KScope 14 Delivering Actionable Insight
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Transcript of KScope 14 Delivering Actionable Insight
Delivering Actionable Insight Using Visualization and Perception Techniques to Enhance User Understanding
● Iain Curtain ● Edgewater Ranzal
• Introduction • Actionable Insight • Organizational Approach • Usability • What makes good design • Summary and examples • Questions
Agenda
Focus Services People Methodology Customers Partnership
15 Years 700+ clients
1000+ projects
About Edgewater Ranzal
Dashboards & Scorecards, Financial Analytics & Reporting, Operational Analytics, What-if Analysis, Query & Reporting, Visual
Exploration Financial performance, Legal,
Segment & Mgmt Reporting, Financial Close
HFM Optimization, Performance Lab SOX Compliance Support
Strategic Finance, Planning, Budgeting, Forecasting, Workforce Planning, Capital Planning, Project Financial Planning
Data Integration, Financial Data Management, Data Warehousing, Master Data Management &DRM,
ETL Services, Automation
Project/Program Mgmt, EPM Road Maps, Application Reviews, Business Requirements, Process Change, Documentation
Installation, Upgrades, Migration, System
Monitoring, Backup and Recovery, Disaster
Recovery, Load Testing, Hardware Sizing, Exalytics
Benchmarking
Consolidation
Business Intelligence
Enterprise Planning
Infrastructure
Training & Support Services
Project Management
Data Services
Costing & Profitability
Mgmt
Support Services – Infrastructure & Application Support Contracts
Key Teach Course Delivery: Planning, Essbase, Financial Reporting, Smart View, HPCM, HFM,
FDM, DRM, OBIEE Custom Training Delivery: Process & Reporting
HPCM Standard & Detailed Models, Waterfall Allocations, Activity Based Costing, Customer, Product & LOB Profitability
We offer a full spectrum of EPM/BI Services
About Edgewater
Customer Sample
• Make smarter operational, strategic and tactical decisions
Actionable Insight
Actionable Insight
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Revenue - B/(W)
Actionable Insight
• Common Pitfalls: • Managing to averages • Relying on experience and intuition for decision
making • Inefficient data analysis • Inability to access and derive insight from new data
sources
Actionable Insight
• Common Platform • Usability • Cognitive Science
Actionable Insight
Organizational Approach
Foundation
Operations
Mgmt Reports Dashboards
Scorecards
Organization Maturity
Area 1 Area 2 Area 3
Maintain current
business operations
Areas to
grow
• Change Management involved?
• Can users work effectively?
• Single version of the truth?
Building User Participation
• Talk to users
• Listen to users
• Ask why, why, why?
User Requirements
• How do users use the system
• How do they navigate
• Watch and learn
Usability
Design Examples
Design Examples
Design Examples
Design Examples
Design Examples
• Memory limits
• Encoding data for rapid perception
• Gestalt principles of perception
Good design concepts
• Iconic memory
• Short term memory
• Long term memory
Memory Limits
17239576940263980273849560129847436970898726431786792303920049289765481029860798272580297416478397069873940588698572632718960697291406987125627837895
Data Encoding
17239576940263980273849560129847436970898726431786792303920049289765481029860798272580297416478397069873940588698572632718960697291406987125627837895
Data Encoding
Gestalt Principles
• Proximity
• Similarity
• Enclosure
Gestalt Principles
• Closure
• Continuity
• Connection
• Focus on the value add you are showing by organising and minimising the data shown.
• Arrange information in a way that makes sense, making sure that the important data stands out.
Applying concepts
Applying concepts
Edward R Tufte
Data Ink Ratio
Chart Junk
Chart Junk
Chart Junk
Chart Junk
Chart Junk
Chart Junk
Chart Junk
“We can easily see patterns presented in certain ways, but if
they are presented in other ways they become invisible.”
Colin Ware Information Visualization -
Perception for Design, 2000
Colin Ware
“…at any given instant, we apprehend only a tiny amount
of the information in our surroundings …”
Colin Ware Visual Thinking for Design,
2008
Colin Ware
Colin Ware
• Color
• Form
Colin Ware
• Position
• Motion
Stephen Few
Stephen Few
l Simplify
l Simplify
l Simplify
How does this help us?
Examples
Examples
Examples
• Align • Gain Actionable Insight • Optimize Operations • Review Metrics Regularly
Summary
“Graphical excellence is that which gives the viewer the greatest
number of ideas in the shortest time, with the least ink in the smallest
space.”
Edward R Tufte The Visual Display of
Quantitative Information, 1983
Iain Curtain Senior Consultant [email protected] ranzal.com thinsliced.wordpress.com ranzal.wordpress.com/
Questions?
More Info
• Usability http://uxmag.com/
• Stephen Few http://www.perceptualedge.com/
• Edward Tufte http://www.edwardtufte.com