IBCS Workshop –
Application of the SUCCESS formula

Supplementary two-day workshop (prerequisite: IBCS with SUCCESS training) on the practical application of IBCS's SUCCESS formula followed by an optional online test for becoming an IBCS Certified Analyst. Either classroom or online.


Through numerous hands-on exercises, participants will be able to apply IBCS’s SUCCESS formula to reports, presentations, and dashboards in practice.


Participants of this workshop have already attended the introductory IBCS with SUCCESS training.

Attendance fee

Unless otherwise stated, the attendance fee is EUR 1,990 (classroom) and EUR 1,890 (online) plus VAT. Participants booking the IBCS Workshop as a part of the IBCS Certified Analyst course benefit from a package price.

More details

IBCS Certified Analyst

After the workshop you can take an online exam for getting the certificate ‚IBCS Certified Analyst‘. There is a playground test with 10 access codes for learning purposes available.

Online test (playground)

IBCS Certified Trainers

Dr. Jürgen Faisst

Managing Partner at HICHERT+FAISST IBCS Institute and Managing Director of the IBCS Association

Ronald van Lent

Ronald van Lent is Managing Partner at JUGO in The Netherlands. JUGO provide Business Intelligence consultancy and one focus area is data visualization applying the IBCS concept.

Edyta Szarska

Edyta Szarska is an IBCS© Certified Trainer at IBCS Institute and founder of Controlling Partner in Poland. Controlling Partner is an advisory and training company focused on controlling development for better decision making by improving communication between financials and business.

Markus Wolff

Markus Wolff is Co-Founder and Managing Director of chartisan GmbH, a service provider for data visualization and reporting solutions.

Dr. Mladen Meter

Dr. Mladen Meter is Managing Director of Business Effectiveness Ltd. (Poslovna učinkovitost d.o.o.) from Zagreb, Croatia. Business Effectiveness Ltd. provides business advisory and executive education services in controlling and finance area.


Introduction (45 min)

  • Summary of the one-day ‘IBCS® with SUCCESS’ training
  • Objective and overview of the two workshop days

Convey a message (SAY) (75 min)

  • Elaboration of rules for building storylines, using appropriate wording, and highlighting messages
  • Individual exercise on wording

Organize content (STRUCTURE) (90 min)

  • Elaboration of rules for consistent, mutually exclusive, and collectively exhaustive structuring
  • Group exercise on the improvement of poorly structured text

Choose proper visualization (EXPRESS) (120 min)

  • Elaboration of rules for the proper choice of chart and table types
  • Group exercise with case studies

Avoid clutter (SIMPLIFY) (60-90 min)

  • Elaboration of rules for a cleaner layout
  • Individual exercises on removing clutter from charts and tables

Increase information density (CONDENSE) (60-120 min)

  • Elaboration of rules for adding data and elements to charts and tables as well as objects to screens and pages
  • Group exercise with case studies

Ensure visual integrity (CHECK) (45 min)

  • Elaboration of rules for avoiding misperceptions, in particular wrong scaling
  • Discussion on proper scaling for typical practical challenges

Apply semantic notation (UNIFY) (15-45 min)

  • Elaboration of rules for a consistent semantic notation
  • Necessity and contents of a corporate notation manual

Case studies (90-120 min)

  • Group exercises: Design of report pages supporting given messages
  • Presentation of the results

Enabling corporate adoption of IBCS Standards (30-90 min)

  • Discussion of the requirements for corporate adoption
  • Elaboration of the benefits of a consistent report notation


With classroom courses there is lunch together at 12:30. Snacks and refreshments are served in coffee breaks at around 10:30 in the morning and 15:00 in the afternoon. After day one you are invited for an Apéro – a kind of small reception, at which snacks and refreshments are served.