SoftExpert Performance – Configuring and Operating Scorecards

Course ID
TAEN0097

Course Description
This course was developed to teach administrators and users with permissions to configuration menus how to configure the performance module.

Price
USD 100,00

Time
147 minutes

When completing this course, the student will be able to:

  • Comprehend BSC fundamentals and concepts (Balanced Scorecard);
  • Carry out initial configurations essential for utilization of the module;
  • Define data that’ll classify, quantify and compose the scorecards; and
  • Create frameworks utilized in scorecards.

This course is destined for the user administrator of the system and/or for users that have permission to configure records and scorecards.

  1. Introduction
  2. Essential Configurations
    • Configuring gauge
    • Configuring range
    • Adding Framework
  3. Preparation
    • Adding elements (Element type)
    • Learning to add Indicators (Indicator type)
  4. Scorecard Planning
    • Adding a Scorecard
    • Design Overview
    • Element association
    • Associating indicators
    • Entering targets
    • Building a Strategy Map
    • Institutional vision
  5. SWOT analysis
  6. Entrance of Measurements and Targets
  7. Scorecard Execution and Calculation
  8. Views and Reports
    • Viewing Indicator
    • Viewing Scorecard
    • Viewing Tasks
  9. Building a Portal
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Duration: 147 minutes