Sharepoint dashboard for enhanced business intelligence

SharePoint Dashboard Best Practices: An Executive’s Guide

The Executive Dashboard An interactive view of the health of your company:

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Information to Drive Your Business Forward

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Information to Drive Your Business Forward

Gain business insights Make informed decisions Manage by objectives and exceptions Achieve goals

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SharePoint for Executive Dashboards

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SharePoint for Executive Dashboards Works well with existing technology May be in use already Power-user capabilities Process automation and business intelligence in one platform Expert assistance readily available

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Creating a SharePoint Executive Dashboard

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Creating a SharePoint Executive Dashboard

Step 1: Define Your Key Performance Indicators  What do you want to achieve?

 What key measures would give you the

insights you need to achieve your goals?

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Creating a SharePoint Executive Dashboard Step 2: Find the data  Where is it stored?

 Are you capturing the data you

need?  If not, redefine your processes to

collect the data.

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Creating a SharePoint Executive Dashboard Step 3: Build the Data Warehouse  Extract

 Transform

 Load

Often referred to as ETL © 2013 AllianceTek Inc.

Creating a SharePoint Executive Dashboard Step 4: Make it Visual  Create initial dashboards internally.

 For more sophisticated dashboards,

partner with someone.

 What to visualize, for example:  Number of inquiries  Active prospects  Average sales cycle time  Website visits, demographics of visitors and

bounce rates

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Creating a SharePoint Executive Dashboard Step 5: Get feedback from the team  SharePoint is not just for top

management.

 Make sure it works for the team.

 If there are issues, make

adjustments.

The more the team uses your SharePoint executive dashboard, the more your company will benefit.

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SharePoint Dashboard Best Practices

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SharePoint Dashboard Best Practices Avoid information overload -track only what your company will take action on (KPIs) Address concerns about bigbrother syndrome – people may feel they are being watched and judged Define data needs clearly and concisely Be prepared to see something you don’t like

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A Successful SharePoint Dashboard Implementation Means:

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A Successful SharePoint Dashboard Implementation Means: A Healthy Business that:  Empowers employees  Focuses on the big picture,

not fire-fighting  Spurs growth and profitability

A Balanced Life can mean  A good night’s sleep  Attending more of your kids’

baseball games  Visiting friends and relatives you haven’t seen in years  Better golf scores

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AllianceTek is a Software Development company where experienced IT consultants offer business solutions. Whether you’re a chief executive officer, chief technology officer, business manager, entrepreneur or software vendor, we can help you connect with your customers, empower your employees, integrate with your vendors, or bring your vision to life.

Contact us now.

AllianceTek Inc. 112 Moores Road, Suite 200 Malvern, PA 19355 Phone: 484-892-5713 Fax: 484-450-2632 info@alliancetek.com

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