Insight Analyst is a 6-week online course with physical kits and workbooks and extensive templates. It shows you how to successfully gather requirements for dashboards and reports.
Complete step-by-step requirements intake process
Move from reactive to proactive
Align executives, stakeholders, users & IT on value
Address data challenges with stakeholder buy-in
Drive adoption through a targeted persona focus
Access the course how and when suits you, either during work hours or when you can carve out some time after hours.
All courses come with templates, workbooks, checklists and, best of all, the Dashboard Requirements Kit that become your in-person toolkit on the job (people take these courses just to get the kits).
Meet Your Trainer
Elements of Success
Team Success Variables
Dashboard Success Variables
Requirements Success Variables
Market Success Variables
Getting the Most From the Course
The Wider Story of Adoption
Test your learning
Business Value First, Data Follows
BI Meets UX and Change Management
Forming the Vision
Build & Adoption
The Iteration Strategy
The Insight Analyst Kit
What is UX?
Benefits of the Approach
Stakeholder Versus User
Characteristics of a Stakeholder
Characteristics of a User
Comparing Goals and Objectives
Building the Narrative
Keeping it Simple
Format and Who is Involved
Linking Questions to Users, Stakeholders & Action
Criteria for a Successful Question
Start with Value, Win with Data
Who is Involved
What is Involved
Addressing the Data Reality
Scoring a Question
Reconnecting with Stakeholders
Reviewing the Questions
Representing the Users
Scoring Questions by Value
Timing the Iterations
Grouping Questions For The Current Iteration
Module Kick-Off Quiz
What is a Workshop?
Deciding Who to Invite
Participants Physically Present
The Politics of Workshops
The Winning Workshop Structure
My First Time Running a Workshop
The Workshop Toolkit
The Ice Breaker
Quiz Deep Dive
Agreement on the Problem
Summary & Wrap Up
There’s a reason why we have such a global reach. It works.
A certificate of completion is available for each course. Should there be CPD credits required, then it is possible to make accommodations though extra costs may be applicable. Please notify us prior to paying for the course to discuss.
You will receive the Dashboard Requirements Kit ($499 value), depending on stock, it may take some time for it to be shipped to your address.
Yes, there is a significant discount for teams for 3 or more people. Contact us to receive a coupon code.
This is a typical scenario. We send an invoice to your email address and we can work with you procurement department to process the payment.
Yes but we will charge for the additional shipping. However, we are not responsible for any customs fees or delays due to restrictions. We will do our best to notify you of those considerations beforehand. At an extra charge we can ship via courier.
The Dashboard Adoption Formula covers the entire process of Requirements Gathering, Visualization and Adoption. The Insight Analyst is a very deep dive into Requirements Gathering that goes deeper than the Dashboard Adoption Formula does.