session 1 pdf slide notes business dashboard presentation
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TRANSCRIPT
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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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Information=Decisions �
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Key takeaways �
• Business value �
• Design/Development Process �
• How do we use them?�
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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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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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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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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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How to Design?�
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Teamwork - Business and IT�
Business Info needs Visual tools Fast access
IT Data tables
Application development Fast access
Drilldown needs
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Application Skills �Excel
Access
ERP Systems
Dashboarding tools
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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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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 �