Release 2011-11-30: Improved graphs and Move Strategy

Improved graphs in PlanBase Scorecard bring a new level of visual management to performance measurement:

• Green, yellow, and red background shading highlights on-track, behind-plan, and off-track performance over time.
• Click on any graph to display a full-size version suitable for presentations, printing, or copying to other applications outside of PlanBase Scorecard

As another improvement, you can now move strategies around when building or modifying a plan in PlanBase Hoshin. Easily undo a move if you change your mind. This feature enables you to:

• Move an objective/strategy to a different part of a plan
• Combine one plan into another
• Promote an objective/strategy to its own new plan.

Existing customers can access ShowMe learning modules on these new features.

Inquire today about how PlanBase Hoshin and PlanBase Scorecard can elevate your planning and process improvement!

Release 2011-05-09: Data Subsets

Scorecard Improvements

• "Metric Subsets" have been renamed, "Data Subsets" because in addition to picking metric types, you can now choose your favorite sub-entities. This facilitates a greatly pared-down Heat Map, Metric Contributors, and Variance Analysis (when you add a Pareto analysis on the Process Review screen).
• The Heat Map screen now has a Show Targets button to display targets as well as actuals. When not showing targets you can still hover over an actual value to see the target, units, and what-is-better (more/less/closer).
• When showing targets, the Heat Map screen now shows a label indicating which row is actual and which is target.

Focus reviews with data subsets

Businesses commonly track a large number of metrics on their scorecards, but individual leaders need to focus their reviews on the subset of data most meaningful to them. PlanBase Scorecard lets you define subsets of the metrics and sub-entities most essential to you for a more concentrated view of every Scorecard screen, but particularly of the Heat Map screen.

Use a subset by selecting it in the Data Subsets drop-down tab in the top navigation section of any Scorecard View screen. Selecting a data subset is sticky - it stays selected when you navigate between the Scorecard View screens. To view all metrics and entities again, select *All Data* from the same drop-down, or click a link in the left-hand navigation pane, or edit something on the Entity View screen.

New Release of PlanBase Hoshin provides Monthly Reviews, Reporting, and Security Enhancements

Monthly Reviews

PlanBase Hoshin now supports monthly reviews as well as quarterly. It takes just 3 clicks to change any existing plan from a quarterly review schedule to a monthly one. You don't have to make up your mind: you can change it from monthly to quarterly and back again as often as you like without loosing any data!

Dashboarding

A reporting dashboard has been added to the Plan Status screen that allows you to filter by status, depth, or function: "Show me what's red!" It is also possible to email all the owners of the strategies in a plan or just the owners that show up in any slice of data you select on this screen.

Language Support

Characters used in most of the world's writing systems are now supported along with the Euro symbol (€). This means you can enter data into the system in Arabic, Armenian, Balinese, Bengali, Bopomofo, Braille, Buginese, Buhid, Cherokee, CJK Unified, Coptic, Cyrillic, Devanagari, English, Ethiopic, Georgian, Glagolitic, Greek, Gujarati, Gurmukhi, Han, Hangul Jamo, Hanunoo, Hebrew, Hiragana, Kanbun, Kannada, Katakana, Khmer, Lao, Limbu, Malayalam, Mongolian, Myanmar, NKo, New Tai Lue, Ogham, Oriya, Phags-pa, Runic, Sinhala, Syloti Nagri, Syriac, Tagalog, Tagbanwa, Tai Le, Tamil, Telugu, Thaana, Thai, Tibetan, Tifinagh, and Yi (partial list).

Security

At PlanBase we are always striving to keep our clients' data as secure as possible. Several new security enhancements were rolled out with this release:

• Accounts are now locked after 13 months of inactivity (a shorter period is available upon request).


• Password expiration is now available upon request.


• PlanBase Hoshin has always picked the strongest encryption a browser/client would support, but now it actually refuses to connect using outdated encryption schemes. Any modern browser and operating system which is still supported by its vendor should continue to work just fine (Windows® 2000 must have all the latest patches applied).

Streamlined Experience

We have worked very hard to make this version even easier to learn and to allow advanced users to perform their work even faster with fewer clicks and less reading. All the new functionality has been added to the online help system which we also make available to our clients as a printed manual.

Find Out More!

If you are interested in learning more about PlanBase Hoshin, please watch our audio/video PlanBase Hoshin Demonstration. You can also Contact Us for more information or to evaluate PlanBase Hoshin for use in your organization.

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