The step-by-step process you can follow from requirements gathering through to dashboard design, wireframing and releasing your dashboard.

  • Persona design and design thinking

  • Requirements gathering and intake

  • Data Visualization, dashboard design and wireframing

  • Launch and change management

  • Templates and accelerators

  • What is it?

    Dashboard Adoption Formula is a 4-week online course with digital templates and accelerators. It is designed to be directly applied to your work and make immediate impact in the value of your reports and dashboards.

  • Who is it for?

    The course is for any professional that works with data and wants to take themselves, or their team, to the next level of value for dashboards and reports. It is for both junior and senior professionals alike.

  • Where does it happen?

    The Dashboard Adoption Formula course is online and consists of training videos, tools and templates. You complete it online and follow the pace of the course with weekly assignments that you apply directly to your job.

  • How does it work?

    You watch the videos at the start of each week and complete the assigned actions at work for real world experience by leveraging the provided tools and templates.

  • When does it start?

    Dashboard Adoption Formula is a new course and is launching on the 4th October. Each module will be released week by week and activities will be assigned at the start of each week.

  • Why does it exist?

    We listened to you! You wanted an end-to-end course that would not take months to complete but also help you focus on how to work with stakeholders, drive outcomes and help your career.

EXPONENTIAL VALUE

BORA INCELER - Director Financial Crime Analytics

It changes the conversation from ‘what can we do with our data’ to ‘what our data needs to do for us’, i.e. start with business value and make the data work to get there. Get your reporting intake standardised, no more wild west. This course works.

SOUND FAMILIAR?

Dashboards not creating value? Got no time? Always being reactive?

Reporting is hard. You can do everything by the book but still have challenges engaging with your stakeholders and users or, even worse, they don’t trust you or your team! Problems compound on top of each other and going into work is not a lot of fun any more.

*The survey was conducted with BI / Analytics leaders and is available to additional submission: Access survey

FOCUS ON PEOPLE & PROCESS, NOT TECHNOLOGY

The traditional approaches to Business Intelligence and analytics are tired and old, they no longer move at the speed of the business. It’s no wonder most of your time is spent being reactive and there are many reports out there that no one is using.

It’s a matter of focus, but you need to know exactly what to focus on. We can’t expect technology, like Tableau, Qlik Sense and Power BI, to solve people and process problems, yet that is what we do.

You need to know the exact steps, processes and tools to be able to succeed, every time.

TYPICAL FOCUS

Problems emerge due to a focus on the wrong areas, especially technology.
Typical focus for business intelligence and analytics

DESIRED FOCUS

Leverage process to align people around data, enabled by technology.
Desired focus for business intelligence and analytics


INSIGHT ISN'T MAGIC, IT'S CAUSE AND EFFECT

We help BI/Analytics professionals bring order to chaos and get lazer-focused on value.

You’ll find our participants engaging stakeholders, leveraging process and driving adoption, not making excuses about “poor data quality”. This program helps you align and bring together the typical roles encountered in data projects. 

FOLLOW THE PROCESS, REMOVE THE MYSTERY

Learn each step of the Enterprise Dashboard Process and apply it directly to your job during each week of the program. It is the AGILE FORMULA to create dashboards that people love.

Just follow each step in the process whenever you need to create a dashboard or report. Not only will it save you time in development, but it will also align the business on what the value-based outcomes.

LEARN THE FULL CYCLE, DELIVER RESULTS

Building trust requires a strong foundation. We teach you what you need to succeed amid the politics, ambiguity and lack of stakeholder engagement existing in the real business world.

  • STRATEGY & PLANNING

    Dashboard/report goals, objectives, success metrics, overall plan.

  • ACTION MAPPING

    Behavioral change, end state, workflow, action types, effectiveness.

  • DEVELOPMENT & UI

    Exploration, speed, performance, interaction, design.

  • SCORING & PRIORITIZATION

    Business value, rating, iteration assignment, timeline.

  • WEAVING CHARTS, KPIS & ACTION

    Chart interactions, visualization patterns, workflow, filters.

  • LAUNCH & ITERATION PLANNING

    Launch sequence, internal marketing, social proof, roadmap.

  • FRAMING THE PROBLEM

    Questions, natural language, value alignment, path to action.

  • VISUAL STORYTELLING

    Narrative arc, KPI & chart types, tracking impact, story.

  • MANAGING CHANGE & ADOPTION

    Pilot, change plan, communications, alignment, ownership.

  • REQUIREMENTS GATHERING

    Engaging stakeholders, interviewing users, personas, scripts, user journeys

  • UI/UX BEST PRACTICES

    Layout, color, typography, data-to-ink ratio, click count, scrolling.

  • TRAINING MATERIALS

    Embedded training, tooltips, video, recording, low friction.

  • DATA ASSESSMENT

    Rapid data quality/availability scoring, cost, level of effort, estimating.

  • WIREFRAMING & VALIDATION

    User feedback, lo-fi & hi-fi prototypes, requirements document.

  • THE WORKSHOP APPROACH

    Rapid requirements, agenda, content, facilitation, output.

Nick knows how to go straight to unlocking value

Abhinandan Mandhana, Senior Manager Analytics & Automation

Nick is by far the most advanced and innovative thinker in visualization I have met. He has an amazing sense of humor and his ability to connect data and people together to tell a story gives the edge to every project.

YEARS OF ANALYTICS, UX & CHANGE MANAGEMENT CONSULTING

Nick is on the cutting edge of insight application. These programs are borne out of what works, not theoretical concepts, but hard won victories in politically charged environments where data challenges are the least of the problems.

HERE'S HOW IT WORKS

Receive everything you need to be successful in the reporting lifecycle. No fluff, we provide the building blocks to apply and optimize directly on your job, while on the course.

You’ll work through these programs while applying them to a real world scenario you have in your day job. In fact, it is a requirement for taking the courses. We want you to succeed, in your live environment.

FAQ

  • When is the course available?

    Enrollment is open now, but the course starts on the 4th October 2021. Each week a new module will be available over the 4-week duration of the course.

  • How long is the course?

    It lasts for 4 weeks.

  • Is there a certification?

    A certificate of completion is available for each course, upon request. Should there be CPD credits required, then it is possible to make accomodations though extra costs may be applicable. Please notify us prior to paying for the course to discuss.

  • Is there a discount for teams?

    Yes, there is a significant discount for teams for 5 or more people.

Course curriculum

  • 1

    Introduction and Getting Started

    • Course Introduction

    • Course Overview

    • Templates

    • Tools

    • Practical Application to Your Job During the Course

    • Downloadable Templates
  • 2

    Step 1: Dashboard Strategy

    • Module Overview

    • Dashboard Vision

    • Desired and Measurable Outcomes

    • Change Awareness and Gaps

    • Communications Plan

    • Iteration and Determining Trade-Offs

    • The People Involved

    • Integrity of the Value Chain

    • Completing the Strategy Template

    • On The Job Application Assignment
  • 3

    Step 2: Rapid Requirements Gathering

    • Module Overview

    • Introducing Personas

    • An Example of a Persona

    • How to Create a Persona

    • The Stakeholder Persona

    • The User Persona

    • Conducting Interviews

    • Framing Business Questions

    • The Stakeholder Interview

    • The User Interview

    • Refining Personas

    • The Dashboard Requirements Template

    • Prioritization by Data Quality, Value and Effort

    • Determining Actions

    • The Action Mapping Template

    • On the Job Application Assignment
  • 4

    Step 3: Dashboard Design

    • Module Overview

    • Data Viz Quiz

    • Data to Ink Ratio

    • Data Visualization Primer

    • The PowerPoint Wireframe Template

    • Storytelling by Design

    • Mapping Questions to the Dashboard

    • The Operational and Tactical Layout

    • The Executive Strategic Layout

    • Crafting Key Performance Indicators (KPIs)

    • Picking the Right Charts

    • Design Patterns

      FREE PREVIEW

    • On The Job Application Assignment
  • 5

    Step 4: Build & Launch

    • Module Overview

    • The Build and Working with Developers

    • The Launch Sequence

    • Communications Plan

    • Rapid User Training

    • The Overview Tab

    • Running the Launch

    • Measuring Adoption

    • Planning for the Next Iteration

    • On The Job Application Assignment
  • 6

    Next Steps

    • Tips for Application

    • Course Summary