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AllyGill,UKSMAConference2008
1
22
Concepts
o Understandwhatwereallymeanwhenwetalkaboutdashboards
Principles
o ReviewsomegoodpracFcesinvolvedinestablishingandusingadashboard
PiGalls
o HighlightthekeypiGallslikelytotrapthedashboardiniFators,owners,
designersandusers
33
“We are drowning in information, but
starved of knowledge”
ANON
4
55
dashboard |�da sh �bôrd| Noun: thepanelfacingthedriverofavehicleorthepilotofanaircraO,containinginstrumentsandcontrols
instrument |�instr�m�nt| Noun: 1atoolorimplement,esp.onefordelicateorscienFficwork:asurgicalinstrument|wriFng
instruments;athingusedinpursuinganaimorpolicy;ameans:dramaasaninstrumentoflearning.
2ameasuringdeviceusedtogaugethelevel,posiFon,speed,etc.,ofsomething,esp.amotorvehicleor
aircraO.
control |k�n�trōl| Noun: 1thepowertoinfluenceordirectpeople'sbehaviourorthecourseofevents:thewholeoperaFonis
underthecontrolofaproducFonmanager|thesituaFonwasslippingoutofhercontrol;theabilityto
manageamachineorothermovingobject:helostcontrolofhiscar|improveyourballcontrol;the
restricFonofanacFvity,tendency,orphenomenon:pestcontrol;thepowertorestrainsomething,esp.
one'sownemoFonsoracFons:givechildrenFmetogetcontroloftheiremoFons;(oOencontrols)a
meansoflimiFngorregulaFngsomething:growingcontrolsonlocalspending;aswitchorotherdevice
bywhichamachineisregulated:thevolumecontrol.
Source–newOxfordAmericandicFonary/AppledicFonary
66
Adigitaldashboard,alsoknownasanenterprise
dashboardorexecuFvedashboard,isabusiness
managementtoolusedtovisuallyascertainthestatus
(or"health")ofabusinessenterpriseviakeybusiness
indicators.
Digitaldashboardsusevisual,at‐a‐glancedisplaysof
datapulledfromdisparatebusinesssystemstoprovide
warnings,acFonnoFces,nextsteps,andsummariesof
businesscondiFons.
77
Weseemtousethetermsinterchangeably
VeryoOenwecombineaspectsofallthreeinto
anenFtyandcallitadashboard
88
ManagementDemands
DashboardforpresentaFontoboard
Office/ITStaffCreate
ExcelSpreadsheet
ManagementPresent
Dashboard
BoardAdoptsDashboardasbestthingsincesliced
bread
Dashboardfallsintodisuse/
misuseaOerthreemonths
99
Easytouseofficetoolslullusintobadworking
pracFces
Uninformedbutwell‐meaningmanagersiniFate
theproblemthroughunrealisFcrequests
Uninformedbuteager‐to‐pleasestafffailtopush
backandbuildbeauFfulcreaFonsbutpoor
businesssoluFons
10
1111
ADashboardisaviewintoanintegratedsystemofcriFcalacFviFes
Alltheseelementsneedtobeconsidered,definedanddesigned
Input/Collection
Data Storage Data Manipulation
Data Analysis
Data Presentation
Interpretation &
Decision Making
Rules and Definitions
1212
Dashboard‐PresentaFon
Reports–DetailedAnalysis
Repository–RawData
Input/Collection Data Storage
Data Manipulation Data Analysis
Data Presentation
Interpretation & Decision Making
1313
• SENIORMANAGERS,BUSINESSUSERS
Dashboard‐PresentaFon
• ANALYSTS,MANAGERS,
Reports–DetailedAnalysis
• SYSTEMS,ENGINEERS,MANAGERS
Repository–RawData
1414
ManagementDemands
DashboardforpresentaFontoboard
Office/ITStaffCreate
ExcelSpreadsheet
ManagementPresent
Dashboard
BoardAdoptsDashboardasbestthingsincesliced
bread
Dashboardfallsintodisuse/
misuseaOerthreemonths
1515
ManagementIdenFfiesBusiness
RequirementforDashboard
Analystsdefineandvalidate
requirements
MetricsSystem
EstablishedandDefined
DashboardCreated,
PilotedandVerified
DashboardUsebecomes
insFtuFonalised
1616
BuildingaDashboardiseasy–tobuildauseful
Dashboardneedsdisciplinedbusinessand
systemsengineering
TheDashboardistheoutputfromacomplex
chainofevents,acFviFesandpeople
Dashboarddevelopmentneedstomovefrom
conageindustrytoindustrialisaFon
17
1818
What’sthepurpose
How’sthedashboardgoingtobeused
Whohasaccesstothedashboard
Dashboardneedstoservetheneedsofthe
businessnottheegosofitsusers
1919
Datameansdifferentthingstodifferentsetsof
people
Usersneedtobetaughthowtousethe
dashboardandhowtointerpretdashboarddata
consistentlyandeffecFvely
Dangersofunusedelementsofdashboard
2020
DysfuncFonalbehaviour:
o BehaviouralignedtoachievingKPIsatexpenseof
goodbusinessdecisions
ApporFonofblame:
o KPIsusedto“punish”staff
MisinterpretaFon:
o Poordecisionsbasedonmisunderstandingofdata
2121
FailuretoactonKPIs:o KPIsignoredunFlpreventaFveacFonistoolate
Wrongusers:o PMsorsupportstaffdon’thaveaccesstomanagementdata
Over‐engineeringasoluFon:o ToomuchdetailburiestherealinformaFon
2222
Adashboardisamanagementtooltofacilitate
thedecisionmakingprocessandneedsaDefined
PurposeandAudience
Decisionsarerequiredateverylevelofthe
enterpriseanddifferentviewsofthesamedata
mayberequiredtomakedecisions
Thetargetaudienceneedstounderstandtheir
roleandtheinformaFonbeingpresented
23
2424
Metricsprogrammesmusthavemanagement
commitment
Inappropriatescope–toomuch,toosoonvtoo
linle,toolate
Inappropriateorambiguousmeasures
TherearePeopleissuesinvolved
2525
DashboardsmustalignwithexisFngmetricsand
measurementprogrammes
CostofdatacollecFonmustnotexceeditsvalue
Dataqualityassuranceisparamountfor
successfuldashboarduse
UsersmustbetaughtnottotakeinformaFonat
facevalue
2626
Adashboardcanonlybeusefulifthedataisof
highquality
VerificaFonandfeedbackloopsmustbeinplace
tocontrolroguedatabeforeitcausestrouble
Measuresandtheiranalysesneedtobe
consistentacrossthescopeofthedashboard–
ideallyattheenterpriselevel
27
2828
DashboardBuildingisnotTrivial
o Considerthewholesystem,notjusttheend‐point
Don’tBuildadashboardwhenareportwilldo
o Reportscapturethemoment–dashboardsshowthe
trends
TargettherightsetsofUsersandeducatethe
o Who’sgoingtousethedashboardandhow?
2929
Usethedashboardtohelpdecisionmaking
o Agooddashboardwillfacilitatedecisionmakingifit
iswelldesignedandusedproperly
Aimforgoodness,notquanFty
o RemovespuriousinformaFon,andrevisecontentas
necessary
FocusonconsistentandconFnuoususage
o Industrialiseyourdashboardsacrossthebusiness
3030
“In this age, which believes that there is a short cut to everything, the greatest
lesson to be learned is that the most difficult way is, in
the long run, the easiest” HENRYMILLER
UKSMAConference2008
31
FormoreinformaFonpleasecontact:
AllyGill,
OwnerandPrincipalConsultant,
ALLYGILL.CO.UK
www.allygill.co.uk