How do you customize and adapt your BI scorecards to different audiences and contexts?

1 Understand your audience

Before you design or present your BI scorecard, you need to understand who your audience is and what they care about. Different stakeholders may have different expectations, priorities, and preferences when it comes to BI reporting. For example, executives may want a high-level overview of the strategic outcomes, while managers may need more details on the operational processes and actions. To tailor your scorecard to your audience, you should identify their roles, responsibilities, and goals; determine their level of familiarity and interest in BI; select the most relevant and meaningful KPIs and metrics for them; use appropriate visualizations and formats to display the data; and provide clear and concise explanations and insights.

2 Align your scorecard with your strategy

Your BI scorecard should not only reflect your audience's needs, but also your organization's strategy and vision. To ensure your scorecard is aligned with your strategy, you should define your mission, vision, and values, and establish strategic goals and initiatives. Additionally, you should map your KPIs and metrics to these goals and initiatives while utilizing a balanced scorecard framework that covers financial, customer, internal, and learning perspectives. Finally, it is essential to monitor and track your progress and performance over time.

4 Communicate your scorecard effectively

Your BI scorecard is not only a tool for analysis, but also a tool for communication. To ensure effective communication to your audience, whether it be in a written report, presentation, or dashboard, it is important to use a clear and consistent structure and layout. Utilize simple and accurate language and terminology, along with charts, graphs, and tables to visualize the data. Annotations, labels, and legends can be used to explain the data further. It is also beneficial to incorporate stories, examples, and recommendations to convey the insights.

5 Solicit feedback and improve your scorecard

Your BI scorecard is not a one-time project, but an ongoing process of improvement. You should be able to solicit feedback and suggestions from your audience and stakeholders in order to enhance your scorecard. This can be done by asking for opinions, comments, and ratings, as well as conducting surveys, interviews, or focus groups. Additionally, you should analyze the usage, engagement, and satisfaction of your scorecard users to identify any gaps, issues, or challenges. Finally, implement the changes, updates, or enhancements of your scorecard.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?