Management Dashboards
What You Really Wanted to Known about Dashboards....Before Someone Asks You to be the Expert!
Today’s organizations have access to an ever growing depth of information. Using that information in a meaningful way is often hard, almost impossible. While new organizations, built from the ground up in the last few years, can more often get to key information, established companies often suffer from data in silos, legacy systems, multiple data sources, and outdated reporting tools. Management frequently turns to the CFO to find the key data and put it together for management review. While this can be a daunting task for a single decision, the real issue is how to have such real-time data available in a form that management can use it for ongoing decisions. The CFO and Finance department are often expected to be the experts in getting to this information.
During the meeting, Rick and Richard will provide an understanding of what can be done and show examples of different types of dashboard reporting. The session will cover:
- Basics about dashboards – what you need to know to start becoming the corporate expert
- Key questions and consideration when starting a project to provide management with dashboard style reporting
- Live examples of how different functions can work
- Landmines to avoid
- How to succeed with minimal IT involvement… and why this is critical to your project and you!
- Issues about adoption by users
The meeting will be highly interactive, focusing on the areas of main interest to the group. Bring your questions and areas of interest to improve the process of running departments, divisions and companies.
Our Meeting Sponsor
*** As usual we will have coffee, bagels and cream cheese for all attendees. Thanks to our sponsor for this meeting, our very own Teddy Feliciano of Northwestern Mutual Financial Network, for providing breakfast for our meeting. ***
CPE
We offer the documentation for Continuing Professional Education (CPE) credits for our speaker presentations. For those members interested in this, you may complete the appropriate forms, which we'll have available at the meeting, for 1.0 hours of CPE credit.
Speakers Chair
Thank you again to our colleague and Speakers Chair, Teddy Feliciano, for her work coordinating the arrangements for the excellent speaker at this and all of our monthly meetings.***
Speaker
Rick Mortensen, CEO and Richard Kullman, Vice President, MarvelIT
About Rick Mortensen, CEO and Richard Kullman, Vice President, MarvelIT
Rick Mortensen is CEO, Founder and Chief Technology Officer of MarvelIT. As the founder and primary developer behind MarvelIT, Rick brings over 25 years of technical leadership, project management and development of complex operating and business intelligence systems to clients. He has built the operating and data warehouse systems for three venture backed startup companies. As both a financially grounded CPA and a technical guru, his strength comes from the unique ability to lead technical teams and perform development tasks while maintaining a firm focus on the overall business objectives. Rick has worked in and consulted for some of the world’s largest companies.
Richard Kullman is VP & Chief Business Officer of MarvelIT. Rich is a key driving force for MarvelIT. His business, operations, marketing and technical skills are concentrated on making sure that each project or application brings added value to the business proposition of our clients. His understanding of the business, technical and process implementation challenges involved in leading edge applications keeps the team on target with client expectations. Rich also handles new business development and the structuring of new implementations and projects.
Rich is also Principal of Raintree Group, a business planning and operational consultancy focused on marketing, sales, business development, CRM, and process/productivity improvement. He develops and implements plans for established companies and start-ups in consumer products, service companies and high-tech plus provides interim management for client companies on a contract basis as needed.