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Implementing a Three-Level Balanced Scorecard System at Chilquinta Energía

Case 9 65 2010 001
Case published in the International Journal of Case Studies in Management, Vol. 8, No. 2
Languages : 
  • English
Keywords: 
  • Business intelligence,
  • Balanced scorecard
Year of production : 
2006
Registration date : 
2010-05-15
Teaching notes included : 
Yes
Abstract

This case describes the implementation of a business intelligence project in a South American holding composed of Chilquinta Energía, the third-largest distributor of electricity in Chile and one of the leading energy companies in Latin America, Energas S.A., which distributes natural gas to 34,000 customers in Chile, and Tecnored, an energy service company. Balanced scorecard concepts are not easy to put in place and the Chilean group decided to adopt an original and difficult approach: to learn and implement the BSC without the traditional leadership of external consulting. Despite the success of the implementation, the case outlines the ongoing challenges facing this type of multi-functional project.

Primary domain : 
Information technology
Secondary domain : 
Not available
Sectors : 
  • Energy and raw materials
Source : 
HEC Montréal
Type : 
Traditional case 
Type of data used in the production of the case : 
Undefined
Event location : 
Chile
Year of start of the event : 
2003
Year the event ended : 
2004
Business size : 
Big
Teaching objectives
  1. To introduce students to the concept of business intelligence (BI) and specifically to the concepts of the balanced scorecard (BSC) and strategic maps.
  2. To provide students with the opportunity to identify the major challenges associated with launching a new IT project, particularly BI and BSC projects.
  3. To enable students to develop implementation plans that address those major challenges and that provide sound strategies and guidelines to purposively address them.