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ON-SITE or VIRTUAL TRAINING
We offer our Dashboard Adoption Formula training directly to our clients. It can be tailored to your needs and delivered on site by Nick or via a remote live experience.
PICK ONE OF OUR PROGRAMS OR MIX AND MATCH
Having worked on the practical end of insight delivery for many years, we have tailored how our clients approach training. Our training is available across three main areas, depending on where you need the most support. We can also tailor elements of these programs into a custom training for your team.
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.
LEARNING OUTCOMES
- 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.
LEARNING OUTCOMES
- 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.
LEARNING OUTCOMES
- 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
Your Training Options
Training Delivery
Training can be in-person or virtual and span from 4 hours up to three full days, depending on your needs. Alternatively, the training can be spaced out over the period of your typical project lifecycle to ensure participants can apply the training to the real-world environment and get feedback throughout the training.
Participants and Space
For on-site training, we cap it at 100 participants and require adequate facilities to support breakout groups and activities. For virtual training the cap is 50 participants.
Lead Time
To understand your goals and desired outcomes we recommend a 4-week lead time or more. In that first week we would discuss your needs and write a training proposal for you. Once agreed, we would compile the training materials while you schedule your team to attend.
Application
To get the most from the training, we recommend your participants apply it directly to their roles in as much as possible. This way then can ask more questions and get direct and immediate feedback for their own applications.
REACH OUT TO SCHEDULE A FREE CALL
Drop a note to schedule a call to share your vision for the training.
MEET NICHOLAS KELLY, YOUR 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!
Natalie Williams
DIRECTOR | Deloitte
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.
Abhinandan Mandhana
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!
Travis Jones
Senior Vice President of North America | Logic20/20, Inc.
TECHNOLOGY AGNOSTIC
The approach in the course applies to all the modern business intelligence platforms.
Applies to
Qlik Sense
Applies to
Power BI
Applies to
Tableau
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.
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.
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