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Don Tomoff, MBA, CPA
                 don@invenioadvisorsllc.com
                 LinkedIn Profile | Company
                 Facebook Page
                 @invenioadvisors
                 Download | Bus. Card | Company Overview




iPad – Executive Dashboard
       Development
Why Dashboards?
 Typical Business Challenges
  Disparate processes
  Poor visibility into information and key
   metrics
  Lack of timely, consistent reporting among
   executives monitoring business
  Technology challenge – multiple
   systems/platforms that generate reporting
   information

 2/27/2013      Don Tomoff | iPad – Executive Dashboards   2
Why Dashboards?
  Well designed executive dashboards help you
   monitor business performance and key metrics
  Eliminates the “clutter” from financial reports,
   enabling an executive or management team to
   quickly keep a pulse on the business
  Enables easy report view and standardization of
   management information, simplifying report
   digestion and decision making
  Easy to distribute across multiple platforms –
   iPad is ideal due to interface
 2/27/2013        Don Tomoff | iPad – Executive Dashboards   3
iPad Considerations
      Planning is important!
      Customize dashboard reporting for screen
       size
      Tap-driven navigation
      Bigger fonts and larger objects required
      Less is More – key metrics and data. Resist
       the urge to include everything!


 2/27/2013          Don Tomoff | iPad – Executive Dashboards   4
MS Office For Executive Dashboards?
  Numerous applications exist to simplify creation
   of dashboards – determining which is best for
   your purpose is cumbersome
  Microsoft Office provides great tools for
   developing and reporting beautifully presented
   dashboard information – AND already available
  Techniques needed to create quality dashboard
   are straight forward and relatively easy to use.
   However, they may not be obvious

 2/27/2013        Don Tomoff | iPad – Executive Dashboards   5
MS Office For Executive Dashboards?
      If you are reasonable proficient in using Excel
       and Powerpoint, you can develop a
       sophisticated model fairly quickly
      The opportunities to leverage this capability
       will expand as you work through the process
       – very flexible




 2/27/2013           Don Tomoff | iPad – Executive Dashboards   6
Getting Started – Steps to Success
      Identify project
      Define goals and key metrics
        – Operational reporting, as well as summary reporting
      Build model, review, and refine
      Distribution and user adoption
      Model maintenance and keeping content
       current


 2/27/2013             Don Tomoff | iPad – Executive Dashboards   7
Identify Project
      Determine data to include in dashboard
       reporting?
        – Start simple; create executive “buy-in”
      Identify audience and key users of
       dashboard?
      Identify parties responsible for maintaining
       and refining dashboards going forward



 2/27/2013            Don Tomoff | iPad – Executive Dashboards   8
Define Goals and Key Metrics
      Visualize the project
        – A brain storming session is great for this
      Determine what you want to measure
        – Short-term metrics to monitor business?
        – Longer term metrics for strategic business
          analysis?
      What processes need to be put in place?
        – Information flow to streamline effort
        – This can be a time consuming effort


 2/27/2013             Don Tomoff | iPad – Executive Dashboards   9
Build Model, Review, and Refine
      Dashboards DO require upfront time to
       setup, but, when properly built, require
       little maintenance effort
      Leverage Excel’s advanced capabilities to
       streamline the data and chart updating
      Distribute across mobile platforms with ease



 2/27/2013          Don Tomoff | iPad – Executive Dashboards   10
Build Model, Review, and Refine
      Powerpoint is useful to provide flexibility in
       sizing objects and properly arranging and
       formatting on a page. Objects should be
       linked from Excel and navigation hyperlinks
       included for easy iPad use
      “Publish” to PDF. Make sure that links “stick”
       in final documents
      Review and test process – mistakes can
       happen!
 2/27/2013          Don Tomoff | iPad – Executive Dashboards   11
Dashboard Distribution and User Adoption
  Set up a seamless distribution process – cloud
   file synchronization services are perfect for this
  On mobile platform, user should access files
   directly from the device
        – GoodReader app works well and we highly
          recommend!
  Educate users – accessing reports, navigation
   and annotation capabilities
  User adoption will be greater if it is SIMPLE!
   Importance of ease of use cannot be overstated!

 2/27/2013           Don Tomoff | iPad – Executive Dashboards   12
Case Study – Panera Bread Co.
      Public company – data is largely pulled
       directly from the internet (Yahoo, Google
       Finance, MSN Money). Web queries can be
       used to simplify.
      Key company financial data is accumulated
       and entered into an Excel spreadsheet - pivot
       tables, charts, macros, etc. help simplify
       ongoing maintenance effort


 2/27/2013          Don Tomoff | iPad – Executive Dashboards   13
Case Study – Panera Bread Co.
      Formatting is next - develop objects for
       Dashboard report
        – Take the time to do this right – it will save you
          hours each month on maintaining the effort!
      Sample report images are on following pages.
       Report is comprehensive and updating is easy




 2/27/2013             Don Tomoff | iPad – Executive Dashboards   14
Case Study – PNRA (Report Pages)
                                                            Touch
                                                          navigation
                                                           buttons


                                                            Report date
                                                              updates
                                                           automatically
                                                          based on when
                                                              report is
                                                             generated




 2/27/2013     Don Tomoff | iPad – Executive Dashboards                    15
Case Study – PNRA (Report Pages)
                                                                     Button format
                                                                        changes
                                                                       based on
                                                                     current screen
                                                                        – easy to
                                                                        identify!

                                                            Website links
                                                          open up directly
                                                          in browser – tap
                                                              to access




 2/27/2013     Don Tomoff | iPad – Executive Dashboards                       16
Case Study – PNRA (Report Pages)


                                                          Highlights key SEC
                                                          filings for quick
                                                          access – list
                                                          ALWAYS current


                                                          Links open up
                                                          document directly
                                                          – easy to navigate,
                                                          etc. – see slide 15.




 2/27/2013     Don Tomoff | iPad – Executive Dashboards                    17
Case Study – PNRA (Report Pages)
                                                          Hyperlinked Table of
                                                          Contents – just tap to
                                                          navigate to desired section




 2/27/2013     Don Tomoff | iPad – Executive Dashboards                          18
Case Study – PNRA (Report Pages)
                                                                  Flexible
                                                                  navigation
                                                                  menu – in this
                                                                  case, when
                                                                  “Financials”
                                                                  are selected,
                                                                  the top
                                                                  navigation
                                                                  menu changes.

                                                                   Charts easily
                                                                   accommodated
                                                                   – updating is
                                                                   automatic
                                                                   whenever
                                                                   underlying data
                                                                   changes
                                                          Additional navigation
                                                          buttons provide more
                                                          flexibility
 2/27/2013     Don Tomoff | iPad – Executive Dashboards                      19
Case Study – PNRA (Report Pages)

                                                          Rolling data
                                                          (Table and
                                                          Chart) updates
                                                          automatically
                                                          as underlying
                                                          data changes.




 2/27/2013     Don Tomoff | iPad – Executive Dashboards                20
Case Study – PNRA (Report Pages)




 2/27/2013     Don Tomoff | iPad – Executive Dashboards   21
Case Study – PNRA (Report Pages)


                                                          In this case,
                                                          direct links to
                                                          website data is
                                                          connected to
                                                          Objects.
                                                          Tapping object
                                                          opens up report
                                                          from Panera
                                                          Investor
                                                          Relations
                                                          website.




 2/27/2013     Don Tomoff | iPad – Executive Dashboards             22
Dashboards – Key Considerations
      Design and proper development is key!
       Spend the time up front to do it right.
      Distribution to users (Board, executives,
       management) can be seamless if received on
       the iPad
      Update and Review is essential – mapping
       errors, etc. may occur.



 2/27/2013         Don Tomoff | iPad – Executive Dashboards   23
Dashboards – Key Considerations
      Start with a small project to develop and
       understand process. Executive buy-in will
       lead to bigger wins and fuller understanding
       of potential.
      Payoff for report users is huge – easy to use,
       always available, always current!




 2/27/2013           Don Tomoff | iPad – Executive Dashboards   24
Dashboards – Last Thoughts...
 The example reviewed in this presentation was a public
 company, but there are numerous instances where this
 process is relevant –
      Private company monthly reporting – high level report
       containing summary information, key metrics, charts, etc.
      Peer analysis review – easily compare and analyze other
       companies that operate in your industry. Identify key
       performance metrics and compare to your company.
      Professional services firms – easily monitor your public
       company clients and have updated information always at
       your fingertips!
      Asset Management firms – easily monitor performance of
       key metrics of companies invested in
      The potential is significant….

 2/27/2013              Don Tomoff | iPad – Executive Dashboards   25

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Invenio executive dashboards - considerations

  • 1. Don Tomoff, MBA, CPA don@invenioadvisorsllc.com LinkedIn Profile | Company Facebook Page @invenioadvisors Download | Bus. Card | Company Overview iPad – Executive Dashboard Development
  • 2. Why Dashboards? Typical Business Challenges  Disparate processes  Poor visibility into information and key metrics  Lack of timely, consistent reporting among executives monitoring business  Technology challenge – multiple systems/platforms that generate reporting information 2/27/2013 Don Tomoff | iPad – Executive Dashboards 2
  • 3. Why Dashboards?  Well designed executive dashboards help you monitor business performance and key metrics  Eliminates the “clutter” from financial reports, enabling an executive or management team to quickly keep a pulse on the business  Enables easy report view and standardization of management information, simplifying report digestion and decision making  Easy to distribute across multiple platforms – iPad is ideal due to interface 2/27/2013 Don Tomoff | iPad – Executive Dashboards 3
  • 4. iPad Considerations  Planning is important!  Customize dashboard reporting for screen size  Tap-driven navigation  Bigger fonts and larger objects required  Less is More – key metrics and data. Resist the urge to include everything! 2/27/2013 Don Tomoff | iPad – Executive Dashboards 4
  • 5. MS Office For Executive Dashboards?  Numerous applications exist to simplify creation of dashboards – determining which is best for your purpose is cumbersome  Microsoft Office provides great tools for developing and reporting beautifully presented dashboard information – AND already available  Techniques needed to create quality dashboard are straight forward and relatively easy to use. However, they may not be obvious 2/27/2013 Don Tomoff | iPad – Executive Dashboards 5
  • 6. MS Office For Executive Dashboards?  If you are reasonable proficient in using Excel and Powerpoint, you can develop a sophisticated model fairly quickly  The opportunities to leverage this capability will expand as you work through the process – very flexible 2/27/2013 Don Tomoff | iPad – Executive Dashboards 6
  • 7. Getting Started – Steps to Success  Identify project  Define goals and key metrics – Operational reporting, as well as summary reporting  Build model, review, and refine  Distribution and user adoption  Model maintenance and keeping content current 2/27/2013 Don Tomoff | iPad – Executive Dashboards 7
  • 8. Identify Project  Determine data to include in dashboard reporting? – Start simple; create executive “buy-in”  Identify audience and key users of dashboard?  Identify parties responsible for maintaining and refining dashboards going forward 2/27/2013 Don Tomoff | iPad – Executive Dashboards 8
  • 9. Define Goals and Key Metrics  Visualize the project – A brain storming session is great for this  Determine what you want to measure – Short-term metrics to monitor business? – Longer term metrics for strategic business analysis?  What processes need to be put in place? – Information flow to streamline effort – This can be a time consuming effort 2/27/2013 Don Tomoff | iPad – Executive Dashboards 9
  • 10. Build Model, Review, and Refine  Dashboards DO require upfront time to setup, but, when properly built, require little maintenance effort  Leverage Excel’s advanced capabilities to streamline the data and chart updating  Distribute across mobile platforms with ease 2/27/2013 Don Tomoff | iPad – Executive Dashboards 10
  • 11. Build Model, Review, and Refine  Powerpoint is useful to provide flexibility in sizing objects and properly arranging and formatting on a page. Objects should be linked from Excel and navigation hyperlinks included for easy iPad use  “Publish” to PDF. Make sure that links “stick” in final documents  Review and test process – mistakes can happen! 2/27/2013 Don Tomoff | iPad – Executive Dashboards 11
  • 12. Dashboard Distribution and User Adoption  Set up a seamless distribution process – cloud file synchronization services are perfect for this  On mobile platform, user should access files directly from the device – GoodReader app works well and we highly recommend!  Educate users – accessing reports, navigation and annotation capabilities  User adoption will be greater if it is SIMPLE! Importance of ease of use cannot be overstated! 2/27/2013 Don Tomoff | iPad – Executive Dashboards 12
  • 13. Case Study – Panera Bread Co.  Public company – data is largely pulled directly from the internet (Yahoo, Google Finance, MSN Money). Web queries can be used to simplify.  Key company financial data is accumulated and entered into an Excel spreadsheet - pivot tables, charts, macros, etc. help simplify ongoing maintenance effort 2/27/2013 Don Tomoff | iPad – Executive Dashboards 13
  • 14. Case Study – Panera Bread Co.  Formatting is next - develop objects for Dashboard report – Take the time to do this right – it will save you hours each month on maintaining the effort!  Sample report images are on following pages. Report is comprehensive and updating is easy 2/27/2013 Don Tomoff | iPad – Executive Dashboards 14
  • 15. Case Study – PNRA (Report Pages) Touch navigation buttons Report date updates automatically based on when report is generated 2/27/2013 Don Tomoff | iPad – Executive Dashboards 15
  • 16. Case Study – PNRA (Report Pages) Button format changes based on current screen – easy to identify! Website links open up directly in browser – tap to access 2/27/2013 Don Tomoff | iPad – Executive Dashboards 16
  • 17. Case Study – PNRA (Report Pages) Highlights key SEC filings for quick access – list ALWAYS current Links open up document directly – easy to navigate, etc. – see slide 15. 2/27/2013 Don Tomoff | iPad – Executive Dashboards 17
  • 18. Case Study – PNRA (Report Pages) Hyperlinked Table of Contents – just tap to navigate to desired section 2/27/2013 Don Tomoff | iPad – Executive Dashboards 18
  • 19. Case Study – PNRA (Report Pages) Flexible navigation menu – in this case, when “Financials” are selected, the top navigation menu changes. Charts easily accommodated – updating is automatic whenever underlying data changes Additional navigation buttons provide more flexibility 2/27/2013 Don Tomoff | iPad – Executive Dashboards 19
  • 20. Case Study – PNRA (Report Pages) Rolling data (Table and Chart) updates automatically as underlying data changes. 2/27/2013 Don Tomoff | iPad – Executive Dashboards 20
  • 21. Case Study – PNRA (Report Pages) 2/27/2013 Don Tomoff | iPad – Executive Dashboards 21
  • 22. Case Study – PNRA (Report Pages) In this case, direct links to website data is connected to Objects. Tapping object opens up report from Panera Investor Relations website. 2/27/2013 Don Tomoff | iPad – Executive Dashboards 22
  • 23. Dashboards – Key Considerations  Design and proper development is key! Spend the time up front to do it right.  Distribution to users (Board, executives, management) can be seamless if received on the iPad  Update and Review is essential – mapping errors, etc. may occur. 2/27/2013 Don Tomoff | iPad – Executive Dashboards 23
  • 24. Dashboards – Key Considerations  Start with a small project to develop and understand process. Executive buy-in will lead to bigger wins and fuller understanding of potential.  Payoff for report users is huge – easy to use, always available, always current! 2/27/2013 Don Tomoff | iPad – Executive Dashboards 24
  • 25. Dashboards – Last Thoughts... The example reviewed in this presentation was a public company, but there are numerous instances where this process is relevant –  Private company monthly reporting – high level report containing summary information, key metrics, charts, etc.  Peer analysis review – easily compare and analyze other companies that operate in your industry. Identify key performance metrics and compare to your company.  Professional services firms – easily monitor your public company clients and have updated information always at your fingertips!  Asset Management firms – easily monitor performance of key metrics of companies invested in  The potential is significant…. 2/27/2013 Don Tomoff | iPad – Executive Dashboards 25