This 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.

The self-study e-learning includes:

• Annotatable course notes in PDF format.
• Virtual Lab time to practice.

Learn how 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.

Who should attend

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

Formats available	Standard duration
e-Learning:	21 hours/180 day license	System Requirements

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

This course addresses SAS Strategy Management software.

Getting Started with SAS Strategy Management

• Introduction to SAS Strategy Management.
• Organization of the Portal Page.
• Exploring a strategy: the Parcel Express business scenario.

Building a Strategy in the SAS Strategy Management Builder Interface

• Defining a time period set.
• Defining a template.
• Creating a project.
• Creating a scorecard.

Working with Element Types

• Adding elements.
• Creating a range.
• Creating column selections.
• Defining element associations.

Adding Detailed Information to the Strategy

• Manually entering data.
• Entering multiple values.
• Using formulas.
• Using rules.
• Creating links.
• Importing data.
• Batch maintenance facility.

Completing Your Strategy

• Introduction.
• Managing scorecard hierarchies.
• Adding a diagram to the strategy.
• Creating forms and a workflow.
• Project options.

Working with Users

• Users and permissions.
• Creating thresholds and alerts.

Using the SAS Strategy Management Portal

• Adding pages and portlets.
• Editing classic and enhanced. portlets
• Understanding views.

Reporting Results

• Reporting on the strategy.
• Using Microsoft Office to create reports.

Administering Your Strategy

• Introduction.
• Administrative tasks.