Spider Impact Instructional Videos | KPI Management Software
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Instructional Videos

Instructional Videos

Learn at your own pace with our strategic management software videos. Not only do they help you get started with basic topics, but they also cover advanced subjects to help you get the most out of Spider Impact.

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Book sitting on a desk next a laptop playing a training video about the balanced scorecard.

Guided Training Paths

These curated training flows are tailored to quickly get you up to speed for specific roles and objectives. Whether you’re aiming to master the nuances of administration or seeking a quick grasp of the basics, we've designed video playlists to fit your needs.

This is a full tour of Spider Impact 5.6, focusing on how different types of people use the software.
Explains the normalized scoring system and associated colors employed by Spider Impact that provide intuitive visibility to business performance.
Learn about the types of alerts available in Spider Impact and how to manage them.
5 Videos

Introduction to Spider Impact

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Learn about how to create charts, including line, bar, pie, area, donut, and many more. Add analytic items like trend lines, forecasts, reference lines and bands, and stacks.
How to build scorecards, create new organizations, and create & manually update Measures/KPIs.
Create reports for scorecard items, initiatives, and datasets. Sort, apply formatting, group, aggregate, and more.
18 Videos

Going from 0 to Power User

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Build dashboards with the free-form canvas using chart, bubble, note, speedometer, image, and text widgets.
Quickly auto-generate and customize a strategy map in Spider Impact.
You can create geographic maps in the Charts section that visualize your geographic datasets data. They're fully interactive, allowing you to zoom in and out, filtering your data by region. You can even embed maps on dashboards.
6 Videos

Mastering Data Visualization

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All Videos

Explore our extensive collection of training videos that delve into every corner of Spider Impact. From beginner-friendly tutorials to in-depth feature breakdowns, our video library is designed to provide clarity and knowledge at your fingertips.

Webinar Administration Getting Data in and Out Visualizations KPI Automation Getting Started Introduction Configuration Building Scorecards Security Dashboards Presentation Basic Concepts Scoring Strategy Initiatives Projects Tasks Data Analysis Roll-Up Templates Data Governance Scorecard Creation Charts Graphs Datasets Exporting & Sharing Earned Value Management Spider Strategies Balanced Scorecard Reports Business Intelligence Briefings Meeting Prep Custom Calendars By Industry Bookmarks Alerts Strategy Maps Workflow & Approvals New Software Releases Data Capture Forms Geographic Maps

Getting Started

Spider Impact Overview

Overview of Spider Impact 5.6

This is a full tour of Spider Impact 5.6, focusing on how different types of people use the software.

Logging into Spider Impact

Logging In & Home Section

Logging in, overall navigation, and the Home section - including Alerts, My Measures/KPIs, Measure/KPI Updates, and My Tasks.

Scoring and Colors

Scoring and Colors

Explains the normalized scoring system and associated colors employed by Spider Impact that provide intuitive visibility to business performance.

New Functionality in Spider Impact 5.6

What's New in Spider Impact Version 5.6

Spider Impact 5.6 delivers improvements in virtually every area of the software, but the theme of this release is getting data in and out of Spider Impact. Forms now have advanced logic so they can react to user input as they collect data. There’s a new API for organizations and scorecards, allowing you to see your KPI performance in apps outside of Spider Impact. Most importantly, there’s now an ability to import data from any app that has a web service API.

Introducing Spider Impact

Introduction to Spider Impact

The world continues to experience unprecedented change. You need to quickly adapt by focusing both employees and initiatives on achieving strategic outcomes. Spider Impact helps you succeed, regardless of how frequently or dramatically market conditions change.

Earned Value Management in 90 Seconds

Earned Value Management in 90 Seconds

This is a 90-second explanation of exactly what earned value management (EVM) is and how you can use it to manage projects. Along the way you'll see how simply measuring how much work you've completed and how much you've spent can predict whether your project will finish on time and under budget.

Balanced Scorecards in 2 Minutes

Balanced Scorecard in 2 Minutes

This is a 2-minute explanation of exactly what a balanced scorecard is and how it guides your organization to success. Along the way you'll see how all of the pieces of strategy fit together, starting with the four perspectives, moving into strategic objectives, building a strategy map, and finally managing performance.

Personal Settings

Creating Bookmarks in KPI Dashboards

Creating Bookmarks

Create bookmarks for yourself and other users in Spider Impact.

Setting and Managing Alerts

Setting and Managing Alerts

Learn about the types of alerts available in Spider Impact and how to manage them.

Building

Balanced Scorecard Creation

Creating Scorecards

How to build scorecards, create new organizations, and create & manually update Measures/KPIs.

Initiatives Tasks and Milestones

Initiatives, Tasks, and Milestones

Introduction to creating Initiatives, Tasks, and Milestones and how to relate and present those elements along with the scorecard measures they are intended to affect.

Creating Strategy Maps

Creating Strategy Maps

Quickly auto-generate and customize a strategy map in Spider Impact.

Creating Dashboards

Creating Dashboards

Build dashboards with the free-form canvas using chart, bubble, note, speedometer, image, and text widgets.

Creating Charts for KPI Software and BI

Creating Charts

Learn about how to create charts, including line, bar, pie, area, donut, and many more. Add analytic items like trend lines, forecasts, reference lines and bands, and stacks.

Create reports for full BI with strategy

Creating Reports

Create reports for scorecard items, initiatives, and datasets. Sort, apply formatting, group, aggregate, and more.

Business intelligence datasets - creating and using

Creating and Using Datasets

Learn about the business intelligence layer that powers all of Spider Impact. Create, links, update, and explore unstructured data. Create dataset KPIs powered by underlying data.

Presenting Performance Data with Dashboards

Creating and Using Briefings

See the value of Briefings for presenting performance data and learn how to quickly create them.

Building Scorecards via Imports

Building Scorecards and Initiatives via Imports

Automate the creation and updates of scorecards/initiatives from spreadsheets and databases.

Performance management software templates

Advanced: Building Scorecards Using Copy, Templates, and Rollups

If you're building multiple scorecards with similar measures, save a lot of time and effort by using Copy, Templates, and Rollups.

dataset rollup trees for data aggregation

Advanced: Dataset Rollup Trees

Discover the transformative power of dataset rollup trees with our comprehensive video guide. From the basics to advanced applications, learn how to utilize Spider Impact for aggregating hierarchical data and managing extensive user permissions effortlessly. Using a practical example of fake U.S. Army physical fitness test data, the video demonstrates the step-by-step process of creating and analyzing datasets, including setting up roll-up trees, assigning user permissions, and leveraging data for insights. Perfect for organizations seeking to streamline data management and enhance decision-making capabilities. Watch now to unlock the potential of dataset roll-up trees in your data strategy.

creating linked scorecard items

Linked Scorecard Items

Creating Linked Scorecard Items in Spider Impact. This allows you to track KPIs in one place yet use the data everywhere. Create themed scorecards.

creating files, notes, and related items

Files, Notes, and Related Items

Using Files, Notes, and Related Items to keep information at your fingertips. This allows you to see the relationships between items in the software.

Creating data collection forms and sharing them outside of Spider Impact

Creating Geographic Maps

You can create geographic maps in the Charts section that visualize your geographic datasets data. They're fully interactive, allowing you to zoom in and out, filtering your data by region. You can even embed maps on dashboards.

Getting Data In and Out

Creating Charts and Reports KPI Software

KPI Value Approval

Optionally enable KPI value approval. Whenever a new KPI value is entered, its owner must approve the new value before it shows up in Spider Impact.

dashboard sharing without a licence

Shared Dashboards

Create shared dashboards for use outside Spider Impact. Embed live dashboards in external portals.

Scheduling data imports and exports

Scheduled Imports and Exports

Schedule imports from spreadsheets, databases, and web services. Schedule reports and dashboards to arrive in your email.

Spider Impact's API for Sharing Performance Data

Sharing Data with Impact's API

Spider Impact has an API for other software to read information about organizations and scorecards. This video covers managing API Tokens in the administration section, as well as exploring the Spider Impact API in the interactive documentation.

Importing from REST Web Services

Importing Data from REST Web Services

Spider Impact can pull data from REST Web Services. This works great with any kind of data, including datasets, KPI and initiative values, scorecards, and initiatives. This video walks you through how to create import connections as well as the imports that use them.

Creating data collection forms and sharing them outside of Spider Impact

Creating and Sharing Forms

Forms is a section in Spider Impact that allows you to build forms that add and update dataset records. It’s perfect for supplementing datasets with additional fields that aren’t tracked in the system of record, but it’s also great for collecting and managing data that isn’t stored in any system of record.

Using Zapier to Import Data from Over 5,000 Apps

Importing Data with Zapier

With Zapier, you can import data into Spider Impact from thousands of applications. This video uses Google Analytics as an example, and includes advanced date transformations.

Administration

Creating and Using Calendars

Creating and Using Calendars

Create and manage system calendars within Spider Impact.

Users, Groups, and Permissions

Users, Groups, and Permissions

Discover the intricacies of managing users, groups, and permissions in Spider Impact with our detailed video guide. You'll learn how to navigate the organization tree, create and manage groups with various levels of access, and assign specific permissions to enhance data governance. The video walks through real-life scenarios, such as setting up a Marketing Admin group with Power User privileges, and demonstrates how to fine-tune access to datasets, ensuring data security and compliance. By watching, you'll gain insights into the software's robust permission system, enabling you to confidently audit and control access within your organization. This is an invaluable resource for anyone looking to streamline their data management processes in Spider Impact.

Replacing a User Spider Impact

Replacing a User

See what to do if you need to replace an existing user with a new user or employee within Spider Impact.

Webinars

Strategic management software for local government

Solving the Diverse Challenges of Local Government

Discover how managing performance and strategy across a wide variety of services and vastly distributed stakeholders can be achieved and automated! See real-world examples from public works to police staffing to tracking building permits--showing how initiatives can be put in place and monitored to drive desired performance outcomes--all while balancing data security and public information transparency.

Amp Up Your Management Meetings

Amp Up Your Management Meetings

See how you can utilize Spider Impact to save time, money, and the environment while delivering the most interactive and visually impactful meetings you’ve ever had.

Unlocking the Power of Initiatives

Unlocking the Power of Initiatives

Underachieving in different areas of your business and not sure where to turn? See how Spider Impact helps leverage strategic initiatives to improve performance, make shrewd investments, and meet personal goals.

Scoring and performance management software

Comparing Apples & Oranges to Manage Strategy

To visualize and understand your strategic performance, you need to see individual and unique KPIs/measures within a common framework or context. Watch to discover how Spider Impact allows you to track all KPI/measure types and easily understand their combined impact on individual corporate objectives and overall strategy.

Tracking Employee Performance with Spider Impact

Tracking Employee Performance with Spider Impact

One of the most common questions we receive is whether or not Spider Impact can manage corporate performance to the individual employee level. To that question, we offer a resounding YES. And we're excited to show you how. In this webinar you'll discover how to: - Use employee scorecards and dashboards to monitor and correct performance behaviors - Compare and contrast employee performance at a glance - Utilize initiatives to course correct behavior and drive future performance - Deliver meaningful, results-based one-on-one conversations

Automating Your Strategy for Balanced Scorecards or KPIs

Webinar: Automating Your Strategy

In this webcast, we will review why and how to automate your strategy in Spider Impact. Watch to discover how Spider Impact enables organizations to quickly build up their entire performance management process in one easy-to-use, interactive, online solution.

Using Spider Impact to strategically manage performance

Webinar: Managing Performance at All Levels

In this webcast, we review how the dynamic performance management capabilities of Spider Impact have assisted businesses in re-focusing during the very challenging business year of 2020--a year that forced many business to pivot away from typical business practices in order to succeed.

Using Dashboards to Bring Strategy to Life

Using Dashboards to Bring Strategy to Life

To learn more about how to effectively use dashboarding software as part of a performance management review meeting cadence, join BSI Chief Operating Officer David Wilsey and Spider Strategies Customer Experience and Training Consultant Tom Keating for a 1-hour webinar.

KPI Dashboards Best Practices

Best Practices for Dashboard Development

This session will explore the best practices you need to start creating powerful dashboards for your organization.

Exploring Data Automation Techniques

Exploring Data Automation Techniques

Don't miss this opportunity to learn how to simplify the importing of data into QuickScore/Scoreboard.

Calculating Advanced Performance Metrics

Leveraging Advanced Calculations

In this QuickScore/Scoreboard Education Session, we will cover the creation of advanced calculations--leveraging functions like SUM, AVG, TO DATE, IF, and ISNULL.

QuickScore Scoreboard General Administration Topics

QuickScore/Scoreboard General Administration Topics

This session is for anyone looking to learn the fundamentals of QuickScore/ Scoreboard Administration, or to simply get a refresher on core capabilities.

Using Initiatives to Drive Performance

Using Initiatives to Drive Performance

This session will cover various techniques for getting more value from the Initiatives section of QuickScore/Scoreboard.

KPI Dashboards Best Practices

“Simple Life Hacks” for QuickScore Scoreboard Users

Join this session to learn time-saving tips and tricks in QuickScore/Scoreboard.

Ask Experts

“Ask the Experts” – Common User Questions Answered

Join us as we address user-submitted questions and some of the most common user challenges with QuickScore/Scoreboard.

An Introduction to QuickScore Scoreboard

An Introduction to QuickScore Scoreboard

If you’re just getting started with Spider Impact (formerly QuickScore/Scoreboard), you don’t want to miss this session!

Replacing Scoreboard Users

Replacing Scoreboard Users - March 2019 Webinar

This Scoreboard Webinar from March 2019 covers 2 methods for replacing an existing Scoreboard user with a new user who needs to take over the old user's responsibilities

Capabilities of QuickScore

QuickScore - Did you know you can do THIS? Webinar Feb 2019

This webinar briefly covers nuances and capabilities of QuickScore that we think many customers may simply not know about. Bookmarks, Search, Related Items, Send To, Info, History, Documents, Linked Items and Notes are discussed and presented.

Introduction to Scores and Colors in QuickScore

QuickScore Scores and Colors webinar Jan 2019

This webinar recording introduces and explains the normalized scoring system and associated colors employed by QuickScore that provide intuitive and insightful visibility to business performance tracked by QuickScore

Introduction to Scores and Colors in QuickScore

Scoreboard Scoring and Colors Webinar Jan 2019

This webinar recording introduces and explains the normalized scoring system and associated colors employed by Scoreboard that provide intuitive and insightful visibility to business performance tracked by Scoreboard

Using Templates and Rollups for QuickScore V3.2

Webinar: Using Templates & Rollups for QuickScore V3.2

This video introduces you to using Templates and Rollups that can potentially save you time and effort in QuickScore 3.2. Concepts covered include: An Introduction and Overview of Template Scorecards An Introduction and Overview of Rollup Values through Templated Scorecards A Demonstration of Templates and Their Use A Demonstration of Rollup Value Use

Money Spent on IT

Webinar: Using Templates & Rollups for Scoreboard V3.2

This video introduces you to using Templates and Rollups that can potentially save you time and effort! Concepts covered include: An Introduction and Overview of Template Scorecards An Introduction and Overview of Rollup Values through Templated Scorecards A Demonstration of Templates and Their Use A Demonstration of Rollup Value Use

Importing Data from a Relational DB and SOAP Data Source into Scoreboard

Importing from Databases or SOAP into Scoreboard

This is the September 2018 Educational Webinar brought to you by Spider Strategies' Customer Experience Team. This video covers how to automate the importing of data into Scoreboard V3.2 from a relational database and a SOAP web services data source.

Importing Data from a Relational DB and SOAP Data Source into QuickScore

Importing from Databases or SOAP into QuickScore

This is the September 2018 Educational Webinar brought to you by Spider Strategies' Customer Experience Team. This video covers how to automate the importing of data into QuickScore V3.2 from a relational database and a SOAP web services data source.

Other

About Spider Strategies

About Spider Strategies

A brief introduction to Spider Strategies, including our history, company, and culture.

Careers at Spider Strategies

Careers at Spider Strategies

Spider Strategies is a small, award-winning company that places a premium on work-life balance and flexibility. If you have what it takes to join the Spider Strategies team, you'll enjoy competitive pay, fantastic benefits, and one of the best work environments in Washington, DC.

Spider Strategies and Government

Spider Strategies and Government

Spider Impact lets you align organizations and commands for a comprehensive, action-oriented view of your data.

Experience Spider Impact for Free

Schedule a live demo or claim your free 30-day trial. We’re standing by to either show off Spider Impact or turn your data into a prototype for free.

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