We’ve all seen the increasing industry trend of artificial intelligence and big data analytics. In a world of information overload, it's more important than ever to have a dashboard that provides data that's not only interesting but actually relevant and timely. Dashboards assist decision makers facilitate new ideas and business opportunities, increase customer approval rates, and analyze current business process. All of these activities play a vital role in providing the superior experience your customers demand.

1. A Guide to Designing Delightful
Dashboards
Daniel O’Sullivan Jeff Hudock
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2. Logi Analytics helps application teams create, deploy, and constantly improve analytic
applications that engage users and drive revenue. In 2000, Arman Eshraghi founded
Logi Analytics, formerly LogiXML, to help web developers easily embed compelling data
visualizations inside websites. This core technology evolved into the Logi platform,
providing an extraordinarily fast and easy way to embed analytics into any application.
Today, over 1,800 application teams use Logi to create more valuable applications,
engage users, and differentiate their software products.

3. Click on the Questions panel to interact
with the presenters
www.productmanagementtoday.com/webinar-series/create-success-with-analytics
www.projectmanagementupdate.com/webinar-series/create-success-with-analytics
www.businessinnovationbrief.com/webinar-series/create-success-with-analytics
C r e a t e S u c c e s s W i t h A n a l y t i c s
W e b i n a r S e r i e s
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

4. About Daniel O’Sullivan
Product Design Lead, nCino
Daniel O'Sullivan is a Product Design Lead over the Retail, Customer Engagement, and forthcoming Mortgage
products at nCino. He has become a thought leader in the UX field through his design experience and innovative
approach to solving complex challenges. The design methodology he created, “UX Distilling,” is used by design and
UX professionals around the world and has been featured by industry leaders including IBM and InVision. Daniel has
provided consulting services to global enterprise companies in the financial, construction, and travel industries,
enabling them to actualize their goals of a delightful digital experience.
About Jeff Hudock
Senior Product Manager, nCino
Jeff Hudock is the Senior Product Manager responsible for nCino’s Customer Engagement Solution. After graduating
from NC State, Jeff worked as a business analyst for a global provider of financial services technology, data and analytics
where his tenure gave him the financial industry experience and Salesforce expertise to be the perfect candidate for
nCino. With the talent he brings to the team, he is working with the world’s leading financial institutions to change the way
the financial industry connects with their customers.

5. Session
Overview
D a s h b o a r d
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

6. Many types of
Dashboards
T h e r e a r e s o
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

7. Informational
vs.
transactional
D a s h b o a r d s
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

8. Experience
Matters
D a s h b o a r d s
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

9. Experience
Matters
D a s h b o a r d s

10. Experience
Matters
D a s h b o a r d s

11. Experience
Matters
D a s h b o a r d s

12. Find the Right
Blend
I n f o r m a t i o n + F e a t u r e s
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

13. Vision
I d e n t i f y t h e
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

14. User Personas
D a s h b o a r d s
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

16. Journey
Mapping
”Its about the journey, not the destination”
D a s h b o a r d s
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

17. Journey Mapping
Template
Step 1 Step 2 Step 3 Step 4
Actions
Questions
Happy Moments
Pain Points
Opportunities
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s
t
SCREEN SHOT ALERT

18. C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s
Journey Mapping
Template
Step 1 Step 2 Step 3 Step 4
Actions
Questions
Happy Moments
Pain Points
Opportunities

23. C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s
t
Poll
H a v e y o u e v e r u s e d j o u r n e y m a p p i n g i n y o u r b u s i n e s s p r o c e s s

24. Design
Principles
K e e p i n m i n d y o u r
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

25. Design
Principles
K e e p i n m i n d y o u r
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

27. C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s
t
Questions
P l e a s e f e e l f r e e t o a s k

28. UX Distilling
D a s h b o a r d s
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

29. UX Distilling
O v e r v i e w
1. Componentize 2 5 - 3 0 M i n W o r k s h o p
2. Outline 5 M i n W o r k s h o p
3. Mockup 2 0 - 3 0 M i n W o r k s h o p
4. Refine ∞
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

30. Identify
Components
2 5 - 3 0 M i n u t e s · W o r k s h o p T i m e
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

31. Features
D a s h b o a r d s
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

32. Navigations
D a s h b o a r d s
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

33. Metrics
D a s h b o a r d s
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

34. Outline Design
5 M i n u t e s | W o r k s h o p T i m e
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

35. Outline Design
TOP NAVIGATION PROFILESCHEDULEPROJECTS REPORTS
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

36. Outline Design
SIDE
NAVIGATION
PROFILE
SCHEDULE
PROJECTS
REPORTS
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

37. Mockup
2 0 - 3 0 M i n u t e s | W o r k s h o p T i m e
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

38. Mockup

40. Mockup
P r e s e n t
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

41. C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

42. Refine
∞ | W o r k s h o p T i m e
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

43. Responsive
B e i n t e n t i o n a l a b o u t b e i n g
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

44. Refine
M o b i l e D e s i g n
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

45. Refine
P i v o t i n g i s p a r t o f t h e p r o c e s s
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

46. UX Distilling
O v e r v i e w
1. Componentize 2 5 - 3 0 M i n W o r k s h o p
2. Outline 5 M i n W o r k s h o p
3. Mockup 2 0 - 3 0 M i n W o r k s h o p
4. Refine ∞
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s
t
SCREEN SHOT ALERT

47. UX Distilling
O v e r v i e w
1. Componentize 2 5 - 3 0 M i n W o r k s h o p
2. Outline 5 M i n W o r k s h o p
3. Mockup 2 0 - 3 0 M i n W o r k s h o p
4. Refine ∞
C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s

48. C r e a t e S u c c e s s W i t h A n a l y t i c s W e b i n a r S e r i e s
A G u i d e T o D e s i g n i n g D e l i g h t f u l D a s h b o a r d s
Journey Mapping
Template
Step 1 Step 2 Step 3 Step 4
Actions
Questions
Happy Moments
Pain Points
Opportunities

49. 49
Don't Miss the Next Session!
The Business Opportunity of
Embedded Analytics
With Josh Martin
May 30, 2018

50. 50
Q&A
Jeff Hudock
With: With:
Product Design Lead, nCino
Linkedin page: linkedin.com/in/danielosullivanmb/
Twitter ID: @DesignOSullivan
Website: uxsurf.com
Daniel O’Sullivan
www.productmanagementtoday.com/webinar-series/create-success-with-analytics
www.projectmanagementupdate.com/webinar-series/create-success-with-analytics
www.businessinnovationbrief.com/webinar-series/create-success-with-analytics
Senior Product Manager, nCino
Linkedin page: linkedin.com/in/jeffhudock/
Twitter ID: @ncino
Website: ncino.com