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1. SharePoint Dashboard
Best Practices:
An Executive’s Guide

2. The Executive Dashboard
An interactive view of the health of your company:
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3. Information to Drive Your Business Forward
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4. Information to Drive Your Business Forward
Gain business insights
Make informed decisions
Manage by objectives and
exceptions
Achieve goals
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5. SharePoint for Executive Dashboards
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6. SharePoint for Executive Dashboards
Works well with existing technology
May be in use already
Power-user capabilities
Process automation and business
intelligence in one platform
Expert assistance readily available
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7. Creating a SharePoint Executive Dashboard
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8. Creating a SharePoint Executive Dashboard
Step 1: Define Your Key
Performance Indicators
 What do you want to achieve?
 What key measures would give you the
insights you need to achieve your
goals?
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9. Creating a SharePoint Executive Dashboard
Step 2: Find the data
 Where is it stored?
 Are you capturing the data you
need?
 If not, redefine your processes to
collect the data.
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10. Creating a SharePoint Executive Dashboard
Step 3: Build the Data Warehouse
 Extract
 Transform
 Load
Often referred to as ETL
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11. Creating a SharePoint Executive Dashboard
Step 4: Make it Visual
 Create initial dashboards internally.
 For more sophisticated dashboards,
partner with someone.
 What to visualize, for example:
•
•
•
•
Number of inquiries
Active prospects
Average sales cycle time
Website visits, demographics of
visitors and bounce rates
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12. Creating a SharePoint Executive Dashboard
Step 5: Get feedback from the team
 SharePoint is not just for top
management.
 Make sure it works for the team.
 If there are issues, make
adjustments.
The more the team uses your SharePoint
executive dashboard, the more your
company will benefit.
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13. SharePoint Dashboard Best Practices
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14. SharePoint Dashboard Best Practices
Avoid information overload -track only what your company
will take action on (KPIs)
Address concerns about bigbrother syndrome – people
may feel they are being
watched and judged
Define data needs clearly and
concisely
Be prepared to see something
you don’t like
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15. A Successful SharePoint Dashboard Implementation Means:
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16. A Successful SharePoint Dashboard Implementation Means:
A Healthy Business that:
 Empowers employees
 Focuses on the big picture,
not fire-fighting
 Spurs growth and
profitability
A Balanced Life can mean
 A good night’s sleep
 Attending more of your
kids’ baseball games
 Visiting friends and
relatives you haven’t seen
in years
 Better golf scores
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17. AllianceTek is a Software Development company where experienced IT consultants
offer business solutions. Whether you’re a chief executive officer, chief technology
officer, business manager, entrepreneur or software vendor, we can help you connect
with your customers, empower your employees, integrate with your vendors, or bring
your vision to life.
Contact us now.
AllianceTek Inc.
112 Moores Road, Suite 200
Malvern, PA 19355
Phone: 484-892-5713
Fax: 484-450-2632
info@alliancetek.com
© 2013 AllianceTek Inc.