Executive Dashboards and Reporting: Planning and Deployment


April 2019 – A data and analytics platform is an important and complex investment for a company. There are numerous necessary considerations—from business cases to data infrastructure to security. Dashboards and reports are the main elements that business executives and stakeholders will consider as they evaluate the investment.

This checklist is designed to help insurer technology leaders ensure that dashboards and reports deliver a delightful user experience, ensure wide adoption, improve business results, and gain continuous support of the platform.

The Checklist

Find the right team

  • Engage users of all levels
  • Plan for multiple phases
  • Track usage and report the findings to business partners
  • Ensure data quality and timeliness
  • Focus on creating a wow factor
  • Understand the needs of different user types
  • Consider revenue and expense when developing business cases

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