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Effectively promoting findings and actionable next-steps from data analytics is the key to conveying a meaningful message to stakeholders and to promote data-driven decision making. Creating a streamlined process and developing replicable visual dashboards from large datasets can add value and save an organization time and stress. Has your company utilized data visualization tools to enhance the quality and impact of your reports? © 2018 Reveille Group, LLC Streamlining Reporting and Analysis through Dashboard Design

Streamlining˜Reporting and Analysis through Dashboard Design Group Case Study...promote data-driven decision making Leveraged Tableau’s robust analysis capabilities to provide stakeholders

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Page 1: Streamlining˜Reporting and Analysis through Dashboard Design Group Case Study...promote data-driven decision making Leveraged Tableau’s robust analysis capabilities to provide stakeholders

E�ectively promoting findings and actionable next-steps from data analytics is the key to conveying a meaningful message to stakeholders and to promote data-driven decision making. Creating a streamlined process and developing replicable visual dashboards from large datasets can add value and save an organization time and stress. Has your company utilized data visualization tools to enhance the quality and impact of your reports?

© 2018 Reveille Group, LLC

Streamlining Reporting and Analysis through Dashboard Design

Page 2: Streamlining˜Reporting and Analysis through Dashboard Design Group Case Study...promote data-driven decision making Leveraged Tableau’s robust analysis capabilities to provide stakeholders

Veteran Service Organization

After several years of using increasingly complex Excel spreadsheets, our client needed a solution to e�ciently provide meaningful and digestible data to a variety of stakeholders. Reveille Group’s challenge was to find an engaging data visualization platform that would provide a range of stakeholders with timely and engaging data visualizations that did not require significant sta� time to generate. In addition to ensuring the data was easily replicable, the solution needed to be accessible to a variety of di�erent users with varying backgrounds and skill sets. 

CLIENT CHALLENGEDeveloping a

dashboard structure

allows stakeholders

from a variety of

areas to interact with

data without the risk

of data corruption or

non-replicable charts.

CLIENT INDUSTRY

OUR SOLUTIONOur team documented the organization’s reporting needs and identified gaps in the existing analytical structure to achieve our client’s objectives. After considering all available options, we presented our client with interactive and user-friendly Tableaudashboards that were sustainable and would be easily replicable for future use.

© 2018 Reveille Group, LLC

Page 3: Streamlining˜Reporting and Analysis through Dashboard Design Group Case Study...promote data-driven decision making Leveraged Tableau’s robust analysis capabilities to provide stakeholders

Identified existingreporting requirements

and pain points

01 02Pinpointed opportunities

to provide previouslyuntenable analysis

Developed compelling visualizations and

dashboards

03Engaged stakeholder

groups

04

© 2018 Reveille Group, LLC

Reviewed prior requests to determine nature and scope of clients' needs

Determined previous method of analysis and identified opportunities to standardize reporting structures

Provided data dictionary and summary to client for review and verification

OUR APPROACH

Identified gaps in analysis and utilized Tableau to address disparities

Developed procedures to promote data-driven decision making

Leveraged Tableau’s robust analysis capabilities to provide stakeholders with more impactful findings

Identified opportunities to improve style and streamline information

Structured dashboards thematically in a formatted, user-friendly manner

Generated documentation on processes and data analysis

Conducted meetings with stakeholders to highlight improvements

Made revisions based on stakeholder feedback and insights

Finalized product and provided methods for external review

To accomplish these goals, we:

Reveille developed interactive reporting dashboards to:OUR GOALS

Provide stakeholders access to relevant information without risking data corruption or misinterpretation

Create compelling visualizations that can be continuously updated

Ensure analysis can be replicated

Provide insight into potential program improvement areas

Page 4: Streamlining˜Reporting and Analysis through Dashboard Design Group Case Study...promote data-driven decision making Leveraged Tableau’s robust analysis capabilities to provide stakeholders

I am interested in starting or owning a business.

HIGH-LEVEL VISUALS OF KEY PERFORMANCE METRICSComprehensive and quick-changing visuals of data provide stakeholders with a clear,interactive method to easily understand and interpret complex metrics. Previously, this information would take hours to compile in Excel and was a challenging task to replicate.

Reveille Group, LLC www.reveille-group.com | 1875 K Street NW Suite 400, Washington, DC 20006 | (202) 505-5322

DATA MANAGEMENTFormalized transparent data and reporting structures

REPORT GENERATIONEmpowered client to easily generate reports without consuming sta� time

STRATEGIC ANALYSISAided client in identifying gaps in their service areas that were not previously identified

OURIMPACT

EXAMPLE OF AN OUTCOMES VISUAL DASHBOARD

More interested, increase in confidence61%

Neutral11%

No increasein confidence

42%

22%

11%

1%

1%

23%

Significantly More

More

Neither More Nor Less

Less

Significantly Less

Not Reported

Would you refer someone to the program?

Did the program increase your confidence in starting or owning a business?

Yes

No

Null

Yes

No

Null

69%

8%

23%

73%

4%

23%

Less interested,no increase in

confidence

Less interested,increase inconfidence

1%

2%3%