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Visualization: Running a Business with Dashboards and Scorecards
1. Visualization
Running a business with
Dashboards and
Scorecards
Presented by:
Jeffrey A. Shaffer, MBA, PMP, CMQ/OE
Vice President, Unifund
2. Visualization
Running a business with Dashboards and Scorecards
1 Introduction
2 How we use Business Intelligence
3 Visualization and Presentation
4 Unifund Dashboard & Scorecard
4. Business Intelligence
Transforms beyond the data
Data
Information
Knowledge
Plans that
guide the
organization
or SBU
5. Business Intelligence at Unifund
• Gives us the ability to make better decisions
and make them faster
• More control to end user and management
for reporting and slicing and dicing of data
• Used to be competitive advantage in our
industry – is becoming more common
• Those companies not using it will
likely not survive
6. Business Intelligence at Unifund
Internal Reporting:
• Query and Analysis
– Ad-hoc reporting
– Analysis Tools
– Slicing and Dicing
• Reporting & Performance Management
– Dashboards
– Scorecards
• Plan, Budget and Forecast
– Forecast vs. Actual
7. Business Intelligence at Unifund
External Reporting:
• Performance Management
– Scorecards
• Inventory Management
• Forecast vs. Actual
– Exception Based Reporting
• Unifund Auto-Liaison Reports
– Auto generated
– Weekly email burst to Attorney Network
– Based on Performance Standards
8. Business Intelligence at Unifund
BI Platform:
• SQL Database
• Data Warehouse and Data Marts
• Excel 2007
• Cognos
• Microsoft Reporting Services
25. Percentage of Chart which
Looks like PacMan
15%
Looks Like PacMan
Does Not Look Like PacMan
85%
26.
27.
28. Visualization and Data Presentation
Poor Choices:
• Wrong Message or No Message at all
• Cluttered Dashboard
– Too Much Information
– Crammed on One Page
– Horizontal Scroll
• Over use of Graphs
• Gauges
• Flashing Cells
• Bad Color Choices
29.
30. Unifund
Portfolio
Enhancement
Unlock Hidden Value
Joel Rosenthal
Manager, Acquisitions & Portfolio Management
(513) 246-6124
Joel.Rosenthal@unifund.com This material is proprietary to Unifund Group Debt Investors, LLC (Unifund). It may not
be replicated or transmitted in whole or part without express consent of Unifund.
33. Visualization and Data Presentation
Best Practices:
• Experts on Visualization
– Edward Tufte
Reading Suggestions:
• The Visual Display of Quantitative Information
• Envisioning Information
– Jacques Bertin
• Semiology of Graphics
– Michael Friendly
– Charles Joseph Minard
40. Visualization and Data Presentation
Sparklines:
• Small, high-resolution graphics embedded in a
context of words, numbers, images. Sparklines
are data-intense, design-simple, word-sized
graphics.
41. Visualization and Data Presentation
Trellis Charts (Small Multiples):
• "Illustrations of postage-stamp size are indexed
by category or a label, sequenced over time
like the frames of a movie, or ordered by a
quantitative variable not used in the single
image itself."
42. Visualization and Data Presentation
Best Practices:
• Who is the user? Know your audience.
• What are the business questions that need
answered? Get input.
• What are the correct measurements?
• Solid Foundation – the Data
• Create SOP for presentation
– Formats
– Color Scheme
– Charts and Graphs
43.
44.
45.
46. Visualization and Data Presentation
Unifund Practices:
What meaning does color bring to the dashboard?
• Color Schemes
– Data Presentation (lots of blue) Title or Heading
– Stop-light Colors
• Green is Good
• Yellow is Caution
• Red is Bad
• Avoid them otherwise
– Use Neutral Colors
– Earth tones are calming
• Edward Tufte recommends for adding gentle color
51. Visualization and Data Presentation
Unifund Practices:
• Data Bars (Excel 2007)
– Quickly see Actual vs. Projection
– Easily display % and $
– Similar to Sparklines
• Marimekko Chart
– Stacked Bar Chart
– Multi-Dimensional Data
– Variation Using Cylinders
• Combine with stop-light colors
• Inventory Management
52. Visualization and Data Presentation
Unifund Practices:
• Mapping
– Location can relate disparate data
– A Map is worth a thousand cells
– Easy to see problem areas
– By State
– By County/Jurisdiction
– Even by Address
54. Visualization and Data Presentation
Unifund Practices:
• Mapping Tools
– Integrated Maps in BI platforms
– Microsoft MapPoint
– Excel Add-In with Templates
• Mapland
– KML file with Google Earth
• www.BatchGeo.com
– GeoCode Addresses
– Create KML file
– Load into Google Earth
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57. Visualization and Data Presentation
Additional Materials:
• FlowingData.com
• NoteandPoint.com
• EdwardTufte.com
• JuiceAnalytics.com/writing/
– Blog
– Dashboard Design white paper
Included in Handouts
• TED.com – Hans Rosling
• TechnicallyFunny.com
