tips for improving business user adoption of it generate dashboards - webinar slides

S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com

Breaking the Business Out of ExcelPresented by Mary Bolen & Caroline Wright


• Introductions

• State of the Business & Technology

• Step By Step Guide to Improving User Adoption

• Demonstration: Handing Over a Marketing Dashboard

• Q & A

Agenda


BI Consultant, CCG8 years experience with IBMIBM Certified Cognos Analytics Developer Speaker & Technical Blogger – follow my pulse on LinkedIn at:

• www.linkedin.com/in/marytbolen

Meet Your Speakers

MaryBolen

Marketing Manager, CCGIBM Cognos Analytics CertifiedCommunication Specialist responsible for all marketing campaign performance analyticsConnect with Caroline at:

• www.linkedin.com/in/carolinemwright

CarolineWright

Analytics empowering clients to see farther & go faster

BUSINESS INTELLIGENCE: It’s Who We Are and What We Do.

Business Value – Improve business processes via analytic solutionsVendor Agnostic – Data & analytics focus with leading technology expertisePartner Approach – Trusted advisor and evangelist, change cultures Our People are the Best – Experienced, passionate, professionals


Organizational Challenges

• Who? Difficulty collaborating with departments

• What? Making sense of the business data

• When? Prioritizing reporting needs

• Where? Data in multiple places

• How? Inability to join data from different sources


Marketing Challenges

• When? Need for fast information

• Where? Transparency in reporting

• How? Lack of technical skills

• What? Metrics aren’t always clear

• What now? Desire for prescriptive analytics


Technological AdvancementsWhat are vendors like IBM doing to counteract these challenges?

• Single unified web experience• Intuitive and interactive interface• Easy access to data and combine data modules• Smarter self-service • Ability to instantly share findings with others• Enterprise scale on a trusted, governed platform


So how do we successfully hand off a dashboard to the business?

Here are 5 steps to help get you there…


Step 1

Shadow business users to identify current reporting

processes


Step 2

Data discovery session to identify

metrics & KPI’s


Step 3

Develop a sample dashboard


Step 4

Working session to develop a functioning dashboard together


Step 5

Schedule routine check in sessions


Demo – Using IBM Cognos Analytics


Demo – IT Sample Dashboard for Review


Demo – Upload Your Data


Demo – New Dashboard Following Feedback


Demo – Select New Dashboard Layout


Demo – Bring In Your Data


Demo – Develop with Business Unit


Demo – Select Charts

*You can either select a chart that you know you want and bring in the data second or pull the metrics in first and Cognos will guess which type of chart you want based on the data, though you’ll have the option to change it later.


Demo – Final Dashboard Built Together


Review5 Steps for Improving User Adoption:

1. Shadow business users to identify current reporting processes

2. Data discovery session to identify metrics & KPI’s

3. Develop a sample dashboard

4. Working session to develop a functioning dashboard together

5. Schedule routine check in sessions

Thank you!

www.ccgBI.com

813.265.3239

[email protected]

LinkedIn.com/in/carolinemwright

@ccgbi

A copy of the recorded webinar and presentation will be emailed to you shortly. Please feel free to email any remaining questions to Caroline Wright at [email protected]

http://www.ccgbi.com/

http://www.ccgbi.com/

mailto:[email protected]