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Digital Dashboards
Digital Dashboards use Microsoft Exchange
and other Office 2000 products to knit together a real-time system that
integrates information from many different sources. The idea is like the
dashboard of your car -- at a glance, you can see if things are working or not
(engine, transmission, speed, tach, electronics, radiator temperature, etc.) and
make quick, yet informed decisions based on what the information tells you.
Digital Dashboard Example
A sales department has a digital dashboard that tells them
what products are selling well, how regions are selling relative to one another,
key customers and accounts receivable. Using real-time information from the Web,
direct connections to operational systems databases inside the company, and
other systems, the dashboard presents a concise picture of your business to the
people who can make decisions quickly.
A FBC Customer uses their Digital Dashboard
to let them know a few pieces of key information clearly, concisely and in
real-time:
- how are dealers converting sales from leads passed to them
- what is the relative effectiveness of different advertising
campaigns on leads to the call center
- what is the revenue by dealer by day, week, month, quarter
and annually
- how many customers are in the queue waiting a callback
- what are their competitors doing – discussion database
Using the Digital Dashboard enables management to deal
with the issues in real-time. A dealer’s telephone representative is ill --
and no calls are being made back to leads. Previously, they would find this
out a week later, when the percentage converted to sales was low and they
investigated it. Now they can call the dealer and say: “You have 5 calls in
you queue you have not called back … why?” In this case they can assist
the dealer or re-direct the calls to a dealer that can handle the workload.
Similarly, the effectiveness of marketing campaigns can be seen
immediately. If a campaign is successful, the marketing group can recognize it
immediately and refocus resources to the most successful campaign.
In the past we have performed post-mortems ... today we can provide
real-time treatment of business problems.
How does it work?
Office 2000 has features that make the integration of information to
Knowledge Workers (MS calls it Knowledge Management or KM) relatively easy. We
can connect to SQL Server, Oracle or DB2 databases and extract information as
it is requested. The information is placed in a web-page format and displayed
in Outlook -- where users look at their mail, their calendar and other
relevant business information. The Digital Dashboard can display any web
pages, from the WWW or internal webs, as well as the public and private
folders of the user. The user easily customizes the dashboard and the
flexible reporting features can be used instead of the many printed reports
generated by most business systems.
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Isn’t this an Executive Information System?
Yes and no. In the past Executive
Information Systems (EIS) were developed to provide very similar function to
Digital Dashboards. The key difference is the information in the Dashboard is
real-time, generated by connecting to databases or the web. It is not coded in
static pages or assembled by a support person.
As a result, the information in the
Dashboard has far wider applicability in business. While a CEO may be able to
justify a headcount to gather and sort this type of information, a Sales Manager
cannot. That does not mean however, the Sales Manager doesn’t need this type
of information. It just means it is often hard to get the real data. (Anybody
who has tried to get real budget/actual data from a finance department knows
what I mean)
Isn’t a Digital Dashboard a Data Warehouse?
To a certain degree, but Data Warehouses are
the answer to poorly integrated and unfriendly systems. The warehouse integrates
these disparate systems together. The best example I can think of is the
Telephone Company. They think of you as telephone numbers (home, fax, internet,
cell, pager) and each of these numbers is an account. Unfortunately, they cannot
think of you as a person. The warehouse lets them do it until their systems
become more market-focused.
To a great extent, connecting to the data in
real-time will eliminate data warehouses. If this isn’t possible, an
intermediary, such as a SQL Server database can accumulate the information, and
pass it to the Dashboard.
How do I get started?
You can read about Digital Dashboards from
Microsoft on their web-site. They have a few demonstration Dashboards you can
look at to get a look and feel. Naturally, I would recommend you engage a
consultant with the business experience to help you determine what information
is worthwhile putting on your Dashboard, and how to access the data at its
source.
How can First-Break Consulting help?
We have senior consultants that will help
you determine what you need to view on the dashboard and how to connect to your
data. We can quickly and inexpensively mockup a few screens to review and
refine. Our technical experts can build the web-pages and Exchange folders
required. We can also assist in managing the connectivity requirements to
databases inside your organization.
For more information and a discussion on how
we can help you implement Digital Dashboards in your organization please contact
Matt Alexander at matt.alexander@firstbreak.com
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