This awesome webinar in Jan 2013 had a record attendance and lots of great feedback. While the PPT is posted publicly, to hear the recorded session, please go to BIDAshboardFormula.com and click on FREE Trial (no cc requ). Look forward to your feedback!

1. PART 1: 5 EASY TO IMPLEMENT BI DASHBOARDING STRATEGIES FOR 2013
by: Mico Yuk
Date: January 17th, 2013

2. MICO YUK – GLOBAL SPEAKER, TRAINER, ENTREPRENEUR BRIEF BIO – micoyuk.com
FOUNDER AND BIDF TRAINER
Mico Yuk serves as the Director of Business Development at
Benchmarkers Business Intelligence, a company that she co-
founded to represent the consulting and services side of
EverythingXcelsius.com. A computer engineer by degree, she has
been designing and implementing enterprise dashboards for
major corporate clients since 2006 and is considered to be one of
the top dashboard developers in the world. She has implemented
executive dashboards for SAP BusinessObjects Global Services
clients such as Allstate, Pfizer, Aviva Canada, McKesson, Ryder
Logistics, Digicel Jamaica and Qatar Gas to name a few.
Well known for her candor and thought leadership in the SAP BI
ACCOLADES space, she is trusted by customers around the world. Her current
focus is to revolutionize the BI industry by helping business users
 Rated #13 of 50 Top Analytics Bloggers in World (2012) and their technical staff to understand the ‘New BI’. As a part of
 #1 Rated Global Keynote Speaker this process, Mico and her team teaches large organizations how
 40+ Recommendations on LinkedIn from customers, partners, to adopt and implement the BI Dashboard Formula internally. The
peers and Executives sold out program is taught online, globally as a part of some of the
 SAP Mentor Alumni, SAP BI Influencer biggest BI conferences and has been used by customers around
the world for the last 4 years.
 Blogger: EverythingXcelsius.com, ASUG News
 Advisor: BusinessObejctsExperts.com, ASUG CEO Council
 CBS Webcast Presenter
 Women in Technology Champion & Panelist
 More info visit micoyuk.com
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3. VISIT BIDASHBOARDFORMULA.COM
AGENDA
1 BIDF 2.0 Overview
2 5 Elements to BI Success
3 What we do that other folks don’t…
4 What is Planning.. and why is it important?
5 Scoping – Why does your scope creep and ours does not?
6 Prototyping – What should my dashboard look like?
7 BI Lingo – What should I NOT say?
8 BI Storyboard – What should this look like?
9 Resources – Links to App Courses etc…
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4. BI NO RISK, FREE TRIAL
To access full recording..
BIDashboardFormula.com
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5. OUR AGREEMENT!
SHAMELESS PROMOTION!
1 I deliver awesome FREE content and….
2 You tweet things that excite you using the #BIDF hashtag and copying
@micoyuk!!
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6. WHAT IS THE BI DASHBOARD FORMULA?
What it IS? What it is NOT?
 Proven, simple 7-Step Process that X Focused on Xcelsius software or any
has been tested on 100’s of specific tool
enterprise dashboards worldwide in X Technical troubleshooting training
last 5 years for Xcelsius
 Online live training series (first of its X Typical boring Training Series
kind) X Mico’s typical training as seen in
 Mico’s ‘brainchild’ other areas
 End of butchered enterprise
dashboards!!
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7. BIDF ONLINE COMMUNITY
GREAT BIDF ONLINE COMMUNITY ABOUT & BENEFITS
The BI Dashboard Formula online
community houses over 100
customers globally providing access
to the Module 1-8 course on
demand.
Another huge benefit is the online
forum where students interact,
learn and network with other
students around the world.
This private online community will
continue to grow giving all students
access to our most updated
content.
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8. WHAT STUDENTS HAD TO SAY ABOUT BIDF
We asked our students
“What would you tell someone who is
considering taking the training?”

9. DOWNLOAD FREE PLANNING GUIDE
FREE DOWNLOAD…
Step 1 – Go to http://BIDashboardFormula.com
Step 2 - Wait on ‘annoying’ pop up (seen below)
Step 3 - Enter Your Name & Email securely
Step 4 – Check your and confirm
Step 5 – Check email again and its there!
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10. 5 BI DASHBOARDING STRATEGIES
FIVE KEY ELEMENTS TO BI SUCCESS
BI Lingo
Scope Prototype
BI BI
Plan
Success Storyboard
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11. BIDF VALUE TO ORGANIZATION
WHAT WE DO THAT OTHER’S DON’T!
BI Dashboard Success BIDF Most
Route Student BI Folks
Planning ✔ ✗
Scoping ✔ ✔
Scoping: BI Lingo
✔ ✗
Prototyping ✔ ✔
Prototyping: BI Storyboard
✔ ✗
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12. BIDF FOCUSES ON HIGH USER ADOPTION
BI DASHBOARD FORMULA MODULE 1 - 3 Key Focus
We primarily focus on high user
• PLANNING: Learn how to identify the who, what and when adoption …
before starting any dashboard project to avoid financial pitfalls
Module and scope creep; socialize project That is our first and only KPI to
1 measuring the success of all of
our BI Projects.
• SCOPING: Using our Blueprint template, learn how to - Mico Yuk
document all data requirements up front and gain business
Module approval before developing mock ups to avoid re-work and
gain buy in from the business
2
• PROTOTYPING: Learn how to rapidly develop mock-ups that
meet the business requirements and create a visual library to
Module speed-up future development efforts and give the business a
tool to socialize during the delivery process
3
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13. DASHBOARD PLANNING
WHY IS IT IMPORTANT?
① CYA – Cover Your A$$
② Set expectations with business up
front!
③ Jump start to educate business on
process
④ Start to shape and size scope early
⑤ Financial planning – Time is $$$
⑥ Identify gaps in plan from start
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14. BIDF PLANNING PROCESS
PLANNING PROCESS – IDENTIFY 3 KEY AREAS
Identify the Identify the Identify the
WHO WHAT WHEN
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15. BIDF SCOPING
SCOPING KEY ELEMENTS
 Remove all visual elements
IDENTIFY • First step is to identify your most  Do not focus on data availability
important KPIs/metrics or existing reports
KPI/METRICS  Do not assist the end users with
defining any elements
 Prioritize based on importance
COLLECT • Collect all information required for all  Do not add KPI’s to prototype
KPIs/metrics that have not been properly
INFORMAITON defined
PRIORITIZE • Prioritize the most important KPI’s
• Decide which KPI’s will make it to step #2
FINALIZE based data availability and priority
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16. BAD BI LINGO
CHOOSE YOUR WORDS … CAREFULLY
XCELSIUS
DESIGN
QLIKVIEW
STUDIO
BAD
BUSINESS
WEBI
OBJECTS
TABLEAU
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17. GOOD BI LINGO
CHOOSE YOUR WORDS … CAREFULLY
DASHBOARD
DEEP
INSIGHT
ANALYSIS
GOOD
REPORTING VISUAL
TOOL INSIGHT
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18. BI STORYBOARD
NEXT TIME….
PART 2
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19. WEBINAR REFERENCE LINKS
BI RESOURCES
1 BLOG POST – 5 NEW SKILLS YOUR TEAM CAN’T LIVE WITHOUT
2 Recommended App Developer Course
Register Today at BIDashboardFormula.com

20. CONTACT US
CONTACT INFO
TO CONTACT ME PLEASE VISIT MICOYUK.COM
OR SEND AN EMAIL TO MICOYUK@BIDASHBOARDFORMULA.COM
ALSO VISIT BIDASHBOARDFORMULA.COM FOR MORE DETAILS.
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21. BI NO RISK, FREE TRIAL
To access full recording..
BIDashboardFormula.com
Register at BIDashboardformula.com today!