Whether you purchased the Klipfolio Dashboard QuickStart program for evaluation purposes, a Klipfolio Dashboard Developer Edition license or Klipfolio Dashboard runtime license, the process to follow to get your Klipfolio Dashboard deployment up and running is the same.
To deploy Klipfolio Dashboard, our professional services team works with you to capture your preferences for the look and feel you want (skin), the logo to display, the default Klips to include, whether Klips should be customizable by users, scrolling options, and a wide range of other variables. Based on your preferences, we create a Klipfolio Dashboard build that is unique to your requirements. Then we help you deploy that build and develop your first Klips.
Use the questions and answers that follow to help plan an efficient Klipfolio deployment and make the best use of the consulting services that come with Klipfolio Dashboard.
You can deploy Klipfolio Dashboard manually or using a deployment utility, such as Citrix.
We’ve found that deployments of fewer than 50 users typically can be managed manually or via email. If you are letting users install Klipfolio Dashboard manually, consider having them install a default version of the product without Klips. They can then pick the Klips that are most relevant to their needs. With a deployment of 50 to 250 users, an internal portal with download links and instructions works well.
When deploying Klipfolio Dashboard to 250 or more users, we suggest that you include it in your IT software stack and manage deployments, maintenance, and upgrades for both Klipfolio Dashboard and Klips using a software management utility. To support this, Klipfolio Dashboard can be set to “silent install.” Deploying Klipfolio Dashboard with a utility gives you more control over your deployment. For example, you can make sure that users receive and can not uninstall Klipfolio Dashboard.
For any of these scenarios, our Klipfolio support team works with you to maintain and upgrade your deployment. Because the Klipfolio Dashboard build is configured to your requirements, your build includes the upgrade handler that best suits your needs. Each of your Klips also has built-in upgrade handling, so you can keep your Klips up to date remotely, without help.
A phased deployment is often a good idea. Klipfolio Dashboard customers have told us that an initial rollout of 10 or 20 users provided them with a great opportunity to get feedback on how well their initial Klips met users’ needs. This fits well with our initial starter package of 20 users, which also includes two Developer Edition clients, fundamentals training and support.
You might, for example, want to deploy Klipfolio Dashboard to your IT department or to Executives throughout your organization, and then gather feedback from them on the effectiveness of the KPIs to the strategic direction of the company, before carrying out a full deployment.
The Klips you need depend on your business goals and users.
The first step when deciding what Klips you need is to think about the business goals you want to achieve. For example, you might provide executives with departmental, or line of business metrics. Operationally, you might want greater visibility into sales figures, or the ability to respond more quickly to exceptions in a call centre. You might want to track marketing campaigns and know when they started, how many leads they’ve generated, and whether they are on target. Or, you might want to display data that promotes adherence to company policies, Six Sigma, or other requirements.
Some of our customers use Klipfolio Dashboard to get more value from systems they already have but are not being used to their full potential. For example, you can increase the use of Salesforce.com by ensuring that key sales indicators are always present on the desktops of sales people. Or, perhaps there is information in an existing dashboard or other business intelligence system that is hidden unless a user opens the application. Using Klipfolio, you can display that information on the desktops of key users at all times, keeping it “top of mind” and ensuring they take immediate action when a critical indicator changes.
When analyzing the goals you want to achieve with Klipfolio Dashboard, think about the systems and approaches you are already using to try to achieve those goals, and how you might make the best use of them. Think about the types of challenges you want to solve, and whether they are related to data visibility, real-time notification of changes in data, or application adoption.
You also need to be aware of who in your organization will be using Klipfolio Dashboard, and how they will use it to achieve their goals. Are the needs of all users the same, or do they vary?
Decide what data is critical for different users. What data should people be paying attention to? Should the data always be visible, or only when the Klip is expanded? What do you want users to see when their cursor hovers over a Klip? Will you provide a link to a web-based application where they can see additional details?
Also think about how you want to present information to users. Will you use icons? Charts? If you haven’t already, you might want to view the sample dashboards, demos, and video tour available at Klipfolio.com to see examples of the types of Klipfolio dashboards you can develop, and the features you can include in Klips.
Adding Klips to a dashboard can be as simple as using predefined Klips that come with Klipfolio Dashboard, or downloading additional pre-defined Klips from an internal portal or from the Klipfolio website.
Klip development has been simplified and streamlined with Klipfolio Dashboard Developer Edition. It incorporates all the tools needed for rapid Klip development including a logical step-by-step workflow, templates, debugging tools, code samples, demonstrations and documentation. The time and effort needed to develop more complex Klips depends on their complexity, the sophistication of the intended users, and the number and complexity of the data sources. Typically, though, developing a simple Klip takes anywhere from fifteen minutes to an hour, a Klip of medium complexity can take from one to three days, and an extremely complex Klip might take as much as a week.
The Developer section of Klipfolio.com website includes a Klipfolio
Developer Guide that provides the information needed to understand and create Klips. You can also download "How-To Articles" and Klip examples to get ideas of the kinds of Klips you can develop and sample Klip code. You can share information with our developers and other customers in the Klipfolio Developer Forum.
On the Developer tab, check out:
