Simplifying Data

An interactive dashboard for managers

 Overview

Simplicity is a data analysis startup that focuses on handling row data, simplifying it and working with product portfolio managers to make managing their portfolio easier and more efficient.

I’m helping them build an online dashboard that’ll cut cost/ time for their clients.

Team-Solo project I Time-1 week sprint, October 2020

Who is our user

The product portfolio manager role usually falls under the R&D department in bigger companies. It’s a practice designed to manage all aspects of the products your company sells. This involves evaluating:

  • Their performanceIdentifying risks and opportunities

  • Prioritizing high-value products

  • Optimizing resource allocation across the portfolio

This practice aligns the product portfolio with business strategies to achieve target revenue and profitability.

Knowing the problem before we start

As of this moment there’s no live interactive dashboard for the portfolio managers to work with. It all has to go through the data analysis people and the tools they use which can be a bit complicated.

Our aim

The dashboard that we’re building would help the portfolio managers to have easier/ quicker access to their data without having to reach out to the data analysis specialist every time a number changes or an update is required. This translates into time & cost savings that also leads to better decisions when they have few less things to worry about.

Persona

Placeholder 

Setting tasks

Dashboard will be segmented into 2 phases

Phase 2:

  • Scenario optimization

  • Introducing machine learning to sort through products

  • Responsive design

Phase 1:

  • Performance page (KPIs)

  • Project prioritization recommendations 

What KPIs should we consider

There are some industry standards KPIs that are usually broken into

  • High level metrics (usually shows broader picture and overall numbers)

  • Pipeline value (Shows detailed numbers i.e growth contribution & probability of success)

  • Pipeline quality (shows balance-sustainability growth margin)

We got a list of the most used KPIs & filters by their team to start listing it accordingly 

What else is out there

Placeholder for comparative & competitive analysis