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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 �