Here's how you can effectively present BI data to your boss for decision-making.

Connecting with the audience is probably the single most important aspect of BI presentation. It always pays to do research beforehand to understand who's going to be in the room and what their objectives are. This allows you to tailor the superficial items out of your presentations and make them much more straightforward. This goes a long way in making your reports stand out as actionable pieces of content for your audience, as opposed to just numbers on a screen.

A principal boa prática, na minha opinião, é evitar suspenses e gerenciar ansiedade: sempre buscar apresentar as principais conclusões no início da apresentação. O público deve saber quais são os principais insights nos primeiros minutos da apresentação e depois decidir se quer saber mais detalhes e se aprofundar.

Understanding your audience, particularly your boss, is essential for effectively communicating data insights. Here’s how to tailor your approach: Understand Your Audience: Prioritize understanding your boss's priorities, knowledge level, and communication style. Tailor Your Message: Align your presentation to their preferences, emphasizing clarity, brevity, and relevance to their goals. Use Clear Language: Communicate using familiar terms and avoid technical jargon unless they are well-versed in it. Highlight Relevance: Emphasize how the data insights directly impact their priorities and contribute to achieving their objectives.

Knowing your audience is crucial when presenting BI data to your boss. Tailoring the presentation to their preferences, whether they're detail-oriented or prefer high-level insights, can make all the difference in how your insights are received and acted upon. Understanding their priorities and what drives their decision-making ensures your presentation is not just informative but truly impactful.

Every. Single. Presentation. Must. Connect. To. Metrics. Metrics are the key driver of value for the work we do. The OKRs, KPIs and KRIs, are the business's key and committed channels of value and every unit of work to run or change the business should improve one or many of these metrics. When presenting data or findings, the impact of the action items recommended should be in the form of a key metric improving by a specific amount. Treat the meeting as a session to test and debate the proposed hypothesis and its impacts. At the end of the meeting the action items will either be next steps to execute and achieve the intended impact or next steps to reevaluate the hypothesis and conclusions.

Metrics are the facts that relate to the actions that are taken by business to drive the company forward. For example, say you are working in a BPO, and are tracking the number of issues resolved per day as a key metric. If you are only looking at a number as a whole and it is increasing m-o-m, it might look like the BPO is doing well. However, if you do not take into account , issues resolved per employee, it might not give you the correct picture. Hence selecting a set of KPI's that complement each other is key to understand the business actions.

Como saber se meus resultados são bons ou ruins? Trabalhar com metas claras, bem construídas e bem divulgadas na companhia é a resposta mais valiosa que posso te dar. Um antigo chefe me falou uma vez e nunca mais esqueci: "Precisamos bater nossa meta dia após dia, para assim bater a meta do mês e assim atingir nosso objetivo do ano." As métricas de sucesso de cada área normalmente são muito diferentes: posso estar falando de vendas, margem, taxa de conversão, frequência, recorrência, quantidade de contatos no SAC, mas uma coisa é certa: Estamos sempre buscando ser melhores do que em dado período comparável.

Complemente las métricas con análisis cualitativo, no hay inteligencia en el BI que solo presenta datos e índices; de lo contrario seríamos reemplazados por la IA. La experiencia es valiosa en la medida que nos brinda elementos para comprender las métricas y las relaciones entre ellas.

Visual communication should drive impact and action at a glance. Every drop of ink on the page/screen should communicate information. Every graph should communicate an insight. Every page/dashboard should communicate a conclusion and action plan. In the context of a presentation, optimize for narrative where the subject is introduced, the problem is clear, and the context is established. This visualization should ignite discussion about the options and which to choose. Key guidelines: -Use color intentionally (no more than 3-4) color should drive action/focus, not classification -Make the presentation printable - one page, use words, black/white friendly -The visual should communicate independently, no verbal context required

As a Business Analyst, I emphasize the importance of clean, accurate visuals. Bar charts and line graphs are essential for comparing data and spotting trends. Use color sparingly (no more that 3 colors) to highlight key points without clutter. Effective data visualization drives better decision-making

Visualizing data is crucial when presenting BI insights to your boss. Clear, concise visualizations can instantly communicate trends, outliers, and key metrics, making complex information more digestible and actionable. Whether it's through charts, graphs, or interactive dashboards, choosing the right visuals ensures that your boss can quickly grasp the story behind the data and make informed decisions.

Once a course of action is chosen, the last remaining question is: do we have the resources necessary to execute, and if we don't, how can we get them? The insights alone may be interesting, but the plan of action will drive meaningful change. This is where we literally put money where our mouth is. What are the options to prioritize and fund the chosen course of action? If resources are fixed, this may mean deprioritizing other initiatives to find this initiative, or perhaps deprioritizing this initiative until a later date. If resources are not fixed, this may mean getting funding from other areas of the business or external investors/stakeholders.

To effectively present BI data to your boss, focus on clarity and relevance. Use visual aids like charts and graphs to highlight key trends and insights. Provide a concise narrative that aligns with business objectives and addresses specific decision-making needs. Summarize the main points, anticipate questions, and be prepared with actionable recommendations.