SWaM/SDV Dashboard COVA: Department of Minority Business Enterprise October 2012

DMBE SWaM/SDV Dashboard  SWaM/SDV Reporting and Analytics  Role-Based Dashboards  SWaM/SDV Procurement Plan  2 nd 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  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 DMBE users can created scheduled and activity-based alerts and notifications based on user-defined thresholds. Each agency/secretariat is benchmarked and graded against their set goals vs. actual expenditure with overall performance trends.

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

Role-Based Dashboards Predefined 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/Guest Example Individual User Access: DMBE creates a user that is provided access to only the COVA Education and pCard data.  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.

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

2 nd Tier Compliance  Verify and validate 2 nd tier transactions from prime contractors to secondary DMBE- certified sub-contractors to ensure contractual compliance  2 nd 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  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 2 nd tier contractor reporting

2 nd Tier Compliance Complete prime to sub payment compliance management and oversight for DMBE users Vendor Portal access for vendors to enter, verify and validate 2 nd 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 2 nd 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, , 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, , 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 Surveys Immediately create custom DMBE surveys to gather feedback from the vendor community Tablet, website, 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 Rainey Director, Sales & Business Development x102 Binary Fountain, Inc Boone Blvd, Suite #160 Vienna, VA