Enterprise performance Dashboard
How might we enable executives to understand company performance against strategy?
Role: Lead product designer & business analyst
Time: 3 months
Summary
A healthcare client defined a 3-year vision centered around four strategic imperatives. However, it was struggling to track company performance against the strategy it had defined.
The organization needed a way to tie its strategic vision to it’s ongoing performance and align decision-making accordingly. I was engaged as the designer and business analyst on a two person team (along with a project manager) to help solve our client’s problem. We identified that the firm lacked a centralized source of truth across all business groups. Our solution was to design an enterprise performance dashboard allowing company leaders to easily assess the goals and key performance indicators (KPIs) that had the greatest impact on the 3-year strategy. The dashboard has been rolled out to the executive leadership team, officers and directors and is leveraged at all monthly, quarterly and annual strategy review meetings.
Note: Details of this project, including strategic imperatives and KPIs, are redacted and replaced with generic & illustrative examples.
Executive dashboard view with all imperatives, goals and values redacted.
Challenge
After establishing its 3-year vision and strategic imperatives the Healthcare company was facing a number of issues because it could not track KPIs of the strategy in centralized location. These issues included:
Sacrifice of long term strategic investments to meet short term operational targets
Subjective, “gut-based” decision-making
A proliferation of one-off dashboards with inconsistent data
Disagreement around which KPIs should be used to measure enterprise performance
Solution
Working with the VP of Strategy I helped to resolve the performance measurement gap by designing an enterprise performance dashboard. The dashboard provides an overview of metrics affecting enterprise-wide performance to help leaders make coordinated decisions. The dashboard was designed to:
Clearly communicate vision and strategy
Provide an objective snapshot of KPIs that tie to each strategic imperative
Allow users to drill down on specific KPIs to better understand performance
In addition to the dashboard itself I also created:
Visual rules documentation to maintain consistency as data and measures evolved
A KPI assessment tool to ensure the right metrics were being measured