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Executive Dashboard

The document is a proposal from Team 2 (Icons) to the senior business analyst at Conestoga Design Limited (CDL) regarding an executive dashboard solution. It includes an executive summary, background on CDL, proposed dashboard designs, and an implementation plan using agile methods. It also provides personas, use cases, data sources, and suggestions for measuring the success of the dashboard. Team 2 requests feedback on the proposal from the senior business analyst.

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Group 2 - Icons Meghana Ashwathnarayan, Satish Vekariya, Venkata Sai Nishanth, Naomi Kulkarni, Izaz Alchiya, Mano Sai Margam June 19th , 2020 INFO8440 – Integrated Case Study Conestoga Design Limited (CDL) Project-1 – Executive Dashboard Dear INFO8840 Senior Business Analyst: We are the Group 2 the Junior Analysts graduated from Conestoga College in the program of Information Technology Business Analysis. We want to present our analysis on the Executive Dashboard. With the given data and proper analysis, we designed a detailed solution using Power BI for the project. We have also done in-depth research and came across the 6 Key Performance Metrics, which can help change the company’s current situation. The Final Report Solution is sent all with this cover letter and kind request to review the document and provide us with feedback and possible changes. We request to hear from you at the earliest with the written responses. Regards, Team 2: Meghana Ashwathnarayan, Satish Vekariya, Venkata Sai Nishanth, Naomi Kulkarni, Izaz Alchiya, Mano Sai Margam
Project 1: Executive Dashboard Solution Page | 1 2020 Team 2 ICONS 6/19/2020 Project 1: Executive Dashboard Solution
Project 1: Executive Dashboard Solution Page | 2 Statement of Confidentiality To the reader of Conestoga Design Limited (CDL), it is here addressing that the information in the document is confidential, which will not be disclosed to any third party. Any information that will be revealed will not be done without the consent of CDL. The information contained in the document should not be copied or reproduced without the consent of Team Icons. Signature
Project 1: Executive Dashboard Solution Page | 3 Document History Version Author Date Status and Description 1.0 Satish Vekariya 06/22/2020 Merged the document 1.1 Satish Vekariya 06/22/2020 Added Cover letter, Cover page and Statement of Confidentiality 1.2 Izaz Alchiya 06/22/2020 Updated Executive summary 1.3 Mano Sai Margam 06/22/2020 Updated History of CDL 1.4 Mano Sai Margam 06/22/2020 Updated Key Persons and Business Challenges 1.5 Venkata Sai Nishanth 06/22/2020 Added AS IS diagram, TO BE diagram and Use Case 1.6 Mano Sai Margam 06/22/2020 Added Brands affecting CDL and Gap Analysis 1.7 Satish Vekariya 06/22/2020 Added Assumptions, data sources and Pseudo Code 1.8 Naomi Kulkarni 06/22/2020 Added Benefits 1.9 Izaz Alchiya 06/22/2020 Added Cockburn Template and Personas 1.10 Naomi Kulkarni 06/22/2020 Added Measuring Success 1.11 Izaz Alchiya 06/22/2020 Added Known Client requirement 1.12 Meghana Ashwathnarayan 06/22/2020 Added ER diagram 1.13 Venkata Sai Nishanth 06/22/2020 Added Dashboard design 1.14 Venkata Sai Nishanth 06/22/2020 Added Suggested Metrics 1.15 Meghana Ashwathnarayan 06/22/2020 Added Agile Concepts 1.16 Meghana Ashwathnarayan 06/22/2020 Added Phased Rollout 1.17 Naomi Kulkarni 06/22/2020 Added Client Project Plan
Project 1: Executive Dashboard Solution Page | 4 Contents Statement of Confidentiality.........................................................................................................................2 Document History.........................................................................................................................................3 1.An Executive summary...............................................................................................................................6 History of Conestoga Design Limited............................................................................................................6 Key Persons...................................................................................................................................................7 Current Business Challenges.........................................................................................................................7 AS IS Diagram................................................................................................................................................8 Brands affecting CDL.....................................................................................................................................9 The As-Is Principles .......................................................................................................................................9 Persons/ Roles/ Actors Details....................................................................................................................10 Billy Bob – CDL CEO.................................................................................................................................10 I.T Vice President ....................................................................................................................................10 Finance Vice President............................................................................................................................10 Marketing Vice President........................................................................................................................10 Human Resources Vice President ...........................................................................................................10 Manufacturing Vice President ................................................................................................................10 Facilities Vice President ..........................................................................................................................10 Persona .......................................................................................................................................................11 Persona 1 ................................................................................................................................................11 Persona 2 ................................................................................................................................................12 Persona 3 ................................................................................................................................................13 Use Case......................................................................................................................................................14 One Cockburn Template for each interaction ............................................................................................15 Executive Dashboard Management Documentation Solutions..............................................................15 Gap Analysis................................................................................................................................................17 ER Diagram..................................................................................................................................................18 DASHBOARD DESIGN ..................................................................................................................................19 1. CDL Customers................................................................................................................................19 2. Annual Sales of Competitors...............................................................................................................19 3. Product Pricing................................................................................................................................20 4. Sales ................................................................................................................................................20
Project 1: Executive Dashboard Solution Page | 5 5. Production Cost and Profits............................................................................................................21 6. Quantities sold by Month ...................................................................................................................21 3.Implementation of Dashboard.................................................................................................................22 What is Agile? .........................................................................................................................................22 Implementation Process:........................................................................................................................23 Phase 1: Research ...............................................................................................................................23 Phase 2: Strategic Decision.................................................................................................................23 Phase 3: Implementation....................................................................................................................23 Phase 4: Evaluation.............................................................................................................................23 Phase 5: Maintenance & Improvements ............................................................................................23 The Data Sources ....................................................................................................................................24 4.Client Project Plan....................................................................................................................................25 Detailed Project Plan...............................................................................................................................25 Resources needed to implement the Dashboard...................................................................................26 Suggestions for possible future analysis and development activities ........................................................26 5.Measuring Success...................................................................................................................................27 Risks to the Executive Dashboard project ..................................................................................................27 Probable benefits of the Executive Dashboard ..........................................................................................27 Assumption Made.......................................................................................................................................28 Breakdown content.................................................................................................................................28 Pseudo Code ...............................................................................................................................................29 6.Conclusion................................................................................................................................................29 References ..................................................................................................................................................30
Project 1: Executive Dashboard Solution Page | 6 1.An Executive summary Conestoga Design limited started business by selling three quality medical imaging scanner to local clinics. In 2014 they lowered the cost of the research and development during this year. They move the warehouse close to the shipping dock. In 2015 TRACKR was launch to the public. They projected sales of 5000 TRACKR a month. For the development, they skipped the testing mode. During the first few years, they achieved outstanding sales, and CES was known for the innovative design of the year. But due to some problem in TRACKR, they notice decreased in the sales, and if this continues, then that think they might become bankrupt. To overcome this problem, CDL tries their best and doing everything they can to regain their business. History of Conestoga Design Limited Conestoga Design Limited (CDL) started its business in January 1998 by building and selling three custom made medical imagery scanners of high quality and slowly started to gain reputation in the market by focusing on quality and excellent attention to detail. By January 2014, they have emerged as market leaders, and the machinery build by them are recognized as highly reliable. After success in the scanners field, they started working on the designs of their first non-commercial product named as TrackR. Billy Bob, CEO of CDL, wanted to fast-track the development of TrackR, which resulted in them skipping some of the initial phases like focus groups, user requirements, beta testing and elicitation of the product. This brought down the cost of research and development for TrackR. By August 2014, CDL has converted one of the shipping warehouses into a manufacturing plant of TrackR and hired the personnel needed for assembly. They also have double the staffing in their call centres to provide customer service and tech support for TrackR, February 2015 marked the official launch of TrackR, and CDL had projected sales of selling at least 5000 devices per month for the next 2.5 years, which was good. Within a month of its official launch, TrackR was awarded the best new product by CES as one of the most innovative designs. In 2016, everything was going great when one day, one of the big box sellers had returned 7000 TrackR devices and informed them that they would no longer sell them. This was a significant shock to management as they all taught the product was a success. Later that year, Billy Bob held annual stockholder meetings and announced that CDL faced potential bankruptcy and hoped to solve all the problems with his executives' help.
Project 1: Executive Dashboard Solution Page | 7 Key Persons Stakeholders who are involved throughout the project timeline and their roles and responsibilities are listed below: Roles Responsibilities Billy Bob CEO of CDL CEO of Conestoga Design Limited and decision-maker in the company Manufacturing Vice President Handles the production of products Human Resources Vice President Hires and consults all personnel needed for the work Finance Vice President Handles the Finances of CDL and provides executives with monthly finance reports Facilities Vice President Makes sure all the required resources are available Marketing Vice President Involved in product marketing strategy Information Technology Vice President Oversees the IT operations at CDL Current Business Challenges Billy Bob got to know that CDL could become bankrupt and wanted to know the root cause of the problem and make sure that he meets all his executives on regular basis. He is willing to hire an outside business consultant for guidance. CDL also needs advice on management of small-scale business. Users are fine with the wearable tech part of TrackR, but they have raised complaints about the application which runs it. Because of cost cutting measures which were taken at the initial stages of application development it has caused a big problem. They need some metric to help them guide through these tough times. The AS-IS diagram shown below represents the challenges at CDL:
Project 1: Executive Dashboard Solution Page | 8 AS IS Diagram Start CEO holds the meeting All Executives attend Financial Stats discussed TrackR Sales discussed VP s share their research Billy Bob is confused by stats Finance team submits details All executives explain their expenses No solution is derived from meeting CEO discloses about potential bankruptcy CEO decides to meet VP s 3 times a week End
Project 1: Executive Dashboard Solution Page | 9 Brands affecting CDL TrackR is wearable tech, and there are many competitors involved. Some of them are: Proteus Discover It is a digital medicine made of ingestible sensors, wearable sensor patch and application on mobile phone Neurotech Innovator of in-home EEG setups Athos Wearables health technology that comes in form of clothing Atlas Tracking Use Body sensing technology for exercise monitoring Matrix Powerwatch 2 Top competitor in thermoelectric energy efficiency The As-Is Principles • Measurement of success in operations • Exposure to report circulation which uses computer-based methods • A vision towards the better-supervised company • Make sure to improve their product sales • Issues or ideas which would help in the project • Meeting all the executives at least three times per week
Project 1: Executive Dashboard Solution Page | 10 Persons/ Roles/ Actors Details Skills, Concern and Attitude Billy Bob – CDL CEO • Skills - Founder of CDL • Concern – Not able to manage employees and plan out the thing with facing potential bankruptcy • Attitude – Make efforts to increase the sales of TrackR and save the company from bankruptcy I.T Vice President • Skills – Creative mindset, web developers, critical thinking • Concern – Inexperienced in handling big projects • Attitude – Works hard and delivers a successful project Finance Vice President • Skills - Accounting, Calculations, stock knowledge • Concern – Did not plan and is facing potential bankruptcy • Attitude – Make sure that the sales of the company are increased Marketing Vice President • Skills – Good communication skills and market knowledge • Concern – Unable to increase the sales of TrackR • Attitude – Likes to try and implement new strategies to increase the sales Human Resources Vice President • Skills - Good communication skills and staffing • Concern – Recruiting people • Attitude – Excited to work on new projects Manufacturing Vice President • Skills – Knowledge of supply chain management and customer service • Concern – production costs • Attitude - Manage workforce in the warehouse and reduce production costs Facilities Vice President • Skills - Make sure to provide all the facilities • Concern – Make end-user happy and satisfy with the product delivered. • Attitude – Provide solutions and services
Project 1: Executive Dashboard Solution Page | 11 Persona Persona 1
Project 1: Executive Dashboard Solution Page | 12 Persona 2
Project 1: Executive Dashboard Solution Page | 13 Persona 3
Project 1: Executive Dashboard Solution Page | 14 Use Case User CEO IT VP Finance VP Human Resource VP Facilities VP Marketing VP Manufacturing VP Dashboard Developer Login Authenticate Create profile Verfiy data Display Create Dashboard Review Dashboard Categorize Compare data Manage Dashbaord Update Logout <<include>> <<include>> <<include>>
Project 1: Executive Dashboard Solution Page | 15 One Cockburn Template for each interaction Executive Dashboard Management Documentation Solutions Use case #1 Request for information Goal in context Obtain more information and solve doubt related to the project Scope and level Primary Preconditions We have less information related to the executive dashboard. Success end condition Can clear the doubt of the requirements by solving RFI Failed end condition Doubts will be not solved Primary, Secondary Actors CDL, junior business analyst. Trigger We have less information so decided to create RFI Description Step Action 1 Create an RFI document 2 Ask CDL for doubts Description Step Branching action 1a Include cover letter for the documentation <<include>> cover letter 1b Document history for the project <<include>> Document summary Use case #2 Project management documentation Goal in context Manage all the project schedule, milestone, and control of the project Scope and level Primary Preconditions We are given the project of executive dashboard Success end condition Manage all the project deliverables Failed end condition Unable to manage all the project deliverables. Primary, Secondary Actors CDL, junior business analyst. Trigger Immediate start works on the management of the executive dashboard. Description Step Action 1 Manage the dashboard 2 Prepare the document Description Step Branching action 1a Elicit technique for the documentation <<include>> elicitation technique 1b Analysing the documentation <<include>> document analysis 1c Assumption and constraints of the dashboard <<include>> constraints and Assumptions.
Project 1: Executive Dashboard Solution Page | 16 Use case #3 Login Goal in context Able to access the dashboard Scope and level primary Preconditions The software should be open. Success end condition Successful login Failed end condition Login failed or an error message. Primary, Secondary Actors Primary actor: user Trigger Open the software and click login. Description Step Branching action 1 Open software 2 Click login Extension Step Branching action 1a Set user profile <<include>> set user profile 1b Check correct username and password <<include>> verify 1c Display error if username and password is wrong <<Extend>> display error Trigger Open the dashboard and click login. 1 Open software 2 Click login 3 Review graph and compare Extension Step Branching action 1a Understand the difference between market and result <<include>> compare result Use case #4 Log out Goal in context Successful exit the dashboard Scope and level Primary Preconditions The dashboard is already logged in by the user. Success end condition Logged out Failed end condition Successful exit from the dashboard Primary, Secondary Actors Primary user: User Trigger Use dashboard software and click logout. Description Step Action 1 Open software 2 Use dashboard 3 Click logout
Project 1: Executive Dashboard Solution Page | 17 Gap Analysis Focus Groups Current State Desired Future State Action Plans Finance Insufficient money leading to potential bankruptcy Increase sales of TrackR Implementing Dashboard Time Analyze and understand data from reports submitted by Finance team Reduce time analyzing the data using a dashboard Build the Dashboard Interaction Difficult to meet all the executives with different schedules All details which are to be discussed is present in the dashboard Develop the dashboard for employees Decision Making Tracking performance of a single time is hard Data tracking is smooth which makes decision making an easy task Implementing the dashboard for analyzing data Data Transparency Documents are not accessible to all the employees at one point Everyone can access and analyze data at the same time Multiple users can access a dashboard Paper Based Some of the details are missed Everything is online and is accessible for everyone Developing the graphical layout
Project 1: Executive Dashboard Solution Page | 18 ER Diagram Executive Dashboard – Data from TrackR Data Generator A separate file also attached for a better view.
Project 1: Executive Dashboard Solution Page | 19 DASHBOARD DESIGN CDL is facing many problems currently, and fighting is to meet the market share. By having an executive dashboard, it can assist CDL to understand the market share, performance of competitors and investment details by which they can find a solution for the problems they are facing. 1. CDL Customers This world map shows customers of CDL across the world. The blue dots represent customers of CDL. By having this world map chart, CDL can get to know how countries their products are not being used and can start marketing and selling in those places. 2. Annual Sales of Competitors This clustered column chart shows annual sales of CDL and its competitors for 2016, 2017, 2018 and 2019. By seeing this data, CDL can compare with its competitors and change its marketing strategy for the upcoming years.
Project 1: Executive Dashboard Solution Page | 20 3. Product Pricing This chart shows pricing details of CDL products, pricing details such as unit cost of production, wholesale price, MSRP, monthly sales target and sales per year. By seeing the chart below, they can increase the products that are being sold most and gain profits. 4. Sales The clustered column chart below shows the number of quantities sold by competitors of CDL as we can see Fitbit sold the maximum amounts compared to the other competitors. By having this data, CDL can change their strategy in selling the products and gain profits.
Project 1: Executive Dashboard Solution Page | 21 5. Production Cost and Profits This chart shows how many products are being produced, production cost and unit selling price by seeing this CDL can easily understand which product is giving maximum profits and which is giving loss to the company. By changing their strategies, they can have maximum benefits than earlier. 6. Quantities sold by Month The below graph shows the quantities sold on a monthly basis. This shows how to have the inventory based on the quantities sold.
Project 1: Executive Dashboard Solution Page | 22 3.Implementation of Dashboard What is Agile? Agile is one of the emerging methodologies. It is a process where the overall process is broken down into multiple stages and managing it accordingly. It comprises various iterations, which involves endless cooperation with all the stakeholders and continuous improvement at all iterations. By using Agile, the changes can be accumulated at any stage of the project, which meets customer expectations. It gives us a clear idea about what needs to be delivered and how it can be solved. CDL is one of the capable companies that can accommodate the current emerging technology or methodology, leading to company success. Training is provided to the employees on how to implement Agile methods, which helps them to integrate the changes as and when the customer expectation and needs replacement. Benefits gained in the process of learning Agile Concepts to employees: • Fast Moving • Flexible • Knowledge Transfer • Teambuilding • Communication Skills
Project 1: Executive Dashboard Solution Page | 23 Implementation Process: The below phases explain how the process leads to the success of the project, and stakeholders will have an idea about the overall process. Phase 1: Research The first step is to conduct research and obtain maximum data necessary to find a solution for a given problem. Data can be retrieved either by primary or secondary research, and it requires specific techniques like Observation, Elicitation & Surveys to collect the statistics from stakeholders. The analysis helps us to determine the Key Performance Metrics, which drives the company to success. SWOT can be conducted to understand the competitor’s perspective and analyze its strength and weakness once the research is undertaken to prepare and complete all the necessary Project Management documents for the reference of the stakeholders. Phase 2: Strategic Decision Once all the related data is collected, the next step is to move ahead with the project scope and project goal. Analyze the problem and identify the different alternatives to the problem. Find the best solution which solves the problem. The tasks must be divided among team members, and everyone should work teambuilding spirit. The project must be delivered within the timeline decided. Daily progress and reports must be generated, which keeps the whole team and stakeholders updated. This maintains peace among stakeholders and enhances communication. Phase 3: Implementation Once the goal and scope are decided, the next most significant part is implementation. Identify the most critical performance metrics needed for the project to create a dashboard. The solution being implemented should be compatible with all hardware and software. Essential training should be provided wherever required, and tutorials will be present for reference. Phase 4: Evaluation In this phase, the solution will be evaluated and checks, whether it works competently & successfully. The answer is verified with all metrics and factors, and finally, it will be considered a final solution for the project. Phase 5: Maintenance & Improvements In the final phase, the dashboard is put into the real-time experience. It is tested and examined for any errors and rectified if found any. Users will be asked for any ideas that may lead to a better version of the dashboard. Feedback is essential to understand if a solution was successful or not.
Project 1: Executive Dashboard Solution Page | 24 The Data Sources The data collected is from CDL database. The below table provides us an insight No Table name Description Authorized 1 Customer Details of the customers who are using a dashboard Marketing 2 Place Details of places where customers are Marketing 3 Invoices Invoice bills with complete details Marketing Finance 4 Competitors Details of CDL’s competitor Marketing 5 DayReturns Details of daily return products Marketing 6 Feedback Details of customer feedback Marketing 7 DaySales Details of daily sales Marketing 8 DayCustomers Details od customers per day Marketing 9 Country Data about countries of customers Marketing 10 CustSat Details of status of customers Marketing 11 Terms Details of terms of use in Database IT 12 DayProducts Details of daily production log Manufacturing 13 ProvStates Details of customers province or state Marketing 14 UserDemographics Details of demographic information of customers Marketing 15 Products Details of products of CDL Marketing Manufacturing
Project 1: Executive Dashboard Solution Page | 25 4.Client Project Plan Detailed Project Plan Project Phase Needs Background Actions Deliverables Initiation Define and Validate the Change Identify strengths and weaknesses in the Present environment and history of the CDL, which occurred and defined change clearly and commonly, which adds value to the organization. ▪ Study Project Overview ▪ Collection and appropriate planning of actions based on findings ▪ SWOT Analysis ▪ Project Charter Planning Create Implementation Plan Determine which components of the change comply or are committed and identify the frame of reference for the objectives. ▪ Identify the objective/metrics and best approach possible ▪ Prioritized tasks with resource assignments ▪ Build a project road map ▪ Create Change Management Action Plan ▪ Scrum Regular Sessions ▪ Project Schedule ▪ Resource Plan ▪ Issues Log ▪ Risk Register ▪ Weekly progress meetings Execution Build Executive Dashboard Decide 6 Key performance indicators as per the business requirements and create the Dashboard in Power BI. ▪ Install PowerBI ▪ Build Executive Dashboard ▪ Training coaching and mentoring ▪ Fully Functional Executive Dashboard Monitor and Control Develop Reinforcement Strategy Monitor a developed Execute Dashboard and solutions with performance measures and communicated expectations ▪ Assess the task with the metrics ▪ Metrics for measuring performance Close-down Sponsors' Adoption and Use Guide Delivered to a client an Executive Dashboard and to ensure the effective execution and leverage the change. ▪ Define Purpose of the plan ▪ Recommendations ▪ Adaption and Utilization Guide
Project 1: Executive Dashboard Solution Page | 26 Resources needed to implement the Dashboard ▪ PowerBI Pro License for web-based implementation ▪ Administration login ▪ Data Source file (TrackR DataGen.accde) ▪ A web page to publish a report https://www.tutorialspoint.com/power_bi/images/publish_to_web.jpg Suggestions for possible future analysis and development activities ▪ Can upgrade to PowerBI Premium if data set size and frequency of data refresh increases. ▪ Hold regular meetings with the VP’s, updating about the change. ▪ Data on Facility, HR and Manufacturing be aggregated, presenting more diverse information. ▪ Develop a dashboard, which will keep track of which users accessed the dashboards and how many times. ▪ Perform regular data backups to avoid database crashes.
Project 1: Executive Dashboard Solution Page | 27 5.Measuring Success Risks to the Executive Dashboard project Identified Risk Impact Mitigation Action 1 Mitigation Action 2 Server down High Perform a periodical check on server status Use cloud-based services Performance Risk Medium Use of powerful computers Daily backups Increase number of users or workload need Low Upgrade with PowerBI Premium Limit the usage of workload per need Lack of employee engagement Medium Provide training to employees Ensure adequate support to the employee affected by the change Budget High Hold a meeting with the stakeholders and convince them Cheaper Alternative than PowerBI Probable benefits of the Executive Dashboard 1. Effective Collaboration – As the reports are transited into a dashboard by each VP's, it's easier for Billy Bob to look at and collaborate with the different department's VP at the same time and make crucial business decisions. 2. Paperless Finance Report – Previously, the finance reports were published monthly on papers, but now it's easy to view a Dashboard and reflect any change made. 3. Easily understandable – Compared to numbers, the dashboard can show a glimpse of the reports through visual charts, diagrams or graphs that are easy to understand, saving time. 4. Quick Access – As the Executive Dashboard is web-based, it can be accessed anytime, anywhere and any day. 5. Measure Performance – As the dashboard is on one page, it's easier for Billy Bob to measure each department's performance against the established goals and make future enhancement.
Project 1: Executive Dashboard Solution Page | 28 Assumption Made 1. By hiring an IT specialist, we will manage the executive dashboard. 2. CDL is willing to welcome new ideas and strategies to gain more profit. 3. The company is using Power BI to generate graphs and reports. 4. There are VP in the company, and we have divided them according to their functionality. a. Marketing, Finance and HR b. Facilities VP c. IT VP and Manufacturing VP 5. CDL has created its portal, and each VP’s have their own unique ID for logging into the system. 6. The development team had their training for research. Breakdown content Log in with ID & Password Select Graph or Chart Chart Information on the Screen Check the chart or graph Back to the main page Click another chart or graph Check the chart Zoom In Zoom Out Back to the main page Check all chart with data Select and repeat the task Logout
Project 1: Executive Dashboard Solution Page | 29 Pseudo Code PROGRAM Executive Dashboard DO Turn ON Computer CASE OPEN Internet Explorer IF Log IN CDL Website Enter ID and Password ELSE Invalid Credential END CASE DO SELECT Chart Type IF Select Chart Check the information WHILE Check Information Zoom IN Chart Zoom OUT Chart END WHILE Click ON Main Page END IF Click Log out END END 6.Conclusion In conclusion, after successfully implementing every change, the CDL will experience a great new experience. Details will be to the point, and the report will be generated daily. So, CDL will have a decent idea about where their business in standing in the current market. There will get fewer errors on the report as they are generated automatically through the dashboard. This will improve their performance and productivity as well. Billy bob can access all the operations and view all the details. If used properly, it can bring CDL back on business and help grow the company eventually.
Project 1: Executive Dashboard Solution Page | 30 References Figure 2f from: Irimia R, Gottschling M (2016) Taxonomic revision of Rochefortia Sw. (Ehretiaceae, Boraginales). Biodiversity Data Journal 4: E7720. https://doi.org/10.3897/BDJ.4.e7720. (n.d.). doi:10.3897/bdj.4.e7720.figure2f A comprehensive guide on agile methods for modern software development. (2019, May 02). Retrieved June 18, 2020, from https://www.peerbits.com/blog/agile-software-development.html Traveler Persona Example. (0001, January 02). Retrieved from https://qwertyu12.xtensio.com/edit/j6j0ssnp

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Executive Dashboard

  • 1.
    Group 2 -Icons Meghana Ashwathnarayan, Satish Vekariya, Venkata Sai Nishanth, Naomi Kulkarni, Izaz Alchiya, Mano Sai Margam June 19th , 2020 INFO8440 – Integrated Case Study Conestoga Design Limited (CDL) Project-1 – Executive Dashboard Dear INFO8840 Senior Business Analyst: We are the Group 2 the Junior Analysts graduated from Conestoga College in the program of Information Technology Business Analysis. We want to present our analysis on the Executive Dashboard. With the given data and proper analysis, we designed a detailed solution using Power BI for the project. We have also done in-depth research and came across the 6 Key Performance Metrics, which can help change the company’s current situation. The Final Report Solution is sent all with this cover letter and kind request to review the document and provide us with feedback and possible changes. We request to hear from you at the earliest with the written responses. Regards, Team 2: Meghana Ashwathnarayan, Satish Vekariya, Venkata Sai Nishanth, Naomi Kulkarni, Izaz Alchiya, Mano Sai Margam
  • 2.
    Project 1: ExecutiveDashboard Solution Page | 1 2020 Team 2 ICONS 6/19/2020 Project 1: Executive Dashboard Solution
  • 3.
    Project 1: ExecutiveDashboard Solution Page | 2 Statement of Confidentiality To the reader of Conestoga Design Limited (CDL), it is here addressing that the information in the document is confidential, which will not be disclosed to any third party. Any information that will be revealed will not be done without the consent of CDL. The information contained in the document should not be copied or reproduced without the consent of Team Icons. Signature
  • 4.
    Project 1: ExecutiveDashboard Solution Page | 3 Document History Version Author Date Status and Description 1.0 Satish Vekariya 06/22/2020 Merged the document 1.1 Satish Vekariya 06/22/2020 Added Cover letter, Cover page and Statement of Confidentiality 1.2 Izaz Alchiya 06/22/2020 Updated Executive summary 1.3 Mano Sai Margam 06/22/2020 Updated History of CDL 1.4 Mano Sai Margam 06/22/2020 Updated Key Persons and Business Challenges 1.5 Venkata Sai Nishanth 06/22/2020 Added AS IS diagram, TO BE diagram and Use Case 1.6 Mano Sai Margam 06/22/2020 Added Brands affecting CDL and Gap Analysis 1.7 Satish Vekariya 06/22/2020 Added Assumptions, data sources and Pseudo Code 1.8 Naomi Kulkarni 06/22/2020 Added Benefits 1.9 Izaz Alchiya 06/22/2020 Added Cockburn Template and Personas 1.10 Naomi Kulkarni 06/22/2020 Added Measuring Success 1.11 Izaz Alchiya 06/22/2020 Added Known Client requirement 1.12 Meghana Ashwathnarayan 06/22/2020 Added ER diagram 1.13 Venkata Sai Nishanth 06/22/2020 Added Dashboard design 1.14 Venkata Sai Nishanth 06/22/2020 Added Suggested Metrics 1.15 Meghana Ashwathnarayan 06/22/2020 Added Agile Concepts 1.16 Meghana Ashwathnarayan 06/22/2020 Added Phased Rollout 1.17 Naomi Kulkarni 06/22/2020 Added Client Project Plan
  • 5.
    Project 1: ExecutiveDashboard Solution Page | 4 Contents Statement of Confidentiality.........................................................................................................................2 Document History.........................................................................................................................................3 1.An Executive summary...............................................................................................................................6 History of Conestoga Design Limited............................................................................................................6 Key Persons...................................................................................................................................................7 Current Business Challenges.........................................................................................................................7 AS IS Diagram................................................................................................................................................8 Brands affecting CDL.....................................................................................................................................9 The As-Is Principles .......................................................................................................................................9 Persons/ Roles/ Actors Details....................................................................................................................10 Billy Bob – CDL CEO.................................................................................................................................10 I.T Vice President ....................................................................................................................................10 Finance Vice President............................................................................................................................10 Marketing Vice President........................................................................................................................10 Human Resources Vice President ...........................................................................................................10 Manufacturing Vice President ................................................................................................................10 Facilities Vice President ..........................................................................................................................10 Persona .......................................................................................................................................................11 Persona 1 ................................................................................................................................................11 Persona 2 ................................................................................................................................................12 Persona 3 ................................................................................................................................................13 Use Case......................................................................................................................................................14 One Cockburn Template for each interaction ............................................................................................15 Executive Dashboard Management Documentation Solutions..............................................................15 Gap Analysis................................................................................................................................................17 ER Diagram..................................................................................................................................................18 DASHBOARD DESIGN ..................................................................................................................................19 1. CDL Customers................................................................................................................................19 2. Annual Sales of Competitors...............................................................................................................19 3. Product Pricing................................................................................................................................20 4. Sales ................................................................................................................................................20
  • 6.
    Project 1: ExecutiveDashboard Solution Page | 5 5. Production Cost and Profits............................................................................................................21 6. Quantities sold by Month ...................................................................................................................21 3.Implementation of Dashboard.................................................................................................................22 What is Agile? .........................................................................................................................................22 Implementation Process:........................................................................................................................23 Phase 1: Research ...............................................................................................................................23 Phase 2: Strategic Decision.................................................................................................................23 Phase 3: Implementation....................................................................................................................23 Phase 4: Evaluation.............................................................................................................................23 Phase 5: Maintenance & Improvements ............................................................................................23 The Data Sources ....................................................................................................................................24 4.Client Project Plan....................................................................................................................................25 Detailed Project Plan...............................................................................................................................25 Resources needed to implement the Dashboard...................................................................................26 Suggestions for possible future analysis and development activities ........................................................26 5.Measuring Success...................................................................................................................................27 Risks to the Executive Dashboard project ..................................................................................................27 Probable benefits of the Executive Dashboard ..........................................................................................27 Assumption Made.......................................................................................................................................28 Breakdown content.................................................................................................................................28 Pseudo Code ...............................................................................................................................................29 6.Conclusion................................................................................................................................................29 References ..................................................................................................................................................30
  • 7.
    Project 1: ExecutiveDashboard Solution Page | 6 1.An Executive summary Conestoga Design limited started business by selling three quality medical imaging scanner to local clinics. In 2014 they lowered the cost of the research and development during this year. They move the warehouse close to the shipping dock. In 2015 TRACKR was launch to the public. They projected sales of 5000 TRACKR a month. For the development, they skipped the testing mode. During the first few years, they achieved outstanding sales, and CES was known for the innovative design of the year. But due to some problem in TRACKR, they notice decreased in the sales, and if this continues, then that think they might become bankrupt. To overcome this problem, CDL tries their best and doing everything they can to regain their business. History of Conestoga Design Limited Conestoga Design Limited (CDL) started its business in January 1998 by building and selling three custom made medical imagery scanners of high quality and slowly started to gain reputation in the market by focusing on quality and excellent attention to detail. By January 2014, they have emerged as market leaders, and the machinery build by them are recognized as highly reliable. After success in the scanners field, they started working on the designs of their first non-commercial product named as TrackR. Billy Bob, CEO of CDL, wanted to fast-track the development of TrackR, which resulted in them skipping some of the initial phases like focus groups, user requirements, beta testing and elicitation of the product. This brought down the cost of research and development for TrackR. By August 2014, CDL has converted one of the shipping warehouses into a manufacturing plant of TrackR and hired the personnel needed for assembly. They also have double the staffing in their call centres to provide customer service and tech support for TrackR, February 2015 marked the official launch of TrackR, and CDL had projected sales of selling at least 5000 devices per month for the next 2.5 years, which was good. Within a month of its official launch, TrackR was awarded the best new product by CES as one of the most innovative designs. In 2016, everything was going great when one day, one of the big box sellers had returned 7000 TrackR devices and informed them that they would no longer sell them. This was a significant shock to management as they all taught the product was a success. Later that year, Billy Bob held annual stockholder meetings and announced that CDL faced potential bankruptcy and hoped to solve all the problems with his executives' help.
  • 8.
    Project 1: ExecutiveDashboard Solution Page | 7 Key Persons Stakeholders who are involved throughout the project timeline and their roles and responsibilities are listed below: Roles Responsibilities Billy Bob CEO of CDL CEO of Conestoga Design Limited and decision-maker in the company Manufacturing Vice President Handles the production of products Human Resources Vice President Hires and consults all personnel needed for the work Finance Vice President Handles the Finances of CDL and provides executives with monthly finance reports Facilities Vice President Makes sure all the required resources are available Marketing Vice President Involved in product marketing strategy Information Technology Vice President Oversees the IT operations at CDL Current Business Challenges Billy Bob got to know that CDL could become bankrupt and wanted to know the root cause of the problem and make sure that he meets all his executives on regular basis. He is willing to hire an outside business consultant for guidance. CDL also needs advice on management of small-scale business. Users are fine with the wearable tech part of TrackR, but they have raised complaints about the application which runs it. Because of cost cutting measures which were taken at the initial stages of application development it has caused a big problem. They need some metric to help them guide through these tough times. The AS-IS diagram shown below represents the challenges at CDL:
  • 9.
    Project 1: ExecutiveDashboard Solution Page | 8 AS IS Diagram Start CEO holds the meeting All Executives attend Financial Stats discussed TrackR Sales discussed VP s share their research Billy Bob is confused by stats Finance team submits details All executives explain their expenses No solution is derived from meeting CEO discloses about potential bankruptcy CEO decides to meet VP s 3 times a week End
  • 10.
    Project 1: ExecutiveDashboard Solution Page | 9 Brands affecting CDL TrackR is wearable tech, and there are many competitors involved. Some of them are: Proteus Discover It is a digital medicine made of ingestible sensors, wearable sensor patch and application on mobile phone Neurotech Innovator of in-home EEG setups Athos Wearables health technology that comes in form of clothing Atlas Tracking Use Body sensing technology for exercise monitoring Matrix Powerwatch 2 Top competitor in thermoelectric energy efficiency The As-Is Principles • Measurement of success in operations • Exposure to report circulation which uses computer-based methods • A vision towards the better-supervised company • Make sure to improve their product sales • Issues or ideas which would help in the project • Meeting all the executives at least three times per week
  • 11.
    Project 1: ExecutiveDashboard Solution Page | 10 Persons/ Roles/ Actors Details Skills, Concern and Attitude Billy Bob – CDL CEO • Skills - Founder of CDL • Concern – Not able to manage employees and plan out the thing with facing potential bankruptcy • Attitude – Make efforts to increase the sales of TrackR and save the company from bankruptcy I.T Vice President • Skills – Creative mindset, web developers, critical thinking • Concern – Inexperienced in handling big projects • Attitude – Works hard and delivers a successful project Finance Vice President • Skills - Accounting, Calculations, stock knowledge • Concern – Did not plan and is facing potential bankruptcy • Attitude – Make sure that the sales of the company are increased Marketing Vice President • Skills – Good communication skills and market knowledge • Concern – Unable to increase the sales of TrackR • Attitude – Likes to try and implement new strategies to increase the sales Human Resources Vice President • Skills - Good communication skills and staffing • Concern – Recruiting people • Attitude – Excited to work on new projects Manufacturing Vice President • Skills – Knowledge of supply chain management and customer service • Concern – production costs • Attitude - Manage workforce in the warehouse and reduce production costs Facilities Vice President • Skills - Make sure to provide all the facilities • Concern – Make end-user happy and satisfy with the product delivered. • Attitude – Provide solutions and services
  • 12.
    Project 1: ExecutiveDashboard Solution Page | 11 Persona Persona 1
  • 13.
    Project 1: ExecutiveDashboard Solution Page | 12 Persona 2
  • 14.
    Project 1: ExecutiveDashboard Solution Page | 13 Persona 3
  • 15.
    Project 1: ExecutiveDashboard Solution Page | 14 Use Case User CEO IT VP Finance VP Human Resource VP Facilities VP Marketing VP Manufacturing VP Dashboard Developer Login Authenticate Create profile Verfiy data Display Create Dashboard Review Dashboard Categorize Compare data Manage Dashbaord Update Logout <<include>> <<include>> <<include>>
  • 16.
    Project 1: ExecutiveDashboard Solution Page | 15 One Cockburn Template for each interaction Executive Dashboard Management Documentation Solutions Use case #1 Request for information Goal in context Obtain more information and solve doubt related to the project Scope and level Primary Preconditions We have less information related to the executive dashboard. Success end condition Can clear the doubt of the requirements by solving RFI Failed end condition Doubts will be not solved Primary, Secondary Actors CDL, junior business analyst. Trigger We have less information so decided to create RFI Description Step Action 1 Create an RFI document 2 Ask CDL for doubts Description Step Branching action 1a Include cover letter for the documentation <<include>> cover letter 1b Document history for the project <<include>> Document summary Use case #2 Project management documentation Goal in context Manage all the project schedule, milestone, and control of the project Scope and level Primary Preconditions We are given the project of executive dashboard Success end condition Manage all the project deliverables Failed end condition Unable to manage all the project deliverables. Primary, Secondary Actors CDL, junior business analyst. Trigger Immediate start works on the management of the executive dashboard. Description Step Action 1 Manage the dashboard 2 Prepare the document Description Step Branching action 1a Elicit technique for the documentation <<include>> elicitation technique 1b Analysing the documentation <<include>> document analysis 1c Assumption and constraints of the dashboard <<include>> constraints and Assumptions.
  • 17.
    Project 1: ExecutiveDashboard Solution Page | 16 Use case #3 Login Goal in context Able to access the dashboard Scope and level primary Preconditions The software should be open. Success end condition Successful login Failed end condition Login failed or an error message. Primary, Secondary Actors Primary actor: user Trigger Open the software and click login. Description Step Branching action 1 Open software 2 Click login Extension Step Branching action 1a Set user profile <<include>> set user profile 1b Check correct username and password <<include>> verify 1c Display error if username and password is wrong <<Extend>> display error Trigger Open the dashboard and click login. 1 Open software 2 Click login 3 Review graph and compare Extension Step Branching action 1a Understand the difference between market and result <<include>> compare result Use case #4 Log out Goal in context Successful exit the dashboard Scope and level Primary Preconditions The dashboard is already logged in by the user. Success end condition Logged out Failed end condition Successful exit from the dashboard Primary, Secondary Actors Primary user: User Trigger Use dashboard software and click logout. Description Step Action 1 Open software 2 Use dashboard 3 Click logout
  • 18.
    Project 1: ExecutiveDashboard Solution Page | 17 Gap Analysis Focus Groups Current State Desired Future State Action Plans Finance Insufficient money leading to potential bankruptcy Increase sales of TrackR Implementing Dashboard Time Analyze and understand data from reports submitted by Finance team Reduce time analyzing the data using a dashboard Build the Dashboard Interaction Difficult to meet all the executives with different schedules All details which are to be discussed is present in the dashboard Develop the dashboard for employees Decision Making Tracking performance of a single time is hard Data tracking is smooth which makes decision making an easy task Implementing the dashboard for analyzing data Data Transparency Documents are not accessible to all the employees at one point Everyone can access and analyze data at the same time Multiple users can access a dashboard Paper Based Some of the details are missed Everything is online and is accessible for everyone Developing the graphical layout
  • 19.
    Project 1: ExecutiveDashboard Solution Page | 18 ER Diagram Executive Dashboard – Data from TrackR Data Generator A separate file also attached for a better view.
  • 20.
    Project 1: ExecutiveDashboard Solution Page | 19 DASHBOARD DESIGN CDL is facing many problems currently, and fighting is to meet the market share. By having an executive dashboard, it can assist CDL to understand the market share, performance of competitors and investment details by which they can find a solution for the problems they are facing. 1. CDL Customers This world map shows customers of CDL across the world. The blue dots represent customers of CDL. By having this world map chart, CDL can get to know how countries their products are not being used and can start marketing and selling in those places. 2. Annual Sales of Competitors This clustered column chart shows annual sales of CDL and its competitors for 2016, 2017, 2018 and 2019. By seeing this data, CDL can compare with its competitors and change its marketing strategy for the upcoming years.
  • 21.
    Project 1: ExecutiveDashboard Solution Page | 20 3. Product Pricing This chart shows pricing details of CDL products, pricing details such as unit cost of production, wholesale price, MSRP, monthly sales target and sales per year. By seeing the chart below, they can increase the products that are being sold most and gain profits. 4. Sales The clustered column chart below shows the number of quantities sold by competitors of CDL as we can see Fitbit sold the maximum amounts compared to the other competitors. By having this data, CDL can change their strategy in selling the products and gain profits.
  • 22.
    Project 1: ExecutiveDashboard Solution Page | 21 5. Production Cost and Profits This chart shows how many products are being produced, production cost and unit selling price by seeing this CDL can easily understand which product is giving maximum profits and which is giving loss to the company. By changing their strategies, they can have maximum benefits than earlier. 6. Quantities sold by Month The below graph shows the quantities sold on a monthly basis. This shows how to have the inventory based on the quantities sold.
  • 23.
    Project 1: ExecutiveDashboard Solution Page | 22 3.Implementation of Dashboard What is Agile? Agile is one of the emerging methodologies. It is a process where the overall process is broken down into multiple stages and managing it accordingly. It comprises various iterations, which involves endless cooperation with all the stakeholders and continuous improvement at all iterations. By using Agile, the changes can be accumulated at any stage of the project, which meets customer expectations. It gives us a clear idea about what needs to be delivered and how it can be solved. CDL is one of the capable companies that can accommodate the current emerging technology or methodology, leading to company success. Training is provided to the employees on how to implement Agile methods, which helps them to integrate the changes as and when the customer expectation and needs replacement. Benefits gained in the process of learning Agile Concepts to employees: • Fast Moving • Flexible • Knowledge Transfer • Teambuilding • Communication Skills
  • 24.
    Project 1: ExecutiveDashboard Solution Page | 23 Implementation Process: The below phases explain how the process leads to the success of the project, and stakeholders will have an idea about the overall process. Phase 1: Research The first step is to conduct research and obtain maximum data necessary to find a solution for a given problem. Data can be retrieved either by primary or secondary research, and it requires specific techniques like Observation, Elicitation & Surveys to collect the statistics from stakeholders. The analysis helps us to determine the Key Performance Metrics, which drives the company to success. SWOT can be conducted to understand the competitor’s perspective and analyze its strength and weakness once the research is undertaken to prepare and complete all the necessary Project Management documents for the reference of the stakeholders. Phase 2: Strategic Decision Once all the related data is collected, the next step is to move ahead with the project scope and project goal. Analyze the problem and identify the different alternatives to the problem. Find the best solution which solves the problem. The tasks must be divided among team members, and everyone should work teambuilding spirit. The project must be delivered within the timeline decided. Daily progress and reports must be generated, which keeps the whole team and stakeholders updated. This maintains peace among stakeholders and enhances communication. Phase 3: Implementation Once the goal and scope are decided, the next most significant part is implementation. Identify the most critical performance metrics needed for the project to create a dashboard. The solution being implemented should be compatible with all hardware and software. Essential training should be provided wherever required, and tutorials will be present for reference. Phase 4: Evaluation In this phase, the solution will be evaluated and checks, whether it works competently & successfully. The answer is verified with all metrics and factors, and finally, it will be considered a final solution for the project. Phase 5: Maintenance & Improvements In the final phase, the dashboard is put into the real-time experience. It is tested and examined for any errors and rectified if found any. Users will be asked for any ideas that may lead to a better version of the dashboard. Feedback is essential to understand if a solution was successful or not.
  • 25.
    Project 1: ExecutiveDashboard Solution Page | 24 The Data Sources The data collected is from CDL database. The below table provides us an insight No Table name Description Authorized 1 Customer Details of the customers who are using a dashboard Marketing 2 Place Details of places where customers are Marketing 3 Invoices Invoice bills with complete details Marketing Finance 4 Competitors Details of CDL’s competitor Marketing 5 DayReturns Details of daily return products Marketing 6 Feedback Details of customer feedback Marketing 7 DaySales Details of daily sales Marketing 8 DayCustomers Details od customers per day Marketing 9 Country Data about countries of customers Marketing 10 CustSat Details of status of customers Marketing 11 Terms Details of terms of use in Database IT 12 DayProducts Details of daily production log Manufacturing 13 ProvStates Details of customers province or state Marketing 14 UserDemographics Details of demographic information of customers Marketing 15 Products Details of products of CDL Marketing Manufacturing
  • 26.
    Project 1: ExecutiveDashboard Solution Page | 25 4.Client Project Plan Detailed Project Plan Project Phase Needs Background Actions Deliverables Initiation Define and Validate the Change Identify strengths and weaknesses in the Present environment and history of the CDL, which occurred and defined change clearly and commonly, which adds value to the organization. ▪ Study Project Overview ▪ Collection and appropriate planning of actions based on findings ▪ SWOT Analysis ▪ Project Charter Planning Create Implementation Plan Determine which components of the change comply or are committed and identify the frame of reference for the objectives. ▪ Identify the objective/metrics and best approach possible ▪ Prioritized tasks with resource assignments ▪ Build a project road map ▪ Create Change Management Action Plan ▪ Scrum Regular Sessions ▪ Project Schedule ▪ Resource Plan ▪ Issues Log ▪ Risk Register ▪ Weekly progress meetings Execution Build Executive Dashboard Decide 6 Key performance indicators as per the business requirements and create the Dashboard in Power BI. ▪ Install PowerBI ▪ Build Executive Dashboard ▪ Training coaching and mentoring ▪ Fully Functional Executive Dashboard Monitor and Control Develop Reinforcement Strategy Monitor a developed Execute Dashboard and solutions with performance measures and communicated expectations ▪ Assess the task with the metrics ▪ Metrics for measuring performance Close-down Sponsors' Adoption and Use Guide Delivered to a client an Executive Dashboard and to ensure the effective execution and leverage the change. ▪ Define Purpose of the plan ▪ Recommendations ▪ Adaption and Utilization Guide
  • 27.
    Project 1: ExecutiveDashboard Solution Page | 26 Resources needed to implement the Dashboard ▪ PowerBI Pro License for web-based implementation ▪ Administration login ▪ Data Source file (TrackR DataGen.accde) ▪ A web page to publish a report https://www.tutorialspoint.com/power_bi/images/publish_to_web.jpg Suggestions for possible future analysis and development activities ▪ Can upgrade to PowerBI Premium if data set size and frequency of data refresh increases. ▪ Hold regular meetings with the VP’s, updating about the change. ▪ Data on Facility, HR and Manufacturing be aggregated, presenting more diverse information. ▪ Develop a dashboard, which will keep track of which users accessed the dashboards and how many times. ▪ Perform regular data backups to avoid database crashes.
  • 28.
    Project 1: ExecutiveDashboard Solution Page | 27 5.Measuring Success Risks to the Executive Dashboard project Identified Risk Impact Mitigation Action 1 Mitigation Action 2 Server down High Perform a periodical check on server status Use cloud-based services Performance Risk Medium Use of powerful computers Daily backups Increase number of users or workload need Low Upgrade with PowerBI Premium Limit the usage of workload per need Lack of employee engagement Medium Provide training to employees Ensure adequate support to the employee affected by the change Budget High Hold a meeting with the stakeholders and convince them Cheaper Alternative than PowerBI Probable benefits of the Executive Dashboard 1. Effective Collaboration – As the reports are transited into a dashboard by each VP's, it's easier for Billy Bob to look at and collaborate with the different department's VP at the same time and make crucial business decisions. 2. Paperless Finance Report – Previously, the finance reports were published monthly on papers, but now it's easy to view a Dashboard and reflect any change made. 3. Easily understandable – Compared to numbers, the dashboard can show a glimpse of the reports through visual charts, diagrams or graphs that are easy to understand, saving time. 4. Quick Access – As the Executive Dashboard is web-based, it can be accessed anytime, anywhere and any day. 5. Measure Performance – As the dashboard is on one page, it's easier for Billy Bob to measure each department's performance against the established goals and make future enhancement.
  • 29.
    Project 1: ExecutiveDashboard Solution Page | 28 Assumption Made 1. By hiring an IT specialist, we will manage the executive dashboard. 2. CDL is willing to welcome new ideas and strategies to gain more profit. 3. The company is using Power BI to generate graphs and reports. 4. There are VP in the company, and we have divided them according to their functionality. a. Marketing, Finance and HR b. Facilities VP c. IT VP and Manufacturing VP 5. CDL has created its portal, and each VP’s have their own unique ID for logging into the system. 6. The development team had their training for research. Breakdown content Log in with ID & Password Select Graph or Chart Chart Information on the Screen Check the chart or graph Back to the main page Click another chart or graph Check the chart Zoom In Zoom Out Back to the main page Check all chart with data Select and repeat the task Logout
  • 30.
    Project 1: ExecutiveDashboard Solution Page | 29 Pseudo Code PROGRAM Executive Dashboard DO Turn ON Computer CASE OPEN Internet Explorer IF Log IN CDL Website Enter ID and Password ELSE Invalid Credential END CASE DO SELECT Chart Type IF Select Chart Check the information WHILE Check Information Zoom IN Chart Zoom OUT Chart END WHILE Click ON Main Page END IF Click Log out END END 6.Conclusion In conclusion, after successfully implementing every change, the CDL will experience a great new experience. Details will be to the point, and the report will be generated daily. So, CDL will have a decent idea about where their business in standing in the current market. There will get fewer errors on the report as they are generated automatically through the dashboard. This will improve their performance and productivity as well. Billy bob can access all the operations and view all the details. If used properly, it can bring CDL back on business and help grow the company eventually.
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    Project 1: ExecutiveDashboard Solution Page | 30 References Figure 2f from: Irimia R, Gottschling M (2016) Taxonomic revision of Rochefortia Sw. (Ehretiaceae, Boraginales). Biodiversity Data Journal 4: E7720. https://doi.org/10.3897/BDJ.4.e7720. (n.d.). doi:10.3897/bdj.4.e7720.figure2f A comprehensive guide on agile methods for modern software development. (2019, May 02). Retrieved June 18, 2020, from https://www.peerbits.com/blog/agile-software-development.html Traveler Persona Example. (0001, January 02). Retrieved from https://qwertyu12.xtensio.com/edit/j6j0ssnp