Consulting

Strategy Workshop

A three-session workshop based on the Intrafocus Strategic Planning Process (SPP)

Balanced Scorecard Certification

A five-day master class and certificate as a Balanced Scorecard Professional

Strategic Planning Resources

If you like our free strategy resources then join the Intrafocus Academy for additional material

Strategic Plan Audit/Review

Let us take a look at your strategic plan to check it contains all the elements needed in a good plan

Resources

Strategic Planning Process (SPP)

Our next generation Strategic Planning Process based on the Balanced Scorecard Methodology

Blog - Intrafocus Insight

New articles published every two weeks, join our mailing list and keep up

Free Strategy Resources

A library of resources for anyone interested in strategic planning and KPI management

Our Customers

Don’t take our word for it, see what the Intrafocus customers have to say.

Software

KPI and Strategy Software

Intrafocus is an EMEA authorised reseller of Spider Impact® from Spider Strategies®.

Spider Impact Video Guides

From getting started all the way through to integration to back-end systems. 

Spider Impact User Guides

A complete set of user guides. Everything you have ever wanted to know from A to Z.

Strategic Plan Generator

Use this application to guide you through creating your strategic plan – lots of examples to look at.

Contact and Help Desk

If you have any questions or need some help or guidance, you can contact us at any time.

Application Administration

You are here:
Estimated reading time: 3 min

If you are an Administrator (Power User) you can access several settings that provide control over the way the application is used.

Click on the small cog at the bottom left-hand side of the screen to open the Administration view.

Some of the other settings in this list have their own guides, indicated below:

My Profile
I
nformation about the current user

My Alerts see guide

Calendars see guide

Users see guide

Groups & Permissions see guide

Shared Dashboardssee guide

Strategy Mapssee guide

Scheduled Exports see guide

Imports

Import Connections

Monitoring
F
unctionality not available at this time

Recalculate All Scores
Occasionally, due to network errors, it may be necessary to recalculate all of the scores

Tree Fixer
Attempts to reinstate a corrupt organisation tree

 

Click on Application Administration. You wil be presented with the following screen:

If you make any changes to the settings don’t forget to click on Save.

The settings are described below.

 

Email Notification

Red Measures Without Tasks
Notify if no task has been added when a Measure turns Red

Note Replied To
Notify when a reply is added to a note created by the user

Red Measures Turning Red
Notify when a Measure turns red

Measure Reminder Update
Notify based on criterion provided in the drop-down list

Notify Owners Of Parents Of Linked Items When Source Is Modified
As stated

 

Scoring

Scores Visible
Scores on gauges in Scorecards visible or not visible

Ignore Gray Scorecard Items For Color Roll-Up
The application will disregard all gray Measures when calculating a roll-up

By Default, Missing Values
If a value is missing, the default can be set to: Make blank, Treat as 0 or Ignore

Show N/A Option
A Not Applicable assignment can be made available for Measures to force a metric to be Gray if a value is not entered. This will remove the Measure from any equations

Non-Metric Colors
This sets the gauge type for Perspectives, Generics, Themes and Objectives i.e. non-metric types

Enable Forward Effect Scoring
Leave as No – this parameter is in place for historical reasons (it determines whether or not the application aggregates scoring forward for smaller than native calendar periods)

Divide By Zero Equals Zero
Usually No but for some systems a zero default is desirable

 

General Settings

Default Calendar Period
Two options: the most recently completed period or the current calendar period.
Usually set to the current calendar period

Always Show Red On The The Left For Speedometers And Gauges
Yes or no – this is a personal preference

Display IDs
Display the object ID in the information screen

Enforce Strong Passwords (Numbers And Letters)
Strong passwords may be required by your security policy

Changes Before A Password Can Be Reused
The number of changes before the same password can be re-used

Force Users To Change Passwords Every Number Of Days
Enter the number of days between forced password changes

Number Of Invalid Login Attempts
The number of failed consecutive login attempts before lockout

Allow Password Reset Via Email
As stated

Show Red Metrics Indicator For Scores Less Than (Leave Blank For No Indicators)
Determines the point at which the red circle exclamation mark icon appears on the Metrics tab of the Scorecard view if a metric is Red.

Require Note When Updating Metrics That Have A Score Less Than
Forces the updater to add a note if the metric score is less than the number provided

Prevent Scorecard Item Changes This Many Days After Archive Date
Scorecard items can be locked (no changes allowed) if this parameter is set

Send Support Request Emails To
The e-mail address of the person who should receive support requests when a user clicks on the support button

YTD Calendar
The default Year to Date (YTD) calendar used for YTD calculations. This can be a customer calendar

Show Welcome Message
Show the welcome message and logo box on the homepage

 

Authentication Settings

Authentication Type
Spider Impact, LDAP, OpenID Connect, Windows Domain or SAML

Note: when using LDAP  orOpenID Connect you still need to add Users and associate them with Groups.

Data Format

Default Number Precision (Decimal Places)
Self-explanatory, use the drop-down

Default Currency Precision (Decimal Places)
Self-explanatory, use the drop-down

Display Format For Users’ Names
Self-explanatory, use the drop-down

Sort Order For Users’ Names
Self-explanatory, use the drop-down

User Titles (Pipe Delimited; I.E. Mr.|Mrs.|Miss)
By specifying user titles (separated by pipes “|”), you are enabling the ability to specify a user title when creating/editing user accounts.

Measure Units (Pipe Delimited; I.E. Kilograms|Miles|Hours)
By specifying measure units (separated by pipes “|”), you are enabling the ability to specify a unit of measure when creating/editing KPIs/Measures.

Allowed Tags (Pipe Delimited, Leave Blank To Allow Any; I.E. Important|Highlighted)
When creating/editing any scorecard object, the “Advanced” section allows you to attribute a “Tag” to that object. Specifying “Allowed Tags” on the Administration screen prevents users from defining their own tags and limits them to only select one of the “allowed” tags.

Default Currency Unit
The currency that will appear as default when creating a currency based measure

Choose Available Currencies
The set of currencies available from which to select the default and drop-down list currencies

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