Training

THE INSIGHT BURGER

Continue reading to see what secrets it holds

THE FORMULA FOR BI & ANALYTICS SUCCESS

 

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 challenging situations.

 

SOUND FAMILIAR?

Reporting is hard. You can do everything right but your stakeholders don’t trust the data or, even worse, they don’t trust you or your team! Problems compound on top of each other and finding the path to success is a lost dream.

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

The traditional approaches to BI 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”.

 

Are you struggling in your role in BI, analytics or IT?

YOUR INSTRUCTOR, A GLOBAL LEADER IN ANALYTICS ADOPTION

Nicholas, a BI and analytics management consultant, has helped the world’s largest companies act on 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.

 

He is the creator of the Enterprise Dashboard Process and invented the Dashboard Wireframe Kit. Nick is a certified trainer.

UPCOMING SPEAKING EVENTS

Nicholas Kelly - The Dashboard Consultant

NICHOLAS KELLY

Consultant | Speaker | Author

 

“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.”

Abhinandan Mandhana, Senior Manager Analytics & Automation
AIA

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.

“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

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 KITS

 

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.

There’s a reason why we have such a global reach, it works.

2,000+

PROFESSIONALS TRAINED

150+

COMPANIES TRANSFORMED

3,500+

DASHBOARDS/REPORTS LAUNCHED

“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.”

Hernan Pisano
Practice Lead, Data Capabilities Office
Federal Reserve Bank of New York

“‘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
Syngenta

“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!”

 

Kelly Booth
Business Data Analyst
Corkcicle

“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.”

Bora Inceler
Director Financial Crime Analytics
Standard Chartered Bank

 

“I found the course very valuable!”

 

Alaina Ledden Johnson
Finance Director

“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.”

 

Phillip Simmons
Banking professtional

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

 

Stephanie Kuczynski
Business Intelligence Team Lead

“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.”

 

Christopher Rice
Director Marketing Research & Analytics

SO, ABOUT THAT BURGER

THE INSIGHT BURGER

Would seeing some data about it change your mind?

WHAT IF SOME DATA WERE AVAILABLE?

Would it change your mind about eating it?

0.15lbs
WEIGHT GAIN
By next Tuesday

0.3%
INCREASED RISK
Of heart attack

MAXIMIZE THE BEHAVIORAL NUDGE WITH FOUR CRITERIA

Ensure lasting adoption, trust and, most importantly, actionable business value

RELEVANCE

Data is related to the current duty or task being performed.

PERSONAL

Metrics are persona driven, specific to role and function.

0.15lbs
WEIGHT GAIN
By next Tuesday

0.3%
INCREASED RISK
Of heart attack

TIMELINESS

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

ACTIONABLE

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

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.

ALL LAYERS INCLUDED

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. Agile 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.

INSIGHT ANALYST

Stage One: 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

INSIGHT VISUALIST

Stage Two: Designing Action

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

7-Week Online Course

Including the Insight Visualist Kit

Rapidly wireframe dashboards/reports & drive stakeholder feedback
Instant value with repeatable templates, process & viz standards
Always pick the right charts for the target personas
Align visualizations to action and workflow
Save time and focus on value

INSIGHT CONSULTANT

Stage Three: Build & Adoption

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

8-Week Online Course

Including the Insight Consultant Kit

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

DIRECT APPLICATION TO YOUR JOB, DURING THE COURSE

Effective learning only happens when you can apply the principles for yourself. In order to do that we use a knowledge ramp for each core concept and activity in the processes.

A prerequisite for taking our courses is that you have a live example to apply them to. 

  • Skill
  • Risk

LEARN

Learn the theory on the course and explore real cases studies where it was used. Understand the risks and challenges as well as practical application from countless past deployments.

EXPERIMENT

Central to the program is trying out the theory in course “working groups”. It is a safe environment to makes mistakes and test rather than add risk by directly applying it to a work environment immediately.

APPLY

With the theory understood, sample case studies reviewed and a period of testing, it is time for direct application to a live example you are working on. This ensures you actually experience the impact and build confidence in the application.

COMPREHENSIVE MATERIALS & LEARNING METHODS

Access the course how and when suits you, either during work hours or when you can carve out some time on the weekend.

Learn better offline? All courses come with printed books, workbooks, checklists and, best of all, specific boxed kits that become your in-person toolkit on the job (people take these courses just to get the kits).

ONLINE E-LEARNING PLATFORM

Access all the course content. from any device and anywhere in the world, online from watching the high definition videos and listening to mp3 recordings. Download all the course materials, templates and printable accelerators.

KIT & BOXSET OF PHYSICAL WORKBOOKS

You may have heard all the excitement around our kits, a board game approach to working with people and data. Not only will you be shipped your own kit, specific to the selected course, but also a boxset of training materials including the course book, workbooks and checklists.

Take a look at one of our basic kits, the Dashboard Wireframe Kit, note that the kits on the course are considerabbly more comprehensive.

“As a business analyst, this kit is a lifesaver. Not only does it make intimidating data and dashboard development approachable for non-data analysts, it allows you to rapidly drill down to the key business questions and corresponding data. Managers and analysts walk away confident that their business requirements are clear, thus increasing efficiency in an otherwise fraught and drawn-out process.”

Samantha Port-Minner, Business Analyst
Facebook

MENTORSHIP AND WEEKLY Q&A CALLS

All courses include personalized interviews and mentorship. Every week there are Q&A calls, recordings and livestream sessions. In addition, you will receive email support as you work through your weekly assignments.

CERTIFICATION

All participants receive a Certificate of Completion issued by G&K Consulting LLC., assuming all materials are completed and the assignments are submitted.

For organizations that require CPD credits, provisions can be made depending on the required accrediting body. Please inquire prior to registration.

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