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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Actionable Insight

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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

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Data Encoding

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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 icurtain@ranzal.com 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