Chris Morgan presented on new approaches to presenting data. He discussed interactive reporting and dashboards. Clients now demand more interactive and visually appealing reports that can be accessed self-service. Both interactive reporting and dashboards have benefits and drawbacks depending on the goals. Interactive reporting allows for exploring data but may not be as polished, while dashboards look appealing but are harder to build and modify. When choosing an approach, considerations include objectives, intended users, costs, security, and balancing style with functionality.

1. New
Approaches
to
Presen0ng
Data
June
23,
2011
Interac0ve
repor0ng
and
dashboards
Knowledge
from
the
trenches
Chris
Morgan,
Data
Libera0on
Event
sponsored
by
Somra
MBL
Ltd
All
copyright
owned
by
The
Future
Place
and
the
presenters
of
the
material
For
more
informa0on
about
Somra
visit
hKp://www.somra.net/
For
more
informa0on
about
NewMR
events
visit
newmr.org

2. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Interactive reporting
and dashboards
Knowledge from the
trenches
Chris Morgan
Managing Director
Data Liberation

3. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Who are Data Liberation
• 10 years of building MR reporting systems
• Instant Intelligence Reporting
– Web based, end user, reporting for MR
– First released in 2005
– Shelved in 2006 due to slow take up
– Relaunched in 2010 from client requests
– Online interactive reporting and dashboards
– Fully Self Service

4. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
What and Who is
pushing the change
forward

5. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Our Clients

6. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Clients that demand….
• We respond faster to everything
• Do everything for less or at least no more
• Make it more interactive and pretty
• And by the way make it self service as well

7. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Make it more interactive
• We live in the age of
• Client want to have answers now and then
have the ability to ask the next one
• And it has to look good..
– It always has, but now it has to look stunning

8. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
They don’t want to talk to you!!
• Clients want to do it for themselves…
• They are not prepared to
wait any more
• Or pay for something they
feel they can do on
their own

9. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
So what are some options?
Interactive
Reporting
Dashboards vs

10. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Dashboards
• Great for headline view of the world
• Potentially easy to deploy
• Look and feel can be very precise
• Not great for “playing” with data
• Specifications are hard to define
• More difficult to build and therefore costly

11. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Interactive Reporting
• Wonderful for “playing” with data
• Potentially easy to deploy
• Less build time = lower cost to implement
• Does require an understanding of the data
• Requires some level of training
• Not as pretty… Less “Wow” more “Do”

12. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Unfortunately one size does not fit all

13. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Things to consider
• What are you trying to achieve
– Quicker turn around of results
– More openness/accessibility to the data
• Think about implementation issues
– Web based solutions
– What is the client allowed to do/change

14. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Things to consider
• Who is your audience
– Senior management / Data Analysts
– How many will there be (1-5, or hundreds)
• Open platform / adding in-house data
– Will your solution grow with your needs
– Clients expect more the moment you give
them more

15. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Branding?
• Is having your logo at the top enough?
• What about branding for your client?
• What will be “your” charging model?
• How will you differentiate yourself?

16. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Costs… Well of course
• Reporting is becoming/ has become
a commodity
• Clients don’t want to pay for anything
• Most reporting systems have usage costs
– Annual per user / per report / per extract

17. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Security
• Physical server locations are important
• Can you host it yourself, do you know how
• And then there is the data
level security to think about

18. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Always beware of …
And finally ….

19. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
The “i” effect
Style
over
substance

20. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Thank you
There are many options
when selecting a new
presentation approach, but
I hope I have highlighted
some areas that will help
you reach the right
decision
Chris Morgan
Managing Director
Data Liberation

21. Speaker Chris Morgan, Data Liberation, United Kingdom
NewMR New Approaches to Presenting Data, June 23, 2011
Q & A
Sue
York
The
Future
Place
Chris
Morgan
Data
Libera0on

22. New
Approaches
to
Presen0ng
Data
June
23,
2011
Interac0ve
repor0ng
and
dashboards
Knowledge
from
the
trenches
Chris
Morgan,
Data
Libera0on
Event
sponsored
by
Somra
MBL
Ltd
All
copyright
owned
by
The
Future
Place
and
the
presenters
of
the
material
For
more
informa0on
about
Somra
visit
hKp://www.somra.net/
For
more
informa0on
about
NewMR
events
visit
newmr.org