Construyendo Un Dashboard Para Gestión

How to Build a Management Dashboard with SharePoint
Dux Raymond Sy, PMP

Presentation Objectives
  After completing this presentation, you will learn how

SharePoint can be leveraged to builda management dashboard by:
  Displaying relevant reports with custom views   Developing visually relevant key performance indicators (KPI) using out of the box tools and/or third party products  Automate status reporting with SharePoint alerts

Dux Raymond Sy, PMP
  Managing Partner, Innovative-E, Inc.   Author, “SharePoint for Project Management” by O’Reilly Media   Contract Author &Instructor, Learning Tree International   For more information, connect with Dux   E-Mail: dux.sy@innovative-e.com   LinkedIn: meetdux.com/li   Blog: meetdux.com   Twitter: twitter.com/meetduxAgenda
  What is a Management Dashboard?   Identify Metrics   Create SharePoint Lists   Displaying Visual Indicators with Web Parts   Automated Notification with Alerts   Questions andAnswers

Management Dashboard
  A management reporting tool that is used to   Provide interactive summary of a management report   Consolidates, aggregates, and arranges measurements in a visualrepresentation   Displayed on a single screen so information can be monitored at a glance

Why SharePoint?
  Built-in capabilities to easily create dashboards

Examples: Recovery.gov + VDOT4 Steps to Create a Dashboard in SharePoint
1.  Identify Metrics 2.  Create SharePoint Lists 3.  Deploy Visual Indicators with Web Parts 4.  Automate Notification with Alerts

Agenda
  What is aManagement Dashboard?   Identify Metrics   Create SharePoint Lists   Displaying Visual Indicators with Web Parts   Automated Notification with Alerts   Questions and Answers

#1: Identifywhat you want to measure
  What critical elements of your organization do you measure?   Schedule   Budget   Risks   Performance   _______________________

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