Measuring Success Bringing the Balanced Scorecard to Life

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微軟平衡計分卡架構 Measuring Success Bringing the Balanced Scorecard to Life 微軟技術顧問服務部 Laura Huang 黃淑翠 www.

微軟平衡計分卡架構 Measuring Success Bringing the Balanced Scorecard to Life 微軟技術顧問服務部 Laura Huang 黃淑翠 www. cnshu. cn 精品�料网

Agenda l l l l 平衡計分卡 Balanced Scorecard (BSC) 建構績效管理制度與平衡計分卡 執行的障礙與困難點 微軟平衡計分卡架構 Demo-Microsoft BSC

Agenda l l l l 平衡計分卡 Balanced Scorecard (BSC) 建構績效管理制度與平衡計分卡 執行的障礙與困難點 微軟平衡計分卡架構 Demo-Microsoft BSC Toolkit Case Study Q&A www. cnshu. cn 精品�料网

“If you can’t measure it, you can’t manage it. ” 若您無法衡量企業經營績效 您便無法有效管理企業 Robert Kaplan

“If you can’t measure it, you can’t manage it. ” 若您無法衡量企業經營績效 您便無法有效管理企業 Robert Kaplan and David Norton Authors of “The Balanced Scorecard” www. cnshu. cn 精品�料网

平衡計分卡的發展史 衡量的方法 整合與溝通 企業策略管理 1996 2000 1992 Articles in Harvard Business Review: l “The

平衡計分卡的發展史 衡量的方法 整合與溝通 企業策略管理 1996 2000 1992 Articles in Harvard Business Review: l “The Balanced Scorecard – Measures that Drive Performance”, Jan-Feb 1992 l “Putting the Balanced Scorecard to Work”, Sept-Oct 1993 l “Using the Balanced Scorecard as a Strategic Management System”, Jan-Feb 1996 l “Having Trouble With Your Strategy? Then Map It”, Sept-Oct 2000 www. cnshu. cn 精品�料网 Recognized by the Harvard Business Review as one of the “most important management practices of the past 75 years. “

BSC 的四個構面 衡量過去努力成果 “To succeed Objectives financially, how should we appear to our shareholders?

BSC 的四個構面 衡量過去努力成果 “To succeed Objectives financially, how should we appear to our shareholders? ” Measures Targets Initiatives 財務 有關重大企業流程, 創新能力, 學習及成長的內部衡量 股東與顧客的外界衡量 “To achieve Objectives our vision, how should we appear to our customers? ” Measures Targets Initiatives Vision and Strategy 顧客 “To achieve our vision, Objectives how will we sustain our ability to change and improve? ” Measures Targets “To satisfy our Objectives shareholders and customers, what business processes must we excel at? ” Measures Targets Initiatives 內部流程 Initiatives 學習與成長 驅動未來績效 Source: The Balanced Scorecard Collaborative www. cnshu. cn 精品�料网

策略地圖 & 因果關係 Increase Sales Efficiency 50% Revenue from New Stores by Year 3

策略地圖 & 因果關係 Increase Sales Efficiency 50% Revenue from New Stores by Year 3 Revenue from new stores Avg. # of days to break even % revenue from stores opened in last 3 years Customer Perspective Operational Perspective Employees & Technology Perspective Cause & Effect Financial Perspective Theme: Smart, Profitable Expansion Revenue per FTE Great New Locations Avg daily customers at new stores in first 6 months # repeat customers Avg purchase amount Fact-based site selection Lag between market selection and site acquisition Business Intelligence Use # Eligible employees trained www. cnshu. cn 精品�料网 Development Project Management Project duration: site acquisition to opening day % of stores opened on schedule Corporate Digital Nervous System

各事業體 Strategy & BSC的連結 Group Balanced Scorecard SBU 1 SBU 2 SBU 3 SBU

各事業體 Strategy & BSC的連結 Group Balanced Scorecard SBU 1 SBU 2 SBU 3 SBU Scorecards Sales Data Customer Service Reports Competitive Data www. cnshu. cn 精品�料网 Market Data Metrics Warehouse Personnel Records Intranet Links Survey & Other Ad Hoc Data

事業體 Strategy & BSC的連結 Step 2. SBU BSC Step 1. 公司或集團 BSC consistent with

事業體 Strategy & BSC的連結 Step 2. SBU BSC Step 1. 公司或集團 BSC consistent with the corporate strategies 公司或集團 overall strategies SBU A SBU B SBU C Support Functions Step 3. Support Unit BSC support the internal customers www. cnshu. cn 精品�料网 Step 4. Dept, Team, Individuals Dept, team, individuals BSC

有效執行策略的四項障礙 The Vision Barrier Only 5% of the work force understands the strategy The

有效執行策略的四項障礙 The Vision Barrier Only 5% of the work force understands the strategy The People Barrier Only 25% of managers have incentives linked to strategy The Management Barrier 9 of 10 companies fail to execute strategy The Resource Barrier 60% of organizations Don’t link budgets to strategy Source: Fortune www. cnshu. cn 精品�料网 85% of executive teams spend less than one hour per month discussing strategy

成功關鍵因素 企業領導者的帶動 動員企業作改變 將策略轉換成 作業條例 - Mobilization - Strategic Management - Strategy maps -

成功關鍵因素 企業領導者的帶動 動員企業作改變 將策略轉換成 作業條例 - Mobilization - Strategic Management - Strategy maps - Balanced Scorecard - Integrate operational tools 擬定策略是 持續性的過程 - Learning organization - Analytics and IS - Link budgets & strategy 將企業組織與策略 緊密聯繫 擬定策略成為 每個人的職責 - Corporate role - Business unit synergies - Support unit synergies - Strategic awareness - Personal scorecard & compensation www. cnshu. cn 精品�料网

® Microsoft www. cnshu. cn 精品�料网 BSC framework

® Microsoft www. cnshu. cn 精品�料网 BSC framework

Scoreboard 平衡計分卡摘要 www. cnshu. cn 精品�料网

Scoreboard 平衡計分卡摘要 www. cnshu. cn 精品�料网

Demo. Microsoft BSC Toolkit www. cnshu. cn 精品�料网

Demo. Microsoft BSC Toolkit www. cnshu. cn 精品�料网

BSC Framework Technology l l Education on Best Practices 適合不同Users 不同的 View Ø Ø

BSC Framework Technology l l Education on Best Practices 適合不同Users 不同的 View Ø Ø l Business users Light technical people BI developers Web developers 系統需求 Windows 2000 Server Ø SQL Server 2000 Ø Share. Point Portal Server Ø Office XP www. cnshu. cn 精品�料网 Ø

Case Study www. cnshu. cn 精品�料网

Case Study www. cnshu. cn 精品�料网

Microsoft Scorecard Portal HTML Foundation Knowledge Base www. cnshu. cn 精品�料网

Microsoft Scorecard Portal HTML Foundation Knowledge Base www. cnshu. cn 精品�料网

Collaborative Interface Key Metrics Strategic Initiative Discussions www. cnshu. cn 精品�料网 Drill Down Detail

Collaborative Interface Key Metrics Strategic Initiative Discussions www. cnshu. cn 精品�料网 Drill Down Detail

Case Study: Organization l l l Real Estate Investment Trust (REIT) 員 人數: 1600

Case Study: Organization l l l Real Estate Investment Trust (REIT) 員 人數: 1600 每年收入: $1. 3 billion Business challenges l l 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 www. cnshu. cn 精品�料网

Results: Rapid adoption without training Solution l l l Revenues 每年收入up by over $15

Results: Rapid adoption without training Solution l l l Revenues 每年收入up by over $15 million 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 in incremental revenue in the first two months www. cnshu. cn 精品�料网

Who Is Implementing BSC? l Gartner Group predicts that more than 40% of the

Who Is Implementing BSC? l Gartner Group predicts that more than 40% of the Global 2000 will be utilizing the BSC by 2003 l If your organization is not talking about the BSC, it probably will be soon! www. cnshu. cn 精品�料网

Balanced Scorecard Resources To locate a partner who can help with Microsoft BSC solutions:

Balanced Scorecard Resources To locate a partner who can help with Microsoft BSC solutions: To learn about the Share. Point Portal Quick. Start Program: Microsoft Certified Providers Directory http: //mcspreferral. microsoft. com/ Microsoft Consulting Services http: //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 Share. Point Portal Quick. Start Information http: //www. microsoft. com/business/services/quickstartsps. asp For information on the various software packages in the Framework: SQL Server 2000 www. microsoft. com/sql/default. asp Share. Point Portal Server www. microsoft. com/sharepoint/portalserver. asp Microsoft Office XP www. microsoft. com/office Microsoft Data Analyzer www. microsoft. com/dataanalyzer www. cnshu. cn 精品�料网

Realizing Your Business Potential Processes Technology Strategy www. cnshu. cn 精品�料网

Realizing Your Business Potential Processes Technology Strategy www. cnshu. cn 精品�料网