4 ways dashboards lead to data driven decisions
TRANSCRIPT
Dashboards : Data Driven Decisions
Paroon ChadhaCEO
Story Telling : Picture is worth a thousand words Trends are important to contextualize Keep everyone on the same page (portal)
Use them to Drive…your Business!
Why Dashboards?
Participate in our Dashboard Polls using the GoToMeeting Polls.
Poll Questions
Help Managers define what is important Educate teams about things that matter Set goals and expectations for specific groups / Individuals Help Executives sleep at night, knowing what’s going on Encourage specific actions in a timely manner Highlight exceptions and provide alerts when plans go off track Communicate progress and success Provide a common interface with and analyzing important
business data
Our Research
1. Quick, instant- Manual Entry- Examples : Count downs, Important #, etc.
2. Long journey, frequent updates
- Excel - Examples: Loan growth, ROA, Charge Off, etc.
3. When the data resides somewhere else - SQL - Examples: Portal usage, Core data exports, etc.
Kinds of Data
Sales / performance Portal engagement Integration with other systems
◦ Salesforce◦ Quickbooks◦ Symitar
Strategic Initiatives/ Projects*
Common Uses
State Indicators Easier to create, update, and modify New Gauge Options Portal data now in Dashboards Ability to leverage the SQL option for other apps
This is a major upgrade. Focus was to make implementation fast.
Use with confidence!
What’s New
Let’s see them!
Align your portal to your business strategy Track portal success
◦ Gain insights ◦ Celebrate Success
Talk to your CSM Requires your commitment No extra charge
Executive Business Review
Why this is important Examples
◦ Strategic Plan◦ Portal Engagement data◦ Helped desk data
Targeted Dashboards
Intersection of Planning & Visualization
Annual Strategic plan Merger Major projects Core conversion
Lay out the plan, combine with the “Why”(TED talk by Simon Sinek)http://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action/transcript?language=en#t-227869
Intro to Strategic Planning Matrix
Follow up Webinar (March 17th, 2PM) Sign up for PowWOW 2015
Strategic Planning Matrix
Focusing all Eyes on Your Strategic Plan:
Get introduced to a new and powerful way to
provide clear and consistent communication
on your organization and department’s
performance and goals.
Explore how Strategic Matrix and Dashboards can
be an accelerator by providing easy access to key
initiatives, underlying projects, and performance
trends on your portal.
What would you do with these new dashboard capabilities?
Dashboard impact
For Dashboards Module customers◦ Free upgrade◦ Available now ◦ Sign up for training (help.Passageways.com ) or
contact your CSM For organizations considering Dashboards
◦ Contact your CSM
Strategic Planning Matrix : ◦ Sign up for March 17th Webinar◦ Contact your CSM if there is active interest for
getting regular updated release information.
How do get all this?