Building the ScoreCard System

After helping you choose a balanced set of metrics and design your visuals, we build your ScoreCard, including data entry files, Dashboard and drill-down charts, in about 6 weeks. These files are quite sophisticated Excel files, containing formulae that sort, analyze and plot the data into the agreed upon visuals. Our speed in building them is one of several key reasons for hiring a consultant.

These data files are electronically linked to the ScoreCard, allowing for automatic updating of all ScoreCard charts. We build the complete set of ScoreCard files and test it once it’s installed on a shared server, owned by you.

We train data providers in their data entry tasks. We also train an internal ScoreCard Owner in all aspects of how the ScoreCard is built (including file structures, linkages, and ScoreCard design), leaving your organization capable of updating your ScoreCard in the future (unless you want us to update your ScoreCard for you, which we’re glad to do).

Note that no new software is required (no expense, no learning curves, no IT burden). Data can be manually entered, or data outputs from your existing systems (SAP, Oracle, Crystal, etc.) can be linked to the data entry tables of your ScoreCard (see System Description).