TOMAS.BSC

A perfect tool for strategic and

operational management

www.tomasdse.com

Page 2

Balanced scorecard

VISION

Financial perspective

To succeed financially:

How should we appear to our shareholders?

Customer perspective

To achieve our vision:

How we should appear to our customers?

Internal business processes

To satisfy our shareholders and customers:

What business processes must we excel at?

Learning and growth perspectiveTo achieve our vision:

How will we sustain our ability to change and

improve?

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Profitable growth of the corporation

60% of corporations do not link financial objectives to strategic planning.

The incentives of the key personnel are not connected with the strategy realization.

Processes of the strategic planning are not connected.

Gap between strategy

formulation and execution

Objective and project oriented management.

BSC system introduced.

Strategic office established.

Successful corporations

typically had

90% of corporations do not reach goals from their Strategic plans

Pro

ble

m

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The latest researches show that BSC is used by

1

2

3

60% Fortune 1000 companies

60% world top-300 banks

40+% middle sized comp. in Europe

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Strategic desk and BSC

Financial perspective Clients perspective

Business process perspective Learning and growth perspective

Program strategies

Development strategies

Cash-flow

management

BSC

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Mission and Vision

First define the mission and vision.

EASY TO USE

Define it on corporate

level, business units,

processes, virtual units.

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SWOT analysis

Make SWOT analysis for Company and Business units.

EASY TO USEMake SWOT analysis

for business units too, if

there have different

competition, working on

different markets.

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Cascading strategies

TOMAS.BSC can cascade strategies down from corporate levels to business units and ultimately to employee level. It can assign tasks to achieve strategic objectives (with terms, performers, priority, attached documents).

EASY TO USE

Detail strategies for

markets, products and

business units.

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Task review and reporting

Through internet, all persons involved get reviews of tasks for realization of the strategic objectives, Performers report about their tasks, reports can be viewed by different parameters (due tasks, by performer, status…) .

EASY TO USENo installation. Just

login on internet site

and click ‘My task’ to

report.

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Key performance indicators

What can’t be measured can’t be managed, sodefine indicators to measure success of the fulfillment of strategic goals.

EASY TO USEDefine what you want

and how you will

measure if you

achieve it.

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DASHBOARDS

Through dashboards you can monitor, how you prosper towards planned strategic goals at all levels of the company.

Here, Red indicates below the plan and green indicates that you are above plan.

EASY TO USE

Create your own

Dashboards

EASY TO USE

Double click to see

which BU, product or

market has a problem

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DETAILED ANALYSIS

Detailed drilldown analysis makes it easy to follow-up and monitor progress towards goals and history.

Applications warns you about potential danger (on business units, products or buyers).

EASY TO USE

See immediatelly

where the is problem.

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Dynamic Strategic map

Dynamic strategic map indicates if there are bad KPI‘s or tasks are delayed for a specific strategy.

There is the whole Strategic plan on one page every morning.

EASY TO USE

Red colour alerts

shows where

problems occur

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Strategies and KPI‘s influence

For every indicator you see which strategic objectives is influenced(directly or indirectly) when planned goals are not achieved.

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Plan, Do, Check, Act

BSC encourages thelearning process and ensures directions for constant improvement.

All employees can contribute through initiatives for improvement.

EASY TO USE

Check if responsible

persons ACT ed

accordingly

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Convenient acces from everywhere

Web or mobile BSC for convenient access anywhere.

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What you measure: Business excellence

Solution can be used also for monitoring the results of business excellence (Total Quality management-TQM,EFQM).

EASY TO USECreate new

perspectives and

achieve multi-

perspective view on

your business

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What you measure: 20 Keys

Example of how the system could be set up to monitor Kobayashi methodology of 20 keys.

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What you measure: Processes

Through dashboards itcan monitor, how you prosper towards planned strategic goals on all processes.

EASY TO USEAdd processes and define

Mision, Vision, SWOT,

Strategies... or link them

from Tomas.Proces

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What you measure: Operative measures

Use the software to follow-up operatives or crisis measurements.

EASY TO USE

Create operative

indicators, monitor them

on one Dashboard

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OLAP Cube Analysis option

For review and analysis use, as an option, OLAP multi-dimensional cube.

EASY TO USERotate dimensions, sort

data, make ABC Analysis,

prepare your own Reports

and Charts

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Automated reporting through excel

Monthly report preparation for KPI‘s can be automatizedthrough help of excel add-in.

EASY TO USEUse existing excel Reports,

connect to BSC database

and just refresh every

month

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BSC designer

BSC creator can create independent creation of BSC system(perspectives, indicators, formulas, aggregation, warnings, users, e-mail warnings, ...).

EASY TO USE

No need for programming,

you can do everything on

your own.

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Data loading

Data is loaded manually, automatically or through excel.

Manually in BSC

From company‘s ERPThrough excel

EASY TO USEIT prepares automated

export from ERP in defined

structure and is imported

automatically in BSC.

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BSC for group of companies

Central

Datawarehouse

Corporate

Headquarter

Comp

USA

Comp.Africa

Comp.Asia

Comp.South

America

Comp.

Australia

®® Central BSC

BSC server for

corporate

management

Local BSC servers

Clients with WWW

acces to central BSC

Every company in the group has its own BSC, data is automatically transferred to Central Data-warehouse.

EASY TO USESee all companies strategic

performance in one place

and make benchmarking

between them.

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Central administration for group of companies

Tables (products, BU, markets...) matching is edited through WEB interface.

EASY TO USE

Access plant codes, match

them with central database

codes, online.

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TOMAS.BSC clients

Define Mission/Vision.

Define SWOT.

Define Strategic goals.

Define action plans.

Define Indicators and formulas.

Create Strategy maps and Dashboards.

Load data.

Analyze performance.

Using OLAP Analyses and excel-add in.

Create users rights.

Designers/Consultants Managers

Review Dashboards.

Review Strategic maps.

Analyzing KPI‘s.

Make comments and Initiatives.

Create Dashboards for their business units.

Add strategies for their business units.

Create action plans.

Monitor tasks realization.

Analyze Strategic performance.

Using OLAP Analyses and excel-add in.

Review their tasks.

View on which strategy their tasks influence.

Report online about performing their tasks.

Upload documents to their reports.

Performers

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TOMAS.BSC Overview

Strategic

planning and

monitoring

Balanced

scorecard

Proces

monitoring

Business

excellence

Total Quality

management

Operational

management

Designers/

consultants

Managers

Performers

Project

monitoring

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Before and After: Changes & Benefits

Realization of the Strategic plan can be monitored on Strategic maps, that alerts about late task or bad KPI‘s.

Strategic plan of all BU can be easily seen inside IT tool in one location.

Red colors alerts on delayed tasks.

Dashboards with KPI’s for every BU, and business area, benchmarking, traffic lights to be alerted.

We can get success for every BU manager calculated and weighted from KPI’s he is responsible for.

Balanced KPI’s from all perspectives: financial, customers, process, learning and growth.

OLAP analytical tool with great analytical power (drill down, rotation, filtering, sorting, charts, aggregations for Regions…

Excel add in for automatically preparation of reports for management.

Before (current situation)

Strategic plan of business units (BU) is only on paper.

Difficult to monitor if planned activities in BU are finished.

Difficult to monitor Indicators of success from BU and react promptly.

Stimulations for the BU managers can’t be linked to achievement of strategic goals.

Monitoring only financial KPI’s of the BU can alert on the problems with delay (even one year or more).

No analytical tools for analyzing data of one company and group.

Stimulations for the employees can’t be linked to achievement of strategic goals.

After ( Implementation )