SharePoint Dashboard
Best Practices:
An Executive’s Guide
The Executive Dashboard
An interactive view of the health of your company:

© 2013 AllianceTek Inc.
Information to Drive Your Business Forward

© 2013 AllianceTek Inc.
Information to Drive Your Business Forward

Gain business insights
Make informed decisions
Manage by objectives and
except...
SharePoint for Executive Dashboards

© 2013 AllianceTek Inc.
SharePoint for Executive Dashboards
Works well with existing technology
May be in use already
Power-user capabilities
Proc...
Creating a SharePoint Executive Dashboard

© 2013 AllianceTek Inc.
Creating a SharePoint Executive Dashboard

Step 1: Define Your Key
Performance Indicators
 What do you want to achieve?
...
Creating a SharePoint Executive Dashboard
Step 2: Find the data
 Where is it stored?
 Are you capturing the data you

ne...
Creating a SharePoint Executive Dashboard
Step 3: Build the Data Warehouse
 Extract
 Transform
 Load

Often referred to...
Creating a SharePoint Executive Dashboard
Step 4: Make it Visual
 Create initial dashboards internally.
 For more sophis...
Creating a SharePoint Executive Dashboard

Step 5: Get feedback from the team
 SharePoint is not just for top

management...
SharePoint Dashboard Best Practices

© 2013 AllianceTek Inc.
SharePoint Dashboard Best Practices
Avoid information overload -track only what your company
will take action on (KPIs)
Ad...
A Successful SharePoint Dashboard Implementation Means:

© 2013 AllianceTek Inc.
A Successful SharePoint Dashboard Implementation Means:
A Healthy Business that:
 Empowers employees
 Focuses on the big...
AllianceTek is a Software Development company where experienced IT consultants
offer business solutions. Whether you’re a ...
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SharePoint dashboard for enhanced business intelligence

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Learn how SharePoint Dashboards enhance business intelligence. Get premium BI solutions with SharePoint. SharePoint 2010 and SharePoint 2013 development encourages information governance & business automation empowering businesses towards growth & profitability. See more at http://www.alliancetek.com/collaboration-tools.html

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SharePoint dashboard for enhanced business intelligence

  1. 1. SharePoint Dashboard Best Practices: An Executive’s Guide
  2. 2. The Executive Dashboard An interactive view of the health of your company: © 2013 AllianceTek Inc.
  3. 3. Information to Drive Your Business Forward © 2013 AllianceTek Inc.
  4. 4. Information to Drive Your Business Forward Gain business insights Make informed decisions Manage by objectives and exceptions Achieve goals © 2013 AllianceTek Inc.
  5. 5. SharePoint for Executive Dashboards © 2013 AllianceTek Inc.
  6. 6. SharePoint for Executive Dashboards Works well with existing technology May be in use already Power-user capabilities Process automation and business intelligence in one platform Expert assistance readily available © 2013 AllianceTek Inc.
  7. 7. Creating a SharePoint Executive Dashboard © 2013 AllianceTek Inc.
  8. 8. Creating a SharePoint Executive Dashboard Step 1: Define Your Key Performance Indicators  What do you want to achieve?  What key measures would give you the insights you need to achieve your goals? © 2013 AllianceTek Inc.
  9. 9. Creating a SharePoint Executive Dashboard Step 2: Find the data  Where is it stored?  Are you capturing the data you need?  If not, redefine your processes to collect the data. © 2013 AllianceTek Inc.
  10. 10. Creating a SharePoint Executive Dashboard Step 3: Build the Data Warehouse  Extract  Transform  Load Often referred to as ETL © 2013 AllianceTek Inc.
  11. 11. Creating a SharePoint Executive Dashboard Step 4: Make it Visual  Create initial dashboards internally.  For more sophisticated dashboards, partner with someone.  What to visualize, for example: • • • • Number of inquiries Active prospects Average sales cycle time Website visits, demographics of visitors and bounce rates © 2013 AllianceTek Inc.
  12. 12. Creating a SharePoint Executive Dashboard Step 5: Get feedback from the team  SharePoint is not just for top management.  Make sure it works for the team.  If there are issues, make adjustments. The more the team uses your SharePoint executive dashboard, the more your company will benefit. © 2013 AllianceTek Inc.
  13. 13. SharePoint Dashboard Best Practices © 2013 AllianceTek Inc.
  14. 14. SharePoint Dashboard Best Practices Avoid information overload -track only what your company will take action on (KPIs) Address concerns about bigbrother syndrome – people may feel they are being watched and judged Define data needs clearly and concisely Be prepared to see something you don’t like © 2013 AllianceTek Inc.
  15. 15. A Successful SharePoint Dashboard Implementation Means: © 2013 AllianceTek Inc.
  16. 16. A Successful SharePoint Dashboard Implementation Means: A Healthy Business that:  Empowers employees  Focuses on the big picture, not fire-fighting  Spurs growth and profitability A Balanced Life can mean  A good night’s sleep  Attending more of your kids’ baseball games  Visiting friends and relatives you haven’t seen in years  Better golf scores © 2013 AllianceTek Inc.
  17. 17. AllianceTek is a Software Development company where experienced IT consultants offer business solutions. Whether you’re a chief executive officer, chief technology officer, business manager, entrepreneur or software vendor, we can help you connect with your customers, empower your employees, integrate with your vendors, or bring your vision to life. Contact us now. AllianceTek Inc. 112 Moores Road, Suite 200 Malvern, PA 19355 Phone: 484-892-5713 Fax: 484-450-2632 info@alliancetek.com © 2013 AllianceTek Inc.
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