Transcript: Master Design Book Why use this system? Configurator Thank You! System Overview Concept What is the KPI Dashboard Generator? Where can it be used? How do I setup my own instance? Why is it beneficial to my systems? History Creating Dashboards KPI Dashboard Generator Sample KPI Dashboard Chart Create module for each dashboard Make sure source path is an argument to macro Format the data how you see fit System Overview and Setup Description, usage, implementation Overview Dashboard Configurator Add line for each dashboard item Coordinate with source data Three part system Master Design Book Create worksheet with the same name as the Dashboard Item Place sample data in worksheet Create charts and format data how you see fit Remove sample data Master Macros File Benefits and Value Added Result Master Macros 62 ECG bpm
Transcript: Wong Li Ong 22791 BIS Agilent Technologies LDA SIP Presentation SIP Presentation Wong Li Ong BIS 22791 Introduction Project Titles Project Some of the projects I have done ATP Report (Automation) Dashboard Automation System ATP Report Automation Auto pull data from SAP Auto Send email to specific recipient CRDD Pre-Alert Report CRDD Pre-Alert Report Auto pull data from SAP CRDD Tools CRDD Tool Automated converting of Excel Charts to PowerPoint Dashboard Automation System Help users to create the dashboard My SIP My Project Dashboard Automation System Problem Statement THE PROBLEM Don't have visualization platform Time-consuming Difficulties in root cause analysis Objectives Objectives Data Visualization Acts an performance and metrics tracker (KPI) To track the trend and plan for forecast Example of Dashboard in Excel Methodology Waterfall Model Requirements Gathering Step 1: Requirements Gathering Discuss with my buddy about the necessary requirements of a dashboard Self-learning to explore the function of a dashboard that used for analysis purpose Design Automation template Step 2: Design of Automation Template This automation template enable users to create dashboard based on their data sources Automation Template Implementation #1 #2 #3 Step 3: Implementation Working File Pulling data from SAP Dashboard Automation System Phases Phases of this System Phase 1 Phase 1: Data Source Pull data from SAP(Automation) Matching data from different files Raw Data ready for creating dashboard Data from SAP Data match from different file Phase 2 Phase 2: Dashboad Designing Enable users to create 2 dashboard Enable users to choose number of charts and chart type Enable users to preview the chart type Insert Slicer for data filtering Dashboard Created Enable users to write the comment at the textbox provided Few buttons with function provided at the dashboard Automation Template Dashboard Page User Guidlines User Guidelines Step 1: Open workbook with data sources Step 2: Select number of charts Step 3: Select data fields & chart type Step 4: Select Slicer(Optional) Step 5: Press "Create dashboard" button Automation Template Dashboard Workbook Demo Demo Conclusion & Recommendation Conclusion & Recommendation Conlusion Conclusion What I have learnt? Improve my programming skills Supply Chain knowledge such as on time delivery and SAP function Data Analysis skills Impact of this System Improve the data visualization process Automated some process to minize the manual jobs & avoid human error enable users to track the KPI and historical performance Before VS After 10 minutes VS 30 seconds Non-standardized steps VS Standardized steps Not flexible VS Flexible Recommendation Recommendation Able to create combochart Able to refresh data with one click Working file automation Phase 3 (Big Data Connection) Interactive & Predictive Analysis Q & A
Transcript: huddle Mrs. Rossi huddle to crowd together crowd huddle separate
Transcript: Q1: Retirement Hot Topics objectives Phase III marketing opportunities X Top tier 50% Key trades 4 Tweets audiences measurables Phase II What are the key takeaways? What is the purpose of this media initiative? What are the results? key messages How will we measure success? When does the initiative begin? How does this news align with the marketing strategy? results Phase I Who is the intended audience(s)? PR Checklist
Transcript: What are your next steps? Train your agents by Sept 25,2014 Obtain System Outage Call-back forms Send confirmation of training to: Natalie Daly What’s next from Corporate Communications? Communication to come from Kim Sutch to all agents. System Outage Process (Sales & Service) *Delete the original form from the Inbox which is now in black: Continued on next slide KPI Dashboard Existing Client Result Expected Online Client Services Bernie Group to assess DGIG situation with understanding of IT systems More detailed analysis of areas where tangible advancements could be made System Outage Process (Sales & Service) System Outage Process (Sales & Service) System Outage Lotus notes The client can process the following transactions online : Online Client Services System Outage Process (Sales & Service) System Outage Process (Sales & Service) Online Client Services The client can process the following transactions online : Inbound call from client System Outage Callback Form – Lotus Notes KPI - Dashboard System Outage Process (Sales & Service) If HIGH PRIORITY Client’s request must be processed within 24 hours or the client requests a callback from us. System Outage Process (Sales & Service) Call back Agent Key Topics for discussion System Outage Process (Sales & Service) System Outage Callback Form – Lotus Notes Sales and Service Complete the System Outage Callback Form on Lotus Notes. Location: DGI home- Common-Forms Lotus Notes-Sales-All-System Outage Sales-System Outage Callback Form If Lotus Notes is unavailable, complete the paper copy of the form (see your SM for instructions). Partnership opportunity with Bernie Group System Outage Process (Sales & Service) Online Client Services Next steps System Outage Callback Form – Lotus Notes If low priority If low priority A design concept that will result in concrete tools and tangible evolution of our performance management approach If the internet is unavailable or the client is not interested in Online Client Services or the client’s request is for something else, determine the priority. System Outage Process (Sales & Service) System Outage Process (Sales & Service) If the internet is unavailable or the client is not interested in Online Client Services or the client’s request is for something else, determine the priority. System Outage Process (Sales & Service) Mr. (client), I apologize, our systems are currently unavailable, however let me assist. What were you hoping to do today? System Outage Callback Form – Lotus Notes System Outage Process (Sales & Service) To identify opportunities for DGIG to accelerate improvement in our KPI reporting and dashboards. The scope is both in terms of evaluating content and delivery of information. Process the automobile quote using the internet quoter online with the client and explain this is an initial estimate only. Advise the client that once the system is functioning, the quote will be reviewed. If the internet is unavailable, go to the next step below. Client’s request can be processed at later date. Advise client to call us back the following business day. Tools for your Agents System Outage Callback Form – Lotus Notes Continued from previous slide System Outage Process (Sales & Service) Continued on next slide System Outage Process (Sales & Service) Existing Client System Outage Process (Sales & Service) System Outage Process (Sales & Service) If the internet is unavailable or the client is not interested in Online Client Services or the client’s request is for something else, determine the priority. Inbound call from client Internet quote (Auto) Call back Agent System Outage Process (Sales & Service) System Outage Process (Sales & Service) Inbound call from client System Outage - Process Objective System Outage Callback Form – Lotus Notes Client’s request can be processed at later date. Advise client to call us back the following business day. Client’s request can be processed at later date. Advise client to call us back the following business day. New client/line of business System Outage Process (Sales & Service) Continued from previous slide If HIGH PRIORITY Client’s request must be processed within 24 hours or the client requests a callback from us. System Outage Lotus notes Bernie Group high level overvieanalysis conducted and proposal of November 2014, as well as brief history of working on projects with clients under similar conditions IT Systems evolution at DGIG (NEXT) and realistic abilities to improve in short term Reflection on DGIG current KPI Dashboards and delivery methods Open questions period New client/line of business Tools for your Agents System Outage Process (Sales & Service) If Lotus Notes is unavailable, complete the paper copy of the form Paper form will be made available Follow up – Who will the dispatcher dispatch to? http://www.roch.edu/dept/et/wheel/wheel.html The client can process the following transactions online : Mr. (client), I apologize, our systems are currently unavailable,
Transcript: SOLUTION COSMETIC WASH LATE INCLUSIONS PROBLEM MPDD REPORTING Tie in KPIs to a process and have them generated automatically Develop KPIs that are impartial, objective and provide clarity on the root cause of a problem Make KPIs dynamic so that they are highlighted when only really required to do so Individual KPIs must be integrated into each other that build up a scorecard One - KPI Dashboard LIGHT PLANNING Inconsistent and ineffective KPIs Measuring for the sake of measuring Not getting to the heart of our processes KPIs do not drill down to the root cause KPI reporting is at times too cumbersome SUMMARY LINE PLANNING EOL DASHBOARD WORK ORDERS OPS PLANNING MANUAL COMPLIANCE One - KPI Scorecard project is underway The objective is to build an intelligent singular KPI reporting scorecard for Operational Planning These KPI's will link processes to each other, highlighting the complete section from end-to-end A traffic light system will be used to identify gaps or hurdles in the process Smart KPIs measuring external deliverables will indicate cost benefit to EK Engineering
Transcript: Month of April 2017 Marketing KPIs Organic Search Organic Search Paid Search Paid Search Social Social Media Text Videos Images Symbols Email Automation Email Automation Present Reports and Market Forecast Market Forecast Q1 Q2 Q3 Q4 Wins to Celebrate Wins A Create a Subtopic B Customize the Cover C Insert Your Content Overview Overview
Transcript: Yearly Report Components If this spreadsheet is needed, it is available This spreadsheet is used to show the same core stats but for positions instead of pages. This will highlight key positions in a page that the presenter may want to bring attention to. This graph doesn’t always have to show depressing numbers and can also show positives when a page dramatically improves in performance due to key positions. Monthly Spreadsheet Part 1 Viewability Dashboard Template Suggestion Yearly Spreadsheet for overall site | Spreadsheet can be used for Individual Pages Overall What can we get from this spreadsheet? The stats shown here are stats we have great influence in. The data presented in this spreadsheet can be pulled from Viewability Diagnostic Metric. Analyzing these data and seeing its year long trend can show us when our site performed at its best, or when our site performed sub par. Because These data are at a lower level, we may need an adviser from a viewability expert to advice us on what is the best course of action. The excel spreadsheets made for this report have two levels in the monthly reports and two levels in the yearly reports The Monthly reports focus on Page specifics (1st chart) and Position specifics (2nd chart). The Yearly reports focus on Overall performance and Page performance over the past 12 months. Which is important in looking at trends for that year. These are the things that I think is Important to note in the higher level monthly and yearly. This will highlight overall site and page performance over the year which is helpful to see when and where things go right and or wrong in the larger scheme. Monthly Spreadsheet Part 2 Kim Brian Fadul At the very top level we can see the most important things. Impressions, In-view rate and MOAT score. We do not cover a lower level at this point for it is not always necessary. MOAT change highlights the change in performance from the previous month. Depending on the severity of the change, a second spreadsheet can be pulled.
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