Data-Driven Decision-Making with imis Dashboards

Transcription

1 Data-Driven Decision-Making with imis Dashboards Presented by:

2 About ATS Serving imis community since 1995 Full-service Authorized imis Solutions Provider (AiSP) Application development to extend the functionality of imis 2015 Authorized imis Solution Provider (AiSP) of the Year

3 Hosted by Presenter: Christine Smith Director of Business Solutions, LLC Direct: (571) Moderator: Richard Banks Sales Manager, LLC Direct: (571)

4 Great Out of the Box Dashboards

5 Where to Begin? Executive Dashboard Combine out of the box dashboard items

6 CXO Reports What reports do the CXO s ask for every month? Are they already in an IQA? Goals? Use Progress Tracker ipart NO MORE REPORTS! Use Dashboards!

7 Make it Accessible Put on Website (locked down) Executives Only Board of Directors Only Staff Only Take advantage of IQA Group Security

8 EPCOR

9 EPCOR Our dashboards provide information that I m periodically asked for by the CEO. -Stephanie Mareski, AAP The dashboards allow the CEO and other staff to have the information at their fingertips at any time, directly from our website. -Stephanie Mareski, AAP

10 Staff Site View

11 Staff Site View

12 Website View About Us Locked down to Member Type = Staff

13 Website CSS Same Dashboard

14 Contact Dashboard

15 IQA Dashboard - Top Portion Super Duper Data Driven!

16 IQA Dashboard Bottom Portion Super Duper Data Driven!

17 Missouri Bankers Association

18 Missouri Bankers Association The events dashboard has helped staff monitor whether we are meeting registration and revenue targets for events. They can see for themselves who is registered. This has resulted in more targeted marketing to members. -Janet Roling, SVP, CFO/COO

19 More from Janet I love the updated membership dashboard. I can see at a glance the number of members and nonmembers, broken out by region. I can also see the dues collected year to date and how close we are to being at 100%! When staff ask me who still owes dues I can tell them to look at the dashboard. I don t have to run a new report every time we receive a payment! It has taken some of the responsibility off of me to monitor dues because everyone has access to the information. The dashboard also shows the outstanding dues, highest to lowest. It is easy to focus time on the most significant dues on the list.

20 RiSE Website

21 Staff Site Look-alike

22 Staff Site Look-alike

23 Staff Site Look-alike

24 International Society for Performance Improvement

25 Executive Dashboard

26 Executive Dashboard

27 Certification Dashboard

28 Certification Dashboard

29 Humdinger Dashboard

30 Humdinger Dashboard

31 Humdinger Dashboard

32 Questions & Answers Presenter: Christine Smith Director of Business Solutions, LLC Direct: (571) Moderator: Richard Banks Sales Manager, LLC Direct: (571)

33 Questions & Answers Presenter: Christine Smith Director of Business Solutions, LLC Direct: (571) Question: Can we use the groups idea if we re on imis ?

34 Questions & Answers Presenter: Christine Smith Director of Business Solutions, LLC Direct: (571) Question: What ipart was used to display the IQA drop-down list?

35 Questions & Answers Presenter: Christine Smith Director of Business Solutions, LLC Direct: (571) Question: For the Certification Dashboard are they using imis 20 Certification, or the older desktop Certification?

36 Questions & Answers Presenter: Christine Smith Director of Business Solutions, LLC Direct: (571) Question: What ipart was used to create the graph near the end?

37 Questions & Answers Presenter: Christine Smith Director of Business Solutions, LLC Direct: (571) Question: Where can I get more information about how these were set up?

38 More from ATS Looking for more from the experts at ATS? Upcoming Webinars schedule of upcoming webinars Past Webinars video recordings and downloadable presentation slides Other Questions? Online: Phone: (720)