Designing Dashboards that Delight

Jason Franzen
Jason Franzen Assurant

On-Demand Webinars

Webinar Speakers

Jason Franzen is an organizational development leader focused on improving the performance of internal audit and compliance teams. Currently he leads the Internal Audit Services Professional Practice Group at Assurant, Inc., a Fortune 300 global provider of specialty insurance products. He is responsible for all aspects of department performance including operations, QA, reporting, leadership, learning, and talent development. His 25 years of experience include being one of the original software developers of the TeamMate Audit system prior to his departure in 2006 to form TeamMate Consulting. As the Managing Director of TeamMate Consulting, he advised nearly 100 global clients with audit software implementation, training, custom report development, and automation solutions. He has an MBA from Purdue University and has served as an adjunct faculty for local universities and as a volunteer career coach.


Do you know what makes an effective dashboard or management report? Would you like to maximize or customize the reporting options available in AuditBoard? During this session, we will look briefly at some of the psychology behind effective reports and dashboards, and we’ll discuss the questions you should be asking before you design a report that delights. We will then review some strategies for combining the various reporting solutions available in AuditBoard to create a comprehensive and flexible management reporting solution using Excel or other visual reporting tools, such as PowerBI, Tableau, etc. We will then explore general best practices for building dashboards. Finally, we will talk about how to best engage AuditBoard (or other report designers) for a successful experience when hiring consultants to build your custom dashboards and reports.

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