1 / 44

Juan Gallegos November 2011

A dashboard that suits the purpose. Juan Gallegos November 2011. Objective. Objective of this presentation. Content. A Dashboard that Suits the Purpose. Basics. Context. Core. Design. Example. Conclusions. Content. A Dashboard that Suits the Purpose. Basics. Context. Core.

nirav
Download Presentation

Juan Gallegos November 2011

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. A dashboardthat suits the purpose Juan Gallegos November 2011

  2. Objective • Objective of this presentation

  3. Content A Dashboard that Suits the Purpose Basics Context Core Design Example Conclusions

  4. Content A Dashboard that Suits the Purpose Basics Context Core Design Example Conclusions

  5. Definition • What is a Dashboard? Tool Information Decision Maker Performance Management Tool Performance Indicators Conclusions Basics Context Core Design Example Corrective Actions Objectives - Strategies

  6. Purpose Performance Management Tool Provide proper/relevant performance information Decision Maker Make informed decisions / Take corrective actions Related to business objectives Conclusions Basics Context Core Design Example Achieve desired performance Realize business objectives

  7. Process Execute tasks Execute corrective actions Measure Performance Provide proper/relevant performance information Conclusions Basics Context Core Design Example Decision Maker Make informed decisions / Take corrective actions

  8. Pre-Requisites Provide proper/relevant performance information Information Valid Reliable Consistent Timely Clearly displayed Conclusions Basics Context Core Design Example Make informed decisions / Take corrective actions

  9. Considerations • Technology / IT systems to support the process • Cost of information • Top-down conception • Drill-down capabilities $ Conclusions Basics Context Core Design Example

  10. Example DASHBOARD data Performance indicators information displayed processed Conclusions Basics Context Core Design Example decision maker

  11. Example • 50km/hr = 50km/hr • Real Time • Reliable and consistent over time • Easy to identify at a glance Conclusions Basics Context Core Design Example

  12. Context A Dashboard that Suits the Purpose Basics Context Core Design Example Conclusions

  13. Business Model OBJECTIVES GOALS STRATEGY MISSION & VISION Conclusions Basics Context Core Design Example DASHBOARD

  14. Dashboard and Scorecard Scorecard Performance Management Tool Strategic Purposes Corrective Actions Strategic Levels Targets and Thresholds Aligned with Strategies = Top down conception Monitor Performance Conclusions Basics Context Core Design Example Dashboard Specific Objectives Track Results Operational Levels Alert Messages

  15. Level in the Organization Monitoring Frequency Scorecard Mission & Vision Strategic Level Goals Strategies Dashboard Strategic Objectives Conclusions Basics Context Core Design Example Operational Level

  16. Dashboard and Scorecard Balanced Scorecard Dashboard Conclusions Basics Context Core Design Example Strategies Mission & Vision Strategic Objectives

  17. Core A Dashboard that Suits the Purpose Basics Context Core Design Example Conclusions

  18. Key Performance Areas Objective KPAs Critical for Success Monitor Performance Basics Context Core Design Example Conclusions Make Informed Decision Take Corrective Actions

  19. Key Performance Indicators Address Performance within a specific area Key items  successful results • Objective of the KPI • Indicator • Measurement • Target / Thresholds • Alerts Components Basics Context Core Design Example Conclusions

  20. Types of KPIs Basics Context Core Design Example Conclusions

  21. Types of KPIs - Example Quantitative Basics Context Core Design Example Conclusions Qualitative Quantitative Leading Lagging

  22. Design A Dashboard that Suits the Purpose Basics Context Core Design Example Conclusions

  23. Design KPI • What is the objective? • Leading to the objective? • What? How? When? Who? Resources? • Values • Communicate to decision maker: Visual/Audio Aids • Objective • Indicator • Measurement • Target / Thresholds • Alerts Conclusions Basics Context Core Design Example

  24. Design • Consequence/Cause • Types of KPI • Specific • Measurable • Achievable • Realistic • Time Based Conclusions Basics Context Core Design Example • “SMART”

  25. Checklist • Performance Areas are defined • Related to Performance Area • Address Critical Points  Success = Achieve Objective • Information  Action - Desired Performance • Components Conclusions Basics Context Core Design Example

  26. Checklist • KPI types are Balanced • Leading  Lagging • Drill down  Root Cause • SMART approach • Technology / IT • Cost / Resources Conclusions Basics Context Core Design Example

  27. Dashboard Project – Operation – Product Line Strategic Objectives: … Data Date …. Other information Key Performance Indicators Alert Target Measurement Indicator Area Objective A B Conclusions Basics Context Core Design Example C D

  28. Dashboard Conclusions Basics Context Core Design Example

  29. Example A Dashboard that Suits the Purpose Basics Context Core Design Example Conclusions

  30. Example Company ABC Business context Conclusions Basics Context Core Design Example

  31. Example Overview Services Organization structure Dashboards Conclusions Basics Context Core Design Example KPI Deviation in Performance

  32. Example Operations Street Sweeping (manual) Services Conclusions Basics Context Core Collect and dispose the product of street sweeping Design Example

  33. Example - Organization Organization Structure • CEO • Operations Manager • Sweeping Services Manager • Route Supervisor • Street Sweeper Dashboards Conclusions Basics Context Core Design Example

  34. Example – The Process The Process - Street Sweeping • Sweep • Pick-up & put into bag • Tie, remove bag and place it on the curb Conclusions Basics Context Core Design Example • Put a new bag in the cart

  35. Example – The Process The Process - Collecting the Product • Drive/Stop where bag is • Get off the truck • Pick-up and load Conclusions Basics Context Core Design Example • Drive to next bag

  36. Example – The KPI The KPI Conclusions Basics Context Core Design Example

  37. Example Conclusions Basics Context Core Design Example

  38. Example • Sweepers • Bags The Process • Bag collectors • Truck Drivers • Trucks Conclusions Basics Context Core Design Example

  39. Example • Labor Cost • Equipment Cost • Consumables Cost Conclusions Basics Context Core Design Example A KPI that Suits the Purpose

  40. Example • http://www.youtube.com/watch?v=qD-rjGbNNsE Conclusions Basics Context Core Design Example

  41. Example Conclusions Basics Context Core Design Example Dashboards that Suit the Purpose

  42. Conclusions A Dashboard that Suits the Purpose Basics Context Core Design Example Conclusions

  43. Conclusions Strategic Objective is aligned with our Mission and Vision Make informed decisions / Take corrective actions Purpose of this Dashboard Achieve business objectives Identification of Key Performance Areas Conclusions Basics Context Core Design Example Checklist Selection of Key Performance Indicators Feedback Does this Dashboard suit the Purpose?

  44. THANK YOU

More Related