The Automated Balanced Scorecard Administration and Accountability Phil Wasson, FACHE VP and CIO

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The Automated Balanced ScorecardAdministration
and AccountabilityPhil Wasson, FACHEVP and CIO

• Reporting Results using Data Repository

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What is the Automated Balanced Scorecard?

• Employs KPIs (Key Performance Indicators).
• Data can be automated or collected.
• Production workflow promotes measurable shared
  managerial accountability.
• Process supports Transparency.
• Data feeds and calculates from Departmental
  Levels to Derived (Grouped) Levels.
• Involves staff, managers, administrators, and the
  Board.
• Requires a non-I.S. Scorecard Champion.
• The Process is more important than the Technology!

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TriRivers Reporting Platform
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Microsoft Reporting Services
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BSC and Organizational Alignment
Accountability Transparency
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Accountability The Key Players
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Dept to Derived Communicates the Truth
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BSC Development Workflow
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BSC Production Workflow
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BSC User Client Application
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Derived Scorecards

• 100 Dept Level Scorecards
• 5,200 KPIs Created _at_ Dept Level
• 40 Derived Scorecards
• 1,600 Derived KPIs Created

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Derived Dashboard
14 Derived Dashboards in use 14 Dashboards in
development to align the 2012 Strategic Plan Indi
cators with Dashboard Measurement Reporting to
the Board
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Three Key Lessons Learned

• Scorecard development and deployment is dependent
  on its ability to add value throughout the
  organization!
• Specifically Alignment and Focus
• Scorecard deployment requires having and
  regularly communicating clear expectations for
  its use!
• Deployment is achieving alignment and provides
  the basis for expectations.
• Strategy deployment is improved when departments
  own their performance and are held accountable
  for it!
• Strategy is transparent when its linked across
  levels in the organization.

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