CN102073957A

CN102073957A - System of balanced score card and creation method thereof

Info

Publication number: CN102073957A
Application number: CN2009102249037A
Authority: CN
Inventors: 黄超吾
Original assignee: REN BEN CONSULTANT CO Ltd
Current assignee: REN BEN CONSULTANT CO Ltd
Priority date: 2009-11-24
Filing date: 2009-11-24
Publication date: 2011-05-25

Abstract

The invention relates to a system of a balanced score card and a creation method thereof. The system of the balanced score card comprises a project setting module, an SWOT (Strengths, Weaknesses, Opportunities and Threats) matrix module, an SWOT general objective setting module, a general objective setting module, a cause-effect relationship setting module and a strategy map module; the SWOT general objective setting module is set by the SWOT matrix module with a reversible mechanism and a record mechanism; a user can easily obtain the logic relationship between a strategic objective (KPI: Key Performance Indicator) and strategic conditions by the SWOT matrix module, and also can learn about the importance of each strategy condition and can visually inspect whether the strategic conditions are in error in setting, and thus, a more accurate system of the balanced score card can be created.

Description

The system of Balanced scorecard and method for building up thereof

Technical field

The present invention is a kind of system and method for building up thereof of Balanced scorecard, refers to a kind of system and method for building up thereof of Balanced scorecard of the SWOT matrix with reversible and writing function especially.

Background technology

One of definition of Balanced scorecard is the implementation strategy operation, facilitates one of management system of continuation organizational change.Balanced scorecard is the result who how enterprise's vision of the important elements of enterprise, strategy is influenced enterprise's achievement, with its visual evaluation of performance gimmick.Balanced scorecard is come the construction strategy by four structure faces such as " finance, client, internal process, study and growth ".These four structure faces are not independent separately, and the KPI Key Performance Indicator of each its tactful theme of structure face forms cause-effect relationship longitudinally.By of the conformability policy development of this cause-effect relationship with the balance of formation " short-term and long-term, financial and non-finance ".

The importing step of Balanced scorecard comprises: mission formulation, SWOT analysis, SWOT game matrix, the strategy coupling is selected, policy goals (KPI) is formulated with tactful map, KPI sets, desired value is set, the formulation of action scheme and performance are afterwards assessed.SWOT analysis and game matrix and strategy coupling are selected as can be known by above-mentioned importing step is unusual important step.

SWOT analysis promptly is the strong and weak machine relative analytic approach of endangering, be that a kind of enterprise is according to competition among enterprises situation analytical approach, be one of fundamental analysis method of the marketing, chance (Opportunities) on advantage (Strengths) by evaluation of enterprises, inferior position (Weaknesses), the competitive market and threaten (Threats) is in order to carry out deeply comprehensively analyzing to enterprise and the location of competitive edge before the development strategy of formulating enterprise.SWOT matrix strategy selection scheme mainly is by the arranged pattern; to assist the strategic planning person that the information of inside and outside environment gained after is by analysis carried out the coupling of multi-to-multi, to produce the SWOT matrix: competitive edge (OS), crisis favourable turn (TS), competition inferior position (OW) and crisis immediately (TW) four big schemes.

Yet the SWOT matrix game then focus on to the information of environment carry out rational, accurately judge with reasoning after, in competitive edge, crisis favourable turn, competition inferior position and crisis immediately, tool corresponding targetedly " tactful theme " is proposed, in addition by internal matrix (IE matrix; Internal-exteral matrix) coupling draws the alternative strategy (alternative strategies) of expectation, carry out attractive force analysis (attractiveness analyzer) with this alternative strategy again and confirm main strategy and minor strategy, afterwards primary and secondary is wanted strategy and tactful theme to mate and correction, and stipulated the firm foundation and the foundation of tactful map and target with revised tactful theme as enterprise.

But at present the SWOT matrix that adopted of enterprise mostly is that the experience with the corporate boss is a guiding, for example the corporate boss can list surging project (S), weak tendency project (W), chance project (O) and the threat project (T) of this enterprise respectively, and then do fuzzy combination by above-mentioned listed project respectively according to for many years the practical experience or the subjective meaning of oneself, to stipulate out a plurality of tactful projects.

When carrying out the result not as expection for the designed a plurality of policy entry purposes of guiding by corporate boss's experience, at this moment, corporate boss's desire is understood this tactful project that why designed originally, but tactful project is corporate boss's experience to be produced, and this whole stipulate in the policy entry purpose process without any logic thinking and record, design this tactful reason and weight and evaluation originally so the corporate boss can't accurately remember, this is the known disappearance of stipulating strategy with the SWOT matrix.

Summary of the invention

The objective of the invention is to make the corporate boss can write down in competitive edge (OS), crisis favourable turn (TS), competition inferior position (OW) and crisis immediately (TW) the four big schemes each policy entry purpose and stipulate process; and form the SWOT game matrix with a kind of design that meets the logic thinking, so can reach writing function and have can the reverse anti-function that pushes away.

In order to reach above-mentioned purpose, the present invention proposes a kind of system of Balanced scorecard, comprises project settings module, SWOT matrix module, SWOT general objective setting module, general objective setting module, cause-effect relationship setting module and strategy ground module.

The project settings module comprises the setting of index relative; The SWOT matrix module has logical relation and recording mechanism; SWOT general objective setting module, its according to the SWOT matrix module to set out the SWOT general objective; The strategy matching module, it is linked to the SWOT matrix module so that tactful theme and SWOT countermeasure are complementary, the general objective setting module, it is linked to index relative setting and this SWOT general objective setting module general objective with the system that sets this Balanced scorecard; The cause-effect relationship setting module, it is linked to this general objective setting module, and it is set to set out the cause-effect relationship of each target in the general objective setting module according to this index relative; Strategy ground module, producing this strategy map, and the foreground module that should the strategy map exports this Balanced scorecard to shows according to the cause-effect relationship of each target for it.

In order to reach above-mentioned purpose, the present invention proposes a kind of method for building up of Balanced scorecard, comprises the project setting module is set; Formulation has the policy condition of at least one numeral or letter; According to having those digital or alphabetical policy conditions to form the SWOT matrix module of at least one policy goals (KPI); By this SWOT matrix module to set SWOT general objective setting module; Index relative according to this project settings module is set and this SWOT general objective setting module, to set the general objective of this Balanced scorecard; The cause-effect relationship of setting each policy goals (KPI) is to form the cause-effect relationship setting module; And via the cause-effect relationship of each policy goals (KPI) making tactful map, and the foreground module that should the strategy map exports this Balanced scorecard to shows.

SWOT matrix module in the system of Balanced scorecard of the present invention has following advantage with respect to existing SWOT matrix:

1. each policy goals (KPI) in the SWOT matrix module of the present invention has all been added a plurality of numerals and letter, and these numerals and letter are respectively being represented surging class, weak tendency class, chance class and are being threatened in each analysis project of four macrotaxonomies such as class, so can make and set up mutual logical relation between policy goals (KPI) and the policy condition.

2. each policy condition in each policy goals (KPI) in the SWOT matrix module of the present invention has all added a number of computations value, to calculate the number of times that each policy condition occurs at the SWOT matrix module, the number of times that occurs when some policy conditions the more, then representing that policy condition is to have its importance relatively.

3. SWOT matrix module of the present invention is that have can the reverse anti-function that pushes away, when the ordered policy goals of user (KPI) actual state is not so good as expection, the user can be by any one policy goals (KPI) of SWOT matrix module, get back to corresponding surging class, weak tendency class, chance class and threaten in each analysis project of four macrotaxonomies such as class, whether have mistake when setting originally to inspect out these projects.

4. SWOT matrix module of the present invention can be set weight with each analysis project of four macrotaxonomies such as advantage, weak tendency, chance and threat, and select the alternative strategy of expectation by factor scoring by strategic matching module, carry out the attractive force analysis confirmation with this alternative strategy again and go out main strategy and minor strategy, afterwards primary and secondary is wanted strategy and tactful theme to mate and correction, and stipulated the firm foundation and the foundation of tactful map and target with revised tactful theme as enterprise.

Of the present inventionly reach technology, means and the effect that specific purpose adopts and to be easier to understand for making, see also following about detailed description of the present invention and accompanying drawing, believe purpose of the present invention, feature and characteristics, should obtain thus deeply and concrete understanding.Yet, accompanying drawing for reference only with the explanation usefulness, the present invention is limited.

Description of drawings

Fig. 1 is the system schematic of Balanced scorecard of the present invention;

Fig. 2 is the SWOT matrix module synoptic diagram of most preferred embodiment of the present invention; And

Fig. 3 is the method for building up process flow diagram of Balanced scorecard of the present invention.

[primary clustering symbol description]

Project settings module 10 computing units set 100

Strategic planning version 102 calculating parameters definition 104

Target setting 106 index relatives set 108

Product analysis module 12 product classifications set 120

The product master data is set 122 customer datas and is set 124

Product version data is set 126 annual every monthlys volume of business and is set 128

Parameter setting module 14 parameters and participant's combination sets 140

The input of parameter prediction value is set the input of 142 parameter actual values and is set 144

The parameter calculated with actual values is set the contrast of 146 target prediction values and is set 148

The target actual comparison is set 150 SWOT matrix modules 16

Strategy matching module 17 SWOT general objective setting modules 18

General objective setting module 20 target decomposing module 22

Cause-effect relationship setting module 24 strategy ground module 26

Foreground module 28 data multidimensional analysis modules 30

Embodiment

Please refer to Fig. 1, Fig. 1 is the system schematic of Balanced scorecard of the present invention.The system of Balanced scorecard comprises project settings module 10, product analysis module 12, parameter setting module 14, SWOT matrix module 16, strategic matching module 17, SWOT general objective setting module 18, general objective setting module 20, target decomposing module 22, cause-effect relationship setting module 24, strategy ground module 26, foreground module 28 and data multidimensional analysis module 30.

Project settings module 10 further comprises computing unit setting 100, strategic planning version 102, calculating parameter definition 104, target setting 106 and index relative setting 108.

Product analysis module 12 is to form according to the content of strategic planning version 102 is designed, comprises product classification setting 120, product master data setting 122, customer data setting 124, product version data setting 126 and annual every monthly volume of business setting 128.

Because the content of strategic planning version 102 each time is different, so each setting is also different in the content of product analysis module 12.It is for the setting of classifying of the product of strategic planning each time that product classification sets 120.Product master data setting 122 is set 120 sorted each product according to product classification and is carried out the setting of master data.Customer data sets 124 in order to set customer data.It is to set 122 content according to the product master data that product version data sets 126, carries out the setting of edition data for the product of producing each time, in order to the maintenance of product backward.It is in order to set every month even annual sales volume target behind each production marketing that annual every monthly volume of business sets 128.

Parameter setting module 14 is that the definition according to calculating parameter definition 104 produces, and the various parameters that set provide to the rear end and use.Parameter setting module 14 provides various settings, comprises that parameter and participant's combination setting 140, parameter prediction value input setting 142, parameter actual value input setting 144, parameter calculated with actual values setting 146, target prediction value contrast setting 148 and target actual comparison sets 150.

Parameter and participant make up and set 140 is to set combination between a plurality of parameters and the participant according to the content of strategic planning version 102, it is to set in order to the predicted value of importing each parameter that the input of parameter prediction value is set 142, it is to set in order to the actual value of importing each parameter that the input of parameter actual value sets 144, it is in order to calculate the actual value of each parameter that the parameter calculated with actual values sets 146, it is in order to setting the contrast of each target prediction value that target prediction value contrast sets 148, and it is in order to set the contrast of each target actual value that the target actual comparison sets 150.

SWOT matrix module 16 is very important crucial parts that can the system of Balanced scorecard accurately be set up, in order to overcome the shortcoming that the SWOT matrix is caused in the prior art, the SWOT matrix module 16 that the present invention sets is one and has logical relation and recording mechanism, again via advantage, weak tendency, each small project of four macrotaxonomies such as chance and threat is set weight, the strategy matching module is selected the alternative strategy of expectation by the factor scoring, carry out the attractive force analysis confirmation with this alternative strategy again and go out main strategy and minor strategy, want strategy and tactful theme to mate primary and secondary afterwards, so when the ordered analysis project actual state of corporate boss is not so good as expection, the corporate boss be as long as can find out originally why define this wrong analysis project by SWOT matrix module 16, and then the analysis project of mistake revised and coupling again according to SWOT matrix module 16.

Please refer to Fig. 2, Fig. 2 is the SWOT matrix module synoptic diagram of most preferred embodiment of the present invention.As shown in Figure 2; the same four big classes that are divided into of SWOT matrix module 16 of the present invention: surging class (S) with existing SWOT matrix; weak tendency class (W); chance (O) and threat class (T); but listing each analysis project in four big classes before, the present invention defines different numeral or alphabetical; can define numeral (1 before surging class as shown in the figure and each analysis project in the weak tendency class; 2...); and can define letter (A before each analysis project in chance class and threat class; B...); so SWOT matrix module 16 is forming competitive edge (OS); crisis favourable turn (TS); during the big schemes of countermeasures of competition inferior position (OW) and crisis immediately (TW) four; also will each policy goals (KPI) in each schemes of countermeasures stipulate out different numerals and alphabetical combination before, for example: first policy goals (KPI) of competitive edge is made up by AC37.

When four big schemes of countermeasures have all defined each policy goals (KPI), the corporate boss also can be by the combination of above-mentioned numeral with letter, be found to and specific numeral or alphabetical in these policy goals (KPI), may not occur, for example in the competitive edge scheme, can not find letter b or numeral 4 in defined each policy goals (KPI), this representing originally the analysis project of the letter b that defines or numeral 4 be wrong or forgot originally and set this analysis project, therefore, the corporate boss can get back to thus the competitive edge schemes of countermeasures with letter b or the numeral 4 pairing analysis projects revise.When the ordered policy goals of corporate boss (KPI) actual state was not so good as expection, the corporate boss also can get back to the analysis project of seeking out possible errors in each analysis project by the numeral and the combination of letter.Moreover, SWOT matrix module 16 of the present invention also has the function of calculative strategy condition access times, the corporate boss can learn that the number of times of each ordered in each schemes of countermeasures analysis project appearance is maximum by this function, can know that so this analysis project is the very important messages of enterprise operation success or failure.

17 of strategic matching modules of the present invention are on the basis of SWOT matrix module 16, first step: each analysis project to SWOT is set weight, and give scoring, draw external environment condition (chance and threat class) average weighted score (EFE) and internal environment (surging and weak tendency class) average weighted score (IFE); Second step: with IFE is X-axis, EFE is a Y-axis, finds out the strategy orientation and the tactful theme of enterprise, third step: each tactful theme is carried out the attractive force scoring, in the hope of the weight of each tactful theme, and data thrown in the schemes of countermeasures go to SWOT matrix module 16 mate.

The SWOT matrix module 16 of SWOT general objective setting module 18 by having recording mechanism is to set out the SWOT general objective.General objective setting module 20 is linked to the index relative and sets 108 and SWOT general objective setting module 18, with the general objective of the system that sets Balanced scorecard.Target decomposing module 22 is that each policy goals (KPI) of general objective setting module 20 is decomposed.Cause-effect relationship setting module 24 is linked to general objective setting module 20, sets 108 to set out the cause-effect relationship of each policy goals (KPI) in the general objective setting module 20 according to the index relative.Strategy ground module 26 is according to the automatic generation strategy map of the cause-effect relationship logic of each policy goals (KPI), and the foreground module 28 that tactful map exports this Balanced scorecard to is shown.Data multidimensional analysis module 30 is to receive the analysis result that product analysis module 12 is exported.

Please also refer to Fig. 1 to Fig. 3, Fig. 3 is the method for building up process flow diagram of Balanced scorecard of the present invention.At first, project setting module 10 (S100) is set, project settings module 10 as above-mentioned institute say and comprise computing unit setting 100, strategic planning version 102, calculating parameter definition 104, target setting 106 and index relative setting 108.Then, user's (can be the corporate boss) can formulate the analysis project (S102) with at least one numeral or letter by the system of Balanced scorecard of the present invention, as shown in Figure 2, the user can make the analysis project of a plurality of numerals or letter individually in surging class (S), weak tendency class (W), chance class (O) and threat class (T) four big classes.The system of Balanced scorecard of the present invention can be according to the user in surging class (S); weak tendency class (W); selected analysis project in chance class (O) and threat class (T) the four big classes; divide other at competitive edge (OS); crisis favourable turn (TS); in competition inferior position (OW) and crisis immediately (TW) the four big strategy protocol one by one list policy goals (KPI); set the weight (S104) of those analysis projects via strategic matching module; scoring by strategic significance and attractive force has the SWOT matrix module 16 (S108) of a plurality of policy goals (KPI) to form a plurality of tactful themes (S106) with formation according to step S106.And after the scoring, draw at least one tactful theme, to carry out this SWOT matrix module coupling (S110).

Then, whether detect above-mentioned All Policies condition includes within above-mentioned policy goals (KPI) (S112), if the result who detects is for being, then calculate the quantity (S116) that above-mentioned policy condition occurs within above-mentioned policy goals (KPI), otherwise, if the result who detects then shows error messages (S114) for not.In step S114, the user can learn that above-mentioned analysis project does not have SWOT matrix module 16 to use by error messages, and this analysis project of not occurring in other words of meaning is wrong when setting originally or forgot originally and set this analysis project.In step S116, the user can quantity occur by the analysis project in the policy goals in SWOT matrix module 16 (KPI), can learn the importance that appears at the maximum analysis project of the interior quantity of policy goals (KPI) in addition.

The user can fill part overcomes known SWOT matrix 16 to step S116 via above-mentioned step S112 shortcoming, for example when the ordered policy goals of user (KPI) actual state not as when expection, whether the user can exist mistake to inspect the analysis project that set originally to counter each analysis project that back into of step S116 via step S112.

Then, by SWOT matrix module 16 to set SWOT general objective setting module 18 (S118), setting 108 of index relative and SWOT general objective setting module 18 according to project settings module 10, to set the general objective (S120) of Balanced scorecard, the cause-effect relationship of setting each policy goals (KPI) is to form cause-effect relationship setting module (S122), afterwards, via the automatic generation strategy of the cause-effect relationship logic ground module 26 of each policy goals (KPI), and the foreground module 28 that tactful map exports Balanced scorecard to shown (S124).According to the strategic planning version 102 of project settings module 10 to analyze and the definition product content, and the result that will analyze exports data multidimensional analysis module 30 (S126) to, the calculating parameter of reception project setting module 10 definition 104 to be setting various parameters, and exports the result of parameter setting to foreground module 28 (S128).

SWOT matrix module 16 in the system of Balanced scorecard of the present invention has following advantage with respect to known SWOT matrix:

1. each policy goals (KPI) in the SWOT matrix module 16 of the present invention has all been added a plurality of numerals and letter, and these numerals and letter are respectively being represented surging class, weak tendency class, chance class and are being threatened the analysis project of class four big classes, so can make and set up mutual logical relation between policy goals (KPI) and the analysis project.

2. each analysis project in each policy goals (KPI) in the SWOT matrix module 16 of the present invention has all added a number of computations value, to calculate the number of times that each analysis project occurs at SWOT matrix module 16, the number of times that occurs when some analysis projects the more, then representing that analysis project is to have its importance relatively.

3. SWOT matrix module 16 of the present invention is that have can the reverse anti-function that pushes away, when the ordered policy goals of user (KPI) actual state is not so good as expection, the user can be by any one policy goals (KPI) of SWOT matrix module 16, get back to corresponding surging class, weak tendency class, chance class and threaten the analysis project of class four big classes, whether have mistake when setting originally to inspect out these analysis projects.

Whether whether Balanced scorecard designs is what benefit accurately and for enterprise, the SWOT matrix module 16 in its source just seems quite important, very big disappearance will appear if the policy goals (KPI) of SWOT matrix module 16 is stipulated incorrect, then relative Balanced scorecard design.Not only can be so that user's logical relation between acquisition strategy target (KPI) and the analysis project easily by SWOT matrix module 16 of the present invention, also can understand the importance of each analysis project and can inspect out analysis project and whether set wrong.

The above only is a preferable possible embodiments of the present invention, does not therefore limit the claim that the present invention asks for protection, and the equivalent structure that every utilization instructions of the present invention and diagramatic content are done changes, and all should be contained in the scope of the present invention.

Claims

1. the system of a Balanced scorecard is characterized in that, comprising:

The project settings module, it comprises the setting of index relative;

The SWOT matrix module, it has logical relation and recording mechanism;

The strategy matching module, it links described SWOT matrix module, to receive the scoring that described SWOT matrix module is transmitted, gives described SWOT matrix module according to described appraisal result with the transmission matching state;

SWOT general objective setting module, its according to described SWOT matrix module to set out the SWOT general objective;

The general objective setting module, it links described index relative sets and described SWOT general objective setting module, with the general objective of the system that sets described Balanced scorecard;

The cause-effect relationship setting module, it links described general objective setting module, sets to set out the cause-effect relationship of each policy goals (KPI) in the described general objective setting module according to described index relative; And

Strategy ground module, the automatic generation strategy map of its cause-effect relationship logic according to each policy goals (KPI), and the foreground module that described tactful map exports described Balanced scorecard to shown.

2. the system of Balanced scorecard according to claim 1 is characterized in that, described project settings module further comprises computing unit setting, strategic planning version, calculating parameter definition and target setting.

3. the system of Balanced scorecard according to claim 2 is characterized in that, further comprises the product analysis module, and analyzing and the definition product content, and the result that will analyze exports the data multidimensional analysis module to according to described strategic planning version for it.

4. the system of Balanced scorecard according to claim 3 is characterized in that, described product analysis module comprises that product classification is set, the product master data is set, customer data is set, product version data is set and annual every monthly volume of business is set.

5. the system of Balanced scorecard according to claim 2 is characterized in that, further comprises parameter setting module, and it receives the definition of described calculating parameter setting various parameters, and the result of parameter setting is exported to the foreground module of described Balanced scorecard.

6. the system of Balanced scorecard according to claim 5, it is characterized in that described parameter setting module comprises that parameter and participant's combination setting, the input of parameter prediction value are set, the input of parameter actual value is set, the parameter calculated with actual values is set, the contrast of target prediction value is set and the target actual comparison is set.

7. the system of Balanced scorecard according to claim 1 is characterized in that, further comprises the target decomposing module, and its each policy goals (KPI) to described general objective setting module is decomposed.

8. the method for building up of a Balanced scorecard is characterized in that, comprises the following steps:

The project setting module is set;

Formulation has the analysis project of at least one numeral or letter;

According to have more described numeral or the letter analysis project to form the SWOT matrix module of at least one policy goals (KPI);

By described SWOT matrix module to set SWOT general objective setting module;

Index relative according to described project settings module is set and described SWOT general objective setting module, to set the general objective of described Balanced scorecard;

The cause-effect relationship of setting each policy goals (KPI) is to form the cause-effect relationship setting module; And

Via the automatic generation strategy map of the cause-effect relationship logic of each policy goals (KPI), and the foreground module that described tactful map exports described Balanced scorecard to shown.

9. the method for building up of Balanced scorecard according to claim 8, it is characterized in that, described basis has the step of the policy condition of more described numeral or letter, comprise further whether detect described analysis project all includes within the described policy goals (KPI), if the testing result of the more described analysis project of wherein described detection is for being, then calculate the quantity that described analysis project occurs within described policy goals (KPI), otherwise, if the testing result of the described analysis project of described detection then shows error messages for not.

10. the method for building up of Balanced scorecard according to claim 8 is characterized in that, further comprises the following steps:

Confirm the weight and scoring of more described analysis project via strategic matching module after, draw at least one tactful theme, to carry out described SWOT matrix module coupling;

Analyzing and the definition product content, and the result that will analyze exports the data multidimensional analysis module to according to the strategic planning version of described project settings module; And

The calculating parameter definition that receives described project settings module to be setting various parameters, and exports the result of parameter setting to described foreground module.