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TAILORED TRAINING

THE RECIPE FOR BI & ANALYTICS SUCCESS

You want your team to be on the same page. You want them following a consistent set of standards and process for how to deliver insight to your business stakeholders. Even better, you want them to be product-minded and always focused on value. However, that's not enough, you need all of this tailored to you and your team. That is what we can offer you.

Sure, our programs 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, your teams needs to learn some new skills to build trust, manage expectations and exude competence. You need a new set of skills and mental model:

  1. Insight mindset – Vision, measurable goals, prioritize, problem solving, consultant identity
  2. UX principles – User journeys, scenario mapping, user research, wireframing
  3. Iterative process – Frameworks, product cycle, workflows, tools, metrics, process
  4. Change management – Gaps, politics, history, change readiness, alignment, feedback
  5. Adoption ownership – Strategy, product focus, marketing, influence, launch

OUR TRAINING, YOUR BRAND

Leverage all our 100+ training videos, materials, with your brand on them, for your employees. Not only that but have a custom module, specific to your organization, that establishes your company standard for dashboard design and development including templates and your own standards.

Who Is This For?

BI/Analytics teams that need to establish standards and consistency both with their dashboards but also how they engage with their stakeholders.

What Is It?

A tailored on-demand training program your team can access any time that has your brand. It is a rebranding of our existing programs with the addition of an entirely custom module specific to your team.

Why Does It Exist?

To set organizational standards, best practices and a consistent processes your team can follow for insight delivery that drives action and change.

HOW IT WORKS

Our Curriculum, Your Brand

We deploy your own version of all our existing training programs with your company brand on them, just accessible by your team.

Custom Training Module

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LIVE ENGAGEMENT

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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.

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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

THE CORE CURRICULM 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.

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

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

  • Users not getting value
  • In reactive mode, no planning
  • Dashboards look ugly

LOW BUSINESS ENGAGEMENT

  • No standard process
  • The business doesn't understand
  • Can't get time with stakeholders

POOR DATA QUALITY

  • Data isn't clean
  • Many data sources
  • Low trust of data

COMPANY POLITICS

  • Business dislikes BI/analytics team
  • Siloes and fiefdoms, the wild west
  • Constantly dealing with fires

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.

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.

TYPICAL FOCUS

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

TARGET FOCUS

Leverage process to align people around data, enabled by technology

Target focus on business intelligence and analytics

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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”.

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.



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.

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.

AGILE PROCESS

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.

VIDEO TUTORIALS

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.

COMMUNITY

Engage with the experts every week to get help and support on applying the principles to your work.

INSIGHT ACCELERATORS

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:

STRATEGY

Learn how to define the goals, objectives, success metrics and project plan.

DESIGN

Learn how to map business requirements to visualizations through wireframing and building a narrative for any BI technology.

REQUIREMENTS

Learn how to create personas, conduct interviews, ask the right questions and build consensus.

LAUNCH

Learn how to successfully launch a dashboard in your organization with people being excited and advocating for you.

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

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.

DASHBOARD ADOPTION FORMULA

Access to the entire course and materials.

  • Over 50 video tutorials
  • Access to the private community
  • 30+ templates and accelerators
  • Certificate of completion
  • Self-paced learning
CUSTOM

Tailor a solution for your team or organization from custom training to white-labeling, custom branded kits and more.

  • Customize modules and programs
  • Option to brand physical kits
  • Option for live, in-person or virtual mentorship