A manager says, 'We need a new dashboard.' How do you find out whether a dashboard is the answer?
What they're testing: Getting from a requested solution to the underlying need before designing anything.
Show a strong answer to: A manager says, 'We need a new dashboard.' How do you find out whether a dashboard is the answer?
Treat the dashboard as a suggestion, not a requirement. I would ask what decision it should help with, who makes it, what they use now and what goes wrong. Often the need is a decision or a report, and I would test whether a dashboard is the cheapest way to meet it.
An operations manager asked me for a dashboard of daily call volumes. Instead of starting to design, I asked what she did with call volumes now. She said she rang the team leaders each morning to decide how many staff to move to the phones. I shadowed her for two mornings and found the real problem: the data she needed was in three systems and by the time she had assembled it, the day had started. I asked how often she wanted the information, who else needed it and what she would do differently if she saw it earlier. We agreed the need was a morning view of expected volumes against available staff. I proposed a simple scheduled report first, as it could be built in a week, and a dashboard later if the report proved its value. She agreed, and the report cut her morning routine from forty minutes to ten.
Your answer will be different. Say yours out loud and see what it's missing.
