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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.
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.
*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
TARGET FOCUS
Leverage process to align people around data, enabled by technology
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.
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.
NICHOLAS KELLY
Consultant | Author | Speaker
Abhinandan Mandhana
Senior Manager Analytics & Automation
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
Engage with the experts every week to get help and support on applying the principles to your work.
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
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.
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!
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!
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!
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.
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.
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.
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.
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.
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!
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.
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:
- Insight mindset – Vision, purpose, prioritize, problem solving, consultant identity
- UX principles – User journeys, scenario mapping, research, wireframing
- Iterative process – Frameworks, product cycle, workflows, tools, metrics
- Change management – Gaps, politics, history, change readiness, alignment
- 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
Online course now available
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
Enquire for onsite options
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
Enquire for onsite options
FAQ
Here are some common questions about the courses.