Simple QA Testing Dashboard

Enteprise Dashboard projects sometime tend towards the complex end of the design spectrum in terms of the numbers of features and bells/whistles in the user interface. It’s good to take a step back now and then to take a look at what users really need to see in their dashboards. I found this great pdf on a low tech QA testing dashboard that brings us back to basics in how a performance dashboard is used.

Take a look at this simple dashboard:

An Ultra Simple QA Testing Dashboard

Hey, Dashboard Spy fans, here’s a surprise for you:

Customer Metric Enterprise Dashboard – Tracking fashion business KPIs

When they say that “the customer is always right”, they really mean ”the customer dashboard tells all through the customer behavior metrics”. Mining data gathered from customer transactions is a high value activity, especially when leveraging dashboard technology. Let’s take a look at a customer kpi tracking dashboard from a clothing retailer.

Thanks goes to the Dashboard Spy who shared this enterprise dashboard meant to monitor customer metrics for a fashion business. The underlying product used is by pilotsoftware.com and it’s a role-based, multiple data source enterprise dashboard. Note the view is chosen via the dropdown selector. It is showing “Customer Dashboard”, hence the appearance of the Key Customer Metrics, Trend on Returns, Top Products by Returns, and Top Stores by Returning Customers portlets. The Key Customer Metrics include: Number of Customers, Number of Repeat Customers, Advertising Effectiveness, Loyalty Rates, Revenue per Customer, Gross Margin, and Returns per Customer.

Customer Metrics Enterprise Dashboard

Homework: Need to brush up on fashion/apparel/clothing retail management metrics? Start with these books on clothing retail management.

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 digital dashboard, balanced scorecard, or any business intelligence graphic to share, send an email to info _at_ dashboardspy.com. Also check out The Dashboard Spy’s books on enterprise dashboards. His current favorite is Enterprise Dashboards: Design and Best Practices for IT, the only book on actually implementing executive dashboards.

Security Checkpoint Dashboard – a special event physical dashboard used backstage

My fellow Dashboard Spies know how much I like real-world, physical dashboards. Here's one from the Coachella Valley Music and Film Festival. It is a poster board mounted at various chainlink fence checkpoints backstage. Since there are so many event types and participants, it can be difficult for security agents to remember what areas the various ID bracelets entitle wearers to. Using this dashboard, the security agent can match each bracelet type to the picture and description and allow or disallow access. A check means entry is permitted and an X means entry is denied. Think of this as a real-world Access Control List with associated entitlements. Neat.

Concert Security dashboard

Homework: Event security is no joke in this day and age. Take a look through these books and articles on special event security.

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.

Star Trek Infographic

Although this is being called an infographic, this is really just a nicely designed timeline. But if you’re a Trekkie like me, what’s not to like? This Star Trek timeline shows the evolution of the Star Trek franchise.

The Timeline of Star Trek History


Stay tuned for more posts about infographics and other visual displays of quantitative data.

Hubert Lee
The Dashboard Spy http://dashboardspy.com

IT Service Desk Management Dashboard – tracking alarm status along the service process flow

Dashboard Example: Service Desk Dashboard – For the enterprise help desk team, a service desk dashboard is a critical tool in their daily workflow.

We have this enterprise dashboard screenshot submission that features an implementation of the NimBUS Business Dashboard product. Yes, the same folks that gave us the soda machine dashboard. From the Dashboard Spy at nimsoft.com:

“The attached dashboard image visually splits the IT Service Desk function into two halves. The left side of the dashboard view graphically depicts Netstal’s Service Desk process flow. You can see problem/incident inputs occurring manually via calls from end-users into the service desk (depicted top) and inputs also occurring automatically via alerts from our NimBUS monitoring product (depicted bottom). The process flow continues to show incident processing through to problem resolution and communications of incident status back to the persons who originated the problem/incident request.

The right side of the dashboard view has an array of meters that categorize all open incident requests/tickets with ticket counters and alarm indicators when ticket counts rise to warning levels.

Interesting to point out – in the left-side process flow diagram you will find alarm status indicators positioned at key process points. The small and strategically positioned color-coded status indictors will draw attention to bottlenecks and backlogs in the incident handling process. This Service Desk dashboard contains real-time incident-handling performance indicators. This is key to quickly pinpoint and resolve problems in the service desk process.”

Here is the overall dashboard. It is wide so I split up the views in the following dashboard screenshots:

Service Desk Dashboard

Service Desk Process

Open ticket dashboard

Homework: Take a look at the nimsoft gallery for more ideas. The process flow for the service desk service shown on this dashboard is a great reference, but if you need to brush up, check these books on help desk management.

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.

Project Pipeline and Resource Allocation Enterprise Dashboard

Dashboard

Topic: Project Management Dashboards

Information Technology department managers know the difficulty of allocating human resources across multiple projects. What is the correct level of staffing necessary to both handle the workload quickly yet also be most cost effective? Obviously you can staff for maximum load, but the cost would be too high. Conversely, you can run a barebones staff, and save on budget, but then your capacity is constrained. How to strike a balance?

From a few years back comes this project/resource executive dashboard from http://www.innerfacedesign.com/pr_pipeline.html. It’s a fine looking dashboard by a talented designer that tracks projects not only from a current load perspective, but also from a pipeline viewpoint. On the top of the screen we have projects (current, pipeline and backlog). On the bottom of the screenshot we see resources by role and their utilization. This example uses a scenario of a User Interface Design Group and their project pipeline. The manager using this executive dashboard would look to balance the resources with the shifting project pipeline to try to optimize his productivity. Interesting graphical approach to a common departmental problem.

Enterprise dashboard screenshot

Tags: Project Management Dashboard, Business intelligence project management 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.

A Six Sigma Dashboard Screenshot – Project Status, DMAIC Gates, Tags, Metrics

From an article entitled "Six Sigma: Driving Manufacturing Quality to the Next Level", we have the following six sigma project scorecard screenshots. For those who need a primer, Six Sigma is a management technique for quality optimization. From wiki:

Six Sigma has now grown beyond defect control. It can be defined as a methodology to manage process variations that cause defects, defined as unacceptable deviation from the mean or target; and to systematically work towards managing variation to eliminate those defects. The objective of Six Sigma is to deliver world-class performance, reliability, and value to the end customer. Six Sigma has two key methodologies – DMAIC and DMADV. DMAIC is used to improve an existing business process. DMADV is used to create new product designs or process designs in such a way that it results in a more predictable, mature and defect free performance.

DMAIC - Basic methodology consists of the following five phases:

  • Define formally define the process improvement goals that are consistent with customer demands and enterprise strategy.
  • Measure to define baseline measurements on current process for future comparison. Map and measure process in question and collect required process data.
  • Analyze to verify relationship and causality of factors. What is the relationship? Are there other factors that have not been considered?
  • Improve optimize the process based upon the analysis using techniques like Design of Experiments.
  • Control setup pilot runs to establish process capability, transition to production and thereafter continuously measure the process and institute control mechanisms to ensure that variances are corrected before they result in defects.

DMADV – Basic methodology consists of the following five phases:

  • Define formally define the goals of the design activity that are consistent with customer demands and enterprise strategy.
  • Measure identify CTQs, product capabilities, production process capability, risk assessment, etc.
  • Analyze develop and design alternatives, create high-level design and evaluate design capability to select the best design.
  • Design develop detail design, optimize design, and plan for design verification. This phase may require simulations.
  • Verify verify design, setup pilot runs, implement production process and handover to process owners. This phase may also require simulations.

The first enterprise dashboard screenshot shows several DMAIC projects being monitored. There are red/green/yellow status indications as well as progress markers (which six sigma "gate" has been passed).

Project Dashboard

This next dashboard screenshot shows the details of a particular six sigma project. In this case, it's a DMAIC project. You can see the project description, the DMAIC gates (in a collapse/expand tree), tags and project metrics:

enterprise dashboard screenshot

Homework: Six sigma dashboarding is a whole discipline in itself. Learn more about this discipline with these six sigma books.

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.

Excel dashboard before and after advice from Edward Tufte

Another excellent tidbit from exceluser.com is this excel dashboard. Edward Tufte, noted guru of information presentation, expressed the opinion that the first report below had too much color. The second dashboard is the result of the change.

Scorecard 

Minimalist approach to 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 business dashboards. He could not find any executive dashboard design source books 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 to share, please send an email to info _at_ dashboardspy.com. Also check out The Dashboard Spy's favorite books.

Service Desk Dashboard – tracking support call KPIs for a helpdesk operation

Service Desk Dashboards: For the enterprise’s IT trouble-shooters, a service desk dashboard is likely one of the most valuable tools in their collection. Few teams in the enterprise suffer from more real-time urgency than the service desk which makes the need for an effective help desk dashboard more acute.

First we examine a typical help desk dashboard, then we have a quick glance at a desktop dashboard for service desk dashboard reporting.

This peek at a support desk KPI enterprise dashboard comes from a company running the HEAT service management suite to optimize its IT service functions. The IT group takes the performance data as input for this call data dashboard. KPIs include number of open calls, escalated calls, calls received today, percentage of annual daily average, closed calls, calls more than 3 weeks old and a statistic that I really like – calls not updated in the last 7 days. I feel that this statistic is important in terms of customer satisfaction. The client obviously wants fast action. As the open call ages, the satisfaction index would obviously decrease. The 7 day mark seems like a good spot for some “We’re working on it” contact.

helpdesk dashboard

Now we look at using the desktop area as a deployment platform for a service desk dashboard. Take a look at this help desk dashboard from Klipfolio. It actually works as a widget that resides on your desktop!

service desk dashboard

From the Klipfolio site:

Cut response times and increase customer satisfaction

Improve performance across the support department with real-time tracking and sharing of incidents, cases, and metrics. Frontline agents can make choices based on up-to-the-minute data. Management can shuffle resources to accommodate changing workloads – leveraging data from Parature, Remedy, Heat, and other systems. Resolve more problems in less time. Make a direct impact on customer satisfaction.

Put priorities front and center

Desktop dashboards put individually tailored KPIs on support-organization desktops. Key indicators are “top of mind” at all times. Individuals never lose sight of what they are accountable for and must act on. They can do more with less. Their actions are aligned with goals driven by carefully crafted strategies underlying the indicators in front of them. No more real-time data trapped in enterprise systems, in trouble-ticketing applications, or on big-boards, white boards, or flip charts. Priorities are front and center.

Helpdesk Dashboard

Homework: Study up on this subject with these books on help desk management.

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 digital dashboard, balanced scorecard, or any business intelligence graphic to share, send an email to info _at_ dashboardspy.com. Also check out The Dashboard Spy’s books on enterprise dashboards. His current favorite is Enterprise Dashboards: Design and Best Practices for IT, the only book on actually implementing executive dashboards.

Health Care Clinical Quality and Safety Dashboard – Using enterprise dashboards for hospital performance improvement

By special request from a Dashboard Spy reader interested in using enterprise dashboards in the area of Health Care Clinical Performance Improvements, we present these screenshots from Methodist Medical Center of Illinois, a 330-bed hospital in Peoria. This organization was an early adopter of data dashboards. See this great article on how Methodist’s IT team started developing and implementing data dashboards in 2003, using dashboards to track and improve all dimensions of performance organizationwide, including market breadth and penetration, customer service/patient satisfaction, employee satisfaction, clinical quality and safety, and financial results. Board members, senior executives and physician leaders, service line directors, department or unit managers, and front-line staff review specific data dashboards regularly.

Here is the process improvement process used at the hospital:

Performance Improvement Process

The statement of the formal goals and establishment of the above process was key to the Performance Improvement program. As the article states:

Michael Bryant became Methodist’s CEO in 2000, and he raised the performance bar by setting a goal of being in the top 5% of every performance area. To achieve that goal, it was clear that communication of the goal and the status at the indicator level was a must. Methodist achieved that communication by using a simple stoplight color scheme, which provides clarity for all Methodist dashboards. “Green” indicates excellent work that should be maintained; “yellow” signifies a need for focus because performance is starting to lag; and “red” is an alert, indicating an immediate need for intervention and improvement. “We use these stoplight colors for every dashboard, whether measuring admissions, employee turnover, patient satisfaction, falls, or operating margin,” says Duvendack.

To ensure reliability and validity of data collection and analysis, dashboards should have rules that govern their development and implementation. “Behind the scene of any data dashboard is a strict set of definitions for indicator numerators and denominators, how measures are calculated, inclusion/exclusion criteria, and other parameters,” says Duvendack. “Consistency of dashboard construction and indicator calculations is critical, so a limited number of trained individuals at Methodist are responsible for working with the data that populate the clinical dashboards.”

In addition, because timeliness of the data is critical to effective response, rapid turnover of charts for abstraction is required. Clinical abstracters at Methodist review charts as soon as possible, generally no more than a few weeks after a patient is discharged. “In order to provide meaningful input to quality improvement efforts, the data cannot lag too far behind the care received,” says Duvendack. Data from chart abstraction are entered into the database. The PI department disseminates the dashboards weekly.

These are the bi-weekly hospital-wide dashboards used to enable the performance improvements in the hospital. I apologize for the low quality of the dashboard screenshots. This is the data the Heart Failure Care team uses. The PI staff releases unit-based disease-specific dashboards weekly. Front-line staff and all members of the disease-specific teams in the appropriate clinical units receive the dashboards via e-mail and other means. “We distribute report copies at team meetings and post the dashboards on PI boards, in bathrooms, and every other venue we can use to get the word out. Staff is very familiar with the dashboards,” says Duvendack.

data dashboard

This is the unit specific dashboard. Service line directors, physician partners, and core teams review the reports during weekly meetings, and teams identify “outlier” indicators that require focus. Weekly dashboards may not include all the cases because data are added on a “rolling forward” basis, but by the end of the month, all cases are included in the monthly report

Data Dashboards

Homework: For background on this please look at these books on clinical improvement. And if you are on an enterprise dashboard project, do yourself a favor and take a look at Enterprise Dashboards: Design and Best Practices for IT, the only book on actually implementing enterprise 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.

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