Risk Monitoring User Group 22 nd April 2009 Manjit Flora Peter Cates
OBJECTIVE Introduce User Group to Dashboards and our project AGENDA Dashboard Primer Demonstration Project Overview Access Workshop
Dashboards, Metrics & KPIs Definitions & Best Practice Peter Cates TAH Consultant
Interacting with Information PCTs Step 1: Wade through reports Step 2: Discover reports with summaries Detailed Data Summarised Data Some Reports Numerous Reports Step 3: Copy data to Excel and summarise further Graphical Data Hand cranked Spreadsheets
Interacting with Information Best Practice Monitor Graphical Data Dashboards Analyse Summarised Data Dashboards & Reports Drill Through Detailed Data Reports TDWI Research, 2008 MAD Framework
Dashboards Key Features Graphical Indicators Visual Alerts Charts & Graphs Guided Analysis
Interacting with Information Monitor Graphical Data Dashboards Analyse Summarised Data Dashboards & Reports Drill Through Detailed Data Reports TDWI Research, 2008 MAD Framework
Detailed Data
Interacting with Information Monitor Graphical Data Dashboards Analyse Summarised Data Dashboards & Reports Drill Through Detailed Data Reports TDWI Research, 2008 MAD Framework
Summarised Data
Interacting with Information Monitor Graphical Data Dashboards Analyse Summarised Data Dashboards & Reports Drill Through Detailed Data Reports TDWI Research, 2008 MAD Framework
Graphical Data
Three Dashboard Types Operational Tactical Strategic
Operational Dashboards Emphasis on frequent monitoring of mission-critical operational process
Tactical Dashboards Emphasis on analysis and tracking over time
Strategic Dashboards Monitor strategic objectives, often using a formal methodology
Three Metric Types Lagging Indicators Leading Indicators Diagnostic Measures
Lagging Indicators Indicators of past performance Generally easy to define
Leading Indicators Indicators of future performance/outcomes Important to discover leading indicators which have the most influence on the lagging indicators Example: Leading Indicator Lagging Indicator Sales visit scheduled for next month > Sales revenue Customer repairs fixed first time > Customer satisfaction
Diagnostic Measures These are measures that are useful but don t fit into the other two categories. Example: Days until contract renewal
Key Performance Indicators (KPIs) The metrics used in dashboards are commonly termed Key Performance Indicators (KPIs) and should meet these characteristics: Aligned Actionable Easy to understand Predictive Few in number Owned Balanced and linked Trigger changes
KPI Characteristics
Interacting with Information User Roles Monitor Graphical Data Managers, Executives Analyse Summarised Data Analysts Drill Through Detailed Data Information Workers TDWI Research, 2008 MAD Framework
References & Further Reading The Data Warehousing Institute (TDWI) Business Intelligence Research and Whitepapers www.tdwi.org Performance Dashboards Measuring, Monitoring and Managing Your Business by Wayne Eckerson (John Wiley & Sons, 2005)
Dashboard Project Process Steps Manjit Flora TAH Project Manager
Dashboard User Group Terms of Reference
User Group Membership About 6 members for optimum group working Members should represent different roles within the PCT organisation Positive and enthusiastic towards change in the way DSD information is used Availability to take part in user group meetings and other online meetings Need to be member of the group till about April 2009 at least
User Group Tasks Champion the dashboard concepts, best practices & pitfalls As a team create a balanced set of KPIs to accurately show and predict contract performance Devise surveys & questions to get feedback of other PCT users Assistance with user acceptance process
Dashboard User Group Members Charles Brown Bury PCT Nick Brook - East Riding PCT Ruwan Wickramasinghe Hertfordshire PCT Kerrie Woods Coventry PCT Helen Simmonds Primary Care Commissioning/DH
Access workshop - Timings & discussion points 5 mins General feedback How would you and your colleagues use the provided dashboard screens? (Refer to screenshots) 25 mins - Access questions/discussion Are people familiar with all the metrics provided in the handout? Are additional metrics being used to monitor and improve access other than these? Should the following metrics appear on the dashboard, and it what form? March 2010/2011 demand New patients to NHS Agree on a screen design (Refer to screenshots) 5-10 mins Access feedback from all groups