1. Do NOT sell flashy stuff for the sake of appearing “trendy” or “up to date” . “Up to date” gets dated pretty quickly. Useful, on the other hand, usually endures.
2. Use common sense more than you use the solution vendor’s marketing material.
3. Ask a few questions:
A. What are your categories of users? (Line managers, Middle Managers, Top Management, HR Business Partners, HR Senior Managers, Finance Managers..)
B. Do the information needs remain the same through the year, or do they change according to your time of year (financial year end closing, Appraisal year end closing, quarter end closing of sales…)
C. What is the top DECISION SUPPORT information that you need? no less than 1, and no more than 8. For each category of user. Gather this information using questionnaires divided by user category. Arrive at the top (by mode) answers and finalise them.
D. How often does this information change enough to impact ur decision making? (Eliminate all information that does not change significantly for a month or more. e.g., gender diversity is a statistic that will not change for the rest of the year, except during the campus recruitment season, when we need to actively monitor if we are hiring enough from each gender)
The second use of this information, is to determine the refresh rate with the database.
E. Do you want the dashboard to be the opening screen, or do u want to access this on need basis? (Tells you a lot about the actual usage of the dashboards being designed) . Please get this information, again, by category of user, then determine. Some categories may want it to be the first screen, others may want more than one dashboard that they access on need basis.
F. NOW, go to the flashy stuff – the look and feel.
What is the process you would like to follow, as an Analytics consultant?
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