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LIVE TRAINING: Creating Actionable Insights with Business Intelligence Dashboards
MAY 24 & 25, 2023
AMERICAS TIME ZONE (CENTRAL TIME)
Learn the key elements for dashboard & report success and the precise steps needed to intake requirements, design compelling dashboards, maximize user adoption and drive business value.
What is covered
The live seminar brings participants on a journey of how to engage and partner with the business to craft valuable and persona-based requirements for enterprise-grade dashboards. Participants will learn how to formulate those requirements into best-practice visualizations and leverage wireframes to elicit feedback. Finally, they will learn the key steps needed to ensure the lasting adoption of their dashboards.
The seminar places a focus on maximizing actionable impact and outcomes from dashboards by leveraging best practices from the fields of business intelligence, change management, user experience and the product lifecycle.
100% Virtual Event
Attend the event from your office or home. All you need is your laptop, sticky notes and a pen and paper.
Fun and Engaging
This course covers a vast array of material in a short time. Enjoy it all the more in a fun and jovial atmosphere.
Receive feedback directly from Nick during a series of live activities and practical application.
Amazing 2-Days Seminar
Thank you Nicholas Kelly for the amazing 2-days seminar I attended this week. It was very insightful, fun and eye-opening.
The methodology presented makes total sense, emphasizing adoption rates and actions for every dashboard, while working together with the final users during interviews and wireframing sessions. I can totally see us applying it in our day-by-day. Fully recommended if you are in the Analytics arena!!
ATTEND ONE OR BOTH DAYS
This live program is a combination of our most popular content. We've worked hard to compress the material to be delivered over two impactful days with all the learning outcomes maximized through practical application during the sessions.
WEDNESDAY, MAY 24
PRACTICAL DASHBOARD REQUIREMENTS GATHERING & ADOPTION
Explore the human-related criteria for business intelligence success and adoption. Start with properly identifying and understanding goals and objectives, through persona design, and work right through securing stakeholder buy-in. Understand the levers of low adoption and the practical approach to addressing them, beginning right from dashboard inception with user engagement through to the completion of the project.
- The primary causes of failed BI efforts and why UX matters
- An enterprise-tested process for getting user input and adoption
- Techniques for engaging with users and winning them over
- Real-world applications and examples
- A successful approach to increasing stakeholder buy-in
- Leveraging change management techniques to increase engagement
- Managing up and managing down
- Bringing IT and the business together and bridging gaps between data and stakeholders
THURSDAY, MAY 25
DATA VISUALIZATION & ENTERPRISE DASHBOARD DESIGN
Gain the knowledge and confidence to design compelling dashboards that leverage data visualization and user interface best practices. This data visualization course takes participants through a comprehensive journey of how data visualization can transform their data into powerful and valued visual interfaces for action and behavioral change. This knowledge is covered both through theory and reenforced through case studies and practical examples.
- Drive action and value with visuals, focus on the "so what?"
- Understand human perception and visual cues
- Leverage approaches to optimal visualization selection
- Dashboard storytelling and scenario mapping
- Follow a process to produce consistent high-impact visuals
- Adapt UI/UX principles for data visualization application
- Available tools for becoming the “data visualization pro” in your organization
- Hands-on application of the design process, culminating in the creation of wireframes
DELIVERING DATA ANALYTICS
Working with data is often complex and highly technical, spanning a wide range of domains and topics. However, they all have one thing in common, they require human interaction to realize value.
The challenge with business intelligence and analytics today is that much of that value is left on the table. Failure to leverage methodologies such as user interviews, persona design, stakeholder buy-in, wireframing, iterations, adoption, and feedback greatly increase the risk of user disengagement and stakeholder frustration.
This extensive two-day seminar takes participants, and their own dashboard challenges, through a comprehensive journey of the tools and methodologies the world’s leading analytics consulting firms use to maximize adoption, reduce risk, and achieve business value through behavioral change. By the end of the seminar, participants will walk away with dashboard wireframes, specific to their own objectives, and a strategy for ensuring the adoption of their completed dashboard.
MEET NICHOLAS KELLY, YOUR SEMINAR INSTRUCTOR
Nicholas (LinkedIn profile) is not your typical instructor, that might have great theory but lacks the real-world experience that grounds the material in reality. Nick has lived and breathed the reality of failed data projects. He has been a Big 4 consultant to the world’s largest organizations helping them to act on their data in a career that spans from Ireland to Singapore and the USA.
From enterprise-grade operations dashboards for global banks with 200,000+ employees to intense demand, highly actionable, metrics delivery for Formula 1 drivers, he has developed a winning process for ensuring companies get ROI on their data via insight and behavioral change.
He is the creator of the Enterprise Dashboard Process, invented the Dashboard Wireframe Kit and the award-winning boardgame approach to BI requirements intake, the Dashboard Requirements Kit.
Nick has worked for many years in the analytics field, both inside and outside of Deloitte. His work has been consistently underpinned by two core themes – making the insights you and your company can get from data accessible through well thought out and intuitive visual assets; and integrating those visual assets (such as dynamic dashboards) with existing platforms and processes to help business leaders take action on the insights.
Analytics is as much an art as it is a science and Nick has a unique ability to bridge the gap between data science, digital and the generation of measurable, tangible business value. And all with an energetic approach and sprinkle of Irish charm!
PARTNER | Deloitte
LEARN THE END TO END PROCESS TO ENSURE SUCCESS
Over this 2-day, live virtual event, Nicholas teaches you how he creates dashboards that consistently create a return on investment and help dashboards realize their business goals. Nick walks you step-by-step through the Enterprise Dashboard Process, the end-to-end formula for successful adoption of insight. Check out our article on the 12 Best Charts and Graphs for Data Visualization.
Learn how to define the goals, objectives, success metrics and project plan. Understand the complete Enterprise Dashboard Process.
Understand how to map business requirements to visualizations through wireframing and building a narrative for any BI technology.
Discover how to create personas, conduct interviews, ask the right questions and build consensus.
Unlock how to successfully launch a dashboard in your organization with people being excited and advocating for you.
PRACTICAL APPLICATION OF THE BOOK DELIVERING DATA ANALYTICS
The seminar takes a deep dive into the topics covered in the newly-released book by Nicholas Kelly: Delivering Data Analytics - A Step-By-Step Guide to Driving Adoption of Business Intelligence From Planning to Launch.
Lending Business Analyst
WHO ATTENDS THIS EVENT?
This session helps 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”.
In addition to all the templates, accelerators and slides included in the course materials, you will also receive your own PowerPoint Edition of the Dashboard Wireframe Kit!
DASHBOARD WIREFRAME KIT
Creating dashboard wireframes should be simple and easily accessible to anyone. That's why we created the PowerPoint Edition of our famous Dashboard Wireframe Kit, that is currently only available to attendees of the live seminar.
During the training you will be leveraging this kit directly and, by the end of the two days, will have your own set of wireframes created for a real project you can directly apply to your day job.
THE RECIPE FOR BI & ANALYTICS SUCCESS
Most programs teach a specific skill like how to use a certain BI tool or technology or data storytelling, this creates ineffective professionals who don’t understand the whole. We are technology agnostic. Sure, we teach visualization best practices. We teach good design. We teach requirements gathering and how to launch a dashboard in your organization. We excel at all those.
However, to truly succeed with insight, you need to learn some new skills to build trust, manage expectations and exude competence. You need a new set of tools and mental model:
- Insight mindset – Vision, purpose, prioritize, problem solving, consultant identity
- UX principles – User journeys, scenario mapping, research, wireframing
- Iterative process – Frameworks, product cycle, workflows, tools, metrics
- Change management – Gaps, politics, history, change readiness, alignment
- Adoption ownership – Strategy, product focus, marketing, influence
I would just like to thank Nick for such an amazing course! I have been in the analytics field for almost 10 years and the content Nick provided was very helpful. I have pages of notes! What I loved most about this course was Nick’s emphasis on using people and process to create a narrative and drive adoption with your dashboards. So much useful and actionable information to take away from this! Thank you
By the end of this live seminar you will have learned:
Focus on the "so what?"
Align to what is important to the business by leveraging the Dashboard Strategy Template.
Have the confidence to ask the right questions to ensure value is being delivered to the end users.
Drive action and value
Connect business goals to actions that drive towards those goals in your dashboard.
Increase data literacy
Through an iterative approach, bring your "customers" on a journey of change and transformation.
Tell data stories
Become the data visualization guru in your organization by applying UX and data viz best practices.
Follow the Dashboard Launch Sequence to manage change and engage your "market".
EMBRACING VIRTUAL DELIVERY
We have invested in the virtual and live student experience. Ensuring you do not miss any detail, three 4K cameras capture all the instructor demonstrations and tutorials.
With triple-redundant, gigabit plus, internet connections, all content is delivered at high quality without a single dropped frame.
Built from the ground up
We didn't just repurpose our in-person training for the virtual experience, it has been engineered from scratch to maximize the benefits of the online live experience.
There are many ways for you to interact if you don't want to be speaking in front of the other participants. Send a direct message to Nick or a group chat during the seminar.
Our virtual platform enables increased opportunities for engagement that are not easily possible with in-person delivery.
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.
Vice President, Automation and Analytics | Bank of America
Nick is one of the most passionate and customer obsessed Analytics leaders that I have had the privilege to work with. He truly understands both the human motivation and the technical blockers to unlocking business insight. His depth of understanding in visual analytics and change regarding data is second to none!
Senior Vice President of North America | Logic20/20, Inc.
The approach in the course applies to all the modern business intelligence platforms.
The wireframe templates in the course also support QlikView, SiSense, ThoughtSpot and any grid-based visualization technology.
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.
Behavioral change, end state, workflow, action types, effectiveness.
DEVELOPMENT & UI
Exploration, speed, performance, interaction, design.
SCORING & PRIORITIZATION
Business value, rating, iteration assignment, timeline.
FRAMING THE PROBLEM
Questions, natural language, value alignment, path to action.
Engaging stakeholders, interviewing users, personas, scripts, user journeys
Rapid data quality/availability scoring, cost, level of effort, estimating.
WEAVING CHARTS, KPIS & ACTION
Chart interactions, visualization patterns, workflow, filters.
Narrative arc, KPI & chart types, tracking impact, story.
UI/UX BEST PRACTICES
Layout, color, typography, data-to-ink ratio, click count, scrolling.
WIREFRAMING & VALIDATION
User feedback, lo-fi & hi-fi prototypes, requirements document.
LAUNCH & ITERATION PLANNING
Launch sequence, internal marketing, social proof, roadmap.
MANAGING CHANGE & ADOPTION
Pilot, change plan, communications, alignment, ownership.
Embedded training, tooltips, video, recording, low friction.
THE WORKSHOP APPROACH
Rapid requirements, agenda, content, facilitation, output.
WHAT DO PAST COURSE ATTENDEES SAY?
'Ridiculously effective’ is the phrase that comes to mind when I think about Nick’s Enterprise Dashboard Process. His program gave my team a scalable and repeatable process to deliver ACTIONABLE insight that truly adds value to the company. He has a crazy amount of experience, giving him a wealth of knowledge about what works and what doesn’t. We’re much more confident in the product we deliver thanks to Nick’s process.
Busuness intelligence analyst
Nick's training on building better dashboards has been instrumental in helping McKee Foods get on the road from good to great visualizations. The ingredient we were missing was that we needed to create a system to successfully create higher dashboard adoption rates. We now have a more engaged stakeholder group and more user relevant dashboards. I recommend anyone seeking to become the best visual data storyteller in the industry to try Nick's training. It will be money well spent!
Category & Shopper Insights Strategist
The course was so great! I learned a lot and really appreciated applying the thinking and activities directly to my work. It was packed full of content and I know I will be able to use in my job right away. Thank you!
Business Data Analyst
The dashboarding process that Nick has outlined and detailed in his training will prepare your organization to plan and execute a dashboard that adds tremendous value. I have seen failed dash boarding attempts at my company and Nick’s well planned approach aligns everyone to the same successful implementation. The training was the most comprehensive and complete dash boarding exercise I have seen in our industry.
Director Marketing Research & Analytics
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RESERVE YOUR SPOT AT THE SEMINAR NOW!
A team discount is available for five or more participants from the same company.
FREQUENTLY ASKED QUESTIONS
The seminar starts at 9:00am and ends at 4:30pm each day, in Central Time. Lunch is at 12:00pm and there are shorter breaks before and after lunch.
Yes, you will be automatically be issued a certificate from Delivering Data Analytics upon completion of the seminar.
Yes, all the templates are included that are covered in the seminar. These will be available on our learning platform.
It is not needed as you will be provided with digital alternatives to the physical kits. However, you will receive a coupon to get your own physical kits at a reduced cost.
Yes, there is a 20% discount for teams of five or more.
You don't need anything other than a computer, web cam, microphone and a web browser. For an optimal experience, we recommend you have the Zoom application installed on a laptop or desktop. The application will allow you to have greater interaction versus the browser experience.
If we do not reach a minimum number of attendees we will give you two options. Option 1: Full Refund. Option 2: Access to the on-demand version (The Dashboard Adoption Formula) of the live seminar and two 30 minute calls with Nick to ask any questions.