balanced Scorecard – Measures that Drive Performance”, Jan-Feb 1992 “Putting the Balanced Scorecard to Work”, Sept-Oct 1993 衡量的方法1992“Using the Balanced Scorecard asa Strategic Management System”, Jan-Feb 1996 整合與溝通19962000“Having Trouble With Your Strategy? Then Map It”, Sept-Oct 2000企業策略管理Recognized by the Harvard Business Review as one of the “most important management practices of the past 75 years.“
7. 平衡計分卡的四個構面願景 &
策略ObjectivesMeasuresTargetsInitiatives財務“To succeed financially, how should we appear to our share-holders?”ObjectivesMeasuresTargetsInitiatives學習與成長“To achieve our vision, how will we sustain our ability to change and improve?”ObjectivesMeasuresTargetsInitiatives顧客“To achieve our vision, how should we appear to our customers?”ObjectivesMeasuresTargetsInitiatives內部流程“To satisfy our shareholders and customers, what business processes must we excel at?”Source: The Balanced Scorecard Collaborative
股東與顧客的外界衡量有關重大企業流程, 創新能力,
學習及成長的內部衡量衡量過去努力成果驅動未來績效
10. 好的 KPI 衡量基礎--SMART
S – Simple 簡單、不複雜、有意義
M – Measurable 可以被量化、資料是可提供的
A – Achievable 可達成的
R – Realistic 可實現、合理的
T – Timely 有時效性的、如每月或每季
11. 有效執行策略的四項障礙The Vision BarrierOnly 5% of the work
force understands
the strategyThe People
BarrierOnly 25% of managers
have incentives linked
to strategyThe Management
Barrier85% of executive
teams spend less than
one hour per month
discussing strategyThe Resource
Barrier60% of organizations
Don’t link budgets
to strategy9 of 10 companies
fail to execute strategySource: Fortune
12. 成功關鍵因素企業領導者的帶動
動員企業作改變- Mobilization- Strategic Management擬定策略是
持續性的過程- Learning organization- Analytics and IS- Link budgets & strategy擬定策略成為
每個人的職責- Strategic awareness- Personal scorecard & compensation將企業組織與策略
緊密聯繫- Corporate role- Business unit synergies- Support unit synergies將策略轉換成
作業條例- Strategy maps- Balanced Scorecard- Integrate operational tools
22. 微軟企業平衡計分卡解決方案Relevant to the individual: Personalization via SharePoint
展現執行力: Drill down, slice and analyze Manage scorecards and metrics: Scorecard EngineArticulateCommunicateDrive & Measure定義策略: Strategy Map Builder
建立平衡計分卡: Scorecard Builder
管理資訊: Document Libraries整合企業入口網站: SharePoint
展示 KPIs: Dashboard web parts
開放架構及擴充性: Web Services enabledThe Microsoft Office Business Scorecards Solution Accelerator gives you a single management system that allows you to articulate, communicate, drive & measure strategy
30. Scorecard Builder ArchitectureScorecard
DBCaptures information about your scorecard
SQL ServerSource
SystemsETLUI for entering your scorecard data
Web ServiceScorecard
BuilderData entry interface for custom targetsData
EntryDeploy your scorecards
Customize your views
Sharepoint Portal Server
BSC-specific web partsScorecard
PresentationScorecard
EngineUnderstands your BSC data
Builds the scorecardScorecard
CubesScorecard-created cube(s)
SSABI-based, customizableUI for building your strategy maps
VisioStrategy Map
BuilderInterface to map scorecards to data sourcesData
Sources
31. 解決方案的構成要件TechnologyVersionComponentWindows 2003 ServerPlatform.NET Framework1.0 and 1.1 if that is within our time line.PlatformSharePoint Portal Server
IIS2.0Scorecard Builder
Scorecard Views
BSCS Portal
Document LibrariesVisioActiveX Component hosted within SharePointStrategy Map BuilderSQL Server/Analysis Services, SSABISQL Server 2000, SP3BSCS Database
BSCS CubesOffice11Templates
Documentation
OWC for analysis
32. 您的下一步商業智慧與平衡計分卡已不再是貴族化的產品
你的老闆,CEO,CFO,CIO 在想什麼……..
使用者的滿意度:
IT 要走在使用者的想法之前學習成長內部流程顧客財務商
業
智
慧E
R
PO
L
A
PData
Mining
33. 微軟 Business Scorecard 優勢微軟 Business Scorecard 解決方案,提供豐富且彈性化的開發及管理計分卡的平台及架構
架構在 SQL Server 2000 及 Analysis Services 以快速提供 KPIs 及計分卡相關數據
提供 Scorecard Builder 和 Strategy Map Builder 等工具,協助定義計分卡相關數據及圖型化資訊
Scorecard Engine 為 web service,可確保提供企業彈性化及自動化的計分卡架構
整合微軟 SharePoint 提供企業一完整及個人化的資訊入口網站機制
34. 結論微軟商業智慧解決方案
架構完整,容易建置施行,大幅降低總持有成本 (TCO)
能快速地將既有的線上作業資料轉換成有用的決策分析資料
SQL Server 2000 Reporting Services
彈性的訂閱和傳送選項搭配視需要的報表功能,可確保使用者輕鬆地存取最新的企業資訊。
BIP 2003
提供完整企業資料 (OLAP / Relational / Files etc.) 的視覺化( Pivot table, Chart, Gauges, Spreadsheet …) 的商業智慧整合方案
Business Scorecards
企業策略導入及監控執行效能的強大工具
建立於 Microsoft 的 BI Framework 和 Windows Server 平台上,因此提供了延展性和可靠性來支援高需求的企業環境。