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Process documentationGetting Started with a Full Scorecard Implementation Locate this document in the navigation structure

 

These steps show the general flow of implementing a scorecard beginning with the development of the Application Server dimensional model through rolling out the context to end-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.

You have already followed the steps in the topic Getting Started with Initiatives, Objectives, and the Strategy.

Process

  1. Develop the Application Server dimensional model including choosing a method of determining how scores relate to index values and creating the measures for the standard KPIs.

    For more information, see Methods of Determining Index Values for Standard KPIs.

    For information about developing Application Server models for the application, see an overview in the Server Configuration Guide for SAP BusinessObjects Strategy Management located on SAP Service Marketplace.

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

  2. Start the Administrator.

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

  4. Set scorecard defaults for KPIs and assign the model connection to the context. For information, see Scorecard Defaults Selection.

  5. Set the KPIs. For information, see Standard KPI Development.

  6. Set the objectives. For information, see Objective Setting.

  7. Set the perspectives. For information, see Perspective Setting.

  8. Access the application to review the Scorecard component, and create reports and dashboards in the Reports and Dashboards components.

  9. Access the Administrator to assign the reports and dashboards to the context. For information, see Report and Dashboard Selection.