© 2012 Entrinsik, Inc. Implementing Dashboards So…how do we create them? PRESENTER: Tim Nicholson, Brad Leupen | Entrinsik | March 6, 2012

© 2012 Entrinsik, Inc. How To Build a Dashboard Technical Strategic

© 2012 Entrinsik, Inc. What Is Required?

© 2012 Entrinsik, Inc. Lessons Learned at Wake Tech Begin with the end in mind Not every report can be used on a dashboard Orient data to goals

© 2012 Entrinsik, Inc. Consider The Audience Who uses dashboards? – Senior administrators – Managers – Key decision makers

© 2012 Entrinsik, Inc. Implementing Dashboards What – KPI’s and metrics Where – source of data How – visualization When – data refresh

© 2012 Entrinsik, Inc. What – KPI’s and Metrics There’s a difference? – KPI’s measure success toward a goal Increase student retention by 10% Reduce budgetary spending by 10% – Made up of metrics Measurements taken to determine movement Enrollment Allocated vs. expended budget

© 2012 Entrinsik, Inc. Developing KPI’s Where do you start? – Not strictly an IT task – Develop a different mindset – Understand the audience – Ask the right questions

© 2012 Entrinsik, Inc. Where - Source of Data Report Definitions Analytics Other database (SQL query) Custom provider

© 2012 Entrinsik, Inc. How - Visualization Consider audience Consider data

© 2012 Entrinsik, Inc. When – Data refresh Data volatility Can have large datasets or multiple providers Queries may be labor intensive On demand or scheduled?

© 2012 Entrinsik, Inc. We’re Here to Help Obstacles to Implementing Dashboards – Lack of understanding – Limited staff resources Dashboard Implementation Services – Technical – Strategic – Recommended hours

© 2012 Entrinsik, Inc. Thank you! Any questions?