Today, dashboards have become the epitome for communicating important business data and performance metrics. Instrumental in helping organizations achieve corporate alignment around business goals and objectives, they enable faster decision making, drive data-driven business strategies and ensure ROI. Yet, the road to building dashboards for effective storytelling is not always easy. Often organizations struggle to create the right visual dashboards due to missing links between the data and story, or the amount of time and budget invested, which digress from the main objective of the visualization exercise. Additionally, the approach to storyboard development has been traditionally flawed with just a focus on the analysis – not telling a broader story. Then, even after organizations fine tune their dashboard and align with corporate objectives, they can still find themselves falling down in terms of adoption. In this webinar, Anees Merchant, Senior Vice President of Blueocean Market Intelligence, will share with attendees how to develop a strong practice around data visualization and structure effective processes for success. Anees will also share various best practices and mistakes to avoid so organizations can produce powerful, actionable dashboards that are intuitive and include insights that are easily interpreted by all stakeholders.

1. How to Create More Effective
Storytelling by Leveraging Data
29 September 2015 Proprietary and Confidential

2. About Us
© 2015 Blueocean Market Intelligence1
Global analytics and insights leader with 1,000 analysts providing decision support for
sales, marketing and product planning
We Are
Enable businesses to make sound, data-driven decisions through a multi-disciplinary
approach and 360 view of customers, competitors and markets
Vision
Exciting, Innovative, Creative, Data-Driven
Culture
Deloitte list of Fastest Growing Companies (5 years)
Fortune Magazine/IAOP Top 100 Outsourcing Companies in the World (5 years)
Recognition

3. Our secret sauce for Story telling with data
7 step process –
• Hypothesis building / What are you trying to
answer or solve for?
• For whom are you trying to solve for?
• What measurements are required to solve
for?
• How are they calculated?
• What data sources are relevant and reliable?
• What process is required to manage the data?
• How would the data be retrieved?
© 2015 Blueocean Market Intelligence2
Asking yourself the right questions is part of the process that will lead you to the intended results.

4. What is the hypothesis? What business results are we
trying to solve for?
© 2015 Blueocean Market Intelligence3
Customer
which type of customer
(B2B and B2C, etc.), which
segments, which regions?
Cross sell and upsell
which products or
category are the focus?
Channel
which channel did the
customer originate from?

5. For whom are you trying to solve for?
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6. What measurements are required to answer or solve?
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7. How are they calculated?
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INPUT
OUTPUT
OUTPUT
Process

8. What data sources are relevant and reliable to measure?
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9. What process should be adopted in order to manage the
data?
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10. How do we actually retrieve the data?
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IT or data security concerns
Lack of skillsets against extraction
Time limitations
Lack of capabilities in the source system to
extract information

11. © 2015 Blueocean Market Intelligence10
Key things to consider

12. Don’t over complicate the journey
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13. The right team
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14. Keep it visual and interactive
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15. Enable data democracy
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16. Quick recap
© 2015 Blueocean Market Intelligence15

17. © 2015 Blueocean Market Intelligence16
Thank You
For more information:
Anees Merchant,
Senior Vice President
Email: anees.m@blueoceanmi.com
Twitter: @aneesmerchant
LinkedIn: www.linkedin.com/aneesmerchant