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
About the Author
Datos Insights
We are the advisor of choice to the banking, insurance, securities, and retail technology industries–both the financial institutions and the technology providers who serve them. The Datos Insights mission is to help our clients make better technology decisions so they can protect and grow their customers’ assets.