Business Dashboard
The intuition of a successful manager is very important, but it should not be the only element to be used in choosing the best path.
There are many benefits of investing in company intelligence, in particular, in solutions that allow you to analyze and present business information in a clear and objective way.
In addition, the availability of information at the right time is important, regardless of the device that is within reach of managers, be it a computer, monitor, tablet or smartphone, so that this information is transformed into actions that will lead the company to obtain better results.
Por que investir em dashboards?
Promotes cultural innovation
Dashboards are not just an information technology issue, although it seems that way to many. We are talking about the fundamental elements to establish a culture focused on processes and metrics, as happens in modern companies, interested in the continuous improvement of their products and services.
Promove o ambiente colaborativo
indicators allows easy access to data, facilitates the dissemination and sharing of information, promotes alignment between departments and allows monitoring the Customer's journey in the consumption of products and services.
Melhora a gest‹o do neg—cio
The nature of dashboards of indicators is precisely to consolidate critical information that belongs to the same context, but that comes from multiple sources. This eliminates the effort of managers in the search for information and provides several other benefits, eg:
- More time to analyze information
- Greater agility in identifying problems and corrective actions
- Greater proactiveness (facilitated by trend analysis)
- Greater foundation for decision making
A modern model for analyzing and presenting information has dashboards for monitoring goals, the progress of the company's strategic initiatives and objectives (in numbers), performance indicators (KPIs?), metrics related to critical business processes, resources, finances, quality of products and services, market data, and meeting the demands and profile of Customers.
KPIs? (Key Performance Indicator) are indicators used to measure the performance of a company's processes and, with this information, collaborate to achieve its goals
Tipos de dashboards
Anal’tico
Objetivos
Strategic, medium and long term objectives
Monitoring strategic goals and objectives
Monitoring the progress of strategic initiatives
Monitoring of strategic KPIs
Users
Executives
Business Managers
Information timing
Periods, projections and trends
Operacional
Objectives
Tactical, short and medium term goals
Monitoring of process efficiency and productivity metrics
Monitoring of goals and KPIs of initiatives / business processes
Client services monitoring
Usu‡rios
Managers
Process and people managers
Information time
Real time, instant, daily
Business dashboard framework
The main reason for using a Framework like the one illustrated below is to offer a holistic view of the important elements that will serve as a basis for doing a good job of planning and functional design.
The elements that are part of the framework are the result of professional knowledge and experience and are the gateway to reference models, guidelines and other important frameworks.
The planning and design of dashboards is guided by the most concrete goals of each manager. This survey takes place through interviews and the understanding of business processes.
Due to their importance, the definition of KPIs and metrics requires a structured methodological approach. Much more than best practices and pre-defined elements, the task involves understanding the management, business processes, goals and strategic objectives of the company.
Due to their importance, the definition of KPIs and metrics requires a structured methodological approach. Much more than best practices and pre-defined elements, the task involves understanding the management processes, business processes, goals and strategic objectives of the company.
The description of the data and its most important attributes must be documented and easily accessed. Examples: its origin, unit of measure, business rules, validation rules, life cycle, access security, update frequency, minimum / maximum limits, responsible and other attributes.
Establishing data quality management processes is essential for the company and certainly in the use of dashboards. Without this, a dashboard is useless or worse, it can confuse managers in decision making.
Data modeling is an important reference for the definition of dashboards. It determines the data to be used, its relationships, availability (or not), its origin and other attributes.
The ease and speed of access to the desired information is crucial for a positive user experience. Reducing the amount of colors on the dashboard reduces complexity and allows users to start with consolidated information and drill down into details. Thus, it helps users to better analyze the issues.
There are particular issues in the dynamics of business, processes and management that are part of our Clients' competitive differentials. These differentials were built over years of knowledge and experience and, regardless of the form, these elements must be captured and represented in the new dashboards.
How we can help your company?
The work of designing business dashboards can take various forms and scope, depending on the needs of the company. Below are some examples of how Citrine Consulting can help:
Design of performance indicators
The work of reviewing the existing decision-making process and designing performance indicators (KPIs) according to the needs identified by managers and best market practices is the first step to establish a decision-making process perfectly grounded with the necessary information for making decisions. decision.
Management dashboard design
This initiative aims at the rapid implementation of a management dashboard to support decision-making, providing the best scenario for evaluating the added value for managers and the associated technological complexity.
Subscription to dashboard services
Continuous service for the design and maintenance of KPIs and management dashboards for the best foundation of decision-making in the company in all business areas. The subscription also includes access and use of the tools necessary for the good performance of the process.
Why Citrine Consulting?
The best market practices, references, models and pre-defined services can and should be used to improve your company's information analysis and presentation process.
However, there are issues related to business dynamics, processes and management that are particular to each company and that must be identified and incorporated. We are talking here about the particularities that are part of the competitive differentials of our Client's business, built through the knowledge and experience accumulated over the years, in the improvement of products and services.
It is through the use of a structured methodological approach that integrates all these elements that Citrine Consulting delivers maximum value, adding the advantages of innovation to the key elements of our Clients' business success.
Alternative solution offered by Citrine Consulting
Thinking about speeding up the implementation of Dashboards for our Clients, Citrine Consulting also offers an alternative based on the SaaS (Software as a Service) model. This service includes the use of a software solution, among the market leaders, for the construction of Dashboards and the technological infrastructure managed in the cloud.
Principais benef’cios
Rapid implementation (Software services and managed technology infrastructure available in the cloud)
Minimum initial investment (Specialized service for the design and implementation of indicator panels)
Evolutions and construction of new dashboards at no additional cost (bank of hours of consulting services included in the service)
Scalability (Flexibility in growing the number of users, dashboards and KPIs)
Main features
Subscription-based license (annual)
Browser access over a secure Internet connection
Cloud-managed software and technology infrastructure services
Initial considerations
Information Security (The support and adherence of the "Business Dashboard" solution to your company's security policies is a prerequisite)
Connectivity (The company's Internet service must have the capacity, performance and availability necessary for the solution to function properly)
