Balanced Scorecard

Balanced Scorecard (BSC) is a strategic management tool that helps organizations translate their mission and strategy into specific measurable goals. I helped automate the processes related to the use of BSC so that companies could track their performance and make informed decisions based on data. My job was to develop solutions that integrate BSC into management systems, making this process faster and more efficient. This may include automated reporting, tracking key performance indicators (KPIs), and developing analytical tools for evaluating data.

When I was engaged in BSC automation, my main task was to create interfaces and systems that can collect data from various sources and present them in a visual form. This included working with large amounts of information and correctly distributing them across four key areas of BSC:

  • financial perspective,
  • customer perspective,
  • internal perspective,
  • and the perspective of learning and growth.

Automating this process allows organizations to reduce the labor costs of manually compiling reports and respond more effectively to changes.

The accountant, my dear accountant, that's what she is, so happy

To automate BSC, I used various software solutions, including SQL for working with databases, Pentaho for creating ETL procedures, as well as business intelligence and visualization tools such as BusinessObjects, QlikView or even MS Excel. These tools made it possible to quickly collect data, analyze it and present it in a visual form that helps management make quick decisions.

My work has also included working closely with strategic planning managers to develop metrics and metrics that match their strategic goals. It is important that each indicator is measurable and relevant to a particular organization. This means that each BSC automation project is unique and requires careful adjustment to the company's business processes.

After the metrics were defined, I created algorithms that automatically collect and process data for each indicator. For example, if a company wants to track customer satisfaction, algorithms can analyze customer reviews or survey data and present them as reports. This approach allows managers to quickly receive information and adjust their actions.

After the metrics were defined, I created algorithms that automatically collect and process data for each indicator. For example, if a company wants to track customer satisfaction, algorithms can analyze customer reviews or survey data and present them as reports. This approach allows managers to quickly receive information and adjust their actions.

BSC automation also requires regular system updates and support. This is due to the fact that companies' business strategies and goals change over time, and the tools for evaluating them must be flexible. I have been developing solutions that can easily adapt to changes in strategy or business processes. This includes adding new metrics, updating algorithms, and adjusting how data is visualized.

One of the key tasks in BSC automation is to ensure the accuracy and relevance of data. This requires setting up reliable data integration processes from various company systems. For example, if sales data comes from one system and customer data comes from another, it is important to make sure that they are synchronized correctly. To do this, I used ETL tools (Extract, Transform, Load), which help combine data from different sources into a single format.

I also pay attention to data security because BSC works with sensitive information such as financial results and customer data. My solutions include encryption and data protection mechanisms, as well as access control functions so that only authorized employees can access certain information.

In addition to the technical aspects of automation, I also helped companies train employees to work with new tools. This is an important stage, because in order for BSC automation to be successful, staff must understand how to use the created tools and how to interpret the data received. I have developed training materials, conducted trainings and provided support to users.

Finally, I was engaged in evaluating the effectiveness of implemented solutions. This is important in order to make sure that automation really helps the company achieve its strategic goals. I analyzed data on the use of tools, the results obtained and feedback from users in order to adjust the system and improve its performance.

Learn More