Implementing a Three-Level Balanced Scorecard System at Chilquinta Energía

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CASE STUDY. 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.

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Implementing a Three-Level Balanced Scorecard System at Chilquinta Energía: Abstract

Implementing a Three-Level Balanced Scorecard System at Chilquinta Energía is a case study by Paulina Arroyo and Marlei Pozzebon.

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.

Teaching objectives

  • To introduce students to the concept of business intelligence (BI) and specifically to the concepts of the balanced scorecard (BSC) and strategic maps
  • To provide students with the opportunity to identify the major challenges associated with launching a new IT project, particularly BI and BSC projects
  • To enable students to develop implementation plans that address those major challenges and that provide sound strategies and guidelines to purposively address them

Additional information

Teaching notes are available for teachers only. Contact the HEC Montréal Case Centre for more information.

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