SharePoint dashboard for enhanced business intelligence
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Transcript of SharePoint dashboard for enhanced business intelligence
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SharePoint Dashboard Best Practices:
An Executive’s Guide
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The Executive Dashboard
An interactive view of the health of your company:
© 2013 AllianceTek Inc.
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Information to Drive Your Business Forward
© 2013 AllianceTek Inc.
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Information to Drive Your Business Forward
Gain business insights
Make informed decisions
Manage by objectives and exceptions
Achieve goals
© 2013 AllianceTek Inc.
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SharePoint for Executive Dashboards
© 2013 AllianceTek Inc.
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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.
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Creating a SharePoint Executive Dashboard
© 2013 AllianceTek Inc.
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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
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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.
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Creating a SharePoint Executive Dashboard
Extract
Transform
Load
Often referred to as ETL
© 2013 AllianceTek Inc.
Step 3: Build the Data Warehouse
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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.
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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
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SharePoint Dashboard Best Practices
© 2013 AllianceTek Inc.
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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.
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A Successful SharePoint Dashboard Implementation Means:
© 2013 AllianceTek Inc.
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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
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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]