Dashboard Design

A local operation team of a multinational financial institution

Customer's regional office created regional dashboards with Qlik Sense for different markets.  Our customer, the Hong Kong Head of Operations find the dashboard very useful and want to further localize it by leveraging the existing Qilk Sense licenses.  However, customer has no expertise in Hong Kong while engaging the vendor through regional office is not cost effective as they are based in Australia.

Our expertise in report automation and Qlik Sense played a role.

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Connecting data to its context is the key element in dashboard design.  We took following steps to build solutions for the customer:

• Identified KPIs in each dashboard

• Designed wireframes and reviewed with stakeholders to illustrate how data insights are visualized

• Designed the Data Extraction Flow and implemented the data feeds with customer's IT team

• Sent our developers onsite to work with customer's project team to protect data security

• Created dashboard with visualized local data insights to augment the regional dashboard for better and faster decision making

• Measured business performance more timely to facilitate ongoing operation improvement