Using Data to Effectively Support Meeting Decisions

  • Last update:April 18, 2025
  • Background

    In daily work, you can hold various types of meetings, such as weekly meetings and project progress management meetings where many important decisions are made. Correct decision must be based on data rather than only experience.

    The core of Business Intelligence (BI) lies in delivering decision-making value by providing deeper business insights during meetings to help enterprises make better decisions.

    Meeting Type

    Some common types are as follows:


    Type A Large Routine Meeting

    As the sales director in Xiaoshu Company, manager Shen is responsible for pan-regional sales management and conducts monthly business analysis meetings with regional managers.

    Since important indicators need to be viewed in these meetings, a dedicated meeting board is needed.

    Before Using FineBI
    After Using FineBI

    The data is submitted to specialized information department for analysis. 

    • Long Communication Time: As the information department lacks understanding of the sales department's meetings and work content, the sales personnel need to explain the content required analysis to them. However, communication barriers and misunderstandings frequently arise.

    The sales personnel conduct their own analysis.

     

    • No Communication Required: FineBI is easy to use, and the sales personnel who know the business well can quickly analyze data on their own. In most cases, conducting the analysis independently can avoid communication and reduce time.

    • Scheduling Required: Submitting requests to the information department requires coordination with their work schedules, which carries the risk of analysis delays.

    • No Scheduling Required: Analyzing independently without coordinating with the information department can eliminate the risk of delays.

    • Inconvenient to Revise: The data needed for meetings frequently changes. Whenever modifications are required, a request needs to be submitted to the information team.

    • Convenient to Revise: Sales teams can revise dashboards directly and reuse monthly reports.


    • Delayed Detection of Anomalies: Information department cannot recognize data anomalies and find the business issues concerning data anomalies due to limited business knowledge.


    • Timely Detection of Anomalies: Sales personnel can instantly spot anomalies during dashboard creation. Additionally, with business expertise, they can sensitively identify issues reflected in data and continue further analysis through FineBI.


    Other advantages:

    • The completed dashboards can be updated in real time.

    • Dashboards can be previewed on mobile terminals.

    Type B Small Group Meeting

    Group meetings, for example, weekly team meetings, typically involve reviewing the task of the previous week and planning for the next week.

    • Fixed work content needs to be reported every week.

    • Due to the limitations of work content, few base tables related to the work content exist, while much self-service analysis content is derived from these base tables.

    • The created templates can not only be used for team meetings but also for supervisor oversight and self-monitoring in daily work. For example, a red highlight alert can be added for customer follow-up dates.

    As the operation manager in Xiaoshu company, manager Liu is in charge of a team with members handling different business. The team members need to report their work progress and achievements every week.

    Before Using FineBI
    After Using FineBI
    • Repetitive Work: Team members spend a lot of time downloading their data from the system and creating charts every week.

    • No Repetition Required: Dashboards can be reused continuously after setup, and data can update automatically on a schedule.

    • Fragmented Weekly Meeting Data: Analyses are often scattered across different places and get lost when needed.

    • Integrated Weekly Meeting Data: Since all team members use the same dashboard each week, data can be easily integrated.


    • Delayed Monitoring: Manager Liu can only review team progress during weekly meetings via reports, which makes it impossible to identify problems timely.

    • Real-time Monitoring: After integration, Manager Liu can check team progress anytime through the dashboard.



    Other advantages:

    • When Task Schedule is configured, the created dashboard can be automatically emailed to Manager Liu and team members each week at a set time, allowing them to view the dashboard data directly from the email.

    Type C Critical Issue Meeting

    • These meetings typically focus on temporary, emergent, and time-limited issues that require immediate analysis and discussion.

    • The root causes of the issues are uncertain, necessitating in-depth investigation.

    • The resolution of the issues may require coordination across multiple teams.

    The sales department leader has noticed a recent decline in the number of customers and hopes to conduct a critical issue meeting within the next two days to discuss corresponding measures. Responsibility for this matter has been assigned to Tom from the business team.

    Before Using FineBI
    After Using FineBI
    • Experience-driven Decisions: Data analysis challenges leads to incomplete analytical reports and poor decisions.


    • Data-driven decisions: Business personnel can independently analyze data with FineBI and make decisions based on the results.

    • Delayed Response: When urgent issues arise, a large amount of data needs to be exported from different systems for analysis. Missing data needs to be reported to the IT department, causing response delays.

    •  Rapid Response: After IT personnel organizes company data, users can directly access FineBI to retrieve the needed data efficiently.


    • Limited Analysis: Current tools fail to support iterative analysis for ambiguous problems.


    • Advanced Analysis: Users can conduct analysis and exploration from an overall view to specific details in FineBI through various functions, such as drill-down and linkage.

    • Poor Continuous Tracking: Issues identified and tasks assigned during meetings require continuous tracking of progress. Excel or PPT files need to be regularly collected by personnel for reporting, resulting in significant information stagnation.

    • Continuous Tracking of Meeting Progress: Dashboard data changes automatically, allowing real-time observation of the effectiveness and progress of tasks after meetings.


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    主题: Advanced Data Analysis
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