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BI Dashboard Formula Methodology
Intro to BI Dashboard Formula (BIDF) Methodology
Welcome to the BIDF Family! What to expect? (9:03)
STEP 1 | Planning: How to Qualify your BI Dashboard Project!
Start with our Planning Guide Template (Identify the Who) - This exact template saved one company from doing a $21 MIL dashboard project, that was not ready! Use it. Steal It. (20:02)
You Must Identify the top Goals and KPIs (6:24)
Mod 1 - Wk 1 Q&A - Planning Guide Template Use Case (ET) (64:22)
Mod 1 - Wk 1 Q&A - Planning Guide Template Use Case (AEST) (62:05)
Mod 1 - Wk 2 Q&A - Deep Dive 30-Day Project Plan (AEST) (51:55)
STEP 2 | Scoping: How to Identify the "Top 5-8 Key Performance Indicators (KPIs)” (Don’t Screw this Up!)
Rookie Mistake: Designing your dashboards before validating your final KPIs is a big NO, NO! (9:51)
Part 1: Ultimate KPI Blueprint Template (Execution) (34:15)
Part 2: Ultimate KPI Blueprint Template (Data/Monitor/Status) (14:27)
Mod 2 - Wk 4 Q&A - Scoping CheatSheet (ET) (19:01)
Mod 2 - Wk 5 Q&A - BIDF Blueprint Use Case (ET) (43:02)
Mod 2 - Wk 5 Q&A - BIDF Blueprint Use Case (AEST) (57:21)
Mod 2 - Wk 5 Q&A - 90-sec KPI Analyzer (ET) (34:03)
HOT!!! Mod 2 - Wk 6 Q&A - BIDF Success Story w/ Daniel Lovosky (ET) (50:41)
Mod 2 - Wk 6 Q&A - Visual Storyboard (AEST) (31:08)
STEP 3 | How to Design a Beautiful Dashboard... that 'Users Love'
Rookie Mistake: Building your dashboard in the software before getting sign off can extend the design process by 200%!
Choosing the right tools for your design .. no photoshop!
Stick to the black/white mock up
How to choose a good color scheme
Choosing the right KPIs for the right charts
USE CASE: Before/After....Let's look at five ways to re-design this ugly dashboard!
Mod 3 - Wk 8 Q&A - Live Design Session! (EST) (86:25)
Mod 3 - Wk 8 Q&A - Live Design Session! (AEST) (83:30)
STEP 4 | How to Create a 'Social Campaign' to Boost User Adoption
Rookie Mistake: Measuring user adoption using the wrong metrics!
Choose our social campaign type
Putting together a successful BI Campaign
Final Thoughts - Your live..Now What?
BONUS | Discover Visual Storytelling...Tell your Data Story
Say hello to the KPI Visual Storyboard template... data story tellng made easy!
Focus on the big three part picture
Add some impact and weight to the story!
Drafting your Visual Response... a game changer
USE CASE: The CEO Visual Storyboard
Rookie Mistake: Designing your dashboards before validating your final KPIs is a big NO, NO!
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