IBCS WITH SUCCESSIBCS® WITH SUCCESS How communication standards help understand reports and...

IBCS® WITH SUCCESSHow communication standards help

understand reports and presentations

Economistas, Consejo General, Madrid 10/10/2017

Xavier Subirats

2.1. Coste 2.2. Tiempo 2.3. Calidad

3.1. Mensajes 3.2. Títulos 3.3. Tiemo & Estructura3.4. Períodos 3.5. Gráficos 3.6. Etiquetas 3.7. Escenarios 3.8. Variaciones 3.9. Escala 3.10. Destacar

4.1. Perceptuales 4.2. Estructura 4.3. Notación

4.1.1. Condense 4.1.2. Check 4.1.3. Express 4.1.4.Simplify 4.2.1. Say 4.2.2. Strucuture 4.3.1. Unify

5.1. Philips 5.2. Die Post 5.3. Nomen 5.4. Graz

6.1. Know 6.2. Tools 6.3. Will

6.- Action Plan

1.- Introducción:

2.- Beneficios:

3.- Principios

4.- Método (SUCCESS)

5.- Ejemplos

1/ Introducción. Why now?

William Playfair >> William Petty-Lord Lansdowne >> Charles Gravier-Count de Vergennes>> Louis XVI

1779 1786 1913 1983 2004 1978 1985 2010

Zelazny

(EE.UU)

Brinston Tufte

Playfair, W. (EE.UU) (EE.UU) Few

(Gran Bretaña) (EE.UU)

Minto Hichert

(EE.UU) (Alemania)

Johan H. Lambert

(Alemania)

Diseño de percepción Diseño Diseño

conceptual semántico

(estructura) (notación

estándar)

Marco de aplicación SUCCESS

SAY (Decir)

UNIFY (Unificar)

CONDENSE (Condensar)

CHECK (Comprobar)

EXPRESS (Expresar)

SIMPLIFY (Simplificar)

STRUCTURE (Estructurar)

Edward Tufte : The Visual Display of Quantitative Information

2/ Beneficios

SISTEMAS DE INFORMACIÓN CONTROLLERS DIRECTIVOS

Procesamiento de datos Controlling Management

Estadísticas y datos Informes y presentaciones

Sistemas de Información (SI) Controlling Management

Desarrollar sistemas y

suministrar datos

Analizar datos y

crear mensajes

Evaluar los mensajes y

tomar decisiones

Mejora de la Calidad 1 2 3

Reducción del tiempo de reacción 4 5 6

Reducción de costes 7 8 9

3/ Principios. Top Ten Principles

1.- Mensajes: debe figurar un mensaje en cada página del informe o de la presentación.

2.- Títulos: en cada página debe figurar un título con un formato homogéneo o consistente.

3.- Tiempo y estructura: deben estar organizados en el eje horizontal y en el vertical, respectivamente.

4.- Regla MECE.

5.- Gráficos.

6.- Etiquetas: las etiquetas deben ir integradas en los gráficos, no separadas.

7.- Escenarios: hay que usar color oscuro sólido para los datos del ejercicio actual, el gris para el ejercicio previo, el remarcado para el presupuesto o el plan y las rayas diagonales (hatched) para las estimaciones.

8.- Variaciones: las variaciones positivas (para un objetivo determinado) deben ir en verde y las negativas en rojo.

9.- Escala: las escalas deben ser correctas y homogéneas.

10.- Remarcar.

4.- Método: How to? >> SUCCESS

Perceptual

rules

Conceptual rules Semantic

rules

Perceptual

rules

Conceptual rules Semantic

rules

Perceptual

rules

Conceptual

rules

Semantic

rules

SAY

STRUCTURE

CHECK

EXPRESS

SIMPLIFY

CONDENSE

UNIFY

SAY Convey a message

SAY Convey a message

STRUCTURE Organize content

SAY Convey a message

STRUCTURE Organize content

Conceptual

rules

SAY

STRUCTURE

EXPRESS Choose proper visualization

Structures

Normalized

Part to whole

analyses

Stacked

Accumulated

items

Indexed

Comparing

growth rates

Lines and areas

Many data points

Bars

Structural comparisons

100

100

Columns

Few data points

Single

One-dimensional

analyses

Waterfall

Contributions

to growth (columns) or

calculations (bars)

100

100

100

-

100

Time series

© IBCS Association. Licensed under Creative Commons BY-SA 4.0 InternationalSource: IBCS EX 1.1

Red and green pins

Relative variances

Grouped

Comparisons

Lines and areas

(cont.)

Bars

(cont.)

Columns

(cont.)

Red and green

Absolute variances

Red and green waterfall

Contributions

to variance

StructuresTime series

© IBCS Association. Licensed under Creative Commons BY-SA 4.0 InternationalSource: IBCS EX 1.1

Conceptual

rules

SAY

STRUCTURE

EXPRESS Choose proper visualization

SIMPLIFY Avoid clutter

Conceptual

rules

SAY

STRUCTURE

CHECK Ensure visual integrity

EXPRESS Choose proper visualization

SIMPLIFY Avoid clutter

CONDENSE Increase information density

(From Twitter, original source not known)

Conceptual

rules

SAY

STRUCTURE

EXPRESS Choose proper visualization

SIMPLIFY Avoid clutter

CONDENSE Increase information density

Perceptual

rules

Conceptual

rules

SAY

STRUCTURE

CHECK

EXPRESS

SIMPLIFY

CONDENSE

UNIFY Apply

semantic

notation

5.- Ejemplos. Show me.

6.- Plan de acción . Hands-on . How to? Praxis & Templates

Why not? Workshop on your next Board book

https://es.linkedin.com/in/xaviersubirats

xsubirats@amsel.es

This document may not be reproduced either in whole,or in part, without the written permission of the authors and IBCS

International Business Communication Standards (IBCS®)

www.ibcs-a.org

Los estándares internacionales IBCS –

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Madrid

23 de noviembre 2017

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SUCCESSFUL REPORTS AND PRESENTATIONSIBCS® WITH SUCCESS

Find dates and locations on

www.hichert.com/seminar

Other Samples

Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)

Software and Service GroupProfit and loss statement in mEUR

2014, 2015 and ΔPY, ΔPY%

IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST

713

72

22

6

45

43

73

344

11

76

56

78

132

89

813

293

409

277

188

2014

565 752

+183

+18

+59

+35

+43

+51

+74

+10

-12

-28

-16

-7

-21

-34

+248

+187

+33

+36

+57

+91

+26

+25

+10

+67

+95

+23

-55

+983

-62

+391

-29

-10

-16

-38

+31

+33

+11

+9

+21

+48

896

90

10

65

17

53

66

379

54

127

40

152

111

55

1 061

326

445

334

279

►

►

Licences

Consulting

Maintenance

Other revenue

Other op. income

Purchases

Material expenses

Personnel expenses

Amortization

Other op. expenses

Investment income

Financial income, net

Income tax

Profit to other interests

Sales revenue

Operating expenses

Operating result

Result before tax

Result after tax

Group result

2015 ΔPY ΔPY%

2015-05-28_rh Copyright 2015 HICHERT+FAISST

Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)

Software and Service GroupProfit and loss statement in mEUR

2014, 2015 and ΔPY, ΔPY%

IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST

713

72

22

6

45

43

73

344

11

76

56

78

132

89

813

293

409

277

188

2014

565 752

+183

+18

+59

+35

+43

+51

+74

+10

-12

-28

-16

-7

-21

-34

+248

+187

+33

+36

+57

+91

+26

+25

+10

+67

+95

+23

-55

+983

-62

+391

-29

-10

-16

-38

+31

+33

+11

+9

+21

+48

896

90

10

65

17

53

66

379

54

127

40

152

111

55

1 061

326

445

334

279

►

►

Licences

Consulting

Maintenance

Other revenue

Other op. income

Purchases

Material expenses

Personnel expenses

Amortization

Other op. expenses

Investment income

Financial income, net

Income tax

Profit to other interests

Sales revenue

Operating expenses

Operating result

Result before tax

Result after tax

Group result

2015 ΔPY ΔPY%

2015-05-28_rh Copyright 2015 HICHERT+FAISST

Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)

Software and Service GroupProfit and loss statement in mEUR

2014, 2015 and ΔPY, ΔPY%

IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST

713

72

22

6

45

43

73

344

11

76

56

78

132

89

813

293

409

277

188

2014

565 752

+183

+18

+59

+35

+43

+51

+74

+10

-12

-28

-16

-7

-21

-34

+248

+187

+33

+36

+57

+91

+26

+25

+10

+67

+95

+23

-55

+983

-62

+391

-29

-10

-16

-38

+31

+33

+11

+9

+21

+48

896

90

10

65

17

53

66

379

54

127

40

152

111

55

1 061

326

445

334

279

►

►

Licences

Consulting

Maintenance

Other revenue

Other op. income

Purchases

Material expenses

Personnel expenses

Amortization

Other op. expenses

Investment income

Financial income, net

Income tax

Profit to other interests

Sales revenue

Operating expenses

Operating result

Result before tax

Result after tax

Group result

2015 ΔPY ΔPY%

2015-05-28_rh Copyright 2015 HICHERT+FAISST

Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)

Software and Service GroupProfit and loss statement in mEUR

2014, 2015 and ΔPY, ΔPY%

IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST

713

72

22

6

45

43

73

344

11

76

56

78

132

89

813

293

409

277

188

2014

565 752

+183

+18

+59

+35

+43

+51

+74

+10

-12

-28

-16

-7

-21

-34

+248

+187

+33

+36

+57

+91

+26

+25

+10

+67

+95

+23

-55

+983

-62

+391

-29

-10

-16

-38

+31

+33

+11

+9

+21

+48

896

90

10

65

17

53

66

379

54

127

40

152

111

55

1 061

326

445

334

279

►

►

Licences

Consulting

Maintenance

Other revenue

Other op. income

Purchases

Material expenses

Personnel expenses

Amortization

Other op. expenses

Investment income

Financial income, net

Income tax

Profit to other interests

Sales revenue

Operating expenses

Operating result

Result before tax

Result after tax

Group result

2015 ΔPY ΔPY%

2015-05-28_rh Copyright 2015 HICHERT+FAISST

Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)

Software and Service GroupProfit and loss statement in mEUR

2014, 2015 and ΔPY, ΔPY%

IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST

713

72

22

6

45

43

73

344

11

76

56

78

132

89

813

293

409

277

188

2014

565 752

+183

+18

+59

+35

+43

+51

+74

+10

-12

-28

-16

-7

-21

-34

+248

+187

+33

+36

+57

+91

+26

+25

+10

+67

+95

+23

-55

+983

-62

+391

-29

-10

-16

-38

+31

+33

+11

+9

+21

+48

896

90

10

65

17

53

66

379

54

127

40

152

111

55

1 061

326

445

334

279

►

►

Licences

Consulting

Maintenance

Other revenue

Other op. income

Purchases

Material expenses

Personnel expenses

Amortization

Other op. expenses

Investment income

Financial income, net

Income tax

Profit to other interests

Sales revenue

Operating expenses

Operating result

Result before tax

Result after tax

Group result

2015 ΔPY ΔPY%

2015-05-28_rh Copyright 2015 HICHERT+FAISST

Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)

Software and Service GroupProfit and loss statement in mEUR

2014, 2015 and ΔPY, ΔPY%

IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST

713

72

22

6

45

43

73

344

11

76

56

78

132

89

813

293

409

277

188

2014

565 752

+183

+18

+59

+35

+43

+51

+74

+10

-12

-28

-16

-7

-21

-34

+248

+187

+33

+36

+57

+91

+26

+25

+10

+67

+95

+23

-55

+983

-62

+391

-29

-10

-16

-38

+31

+33

+11

+9

+21

+48

896

90

10

65

17

53

66

379

54

127

40

152

111

55

1 061

326

445

334

279

►

►

Licences

Consulting

Maintenance

Other revenue

Other op. income

Purchases

Material expenses

Personnel expenses

Amortization

Other op. expenses

Investment income

Financial income, net

Income tax

Profit to other interests

Sales revenue

Operating expenses

Operating result

Result before tax

Result after tax

Group result

2015 ΔPY ΔPY%

2015-05-28_rh Copyright 2015 HICHERT+FAISST

Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)

Software and Service GroupProfit and loss statement in mEUR

2014, 2015 and ΔPY, ΔPY%

IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST

713

72

22

6

45

43

73

344

11

76

56

78

132

89

813

293

409

277

188

2014

565 752

+183

+18

+59

+35

+43

+51

+74

+10

-12

-28

-16

-7

-21

-34

+248

+187

+33

+36

+57

+91

+26

+25

+10

+67

+95

+23

-55

+983

-62

+391

-29

-10

-16

-38

+31

+33

+11

+9

+21

+48

896

90

10

65

17

53

66

379

54

127

40

152

111

55

1 061

326

445

334

279

►

►

Licences

Consulting

Maintenance

Other revenue

Other op. income

Purchases

Material expenses

Personnel expenses

Amortization

Other op. expenses

Investment income

Financial income, net

Income tax

Profit to other interests

Sales revenue

Operating expenses

Operating result

Result before tax

Result after tax

Group result

2015 ΔPY ΔPY%

2015-05-28_rh Copyright 2015 HICHERT+FAISST

Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)

Software and Service GroupProfit and loss statement in mEUR

2014, 2015 and ΔPY, ΔPY%

IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST

713

72

22

6

45

43

73

344

11

76

56

78

132

89

813

293

409

277

188

2014

565 752

+183

+18

+59

+35

+43

+51

+74

+10

-12

-28

-16

-7

-21

-34

+248

+187

+33

+36

+57

+91

+26

+25

+10

+67

+95

+23

-55

+983

-62

+391

-29

-10

-16

-38

+31

+33

+11

+9

+21

+48

896

90

10

65

17

53

66

379

54

127

40

152

111

55

1 061

326

445

334

279

►

►

Licences

Consulting

Maintenance

Other revenue

Other op. income

Purchases

Material expenses

Personnel expenses

Amortization

Other op. expenses

Investment income

Financial income, net

Income tax

Profit to other interests

Sales revenue

Operating expenses

Operating result

Result before tax

Result after tax

Group result

2015 ΔPY ΔPY%

2015-05-28_rh Copyright 2015 HICHERT+FAISST

Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)

Software and Service GroupProfit and loss statement in mEUR

2014, 2015 and ΔPY, ΔPY%

IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST

713

72

22

6

45

43

73

344

11

76

56

78

132

89

813

293

409

277

188

2014

565 752

+183

+18

+59

+35

+43

+51

+74

+10

-12

-28

-16

-7

-21

-34

+248

+187

+33

+36

+57

+91

+26

+25

+10

+67

+95

+23

-55

+983

-62

+391

-29

-10

-16

-38

+31

+33

+11

+9

+21

+48

896

90

10

65

17

53

66

379

54

127

40

152

111

55

1 061

326

445

334

279

►

►

Licences

Consulting

Maintenance

Other revenue

Other op. income

Purchases

Material expenses

Personnel expenses

Amortization

Other op. expenses

Investment income

Financial income, net

Income tax

Profit to other interests

Sales revenue

Operating expenses

Operating result

Result before tax

Result after tax

Group result

2015 ΔPY ΔPY%

2015-05-28_rh Copyright 2015 HICHERT+FAISST

Purchases 2015: mEUR 379 clita kasd gubergren, no sea

takimata asdfa cumqum

Licences 2014: mEUR 896 Lorem ipsum dolor sit amet,

consetetur et ea rebum asdf asdfasdf

Other op. expenses: mEUR 152 ay eirmod tempor invidunt

ut uo dolores asdf werwed ds

Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)

Software and Service GroupProfit and loss statement in mEUR

2014, 2015 and ΔPY, ΔPY%

IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST

713

72

22

6

45

43

73

344

11

76

56

78

132

89

813

293

409

277

188

2014

565 752

+183

+18

+59

+35

+43

+51

+74

+10

-12

-28

-16

-7

-21

-34

+248

+187

+33

+36

+57

+91

+26

+25

+10

+67

+95

+23

-55

+983

-62

+391

-29

-10

-16

-38

+31

+33

+11

+9

+21

+48

896

90

10

65

17

53

66

379

54

127

40

152

111

55

1 061

326

445

334

279

►

►

Licences

Consulting

Maintenance

Other revenue

Other op. income

Purchases

Material expenses

Personnel expenses

Amortization

Other op. expenses

Investment income

Financial income, net

Income tax

Profit to other interests

Sales revenue

Operating expenses

Operating result

Result before tax

Result after tax

Group result

2015 ΔPY ΔPY%

2015-05-28_rh Copyright 2015 HICHERT+FAISST

Purchases 2015: mEUR 379 clita kasd gubergren, no sea

takimata asdfa cumqum

Licences 2014: mEUR 896 Lorem ipsum dolor sit amet,

consetetur et ea rebum asdf asdfasdf

Other op. expenses: mEUR 152 ay eirmod tempor invidunt

ut uo dolores asdf werwed ds

1 2 3

Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)

Software and Service GroupProfit and loss statement in mEUR

2014, 2015 and ΔPY, ΔPY%

IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST

713

72

22

6

45

43

73

344

11

76

56

78

132

89

813

293

409

277

188

2014

565 752

+183

+18

+59

+35

+43

+51

+74

+10

-12

-28

-16

-7

-21

-34

+248

+187

+33

+36

+57

+91

+26

+25

+10

+67

+95

+23

-55

+983

-62

+391

-29

-10

-16

-38

+31

+33

+11

+9

+21

+48

896

90

10

65

17

53

66

379

54

127

40

152

111

55

1 061

326

445

334

279

►

►

Licences

Consulting

Maintenance

Other revenue

Other op. income

Purchases

Material expenses

Personnel expenses

Amortization

Other op. expenses

Investment income

Financial income, net

Income tax

Profit to other interests

Sales revenue

Operating expenses

Operating result

Result before tax

Result after tax

Group result

2015 ΔPY ΔPY%

2015-05-28_rh Copyright 2015 HICHERT+FAISST

Purchases 2015: mEUR 379 clita kasd gubergren, no sea

takimata asdfa cumqum

Licences 2014: mEUR 896 Lorem ipsum dolor sit amet,

consetetur et ea rebum asdf asdfasdf

Other op. expenses: mEUR 152 ay eirmod tempor invidunt

ut uo dolores asdf werwed ds

1 2 3

2

1

3

Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)

Software and Service GroupProfit and loss statement in mEUR

2014, 2015 and ΔPY, ΔPY%

IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST

713

72

22

6

45

43

73

344

11

76

56

78

132

89

813

293

409

277

188

2014

565 752

+183

+18

+59

+35

+43

+51

+74

+10

-12

-28

-16

-7

-21

-34

+248

+187

+33

+36

+57

+91

+26

+25

+10

+67

+95

+23

-55

+983

-62

+391

-29

-10

-16

-38

+31

+33

+11

+9

+21

+48

896

90

10

65

17

53

66

379

54

127

40

152

111

55

1 061

326

445

334

279

►

►

Licences

Consulting

Maintenance

Other revenue

Other op. income

Purchases

Material expenses

Personnel expenses

Amortization

Other op. expenses

Investment income

Financial income, net

Income tax

Profit to other interests

Sales revenue

Operating expenses

Operating result

Result before tax

Result after tax

Group result

2015 ΔPY ΔPY%

2015-05-28_rh Copyright 2015 HICHERT+FAISST

Purchases 2015: mEUR 379 clita kasd gubergren, no sea

takimata asdfa cumqum

Licences 2014: mEUR 896 Lorem ipsum dolor sit amet,

consetetur et ea rebum asdf asdfasdf

Other op. expenses: mEUR 152 ay eirmod tempor invidunt

ut uo dolores asdf werwed ds

1 2 3

2

1

3

Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)

Software and Service GroupProfit and loss statement in mEUR

2014, 2015 and ΔPY, ΔPY%

IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST

713

72

22

6

45

43

73

344

11

76

56

78

132

89

813

293

409

277

188

2014

565 752

+183

+18

+59

+35

+43

+51

+74

+10

-12

-28

-16

-7

-21

-34

+248

+187

+33

+36

+57

+91

+26

+25

+10

+67

+95

+23

-55

+983

-62

+391

-29

-10

-16

-38

+31

+33

+11

+9

+21

+48

896

90

10

65

17

53

66

379

54

127

40

152

111

55

1 061

326

445

334

279

►

►

Licences

Consulting

Maintenance

Other revenue

Other op. income

Purchases

Material expenses

Personnel expenses

Amortization

Other op. expenses

Investment income

Financial income, net

Income tax

Profit to other interests

Sales revenue

Operating expenses

Operating result

Result before tax

Result after tax

Group result

2015 ΔPY ΔPY%

2015-05-28_rh Copyright 2015 HICHERT+FAISST

Purchases 2015: mEUR 379 clita kasd gubergren, no sea

takimata asdfa cumqum

Licences 2014: mEUR 896 Lorem ipsum dolor sit amet,

consetetur et ea rebum asdf asdfasdf

Other op. expenses: mEUR 152 ay eirmod tempor invidunt

ut uo dolores asdf werwed ds

1 2 3

2

1

3