Lecture 6 - Boardroom Presentation.pdf

The picture can't be displayed. Business Data Warehouse Interactive Boardroom Presentations Digital Boardroom — A Digital Boardroom is an executive presentation technology that integrates multiple executive views of the organization — Executives from different functional areas each utilize their...

The picture can't be displayed. Business Data Warehouse Interactive Boardroom Presentations Digital Boardroom — A Digital Boardroom is an executive presentation technology that integrates multiple executive views of the organization — Executives from different functional areas each utilize their own dashboard — Digital Boardrooms combine several of these dashboards into a metric driven executive conversation 2 Dashboard Definition “A visual display of the most important information needed to achieve one or more objectives; consolidated and arranged on a single screen so the information can be monitored at a glance” (Stephen Few) 3 Data Table Visualization 4 Dashboard Visualization 5 Evolution of Dashboards Automobile Dashboards Business Dashboards Display: Simple Lamps Function: -Indication of engine issues Display: Simple Charts Function: -Simple monitoring of some business areas Second Generation Display: -Lamps -Gauges -Odometers Function: -Indication of engine issues -Measure fuel, etc. -Measure speed, distance Display: -Advanced Charts -Gauges & Indicators -Tables Function: -Advanced monitoring -Drill down to analyze -Monitor key metrics Third Generation Display: -Lamps -Gauges -Odometers -GPS Function: -Indication of engine issues -Measure fuel, speed, dist. -Show route & destination Display: -Advanced Charts -Gauges & Indicators -Tables -Scorecards -Strategy Maps Function: -Advanced monitoring -Drill down to analyze -Monitor key metrics -Monitor tactics -Monitor strategy First Generation Image Source: Rasmussen/Bansal/Chen (2009), p.5 Fourth Generation Dynamic Dashboards © Maverick Consultant Management, Inc. Peripheral Vision Peripheral Vision Windshield 7 Praxis Engine © © Maverick Consultant Management, Inc. 8 Critical Aspects of the Dashboard • Essential Strategic Metrics • Single Visual Frame • Monitored at a Glance • Designed with the Audience Context in Mind 9 Dashboard Development Process 1) Business Discovery 2) Identify Design Metaphors 3) Define Data Sources 4) Design the Dashboards 10 Conducting Executive Interviews Prepare Interview Questions in Advance • What are the strategic objectives? • What are the Key Performance Indicators? • What do you want the Dashboard to tell you? • What actions would be taken? 11 Identify Design Metaphors • What picture from the real world frames the answer – Identify objects from the natural world – Identify landscape shapes from the natural world – Integrate human shapes, mannerisms and processes • What is the audience and context of consumption – Executives – Regional Managers – Salespeople • Choose high level navigation style consistent with consumption 12 Define the Business Question What is our progress in customer acquisition? Source: http://enterprise-dashboard.com/sales-pipeline-enterprise-dashboard-opportunity-metrics-analysis/ 13 Customer Acquisition KPI • Expected Revenue by Sales Cycle Phase • Customer Projects by Phase • New / Active Opportunities by Phase • Conversion Percentage 14 Customer Acquisition Metaphor Cold Warm Hot Opportunity 15 Define the Business Question What are the gaps in product availability? Image Source: Medtronic 16 Customer Acquisition KPI • Product Availability % • Revenue % on Backorder • Days on Backorder Mean and Median (moving average) • Availability Failures by Product Line Dollar and % • Revenue Summaries by Time Segment 17 Product Availability Metaphor Image Source: Forwardfromfifty, Medtronic 18 Define the Business Question How do we maximize occupancy? Image Source: http://www.sap.com/solutions/sapbusinessobjects/sme/xcelsius/demos/index.epx 19 Hospitality Occupancy KPI • Actual / Target Occupancy % • Actual / Forecast Bookings % • Mean Metrics – Capacity % – Operating Margin % – Net Income % • Customer Satisfaction Survey Index (1-10) 20 Hospitality Occupancy Metaphor Image Source: hermentorcenter.com, www.sap.com. 21 Visual Screen Value • Place highest value visual components is high value space • Utilize summaries, exceptions and drill-down capabilities • Remove less important data 22 SAP Digital Boardroom — Interactive presentation layer for executive presentation — Combines multiple stories, dashboards, and reports into a presentation — Presentations are called Boardrooms — Designed for large screen presentations with touch input 23 Boardroom Overview — Boardrooms typically use an overview structured like a dashboard for contributing stories and reports Image Source: Abassin Sidiq, SAP Analytics Cloud 24 Presentation Consolidation — Divisions, business units, lines of business, and functional areas may have unique stories that contribute to the Boardroom — Responsive pages provide automatic scalability to large screens — Canvas and grid pages can be used but may have inconsistent performance with large screens, pads, or mobile devices 25 Multiple Screen Presentation — Capabilities for large wall and multiple screen presentations are built into the Boardroom — Boardrooms are designed to have larger multiple view conversations Image Source: Abassin Sidiq, SAP Analytics Cloud 26 Multiple Screen Navigation — If multiple screen viewing was defined in the Boardroom and it is accessed from a single screen, the multiple screens are defined as tab pages at the top of the screen Image Source: Abassin Sidiq, SAP Analytics Cloud 27 Boardroom Design — Edit mode provides an overview of all sections of the Boardroom and their relationships — Jumps from one section to another can be defined here 28 Context Menu — Content Menu is available on each element or frame in the Boardroom — Context Menu can be accessed with a long press on the screen or mouse click Image Source: Abassin Sidiq, SAP Analytics Cloud 29 Context Menu Actions — Content structure is opened by clicking on a Dashboard — Search collects hits from the entire Boardroom — Filter addresses a specific chart or table — Jump to provides the frames or sections that can be accessed immediately — If defined in the chart or table, Chart Actions can be applied — VDT provides additional interactions for a Value Driver Tree Image Source: Abassin Sidiq, SAP Analytics Cloud 30 Tree Structure Navigation — Navigation through the Boardroom can be accomplished using a Tree Structure of the Table of Contents providing access to all sections — A Featured Topics list can be used to highlight frequently visited sections or hot topics Image Source: Abassin Sidiq, SAP Analytics Cloud 31 Explorer — In any story the Explorer can launch into the Data Explorer mode to review values in that chart Image Source: Abassin Sidiq, SAP Analytics Cloud 32 Configure Charts for Explorer — Opening the Builder in any chart provides for configuration of the Explorer — Creators can define the specific Dimensions and Measures available for exploration Image Source: Abassin Sidiq, SAP Analytics Cloud 33 Creating Boardroom Types — A Boardroom can be structured as an Agenda or a Dashboard — An Agenda follows a designated sequence of topics — A Dashboard is designed as a network of topics that are linked to each other Image Source: Abassin Sidiq, SAP Analytics Cloud 34 Agenda Structure — An Agenda of topics is sequenced — Each topic is defined with Timing and Responsible Party — Pages,Tables, and Charts are then added to each topic of conversation — Page additions must be managed to the allotted time frame Image Source: Abassin Sidiq, SAP Analytics Cloud 35 Dashboard Structure — A Dashboard type is built for flexible data exploration, answering questions that change from meeting to meeting — Dashboard structure can also be consistent with the conversation of subtopics changing for each meeting Image Source: Abassin Sidiq, SAP Analytics Cloud 36 Frame Configuration — Story charts can be configured for inclusion in a Boadroom by configuring the Boardroom Properties — Allowable actions for each chart can be configured including Sorting, Top N, and Variance — Each story chart, table, widget must be configured individually — Input controls work better on touch devices versus filters Image Source: Abassin Sidiq, SAP Analytics Cloud 37 Creating An Agenda — From the main menu select Create>Digital Boardroom — Provide an appropriate name — Select Agenda as the boardroom type Image Source: Abassin Sidiq, SAP Analytics Cloud 38 Import Stories — Click on the Library button — Click on the Import button — Choose the story for import — Click on expand to show all pages Image Source: Abassin Sidiq, SAP Analytics Cloud 39 Create First Agenda Item — Name the Agenda Item with the topic, choose the presenter, and set the time — Click the +, name it with the topic — Insert pages or entire stories from the library, drag and drop the objects from the library to the agenda item Image Source: Abassin Sidiq, SAP Analytics Cloud 40 Create Agenda Items — Click the + from the menu bar, name it with the topic — Define the presenter and the time — Insert pages as required Image Source: Abassin Sidiq, SAP Analytics Cloud 41 Configuring Topics — Topics can be … Duplicated — Hidden in this presentation — Hidden in Mobile presentation — Tagged as a Featured Topic — Image Source: Abassin Sidiq, SAP Analytics Cloud 42 Topic Filter — Select a topic — Click on the Topic Filter icon (funnel) — Add the Dimension and values you would like to include in the Topic Filter Image Source: Abassin Sidiq, SAP Analytics Cloud 43 Detail Pages — Detail pages for reference can be added to a topic by selecting the topic, right clicking on the topic, and then selecting the light bulb icon Image Source: Abassin Sidiq, SAP Analytics Cloud 44 Viewing the Boardroom Agenda — Click the Start Presentation button — Right click will present the Context Menu Image Source: Abassin Sidiq, SAP Analytics Cloud 45 Creating a Dashboard — From the main menu select Create>Digital Boardroom — Provide an appropriate name — Select Dashboard as the boardroom type Image Source: Abassin Sidiq, SAP Analytics Cloud 46 Root Topic — Root Topics should provide a graphical overview of the entire presentation — Dashboard structured as a Main Page is also good design Image Source: Abassin Sidiq, SAP Analytics Cloud 47 Import Stories — Click on the Library button — Click on the Import button — Choose the story for import — Click on expand to show all pages Image Source: Abassin Sidiq, SAP Analytics Cloud 48 Add Pages to the Root Topic — Click on a page from the library, drag and drop the page from the library to the root topic Image Source: Abassin Sidiq, SAP Analytics Cloud 49 Create a SubTopic — Click the + below the root topic — Name the SubTopic — Drag and drop a page, story, and tables from the library Image Source: Abassin Sidiq, SAP Analytics Cloud 50 Create an Independent Topic — Click the + in the menu bar and select New Topic — Rename the topic to More Information Image Source: Abassin Sidiq, SAP Analytics Cloud 51 Navigation — Select the Root Topic named Overview — Click on the Navigation button — Click on the + Add Jump Target Image Source: Abassin Sidiq, SAP Analytics Cloud 52 Add the Jump Target — Provide the Jump a name like Detailed view — Select the topic node called Details — Select the page Detail as the target of the jump Image Source: Abassin Sidiq, SAP Analytics Cloud 53 Jump from a Widget (Chart) — Click on the + next to the tile text in the navigation sidebar — Select the Quantity by Product chart and click Add — Define the topic node called More Information — Select the page More as the target of the jump Image Source: Abassin Sidiq, SAP Analytics Cloud 54 Viewing the Dashboard — Click the Start Presentation button Image Source: Abassin Sidiq, SAP Analytics Cloud 55 Summary — Dashboards provide a full view of critical information at a — — — — glance Dynamic dashboards integrate internal and external information Digital Boardroom provides the traditional Agenda style and the more dynamic Dashboard style of presentation Dashboard technique can be utilized as a framework for strategic management Linked Dashboard can be used for periodic performance reporting 56