Above: Projects run smoother when status, reports and key metrics are visible on dashboards.
Examples that will be a hit with your teams (and CEO)
In project-based organisations, projects run smoothly and teams work effectively together. Everyone understands the goals and deadlines are met on time. Sounds easy, right?
We all know few things are as easy as they sound. For every project you need keep track of lots of information in SuperOffice: customer details, sales documents, deadlines, agreements, status and next steps. If you don’t keep it all in SuperOffice, it is helpful to gather it in one place with standard or user-defined (UDEF) fields.
Next comes the tricky part: how can everyone use this information effectively? Putting it in a system, doesn’t necessarily mean it will be acted on. As the scope and number of projects grow, the more important it is that everyone has an overview of what is going on so they can keep projects flowing smoothly.
This is where digital dashboards are powerful. They provide information in a visually clear format so it is easy to understand. The information is gathered directly from fields in SuperOffice so it always up-to-date.
Not using project dashboards? Here are some ideas to get you started.
Give the CEO a new experience
What CEO’s doesn’t want to stay close to what’s happening with fast access to a accurate information?
A self-serve analytic dashboard give CEO’s a totally new, visual way to see what is happening and access information – from potential new projects in the pipeline through to final delivery. From a visualisation, he/she clicks through for more specific answers.
- How many projects are in the pipeline and each phase?
- How are we doing compared to budget this month?
- How many projects can we expect to invoice this period?
- How has project performance changed compared to last year or last quarter?
- Where are there issues?
The project leaders
Project leaders like quick access to information about their own team.
- What projects is my team working on?
- What is due this week, month, quarter?
- What tasks are open/unassigned?
- What milestones are overdue or past deadline?
- What activity has/has not happened as needed?
- How is my team performing compared to KPIs or other measures?
At Tinde, the Norwegian builder of cabins, designers have a dashboard showing ‘open’ jobs. As soon as a designer is available, he/she checks the list and takes the first available job. This ‘internal’ job board keeps projects moving smoothly.
The team members
Individual team members often like to see their own ‘to-do-lists’ as well as the broader plan. The best dashboards show also what tasks or activities are overdue, so there aren’t holes in the plan. The type of content is similar to the project leader view, but on an individual level.
1. Review where data is stored – Is it CRM system, project management software, database or other. Gather into one place for reporting and analysis.
2. Select a good dashboard tool – Dashboard tools vary significantly. Check how easy they are to set up based on your current data and how easy they will adapt as your needs change.
3. Match dashboards to each user group – Select a few individuals in each team or role and map what information they use. Where are there gaps? This is the starting point for good dashboard design.