Recently, I had the chance to think about past dashboard projects that I helped save, or complaints I have recently heard about “at-risk” dashboard projects. I offered the following as advice to colleagues and wanted to share my thoughts with you… I offer these three things to consider as your organization looks to improve your dashboard project success rate:
TIP 1: Know who you are designing for and what they need
“Dashboards” are tools to help business people assimilate information, but different roles, lines of business, and management levels need the right information at the right time.
Strategic Dashboards- Management / Executives
Strategic dashboards should present top level KPIs and performance monitoring metrics for management or executives. Sometimes these managers want everything including the kitchen sink, or believe that one dashboard project (expense) can serve the needs of management and lower levels. One dashboard should not typically serve the needs of multiple roles, and as I have found, it is typically easier to build two dashboards than try to build the security and logic.
Analytical Dashboards- Analysts
Analysts typically end up wanting the raw data so they can play with it in Excel. We have great new tools from SAP like Visual Intelligence and newer versions of Explorer that can begin to approach the needs of an analyst. Dashboards do make a great entry point for analysts, but generally lack the horsepower required out of the box. I have seen WebI or the addition of Antivia XWIS remedy the data volume, adhoc, and data export requirements that often come up with analytical dashboards.
Operational Dashboards- Operations
Operations generally means instant, real-time information. Call centers, dispatch, and emergency management users are typical consumers and if they don’t have a fast, super simple user experience, they will trash your dashboard. The connectivity needs to be very fast, especially in an operations center where someone is physically reviewing the dashboard throughout the day. Typically a bottle neck is real-time data availability unless the customer has experience building real-time applications. As such I recommend you flushing out this before dragging a single component onto the canvas.
Informational Dashboards- Everyone else
Informational dashboards are typically geared toward a broader audience of business users. As such, your dashboard needs to be built to win over this audience. The best way to do so is ensure the first phase of your project is delivered quickly, looks amazing, and must be functional.
TIP 2: Set expectations from day 1
A dashboard design solution like Xcelsius has always been our BI Army Swiss knife for applications, but it is not magic. It has its own set of technical limitations that should be understood and communicated. A dashboard developer or project manager should set expectations for what is possible out of the box, what extendable using third party software is, and that if you wait for SAP to deliver the fix or feature, it could be a long wait.
I have walked into countless engagements where the business defined requirements and was told those requirements were possible with Xcelsius, yet no one ever pushed back to set expectations that it would require 40 queries and take 5 minutes to refresh. This is not good!
TIP 3: Find a business champion
Many dashboard projects may be pushed from the top down to end users who may have existing tools and processes for doing things. You have one shot to make an impressions with a new application and if you don’t have someone on your side who is respected by end users you could run into trouble even if you build the best dashboard. A business champion can provide gut checks along the way to make sure the dashboard will be generally adopted, and help evangelize the excitement of a new dashboard so upon delivery, you don’t face an angry mob who will block adoption of the new dashboard.
Ryan Goodman is the Founder of Centigon Solutions, an SAP® software solution partner, that is strategically focused on developing add-on products for use with Xcelsius®. To learn more about him, please visit our Gurus page.