The Process

Ten Steps. Four Phases. One Dashboard That Sticks.

This is exactly what working together looks like, end to end — from your first maturity score to a dashboard that's still being used, and trusted, a year from now.

1

Phase 1: Assess

Understand where you are today and define where you need to be.

STEP 1

Company Key Measure Maturity Assessment

A structured, 5-level maturity assessment of your current KPI and dashboard environment — data sources, manual vs. automated reporting, tier connectivity, and drill-down capability. Produces a quantitative maturity score and gap analysis.

Days 1–7
STEP 2

Company Dashboard Vision

Define the target state: which tiers, which pillars (People, Safety, Quality, Delivery, Cost, Innovation), what "good" looks like, and how dashboards will be used in daily, weekly, and monthly reviews.

Days 5–10
2

Phase 2: Design

Select and tailor the dashboard model to fit your organization.

STEP 3

Review & Select Tailorable Key Measures and Dashboards

Choose from the curated KPI library and pre-built dashboard templates (Tier 1 Daily Huddle, Tier 3 Site Scorecard, Quality Weighted Scorecard, EHS, Talent Health, and more) — selecting what's relevant to your operation.

Days 8–15
STEP 4

Revise the Dashboard as Needed

Tailor KPI definitions, weights, thresholds, and visual layout to match your organization's terminology, targets, and review cadence.

Days 12–20
3

Phase 3: Build & Validate

Connect the model to your systems and prove it works.

STEP 5

Map to Existing Company Applications

Connect the standardized semantic model to your applications — ERP/MRP, QMS, EHS, HRMS, CMMS, MES, and more — via API, data lake, or export. This is mapping, not rebuilding.

Days 15–30
STEP 6

Use Test Dashboard

Pilot the connected dashboard with a real team in a real review cycle. Validate data accuracy, drill-down paths, and that the Tier 1 → Tier 3 connection reflects how the business actually escalates issues.

Days 25–35
4

Phase 4: Launch & Sustain

Make it real, communicate it, and keep it alive.

STEP 7

Finalize Internal Dashboard Maintenance Roles & Responsibilities

Define who owns data quality, who updates KPI definitions, who maintains the Power BI model, and the cadence for review — so the dashboard doesn't decay after launch.

Days 30–38
STEP 8

Deploy / Launch for Use

Roll the dashboard out across the relevant tiers and teams, with training on how to read it, drill into it, and act on Recover-to-Plan items.

Days 35–42
STEP 9

Company-Wide Communication

Introduce the dashboard culture organization-wide — including company-wide visibility tools like the 5-Star Day Scorecard — so performance becomes part of daily conversation, not just a leadership review artifact.

Days 38–45
STEP 10

Ongoing Sustainability & Maintenance

Quarterly KPI relevance reviews, threshold recalibration, and continuous expansion of the model as new applications, sites, or pillars come online.

Ongoing

Timeline

Roughly Six to Seven Weeks, Start to Sustained Use

The exact timeline depends on how many pillars, applications, and sites are in scope — a single-pillar pilot (e.g., Quality only) can move faster; a full PSQDCI + Client/Customer rollout across multiple sites takes longer. What doesn't change is the sequence: assess before you design, design before you build, and build before you launch. Skipping steps is how dashboards end up unused six months after a triumphant launch.

Days 1–10

Assess

Days 8–20

Design

Days 15–35

Build & Validate

Days 30–45+

Launch & Sustain

Ready to See Where You Start?

Phase 1 begins with the Company Key Measure Maturity Assessment — a short, structured scoring exercise that tells you exactly where the gaps are before any dashboard work begins.

Start the Assessment    See the Dashboards First