6. 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.“
8. BSC 的四個構面Vision and
StrategyObjectivesMeasuresTargetsInitiatives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
9. 策略地圖 & 因果關係Cause & EffectTheme: Smart, Profitable Expansion50% Revenue from New Stores by Year 3Increase Sales EfficiencyDevelopment Project ManagementGreat New LocationsCorporate Digital Nervous SystemBusiness Intelligence UseFact-based site selection% revenue from stores opened in last 3 yearsRevenue from new storesAvg. # of days to break evenRevenue per FTEAvg daily customers at new stores in first 6 months# repeat customersAvg purchase amountLag between market selection and site acquisitionProject duration: site acquisition to opening day% of stores opened on schedule# Eligible employees trainedFinancial PerspectiveCustomer PerspectiveOperational PerspectiveEmployees & Technology Perspective
10.
SBU ScorecardsGroup Balanced ScorecardMetrics
Warehouse
各事業體 Strategy & BSC的連結SBU2SBU3SBU1Competitive DataPersonnel RecordsSurvey & Other
Ad Hoc DataCustomer Service ReportsIntranet LinksSales DataMarket Data
16. 好的 KPI 衡量基礎
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
17. 執行的障礙與困難點
18. 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
19. 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
29. BSC Framework TechnologyEducation on Best Practices
適合不同Users 不同的 View
Business users
Light technical people
BI developers
Web developers
系統需求
Windows 2000 Server
SQL Server 2000
SharePoint Portal Server
Office XP
30. Case Study
31. Microsoft Scorecard PortalKnowledge BaseHTML Foundation
32. Collaborative InterfaceDiscussionsDrill Down DetailStrategic InitiativeKey Metrics
33. Case Study: Business challenges
沒有辦法衡量 Business 的 Opportunity & 預估年收入
內部網站的低使用率,知識沒有辦法傳承Organization
Real Estate Investment Trust (REIT)
員工人數: 1600
每年收入: $1.3 billion
34. Results:Solution
Microsoft Digital Dashboard Resource Kit 2.2
SQL Server 2000 Data Transformation Services and Analysis Services
Integrated parts of existing intranet into the Digital Dashboard
Rapid, widespread adoption by non-technical users
Over $2,000,000 in incremental revenue in the first two monthsRevenues每年收入up by over $15 millionRapid adoption without training
35. Who Is Implementing BSC?Gartner Group predicts that more than 40% of the Global 2000 will be utilizing the BSC by 2003
If your organization is not talking about the BSC, it probably will be soon!
36. 您的下一步BI & BSC 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 User 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
37. Balanced Scorecard ResourcesTo locate a partner who can help with Microsoft BSC solutions:
Microsoft Certified Providers Directoryhttp://mcspreferral.microsoft.com/
Microsoft Consulting Serviceshttp://www.microsoft.com/BUSINESS/services/mcs.asp For information about the Balanced Scorecard:
The Balanced Scorecard Collaborative:
http://www.bscol.com
The Balanced Scorecard Institute
http://www.balancedscorecard.org
For information on the various software packages in the Framework:
SQL Server 2000www.microsoft.com/sql/default.asp
SharePoint Portal Serverwww.microsoft.com/sharepoint/portalserver.asp
Microsoft Office XPwww.microsoft.com/office
Microsoft Data Analyzerwww.microsoft.com/dataanalyzerTo learn about the SharePoint Portal QuickStart Program:
SharePoint Portal QuickStart Informationhttp://www.microsoft.com/business/services/quickstartsps.asp
38. StrategyTechnologyProcessesRealizing Your Business Potential