Introduction

My name is Adam Clark, and I am a Business Intelligence Consultant at Orchard.  I was looking for a way to develop my skills and, therefore, put in a request for a little extra work. This led me to become the lead developer of the Orchard Dashboards project.

Part of this journey included learning how to use SQL to query our internal Data warehouse with the aim of producing standard reports/dashboards for our customers.

So far I have found the development of these dashboards to not only have increased my knowledge of SQL but also of the systems Orchard provides whilst giving the data we store a new dimension.

What do we mean when we talk about a reporting dashboard?

The technical answer to this question would be:

A business information management tool that is used to track KPIs, metrics, and other key data points relevant to business, department, or specific process. Through the use of data visualisations, dashboards simplify complex data sets to provide users with at a glance awareness of current performance.” **

The simple answer, however, is:

Attractive looking charts and graphs sitting over the top of a SQL query which makes data output simple, relevant, packs a punch and adds value to information.

What are we trying to achieve?

With the development of our standard reporting dashboards, we have implemented reporting to become part of the overall Asset Management solution by embedding charts/reports into the product and modules we develop.  This allows simple access to the wealth of data contained within Promaster in a dedicated Information Management environment.

The result is more simple, timely and relevant data being returned.  After all… there’s no value in allowing a Promaster user to have access to high level executive reports or, requesting a lengthy set of reports from your BI team which you needed an hour ago when the director bumped into you on their way into the office!

What’s in it for you?

A dashboard is a summary of an analysis of information. It is used to present an overview of what would otherwise be complex information in a visual, and easy to digest format.

Some of the most important benefits are:

  • Mobile device accessibility – Most dashboards are programmed to suit any mobile device. This means that you can access up-to-date information anywhere, at any time, and in a timely manner.
  • Customisable – Dashboards can be completely customisable in terms of users’ requirements of content. Each dashboard can be customised to present the most valuable and useful set of information. This allows each person to see the level of detail that they need to meet their goals. Orchard has created a standard set of dashboards for your use however that does not mean you cannot request/create your own.
  • All-in-one – Why spend time combining multiple reports to reach an outcome? This tool allows seeing, at a glance, an overall situation report of the desired information.
  • Drillable – Having an all-in-one format does not mean detail is sacrificed. Dashboards are developed with the ability to obtain detailed, low level information.
  • Intuitive – There is no need for complicated and exhaustive training. Dashboards are designed to be intuitive to any user. The graphic design allows an easy and smooth navigation throughout the information.
  • Quickly and simple to export the information to formats such as PDF and Excel, making it easier for you to present or manipulate the data further.

Where possible I have always kept these 6 principles in mind when developing the Promaster dashboards in order for the customer experience to be enhanced.

To summarise

The dashboard method of reviewing data and viewing the status of operations provides a significant opportunity to make your business more efficient and quick to respond to issues and opportunities, whilst making your data look presentable in the process.

Currently, we have 3 Promaster dashboards available:

  • Promaster High level – A combination of Core & Location, Servicing/inspections, Projects & Asbestos reports.
  • Promaster Servicing – A detailed view of all things servicing/inspections.
  • Promaster Asbestos – A detailed view of all things asbestos.

To follow, dashboards for Properties, Projects, Fixed Assets and more will be available soon.

** Reference: https://www.klipfolio.com/guide-to-business-dashboards

Adam Clark, Business Intelligence Consultant, Orchard. 

 

For further information on Orchard dashboards for Promaster, please email seema.nagi@in4systems.com.