IT solutions that supports the whole Strategic planning workflow, from defining Mission, Vision, SWOT analyses, Strategic objectives, action plans, KPI's, strategic monitoring through Strategic maps, Dashboards, with great Analyses possibilities through OLAP and excel, can be used for Balanced scorecard, TQM, 20 keys and other performance methodologies. More on www.tomasdse.com.Please EMAIL me on igor.matjasic@tomasdse.com , if you would like some more information about this solution.

1. TOMAS.BSC
A perfect tool for strategic and
operational management
www.tomasdse.com

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 perspective
To achieve our vision:
How will we sustain our ability to change and
improve?
Page  2

3. Problem
Profitable growth of the corporation
90% of corporations do not reach goals from their Strategic plans
Successful corporations
typically had
 Objective and project oriented management.
 BSC system introduced.
 Strategic office established.
Page  3
Gap between strategy
formulation and execution
 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.

4. The latest researches show that BSC is used by
1
2
60% world top-300 banks
3
Page  4
60% Fortune 1000 companies
40+% middle sized comp. in Europe

5. Strategic desk and BSC
BSC
Development strategies
Program strategies
Cash-flow
management
Business process perspective
Financial perspective
Page  5
Learning and growth perspective
Clients perspective

6. Mission and Vision
 First define the mission
and vision.
EASY TO USE
Define it on corporate
level, business units,
processes, virtual units.
Page  6

7. SWOT analysis
 Make SWOT analysis
for Company and
Business units.
EASY TO USE
Make SWOT analysis
for business units too, if
there have different
competition, working on
different markets.
Page  7

8. 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.
Page  8

9. 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 USE
No installation. Just
login on internet site
and click ‘My task’ to
report.
Page  9

10. Key performance indicators
 What can’t be measured
can’t be managed, so
define indicators to
measure success of the
fulfillment of strategic
goals.
EASY TO USE
Define what you want
and how you will
measure if you
achieve it.
Page  10

11. DASHBOARDS
EASY TO USE
Double click to see
which BU, product or
market has a problem
EASY TO USE
Create your own
Dashboards
Page  11
 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.

12. 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.
Page  12

13. 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
Page  13

14. We can monitor also Map with locations success.
Page  14

15. Strategies and KPI‘s influence
 For every indicator you
see which strategic
objectives is influenced
(directly or indirectly)
when planned goals are
not achieved.
Page  15

16. Plan, Do, Check, Act
 BSC encourages the
learning 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
Page  16

17. Convenient acces from everywhere
 Web or mobile BSC for
convenient access
anywhere.
Page  17

18. What you measure: Business excellence
 Solution can be used
also for monitoring the
results of business
excellence (Total Quality
managementTQM,EFQM).
EASY TO USE
Create new
perspectives and
achieve multiperspective view on
your business
Page  18

19. What you measure: 20 Keys
 Example of how the
system could be set up
to monitor Kobayashi
methodology of 20 keys.
Page  19

20. What you measure: Processes
 Through dashboards it
can monitor, how you
prosper towards
planned strategic goals
on all processes.
EASY TO USE
Add processes and define
Mision, Vision, SWOT,
Strategies... or link them
from Tomas.Proces
Page  20

21. 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
Page  21

22. OLAP Cube Analysis option
 For review and analysis
use, as an option, OLAP
multi-dimensional cube.
EASY TO USE
Rotate dimensions, sort
data, make ABC Analysis,
prepare your own Reports
and Charts
Page  22

23. Automated reporting through excel
 Monthly report
preparation for KPI‘s
can be automatized
through help of excel
add-in.
EASY TO USE
Use existing excel Reports,
connect to BSC database
and just refresh every
month
Page  23

24. 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.
Page  24

25. Data loading
 Data is loaded manually,
automatically or through
excel.
EASY TO USE
IT prepares automated
export from ERP in defined
structure and is imported
automatically in BSC.
From company‘s ERP
Through excel
Manually in BSC
Page  25

26. BSC for group of companies
 Every company in the
group has its own BSC,
Comp.Asia is automatically
data
transferred to Central
Data-warehouse.
Comp
USA
Corporate
Comp.Africa
Headquarter
®
®
Central BSC
Comp.South
BSC server for
corporate
management
America
EASY TO USE
See all companies strategic
performance in one place
and make benchmarking
between them.
Page  26
Central
Datawarehouse
Comp.
Australia
Local BSC servers
Clients with WWW
acces to central BSC

27. 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.
Page  27

28. TOMAS.BSC clients
Designers/Consultants










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.
Page  28
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.
Performers




Review their tasks.
View on which strategy their tasks
influence.
Report online about performing their
tasks.
Upload documents to their reports.

29. TOMAS.BSC Overview
Business
excellence
Balanced
scorecard
Strategic
planning and
monitoring
Performers
Managers
Designers/
consultants
Operational
management
Total Quality
management
Page  29
Proces
monitoring
Project
monitoring

30. Before and After: Changes & Benefits
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.
Page  30
After ( Implementation )
 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.