1. In the Management module, click Balanced Scorecard > Designer, to open the Balanced Scorecard List page.
All available Balanced Scorecard applications are listed, with respective status and a brief description for each of them.
The status column indicates the state of the Balanced Scorecard:
The green icon indicates a valid Balanced Scorecard and it is listed in the BP Server Applications page in the Administration module.
The red icon indicates that the Balance Scorecard is not defined properly or its rules are not compiled. You must resolve these issues to add this in the BP Server Applications page.
2. To add a new Balanced Scorecard, click Add Balanced Scorecard, to open the Add Balanced Scorecard page.
In the Add Balanced Scorecard page:
a. Enter the name of the new Balanced Scorecard and its description. Both these are required fields.
b. Click Next to open the Perspectives List page where you can create perspectives for the new Balanced Scorecard.
3. The Perspectives List page enables you to:
a. Enter a name in the Perspective box and assign the perspective a weight.
The perspective name must not contain spaces.
b. You may add more perspective(s), when required, by clicking Add Perspective, which opens Add Perspective window. Enter perspective and weight and click Save to add the perspective to the Perspective/Weight table.
c. Click Next to open the Source List page.
The Source List page enables you to add sources of information that can be used to define KPIs and generate Balanced Scorecards. All KPIs must have at least one source, and Additive and Averaging KPIs can have multiple sources. This page displays two tables listing the Process Template Sources and the Infopad Sources.
4. Click Add Source to open the Add Source window.
In the Add Source window:
a. Select an option from the Source Information list. Options include Process Templates or Infopads.
b. Enter the name of the new Source in the Source box.
c. If the Source information comes from a process template, then select options from the Process Template, Workstep, Event and Dataslot lists to further define the source.
The Dataslot drop-down list contains INTEGER and CHARACTER type dataslots only.
d. If the Source information comes from an infopad, then specify the Application, Module, Infopad Name, Row, Column and Slot containing the updated value.
The Slot drop-down list does not contain the slots of type "CHARACTER".
e. Click Save to save the new Source and go back to the Source List page to define additional sources.
Depending upon whether the source information is specified as process template or infopad, the new source is added in the appropriate table in the Source List page.
f. Click Next to open the KPI List page where you can define KPIs for the new Balanced Scorecard.
The KPI List page displays the list of KPI. You can select a perspective from the drop-down list beside Go, and click Go, to list KPIs of selected perspective only.
5. From the Perspective drop-down list, select the perspective to which the new KPI is assigned, and click Add KPI.
The Add KPI window appears and the KPI Details tab displays the name of the selected balanced scorecard and perspective in read only mode.
In the Add KPI window:
a. Enter the name of the KPI.
The KPI Name must be unique.
b. Select a KPI type from the Type list. Options include:
Additive, which updates the current value by adding on any updated values.
Average, which updates the current value by averaging in any updated values.
Replace, which replaces the current value with the updated one.
c. Enter values for each of the displayed parameters. Assign a weight -- weight values must be in the 0-1 range. The Current Value and Score are generally used for initialization purposes only. The Best Value and Worst Value are used in calculating the score. Unit is used for summary descriptions; longer descriptions are entered in Description. You can specify the target score between 0.0 and 10.0 for each KPI in the Target Score. The Balanced Scorecard Console displays the target score along with the actual score for each key performance indicator. It gives a visual indicator of achievements and help managers to track the progress.
d. Select the Editable checkbox to enable users to modify the value or the Display checkbox to create a read-only value.
e. Click Attach Source tab. This tab displays the list of available sources defined earlier and the list of sources attached to the KPI.
f. Select one or more available sources from the Select Sources list and click Add to add them in the Attached Sources list. You can click Add All to add all available sources simultaneously. You may use Remove or Remove All to remove the sources from the Attached Sources list and put them back in the Select Sources list.
g. Click Save to save the new KPI and go back to the KPI List page. The new KPI is listed in the table on this page.
6. Click Finish to create the new Balanced Scorecard.
A confirmation message appears, indicating that you have successfully added a new Balanced Scorecard.
7. Click OK to save it and return to the Balanced Scorecard List page.
After you have designed and saved a new Balanced Scorecard, you (or someone like Business Process Server administrator, who has requisite access permissions) must install it as a new application from the Business Process Portal's Administration module for it to work properly.
The green icon indicates a valid Balanced Scorecard and it is listed in the BP Server Applications page in the Administration module.