session 1 businessdashboardpresentation-christensen

WHITEBOARD BUSINESS PARTNERS

Results at a GlanceTelling your business story through

dashboardsCarolinas Council IMA Conference

17 February 2012


The car dashboard


The speed of business


Information=Decisions


Key takeaways

•Business value

•Design/Development Process

•How do we use them?


Three key questions

•Why do we need a dashboard?

•How do we present information?

•How do we design it?


Why do we need a dashboard?


Business vs. Technical

•Why are we spending time on this?

•Why don’t we just start designing?


Exercise (10 Min)

•Assignment of role (see workbook)

•What information do you need?

•Why do you need it?


Key Performance Indicators (KPIs) vs.

MetricsMetrics

KPIs


Follow-up exercise(10 Min)

•Identify metrics in your role

•Which metrics are KPIs?

•Why are other metrics not KPIs?


Types of Dashboards

Strategic

Tactical

Operational


How do we present?

• Simple

• Visual

•Organized


Tables


Charts


Narratives


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


How to Design?


Teamwork - Business and IT

BusinessInfo needsVisual toolsFast access

ITData tables

Application developmentFast access

Drilldown needs


Application Skills

Excel

Access

ERP Systems

Dashboardingtools


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?


A true business project

•Management

• Finance

• Information Technology

•Communication


Project Planning

• Events

•Milestones

• To-do items

•Critical path


Questions and Discussion


Resources

•Business Dashboards - Nils Rasmussen, et al

•Balanced Scorecards & Operations Dashboards in Excel - Ron Person

•Excel 2007 Dashboards & Reports for Dummies - Michael Alexander


WBP Information

•Phone – (563) 265-1161

•E-mail – [email protected]

•Website – www.whiteboardbusiness.com


Information = Success

•Communication

• Flexibility

• Key metrics