THE INSIGHT BURGER

Continue reading to see what secrets it holds

HOW TO INCREASE DASHBOARD & REPORT ADOPTION AND STOP BEING REACTIVE WHILE DRIVING BUSINESS VALUE

Break down the key elements for dashboard & report success and learn the precise steps needed to intake requirements, maximize user adoption and drive business value.

Get proven processes and accelerators, gain specialized knowledge, join a community of data professionals and reprogram your brain to succeed in the fast paced reality of working in data.

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Ridiculously effective

'Ridiculously effective’ is the phrase that comes to mind when I think about Nick’s Enterprise Dashboard Process. His program gave my team a scalable and repeatable process to deliver ACTIONABLE insight that truly adds value to the company. He has a crazy amount of experience, giving him a wealth of knowledge about what works and what doesn’t. We’re much more confident in the product we deliver thanks to Nick’s process.

Jesse Foley , Data Visualization Analyst

Got no time?

Always in reactive mode?

Reports and dashboards not creating value?

SOUND FAMILIAR?

Reporting is hard. You can do everything by the book but still have challenges engaging with your stakeholders and users or, even worse, they don’t trust you or your team! Problems compound on top of each other and going into work is not a lot of fun any more.

Reporting and dashboarding fails due to ineffective requirements gathering

*The survey was conducted with BI / Analytics leaders and is available to additional submission: Access survey

FOCUS ON PEOPLE & PROCESS, NOT TECHNOLOGY & DATA

The traditional approaches to Business Intelligence and analytics are tired and old, they no longer move at the speed of the business. It’s no wonder most of your time is spent being reactive and there are many reports out there that no one is using.

It’s a matter of focus, but you need to know exactly what to focus on. We can’t expect technology, like Tableau, Qlik Sense and Power BI, to solve people and process problems, yet that is what we do.

You need to know the exact steps, processes and tools to be able to succeed, every time.

TYPICAL FOCUS

Problems emerge due to a focus on the wrong areas

Typical focus on business intelligence and analytics

Typical focus on business intelligence and analytics

TARGET FOCUS

Leverage process to align people around data, enabled by technology

Target focus on business intelligence and analytics

Target focus on business intelligence and analytics

INSIGHT ISN'T MAGIC, IT'S CAUSE AND EFFECT

We help BI/Analytics professionals bring order to chaos and get lazer-focused on value.

You’ll find our participants engaging stakeholders, leveraging process and driving adoption,
not making excuses about “poor data quality”.

Nick has worked for many years in the analytics field, both inside and outside of Deloitte. His work has been consistently underpinned by two core themes – making the insights you and your company can get from data accessible through well thought out and intuitive visual assets; and integrating those visual assets (such as dynamic dashboards) with existing platforms and processes to help business leaders take action on the insights.

Analytics is as much an art as it is a science and Nick has a unique ability to bridge the gap between data science, digital and the generation of measurable, tangible business value. And all with an energetic approach and sprinkle of Irish charm!

Natalie Williams

Senior Manager, Deloitte

MEET NICK, A LEADER IN BI & ANALYTICS ADOPTION

Nicholas has been a consultant to the world’s largest organizations helping them to act on their data in a career that spans from Ireland to Singapore and the USA.

From enterprise-grade operations dashboards for global banks with 200,000+ employees to high-pressure metrics delivery for Formula 1 drivers, he has developed a winning process for ensuring companies get ROI on their data through insight and behavioral change.

Nick is the Director of Visual Analytics at the consulting firm Logic20/20 based out of Seattle. He is the creator of the Enterprise Dashboard Process and invented the Dashboard Wireframe Kit.


UPCOMING SPEAKING EVENTS

Nicholas Kelly - The Dashboard Consultant

NICHOLAS KELLY

Consultant | Author | Speaker

Nick knows how to go straight to unlocking value

Nick is by far the most advanced and innovative thinker in visualization I have met. He has an amazing sense of humor and his ability to connect data and people together to tell a story gives the edge to every project.

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Abhinandan Mandhana
Senior Manager Analytics & Automation

YEARS OF ANALYTICS, UX & CHANGE MANAGEMENT CONSULTING

Nick is on the cutting edge of insight application. These programs are borne out of what works, not theoretical concepts, but hard won victories in politically charged environments where data challenges are the least of the problems.

HERE'S HOW IT WORKS

Receive everything you need to be successful in the reporting lifecycle. No fluff, we provide the building blocks to apply and optimize directly on your job, while on the course.

You’ll work through these programs while applying them to a real world scenario you have in your day job. In fact, it is a requirement for taking the courses. We want you to succeed, in your live environment.

AGILE PROCESS


An agile and iterative process that removes the guesswork and turns successful dashboard creation into a precise science. Follow practical step-by-step instructions that are proven to work.

PHYSICAL MATERIALS

It’s hard to turn up at work differently without something to show you mean it. You will receive boxed kits, that are only available to participants, as well as printed course materials and templates. You may also get a bonus of the Dashboard Wireframe Kit.

INSIGHT ACCELERATORS


There are over 30 printable digital templates, checklists, plans and posters. There’s even precise scripts you can use for interviewing users and stakeholders to ensure you get their buy in.

EXPERT MENTORSHIP

Nicholas Kelly - The Dashboard Consultant


Engage with the experts every week to get help and support on applying the principles to your work. Get access to the course discussion forum, email and a weekly livestream with the experts.

ENTERPRISE-GRADE, PROVEN RESULTS

Start achieving enterprise-grade results. Be proactive and lead the way.
There’s a reason why we have such a global reach, it works.


2,000+
PROFESSIONALS TRAINED

150+
COMPANIES TRANSFORMED

3,500+
DASHBOARDS DESIGNED FOR IMPACT

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Persona-based dashboard requirements intake

Bora Inceler - Director Financial Crime Analytics

There is immense value in an individual taking this course. Exponential value is generated when a whole team takes it as the cultural shift needed is more rapid. Imagine not having to convince colleagues that engaging users and stakeholders is important. It changes the conversation from ‘what can we do with our data’ to ‘what our data needs to do for us’, i.e. start with business value and make the data work to get there. Get your reporting intake standardised, no more wild west. This course works.

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Ridiculously effective

Jesse Foley - Data Visualization Analyst

'Ridiculously effective’ is the phrase that comes to mind when I think about Nick’s Enterprise Dashboard Process. His program gave my team a scalable and repeatable process to deliver ACTIONABLE insight that truly adds value to the company. He has a crazy amount of experience, giving him a wealth of knowledge about what works and what doesn’t. We’re much more confident in the product we deliver thanks to Nick’s process.

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Direct appliction to my job

Kelly Booth - Business Data Analyst

The course was so great! I learned a lot and really appreciated applying the thinking and activities directly to my work. It was packed full of content and I know I will be able to use in my job right away. Thank you!

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Standardized process to increase adoption

Hernan Pisano - Practice Lead, Data Capabilities Office

When you’ve been in BI as long as I have, you start to see the same barriers to extracting value from data. There is typically no formalized requirements intake process and communication is ineffective or nonexistent.

Every serious BI and analytics group needs a standardized process for requirements gathering. This course delivers that and more.

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Dashboards people will actually use

Christopher Rice - Director Marketing Research & Analytics

The dash boarding process that Nick has outlined and detailed in his training will prepare your organization to plan and execute a dashboard that adds tremendous value. I have seen failed dash boarding attempts at my company and Nick’s well planned approach aligns everyone to the same successful implementation. The training was the most comprehensive and complete dash boarding exercise I have seen in our industry.

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Nick knows how to make your dashboards succeed

Natalie Williams - Senior Manager, Consultant

Nick has worked for many years in the analytics field, both inside and outside of Deloitte. His work has been consistently underpinned by two core themes – making the insights you and your company can get from data accessible through well thought out and intuitive visual assets; and integrating those visual assets (such as dynamic dashboards) with existing platforms and processes to help business leaders take action on the insights.

Analytics is as much an art as it is a science and Nick has a unique ability to bridge the gap between data science, digital and the generation of measurable, tangible business value. And all with an energetic approach and sprinkle of Irish charm!

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Real-world application

Darryl Moffat, CGA, CPA, CBIP - Materials Operations Business Manager

I’ve been a Power BI user for a year or so and developed some decent Dashboards. Nick’s class helped me put it all together from gathering the correct data to deploying the dashboards. Based on what I learned, it would apply to any BI Dashboard solution.

Nick’s sense of humor mixed with real-world scenarios made it well worth the investment.

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Nick is Extremely Knowledgeable

Frank Noordover - Director of Data Management

Nick is extremely knowledgeable on the topic, with lots of real world experience implementing COEs for his clients. He taught us about his framework and gave a lot of great insight how to use the framework within our own organization. His teaching style is outstanding and he gets the class to engage so it becomes a discussion. I definitely recommend taking a class from Nick if you have the chance.

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Stop being reactive and start creating value

Phillip Simmons - Banking Professional

Nick’s knowledge and expertise is incredible. Nick has a matchless approach of providing actionable insights and information that simply makes sense. He provides real and useful solutions that are invaluable. He addresses issues everyone seems to know about but aren’t sure how to deal with them, and provides wisdom and vision for handling them. You or your business will gain so much value from this course.

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Rapid implementation

Stephanie Kuczynski - Business Intelligence Team Lead

I really took a lot from the program and I leveraged it in the office with great things to implement immediately!

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Create higher adoption rates

Also Castellanos - Category and Shopper Insights Strategist

Nick's training on building better dashboards has been instrumental in helping McKee Foods get on the road from good to great visualizations. The ingredient we were missing was that we needed to create a system to successfully create higher dashboard adoption rates. As a result of using the Dashboard Wireframe Kit, we now have a more engaged stakeholder group and more user relevant dashboards. I recommend anyone seeking to become the best visual data storyteller in the industry to try Nick's training. It will be money well spent!

SO, ABOUT THAT BURGER

Would seeing insightful data change your mind about eating it?

WHAT DATA WOULD YOU NEED TO SEE TO INFLUENCE YOUR DECISION?






0.15lbs

WEIGHT GAIN

BY NEXT TUESDAY





0.3%

INCREASED RISK

OF HEART ATTACK


Would it change your mind about eating it?

MAXIMIZE THE BEHAVIORAL NUDGE WITH FOUR CRITERIA

RELEVANCE

Would seeing insightful data change your mind about eating it?

0.15lbs

WEIGHT GAIN

BY NEXT TUESDAY

TIMELINESS

Information is delivered at or before the point of decision making.

PERSONAL

Metrics are persona driven, specific to user role and function.

0.3%

INCREASED RISK

OF HEART ATTACK

ACTIONABLE

The user can make a better informed decision and act on it.

Ensure lasting adoption, trust and actionable business value.

LEARN THE FULL CYCLE, DELIVER RESULTS

Building trust requires a strong foundation. We teach you what you need to succeed amid the politics, ambiguity and lack of stakeholder engagement existing in the real business world.

STRATEGY & PLANNING

Dashboard/report goals, objectives, success metrics, overall plan.

ACTION MAPPING

Behavioural change, end state, workflow, action types, effectiveness.

DEVELOPMENT & UI

Exploration, speed, performance, interaction, design.

SCORING & PRIORITIZATION

Business value, rating, iteration assignment, timeline.

WEAVING CHARTS, KPIS & ACTION

Chart interactions, visualization patterns, workflow, filters.

LAUNCH & ITERATION PLANNING

Launch sequence, internal marketing, social proof, roadmap.

FRAMING THE PROBLEM

Questions, natural language, value alignment, path to action.

VISUAL STORYTELLING

Narrative arc, KPI & chart types, tracking impact, story.

MANAGING CHANGE & ADOPTION

Pilot, change plan, communications, alignment, ownership.

REQUIREMENTS GATHERING

Engaging stakeholders, interviewing users, personas, scripts, user journeys

UI/UX BEST PRACTICES

Layout, color, typography, data-to-ink ratio, click count, scrolling.

TRAINING MATERIALS

Embedded training, tooltips, video, recording, low friction.

DATA ASSESSMENT

Rapid data quality/availability scoring, cost, level of effort, estimating.

WIREFRAMING & VALIDATION

User feedback, lo-fi & hi-fi prototypes, requirements document.

THE WORKSHOP APPROACH

Rapid requirements, agenda, content, facilitation, output.

THE INSIGHT BURGER

THE RECIPE FOR BI & ANALYTICS SUCCESS

Most courses teach a specific skill like how to use a certain BI tool or technology, this creates ineffective professionals who don’t understand the whole. We are technology agnostic. Sure, we teach visualization best practices. We teach good design. We teach requirements gathering and how to launch a dashboard in your organization. We excel at all those.


However, to truly succeed with insight, you need to learn some new skills to build trust, manage expectations and exude competence. You need a new set of tools and mental model:


  1. Insight mindset – Vision, purpose, prioritize, problem solving, consultant identity
  2. UX principles – User journeys, scenario mapping, research, wireframing
  3. Iterative process – Frameworks, product cycle, workflows, tools, metrics
  4. Change management – Gaps, politics, history, change readiness, alignment
  5. Adoption ownership – Strategy, product focus, marketing, influence

THREE STAGES TO INSIGHT

Whether you’re an early in career BI engineer or lead a department with hundreds of staff, we’ve got you and your team covered.


Master the three stages of the lifecycle: requirements gathering, visualization and the release.

INSIGHT ANALYST

Stage 1: Requirements Intake

How to do value based, enterprise-grade, requirements gathering from executives to end users, regardless of previous knowledge or experience.

6-Week Online Course

Including the Insight Analyst Kit

  • Move from reactive to proactive
  • Consistent requirements intake process
  • Align executives, stakeholders, users & IT on value
  • Address data challenges with stakeholder buy-in
  • Accelerated workshop approach

Early bird enrollment starts soon

Don't lose your spot, get on the notification list

INSIGHT VISUALIST

Stage 2: Designing Action

How to tie insight to action through
visualization best practices and validate
business value prior to development leveraging design iterations.

7-Week Online Course

Including the Insight Visualist Kit

  • Rapid alignment and feedback through wireframing
  • High value repeatable templates, process & standards
  • Always pick the right charts for the target personas
  • Align visualizations to action and workflow
  • Save time and focus on value

Enrollment closed, Next enrollment starts:
25th August 2019

INSIGHT CONSULTANT

Stage 3: Build & Adoption

How to build and launch dashboards &
reports that users derive value from
through comprehensive change processes and a detailed launch sequence.

8-Week Online Course

Including the Insight Consultant Kit

  • Leverage change management best practices to increase adoption
  • Launch dashboards leveraging mental triggers
  • Treat a dashboard like a product
  • Adopt a consultant mindset
  • Build trust and credibility

Enrollment closed, Next enrollment starts:
19th September 2019

FAQ

Here are some common questions about the courses.

How many do you have on each course?

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What is included in the physical materials?

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