Analytics dashboards

Timeline - 1 month

Project overview

Banner Health had an overwhelming amount of data from various vendors and applications. Our stakeholders often had to contact multiple people in order to pull the data that they needed. We were hired to help them consolidate their data sources, align the stakeholders within their company, and design and develop dashboards that utilize a future unified data warehouse.

Solution

I helped to facilitate a workshop where we identified user needs for each dashboard, defined dashboard metrics, and gained stakeholder alignment for three Banner persona groups. I then used the output from the workshop to inform the dashboard concept designs.

Goals

Align Banner stakeholders to what metrics need to be displayed on each dashboard
Create dashboard concepts to meet the needs of three Banner persona groups–Executive Leader, Service Line Leader, and Marketer.

My role

Product design, workshop facilitation
Analytics collaboration with Brian Spurlock and Michael Wallace

Data mapping

The first part of the workshop was a data mapping exercise to understand what information each data source contained.

Mapping the data revealed pain points such as data discrepancy, inconsistent data definitions, no single customer view, and a lack of geographic definitions.

Workshop mapping of available data and data sources

Stakeholder empathy mapping

Before the workshop, we had identified with Banner three personas that the dashboards would be for–Executive Leader, Service Line Leader, and Marketer. The participants in the workshop split into breakout groups to do empathy mapping and sketch ideation. I lead the exercises for the Marketer breakout group.

Executive themes

Know when communication needs to include education
Need to establish nomenclature and definitions and communicate company-wide
Create a system of simple reporting that features metrics that matter with the ability to drill down

Service Line Leader themes

Linking marketing efforts as close as possible to their goals
Cut down on ad hoc reporting through process development and automation
Education on marketing = metric definitions/data storytelling

Marketer themes

Data governance will be extremely impactful
Making the shift to an integrated data-led company leads to increased productivity and better use of marketing budgets
Must create trust in the data

Group ideation

The final part of the workshop was a group sketching session.

This exercised to help us understand which metrics the stakeholder personas needed and why.

The common themes between the three groups were:

Progress–pace to goal visuals
Scorecards (up & down snapshot)
Illuminate the KPIs
Filtering (time, service lines, region, campaign, etc..)
High-level snapshots with drill-down capabilities
Insights/Narrative
Reference points for peaks and valleys

Executive

Service Line Leader

Marketer

Wireframe sketches

I compiled all of the workshop artifacts and synthesized the information into concept sketches.

These wireframes were presented to the Banner stakeholders for approval before moving to high-fidelity design concepts.

High-fidelity concepts

I addressed the needs that were voiced by stakeholders in the workshop by implementing UI elements to show progress toward goals, provide context for the performance of the metrics, and display high-level snapshots with drill-down capabilities.

Executive Leader Dashboard

Executives need to get a pulse of how the business is performing at a glance. The Leadership dashboard is structured so that the key business goals are immediately visible at the top of the page and the performance of each service line is right below. Executive can quickly see how performance is trending for each metric and make informed decisions.

Service Line Leader Dashboard

Each service line has its own specific dashboard. Service Line Leaders need to keep track of progress toward individual service line goals as well as being able to easily link marketing efforts to their goals.

Marketer Dashboard

Marketers need to easily show how their campaigns affect their marketing goals and the performance of the site.