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Leading Consulting Firm in Innovation and Balanced Scorecard
Instrategy’s solid knowledge and experience allow us to provide our clients with all the resources they need to achieve high performance. Our unique business model, specializing in strategy management, positions us as a leading consulting firm for the implementation of strategic innovation and Balanced Scorecard projects. We view our clients as business partners, helping them, through our expertise, to build strategic processes that generate real value for their customers and effective operating models supported by a competent workforce. We strive to be a trusted advisor, co-creating substantial improvements in the performance of their organizations.
Main Clients
We see our clients as business partners, helping them leverage our expertise to build strategic processes that generate real value for their customers and effective operating models supported by a competent workforce. We aim to be a trusted advisor, co-creating substantial improvements in their organizations’ performance. Some of our clients for whom we have implemented world-class Balanced Scorecard software.
The Mexican company, known for brands such as Cloralex, Pinol, and Flash, has 5 plants and distribution centers in Mexico and the USA, and more than 3,100 employees.
Services performed:
Development of the BSC Strategic Model and Implementation of the Corvu Software. Scope: Global Strategic BSC and 6 Directions.
Grupo Protexa, a key player in Mexico's productive economy, ranks among the most important companies within the broader context of globalization.
Services performed:
Development of the BSC Strategic Model and Implementation of Strategos Software. Scope: Global Strategic BSC, Business Units, Departments, and Corporate Services (15 strategic maps).
Garza Ponce, a pioneer in public and private construction. Its success, based on excellence in quality and cost, led the company 20 years ago to diversify into the real estate sector, participating in industrial, residential, and commercial projects.
Services performed:
Development of the BSC Strategic Model and Implementation of Hyperion Software. Scope: Global Map – Residential Construction Division.
Banco Wiese Sudameris is the result of the integration of Banco Wiese Ltdo. and Banco Lima Sudameris, institutions with a long and distinguished history in the Peruvian banking market. It has the international backing of the Intesa Financial Group, a leader in Italy and one of the top ten in Europe.
Services performed:
Development of the BSC Strategic Model and Implementation of Oracle BSC Software. Scope: Global Strategic BSC.
Scotiabank, founded in 1832 in Nova Scotia, is the Canadian bank with the largest international presence and one of the leading financial institutions in North America.
Services performed:
Development of the BSC Strategic Model and Implementation of Oracle BSC Software. Scope: Global BSC and all business units and support areas (15 Scorecards).
A company belonging to a renowned and prestigious business group, committed to the efficient management of pension funds in Peru.
Services performed:
Development of the BSC Strategic Model and Implementation of Oracle BSC Software. Scope: Global BSC and business units (5).
A company with a strong position in the Peruvian insurance market, belonging to two major partners: Credicorp, a financial conglomerate in Peru, and American International Group, the largest North American insurance consortium, with a presence in more than 130 countries.
Services performed:
Development of the BSC Strategic Model and Implementation of Oracle BSC Software. Scope: BSC Global.
A state-owned company operating under private law, it promotes investment in hydrocarbon exploration and production activities. It markets hydrocarbons from contracted areas through third parties, operating under free market principles, as a service.
Services performed:
Development of the BSC Strategic Model and Implementation of Oracle BSC Software. Scope: BSC Global.
América Móvil Perú is a mobile telecommunications company based in Mexico and a leader in Latin America. It operates under the registered brand “Claro” and provides coverage throughout the country.
Services performed:
Development of the BSC Strategic Model and Implementation of Oracle BSC Software. Scope: Information Technology Department.
Zinc refinery, dedicated to the manufacture of primary precious and non-ferrous metal products. It belonged to the TekCominco-Canada Group, after which it was acquired by the Brazilian company “Votorantim Metais”.
Services performed:
Development of the BSC Strategic Model and Implementation of Oracle BSC Software. Scope: Global Strategic BSC.
This state-owned company operating under private law in Peru facilitates homeownership through the resources of the MIVIVIENDA Fund.
Services performed:
Development of the BSC Strategic Model and Implementation of the Oracle BSC Software. Scope: Global Strategic BSC.
A Mexican company, located in Monterrey, Mexico. It currently has a presence in the Americas, Asia, Africa, Oceania, and Europe.
Services performed:
Development of the BSC Strategic Model and Implementation of Oracle BSC Software. Scope: Development of the Strategic Plan, BSC, and implementation of Cognos to automate the Balanced Scorecard.Testimonials
InStrategy is one of the most experienced and committed firms in implementing the Balanced Scorecard. The results obtained during my time at the Protexa Group were very satisfactory and contributed to improving strategic direction and the execution of plans at the corporate level and in the Group’s various business units.
Fernando Olvera Escalona
General Director of Protexa Group
– México
The Balanced Scorecard helps us improve the alignment of the organization with the Bank’s strategic objectives, integrating tangible and intangible perspectives into change management, and balancing short-term and long-term goals. We have an excellent set of tools for monitoring the Strategic Plan to achieve our vision of being the Bank that empowers Peruvians to become entrepreneurs.
Carlos Gonzales-Taboada
General Manager of BWS Banco Wiese Sudameris
In the strategy deployment process, we achieved greater alignment of all employees with the strategic objectives. In addition to the company’s strategic map and dashboard, we developed five additional maps for each area, all fully aligned with the overall map. The tool facilitated the modeling and deployment of the maps, objectives, and indicators (more than 200 across all levels). Furthermore, it helped us establish a central repository for all the information expressed in objectives, indicators, and projects within the various maps. Online web accessibility enabled timely communication with employees, ensuring they have the necessary information to monitor the progress of strategic initiatives at all levels.
Mariano Paz Soldán
General Manager Profuturo AFP
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