CONSULTING
SERVICES

We can support your team across the entire analytics lifecycle with requirements intake, compelling dashboard design to maximizing user adoption and driving business value.

Dashboard Process

AI-Assisted Dashboard Design and Prototyping WORKSHOP

AI-Assisted Dashboard Design and Prototyping WORKSHOP

Our 1-Day AI-Assisted Dashboard Design and Prototyping Consultation is a one-day, hands-on service that brings your team together to collaborate with AI, and Nick, in designing, building, and prototyping effective and visually appealing dashboards using Power BI or Tableau. By the end of the workshop, your team will have a functional prototype of their dashboard with sample data, addressing their specific business requirements and aimed at achieving your strategic goals.

ROBUST REQUIREMENTS

By combining the input from the people in the room and AI, create a comprehensive set of dashboard requirements that are industry-aligned and focused on value.

PERSONA-BASED FOCUS

With a persona, design-thinking, approach, the requirements are tailored to specific personas and roles within your organization to ensure action and impact.

DATA LITERACY & EDUCATION

Align and educate all the workshop attendees on what is important and how they can engage in the process and leverage data as part of their work.

AI DESIGN COLLABORATION

Leverage the latest in AI stable diffusion technologies to create design concepts aligned to the company brand and overall design aesthetic for the dashboard.

SAMPLE DATA CREATION

Leverage AI to produce a sample dataset on the spot and participants can see what is involved in their data and how they can overcome their data challenges by first understanding the sample.

INTERACTIVE PROTOTYPE

At then end of the workshop, you have a functioning prototype, built in Power BI that can be used on the next step of your journey, populating it with you actual data.

TYPICAL AGENDA

MORNING SESSION
  • Introduction and understanding of your business objectives, data literacy, and industry best practices
  • Collaborating with AI for requirements gathering and user personas, leveraging AI's extensive knowledge of industry metrics and KPIs
  • Identifying KPIs, charts, and filters with AI assistance, ensuring alignment with best practices
  • Overview of dashboard design best practices and UI/UX principles, focusing on data literacy 
  • Creating sample data with AI support, while fostering data literacy within your team
AFTERNOON SESSION
  • Hands-on dashboard prototyping in Power BI with our experts, following industry best practices 
  • AI-assisted refinement and validation of dashboard prototypes, emphasizing alignment with best practices
  • Presentation and feedback on the functional dashboard prototype, with a focus on data literacy and industry alignment
  • Review of entire process, alignment check and and feedback updates to include in the dashboard prototype. 
  • Wrap-up and next steps for dashboard implementation and continuous improvement

GET A QUICK FREE QUOTE

Reach out to quickly receive a quote on the workshop, or any other of our services. We aim to reply within 1 hour.

HOW WE CAN SUPPORT YOU

Our services cover the range of the Enterprise Insight Process, whether you need end to end support or perhaps just help designing a dashboard. We will help you consistently create a return on investment and help realize the business goals.

INSIGHT STRATEGY

Define the goals, objectives, success metrics and project plan. Often crafted through workshops and design thinking sessions.

DASHBOARD DESIGN

Mapping business requirements to visualizations through wireframing and building a narrative for any BI technology.

REQUIREMENTS GATHERING

Creation of personas, interviews, asking the right questions and build consensus. 

LAUNCH & ADOPTION

Successfully launch a dashboard in your organization with people being excited and advocating for you.

HOW WE CAN HELP YOU DELIVER RESULTS

Identify the areas you need support in and we can customize a solution for you in a free proposal.

STRATEGY & PLANNING

Dashboard/report goals, objectives, success metrics, overall plan.

ACTION MAPPING

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.

REQUIREMENTS GATHERING

Engaging stakeholders, interviewing users, personas, scripts, user journeys

DATA ASSESSMENT

Rapid data quality/availability scoring, cost, level of effort, estimating.

WEAVING CHARTS, KPIS & ACTION

Chart interactions, visualization patterns, workflow, filters.

VISUAL STORYTELLING

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.

TRAINING MATERIALS

Embedded training, tooltips, video, recording, low friction.

THE WORKSHOP APPROACH

Rapid requirements, agenda, content, facilitation, output.

Our methodology

We take a methodical, step-by-step approach to delivering value with your data with the Enterprise Insight Process, the iterative and agile formula to delivering valuable and actionable insights to your business.