Interactive Dashboards

February 2016

Dr Rupert Booth, FIET FRICS FCMA PMP CEngChief Economist

Agenda

• Interactive dashboards: what & why

• Business Intelligence basics

• Case study

• Work done

• Lessons learned

• Choosing a platform

• Other applications:

• Olympics

• Asset/Facilities management

• Smart Cities

• Geographic

• Operational and Analysis Dashboards

• Summary for RICS Members

Definition of Interactive Dashboards

Simple dashboard is adequate for:

• Limited information

• Readers with similar skills and information needs

Typically delivered in an Excel workbook with up to a

dozen sheets

User-interaction adds:

• Navigation

• Drill-down

• Threshold control for exception reporting

• Filter control (e.g. sliders)

• Choice of display formats for naïve or expert users

Excel offers limited interaction but database solution

offers more potential

Potential of Data Visualisation

Use of a database increases potential of visualisation:

• Handles large volumes of data

• Increased productivity

• Gain new insights that were not obvious before

• Common vision – do you see what I see?

• Increased user interaction:

Need for Automation

Hand-crated ‘executive scorecards’ impractical with large data

volumes

Essential to design data flow.

• Data source, usually Line-of-Business systems

• Staging area, for receipt and cleansing of data

• Data warehouse for storage

• Data extraction to answer queries

• Data visualizing for user, often by the user, i.e. self-service

Data flow is typically web-enabled, and independent of the

Systems-of-Record

Initial Scoping

Demand-side: Who are the stakeholders and what

do they want?

• Organisational goals and objectives

• Personal ‘wins’

Supply –side: What data is available?

• Inventory of systems, applications and data

What technical infrastructure is available?

• Communication and storage options

Gap analysis

Initial dashboards

Key performance indicators

First step: Identify & Classify the stakeholders

What are the other ingredients for success?

Dashboard & System Design

Base around ‘Use Cases’ (Story-boards)

• Who are the user groups

• What type of dashboard: Operational, Strategic, Analytical

• Group data logically

• Make data relevant to users

• Avoid data overload – rely on navigation

• Avoid visual clutter

• Consider reporting cycle and decision-making cycle

Case Study: Monitoring the National Porfolio

“Developing a national level Programs/Projects Monitoring Dashboards

on a recent project was a true challenge for Malomatia’s Analytics team,

from standardising the data structure through Service Level Agreement

governed data feeds, to having a User Interface that is intuitive,

interactive and easy to use. Developing a business-oriented dashboard

& story-board, and aligning it with a highly creative User Interface,

allowed us to report very sophisticated project data in fast and user-

friendly ways, catering for the needs of country leaders, agency heads,

project and budget analysts, and project managers“.

Khalil Khalil, Head of Analytics, Malomatia.

Program level screen shot

Project level screen shot

Choosing a Platform: Range of Features (Gartner)

Enable

• Business User Data Mashup & Modelling

• Internal Platform integration

• BI Platform Administration

• Meta-data management

• Cloud Deployment

• Development and Integration

Consume

• Mobile

• Collaboration and Social Integration

• Embedded BI

Produce

• Free-form Interactive Exploration

• Analytics Dashboards and Content

• IT-Developed Reporting and Dashboards

• Traditional styles of analysis

Gartner ‘Magic Quadrant’

Described as Gold Standard by Gartner

Two products, QlikSense & QlikView

Traditional Business Intelligence tools

Beware: Not Big Data

Large volume of data does not equate to ‘big data’

Most dashboards based upon:

• Relational data based management system

• Structured data and Structured Query Language

• Record all past transactions

In contrast, Big Data:

• Typically based on Hadoop

• Not based upon data schemas

• Flexible mapping

• Pass-through data

However this traditional contrast is beginning to blur

Olympic Delivery Dashboard

Facility Management Dashboards

Typical

Typical graphical output:• Inter site

comparisons (left)• Service cost trends

(below)

Typical choice of metrics:http://dashboardspy.com/dashboards-for-facility-managers/

Smart City Engagement http://data.london.gov.uk/

Geographic Applications

Operational Dashboard – Real Estate

http://www.raveis.com/it_dashboard.asp

Analysis Dashboard – Transport Planning

Possibilities for RICS members?

Improve the usability of a construction dashboard

Design a dashboard from scratch

Manage a dashboard implementation

Corporate performance measurement

Web-enabled lifecycle management

The End…