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Session 1 businessdashboardpresentation-christensen

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Session 1 businessdashboardpresentation-christensen

  1. 1. Results at a Glance <ul><li>Telling your business story through dashboards </li></ul><ul><li>Carolinas Council IMA Conference </li></ul><ul><li>17 February 2012 </li></ul>
  2. 2. The car dashboard
  3. 3. The speed of business
  4. 4. Information=Decisions
  5. 6. Key takeaways <ul><li>Business value </li></ul><ul><li>Design/Development Process </li></ul><ul><li>How do we use them? </li></ul>
  6. 7. Three key questions <ul><li>Why do we need a dashboard? </li></ul><ul><li>How do we present information? </li></ul><ul><li>How do we design it? </li></ul>
  7. 8. Why do we need a dashboard?
  8. 9. Business vs. Technical <ul><li>Why are we spending time on this? </li></ul><ul><li>Why don ’ t we just start designing? </li></ul>
  9. 10. Exercise (10 Min) <ul><li>Assignment of role (see workbook) </li></ul><ul><li>What information do you need? </li></ul><ul><li>Why do you need it? </li></ul>
  10. 11. Key Performance Indicators (KPIs) vs. Metrics Metrics KPIs
  11. 12. Follow-up exercise (10 Min) <ul><li>Identify metrics in your role </li></ul><ul><li>Which metrics are KPIs? </li></ul><ul><li>Why are other metrics not KPIs? </li></ul>
  12. 13. Types of Dashboards <ul><li>Strategic </li></ul><ul><li>Tactical </li></ul><ul><li>Operational </li></ul>
  13. 14. How do we present? <ul><li>Simple </li></ul><ul><li>Visual </li></ul><ul><li>Organized </li></ul>
  14. 15. Tables
  15. 16. Charts
  16. 17. Narratives
  17. 18. Exercise (15-20 Min) <ul><li>Review information/KPI from prior exercise </li></ul><ul><li>Design a dashboard on 8.5 ” x 11 ” paper </li></ul><ul><li>Attempt to mix tables, charts, and narratives </li></ul>
  18. 19. How to Design?
  19. 20. Teamwork - Business and IT Business Info needs Visual tools Fast access IT Data tables Application development Fast access Drilldown needs
  20. 21. Application Skills Excel Access ERP Systems Dashboarding tools
  21. 22. Exercise (10-15 Min) <ul><li>Examine your dashboards from the prior exercise </li></ul><ul><li>What data would you need to complete these dashboards? </li></ul><ul><li>What questions would you ask your IT group on this project? </li></ul>
  22. 23. A true business project <ul><li>Management </li></ul><ul><li>Finance </li></ul><ul><li>Information Technology </li></ul><ul><li>Communication </li></ul>
  23. 24. Project Planning <ul><li>Events </li></ul><ul><li>Milestones </li></ul><ul><li>To-do items </li></ul><ul><li>Critical path </li></ul>
  24. 25. Questions and Discussion
  25. 26. Resources <ul><li>Business Dashboards - Nils Rasmussen, et al </li></ul><ul><li>Balanced Scorecards & Operations Dashboards in Excel - Ron Person </li></ul><ul><li>Excel 2007 Dashboards & Reports for Dummies - Michael Alexander </li></ul>
  26. 27. WBP Information <ul><li>Phone – (563) 265-1161 </li></ul><ul><li>E-mail – [email_address] </li></ul><ul><li>Website – www.whiteboardbusiness.com </li></ul>
  27. 28. Information = Success <ul><li>Communication </li></ul><ul><li>Flexibility </li></ul><ul><li>Key metrics </li></ul>

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