sharepoint dashboard for enhanced business intelligence

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SharePoint Dashboard Best Practices: An Executive’s Guide

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Learn how SharePoint Dashboards enhance business intelligence. Get premium BI solutions with SharePoint. SharePoint 2010 and SharePoint 2013 development encourages information governance & business automation empowering businesses towards growth & profitability. See more at http://www.alliancetek.com/collaboration-tools.html

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Page 1: SharePoint dashboard for enhanced business intelligence

SharePoint Dashboard Best Practices:

An Executive’s Guide

Page 2: SharePoint dashboard for enhanced business intelligence

The Executive Dashboard

An interactive view of the health of your company:

© 2013 AllianceTek Inc.

Page 3: SharePoint dashboard for enhanced business intelligence

Information to Drive Your Business Forward

© 2013 AllianceTek Inc.

Page 4: SharePoint dashboard for enhanced business intelligence

Information to Drive Your Business Forward

Gain business insights

Make informed decisions

Manage by objectives and exceptions

Achieve goals

© 2013 AllianceTek Inc.

Page 5: SharePoint dashboard for enhanced business intelligence

SharePoint for Executive Dashboards

© 2013 AllianceTek Inc.

Page 6: SharePoint dashboard for enhanced business intelligence

SharePoint for Executive Dashboards

Works well with existing technology

May be in use already

Power-user capabilities

Process automation and business intelligence in one platform

Expert assistance readily available

© 2013 AllianceTek Inc.

Page 7: SharePoint dashboard for enhanced business intelligence

Creating a SharePoint Executive Dashboard

© 2013 AllianceTek Inc.

Page 8: SharePoint dashboard for enhanced business intelligence

Step 1: Define Your Key Performance Indicators

What do you want to achieve?

What key measures would give you the insights you need to achieve your goals?

© 2013 AllianceTek Inc.

Creating a SharePoint Executive Dashboard

Page 9: SharePoint dashboard for enhanced business intelligence

Creating a SharePoint Executive Dashboard

Step 2: Find the data

Where is it stored?

Are you capturing the data you need?

If not, redefine your processes to collect the data.

© 2013 AllianceTek Inc.

Page 10: SharePoint dashboard for enhanced business intelligence

Creating a SharePoint Executive Dashboard

Extract

Transform

Load

Often referred to as ETL

© 2013 AllianceTek Inc.

Step 3: Build the Data Warehouse

Page 11: SharePoint dashboard for enhanced business intelligence

Creating a SharePoint Executive Dashboard

Step 4: Make it Visual

Create initial dashboards internally.

For more sophisticated dashboards, partner with someone.

What to visualize, for example:• Number of inquiries• Active prospects• Average sales cycle time• Website visits, demographics of

visitors and bounce rates

© 2013 AllianceTek Inc.

Page 12: SharePoint dashboard for enhanced business intelligence

Creating a SharePoint Executive Dashboard

SharePoint is not just for top management.

Make sure it works for the team.

If there are issues, make adjustments.

The more the team uses your SharePoint executive dashboard, the more your company will benefit.

© 2013 AllianceTek Inc.

Step 5: Get feedback from the team

Page 13: SharePoint dashboard for enhanced business intelligence

SharePoint Dashboard Best Practices

© 2013 AllianceTek Inc.

Page 14: SharePoint dashboard for enhanced business intelligence

SharePoint Dashboard Best Practices

Avoid information overload -- track only what your company will take action on (KPIs)

Address concerns about big-brother syndrome – people may feel they are being watched and judged

Define data needs clearly and concisely

Be prepared to see something you don’t like

© 2013 AllianceTek Inc.

Page 15: SharePoint dashboard for enhanced business intelligence

A Successful SharePoint Dashboard Implementation Means:

© 2013 AllianceTek Inc.

Page 16: SharePoint dashboard for enhanced business intelligence

A Successful SharePoint Dashboard Implementation Means:

A Healthy Business that: Empowers employees Focuses on the big picture,

not fire-fighting Spurs growth and

profitability

© 2013 AllianceTek Inc.

A Balanced Life can mean A good night’s sleep Attending more of your kids’

baseball games Visiting friends and relatives

you haven’t seen in years Better golf scores

Page 17: SharePoint dashboard for enhanced business intelligence

AllianceTek is a Software Development company where experienced IT consultants offer business solutions. Whether you’re a chief executive officer, chief technology officer, business manager, entrepreneur or software vendor, we can help you connect with your

customers, empower your employees, integrate with your vendors, or bring your vision to life.

Contact us now.

© 2013 AllianceTek Inc.

AllianceTek Inc.

112 Moores Road, Suite 200Malvern, PA 19355Phone: 484-892-5713Fax: [email protected]