A dashboard for industrial automation
PQH Holding SA wanted to create a financial monitoring service to better manage the group's financial movements and business results. The project was initiated with CETEC, a subsidiary dedicated to building automation, as a pilot project before a broader rollout across the group.
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In a few figures...
8
8 branches to address in the long term
The dashboard designed for CETEC was intended to become a reusable model for all the group's subsidiaries.
2weeks
JEMS delivered a first prototype in two weeks, followed by the full Power BI report in two months, following a Lean approach focused on speed and efficiency.
3
Power BI views
The report has been structured around three views to clearly address COMEX's expectations for indicators and functionalities.
The project
Our approach
JEMS combined a DataViz and UX approach to design a more useful, readable, and rapidly deployable steering tool. The project began with an audit of existing Excel reports and discussions with the executive committee, followed by a scoping phase with end-users to design a Power BI dashboard suited to their needs and simple enough to be duplicated for other subsidiaries.
The diagnosis
PQH had existing reports in Excel, but required a more robust, legible management tool that was better aligned with the expectations of the executive committee. Beyond visualisation performance, the project also had to meet a strict requirement for speed of deployment and prepare for a group-wide duplication strategy. Therefore, a dashboard needed to be created that was both useful for CETEC, simple to use, and sufficiently structured to serve as a basis for other subsidiaries.
The key deliverables
- Review of existing reports and gathering of COMEX expectations
- User interviews and user story creation
- Creating personas to better define end-user scenarios
- Facilitation of two sketching workshops with the Product Owner and users
- Wireframe design for the dashboard
- Creating a prototype integrating the graphic charter in Power BI
- Delivery of a structured report in three views under Power BI
- Support for getting started to facilitate duplication by other subsidiaries
How can PQH create a Replicable financial dashboard To better manage its subsidiaries?
The benefits
More readable control
The new dashboard allows for a clearer reading of financial movements and business results.
A response tailored to the COMEX's expectations
The indicators and functionalities were defined based on the needs expressed by the group's decision-makers.
A rapid handover
The Lean approach allowed us to obtain a prototype in two weeks and a complete report in two months.
A user-focused experience
Interviews, personas, workshops, and wireframes allowed us to design a more useful tool for real-world use.
A group-scalable duplicable model
The dashboard has been designed to be taken over by the customer technical service and adapted for other subsidiaries.
