This is a case study about an initiative to deliver the right actionable information to the appropriate stakeholders in the organization to enable data-driven actions. Our field sales employees and sales leadership already had access to standard timely reporting of key sales metrics. However, we wanted to deliver actionable insights to the appropriate levels of the organization in a format that was easy to consume instead of one-off dashboards for each business.
We approached the project from an end-user perspective and took a persona-based approach to determining a baseline of metrics that are relevant for each persona and the most likely consumption model for each group of users. At the same time, we focused on identifying those metrics that truly drive action and decisions in the field and for our leaders. We also leveraged standard features in SAP BusinessObjects BI as much as possible. For example, we used the updated charting features, designed for mobile, and created custom OpenDocument calls. This project resulted in increased adoption of analytics by creating targeted metrics and dashboards that focus on driving action and generating value for the business. It is possible to deliver actionable insights by focusing on user behavior and understanding their motivations to determine key metrics and how they consume and act on data. This can ultimately drive increased adoption of analytics in decision-making.
Key session takeaways:
- Define your actionable insights.
- Design for use.
- Leverage all technology features.
