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Balanced Scorecard Buyers Checklist
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"PerformancePlus Local Authority™ enables us to provide performance management information in understandable formats not only within the council, but to other agencies, councils, Members and the general public. Of particular interest are the easy to view graphs, that show forecast performance."

Bromsgrove District Council
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The Balanced Scorecard is an integral part of PerformancePlus™ with straightforward access to key indicators allowing for easy monitoring and prompt attention to the relevant activities.









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Enterprise Performance Management and Balanced Scorecard
Buyers Check List

Please click here if you would like to receive an RFI check list prepared specifically for Local Authorities.
  • Does the application support the Balanced Scorecard……

1 Does the Balanced Scorecard application conform to the Scorecard concept as defined by Kaplan and Norton?
2 Is the Scorecard Application fully accredited by the Balanced Scorecard Collaborative?
3 Can the Balanced Scorecard drill down from the "Organisation Level" to the "Individual Level"?
4 How is the Vision Statement supported in your Balanced Scorecard application?
5 How many standard presentation views does the Balanced Scorecard support?
6 Is there a limit to the number of objectives, initiatives or measures that can be stored in the applications database?
7 Is there a limit to the number of objectives, initiatives or measures that can be displayed in the view?
8 Can scorecard views be saved and reviewed by all other users?
9 Will Scorecards show performance indicators for flexible reporting periods as well as year to date?
10 Is there a drill down from the scorecard to establish cause and effect?
11 Does the System support relationship definition to provide Cause and Effect Modelling?
12 In order to track performance, what support is there for objectives, initiatives, measures and targets?
13 Can Scorecards cascade throughout the organisation from strategic, operational and personal scorecards?
14 Does the product provide additional communication and commentary features for each scorecard, objective and initiative?
15 How does the application support the creation and editing of textual notes?
16 Is there a system to enable the comparison of actual performance against multiple targets?
17 Does the application integrate personal competencies?
18 What additional or bespoke reports can be created – and can this be done in the Microsoft Office environment to integrate with our existing office environment?
19 What are the systems multidimensional capabilities?
20 Does the application support the process of developing and agreeing scorecard objectives at every level?

  • ……and on to performance management ?

21 Will the single application enable the integration of the Balanced Scorecard with any number of other management approaches?
22 Do these approaches include the following?
  • The (Business) Excellence Model
  • Six Sigma
  • Malcolm Baldridge
  • ISO 9000
  • Investors In People (Training)
  • Quality Management
  • Activity Based Management
  • Capability Management
23 Can the application be deployed Enterprise Wide?
24 Can the application track the progress of objectives and initiatives as well as measures at strategic, operational, process, team and individual levels?
25 How does the application support continuous change management?
26 How does the application support better decision making on planning ?

  • Technical Requirements

27 Does the application support dynamic build, straight over the web?
28 Is the Application an out-of-the-box single Packaged Solution?
29 What is the minimum hardware requirement?
30 What is the minimum software requirement?
31 Is there built in security – what is it?
32 ASP Hosting Service available?
33 Does the application support WYSIWG Printing capabilities?

  • Integration Requirements

34 What data systems can the application integrate with?
35 Does the application fully integrate with Microsoft Office?
36 Does the System support integrate with the e-mail with MS Outlook?
37 Can the application run in a standalone Environment?

  • Your Company

38 Number of Years in Business?
39 Geographic Coverage?
40 Please give details of your professional services Partners
41 Please give details of your technology Partners
42 Please give details of your accreditation Partners
43 When did your organisation first deliver a Balanced Scorecard product?

  • Professional Services

44 What is the Implementation Methodology you will follow?
45 Are there Global Partners in place that can manage Enterprise wide deployments?
46 Do you have experienced performance management consultants available in-house?
47 What training is available?
  • Expert User
  • Viewer Only
  • Built in Help Files
  • Computer Based training
48 Is training available locally?
49 Who has accredited or developed the training?

  • Direct Support

50 What support is available?
  • via Telephone
  • Over the Web
  • During Implementation
  • Post Implementation

  • Referenceability

51 Please supply White Papers that explain the applications methodology
52 Please supply at least two reference sites
53 Please supply two independent reviews of the application (not clients)