Getting Started with a Full Scorecard Implementation

Use

These steps show the general flow of implementing a scorecard beginning with the development of the Application Server model through rolling out the context to users in the application.

Prerequisites

There are different types of administrative permissions for each topic. If one user is performing all steps, that user should be the strategy management administrator to have access to all features. If various users are carrying out the steps, they should have the exact permissions set in the individual Prerequisites sections of the related topics.

System users and groups are populated in SAP NetWeaver UME and are available as strategy management users. For information, see the Installation Guide for SAP Strategy Management on the SAP Help Portal.

Process

  1. Develop the Application Server model and create the measures for the KPIs.

    For information about developing Application Server models for the application, see an overview in the Configuration Guide for SAP Strategy Management on the SAP Help Portal.

    For information about developing Application Server models, see the online Help in the Application Server Administrator program.

  2. Start the administration application. For more information, see Starting and Exiting the Applications.

  3. Set application defaults and system defaults. For information, see Default Settings.

  4. Create a library of perspectives and objectives that can be used in any context. For information, see Library.

  5. Create a model connection. For more information, see Model Connection Development.

  6. Create a context and assign a model connection and roles to the context. For information, see Contexts and Role Assignments.

  7. Set scorecard defaults. For information, see Scorecard Defaults Selection.

  8. Add the perspectives, objectives, KPIs, and index KPIs to the context. For information, see Adding Objects to the Context.

  9. Define the perspectives, objectives, and KPIs within the context. For information, see Defining Objects in the Context.

  10. Set strategy defaults. For information, see Strategy Defaults.

  11. Create and publish goal diagrams. For information, see Adding a Diagram.

  12. Access the application to create initiatives, and review the scorecard and strategy.

Result

In the application, any user with access to the Initiatives tab, Scorecard tab, and Strategy tab can work with the initiatives, objectives, and strategy you defined.