SAS strategy management - building and managing a scorecard strategy

By attending SAS Strategy Management - Building and Managing a Scorecard Strategy workshop, Participants will learn to:

  • create a project, template, and scorecard hierarchy
  • manage a scorecard hierarchy
  • create element associations; create and apply thresholds, ranges, and column selections
  • create diagrams, create and use aggregate views, and create and view comments
  • create and display dashboards
  • access a scorecard through Microsoft Office
  • apply security
  • use the Batch Maintenance Facility to create and maintain models in a batch mode
  • use the SAS Information Delivery Portal

The SAS Strategy Management - Building and Managing a Scorecard Strategy training course focuses on how to surface information clearly, accurately, and quickly; expose relationships among activities and their impacts on shareholder value; determine which activities drive others and what impact these activities have on organization performance; and identify potential problems by determining their root causes.

This course requires no prior SAS experience or training. Before attending this course, they should have experience building, implementing, and using at least one kind of performance management framework, for example, a balanced scorecard.

Modelers, business analysts, and administrators who are responsible for building the strategy and the portal content.

COURSE AGENDA

  • adding elements
  • creating a range
  • creating column selections
  • defining element associations
  • defining a time period set
  • defining a template
  • creating a project
  • creating a scorecard
  • introduction to SAS Strategy Management
  • organization of the Portal Page
  • exploring a strategy: the Parcel Express business scenario
  • manually entering data
  • entering multiple values
  • using formulas
  • using rules
  • creating links
  • importing data
  • batch maintenance facility
  • managing scorecard hierarchies
  • adding a diagram to the strategy
  • creating forms and a workflow
  • project options
  • users and permissions
  • creating thresholds and alerts
  • adding pages and portlets
  • editing classic and enhanced portlets
  • understanding views
  • reporting on the strategy
  • using Microsoft Office to create reports
  • administrative tasks