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SWaM/SDV Dashboard

SWaM/SDV Dashboard. COVA: Department of Minority Business Enterprise October 2012. DMBE SWaM/SDV Dashboard. SWaM/SDV Reporting and Analytics Role-Based Dashboards SWaM/SDV Procurement Plan 2 nd Tier Compliance Collaboration Outreach Platform Polling & Surveys.

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SWaM/SDV Dashboard

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  1. SWaM/SDV Dashboard COVA: Department of Minority Business Enterprise October 2012

  2. DMBE SWaM/SDV Dashboard • SWaM/SDV Reporting and Analytics • Role-Based Dashboards • SWaM/SDV Procurement Plan • 2nd Tier Compliance • Collaboration Outreach Platform • Polling & Surveys

  3. SWaM/SDV Reporting & Analytics • Dynamic Dashboard Visualizations & Tabular Reports • Key Performance Indicators (KPI) Monitoring • Period Display • Trend Display • Drill-down Functionality • Preconfigured and Ad-Hoc Reports • SWaM/SDV Analysis • Secretariat • Functional Area • Ethnicity • Vendor • Performance Vs. Goals • Statewide & Individual Agency • Role-Based Dashboards • Administrators, Agencies, DMBE Data Specialists, Vendors, Public

  4. SWaM/SDV Reporting & Analytics Dashboard Analytics • Automated, preconfigured & Ad-Hoc reports • Drill-Down Functionality • SWaM/SDV Analysis: Secretariat, functional area, ethnicity, vendor • Performance vs. Goals: Statewide & individual agency • Role-Based Dashboards: Administrators, agencies, DMBE data specialists, vendors, public Data Filters • The widgets presented in the SWaM/SDV Dashboard are based on the data filters selected. This arms DMBE will powerful reporting capabilities that were previously unavailable. • Business Type: SWaM/SDV • Organization: Agency, Secretariat, Department • Data Source: Accounting system, pCard, self reported, etc. • Vendor/Supplier • Product/Service: NAICS Code Trends & Benchmarking Alerts & Notifications Period Display DMBE users can created scheduled and activity-based alerts and notifications based on user-defined thresholds. Each agency/secretariat is benchmarked and graded against their set goals vs. actual expenditure with overall performance trends. • Custom Date Range • Predefined ranges: Month, Fiscal Quarter, Fiscal Year

  5. SWaM/SDV Reporting & Analytics Active Filters Immediately see what filters are currently selected that are feeding the SWaM/SDV dashboard visualizations Dynamic Visualizations and Tabular Reports • The SWaM/SDV Dashboard allows users to visualize data with various chart types and tabular reports. Dashboard visualizations are available for export and print from the application. Sample reports/charts include: • Trend Charts • Pie Charts • Bar Charts • Tabular Reports Multi-Drill Down Functionality • Full listing of vendors with their total dollar amount from the Commonwealth • Vendor Analysis: Selecting a vendor from the left screen will render the right pie chart breaking down the expenditure by NAICS code • Utilize the filters to narrow down this reporting • Ex: DMBE could immediately generate a full vendor expenditure report for just Service Disabled Veteran owned businesses

  6. Role-Based Dashboards User Roles • Predefined and custom user roles are available in the SWaM/SDV Dashboard to restrict user access to various data sources and dashboard reports/visualizations for a user group. Additionally, user restrictions can be applied to individual users as well. • Predefined User Roles: • Administrator • Agency • Secretariat • DMBE Data Specialist • Vendor • Public/Guest • Example Individual User Access: • DMBE creates a user that is provided access to only the COVA Education and pCard data. Agency/Secretariat Dashboard • When an agency/secretariat user logs into the SWaM/SDV Dashboard, he/she will be restricted to only their own expenditure data. • Additionally, their SWaM/SDV utilization will be benchmarked against their own agency/secretariat SWaM/SDV Plan goals.

  7. SWaM/SDV Procurement Plan • The web-based SWaM/SDV Procurement Plan application is part of the agency dashboard view • Enables all executive branch agencies to input and/or validate their annual SWaM/SDV usage goals • Agencies are able to log into the dashboard to not only visualize their current spending but also benchmark their performance vs. set goals in real-time • SWaM/SDV Plan functionality supports data collection, synthesis, and automated generation of the agency’s Performance and Accountability Report (PAR) • Annually maps to the strategic goals and functional areas outlined by the leadership team • Authorized agency POCs are given SWaM/SDV Plan widgets to set individual agency targets

  8. 2nd Tier Compliance • Verify and validate 2nd tier transactions from prime contractors to secondary DMBE-certified sub-contractors to ensure contractual compliance • 2nd Tier Compliance components • Prime Vendor Notification, Reminders, Alerts • On-demand and scheduled notifications to prime vendor when sub reports are due with clear login/reporting instructions • Subcontractor Spend and Contact Details • Prime reporting of direct/indirect subcontractor spend with primary POC • System tracks compliance at the contract level • Subcontractor Notification • Email notifications to sub POC requiring online validation • Payment Validation • Subcontractor validation of payment and requesting additional info such as date of receipt, method of payment and product/service details • SWaM/SDV Spend Tracking and Data Warehouse • Validated payments are released into the data warehouse for 2nd tier contractor reporting

  9. 2nd Tier Compliance Vendor Portal access for vendors to enter, verify and validate 2nd tier transactions Complete prime to sub payment compliance management and oversight for DMBE users • Prime Vendor Enters Subcontracting Details Into The Vendor Portal • Subcontractor Notification of Reported Payment • Subcontractor Validation: Verify and validate reported prime payments with additional info such as date of receipt, method of payment and product/service details • SWaM/SDV Spend Tracking and Data Warehouse: Validated payments are released into the data warehouse for 2nd tier contractor reporting

  10. Collaboration Outreach Platform • Web-based enterprise analytics and social networking portal • Open discussion around specific dashboard charts and reports • Improve accessibility to information between DMBE and any other interested party (citizens, agencies, colleges/universities, partners, customers, etc.) • Polling & Surveys • Mail, email, website surveys

  11. Collaboration Platform Recipients have a Collaboration homepage to view all reports/charts that have been received Share any widget with other users Custom messages will facilitate open communication about DMBE reports Make any shared message and report private in the dashboard Users can enable the recipient to publish the shared widget Select whether to share the widget using live or fixed data

  12. Polling & Surveys • Allows DMBE to immediately poll/survey the SWaM/SDV community including vendors and agencies • Mail, email, website surveys • Elegant dashboard interface to monitor responses • Multiple surveys and polls can be created on the fly • Engage back with respondents without leaving the collaboration platform

  13. Polling and Surveys Immediately create custom DMBE surveys to gather feedback from the vendor community Scheduled or ‘on-the-fly’ surveys Log into the SWaM/SDV dashboard to analyze customer & vendor responses Tablet, website, email and paper-based surveys

  14. Polling & Surveys: Unsolicited Feedback • Gather, interpret, analyze, and take action on all forms of unstructured feedback data • Web crawlers collect millions of mentions and reviews • Uncover the true voice of citizens • Online public media sources • Social media: FaceBook, Twitter, etc. • Review sites • Blogs and microblogs • Forums • Comment threads • Better manage your online presence • Improve public relationships, marketing initiatives, and other strategic functions

  15. Contact Us Andrew Rainey Director, Sales & Business Development 703.917.1650 x102 arainey@bfountain.com Binary Fountain, Inc. 8300 Boone Blvd, Suite #160 Vienna, VA 22182 www.bfountain.com

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