Creating a dashboard is a lot like online dating. This might seem like a farfetched statement but when you think about it for a moment there are a number of similarities between them:
1. Finding the needs of the stakeholders
In the case of online dating this is you. You need to understand what it is that you are looking for. What do you expect out of a relationship? One rule you can borrow from sales 101 is to ask yourself "why" until you can no longer provide an answer to it. By examining and uncovering what it is that you truly need, the process of finding someone to fulfill that becomes much easier.
This process also holds true to building a dashboard, whether the stakeholder is you personally or an entire department. You need to discover what people are trying to solve or change with dashboards, what they need to get out of a dashboard solution. You can use the "why" exercise for this as well. Once you find out the root factors that are driving the dashboard initiative, the process of building it becomes that much easier.
2. Making a connection
Online dating, or dating in general, is all about making those connections right? You need to filter through a number of people, try to reach out in creative ways, and at the same time not come off as creepy (you know that guy/girl, don’t be that guy/girl). Eventually you establish some communication with a handful of people, or maybe even just one, and begin to build a connection.
The same is true for dashboards. You need to ensure that you can connect to your data sources before building out a dashboard. In some cases the data may not be that “clean” meaning it has not been stored in a way that allows you to easily pull the information. A simple example of this would be an excel spread sheet that has no data in certain fields, or where columns/rows change the type of information they contain. Like online dating, you might have to sort through a bunch of crap before you are able to build that connection.
3. Choosing your key performance indicators (KPIs)
Yes this is a dashboard term, and it might seem laughable, but it is needed. In order to determine whether or not you can have a successful relationship with someone, you need to have that "check list" right? When going on a date, or even when talking to someone online, you should have a set of measures based on what you determined in the first point, your needs. If those needs involve marriage, kids, and wilderness excursions then perhaps the career focused, technology dependent person whose longest relationship is a couple of weeks, isn’t going to the be the best match. If your needs involve getting attention more than giving it, you might want to be wary of how many times the person talks about themselves vs. asks about you.
A must in dashboards. You know what is needed out of a dashboard for your stakeholders, and this makes it easier to choose the key performance indicators (KPIs) or measures that you are going to visualize, but it doesn’t make it instantaneous. Based on the data that you have access to you can determine what measures will best help your stakeholder(s) achieve their goals from the dashboard. For example; if the need is to save money you might want to use KPIs that would allow the stakeholder(s) to spot operational efficiencies, redundancies, and monitor savings.
4. Selecting your visuals
No, this doesn’t have to do with visual appearance, you should have been able to address that with the first point. This has to do with selecting the right person, or people, who would help you realize your goal or needs. Selecting the right person is critical to the success of any relationship, even one that is platonic.
Selecting the right visuals is also critical to the success of any dashboard. You need to be able to display the information in the most effective way possible to the viewer. The purpose of a dashboard is to provide information at glance that enables the users to take action. If the information is not presented in the most concise and efficient way possible, you increase the amount of time it takes to glean actionable insight from the dashboard, and detract from meeting the needs of your stakeholders.
For online dating this should be self-explanatory. Every relationship requires work, some more than others, in order to be successful. You need to communicate and check in to ensure that you’re on the same page, that you’re still on course and meeting your needs.
Just as every relationship requires maintenance so too does every dashboard. The needs of the stakeholder(s) can change over time and you need to update your dashboard accordingly. This is also true of online dating. Ideally ones needs won’t change but in reality they do and you need to adjust accordingly.
While the notion of building dashboards being like online dating is “out there” the truth is they are more similar than you might first believe.
Are there any other ways you think building out dashboards is like online dating? Have any other comparisons to make? Let us know.