Spider Strategies 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.

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

Getting Started

Spider Impact Overview

Overview of Spider Impact 5.5

This is a full tour of Spider Impact 5.5, 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.

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.

New Functionality in Spider Impact 5.5

What's New in Spider Impact 5.5

Spider Impact 5.5 is a massive release with major new functionality. It features custom scoring, allowing you to choose exactly how you want to rate your performance. It introduces amazing new data visualizations like geographic maps, heatmap-style colors in reports, and chart sorting. It can pull data from thousands of SaaS tools through Zapier, or from forms you’ve built and shared in the new Forms section. Just as importantly, Spider Impact 5.5 is about refinement. It polishes all the functionality that was introduced in version 5.0, and has dozens of other usability improvements throughout the software.

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 personal bookmarks 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.

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.

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.

Importing & Updating Data

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.

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.

Creating Users and Groups on Dashboards

Creating Users & Groups

Create and manage users & groups within 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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