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THE EXACT SKILLS YOU NEED TO DRIVE SUCCESSFUL ADOPTION IN BUSINESS INTELLIGENCE & ANALYTICS

(And learn the most impactful tip you can start applying right away)

LEARN WHAT SKIILLS ARE NEEDED FOR BI & ANALYTICS SUCCESS

Take a product mindset and view your dashboards differently, from a value perspective. What would you do differently if you knew you had to "SELL" your dashboard to your market?

IN THE FREE TRAINING YOU WILL DIVE INTO AN ACTIVITY THAT TOUCHES ON 3 OF THESE SKILLS

Combining the best of user experience, data visualization and change management is the pathway to success in business intelligence and analytics. Map out where you are in the skills matrix and what areas need to support.

AND YOU WILL ALSO SEE HOW NICK SHIFTED CAREER WHILE IN SINGAPORE

FROM THE HUMBLE ROOTS OF GROWING UP IN A FIELD IN IRELAND

IF YOU LIKE THIS FREE TRAINING, YOU'LL LOVE DASHBOARD ADOPTION FORMULA

The Rapid Requirements Gathering training (above) is a primer for the next step in your BI and analytics journey. The new course, DASHBOARD ADOPTION FORMULA, gives you all the skills you need for success.

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”.

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:

  1. Insight mindset – Vision, purpose, prioritize, problem solving, consultant identity
  2. UX principles – User journeys, scenario mapping, research, wireframing
  3. Iterative process – Frameworks, product cycle, workflows, tools, metrics
  4. Change management – Gaps, politics, history, change readiness, alignment
  5. 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.



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.

WHAT'S INSIDE 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

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.

Basic

Access to the entire course and materials for people who don't want live interaction and just get stuck into it.

  • 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