0
Visualization
Running a business with
Dashboards and
Scorecards




                    Presented by:
         Jeffrey A. ...
Visualization
Running a business with Dashboards and Scorecards

     1 Introduction


     2   How we use Business Intell...
Our Motto:


“In God we trust, all others bring data.”
         W. Edwards Deming
Business Intelligence
       Transforms beyond the data
Data

       Information



                     Knowledge

      ...
Business Intelligence at Unifund

• Gives us the ability to make better decisions
  and make them faster
• More control to...
Business Intelligence at Unifund
Internal Reporting:
• Query and Analysis
  – Ad-hoc reporting
  – Analysis Tools
  – Slic...
Business Intelligence at Unifund
External Reporting:
• Performance Management
  – Scorecards
     • Inventory Management
 ...
Business Intelligence at Unifund
BI Platform:
•   SQL Database
•   Data Warehouse and Data Marts
•   Excel 2007
•   Cognos...
Visualization and Data Presentation




       Not-So-Best
        Practices
Time Utilization Chart
Visualization and Data Presentation




       Just for Fun
Percentage of Chart which
   Looks like PacMan

15%

                Looks Like PacMan

                Does Not Look Like...
Visualization and Data Presentation

Poor Choices:
• Wrong Message or No Message at all
• Cluttered Dashboard
    – Too Mu...
Unifund
                                                              Portfolio
                                          ...
Visualization and Data Presentation




         Best
       Practices
Visualization and Data Presentation
Visualization and Data Presentation

Best Practices:
• Experts on Visualization
  – Edward Tufte
     Reading Suggestions:...
Visualization and Data Presentation
Visualization and Data Presentation
Visualization and Data Presentation
Visualization and Data Presentation

Sparklines (Tufte):
Visualization and Data Presentation

Sparklines:
• Small, high-resolution graphics embedded in a
  context of words, numbe...
Visualization and Data Presentation

Trellis Charts (Small Multiples):
• "Illustrations of postage-stamp size are indexed
...
Visualization and Data Presentation

Best Practices:
• Who is the user? Know your audience.
• What are the business questi...
Visualization and Data Presentation

Unifund Practices:
What meaning does color bring to the dashboard?
• Color Schemes
  ...
Visualization and Data Presentation
What meaning does color bring to the dashboard?
Visualization and Data Presentation
Visualization and Data Presentation

Unifund Practices:
• Data Bars (Excel 2007)
  – Quickly see Actual vs. Projection
  –...
Visualization and Data Presentation

Unifund Practices:
• Mapping
  –   Location can relate disparate data
  –   A Map is ...
Foreclosures (July 2008)
Visualization and Data Presentation

Unifund Practices:
• Mapping Tools
  – Integrated Maps in BI platforms
  – Microsoft ...
Visualization and Data Presentation

Additional Materials:
•   FlowingData.com
•   NoteandPoint.com
•   EdwardTufte.com
• ...
Unifund
Dashboard
    &
Scorecard
Contact Information:
Jeffrey A. Shaffer, VP, Unifund
        (513) 489-8877
      JAS@Unifund.com




                    ...
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Visualization:  Running a Business with Dashboards and Scorecards
Upcoming SlideShare
Loading in...5
×

Visualization: Running a Business with Dashboards and Scorecards

4,645

Published on

Published in: Business
0 Comments
6 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
4,645
On Slideshare
0
From Embeds
0
Number of Embeds
3
Actions
Shares
0
Downloads
164
Comments
0
Likes
6
Embeds 0
No embeds

No notes for slide

Transcript of "Visualization: Running a Business with Dashboards and Scorecards"

  1. 1. Visualization Running a business with Dashboards and Scorecards Presented by: Jeffrey A. Shaffer, MBA, PMP, CMQ/OE Vice President, Unifund
  2. 2. Visualization Running a business with Dashboards and Scorecards 1 Introduction 2 How we use Business Intelligence 3 Visualization and Presentation 4 Unifund Dashboard & Scorecard
  3. 3. Our Motto: “In God we trust, all others bring data.” W. Edwards Deming
  4. 4. Business Intelligence Transforms beyond the data Data Information Knowledge Plans that guide the organization or SBU
  5. 5. Business Intelligence at Unifund • Gives us the ability to make better decisions and make them faster • More control to end user and management for reporting and slicing and dicing of data • Used to be competitive advantage in our industry – is becoming more common • Those companies not using it will likely not survive
  6. 6. Business Intelligence at Unifund Internal Reporting: • Query and Analysis – Ad-hoc reporting – Analysis Tools – Slicing and Dicing • Reporting & Performance Management – Dashboards – Scorecards • Plan, Budget and Forecast – Forecast vs. Actual
  7. 7. Business Intelligence at Unifund External Reporting: • Performance Management – Scorecards • Inventory Management • Forecast vs. Actual – Exception Based Reporting • Unifund Auto-Liaison Reports – Auto generated – Weekly email burst to Attorney Network – Based on Performance Standards
  8. 8. Business Intelligence at Unifund BI Platform: • SQL Database • Data Warehouse and Data Marts • Excel 2007 • Cognos • Microsoft Reporting Services
  9. 9. Visualization and Data Presentation Not-So-Best Practices
  10. 10. Time Utilization Chart
  11. 11. Visualization and Data Presentation Just for Fun
  12. 12. Percentage of Chart which Looks like PacMan 15% Looks Like PacMan Does Not Look Like PacMan 85%
  13. 13. Visualization and Data Presentation Poor Choices: • Wrong Message or No Message at all • Cluttered Dashboard – Too Much Information – Crammed on One Page – Horizontal Scroll • Over use of Graphs • Gauges • Flashing Cells • Bad Color Choices
  14. 14. Unifund Portfolio Enhancement Unlock Hidden Value Joel Rosenthal Manager, Acquisitions & Portfolio Management (513) 246-6124 Joel.Rosenthal@unifund.com This material is proprietary to Unifund Group Debt Investors, LLC (Unifund). It may not be replicated or transmitted in whole or part without express consent of Unifund.
  15. 15. Visualization and Data Presentation Best Practices
  16. 16. Visualization and Data Presentation
  17. 17. Visualization and Data Presentation Best Practices: • Experts on Visualization – Edward Tufte Reading Suggestions: • The Visual Display of Quantitative Information • Envisioning Information – Jacques Bertin • Semiology of Graphics – Michael Friendly – Charles Joseph Minard
  18. 18. Visualization and Data Presentation
  19. 19. Visualization and Data Presentation
  20. 20. Visualization and Data Presentation
  21. 21. Visualization and Data Presentation Sparklines (Tufte):
  22. 22. Visualization and Data Presentation Sparklines: • Small, high-resolution graphics embedded in a context of words, numbers, images. Sparklines are data-intense, design-simple, word-sized graphics.
  23. 23. Visualization and Data Presentation Trellis Charts (Small Multiples): • "Illustrations of postage-stamp size are indexed by category or a label, sequenced over time like the frames of a movie, or ordered by a quantitative variable not used in the single image itself."
  24. 24. Visualization and Data Presentation Best Practices: • Who is the user? Know your audience. • What are the business questions that need answered? Get input. • What are the correct measurements? • Solid Foundation – the Data • Create SOP for presentation – Formats – Color Scheme – Charts and Graphs
  25. 25. Visualization and Data Presentation Unifund Practices: What meaning does color bring to the dashboard? • Color Schemes – Data Presentation (lots of blue) Title or Heading – Stop-light Colors • Green is Good • Yellow is Caution • Red is Bad • Avoid them otherwise – Use Neutral Colors – Earth tones are calming • Edward Tufte recommends for adding gentle color
  26. 26. Visualization and Data Presentation What meaning does color bring to the dashboard?
  27. 27. Visualization and Data Presentation
  28. 28. Visualization and Data Presentation Unifund Practices: • Data Bars (Excel 2007) – Quickly see Actual vs. Projection – Easily display % and $ – Similar to Sparklines • Marimekko Chart – Stacked Bar Chart – Multi-Dimensional Data – Variation Using Cylinders • Combine with stop-light colors • Inventory Management
  29. 29. Visualization and Data Presentation Unifund Practices: • Mapping – Location can relate disparate data – A Map is worth a thousand cells – Easy to see problem areas – By State – By County/Jurisdiction – Even by Address
  30. 30. Foreclosures (July 2008)
  31. 31. Visualization and Data Presentation Unifund Practices: • Mapping Tools – Integrated Maps in BI platforms – Microsoft MapPoint – Excel Add-In with Templates • Mapland – KML file with Google Earth • www.BatchGeo.com – GeoCode Addresses – Create KML file – Load into Google Earth
  32. 32. Visualization and Data Presentation Additional Materials: • FlowingData.com • NoteandPoint.com • EdwardTufte.com • JuiceAnalytics.com/writing/ – Blog – Dashboard Design white paper  Included in Handouts • TED.com – Hans Rosling • TechnicallyFunny.com
  33. 33. Unifund Dashboard & Scorecard
  34. 34. Contact Information: Jeffrey A. Shaffer, VP, Unifund (513) 489-8877 JAS@Unifund.com Presented by: Jeffrey A. Shaffer, MBA, PMP, CMQ/OE Vice President, Unifund
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×