Performance dashboard/Metric setup

I am working on creating a performance dashboard and need some help with metric configuration.  I want to have the information drill-down the from institution to the metric level.  

I want to show performance based on:
- metrics %
- provider/metrics %
- department/metrics %
- institution/metrics %

Ie:
company
-department
--provider
--metric

Note:
- there are 18 (--metric) that role up to each provider as (%)
- 8 departments
- with ~ 50 providers

Application I am looking to use; excel, crystal dashboards , tableau.
Eric LoveConsultantAsked:
Who is Participating?
I wear a lot of hats...

"The solutions and answers provided on Experts Exchange have been extremely helpful to me over the last few years. I wear a lot of hats - Developer, Database Administrator, Help Desk, etc., so I know a lot of things but not a lot about one thing. Experts Exchange gives me answers from people who do know a lot about one thing, in a easy to use platform." -Todd S.

Danny ChildIT ManagerCommented:
sounds like you're focusing on how to achieve the drill-down, is that right?

... and that sounds like a lot of data...
- there are 18 (--metric) that role up to each provider as (%)
- 8 departments
- with ~ 50 providers


You may want to also look at this from a different angle:
http://staceybarr.com/measure-up/21-measuring-for-collaboration-not-competition/
http://staceybarr.com/questions/howtogetstarted/

My perspective on this would be to start small, with a known-troublesome area, and allow the metrics to define the issue, and then to show improvements after fixes were applied.  Hopefully, that would allow the management to give further resources to the remedies, and for the staff to see that their jobs got easier and more satisfying.  

I think your top-down approach may have trouble gaining traction unless it's already very embedded as a practice.
0

Experts Exchange Solution brought to you by

Your issues matter to us.

Facing a tech roadblock? Get the help and guidance you need from experienced professionals who care. Ask your question anytime, anywhere, with no hassle.

Start your 7-day free trial
Eric LoveConsultantAuthor Commented:
DanCH99,

Thanks for your response. I think your correct about starting small and there is a lot of data to be considered.  This type of tracking is something new.  Would you have any insight on method to summarize the %'s across the groups or convert to somthing else?

Thanks.
0
Danny ChildIT ManagerCommented:
I'd start with Stacey's site above, and go from there.  
The biggest hurdle to cross is in people's heads - the key message to convey is that this is a) to help them get rid of the annoyances in their working lives, and b) to let them demonstrate that they're doing a good job (or at least getting better when dealing with tough jobs!).

There's a natural tendency to want a whizzy dashboard with overviews of everything, but I think it misses the point, especially in the early days.  

Let the metrics define the problem.  Let the users come up with solutions, and let the resulting metrics after that show the improvements.  But get as FEW as possible.
0
It's more than this solution.Get answers and train to solve all your tech problems - anytime, anywhere.Try it for free Edge Out The Competitionfor your dream job with proven skills and certifications.Get started today Stand Outas the employee with proven skills.Start learning today for free Move Your Career Forwardwith certification training in the latest technologies.Start your trial today
Miscellaneous

From novice to tech pro — start learning today.

Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.