IBCS workshop -
Application of the SUCCESS formula

Supplementary two-day workshop on the practical application of the IBCS SUCCESS formula. Deepening the 98 conceptual, perceptual, and semantic rules for easier creation and better understanding of reports and presentations. With numerous practical examples and exercises. Followed by an optional online test for becoming an IBCS Certified Analyst.


The main objective of this workshop is enabling the participants in applying the SUCCESS formula of IBCS® to their own reports and presentations.


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  plus VAT. Participants booking the IBCS® workshop in a bundle with an ‘IBCS® with SUCCESS’ training benefit from a reduced package price.

More details

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.

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.


Day 1

Reception and distribution of materials

09:00 Introduction

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

09:45 Convey a message (SAY)

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

11:00 Organize content (STRUCTURE)

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

13:30 Choose proper visualization (EXPRESS)

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

15:30 Avoid clutter (SIMPLIFY)

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

17:00 End of day 1

Day 2

09:00 Increase information density (CONDENSE)

  • 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

11:00 Ensure visual integrity (CHECK)

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

11:45 Apply semantic notation (UNIFY)

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

13:30 Case studies

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

15:30 Enabling corporate adoption of the IBCS® Standards

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

17:00 End of workshop


On all days 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.