STCard is an open source tool developed by StrateBI for the creation, management and analysis of Scorecards.
A Scorecard is a global management system within an organization that allows you to have a view of it based on a number of perspectives. All these as a whole define the vision and strategy of the organization.

To define a Scorecard you have to define a clear strategy:

• Strategic Objectives for the units of the organization.
• Indicators (KPI’s) that mark the fulfillment of the strategic objectives.

The main features of STCard are:

• Flexibility:A Scorecard is always referred to an organization as a whole, but with STCard we can create a scorecard for a specific area of the organization. For example: -> Treasury Financial Area, Consolidation, Suppliers, etc. On the other hand, the concept of flexibility is applicable to the creation of a scorecard in terms of the number of strategic perspectives and objectives. As many as you like. The philosophy of Kaplan and Norton is limited to 4 perspectives: customer, financial, internal business procedures and learning and growth.
• Flexibility does not break with the original philosophy. A scorecard in STCAD consists of a weighted hierarchical structure of 3 levels:
  • Perspective: from what point of view we will see our system. For example, financial, quality, customers, IT, etc.
  • Strategic Objective: what is our goal. For example, increase profitability, customer loyalty, incentive and motivation HR, etc.
  • Indicator (KPI): the measure or metric. Indicators can be quantitative or qualitative (confirmation / domain values), and these always have a real value and a target value.

For the launch of the ScoreCard we can consider three scenarios:

• This scenario has a rapid implementation, and only requires the definition of a load processes to obtain the information of the indicators of the organization and adapt it to STCard.
• The organization lacks a system / repository of indicators.
  This variant requires more consulting work, because in the organization, first, a pure BI project must be carried out to obtain those indicators to be dealt with later in STCARD.
  For example: data sources; ETL processes; System / repository of indicators; Load processes in STCard.
• Immediate start-up:
  It is the fastest alternative, only requires installation / configuration and training. Data management is done through Excel templates. No additional consulting work required.
  Users set values through Excel templates, where data is filled. These values are loaded into STCARD and after this, it is the users who interact with STCARD.

On the home page of the Pentaho User Console, you will find an icon like this one (depends on whether your environment is personalized) with which you can create a new STCard.

Once pressed in the previous button, a window with different options appears.

At the top we can see the following options (which are the same as when a new STCard is created):

On the left side, we can see these two icons:

In this screen is where we will configure our STCARD, that is, we will give Weight for each one of the indicators in the Scorecard Tree, we will be able to define 'New Perspectives' and we will be able to configure Perspectives, objectives and indicators.

There are three differentiated zones:

• STCard Selector: It allows us to select our STCARD from a drop-down list. In our case, the STCard is 'BSC'.


• Left side: We can see the ScoreCard Tree, where they will be shown these elements in a hierarchical way.
  There are also 2 other columns that indicate if the indicator is enabled or not, and a percentage that will be its weight (with respect to the father). The sum of the weights of all the children must be 100%.
  Ademas de los botones de crear y borrar objetos




• In this part is where we will be able to configure each of the elements in the Scorecard Tree. It should be noted that only the indicators (KPI’s) have more options for the configuration. While for the perspectives and objectives we will only be able to change the color.
  
  

Or if it is an indicator it has more configuration options like these:

Display the following information for a scorecard:

• % Compliance: The percentage shown for the perspectives, objectives and indicators (KPI's).
• Condition. The color shown (very good, good, regular, bad, very bad).
• Trend. It may be relative to the previous month or the same period of the previous year (depending on the selected 'Trend').

By clicking on any value, additional information, such as the actual value and target value, appears in the previous period.

There is a bar in which we can select:

• in the previous picture, 'BSC'.
• Trend: allows us to select from among:
  • Previous Month
  • Previous Year
  • Last 12 Months
  • Current Year

It will show the following elements, in a hierarchical way:
Name of ScoreCard(BSC) -> Perspective(Finances) -> objective(Revenue) -> Indicator(# Sales Revenue).

We will the cells on columns:

• Achievement: The percentage shown for the perspectives, objectives and indicators (KPI's). This is a result of the formula: Real Value / Objective Value.
• Status: The color shown (very good, good, fair, bad, very bad).
• Trend: It can be relative to the previous month or at the same period of the previous year (depending on the selected 'Trend').

If you move the mouse above a cell with an, the following information is displayed (tooltip).

• If it is a perspective or an objective, it shows:
• If you position yourself in a cell which contains an indicator (KPI), it shows:
• Cuantitative: that show a numerical amount.
• Qualitative: that show the quality. This shows the percentage of compliance of the previous period.

In the upper left there are two icons for exporting the content to .pdf or .xls format.

The Data module will allow us to make real and objective data imputations, regardless of whether they can be entered into STCard in different ways as discussed and we will see in detail below.
It is possible to generate an Excel template for the convenience of the user that later is loaded in STCard. The establishment of objective values can be done based on a series of default calculations, taking as reference a specific year.

It will show the following elements, in a hierarchical way.

In columns we are going to see the months where we can enter the data.

To enter data manually, click on the cell, which will change to be able to enter the desired value.

In the indicators that are of type 'Objective', we see that there is an icon with a Calculator, which will allow us to enter values depending on others, for example:
Reference the 'year 2016' value and adds a 10%.

In addition to being able to enter the data manually, we can do this using an ETL (Extract Transform and Load) or an Excel file.

• Import with ETL(Extract Transform and Load): This is the option that allows us to load our ScoreCard data using an ETL, using a URL.
• Import Excel Template with Data: It will allow us to import the data using an Excel file. This Excel file can be created by us manually or, export the ScoreCard content for another year (for example, 2016), modify the Excel file manually and then use the 'Import Excel Template with Data' option.

This option allows us to download the contents of the Scorecard to Excel. Then the file can be reviewed, modified and even imported into the Scorecard using the 'Import Excel Template with Data'.

Pressing this button will disable / enable editing of the cells.

Allows you to save changes or undo those changes.

Security is a concept that must always be present in a BSC. Therefore for each element (perspective, strategic objective and indicator) of scorecard there are two types of user: Manager and Visual User.
The Security module shows on the left side the Scorecard Tree with all the previous elements (perspective, objective and indicator). If we want to establish security, we click on the element in question:

On the right side, we see the 'Available Users'.

using the arrows, we move to the groups of 'Managers' or 'Visual Users'.

In the Analysis module, we will be able to review and analyze the information of our Scorecar.
In addition to the management itself, the analysis forms an important part of the tool and is offered with two different modalities or elements:

• - Dashboard
• - Information analysis (Pivot Tables)

SIf you click on the ScoreCard' icon it will automatically open another window in the browser with a dashboard that will show us several sections, with information about perspectives, strategic objectives and indicators.

ASome tables or graphs are static, such as '% Compliance' or Structure, but others are dynamic. Within the dynamics, if you click on 'Finance', 'Internal Processes' or 'Customers', the values shown in the tables 'Strategic Objectives' and 'Indicators' are changed.
Similarly, if we click in row of the table 'Strategic Objectives', for example, in 'Revenue', the values of the table 'Indicators' are refreshed.

We will have three display options for PivotTables:

Clicking on this option will open a new window in the browser that will show us a PivotTable with the summary information of the indicators defined in the Scorecard.
The PivotTable is based on the STPivot tool and has to allow us to modify the report with all the options available in the toolbar:

Clicking on this option will open a new window in the browser that will show us a PivotTable with the summary information with the Objectives Achievement.
The PivotTable is based on the STPivot tool and allows us to modify the report with all the options available in the toolbar:

Clicking on this option will open a new window in the browser that will show us a PivotTable with the information of the Monthly Evolution of States.
The PivotTable is based on the STPivot tool and has to allow us to modify the report with all the options available in the toolbar: