SWaM/SDV DashboardCOVA: Department of Minority Business Enterprise

October 2012

DMBE SWaM/SDV Dashboard SWaM/SDV Reporting and Analytics Role-Based Dashboards SWaM/SDV Procurement Plan 2nd Tier Compliance Collaboration Outreach Platform Polling & Surveys

SWaM/SDV Reporting & Analytics Dynamic Dashboard Visualizations & Tabular Reports

Key Performance Indicators (KPI) Monitoring Period Display Trend Display Drill-down Functionality Preconfigured and Ad-Hoc Reports

SWaM/SDV Analysis Secretariat Functional Area Ethnicity Vendor

Performance Vs. Goals Statewide & Individual Agency

Role-Based Dashboards Administrators, Agencies, DMBE Data Specialists, Vendors, Public

SWaM/SDV Reporting & Analytics

Custom Date Range Predefined

ranges: Month, Fiscal Quarter, Fiscal Year

The widgets presented in the SWaM/SDV Dashboard are based on the data filters selected. This arms DMBE will powerful reporting capabilities that were previously unavailable. Business Type: SWaM/SDV Organization: Agency,

Secretariat, Department Data Source: Accounting

system, pCard, self reported, etc.

Vendor/Supplier Product/Service: NAICS

Code

Data Filters

Automated, preconfigured & Ad-Hoc reports

Drill-Down Functionality SWaM/SDV Analysis:

Secretariat, functional area, ethnicity, vendor

Performance vs. Goals: Statewide & individual agency

Role-Based Dashboards: Administrators, agencies, DMBE data specialists, vendors, public

Dashboard Analytics

Period Display

DMBE users can created scheduled and activity-based alerts and notifications based on user-defined thresholds.

Alerts & Notifications

Each agency/secretariat is benchmarked and graded against their set goals vs. actual expenditure with overall performance trends.

Trends & Benchmarking

SWaM/SDV Reporting & Analytics

Full listing of vendors with their total dollar amount from the Commonwealth

Vendor Analysis: Selecting a vendor from the left screen will render the right pie chart breaking down the expenditure by NAICS code

Utilize the filters to narrow down this reporting Ex: DMBE could immediately generate a

full vendor expenditure report for just Service Disabled Veteran owned businesses

Multi-Drill Down Functionality

The SWaM/SDV Dashboard allows users to visualize data with various chart types and tabular reports. Dashboard visualizations are available for export and print from the application. Sample reports/charts include: Trend Charts Pie Charts Bar Charts Tabular Reports

Dynamic Visualizations and Tabular Reports

Immediately see what filters are currently selected that are feeding the SWaM/SDV dashboard visualizations

Active Filters

Role-Based DashboardsPredefined and custom user roles are available in the SWaM/SDV Dashboard to restrict user access to various data sources and dashboard reports/visualizations for a user group. Additionally, user restrictions can be applied to individual users as well. Predefined User Roles: Administrator Agency Secretariat DMBE Data Specialist Vendor Public/GuestExample Individual User Access:DMBE creates a user that is provided access to only the COVA Education and pCard data.

User Roles

When an agency/secretariat user logs into the SWaM/SDV Dashboard, he/she will be restricted to only their own expenditure data.

Additionally, their SWaM/SDV utilization will be benchmarked against their own agency/secretariat SWaM/SDV Plan goals.

Agency/Secretariat Dashboard

SWaM/SDV Procurement Plan The web-based SWaM/SDV Procurement Plan application is part of the agency

dashboard view

Enables all executive branch agencies to input and/or validate their annual SWaM/SDV usage goals

Agencies are able to log into the dashboard to not only visualize their current spending but also benchmark their performance vs. set goals in real-time

SWaM/SDV Plan functionality supports data collection, synthesis, and automated generation of the agency’s Performance and Accountability Report (PAR) Annually maps to the strategic goals and functional areas outlined by the leadership team

Authorized agency POCs are given SWaM/SDV Plan widgets to set individual agency targets

2nd Tier Compliance Verify and validate 2nd tier transactions from prime contractors to secondary DMBE-

certified sub-contractors to ensure contractual compliance

2nd Tier Compliance components Prime Vendor Notification, Reminders, Alerts

On-demand and scheduled notifications to prime vendor when sub reports are due with clear login/reporting instructions

Subcontractor Spend and Contact Details Prime reporting of direct/indirect subcontractor spend with primary POC System tracks compliance at the contract level

Subcontractor Notification Email notifications to sub POC requiring online validation

Payment Validation Subcontractor validation of payment and requesting additional info such as date of receipt,

method of payment and product/service details SWaM/SDV Spend Tracking and Data Warehouse

Validated payments are released into the data warehouse for 2nd tier contractor reporting

2nd Tier Compliance

Complete prime to sub payment compliance management and oversight for DMBE users

Vendor Portal access for vendors to enter, verify and validate 2nd tier transactions

Prime Vendor Enters Subcontracting Details Into The Vendor Portal

Subcontractor Notification of Reported Payment Subcontractor Validation: Verify and validate reported prime

payments with additional info such as date of receipt, method of payment and product/service details

SWaM/SDV Spend Tracking and Data Warehouse: Validated payments are released into the data warehouse for 2nd tier contractor reporting

Collaboration Outreach Platform Web-based enterprise analytics and social networking portal

Open discussion around specific dashboard charts and reports

Improve accessibility to information between DMBE and any other interested party (citizens, agencies, colleges/universities, partners, customers, etc.)

Polling & Surveys Mail, email, website surveys

Collaboration Platform

Custom messages will facilitate open communication

about DMBE reports

Share any widget with other users

Select whether to share the widget using

live or fixed data

Users can enable the recipient to publish the shared widget

Make any shared message

and report private in the

dashboard

Recipients have a Collaboration homepage to view all reports/charts

that have been received

Polling & Surveys Allows DMBE to immediately poll/survey the SWaM/SDV community

including vendors and agencies

Mail, email, website surveys

Elegant dashboard interface to monitor responses

Multiple surveys and polls can be created on the fly

Engage back with respondents without leaving the collaboration platform

Polling and SurveysImmediately create

custom DMBE surveys to gather feedback from the

vendor community

Tablet, website, email and paper-based surveys

Log into the SWaM/SDV dashboard to analyze

customer & vendor responses

Scheduled or ‘on-the-fly’ surveys

Polling & Surveys: Unsolicited Feedback Gather, interpret, analyze, and take action on all forms of

unstructured feedback data

Web crawlers collect millions of mentions and reviews

Uncover the true voice of citizens

Online public media sources Social media: FaceBook, Twitter, etc. Review sites Blogs and microblogs Forums Comment threads

Better manage your online presence

Improve public relationships, marketing initiatives, and other strategic functions

Contact Us

Andrew RaineyDirector, Sales & Business

Development703.917.1650 x102

arainey@bfountain.com

Binary Fountain, Inc.8300 Boone Blvd, Suite #160

Vienna, VA 22182www.bfountain.com