Simon Temmerman
Sep 3, 2018 · 1 min read

Hey Karoline!

Thanks for the reply :) I like to structure my workshop around 3 different phases.

For the first step I like to use some sort of affinity diagramming. I ask them to explain their line of business to me. While they do that, I ask to start writing down on post-its based on 3 questions:

  • Who needs dashboards/reports?
  • What are the questions they have? How frequently do they need them answered?
  • What metrics do we need to answer those questions

After the explanation is done I’ll group the post its and try to create some sort of small persona’s while also prioritising the questions.

That will (hopefully) reveal a number of dashboards (based on the number of persona’s) that have to be created to answer some questions. The questions can then be answered by the metrics that were identified.

That’s when I start using the cards.

We also have a KPI portal that we use to make some suggestions. But I like it when they come up with the metrics they want. They are the subject matter experts plus it ensures some kind of buy in from them. I believe that will get them to use the dashboard more often.

Does this help? It’s not a perfect solution. How do you handle these kind of things?

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