ESM is a suite of web-based applications that facilitate robust strategy/BSC and performance management throughout an organization.

ESM+Perform enables organizations to link performance reviews directly to the organizational strategy, while increasing collaboration, positioning personal performance in the right context for execution, and increasing the level of participation and engagement of employees.

With over 16 years of history it is the original BSC SaaS platform and the only strategy management software created under the guidance of Dr. Robert S. Kaplan and Dr. David P. Norton – creators of the Balanced Scorecard methodology. ESM was born out of the consulting industry to meet the needs of strategy practitioners worldwide. CPM, Risk, Employee Performance, Initiative Programs integrate with ESM so you can execute on all facets of your corporate strategy in one place.

“The Balanced Scorecard works. With the ESM Suite, it works even better.”


Optimized for Strategic Alignment and Communication

Personal Balanced Scorecards (PBSC) drive strategy execution by enabling your organization to align its strategy down to the individual level. ESM’s PBSC module facilitates the alignment of individual contribution to corporate direction. Each employee’s PBSC works to align their personal objectives to higher level strategic elements (theme, objective, measure, or initiative) while organically developing individual commitment, responsibility, and accountability to the overall strategy. Each personal objective is further cultivated through strategic competencies and a personal development plan; the knowledge, skills, and values required of employees to achieve their personal objectives.



PBSC 2.0 provides employees with the opportunity to answer the question, “How do I support the strategy?” by describing how they challenge themselves against the strategy in a given period. The PBSC becomes a road map, fueling each employee’s commitment by aligning their everyday tasks to the organization.

Get Started Quickly and Easily!

The PBSC 2.0 wizard walks each user through the PBSC creation process to ensure successful alignment of personaI objectives to the strategy.

Align the Organization from Top to Bottom

Link personal objectives to any objective, measure or initiative on any one of the enterprise scorecards for a more comprehensive alignment process.

Perform a more logical performance review process to match today’s performance review methodology

Since accountability for employees work extends beyond just one reviewing manager, employees can establish objective level reviewing managers as well as a second level sign-off manager.

If desired, performance development plans and PBSC scores can be weighted and combined for a final score.

Painless personal scorecard creation from one review cycle to the next

PBSC account administrators can take advantage of scorecard cloning and copying features to easily move from one review eye I e to the next, thereby eliminating the burden of having to rebuild individual scorecards.

Additional Features Include:

  • Automatic Evaluation
  • Email Notifications
  • Development Plan Reporting
  • PDF Report Exports
  • Streamlined Review Process


We believe that the re-thinking and review of an organisation’s fundamental business is becoming increasingly critical to ongoing value creation, profitability and sustainability.