visualization
Getting the right insights, to the right people, at the right time, requires that you start analytic projects with an understanding of the business issues that need to be addressed. Working backward, you can determine the content, layout, and delivery mechanism required to simplify the process for all user communities. Whether delivery is through ingrained tools like Microsoft Excel or BI Platforms like Power BI or Tableau, the end result is ensuring that users have access to their data and insights at any time from any device.
What
content?
The wrong information delivered in the flashiest dashboard will not drive your business. Before you focus on tools, it is imperative to understand your audience and their business challenges. Determine the insights that they require to grow the business.
what
layout?
You have created the insights, now you need to determine the simplest way to format those insights so that each unique audience can absorb them efficiently.
how to deliver?
You have formatted insights, now you need to get it in the hands of your end users when and where they need it. Ideally your solution should allow for push (alerts) and pull (dashboards) to be accessed from any device at any time.
automation
Whether the ideal visualization is delivered through hardcopy, Excel, or Tableau, it is critical that your team spends their time analyzing insights and taking action, not wrangling data and producing charts. Streamlining the delivery of information is the last step in flipping the paradigm that 90% of analyst's time is spent manipulating data.