Management dashboard
What was their question?
Laan 35 is an organization that provides technical HOA management by making multi-year maintenance plans (MJOP). They do this with multiple employees for different HOA’s. The owner of Laan 35 works with various systems for accounting and operational activities. He asked DATA KINGDOM to combine all relevant information in a dashboard. He would like to be able to predict, based on the current situation, what the future will bring him in terms of finances, but also for his personnel planning.
What are we looking at?
Data from:
- Quickstart
Operational self-built system
For example:
- Turnover this year compared to last year
- Margin per employee
- Expected revenue based on different scenarios
- Number of hours spent per activity
- Number of hours outside the project budget
What have we learned from this project?
In this project, the owner had the desire to predict certain things. However, this was not possible because certain variables required for this prediction were not present. We have learned that it is important to identify these variables in advance in order to communicate in a timely manner what is and what is not possible. We can make you king of your data, but we cannot predict the future.
How do we work?
To ensure that your finance dashboard perfectly aligns with the needs of your organization, we follow a meticulous process:
Data Strategy Session: In this session, we primarily gather information—what is the company’s strategy, is there a data strategy, what are the key KPIs and their definitions? What sources are available? Together, we discuss the design preferences for the dashboard.
Inspiration Session: Using the input from the Data Strategy session, we develop an inspiration dashboard using dummy data. In the inspiration session, we present the dashboard and further refine the requirements and definitions established during the Data Strategy session.
Implementation: Next, we work on connecting data sources (source systems, databases, Excel, APIs), modeling, visualization, setting up governance, and training. Most importantly, we ensure that data-driven work is embraced throughout the organization. Below, you can see a detailed breakdown of how we approach each phase.
