Building Performance Dashboards and Balanced Scorecards with by Christopher Price

By Christopher Price

Selecting the right expertise for the duty to construct dashboards and balanced scorecards and get the crew to shop for into them, the association wishes entry to information and research instruments to trace growth. this can be frequently the place investments in reporting applied sciences, company intelligence instruments, and coaching come into play. companies use those expertise elements to application their metrics, measures, method maps, and scorecards and to cause them to available and dynamic around the association.

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Extra resources for Building Performance Dashboards and Balanced Scorecards with SQL Server Reporting Services

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A clear explanation of goals helps disarm any resistance to the process and helps people begin to see the value right away. Ask for feedback on perceived value of the project. The executive's perceived value directly correlates to how much help he or she is willing to give you. Explain the scorecard process. Walk the executive through the perspectives and all of the individual steps that you’re going to take to make this process and project a success. Educate about metric selection. Metrics should be actionable, have a common interpretation, be composed of accessible and creditable data, and have a transparent and simple calculation.

Excel is the other tool most often used in creating and prototyping reports that will eventually wind up in other systems. Third party tools are sometimes used for advanced visualizations like info graphics, but this is less common in a scorecard project. NOTE Most users get these tools from their IT department, but you can use Excel and other desktop solutions to prototype fantastic reports that are much more easily shared through an enterprise solution like Reporting Services. Because of its ease of use, comprehensive features and wide adoptions rate, this book focuses on using Reporting Services in the SQL Server environment to create balanced scorecards, dashboards, and strategy maps and how to tie them together.

Other functionality from Reporting Services includes SharePoint integration, which enables collaborative commenting and work across the different deliverables, such as strategy maps, individual reports, and drill-down balanced scorecard implementations. Designing for Audience Usability The various technology tools available enable you to break down the individual goals for different audiences and create a strategy that contains consumable pieces of information for each of your major audience groups.

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