Proposed theoretical model
| Phase | Activity | Task |
|---|---|---|
| BI planning | Project planning | Creation of project teams |
| Project scope and objectives | ||
| Project activities and resources | ||
| Project communication plan | ||
| BI analysis and design | Business re-design | Internal and external analysis of the organization |
| Mission, vision, values, strategy | ||
| Identification of critical success factors | ||
| Strategic balanced scorecard design | Definition of perspectives, objectives and indicators, at a strategic level | |
| Strategic cause-effect map | ||
| Business process re-engineering | Process analysis. AS-IS model | |
| Process redesign. TO-BE model | ||
| Determine the key business processes for success | ||
| Business processes improvement plan | ||
| Tactical and operational balanced scorecard design | Definition of indicators at the operational level | |
| Indicators cause-effect map | ||
| Balanced scorecard validation | Indicators system validation | |
| Cause-effect relationships validation | ||
| BI implementation | BI computer system implementation | BI software implementation and integration with other enterprise systems |
| Human resources | Training seminars | |
| BI control | Project monitoring and continuous improvement | Monitoring of the achievement of the BSC goals |
| Action plans |
| Phase | Activity | Task |
|---|---|---|
| BI planning | Project planning | Creation of project teams |
| Project scope and objectives | ||
| Project activities and resources | ||
| Project communication plan | ||
| BI analysis and design | Business re-design | Internal and external analysis of the organization |
| Mission, vision, values, strategy | ||
| Identification of critical success factors | ||
| Strategic balanced scorecard design | Definition of perspectives, objectives and indicators, at a strategic level | |
| Strategic cause-effect map | ||
| Business process re-engineering | Process analysis. AS-IS model | |
| Process redesign. TO-BE model | ||
| Determine the key business processes for success | ||
| Business processes improvement plan | ||
| Tactical and operational balanced scorecard design | Definition of indicators at the operational level | |
| Indicators cause-effect map | ||
| Balanced scorecard validation | Indicators system validation | |
| Cause-effect relationships validation | ||
| BI implementation | BI computer system implementation | BI software implementation and integration with other enterprise systems |
| Human resources | Training seminars | |
| BI control | Project monitoring and continuous improvement | Monitoring of the achievement of the BSC goals |
| Action plans |
Source(s): Authors own creation
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