H4 Partners

Improvement of a dashboard in direct connection for a Business Unit of a multinational

5

Context

  • A dashboard previously developed in two phases to analyze performance (in volume) that has become too slow and time-consuming
  • Need for iteration after the second phase on a new more efficient model and highlighting the industry vision

Objectives

  • Improved performance and simplified user interface through several key steps

 

Step 1: Design

  • Review of the structure of the current report
  • Facilitation of workshops with users to review needs and expectations
  • Submit to finance and IT the results of the workshops to translate them technically

 

Step 2 : Development

  • Development of visuals
  • Coordination of the data scope with a partner

 

Step 3: UAT and roll out (test)

  • Coordination of tests with the partner and users
  • Training

Deliverables achieved

  • Collection of user needs
  • Review of the structure and content of the existing dashboard
  • Simplification of the dashboard (Model + Navigation)
  • Training and support

Key success factors

  • Knowledge of the industrial sector
  • Technical knowledge (data) for effective coordination with IT
  • Knowledge of the Power BI tool

Tools used

  • Power BI

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