Performance Maps – size matters in showing KPIs with heat map enterprise dashboards

Here’s a look at how the ProClarity product (an enterprise business intelligence suite acquired by Microsoft) uses the “heat map” style of visualization to show relative importance to certain KPIs. The enterprise dashboard screenshot below shows what they call “performance maps”. You can quickly see the relevance of large quantities of data through relative sizing and colors (the basic idea of heat map visualization technology). Based on parameters you define, the performance map allows you to easily compare two measures at one time. Bigger shapes mean bigger impacts and different colors indicating levels of performance. The graphic layout isn’t so great, but it’s a start. I’ll feature other examples of enterprise dashboards that use heat map technology in upcoming posts on The Dashboard Spy.

Performance Map Dashboard

Tags: Heat Map Dashboards, Financial Enterprise Dashboard, Executive Dashboard, Heat Maps

The Dashboard Spy Business Intelligence Dashboards Blog

Law Firm Billing Metrics Enterprise Dashboard

In a law firm, billable hours and bill rates are foremost metrics to track. Of course, the invoicing and collection procedures are key as well. Here is an enterprise dashboard used by a law firm to monitor their billing metrics. This dashboard screenshot shows the attorney tab of the system where a lawyer’s billing metrics are displayed. Note in the left side KPIs panel the measurement of the individual attorney against the firm’s objectives. Bill speed, collection speed and other invoicing statistics are shown as well as the lawyer’s margin percentage. Efficiency in the back end processes is obviously a big factor with this law firm. This enterprise dashboard approach looks to be a good solution to optimizing the relevant metrics.

Law firm billing metrics dashboard

An interesting study of lawyer practice management metrics and key performance metrics is being compiled. A post will be created once the initial findings are complete. The following law practices (specialties and geographic areas noted below) are taking part of the study:

 

Name City Type of Law URL
Jackson Hilliard St. Petersburg,FL DUI DWI Attorney www.duijack.com
Craige Thompson Plymouth, MN Patent Law www.thompsonpatentlaw.com
Tim Anderson New Jersey Federal Criminal Defense www.timandersondefense.com
Brooke Lively Fort Worth, TX Business Attorney www.LivelyLLP.com
Tom Ebbinghouse Indianapolis, IN Tax Attorneys http://thetaxsolvers.com
Kristen Kuse Pleasanton, CA Outsourced Corporate Counsel www.integratedgeneralcounsel.com
Marc Garlett Los Angeles, CA Construction Law www.calilaw.com
Glen Malia Cortlandt Manor, NY Property and Real Estate Attorney http://www.malialaw.com/
Janet Brewer Palo Alto, CA Estate Planning  http://calprobate.com
John Barrett Marietta, GA Atlanta Divorce www.divorceattorneymarietta.com
Erik Broel Vinings, GA Probate Legal Services www.georgiaprobateguide.com
Dana Palmer McKinney, TX Divorce www.danacpalmer.com
Stephanie LH Barrie Gresham, OR Divorce www.greshamfamilylaw.com
Heather Quick Jacksonville Beach, FL Family Law www.jacksonvillebeachlawyer.com
James Yeargan Atlanta, GA DUI http://www.jlydui.com/
Peter Shelton Oakland, CA Estate Planning http://petersheltonlaw.com/

Tags: Law Firm Enterprise Dashboard, Billing Dashboard, Client Financial Dashboards

 

Update:

The following attorneys have also reported in:

Dana C. Palmer (“The McKinney Divorce Lawyer” – http://softdivorce.com)

 

>>>Update for Dashboard Spy readers: Ok you excel power user, financial analyst types out there in the Dashboard Spy readership – here is some hot news for you. This book just came out: Performance Dashboards and Analysis for Value Creation (Wiley Finance). I’ll be checking it out, but it looks like a real practioner’s read. The author proposes a methodology for increasing value called the Value Performance Framework. There is a companion CD with Excel models and sample performance dashboards.>>>>

The Dashboard Spy Business Intelligence Dashboards Blog

Situation Center Dashboard – enterprise dashboards for crisis handling & monitoring

Lately we’ve been talking about the suitability for enterprise dashboards in life and death situations. Most of our examples so far dealt with health care enterprise dashboards. In this post, we examine a set of enterprise dashboards dedicated to helping companies handle crisis monitoring and communication. Missionmode.com offers the “situation” dashboards shown in this Dashboard Spy post. Examples of situtations include fires, natural disasters, and other types of events that require mass communication, tracking of alerts delivery and acknowledgements, situational updates and logs of response actions. A good use of enterprise dashboard technology in that the visual, at-a-glance summaries are quite helpful.

However, the same question arises: Can we trust the technology during a crisis? Are we putting lives on the line? I suppose it depends on the nature of the situation. Of course, a natural disaster affecting regional power outages would make the data acquisition impossible and render the system useless. Smaller localized situations are better suited for this type of enterprise dashboard reporting, but how real-time can it get? Take a look at these enterprise dashboard screenshots and you’ll get a good idea of the possible uses.

This first screen is a dashboard showing contact status, task list, resource library and situation log.

Crisis Situation Dashboard

This is a peek at the admin screen for selecting type of situation:

Situation Types for Crisis Dashboards

Here is a dashboard screenshot showing contact status. That is, who has acknowledged the alert and in what manner (web, phone, etc.)

Alert Acknowledgement Dashboard

This is the situation log that monitors the crisis as it unfolds.

Situation Log Dashboard

Tags: Enterprise Dashboard, Business Intelligence Dashboards, Executive Dashboards

>>>Update for Dashboard Spy readers: Ok you excel power user, financial analyst types out there in the Dashboard Spy readership – here is some hot news for you. This book just came out: Performance Dashboards and Analysis for Value Creation (Wiley Finance). I’ll be checking it out, but it looks like a real practioner’s read. The author proposes a methodology for increasing value called the Value Performance Framework. There is a companion CD with Excel models and sample performance dashboards.>>>>

The Dashboard Spy Business Intelligence Dashboards Blog

Dashboards for Monitoring Elections

Update: Let’s fast-forward a couple of years to Election Day 2008. Obama vs. McCain. Mashup dashboards are all the rage and here’s a look at an election results map from Google:

As a nod to Election Day, I’ll start a dialog about using digital dashboards to track election-related matters. We’ve all seen the extension of business dashboards to encompass other subjects, but political statistics seem particularly well suited for dashboard-style presentation. Here is a dashboard dedicated to tracking the Tennessee Senate Race. You can view it at http://senate.tnpoliticsblog.com/.

Senate Race Dashboard

Homework: If you see any dashboards tracking today’s voting results, please click on this post’s headline, find the comments link at the bottom and please post the URL. Thanks. The Dashboard Spy.

Operating Room Dashboards – A Wall of Knowledge Patient Monitoring Dashboard for Surgery

Enterprise Dashboard Tag: Medical Monitoring Dashboard, Operating Room Dashboard.  Update: It’s been months since posting these dashboard shots. Upon reviewing this post, I must say that it is impressive to see this Operating Room Dashboard. Once again, my congratulations to the enterprise dashboard team who built this lifesaving technology.

We’re all big fans of enterprise dashboards, otherwise we wouldn’t be reading The Dashboard Spy. Most of us are seasoned veterans of multiple software projects. We’ve seen our share of both software project failures and successes. While the failure rates were shockingly high in the past, we’ve become more hopeful in recent years of our ability to create applications that are reliable and available. All sorts of techniques exist to ensure quality, suitability to purpose, scalability, etc. So here is today’s million dollar question: Would you be willing to entrust your life to your enterprise dashboard?

In this post, we look at a very interesting enterprise dashboard – the Livedata Operating Room Dashboard. The screenshots below and the operating room pictures are the real thing. They show the use of the OR Dashboard at New York’s prestigious Memorial Sloan-Kettering Cancer Center. The hospital has set up what they call the “Wall of Knowledge” in 21 new operating rooms. These video monitors display live data from operating room systems and patient databases to support the surgical procedures. As you will see from the enterprise dashboard screenshots below, the OR Dashboard is an active tool – the dashboard follows the surgical workflow and displays data relevant to the procedures at hand.

I applaud the dashboard team that created this. It’s no easy task to take on this great responsibility. Let’s take a look at the particular screens to see their work in detail.

OR Dashboard

Operating Room Dashboard

Patient Identification Dashboard

Patient Critical Information Dashboard

Operation Surgical Staffing Dashboard

OR Progress Log Dashboard

Surgical Progress Dashboard

Operating Room Workflow Dashboard

Surgery Case Setup Dashboard

Operating Room Timeout Enterprise Dashboard

Surgery Intraoperative Dashboard

Operating Room Surgical Closing Procedure Tracking Dashboard

Sloan Kettering Wall of Knowledge

Memorial Sloan Kettering Operating Room Dashboards

Enterprise Dashboards in the Operating Room

Homework: Let’s all stop a minute and think about the quality of our KPIs and Metrics. Obviously, we don’t all deal with life and death data such as these patient dashboards for operating room use, but this case makes clear three things: 1) The quality of the data is paramount. 2) The presentation of the information is critical and 3) The workflow of the underlying processes must drive the dashboard design. For usability of your dashboard designs, please take a look at this book: Information Dashboard Design: The Effective Visual Communication of Data

Tags: Enterprise Dashboards, Health Care Dashboards, Business Intelligence Dashboard

Dashboard Spy Info: This is another post in the series of business intelligence dashboard studies done by a mysterious individual known only as The Dashboard Spy. No one knows who he is, but his collection of BI Dashboards is becoming quite famous. If you have a business dashboard project that you would like to have featured, send Dash an email at info -at_ enterprise-dashboard.com. Please replace those funny characters with the @ sign.

The Dashboard Spy Business Intelligence Dashboards Blog

Building Award Winning Enterprise Dashboards – Nice documentation of building an SAP Analytics dashboard

Tags for this Dashboard Screenshot: Digital Dashboard Implementation, Executive Dashboards, Business Dashboards, BI Dashboards

What is valuable for us Dashboard Spies when we look at today’s award-winning enterprise dashboard example is not what airline industry KPIs are shown, the integration of a document viewer, or even the fact that an award was won, but that the implementation team created a nice document explaining their process. Although the project pdf is really a sales support document, it has great design and implementation value and we should all flip through the 28 pages. Several dashboards are shown as well as closeups of various tables. 

A quick intro from their documentation:

The model has been created by CubeServ AG during a workshop at September 2005 as an example.
The dashboard is based on an generic data model, shows variable KPIs and may be used cross
industry.
The CubeServ Overview Dashboard shows in three views the major information for financial an nonfinancial
key performance indicators.
There are three dashboards available for the
• Overall view
• Customer view
• Product view
From the technology point of view the usage of layer technology and formula based selections is
shown.
For each view there are selections for
• the period
• the year
• the consolidation unit
via dropdown boxes available.
After the selection of period, year and/or consolidation unit a new selection will be shown after
pressing the Submit button
Via the dropdown box Select Dashboard you can navigate from one view to the other.
By pressing the Help button this user documentation will be shown.

The dashboard is an SAP Analytics dashboard created by CubeServ AG at a show in 2005. Here I show a dashboard screenshot:

KPI Dashboard Executive View

Tags: SAP Dashboard, SAP Analytics Dashboards, Project Documentation for Dashboard Implementation

Where are these business dashboards from? And who is this Dashboard Spy? You got me, but this growing hodgepodge of enterprise dashboard screenshots has captured the imagination of the business dashboarding community. From excel dashboards and custom-built business scorecards, to xcelsius and flex-based visualizations, the dashboard screenshots at dashboardspy.com serve both as nuggets of inspiration and warnings of what not to do on an enterprise dashboard. These hits and misses will enlighten and entertain. Technology-neutral, and always business-driven, the Dashboard Spy website is the place to go to learn about the latest enterprise dashboard packages. Check out the Dashboard Spy’s latest recommended book, Information Dashboard Design: The Effective Visual Communication of Data.

BAM – Business Activity Monitoring or Business Analysis & Monitoring Dashboards

Dashboard Design Topic: Helpdesk Dashboard

BAM!! Let’s kick up business dashboards a notch! No, this is not the Emeril show, it’s the Dashbaord Spy on BAM Dashboards. Traditionally, the “A” in BAM stands for “Activity”.  Gartner, who coined the term, says it stands for Business Activity Monitoring. I happen to like that definition best. However, there seem to be other variants out there including what the creator of these dashboards call “Business Analysis & Monitoring”.

What is the difference between BAM dashboards and non-BAM dashboards? Here is an interesting comparison between BI dashboards and BAM dashboards as written by someone on wikipedia:

The term refers to the aggregation, analysis, and presentation of real time information about activities inside organizations and involving customers and partners. Although BAM systems usually use a computer dashboard display to present data, BAM is distinct from the dashboards used by Business Intelligence (BI) in that it has three distinct characteristics not found in BI tools:

  1. BAM systems are driven by business events, fed directly from integration software or from Business Process Management most software applications and do not query databases; some companies, like Syndera can read DB logs directly.
  2. BAM systems are real time where data displayed is not dependent upon a user refreshing a query or a query scheduler;
  3. BAM systems are process oriented.

The goals of Business Activity Monitoring are to provide real time information about the status and results of various operations, processes, and transactions so business decisions can be informed, quickly address problem areas, and re-position organizations to take full advantage of emerging opportunities.

Typically BAM software is capable of, for example, providing real time visibility into how business events such as orders, process queues, network failures, database overloads, etc.) affect the progress of business transactions, permitting real-time business decisions in response to system events – e.g., rescheduling business process instances that have stalled as a result of a credit reporting service slowdown, automate real-time notification of violation or pending violation of business-level policies, and provide statistics on business process performance.

Isn’t that a great piece of writing? Anyway, back to our BAM dashboard example. Below we look at a couple of dashboards from www.nrgglobal.com that show the status of the business systems powering various business functions. These screenshots show the challenge of how to roll up the various KPI levels. The first screenshot shows simply the CRM, HelpDesk Dashboard, ECommerce, Email and Financials applications.

BAM Dashboard Business Function Level

The next BAM dashboard screenshot drills down and reveals the KPIs of the constituent systems that make up the beforementioned applications. The big red/green/yellow indicator lights are kind of cute, but I think overwhelming. Too much real estate taken up for my tastes.

BAM System KPI Dashboard

If you drill down into the applications, you get a display like this one for the HelpDesk application dashboard:

BAM helpdesk

If you continue to drill down and produce a report, it looks like this dashboard screenshot:

BAM graph

There is another option that lets you view status by servers. This consolidated server panel makes much better use of real estate than the big light approach before that I didn’t like.

Consolidated Server KPI dashboard view

Homework: It is difficult to buy books about BAM. The closest way is to do what I did and have Amazon show me Books that contain the phrase Business Activity Monitoring. Followup: Read this article on the state of the art of BAM dashboards.

So what or who is The Dashboard Spy? As his about page states, The Dashboard Spy is just a guy interested in the design of enterprise dashboards. He could not find any executive dashboard design source books (or even screenshots of real business dashboards) and so set about creating his own. Finally convinced to post his extensive collection of dashboard screenshots online, he was amazed to find how popular it has become. If you have a nice screenshot of a digital dashboard, balanced scorecard, or any business intelligence graphic to share, please send an email to info _at_ dashboardspy.com. Also check out The Dashboard Spy’s favorite books on business dashboards.

PS: If you find yourself part of an enterprise dashboard effort, you must study Enterprise Dashboards: Design and Best Practices for IT, the only book on actually implementing enterprise dashboards.

Threat Management Dashboards – Tracking your security risks enterprise dashboard style

Tags for this Dashboard Screen: Security Dashboard, Digital Dashboards, Security Threat Metrics, Security Information Management Dashboard

Security threat management is a big field for enterprise dashboard-style user interface presentation. Here we take a look at a management dashboard from a security portal thats takes a true “At-a-glance” approach to the most significant threat possibilities facing an enterprise’s computer networks. Many of the dashboard’s “portlets” are graphically based. The text-based ones all contain drill-down links to the relevant details. Security threat metrics include: incident and exposure trends, top monitored security events, incident to event ratios, top targeted hosts, top vulnerable applications, top scan exposures, security intelligence trends (reports of threats in the wild), etc.

Security Threat Enterprise Dashboard

Homework: It’s easier to defend the fortress from outsiders and much harder to contains threats from within. Take a look at Enemy at the Water Cooler: Real-Life Stories of Insider Threats and Enterprise Security Management Countermeasures.

Tags: Security Dashboard, Executive Dashboard, Digital Dashboards, SIM Dashboard

So who is the Dashboard Spy? No one really knows, but his growing collection of enterprise dashboard screenshots has captured the imagination of the executive dashboarding community. From excel dashboards and custom-built business scorecards, to xcelsius and flex-based visualizations, the dashboard screenshots at dashboardspy.com serve both as nuggets of inspiration and warnings of what not to do on an enterprise dashboard. These hits and misses will enlighten and entertain. Technology-neutral, and always business-driven, the Dashboard Spy website is the place to go to learn about the latest enterprise dashboard packages. Check out the Dashboard Spy’s latest recommended book, Information Dashboard Design: The Effective Visual Communication of Data