DASHBOARDS—BEYOND THE BOARDROOM Matt Hawkins Solution Architect – Kingfisher Inc. David Hudgins Mgr, Global Sales Operation - Recall
Nov 01, 2014
DASHBOARDS—BEYOND THE BOARDROOM
Matt HawkinsSolution Architect – Kingfisher Inc.
David Hudgins Mgr, Global Sales Operation - Recall
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Agenda
1. Overview & Objectives
2. Dashboard use cases and best practices
3. Explore 3 Case Studies for Dashboard applications
I. Functional
II. External Facing
III. Operational
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Objectives
Best-practice advice on making analytics compelling enough to drive decisions Real-world examples that will trigger your own business-optimization initiatives An understanding of when dashboards make sense for your users and when they
don’t Advice on what it takes to develop intuitive dashboards that require no training Tips on managing and transforming data—of any size, from any source—into
trusted, comprehensive, and visually compelling analytics
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Dashboards for Every Role
High-TouchInformation Experts
Operational
Strategic
Tactical
Executive
LOB Management
Analysts
Low-TouchInformation Consumers
Consumers can
be Internal OR
External
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Different Users Have Different Needs
Operational Tactical Strategic
Application Emphasis
Monitor Operations Review Progress Measure Performance
Users Supervisors Office Worker Executives & Managers
Scope Operational Individuals Enterprise & Departmental
Information Detailed Detailed / Summary Summary
Updates Daily/
Intra-day
Daily / Weekly
Monthly / Quarterly
“Looks like a…” “Dashboard” “Application” “Balanced Scorecard”
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Case StudyBusiness Services Industry
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Operating in More Than 20 Countries
Operating in 138 markets, approaching 80,000 customers, 4,500 employees & 300 locations worldwide.
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Recall’s Global Needs
Centralized and Automated Reporting Functionality
Provide information-rich dashboards, enabling fast, flexible decision making.
Empower knowledge workers with greater information insights with less resources needed to pull reports
Provide flexible ad hoc reporting, robust query and analysis capabilities.
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Pre-existing Pain Points / Gaps
Legacy reporting solution lacked the ability to provide concise / consolidated sales reporting, users spent hours on manual input of data and integration of separate reports. This resulted in:
Human Errors in Reports Bottleneck in reporting capability due to resource constraints on Sales
Operations team Delayed reporting Approximately 9,625 hours spent per year consolidating non-standardized
reports across Recall NA
est. $358K loss per year
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Solution Platform
Recall implemented SAP Business Objects XI 3.0 during 2008. This platform serves as a data repository for the following functional areas within
Recall SAAS CRM application (NetSuite CRM) and Peoplesoft: Sales / Sales Management Finance / Audit Commissions / ISV Contracts
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Real World Example
Operational Tactical Strategic
Application Emphasis
Monitor Operations
Customer Support
Account Management
Measure DSO
Users Supervisors
LOB Mangers
Office Worker
Account Mgr.
Executives & Managers
Scope Operational
Case History
Customers Regional
Information Detailed Detailed / Summary Summary
Updates Daily Daily / Weekly
Monthly / Quarterly
“Looks like a…” “Dashboard” “Application” “Scorecard”
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Customer Risk Assessment Dashboard
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Implemented Solution
Implemented Solution – Final Cost: $79K Total Estimated Savings (1/2 of current est. hours wasted): $179K Projected Value: $100K p/year 2008-2010 Actual Saving to Date: $326K
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Case StudyHealthcare Industry
Fortune 100 Pharmacy Benefit Management (PBM)
Industry: Healthcare, wholesale distribution
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Issue Addressed
Healthcare industry is data rich,
but in many cases, information poor
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Key Challenges
Identify cost-saving opportunities for clients Facilitate value improvement opportunities Demonstrate innovation, desire for customer satisfaction Create competitive differentiation Extract value from massive amounts of data Provide fast, performance-enabling analysis
?
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Market Pressures
Challenges for Plan Sponsors: Reduce healthcare costs Improve health outcomes
Every second, $5,169 Is wasted on inefficient pharmacy benefit spending
SOURCE: The Wall Street Journal
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PBM Case Study
Beyond Scorecard View of KPIs Enables External customers direct access to their data Interactive modeling tool
Savings Estimation Distribution Channel mix Drug Allocations Predictive Analytics
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Macro environment Variables
Benchmarking industry trends: Clients can monitor their plan performance against key statistics through instant
snapshots Benchmark peer groups that clients can use to compare with their plan data. Identify macro trends
Pharmaceutical Research: Drugs.com
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Features
Savings opportunity by delivery channel Generic vs. Brand Top Drugs Benchmarks Savings Calculator
PROTOTYPE
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Summary of Solution
“Game-changing BI solution enables transparency in monitoring, analyzing, reporting and decision-making”
“…Increases the intelligence that clients have at their fingertips, through a robust toolset that transforms an extensive array of complex data into
actionable business insights”
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SpotlightService Industry
Service Corporation International (SCI)
North America’s most trusted provider of end-of-life arrangements and services.
Based in Houston, TexasMore than 1,500 Funeral Homes400 Cemeteries. NYSE symbol “SCI.”
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Project Goals
Standardization and growth of business metrics Increase visibility of business drivers throughout the organization Discover trends previously hidden in detailed reportingOptimize the flow of information
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Features
Robust and mature deployment of BI Ability to support thousands of users Deep drill down capability Leverages and extends none dashboard BI Integration with 3rd party technologies
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Success Factors
Modular iterative approach Extensive requirements / design phase(s) Rapid turnaround of data elements from Data Warehouse Team Flexible to address evolving requirements Design issues discovered & resolved quickly Roll out new functionality in stages Strong support from Senior Management Requirements driven by the business community Strong partnership and collaboration throughout the organization
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Overview
95% of metrics delivered in 1st rollout!
Provides Operational and Executive view of business drivers Rich tiered dashboard across multiple business segments 150+ metrics from 1,000’s of measures Interactive application for hands-on data analysis
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Takeaways
Dashboard applications can add value across the entire organization and beyond.
Work with the Business to design functional requirements
Leverage BI platform
Calculate Quantitative and Qualitative ROI
Encourage exceptional User Experience
Executive sponsorship is critical
BENCHMARKING
Teri BeanDirector, SAP BusinessObjects Center of Excellence
July 28, 2010
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SAP PERFORMANCE BENCHMARKINGDIAGNOSE YOUR BUSINESS WITH SAP VALUE ENGINEERING
SAP Performance BenchmarkingIndustry, Line of Business, Business IntelligenceEnterprise Information Management - Value
% One of the largest global benchmarking programs
% Over 8,500 participants
% Over 20 assessments, including
- Business Intelligence
- Best Run IT
- SAP TCO
% Comparison with industry peers
% Free of charge
Sample Output
% Comprehensive Assessment, incl.:
- KPI Performance & Value Opportunity
- High-Impact Strategies
- Supporting Best Practices
- Enabling Solutions
Learn more at http://benchmarking.sap.com/US
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Questions?
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Polling Question
“Would you like to learn more about how you can receive a free benchmarking assessment?"
Matt HawkinsSolution Architect – Kingfisher Inc
Tel: 404.531.4116
Thank You!