4 ways dashboards lead to data driven decisions

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?