DASHBOARD ADOPTION FORMULA COURSE
Break down the key elements for dashboard & report success and learn the precise steps needed to intake requirements, design compelling dashboards, maximize user adoption and drive business value.
Deliver Business Value
Connect business goals to visualizations that drive behavioral change for lasting impact
Boost Your Data Career
Stand out from data colleagues by unlocking the and bridging the gaps in your skillsets
Increase BI Adoption
Blend change management, user experience and data visualization to maximize the adoption potential
FREE 1-HOUR MASTERCLASS
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RAPID APPROACH to requirements gathering and the skills needed for success.
Do you struggle with the problems that plague many organizations?
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 anymore.
WHAT ARE THE BARRIERS TO YOUR BI/ANALYTICS CAREER SUCCESS?
You have some great skills in BI and analytics and you know how to work with data, but something is missing. The message isn't landing. People are not really using the insight as you had hoped. Indeed, they are pretty disengaged with data. Like course attendees that came before you, they were experiencing the same challenges you do. The only difference is, those problems are now behind them, after taking this course.
BAD USER EXPERIENCE
LOW BUSINESS ENGAGEMENT
POOR DATA QUALITY
To Solve These Problems, You Need to 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.
Problems emerge due to a focus on the wrong areas, with too much emphasis on technology to solve people problem
Typical focus on business intelligence and analytics
Leverage process to align people around data, enabled by technology
Target focus on business intelligence and analytics
Delivering 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”. Check out our article on the 12 Best Charts and Graphs for Data Visualization.
THE RECIPE FOR BI & ANALYTICS SUCCESS
Most courses 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
MEET NICHOLAS KELLY, A LEADER IN BI & ANALYTICS ADOPTION
Nicholas has been a 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 ops 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.
Nick is an ex-Deloitte Senior Manager. 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!
Natalie Williams ‧ Director | Deloitte
YEARS OF ANALYTICS, UX & CHANGE MANAGEMENT CONSULTING EXPERIENCE
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.
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.
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 preference for taking the course. We want you to succeed, in your live environment.
The agile and iterative process that removes the guesswork and turns successful dashboard creation into a precise science. Follow practical step-by-step instructions that are proven to work.
Instant access to over 50 video tutorials with case studies, assignments and quizzes to ensure you are able to apply the materials in your career.
Engage with the experts every week to get help and support on applying the principles to your work.
There are over 30 printable digital templates, checklists, plans and posters. There’s even precise scripts you can use for interviewing users and stakeholders to ensure you get their buy in.
INTRODUCING DASHBOARD ADOPTION FORMULA
In this course, Nicholas Kelly teaches you how he creates dashboards that consistently create a return on investment for his clients and help them realize the business goals. Nick walks you step-by-step through the following:
Learn how to define the goals, objectives, success metrics and project plan.
Learn how to map business requirements to visualizations through wireframing and building a narrative for any BI technology.
Learn how to create personas, conduct interviews, ask the right questions and build consensus.
Learn how to successfully launch a dashboard in your organization with people being excited and advocating for you.
THREE COURSES ROLLED INTO ONE
This live program is the combination of our three most popular courses, each one traditionally delivered over the course of a day. We've worked hard to compress the material to be delivered over two impactful days with all the learning outcomes preserved.
PRACTICAL DASHBOARD REQUIREMENTS GATHERING
THE USER EXPERIENCE APPROACH
Explore the human-related criteria for analytics success. Start with properly identifying and understanding goals and objectives, through persona design, and work right through securing stakeholder buy-in. This hands-on session, guides you through your own real-world scenario and includes a series of practical case studies that highlight both successes and pitfalls of dashboard projects.
- The primary causes of failed analytics efforts and why UX matters
- An enterprise-tested process for getting user input
- Techniques for engaging with users and winning them over
- Real-world applications and examples
- A successful approach to increasing stakeholder buy-in
- A process for taking high-level business objectives and marrying them to available data
DATA VISUALIZATION & ENTERPRISE DASHBOARD DESIGN
THE USER INTERFACE APPROACH
Gain the knowledge and processes to ensure dashboards bring value to the business and unlock actionable insights for users. Participants will walk through a live process from taking business requirements and making them actionable in the dashboard interface. Learn data visualization best practices and how you can wireframe your own dashboard to be a vehicle for goal-aligned action.
- Factors affecting dashboard design and adoption
- Data visualization best practices
- The elements of good dashboard design
- What an actionable dashboard looks like
- Real-world applications and examples
- Available tools for becoming the “data visualization pro” in your organization
- Hands-on application of the design process, culminating in the creation of wireframes
ANALYTICS ADOPTION & DASHBOARD LAUNCH
THE CHANGE MANAGEMENT APPROACH
Understand the levers of low adoption and the practical approach to addressing them, beginning right from project inception with user engagement through to the completion of the project. The approach addresses user adoption and sharing of insights to ensure an iterative lifecycle that continually evolves to user needs through the Dashboard Launch Formula approach.
- Leveraging change management techniques to increase engagement
- Key steps to operationalize insights
- The iterative approach to dashboard releases
- Sharing and collaboration best practices
Available tools and the “art of the possible”
- Developing an adoption strategy and change management
- Managing up and managing down
- Bringing IT and the business together
- Reasons why sharing and gamification matter
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.
Jesse Foley ‧ Business 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!
Also Castellanos ‧ 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!
Kelly Booth ‧ 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.
Christopher Rice ‧ Director Marketing Research & Analytics
WANT A SNEAK PEEK?
Join the FREE webinar to learn the exact skills needed to successfully launch a dashboard
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.
DASHBOARD ADOPTION FORMULA
Access to the entire course and materials.
DASHBOARD ADOPTION FORMULA BUNDLE
Access to the entire course and materials as well as bonus courses.
Tailor a solution for your team or organization from custom training to white-labeling, custom branded kits and more.
Do You Prefer Live Delivery of the Training?
Attend the two-day live version of the course and still receive access to the Dashboard Adoption Formula.