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