This use case shows you how to introduce a Balanced Scorecard and use it to plan and monitor your corporate strategy. It is represented graphically in the BSC procedure model.
Scenario
Perfect Bank wants to implement e-business to extend its consumer banking at the national level. It intends to support the planning and monitoring of this objective using a Balanced Scorecard. In a joint BSC workshop, the bank's board of management and the management team work together to define strategies, perspectives, objectives, cause-and-effect dependencies, KPIs and KPI sources, strategic initiatives and processes, KPI weighting, initiativesand processes, and organizational allocation.
The management has instructed you to represent the results of the workshop in ARIS Architect. You also have to evaluate the Balanced Scorecard and provide management with data on the achievement of objectives in a form that can be used as the basis for decision making.
Specify the relevant attributes. Use the existing strategy and perspective objects as occurrence copies.
As an assignment of the objective Efficient marketing and sales processes, generate the KPI allocation diagram named Marketing and sales processes in the 04 Allocation diagrams group.
For the is measured by connection, specify the Weighting attribute of the Balanced Scorecard attribute type group.
For the Implement relevant marketing and sales processes, Optimize e-processes, Process online sales and Process marketing objects, specify the Start date and End date attributes.
For connections of the supports type (from tasks to the Efficient marketing and sales processes object), specify the Strength of influence attribute of the Balanced Scorecard attribute type group.
As an assignment of the Process online sales function, create a descriptive model, for example, an E-Business scenario diagram in the 04 Processes group.
For objects of the Task type, specify the Avg. total costs attribute of the Balanced Scorecard attribute type group.
Assign the following KPI allocation diagrams to the objectives of the BSC cause-and-effect diagramBSC - Perfect Bank:
Create the BSC cause-and-effect diagramBSC - consumer banking in the BSC - consumer banking group. However, do not use any occurrence copies of the existing objects of the Objective type but create definition copies instead, which gives them independent object definitions.
Move the objects of the Objective type from the BSC - consumer banking group to the 01 Objectives > Success factors group.
Objects of the KPI instance type into the 02 KPIs group.
Assign KPI allocation diagrams to all objectives in the BSC cause-and-effect diagramBSC - consumer banking. Proceed as for defining the corporate scorecard. However, do not use any occurrence copies of existing objects of the KPI instance or Task type; create definition copies instead, which gives them independent object definitions.
Run the BSC management view report for the BSC cause-and-effect diagramBSC - Perfect Bank. Once you have specified the output settings and click Next, the BSC management view dialog is displayed.
Enable the Output strategic objectives and success factors with initiatives/functions check box and click OK. The report output is created.
Select the Calculate and mark achievement of objectives option and enable the Represent degree of goal accomplishment in color at objectives and KPIs check box.
Run the BSC management view report for the BSC cause-and-effect diagramBSC - Perfect Bank. Once you have specified the output settings and click Next, the BSC management view dialog is displayed.
Enable the Strategic objectives and success factors with KPIs option button. The report output is created.
Make the models and management view of your Balanced Scorecard available on your intranet, for example, by creating a Publisher export using ARIS Publisher.
You have evaluated the Balanced Scorecard and provided the management with data on the achievement of objectives.