Establish High-Value IT Performance Dashboards and Metrics

Establish High-Value IT Performance Dashboards and Metrics

Spend less time struggling with visuals and more time communicating about what matters to your executives.

Analyst Perspective

A dashboard is a communication tool that helps executives make data-driven decisions

CIOs naturally gravitate toward data and data analysis. This is their strength. They lean into this strength, using data to drive decisions, track performance, and set targets because they know good data drives good decisions.

However, when it comes to interpreting and communicating this complex information to executives who may be less familiar with data, CIOs struggle, often falling back on showing IT activity level data instead of what the executives care about. This results in missed opportunities to tell IT’s unique story, secure funding, reveal important trends, or highlight key opportunities for the organization.

Break through these traditional barriers by using Info-Tech’s ready-made IT dashboards. Spend less time agonizing over visuals and layout and more time concentrating on delivering IT information that moves the organization forward.

Diana MacPherson
Senior Research Analyst, CIO
Info-Tech Research Group

Executive Summary

Info-Tech Insight

The purpose of a dashboard is to drive decision making. A well designed dashboard presents relevant, clear, concise insights that help executives make data-driven decisions.

Your challenge

CIOs struggle to select the right metrics and dashboards to communicate IT’s accomplishments, needs, and progress to their executives. CIOs:

• Fail to tailor metrics to their audience, often presenting graphs that are familiar and useful to them, but not their executives. This results in dashboards full of IT activities that executives neither understand nor find valuable.
• Do not consider the timeliness of their metrics, which has the same effect as not tailoring their metrics: the executives do not care about the metrics they are shown.
• Present too many metrics, which not only clutters the board but also dilutes the message the CIO needs to communicate.
• Do not act on the results of their metrics and show progress, which makes metrics meaningless. Why measure something if you won’t act on the results?

The bottom line: CIOs often communicate to the wrong audience, about the wrong things, in the wrong amount, using the wrong metrics, at the wrong time.

In a survey of 500 executives, organizations that struggled with dashboards identified the reasons as:
61% Inadequate context
54% Information overload

— Source: Exasol

CXOs and CIOs agree that IT performance metrics need improvement

When asked which performance indicators should be implemented in your business, CXOs and CIOs both agree that IT needs to improve its metrics across several activity areas: technology performance, cost and salary, and risk.

The Info-Tech IT Dashboards center key metrics around these activities ensuring you align your metrics to the needs of your CXO audience.

Info-Tech CEO/CIO Alignment Survey Benchmark Report n=666

The Info-Tech IT Dashboards are organized by the top CIO priorities

The top six areas that a CIO needs to prioritize and measure outcomes, no matter your organization or industry, are:

• Managing to a budget: Reducing operational costs and increasing strategic IT spend
• Customer/constituent satisfaction: Directly and indirectly impacting customer experience.
• Risk management: Actively knowing and mitigating threats to the organization.
• Delivering on business objectives: Aligning IT initiatives to the vision of the organization.
• Employee engagement: Creating an IT workforce of engaged and purpose-driven people.
• Business leadership relations: Establishing a network of influential business leaders.

Deliver High-Value IT Dashboards to Your Executives

Info-Tech’s approach

Deliver High-Value Dashboards to Your Executives

Executives recognize the benefits of dashboards:
87% of respondents to an Exasol study agreed that their organization’s leadership team would make more data-driven decisions if insights were presented in a simpler and more understandable way
(Source: Exasol)

The Info-Tech difference:

We created dashboards for you so you don’t have to!

1. Eliminate 80% of the dashboard design work by selecting from our ready-made Info-Tech IT Dashboards.
2. Use our IT Dashboard Workbook to adjust the dashboards to your audience and organization.
3. Follow our blueprint and IT Dashboard Workbook tool to craft, and deliver your dashboard to your CXO team, then action feedback from your audience to continuously improve.

Info-Tech’s methodology for establishing high-value dashboards

1. Test Info-Tech’s IT Dashboards Against Your Audience’s Needs

Phase Steps

1. Validate Info-Tech’s IT Dashboards for Your Audience
2. Identify and Document Your Audience’s Needs

Phase Outcomes

1. Initial impressions of Info-Tech IT Dashboards
2. Completed Tabs 2 of the IT Dashboard Workbook

2. Translate Audience Needs into Metrics

Phase Steps

1. Review Info-Tech’s IT Dashboards for Your Audience
2. Derive Metrics from Audience Needs
3. Associate metrics to Dashboards

Phase Outcomes

1. Completed IT Tab 3 of IT Dashboard Workbook

3. Ready Your Data for Dashboards

Phase Steps

1. Assess Data Inventory
2. Assess Data Quality
3. Assess Data Readiness
4. Assess Data Frequency

Phase Outcomes

1. Assessed Info-Tech IT Dashboards for your audience’s needs
2. Completed Tab 5 of the IT Dashboard Workbook
3. Finalized dashboards

4. Build and Deliver Your Dashboards

Phase Steps

1. Design Your Dashboard
2. Update Your Dashboards
3. Craft Your Story and Deliver Your Dashboards

Phase Outcomes

1. Completed IT Tab 5 and 6 of IT Dashboard Workbook and finalized dashboards

5. Plan, Record, and Action Your Metrics

Phase Steps

1. Plan How to Record Metrics
2. Record and Action Metrics

Phase Outcomes

1. Completed IT Dashboards tailored to your organization
2. Completed IT Dashboard Workbook

How to Use This Blueprint

Choose the path that works for you

The Info-Tech IT Dashboards address several needs:

1. New to dashboards and metrics and not sure where to begin? Let the phases in the blueprint guide you in using Info-Tech’s IT Dashboards to create your own dashboards.
2. Already know who your audience is and what you want to show? Augment the Info-Tech’s IT Dashboards framework with your own data and visuals.
3. Already have a tool you would like to use? Use the Info-Tech’s IT Dashboards as a design document to customize your tool.

Insight Summary

The need for easy-to-consume data is on the rise making dashboards a vital data communication tool.

70%: Of employees will be expected to use data heavily by 2025, an increase from 40% in 2018.
— Source: Tableau

Overarching insight

A dashboard’s primary purpose is to drive action. It may also serve secondary purposes to update, educate, and communicate, but if a dashboard does not drive action, it is not serving its purpose.

Insight 1

Start with the audience. Resist the urge to start with the data. Think about who your audience is, what internal and external environmental factors influence them, what problems they need to solve, what goals they need to achieve, then tailor the metrics and dashboards to suit.

Insight 2

Avoid showing IT activity-level metrics. Instead use CIO priority-based metrics to report on what matters to the organization. The Info-Tech IT Dashboards are organized by the CIO priorities: risks, financials, talent, and strategic initiatives.

Insight 3

Dashboards show the what not the why. Do not assume your audience will draw the same conclusions from your graphs and charts as you do. Provide the why by interpreting the results, adding insights and calls to action, and marking key areas for discussion.

Insight 4

A dashboard is a communication tool and should reflect the characteristics of good communication. Be clear, concise, consistent, and relevant.

Insight 5

Action your data. Act and report progress on your metrics. Gathering metrics has a cost, so if you do not plan to action a metric, do not measure it.

Blueprint deliverables

Each step of this blueprint is accompanied by supporting deliverables to help you accomplish your goals:

Blueprint benefits

CIO Benefits

• Reduces the burden of figuring out what metrics to show executives and how to categorize and arrange the visuals.
• Increases audience engagement through tools and methods that guide CIOs through tailoring metrics and dashboards to audience needs.
• Simplifies CIO messages so executives better understand IT needs and value.
• Provides CIOs with the tools to demonstrate transparency and competency to executive leaders.
• Provides tools and techniques for regular review and action planning of metrics results, which leads to improved performance, efficiency, and effectiveness.

Business Benefits

• Provides a richer understanding of the IT landscape and a clearer connection of how IT needs and issues impact the organization.
• Increases understanding of the IT team’s contribution to achieving business outcomes.
• Provides visibility into IT and business trends.
• Speeds up decision making by providing insights and interpretations to complex situations.

Measure the value of this blueprint

Realize measurable benefits after using Info-Tech’s approach:

Determining what you should measure, what visuals you should use, and how you should organize your visuals, is time consuming. Calculate the time it has taken you to research what metrics you should show, create the visuals, figure out how to categorize the visuals, and layout your visuals. Typically, this takes about 480 hours of time. Use the ready-made Info-Tech IT Dashboards and the IT Dashboard Workbook to quickly put together a set of dashboards to present your CXO. Using these tools will save approximately 480 hours.

A study at the University of Minnesota shows that visual presentations are 43% more effective at persuading their audiences (Bonsignore). Estimate how persuasive you are now by averaging how often you have convinced your audience to take a specific course of action. After using the Info-Tech IT Dashboards and visual story telling techniques described in this blueprint, average again. You should be 43% more persuasive.

Further value comes from making decisions faster. Baseline how long it takes, on average, for your executive team to make a decision before using Info-Tech’s IT Dashboards then time how long decisions take when you use your Info-Tech’s IT Dashboards. Your audience should reach decisions 21% faster according to studies at Stanford University and the Wharton School if business (Bonsignore).

Case Study

Visuals don’t have to be fancy to communicate clear messages.

• Industry: Construction
• Source: Anonymous interview participant

Info-Tech offers various levels of support to best suit your needs

DIY Toolkit
"Our team has already made this critical project a priority, and we have the time and capability, but some guidance along the way would be helpful."

Guided Implementation
"Our team knows that we need to fix a process, but we need assistance to determine where to focus. Some check-ins along the way would help keep us on track."

Workshop
"We need to hit the ground running and get this project kicked off immediately. Our team has the ability to take this over once we get a framework and strategy in place."

Consulting
"Our team does not have the time or the knowledge to take this project on. We need assistance through the entirety of this project."

Diagnostics and consistent frameworks are used throughout all four options.

Guided Implementation

A Guided Implementation (GI) is a series of calls with an Info-Tech analyst to help implement our best practices in your organization.

A typical GI is 8 to 12 calls over the course of 4 to 6 months.

What does a typical GI on this topic look like?

Workshop overview

Day 1: Test Info-tech’s IT Dashboards Against Your Audience’s Needs and Translate Audience Needs Into Metrics

Activities
1.1 Review the info-Tech IT Dashboards and document impressions for your organization.
1.2 Identify your audience’s attributes.
1.3 Identify timeline and deadlines for dashboards.
1.4 Identify and prioritize audience needs and desired outcomes.
1.5 Associate metrics to each need.
1.6 Identify a dashboard for each metric.

Deliverables
1. Initial impressions of Info-Tech IT Dashboards.
2. Completed Tabs 2 and 3 of the IT Dashboard Workbook.

Day 2: Inventory Your Data; Assess Data Quality and Readiness

Activities
2.1 Complete a data inventory for each metric on each dashboard: determine how you will measure the metric, the KPI, any observation biases, the location of the data, the type of source, and the owner and security/compliance requirements.
2.2 Assess data quality for availability, accuracy, and standardization.
2.3 Assess data readiness and frequency of measurement and reporting.

Deliverables
1. Completed Tab 4 of the IT Dashboard Workbook.

Day 3: Design and Build Your Dashboards

Activities
3.1 Revisit the Info-Tech IT Dashboards and use the identified metrics to determine what should change on the dashboards.
3.2 Build your dashboards by editing the Info-Tech IT Dashboards with your changes as planned in Step 3.1.

Deliverables
1. Assessed Info-Tech IT Dashboards for your audience’s needs.
2. Completed Tab 5 of the IT Dashboard Workbook.
3. Finalized dashboards.

Day 4: Deliver Your Dashboard and Plan to Action Metrics

Activities
4.1 Craft your story.
4.2 Practice delivering your story.
4.3 Plan to action your metrics.
4.4 Understand how to record and address your results.

Deliverables
1. Completed Tabs 6 and 7 of the IT Dashboard Workbook.

Day 5: Next Steps and Wrap-Up (offsite)

Activities
5.1 Complete in-progress deliverables from previous four days
5.2 Set up review time for workshop deliverables and to discuss next steps.

Deliverables
1. Completed IT Dashboards tailored to your organization.
2. Completed IT Dashboard Workbook.

Contact your account representative for more information.

workshops@infotech.com
1-888-670-8889

What is an IT dashboard?

An IT dashboard is…
a visual representation of data, and its main purpose is to drive actions. Well-designed dashboards use an easy to consume presentation style free of clutter. They present their audience with a curated set of visuals that present meaningful metrics to their audience.

Dashboards can be both automatically or manually updated and can show information that is dynamic or a snapshot in time.

Info-Tech IT Dashboards

Review the Info-Tech IT Dashboards

We created dashboards so you don’t have to.

Use the link below to download the Info-Tech IT Dashboards and consider the following:

1. What are your initial reactions to the dashboards?
2. Are the visuals appealing? If so, what makes them appealing?
3. Can you use these dashboards in your organization? What makes them usable?
4. How would you use these dashboards to speak your own IT information to your audience?

Download the Info-Tech IT Dashboards

Why Use Dashboards When We Have Data?

How graphics affect us

Cognitively

• Engage our imagination
• Stimulate the brain
• Heighten creative thinking
• Enhance or affect emotions

Emotionally

• Enhance comprehension
• Increase recollection
• Elevate communication
• Improve retention

Visual clues

• Help decode text
• Attract attention
• Increase memory

Persuasion

• 43% more effective than text alone

— Source: (Vogel et al.)

Phase 1

Test Info-Tech’s IT Dashboards Against Your Audience’s Needs

This phase will walk you through the following:

• Documenting impressions for using Info-Tech’s IT Dashboards for your audience.
• Documenting your audience and their needs and metrics for your IT dashboards

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Info-Tech IT Dashboard organization and audience

We created a compelling way to organize IT dashboards so you don’t have to. The Info-Tech IT Dashboards are organized by CIO Priorities, and these are consistent irrespective of industry or organization. This is a constant that you can organize your metrics around.

Dashboard Customization

The categories represent a constant around which you can change the order; for example, if your CXO is more focused on Financials, you can switch the Financials dashboard to appear first.

The Info-Tech IT Dashboards are aimed at a CXO audience so if your audience is the CXO, then you may decide to change very little, but you can customize any visual to appeal to your audience.

Phase 1 will get you started with your audience.

Always start with the audience

…and not the data!

Reliable, accurate data plays a critical role in dashboards, but data is only worthwhile if it is relevant to the audience who consumes it, and dashboards are only as meaningful as the data and metrics they represent.

Instead of starting with the data, start with the audience. The more IT understands about the audience, the more relevant the metrics will be to their audience and the more aligned leadership will be with IT.

Don’t forget yourself and who you are. Your audience will have certain preconceived notions about who you are and what you do. Consider these when you think about what you want your audience to know.

Resist the Data-First Temptation

If you find yourself thinking about data and you haven’t thought about your audience, pull yourself back to the audience.

Meaningful measures rely on understanding your audience and their needs

It is crucial to think about who your audience is so that you can translate their needs into metrics and create meaningful visuals for your dashboards.

Step 1.1

Review and Validate Info-Tech’s IT Dashboards for Your Audience

Activities:
1.1.1 Examine Info-Tech’s IT Dashboards.

• Note, the Info-Tech IT Dashboards are organized by CIO priorities – Risk, Financials, Talent, and Strategic Initiatives – and address the needs of the CXO audience. The IT Dashboard Workbook is pre-populated with this information.
• If this meets your audience’s needs, you do not have to edit this content and can instead use the pre-populated information. You may wish to review the information to ensure it is still valid for your audience.

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Outcomes of this step:

• Info-Tech dashboards reviewed for your organization’s audience.

1.1.1 Examine the Info-Tech IT Dashboards

30 minutes

1. If you haven’t already downloaded the Info-Tech IT Dashboards, click the link below to download.
2. Complete a quick review of the dashboards and consider how your audience would receive them.
3. Document your thoughts, with special emphasis on your audience in the Info-Tech Dashboard Impressions slide.

Download Info-Tech IT Dashboards

Reviewing visuals can help you think about how your audience will respond to them

Jot down your thoughts below. You can refer to this later as you consider your audience.

Consider:

• Who is your dashboard audience?
• Are their needs different from the Info-Tech IT Dashboard audience’s? If so, how?
• Will the visuals work for your audience on each dashboard?
• Will the order of the dashboards work for your audience?
• What is missing?

Step 1.2

Identify and Document Your Audience’s Needs

Activities:
1.2.1 Document your audience’s needs in the IT Dashboard Workbook.

• Note, the Info-Tech IT Dashboards are organized by CIO priorities – Risk, Financials, Talent, and Strategic Initiatives – and address the needs of the CXO audience. The IT Dashboard Workbook is pre-populated with this information.
• If this meets your audience’s needs, you do not have to edit this content and can instead use the pre-populated information. You may wish to review the information to ensure it is still valid for your audience.

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Outcomes of this step:

• Audience details documented in IT Dashboard Workbook

Identify Your Audience and dig deeper to understand their needs

Connect with your audience

• Who is your audience?
• What does your audience care about? What matters to them?
• How is their individual success measured? What are their key performance indicators (KPIs)?
• Connect the challenges and pain points of your audience to how IT can help alleviate those pain points:
  • For example, poor financial performance could be due to a lack of digitization. Identify areas where IT can help alleviate this issue.
  • Try to uncover the root cause behind the need. Root causes are often tied to broad organizational objectives, so think about how IT can impact those objectives.

Validate the needs you’ve uncovered with the audience to ensure you have not misinterpreted them and clarify the desired timeline and deadline for the dashboard.

Document audiences and needs on Tab 2 of the IT Dashboard Workbook

Prioritize and select audience needs that your dashboard will address

Prioritize needs by asking:

• Which needs represent the largest value to the entire organization (i.e. needs that impact more of the organization than just the audience)?
• Which needs will have the largest impact on the audience’s success?
• Which needs are likely to drive action (e.g. if supporting a decision, is the audience likely to be amenable to changing the way they make that decision based on the data)?

Select three to five of the highest priority needs for each audience to include on a dashboard.

Prioritize needs on Tab 2 of the IT Dashboard Workbook

1.2.1 Document Your Audience Needs in the IT Dashboard Workbook

1 hour

Click the link below to download the IT Dashboard Workbook and open the file. Select Tab 2. The workbook contains pre-populated text that reflects information about Info-Tech’s IT Dashboards. You may want to keep the pre-populated text as reference as you identify your own audience then remove after you have completed your updates.

Download Info-Tech IT Dashboard Workbook

Phase 2

Translate Audience Needs Into Metrics

This phase will walk you through the following:

• Revisiting the Info-Tech IT Dashboards for your audience.
• Documenting your prioritized audience’s needs and the desired outcome of each in the IT Dashboard Workbook.

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Linking audience needs to metrics has positive outcomes

When you present metrics that your audience cares about, you:

• Deliver real value and demonstrate IT’s value as a trusted partner.
• Improve the relationship between the business and IT.
• Enlighten the business about what IT does and how it is connected to the organization.

29% of respondents to The Economist Intelligence Unit survey cited inadequate collaboration between IT and the business as one of the top barriers to the organization’s digital objectives.
— Source: Watson, Morag W., et al.

Dashboard Customization

The Info-Tech IT Dashboards use measures for each dashboard that correspond with what the audience (CXO) cares about. You can find these measures in the IT Dashboard Workbook. If your audience is the CXO, you may have to change a little but you should still validate the needs and metrics in the IT Dashboard Workbook.

Phase 2 covers the process of translating needs into metrics.

Once you know what your audience needs, you know what to measure

Step 2.1

Document Desired Outcomes for Each Prioritized Audience Need

Activities:
2.1.1 Compare the Info-Tech IT Dashboards with your audience’s needs.
2.1.2 Document prioritized audience needs and the desired outcome of each in the IT Dashboard Workbook.

• Note, the Info-Tech IT Dashboards are organized by CIO priorities – Risk, Financials, Talent, and Strategic Initiatives – and address the needs of the CXO audience. The IT Dashboard Workbook is pre-populated with this information.
• If this meets your audience’s needs, you do not have to edit this content and can instead use the pre-populated information. You may wish to review the information to ensure it is still valid for your audience.

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Outcomes of this step:

• Understanding of how well Info-Tech IT Dashboards address audience needs.
• Documented desired outcomes for each audience need.

2.1.1 Revisit Info-Tech’s IT Dashboards and Review for Your Audience

30 minutes

1. If you haven’t already downloaded the Info-Tech IT Dashboards, click the link below to download.
2. Click the link below to download the Info-Tech IT Dashboard Workbook.
3. Recall your first impressions of the dashboards that you recorded on earlier in Phase 1 and open up the audience and needs information you documented in Tab 2 of the IT Dashboard Workbook.
4. Compare the dashboards with your audience’s needs that you documented on Tab 2.
5. Record any updates to your thoughts or impressions on the next slide. Think about any changes to the dashboards that you would make so that you can reference it when you build the dashboards.

Download Info-Tech IT Dashboard Workbook

The Info-Tech IT Dashboards contain a set of monthly metrics tailored toward a CXO audience.

Download Info-Tech IT Dashboards

Knowing what your audience needs, do the metrics the visuals reflect address them?

Any changes to the Info-Tech IT Dashboards?

Consider:

• Are your audience’s needs already reflected in the visuals in each of the dashboards? If so, validate this in the next activity by reviewing the prioritized needs, desired outcomes, and associated metrics already documented in the IT Dashboard Workbook.
• Are there any visuals your audience would need that you don’t see reflected in the dashboards? Write them here to use in the next exercise.

Desired outcomes make identifying metrics easier

When it’s not immediately apparent what the link between needs and metrics is, brainstorm desired outcomes.

2.1.2 Document your audience’s desired outcome per prioritized need

Now that you’ve examined the Info-Tech IT Dashboards and considered the needs of your audience, it is time to understand the outcomes and goals of each need so that you can translate your audience’s needs into metrics.

1 hour

Click the link below to download the IT Dashboard Workbook and open the file. Select Tab 3. The workbook contains pre-populated text that reflects information about Info-Tech’s IT Dashboards. You may want to keep the pre-populated text as reference as you identify your own audience then remove it after you have completed your updates.

Download Info-Tech IT Dashboard Workbook

Deriving Meaningful Metrics

Once you know the desired outcomes, you can identify meaningful metrics

Common Metrics Mistakes

Avoid the following oversights when selecting your metrics.

Step 2.2

Derive Metrics From Audience Needs

Activities:
2.2.1 Derive metrics using the Info-Tech IT Dashboards and the IT Dashboard Workbook.

• Note, the Info-Tech IT Dashboards are organized by CIO priorities – Risk, Financials, Talent, and Strategic Initiatives – and address the needs of the CXO audience. The IT Dashboard Workbook is pre-populated with this information.
• If this meets your audience’s needs, you do not have to edit this content and can instead use the pre-populated information. You may wish to review the information to ensure it is still valid for your audience.

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Outcomes of this step:

• Documented metrics for audience needs.

2.2.1 Derive metrics from desired outcomes

Now that you have completed the desired outcomes, you can determine if you are meeting those desired outcomes. If you struggle with the metrics, revisit the desired outcomes. It could be that they are not measurable or are not specific enough.

2 hours

Click the link below to download the IT Dashboard Workbook and open the file. Select Tab 3. The workbook contains pre-populated text that reflects information about Info-Tech’s IT Dashboards. You may want to keep the pre-populated text as reference as you identify your own audience then remove it after you have completed your updates.

Download Info-Tech IT Dashboard Workbook

Download IT Metrics Library

Download HR Metrics Library

Step 2.3

Associate Metrics to Dashboards

Activities:
2.3.1 Review the metrics and identify which dashboard they should appear on.

• Note, the Info-Tech IT Dashboards are organized by CIO priorities – Risk, Financials, Talent, and Strategic Initiatives – and address the needs of the CXO audience. The IT Dashboard Workbook is pre-populated with this information.
• If this meets your audience’s needs, you do not have to edit this content and can instead use the pre-populated information. You may wish to review the information to ensure it is still valid for your audience.

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Outcomes of this step:

• Metrics associated to each dashboard.

2.3.1 Associate metrics to dashboards

30 minutes

Once you have identified all your metrics from Step 2.2, identify which dashboard they should appear on. As with all activities, if the Info-Tech IT Dashboard meets your audience’s needs, you do not have to edit this content and can instead use the pre-populated information.

Phase 3

Ready Your Data for Dashboards

This phase will walk you through the following:

• Inventorying your data
• Assessing your data quality
• Determining data readiness
• Determining data measurement frequency

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Can you measure your metrics?

Once appropriate service metrics are derived from business objectives, the next step is to determine how easily you can get your metric.

Make sure you select data that your audience trusts

40% of organizations say individuals within the business do not trust data insights.
— Source: Experian, 2020

Phase 3 covers the process of identifying data for each metric, creating a data inventory, assessing the readiness of your data, and documenting the frequency of measuring your data. Once complete, you will have a guide to help you add data to your dashboards.

Step 3.1

Assess Data Inventory

Activities:
3.1.1 Download the IT Dashboard Workbook and complete the data inventory section on Tab 4.

• Note, the Info-Tech IT Dashboards are organized by CIO priorities – Risk, Financials, Talent, and Strategic Initiatives – and address the needs of the CXO audience. The IT Dashboard Workbook is pre-populated with this information.
• If this meets your audience’s needs, you do not have to edit this content and can instead use the pre-populated information. You may wish to review the information to ensure it is still valid for your audience.

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Outcomes of this step:

• Documented data inventory for each metric.

3.1.1 Data Inventory

1 hour

Click the link below to download the IT Dashboard Workbook and open the file. Select Tab 4. The pre-populated text is arranged into the tables according to the dashboard they appear on; you may need to scroll down to see all the dashboard tables.

Create a data inventory by placing each metric identified on Tab 3 into the corresponding dashboard table. Complete each column as described below.

Metrics Libraries: Use the IT Metrics Library and HR Metrics Library for ideas for metrics to use and how to measure them.

Download Info-Tech IT Dashboard Workbook

Step 3.2

Assess Data Quality

Activities:
3.2.1 Use the IT Dashboard Workbook to complete an assessment of data quality on Tab 4.

• Note, the Info-Tech IT Dashboards are organized by CIO priorities – Risk, Financials, Talent, and Strategic Initiatives – and address the needs of the CXO audience. The IT Dashboard Workbook is pre-populated with this information.
• If this meets your audience’s needs, you do not have to edit this content and can instead use the pre-populated information. You may wish to review the information to ensure it is still valid for your audience.

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Outcomes of this step:

• Documented data quality assessment for each metric.

3.2.1 Assess Data Quality

1 hour

Document the data quality on Tab 4 of the IT Dashboard Workbook by filling in the data availability, data accuracy, and data standardization columns as described below.

Data quality is a struggle for many organizations. Consider how much uncertainty you can tolerate and what would be required to improve your data quality to an acceptable level. Consider cost, technological resources, people resources, and time required.

Download Info-Tech IT Dashboard Workbook

Step 3.3

Assess Data Readiness

Activities:
3.3.1 Use the IT Dashboard Workbook to determine the readiness of your data.

• Note, the Info-Tech IT Dashboards are organized by CIO priorities – Risk, Financials, Talent, and Strategic Initiatives – and address the needs of the CXO audience. The IT Dashboard Workbook is pre-populated with this information.
• If this meets your audience’s needs, you do not have to edit this content and can instead use the pre-populated information. You may wish to review the information to ensure it is still valid for your audience.

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Outcomes of this step:

• Documented data readiness for each metric

3.3.1 Determine Data Readiness

1 hour

Once the data quality has been documented and examined, complete the Data Readiness section of Tab 4 in the Info-Tech IT Dashboard Workbook. Select a readiness classification using the definitions below. Use the readiness of your data to determine the level of effort required to obtain the data and consider the constraints and cost/ROI to implement new technology or revise processes and data gathering to produce the data.

Remember: Although in most cases, simple formulas that can be easily understood are the best approach, both because effort is lower and data that is not manipulated is more trustworthy, do not abandon data because it is not perfect but instead plan to make it easier to obtain.

Download Info-Tech IT Dashboard Workbook

Step 3.4

Assess Data Frequency

Activities:
3.4.1 Use the IT Dashboard Workbook to determine the readiness of your data and how frequently you will measure your data.

• Note, the Info-Tech IT Dashboards are organized by CIO priorities – Risk, Financials, Talent, and Strategic Initiatives – and address the needs of the CXO audience. The IT Dashboard Workbook is pre-populated with this information.
• If this meets your audience’s needs, you do not have to edit this content and can instead use the pre-populated information. You may wish to review the information to ensure it is still valid for your audience.

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Outcomes of this step:

• Documented frequency of measurement for each metric.

3.4.1 Document Planned Frequency of measurement

10 minutes

Document the planned frequency of measurement for all your metrics on Tab 4 of the IT Dashboard Workbook.

For each metric, determine how often you will need to refresh it on the dashboard and select a frequency from the drop down. The Info-tech IT Dashboards assume a monthly refresh.

Download Info-Tech IT Dashboard Workbook

Phase 4

Build and Deliver Your Dashboards

This phase will walk you through the following:

• Designing your dashboards
• Updating your dashboards
• Crafting your story
• Delivering your dashboards

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Using your dashboard to tell your story with visuals

Now that you have linked metrics to the needs of your audience and you understand how to get your data, it is time to start building your dashboards.

Using visual language

• Shortens meetings by 24%
• Increases the ability to reach consensus by 21%
• Strengthens persuasiveness by 43%

— Source: American Management Association

Phase 4 guides you through using the Info-Tech IT Dashboard visuals for your audience’s needs and your story.

Step 4.1

Design Your Dashboard

Activities:
4.1.1 Plan and validate dashboard metrics, data, level of effort and visuals.

• Note, the Info-Tech IT Dashboards are organized by CIO priorities – Risk, Financials, Talent, and Strategic Initiatives – and address the needs of the CXO audience. The IT Dashboard Workbook is pre-populated with this information.
• If this meets your audience’s needs, you do not have to edit this content and can instead use the pre-populated information. You may wish to review the information to ensure it is still valid for your audience.

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Outcomes of this step:

• Identified and validated metrics, data, and visuals for your IT dashboards.

Use clear visuals that avoid distracting the audience

Which visual is better to present?

Sample A:

Sample B:

Select the appropriate visuals

Identify the purpose of the visualization. Determine which of the four categories below aligns with the story and choose the appropriate visual to display the data.

Relationship

Scatterplots

• Used to show relationships between two variables.
• Can be difficult to interpret for audiences that are not familiar with them.

Distribution

Histogram

• Use a histogram to show spread of a given numeric variable.
• Can be used to organize groups of data points.
• Requires continuous data.
• Can make comparisons difficult.

Scatterplot

• Can show correlation between variables.
• Show each data plot, making it easier to compare.

Composition

Pie chart

• Use pie charts to show different categories.
• Avoid pie charts with numerous slices.
• Provide numbers alongside slices, as it can be difficult to compare slices based on size alone.

Table

• Use tables when there are a large number of categories.
• Presents information in a simple way.

Comparison

Bar graph

• Use to compare categories.
• Easy to understand, familiar format.

Line chart

• Use to show trends or changes over time.
• Clear and easy to analyze.

(Calzon)

Examples of data visualization

To compare categories, use a bar chart:

Conclusion: Visualizing the spend in various areas helps prioritize.

To show trends, use a line graph:

Conclusion: Overlaying a trend line on revenue per employee helps justify headcount costs.

To show simple results, text is sometimes more clear:

Conclusion: Text with meaningful graphics conveys messages quickly.

To display relative percentages of values, use a pie chart:

Conclusion: Displaying proportions in a pie chart gives an at-a-glance understanding of the amount any area uses.

Choose effective colors and design

Select colors that will enhance the story

• Use color strategically to help draw the audience’s attention and highlight key information.
• Choose two to three colors to use consistently throughout the dashboard, as too many colors will be distracting to the audience.
• Use colors that connect with the audience (e.g., organization or department colors).
• Don’t use colors that are too similar in shade or brightness level, as those with colorblindness might have difficulty discerning them.

Keep the design simple and clear

• Leave white space to separate sections and keep the dashboard simple.
• Don’t measure everything; show just enough to address the audience’s needs.
• Use blank space between data points to provide natural contrast (e.g., leaving space between each bar on a bar graph). Don’t rely on contrast between colors to separate data (Miller).
• Label each data point directly instead of using a separate key, so anyone who has difficulty discerning color can still interpret the data (Miller).

Example

Checklist to build compelling visuals in your presentation

Leverage this checklist to ensure you are creating the perfect visuals and graphs for your presentation.

Checklist:

• Do the visuals grab the audience’s attention?
• Will the visuals mislead the audience/confuse them?
• Do the visuals facilitate data comparison or highlight trends and differences in a more effective manner than words?
• Do the visuals present information simply, cleanly, and accurately?
• Do the visuals illustrate messages and themes from the accompanying text?

4.1.1 Plan and validate your dashboard visuals

1 hour

Click the links below to download the Info-Tech IT Dashboards and the IT Dashboard Workbook. Open the IT Dashboard Workbook and select Tab 5. For each dashboard, represented by its own table, open the corresponding Info-Tech IT Dashboard as reference.

Download Info-Tech IT Dashboards

Download Info-Tech IT Dashboard Workbook

Step 4.2

Update Your Dashboards

Activities:
4.2.1 Update the visuals on the Info-Tech IT Dashboards with data and visuals identified in the IT Dashboard Workbook.

• Note, the Info-Tech IT Dashboards are organized by CIO priorities – Risk, Financials, Talent, and Strategic Initiatives – and address the needs of the CXO audience. The IT Dashboard Workbook is pre-populated with this information.
• If this meets your audience’s needs, you do not have to edit this content and can instead use the pre-populated information. You may wish to review the information to ensure it is still valid for your audience.

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Outcomes of this step:

• Dashboards updated with your visuals, metrics, and data identified in the IT Dashboard Workbook.

4.2.1 Update visuals with your own data

2 hours

1. Get the data that you identified in Tab 4 and Tab 5 of the IT Dashboard Workbook.
2. Click the link below to go to the Info-Tech IT Dashboards and follow the instructions to update the visuals.

Do not worry about the Key Insights or Calls to Action; you will create this in the next step when you plan your story.

Download Info-Tech IT Dashboards

Step 4.3

Craft Your Story and Deliver Your Dashboards

Activities:
4.3.1 Craft Your Story
4.3.2 Finalize Your Dashboards
4.3.3 Practice Delivering Your Story With Your Dashboards

• Note, the Info-Tech IT Dashboards are organized by CIO priorities – Risk, Financials, Talent, and Strategic Initiatives – and address the needs of the CXO audience. The IT Dashboard Workbook is pre-populated with this information.
• If this meets your audience’s needs, you do not have to edit this content and can instead use the pre-populated information. You may wish to review the information to ensure it is still valid for your audience.

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Outcomes of this step:

• Documented situations, key insights, and calls to action for each dashboard/visual.
• A story to tell for each dashboard.
• Understanding of how to practice delivering the dashboards using stories.

Stories are more easily understood and more likely to drive decisions

IT dashboards are valuable tools to provide insights that drive decision making.

• Monitor: Track and report on strategic areas IT supports.
• Provide insights: sPresent important data and information to audiences in a clear and efficient way.

“Data storytelling is a universal language that everyone can understand – from people in STEM to arts and psychology.” — Peter Jackson, Chief Data and Analytics Officer at Exasol

Storytelling provides context, helping the audience understand and connect with data and metrics.

• 93% of respondents (business leaders and data professionals) agreed that decisions made as a result of successful data storytelling have the potential to help increase revenue.
• 92% of respondents agreed that data storytelling was critical to communicate insights effectively.
• 87% percent of respondents agreed that leadership teams would make more data-driven decisions if insights gathered from data were presented more simply.

— Exasol

For more visual guidance, download the IT Dashboard Guide

Include all the following pieces in your message for an effective communication

Info-Tech Insight

Time is a non-renewable resource. The message crafted must be considered a value-adding communication to your audience.

Enable good communication with these components

Be Consistent

• The core message must be consistent regardless of audience, channel, or medium.
• Test your communication with your team or colleagues to obtain feedback before delivering to a broader audience.
• A lack of consistency can be interpreted as an attempt at deception. This can hurt credibility and trust.

Be Clear

• Say what you mean and mean what you say.
• Choice of language is important: “Do you think this is a good idea? I think we could really benefit from your insights and experience here.” Or do you mean: “I think we should do this. I need you to do this to make it happen.”
• Avoid jargon.

Be Relevant

• Talk about what matters to the audience.
• Tailor the details of the message to the audience’s specific concerns.
• IT thinks in processes but wider audiences focus mostly on results; talk in terms of results.
• IT wants to be understood, but this does not matter to stakeholders. Think: “What’s in it for them?”
• Communicate truthfully; do not make false promises or hide bad news.

Be Concise

• Keep communication short and to the point so key messages are not lost in the noise.
• There is a risk of diluting your key message if you include too many other details.
• If you provide more information than necessary, the clarity and consistency of the message can be lost.

Draft the core messages to communicate

1. Hook your audience: Use a compelling introduction that ensures your target audience cares about the message. Start with a story or metaphor and then support with the data on your dashboard. Avoid rushing in with data first.
2. Demonstrate you can help: Let the audience know that based on the unique problem, you can help. There is value in engaging and working with you further.
3. Write for the ear: Use concise and clear sentences, avoid technological language, and when you read it aloud ensure it sounds like how you would normally speak.
4. Interpret visuals for your audience: Do not assume they will reach the same conclusions as you. For example, walk them through what a chart shows even if the axes are labeled, tell them what a trend line indicates or what the comparison between two data points means.
5. Identify a couple of key insights: Think about one or two key takeaways you want your audience to leave with.
6. Finish with a call to action: Your concluding statement should not be a thank-you but a call to action that ignites how your audience will behave after the communication. Dashboards exist to drive decisions, so if you have no call to action, you should ask if you need to include the visual.

4.3.1 Craft Your Story

1 hour

Click the link below to download the IT Dashboard Workbook and open the file. Select Tab 6. The workbook contains grey text that reflects a sample story about the Info-Tech IT Dashboards. You may want to keep the sample text as reference, then remove after you have entered your information.

Download Info-Tech IT Dashboard Workbook

4.3.2 Finalize Your Dashboards

30 minutes

1. Take the Key Insights and Calls to Action that you documented in Tab 6 of the IT Dashboard Workbook and place them in their corresponding dashboard.
2. Add any text to your dashboard as necessary but only if the visual requires more information. You can add explanations more effectively during the presentation.

Tip: Aim to be brief and concise with any text. Dashboards simplify information and too much text can clutter the visuals and obscure the message.

Download Info-Tech IT Dashboard Workbook

4.3.3 Practice Delivering Your Story With Your Dashboards

1 hour

Ideally you can present your dashboard to your audience so that you are available to clarify questions and add a layer of interpretation that would crowd out boards if added as text.

1. To prepare to tell your story, consult the Situation, Key Insights, and Call to Action sections that you documented for each dashboard in Tab 6 of the Info-Tech IT Dashboard Workbook.
2. Practice your messages as you walk through your dashboards. The next two slides provide delivery guidance.
3. Once you deliver your dashboards, update Tab 6 with audience feedback. Often dashboards are iterative and when your audience sees them, they are usually inspired to think about what else they would like to see. This is good and shows your audience is engaged!

Don’t overwhelm your audience with information and data. You spent time to craft your dashboards so that they are clear and concise, so spend time practicing delivering a message that matches your clear, concise dashboards

Download Info-Tech IT Dashboard Workbook

Hone presentation skills before meeting with key stakeholders

Using voice and body

Think about the message you are trying to convey and how your body can support that delivery. Hands, stance, and frame all have an impact on what might be conveyed.

If you want your audience to lean in and be eager about your next point, consider using a pause or softer voice and volume.

Be professional and confident

State the main points of your dashboard confidently. While this should be obvious, it needs to be stated explicitly. Your audience should be able to clearly see that you believe the points you are stating.

Present in a way that is genuine to you and your voice. Whether you have an energetic personality or a calm and composed personality, the presentation should be authentic to you.

Connect with your audience

Look each member of the audience in the eye at least once during your presentation or if you are presenting remotely, look into the camera. Avoid looking at the ceiling, the back wall, or the floor. Your audience should feel engaged – this is essential to keeping their attention.

Avoid reading the text from your dashboard, and instead paraphrase it while maintaining eye/camera contact.

Info-Tech Insight

You are responsible for the response of your audience. If they aren’t engaged, it is on you as the communicator.

Communication Delivery Checklist

• Have you practiced delivering the communication to team members or coaches?
• Have you practiced delivering the communication to someone with little to no technology background?
• Are you making yourself open to feedback and improvement opportunities?
• If the communication is derailed from your plan, are you prepared to handle that change?
• Can you deliver the communication without reading your notes word for word?
• Have you adapted your voice throughout the communication to highlight specific components you want the audience to focus on?
• Are you presenting in a way that is genuine to you and your personality?
• Can you communicate the message within the time allotted?
• Are you moving in an appropriate manner based on your communication (e.g., toward the screen, across the stage, hand gestures)
• Do you have room for feedback on the dashboards? Solicit feedback with your audience after the meeting and record it in Tab 6 of the IT Dashboard Workbook.

Phase 5

Plan, record, and action your metrics

This phase will walk you through the following:

• Planning to track your metrics
• Recording your metrics
• Actioning your metrics

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Actioning your metrics to drive results

To deliver real value from your dashboards, you need to do something with the results.

Don’t fail on execution! The whole reason you labor to create inviting visuals and meaningful metrics is to action those metrics. The metrics results inform your entire story! It’s important to plan and do, but everything is lost if you fail to check and act.

70%: of survey respondents say that managers do not get insights from performance metrics to improve strategic decision making.
60%: of survey respondents say that operational teams do not get insights to improve operation decision making.

(Bernard Marr)

“Metrics aren’t a passive measure of progress but an active part of an organization’s everyday management….Applying the “plan–do–check–act” feedback loop…helps teams learn from their mistakes and identify good ideas that can be applied elsewhere”

(McKinsey)

Step 5.1

Plan How to Record Metrics

Activities:
5.1.1 For each dashboard, add a baseline and target to existing metrics and KPIs.

• Note, the Info-Tech IT Dashboards are organized by CIO priorities – Risk, Financials, Talent, and Strategic Initiatives – and address the needs of the CXO audience. The IT Dashboard Workbook is pre-populated with this information.
• If this meets your audience’s needs, you do not have to edit this content and can instead use the pre-populated information. You may wish to review the information to ensure it is still valid for your audience.

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Outcomes of this step:

• Baselines and targets identified and recorded for each metric.

5.1.1 Identify Baselines and Targets

1 hour

To action your metrics, you must first establish what your baselines and targets are so that you can determine if you are on track.

To establish baselines:
If you do not have a baseline. Run your metric to establish one.

To establish targets:

• Use historical data and trends of performance.
• If you do not have historical data, establish an initial target based on stakeholder-identified requirements and expectations.
• You can also run the metrics report over a defined period of time and use the baseline level of achievement to establish an initial target.
• The target may not always be a number – it could be a trend. The initial target may be changed after review with stakeholders.

Actions for Success:
How will you ensure you can get this metric? For example, if you would like to measure delivered value, to make sure the metric is measurable, you will need to ensure that measures of success are documented for an imitative and then measured once complete.

• If you need help with Action plans, the IT Metrics Library includes action plans for all of its metrics that may help

Download Info-Tech IT Dashboard Workbook

Step 5.2

Record and Action Metrics

Activities:
5.2.1 Record and Action Results

• Note, the Info-Tech IT Dashboards are organized by CIO priorities – Risk, Financials, Talent, and Strategic Initiatives – and address the needs of the CXO audience. The IT Dashboard Workbook is pre-populated with this information.
• If this meets your audience’s needs, you do not have to edit this content and can instead use the pre-populated information. You may wish to review the information to ensure it is still valid for your audience.

This phase involves the following participants:

• Senior IT leadership
• Dashboard SMEs

Outcomes of this step:

• Understanding of what and where to record metrics once run.

5.2.1 Record and Action Results

1 hour

After analyzing your results, use this information to update your dashboards. Revisit Tab 6 of the IT Dashboard Workbook to update your story. Remember to record any audience feedback about the dashboards in the Audience Feedback section.

Action your measures as well as your metrics

What should be measured can change over time as your organization matures and the business environment changes. Understanding what creates business value for your organization is critical. If metrics need to be changed, record metrics actions under Identified Actions on Tab 7. A metric will need to be addressed in one of the following ways:

• Added: A new metric is required or an existing metric needs large-scale changes (example: calculation method or scope).
• Changed: A minor change is required to the presentation format or data. Note: a major change in a metric would be performed through the Add option.
• Removed: The metric is no longer required, and it needs to be removed from reporting and data gathering. A final report date for that metric should be determined.
• Maintained: The metric is still useful and no changes are required to the metric, its measurement, or how it’s reported.

Don’t be discouraged if you need to update your metrics a few times before you get it right. It can take some trial and error to find the measures that best indicate the health of what you are measuring.

Download Info-Tech IT Dashboard Workbook

Tips for actioning results

Sometimes actioning your metrics results requires more analysis

If a metric deviates from your target, you may need to analyze how to correct the issue then run the metric again to see if the results have improved.

Identify Root Cause
Root Cause Analysis can include problem exploration techniques like The 5 Whys, fishbone diagrams, or affinity mapping.

Select a Solution
Once you have identified a possible root cause, use the same technique to brainstorm and select a solution then re-run your metrics.

Consider Tension Metrics
Consider tension metrics when selecting a solution. Will improving one area affect another? A car can go faster but it will consume more fuel – a project can be delivered faster but it may affect the quality.

Summary of Accomplishment

Problem Solved

1. Using this blueprint and the IT Dashboard Workbook, you validated and customized the dashboards for your audience and organization, which reduced or eliminated time spent searching for and organizing your own visuals.
2. You documented your dashboards’ story so you are ready to present them to your audience.
3. You assessed the data for your dashboards and you built a metrics action-tracking plan to maintain your dashboards’ metrics.

If you would like additional support, have our analysts guide you through an Info-Tech workshop or Guided Implementation.

Contact your account representative for more information.
workshops@infotech.com
1-888-670-8889

Additional Support

If you would like additional support, have our analysts guide you through other phases as part of an Info-Tech Workshop.

To accelerate this project, engage your IT team in an Info-Tech workshop with an Info-Tech analyst team.

Info-Tech analysts will join you and your team at your location or welcome you to Info-Tech’s historic Toronto office to participate in an innovative onsite workshop.

Contact your account representative for more information.

workshops@infotech.com
1-888-670-8889

The following are sample activities that will be conducted by Info-Tech analysts with your team:

Review the Info-Tech IT Dashboards
Determine how you can use the Info-Tech IT Dashboards in your organization and the anticipated level of customization.

Plan your dashboards
Complete the IT Dashboard Workbook to help plan your dashboards using Info-Tech’s IT Dashboards.

Research Contributors and Experts

John Corrado
Head of IT
X4 Pharmaceuticals

As head of IT, John is charged with the creation of strategic IT initiatives that align with X4s vision, mission, culture, and long-term goals and is responsible for the organization’s systems, security, and infrastructure. He works closely developing partnerships with X4tizens across the organization to deliver value through innovative programs and services.

Grant Frost
Chief Information & Security Officer
Niagara Catholic School Board

Grant Frost is an experienced executive, information technologist and security strategist with extensive experience in both the public and private sector. Grant is known for, and has extensive experience in, IT transformation and the ability to increase capability while decreasing cost in IT services.

Nick Scozzaro
CEO and Co-Founder of MobiStream and ShadowHQ
ShadowHQ

Nick got his start in software development and mobility working at BlackBerry where he developed a deep understanding of the technology landscape and of what is involved in both modernizing legacy systems and integrating new ones. Working with experts across multiple industries, he innovated, learned, strategized, and ultimately helped push the boundaries of what was possible.

Joseph Sanders
Managing Director of Technology/Cyber Security Services
Kentucky Housing Corporation

In his current role Joe oversees all IT Operations/Applications Services that are used to provide services and support to the citizens of Kentucky. Joe has 30+ years of leadership experience and has held several executive roles in the public and private sector. He has been a keynote speaker for various companies including HP, IBM, and Oracle.

Jochen Sievert
Director Performance Excellence & IT
Zeon Chemicals

Jochen moved to the USA from Duesseldorf, Germany in 2010 to join Zeon Chemicals as their IT Manager. Prior to Zeon, Jochen has held various technical positions at Novell, Microsoft, IBM, and Metro Management Systems.

Info-Tech Contributors

Ibrahim Abdel-Kader, Research Analyst
Donna Bales, Principal Research Director
Shashi Bellamkonda, Principal Research Director
John Burwash, Executive Counselor
Tony Denford, Research Lead
Jody Gunderman, Senior Executive Advisor
Tom Hawley, Managing Partner
Mike Higginbotham, Executive Counselor
Valence Howden, Principal Research Director
Dave Kish, Practice Lead
Carlene McCubbin, Practice Lead
Jennifer Perrier, Principal Research Director
Gary Rietz, Executive Counselor
Steve Schmidt, Senior Managing Partner
Aaron Shum, Vice President, Security & Privacy
Ian Tyler-Clarke, Executive Counselor

Plus, an additional four contributors who wish to remain anonymous.

Related Info-Tech Research

Bibliography

“10 Signs You Are Sitting on a Pile of Data Debt.” Experian, n.d. Web.

“From the What to the Why: How Data Storytelling Is Key to Success.” Exasol, 2021. Web.

Bonsignore, Marian. “Using Visual Language to Create the Case for Change.” Amarican Management Association. Accessed 19 Apr. 2023.

Calzon, Bernardita. “Top 25 Dashboard Design Principles, Best Practices & How To’s.” Datapine, 5 Apr. 2023.

“Data Literacy.” Tableau, n.d. Accessed 3 May 2023.

“KPIs Don’t Improve Decision-Making In Most Organizations.” LinkedIn, n.d. Accessed 2 May 2023.

Miller, Amanda. “A Comprehensive Guide to Accessible Data Visualization.” Betterment, 2020. Accessed May 2022.

“Performance Management: Why Keeping Score Is so Important, and so Hard.” McKinsey. Accessed 2 May 2023.

Vogel, Douglas, et al. Persuasion and the Role of Visual Presentation Support: The UM/3M Study. Management Information Systems Research Center School of Management University of Minnesota, 1986.

Watson, Morag W., et al. ”IT’s Changing Mandate in an Age of Disruption.” The Economist Intelligence Unit Limited, 2021.