If you have read:

• Part 1 (Vision Document)
• Part 2 (Mission Document and perspectives)

you will now have a Vision, a Mission and Perspectives.

WATCHLIST:

It’s time to collect al the KPI’s we want to use in our scorecard in a Watchlist:

Scorecard Documents >> Create KPI Watchlist

In the performance Tab click on add KPI:

do this for all the KPI’s you want to use:

Leave the hierarchy default

On the details page add a description, set the owner and add related documents

Save it:

OBJECTIVES:

To full fill our Mission we need at least a main objective. The main objective is the placeholder for the perspective objectives.
Click on the new objective:


Enter the name and description.

Scroll a bit down to set the Business Owner.
Leave all the other fields as is for the moment.

Till Next Time

If you have read:

• Part 1 (Vision Document)
• Part 2 (Mission Document and perspectives)

you will now have a Vision, a Mission and Perspectives.

WATCHLIST:

It’s time to collect al the KPI’s we want to use in our scorecard in a Watchlist:

Scorecard Documents >> Create KPI Watchlist

In the performance Tab click on add KPI:

do this for all the KPI’s you want to use:

Leave the hierarchy default

On the details page add a description, set the owner and add related documents

Save it:

OBJECTIVES:

To full fill our Mission we need at least a main objective. The main objective is the placeholder for the perspective objectives.
Click on the new objective:


Enter the name and description.

Scroll a bit down to set the Business Owner.
Leave all the other fields as is for the moment.

Till Next Time

In Part 1 we made the vision document, next will make the Mission Statement:

MISSION STATEMENT:

Scorecard Documents >> Create Mission

In the document tab enter a mission. A mission is a road path for your vision. A vision can have several missions.

In the details tab set the Business Owner, references to related documents and a short description.
Save your mission:

PERSPECTIVES:

There are four standard perspectives that are defined by the Balanced Scorecard Methodology:

• Financial — Groups objectives, initiatives, and KPIs that relate to or support the monetary or economic health and development of your organization.
• Customer — Groups objectives, initiatives, and KPIs that pertain to or support your client base.
• Internal Process — Groups objectives, initiatives, and KPIs that categorize and support your corporate internal policies and procedures.
• Learning and Growth — Groups objectives, initiatives, and KPIs that relate to or support employee training and advancement.

These are based on the standard literature for implementing a balanced scorecard.
You can add your own perspective if needed:

Enter a Perspective name, Bussines Owner an description

If you want you can add some extra related documentation.
The KPI’s we will add later.

Till Next Time

In Part 1 we made the vision document, next will make the Mission Statement:

MISSION STATEMENT:

Scorecard Documents >> Create Mission

In the document tab enter a mission. A mission is a road path for your vision. A vision can have several missions.

In the details tab set the Business Owner, references to related documents and a short description.
Save your mission:

PERSPECTIVES:

There are four standard perspectives that are defined by the Balanced Scorecard Methodology:

• Financial — Groups objectives, initiatives, and KPIs that relate to or support the monetary or economic health and development of your organization.
• Customer — Groups objectives, initiatives, and KPIs that pertain to or support your client base.
• Internal Process — Groups objectives, initiatives, and KPIs that categorize and support your corporate internal policies and procedures.
• Learning and Growth — Groups objectives, initiatives, and KPIs that relate to or support employee training and advancement.

These are based on the standard literature for implementing a balanced scorecard.
You can add your own perspective if needed:

Enter a Perspective name, Bussines Owner an description

If you want you can add some extra related documentation.
The KPI’s we will add later.

Till Next Time

This is the first part of a 6 part series on how to technically implemented the OBIEE Scorecards

A balanced scorecard can be a great high level management tool: See:http://www.balancedscorecard.org/BSCResources/TheNineStepstoSuccess/tabid/58/Default.aspx

OBIEE11g has a couple of nice feature to support this process.

!! Before you go any further, check if and how your OBIEE licence covers the use of scorecards !!

SCORECARD:

Let’s start with the basics and create a new scorecard:

Select New >> Performance Management >> Scorecard

Enter a Name, Description and Location:

You now have entered the score card editor:

VISION STATEMENT:

A Balanced Scorecard starts with a vision statement:

Scorecard Documents>> Create Vision:

In the document tab enter your vision:

in the details tab you can add extra link to more documentation:

And set the vision owner! This will send any comment email to the right person:

Save your vision document:

You will see that it’s added to Scorecard documents list:

Till Next Time