Executive Dashboarding Andy Carlson Rally Technical Account Manager Larry Maccherone Rally Product...

“Executive Dashboarding”

Andy CarlsonRally Technical Account Manager

Larry MaccheroneRally Product Owner

Hey Larry, what should we call this thing?

RIFFin’

On Dashboards

Chuck and Keith

A Riff• Wikipedia - In music, a riff

is an ostinato; a repeated chord progression, pattern, or melody, often played by rhythmic instruments. The riff is the base of the musical composition. They are most common in rock music, funk, and jazz.

In the music world…

• Most musicians find influence from other musicians from their past.

• Riffin’ is a common practice where musicians take a good idea from the past and make it their own

So what?

Teams need jumpstarts

Dashboarding is easy, right?

Create a Dashboard for your team to Riff off of!

Executive Dashboarding• Who are your execs?• Do they care?• How can we make them care?

Get On the Same Page

• Use shared dashboards to create a consistent language across your business

• If Execs aren’t engaged now, they will be when everyone is singing from the same sheet of music

Create Consistent Visibility• Create consistent

visibility• Link Execution to

Strategy• Consolidation of

practice• Consistency with

Autonomy

HOW?

Changes as of last weekend!

• Panels and Apps as one!

Share

• Larry walk through

Copy & Riff

Custom Gridding (tips from Larry)

Experiment with queries in WSAPI

(((((___)))))

query operators

tags.name

Let’s make a custom grid!

ODMI Framework

better Measurement

better Insight

better Decisions

better Outcomes

Where do we start?

• Think roles…• Think team level.• Start small.• Roll up!

Starting Small

• Which reports do we start with at a team level?

Team Level Metrics

Burndowns and Velocity

Detailed Info about the team at your fingertips…

Global “Project Hierarchy”

Intended to represent Team Structure

Use “planning projects’ to group programs

Scope data across the “programs” to see aggregated data

Throughput/Cycle Time

Think Roles!

Steve’s Dashboard

The same concepts can be applied to Release level information…

Portfolio Kanban to track Upstream Process (pre-dev)

Portfolio Level Dashboards for Execs or the PMO

Todd’s Dashboard

Catherines MVP RPM Panels

• #13 - How do I locate stories that are not connected to a Portfolio Item?

• #14 - 14. How do I remove completed portfolio items from view?

User Stories Associated with a PI?

Here’s a treat!

Larry’s Bad Data Panel

• (((((KanbanState = "Accepted") OR (KanbanState = "In Test")) OR (KanbanState = "Walkthrough")) OR (KanbanState = "Merged")) AND (((FeatureToggleStatus = "") OR (ImpactonOps = "")) OR (Release = null)))

Teams need jumpstartsDashboarding is easy, right?

Steal an example from today

And riff…

Make everyone happy!

Dashboard Showdown!?

• Whose got one?• What’s in it for

you?