session 1 businessdashboardpresentation-christensen
DESCRIPTION
TRANSCRIPT
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WHITEBOARD BUSINESS PARTNERS
Results at a GlanceTelling your business story through
dashboardsCarolinas Council IMA Conference
17 February 2012
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WHITEBOARD BUSINESS PARTNERS
The car dashboard
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The speed of business
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WHITEBOARD BUSINESS PARTNERS
Information=Decisions
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WHITEBOARD BUSINESS PARTNERS
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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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WHITEBOARD BUSINESS PARTNERS
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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WHITEBOARD BUSINESS PARTNERS
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.
MetricsMetrics
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
BusinessInfo needsVisual toolsFast access
ITData tables
Application developmentFast access
Drilldown needs
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Application Skills
Excel
Access
ERP Systems
Dashboardingtools
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WHITEBOARD BUSINESS PARTNERS
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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WHITEBOARD BUSINESS PARTNERS
WBP Information
•Phone – (563) 265-1161
•E-mail – [email protected]
•Website – www.whiteboardbusiness.com
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WHITEBOARD BUSINESS PARTNERS
Information = Success
•Communication
• Flexibility
• Key metrics