Read title, introduce yourself. I choose this topic because I found BI builders jumping directly into the technology behind a dashboard too quickly – my aim is to help guide you through a more complete process, not only talking about the technology behind a dashboard but about the business drivers behind a dashboard.
So lets start with a few definitions before we dive in
A dashboard will have one or more KPIs that it monitorsQuantitative indicators which can be presented as a number.Practical indicators that interface with existing company processes.Directional indicators specifying whether an organization is getting better or not.Actionable indicators are sufficiently in an organization's control to affect change.Financial indicators used in performance measurement and when looking at an operating index.
A successful dashboard is the result of a carefully planned and executed BI strategy – it won’t come free. In today’s session we’ll explore the right approaches (and maybe the wrong one’s too!)Ask the questions
Three central themes to the presentation today – strategy, people and technology. All three will feed into a successful BI and dashboard strategy
Before implementing dashboards, organizations should first determine a valid framework for aligning metrics and a method for defining them. A performance management system is defined as a process by which organizations align their resources, systems and employees to strategic objectives and priorities.We won’t get into any detail about these systems, just be aware if your company has already adapted one and try and stay within it’s guidelines for maximum success
The question is the answer, the KPQ is a concept developed by Bernard Marr (CEO of Advanced Performance Institute). If you dive straight into designing a dashboard you will not be successful, you need strategy!let’s look at some examples on the next slides
For common financial questions like this one, you should tend to look for a commonly used KPI like net profit margin
For common financial questions like this one, you should tend to look for a commonly used KPI like net profit marginThe two examples I’ve shown could be considered “canned” KPQs and KPIs because they are important to any enterprise. Of course your company is unique so choose common ones like the ones shown and design custom ones that exploit the unique angles of your company.
It’s too easy to simply look at what you have on hand and drive business behind it. This is an photo I took last month from the London Gatwick airport security area. I looked for clues of poorly designed KPIs and I wonder what KPQ would drive the measure of trays per hour? At first glance it appears someone simply looked around and realized that is something they were already collecting so why not put it on a dashboard?In all fairness, Trays per Hour could have loads of meaning. Some great things about this dashboard are that it was shown for every employee to see, the title “Know your Numbers” points to data democratization – allowing all to benefit from BI
At this point we have our performance management system selected, our KPQs and KPIs – time to move on to the fun stuff, the technology
We’ll take a look at a demo of defining our metadata layer and centralizing the definition for KPIs. We’ll also take a look at how a business user can very quickly put together a prototype of a dashboard without leaving the browser.Demo: dashboard, ad-hoc, metadata layer
It’s your job to make these sexy – not eye candy sexy but useful and a delight to look at
For technical Instead of re-inventing the wheel every time you need a new dashboard widget, create a well designed template in iReport
Now we’ve built a widget, let’s talk about the dashboard itself
Jaspersoft employs two mobile strategies:* Native applications
Here we see the native Android application, it can not execute dashboards so you will choose one report at a time, make sure they fit the screen well
Here we see the dashboard on an iPad2 screen, note that there is no scrolling, everything fits on 1024x768, but also in 768x1024 (landscape mode)
So now we’ve seen the soup to nuts, so now what? Well your job isn’t done at this point. People need to live by the numbers, just like upper management. Second paragraph, explain benefit