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Bringing the Balanced Scorecard to Life:
The Microsoft Balanced Scorecard
Framework
White Paper
By: Charles Bloomfield
Insightformation, Inc.
Published: May 2002
For the latest information, please see /business/bi/
Abstract
This paper describes the Microsoft® approach to developing and implementing a Balanced
Scorecard for enterprise performance management. It presents basic information on the Balanced
Scorecard performance management methodology, and identifies key business issues that must
be addressed in developing and deploying a balanced scorecard. The paper then presents the
Microsoft Balanced Scorecard Framework (BSCF)—a comprehensive set of techniques, tools, and
best practices to speed scorecard implementation using toolsets with which organizations are
familiar.
An extensive body of research and literature describing the Balanced Scorecard exists. That body
of knowledge is constantly being expanded by The Balanced Scorecard Collaborative, Balanced
Scorecard Institute, various consulting organizations, software companies, and client organizations.
This paper cannot comprehensively cover such a complex topic or reflect accurately many of the
nuances of scorecard development and implementation. Instead, it presents a basic conceptual
overview of the Balanced Scorecard. Interested readers are encouraged to use the bibliography
presented at the end of this paper as a guide to more detailed information.
Contents
Executive Summary 1
Introduction 2
About the Balanced Scorecard 3
Background and History 3
Empowering the Knowledge Worker 4
Elements of the Balanced Scorecard 5
Critical Success Factors for BSC Development 8
Common Pitfalls 9
Automating the Balanced Scorecard10
The Microsoft Balanced Scorecard Framework 13
Facets of the Framework13
Conclusion 24
Selected Bibliography25
Useful Web Sites 25
Executive Summary
Traditional performance m
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