Once the required quality data has been entered and/or uploaded, it is time to utilise the Serendata Dashboard. There are multiple Dashboards available within Serendata. They are pitched at different stages so give a unique view on each data set. The Dashboards that we have available in Serendata are:
My Dashboard – This dashboard contains and displays all Changes, Impacts and Stakeholders that have been specifically assigned to you as an individual/team member
Organisation Dashboard – This dashboard displays the Impact data via a Heatmap, Sunburst, Timeline and Capacity. Data can be viewed by Business Area, Location and Project level within the Organisation.
Programme Dashboard – This dashboard provides an Programme view which incorporates all associated Projects. A Status is given for each Project within the Programme, Stakeholders, Audiences, Impacts and Action are also displayed per Project. Programme and Project Timelines are displayed with their associated Milestones. The Capacity of Stakeholders, Audiences and the actual Change Management Team are detailed. A Programme Level Sunburst is also displayed and this can be drilled down into.
Project Dashboard – This dashboard displays the Project Timeline with all assigned Milestones. It then details the Projects Changes and Impact in terms of numbers and risk category. Total Stakeholder and Audience data is also displayed.
This article details how to:
Display and interpret the Project Dashboard
Utilise the data within this Dashboard
The Project Dashboard is split into 7 key sections:
Timeline
Total Impacts Overview
Impacts Progress
Total Actions Overview
Actions Progress
Total Stakeholders
Quick Links
Timeline
There is a monthly/yearly timeline at the top of the screen. The solid blue line represents the duration of the Project, and this is based on the Start and End Dates that are entered for a specific Project during the Set Up Phase. Any Milestones that are entered at a Project Level will also be visible on the timeline. They will be denoted with a coloured diamond.
Note: If Start and End Dates are not specified when creating the Programme/Project, no blue line will be displayed.
Any milestones entered into the Programme will be mapped across the timeline. They will be denoted with a coloured diamond. When you hover over the diamond, further information with be displayed i.e. Milestone Title.
The Timelines holds a Button Bar within it. Hover over each icon to display a brief
title/description of what each icon does.
The table below details each icon:
Icon | Description |
 | This icon represents Scroll Left. This icon allows you to scroll to left on the timeline. This will take you into the past. |
 | This icon represents Scroll Right. This icon allows you to scroll to the right on the timeline. This will take you into the future. |
 | This icon represents Zoom Out. This icon allows you display more months on the timeline. |
 | This icon represents Zoom In. This icon allows you display fewer / targeted months on the timeline. |
 | This icon represents Reset Zoom. This icon resets any changes that have been applied to the original view of the timeline. |
Total Impacts Overview
The Total Impacts summary allows the following information to be viewed at a high level:
Total Number of Impacts
Risk Ratings for each one of the Impacts
There are 2 ways to directly access the Impacts referenced on the Dashboard. This can be done by:
Clicking the ‘number’ of Total Impacts. In the above example, click on the number 5.
Each one of the Impacts is grouped into Risk Categories – High, Medium, Low and Unknown. Hover over the ‘doughnut’ and click the corresponding risk category.
Each option will then display a formatted table containing information of the Total Impacts.
Information displayed on each Impact is as follows:
Field | Description |
Ref No | This field displays a unique system-based reference number for each Impact |
Name | This field displays the name of the Impact |
Description | This field displays a brief description of the Impact |
As Is | This fields displays information on the current business process to which the Impact relates |
To Be | This field displays information on the new business process to which this Impact relates |
Gap | This field displays information on what the actual business gap is |
Status | This field displays the status for each Impact. The various statuses that can be displayed within this field are: Cancelled, In Progress, On Hold and Completed |
Start Date | This field displays the date on which the Impact was captured or the date on which the Impact is active. This field can be used as required on the Change Management Project |
End Date | This field displays the resolution date for a particular Impact |
Owner | This field displays the person responsible for the Change Impact |
Impact Types | This field displays the type of Impact. The various Impacts that can be displayed within this field are: Behavioural, Logistics, Process-TEST, Role, Systems, Training and Ways of Working |
Impact Level | This field displays the level of each Impact. The various Risk Categories that can be displayed within this field are: High, Medium and Low |
No. Impacted | This field displays the number of people Impacted. This field can be left empty unless otherwise specified |
High Level Impacts | This field displays the linked High-Level Impacts. This column serves as the location where these Impacts will be shown. Correspondingly, these linked High-Level Impacts will be reflected in the Detailed Impacts column under the High-Level Impacts tab |
Business Areas | This field displays the Business Areas that are Impacted. There are pre-existing Business Areas that have been set up, but they can be edited to reflect your Organisation |
Locations | This field displays the country which is affected by the Impact |
Actions | This field displays the Actions that are linked with the Change Impact |
Processes | This field displays the new business process, crucial for informing Change Impacts |
Note Count | This field displays a free text box for adding any number of notes |
Labels | This field displays labels created within the project settings, which can be attached to each row as necessary |
Stakeholders | This field displays the name of Stakeholders to which this Impact relates |
Audiences | This field displays the linked audiences to the Impacts |
Impacts Progress
The Impacts Progress allows the following information to be viewed at a high level:
Total Number of Impacts Completed
Status for each one of the Impacts
There are 2 ways to directly access the Impacts Progress referenced on the Dashboard. This can be done by:
Clicking the ‘percentage’ of Impacts Progress. In the above example, click on 0%.
The various statuses that can be displayed within this field are: Not Started, In Progress and Completed. Hover over the ‘doughnut’ and click the corresponding status.
Each option will then display a formatted table containing information of the Impacts Progress.
Information displayed on each Impact is as follows:
Field | Description |
Ref No | This field displays a unique system-based reference number for each Impact |
Name | This field displays the name of the Impact (as given by an End User) |
Description | This field displays a brief description of the Impact |
As Is | This fields displays information on the current business process to which the Impact relates |
To Be | This field displays information on the new business process to which this Impact relates |
Gap | This field displays information on what the actual business gap is. This information is valuable as it can help to build Actions. |
Status | This field displays the status for each Impact. The various statuses that can be displayed within this field are: Cancelled, In Progress, On Hold and Completed |
Start Date | This field displays the date on which the Impact was captured or the date on which the Impact became active. This field can be used as required on the Change Management Project |
End Date | This field displays the resolution date for a particular Impact |
Owner | This field displays the person responsible for the Change Impact |
Impact Types | This field displays the type of Impact. The various Impacts that can be displayed within this field are: Behavioural, Logistics, Process, Role, Systems, Training and Ways of Working |
Impact Level | This field displays the level of each Impact. The various Risk Categories that can be displayed within this field are: High, Medium and Low |
No. Impacted | This field displays the number of people Impacted. This field can be left empty unless otherwise specified |
High Level Impacts | This field displays the linked High-Level Impacts. This column serves as the location where these Impacts will be shown. Correspondingly, these linked High-Level Impacts will be reflected in the Detailed Impacts column under the High-Level Impacts tab |
Business Areas | This field displays the Business Areas that are Impacted. There are pre-existing Business Areas that have been set up, but they can be edited to reflect your Organisation |
Locations | This field displays the country/physical locations which is affected by the Impact |
Actions | This field displays the Actions that are linked with the Change Impact |
Processes | This field displays the new business process, crucial for informing Change Impacts |
Note Count | This field displays a free text box for adding any applicable notes |
Labels | This field displays labels created within the project settings, which can be attached to each row as necessary |
Stakeholders | This field displays the name of Stakeholders to which this Impact relates |
Audiences | This field displays the linked audiences to the Impacts |
Total Actions Overview
The Total Actions summary allows the following information to be viewed at a high level:
Total Number of Actions
RAG Status for each one of the Impacts
There are 2 ways to directly access the Actions referenced on the Dashboard. This can be done by:
Clicking the ‘number’ of Total Actions. In the above example, click on the number 3.
Each one of the Actions is grouped into RAG Status – Red, Amber, Green, Completed and Unknown. Hover over the ‘doughnut’ and click the corresponding status category.
Each option will then display a formatted table containing information of the Total Actions.
Information displayed on each Action is as follows:
Field | Description |
RAG Status | This field displays the status for each Action – Red, Amber or Green |
Ref No | This field displays a unique system-based reference number for each Action |
Name | This field displays the name of the Action |
Description | This field displays a brief description of the Action |
Status | This field displays the status for each Action. The various statuses that can be displayed within this field are: Not Started, Cancelled, In Progress, On Hold and Completed |
Start Date | This field displays the date on which the Action was taken or the date on which the Action is active |
End Date | This field displays the mitigation date for a particular Action |
Owner | This field displays the person accountable for the Action to be completed |
Assign To | This field displays the person responsible for the Action being completed |
Stakeholder Owner | This field displays the stakeholder accountable for the Action |
Action Type | This field displays the type of Action. The various Actions that can be displayed within this field are: Training, Communications, Development, Evaluation and Readiness Assessment |
Note Count | This field displays a free text box for adding any number of notes |
Label | This field displays labels created within the project settings, which can be attached to each row as necessary |
Impacts | This field displays the associated detailed Impacts for each Action |
Processes (From Impacts) | This field displays information from Impacts about the new business process |
Business Areas (From Impacts | This field displays information from Impacts about the impacted Business Areas |
Stakeholders (From Impacts) | This field displays information from Impacts about the Impacted Stakeholders |
Audiences (From Impacts) | This field displays information from Impacts regarding the linked audiences |
Actions Progress
The Actions Progress allows the following information to be viewed at a high level:
Total Number of Actions Completed
Status for each one of the Actions
There are 2 ways to directly access the Actions Progress referenced on the Dashboard. This can be done by:
Clicking the ‘percentage’ of Total Actions. In the above example, click on 0%.
The various statuses that can be displayed within this field are: Not Started, In Progress and Completed. Hover over the ‘doughnut’ and click the corresponding status.
Each option will then display a formatted table containing information of the Total Actions.
Field | Description |
RAG Status | This field displays the status for each Action |
Ref No | This field displays a unique system-based reference number for each Action |
Name | This field displays the name of the Action |
Description | This field displays a brief description of the Action |
Status | This field displays the status for each Action. The various statuses that can be displayed within this field are: Not Started, Cancelled, In Progress, On Hold and Completed |
Start Date | This field displays the date on which the Action was taken or the date on which the Action is active. |
End Date | This field displays the mitigation date for a particular Action |
Owner | This field displays the person accountable for the Action to be completed |
Assign To | This field displays the person responsible for the Action being completed |
Stakeholder Owner | This field displays the stakeholder accountable for the Action |
Action Type | This field displays the type of Action. The various Actions that can be displayed within this field are Training, Communications, Development, Evaluation and Readiness Assessment |
Note Count | This field displays a free text box for adding any number of notes |
Label | This field displays labels created within the project settings, which can be attached to each row as necessary |
Impacts | This field displays the associated detailed Impacts for each Action |
Processes (From Impacts) | This field displays information from Impacts about the new business process |
Business Areas (From Impacts | This field displays information from Impacts about the impacted Business Areas |
Stakeholders (From Impacts) | This field displays information from Impacts about the Impacted Stakeholders |
Audiences (From Impacts) | This field displays information from Impacts regarding the linked Audiences |
Total Stakeholders Overview
The Total Stakeholder summary allows the following information to be viewed at a high level:
Total Number of Stakeholders
Commitment Levels for each one of the Stakeholders
The first way to directly access the Stakeholders referenced on the Dashboard. This can be done by:
· Clicking the ‘number of Total Actions. In the above example, click on the number 16.
There are a range of categories that Stakeholders can fit into. Those being:
Keep Satisfied – Priority stakeholder group. Represents stakeholders who are highly influential in the organisation and / or the programme. The programme will have a significant impact on their future work, processes and behaviours. Their support is critical and should be monitored closely. There should be regular communications through one-on-one meetings or regular detailed updates. E.g. programme director
Manage Closely – Priority stakeholder group. Represents stakeholders who are highly influential in the organisation and / or the programme. The programme will have a significant impact on their future work, processes and behaviours. Their support is critical and should be monitored closely. There should be regular communications through one-on-one meetings or regular detailed updates. E.g. programme director
Monitor – Wider Stakeholder pool, who will be communicated to with for key updates that may impact them. These people won't be directly impacted by the programme, but should be aware of what is changing at a high level
Keep Informed - Stakeholders who will be impacted by the programme but are not key decision makers. They should be kept updated about programme decisions and impacts
Unknown – A category was not assigned or could not be determined for this Stakeholder
The first option will then display a formatted table containing information of the Total Stakeholders.
Information displayed on each Impact is as follows:
Field | Description |
Name | This field displays the name of the Stakeholder |
This field displays the Email ID of the Stakeholder | |
Role | This fields displays the business role of the Stakeholder that exist within the organisation |
Business Area | This field displays the business area of each of the Stakeholders |
Relationship Owners | This field displays the people who manage the Stakeholder |
Key Stakeholder | This field displays whether the particular Stakeholder is a Key Stakeholder. The options that can be displayed within this field are: Yes and No |
Influence | This field displays the Influence of each Stakeholder. The various ratings that can be displayed within this field are: Unknown, 1-4 Low, 5-7 Medium and 8-10 High |
Impact | This field displays the Impact on each of the Stakeholders. The various ratings that can be displayed within this field are: Unknown, 1-4 Low, 5-7 Medium and 8-10 High |
Sentiment | This field displays the Sentiment of each of the Stakeholders. The various ratings that can be displayed within this field are: Unknown, 1-4 Concerned, 5-7 Neutral and 8-10 Advocate |
Commitment | This field displays the Commitment of each of the Stakeholders. The various ratings that can be displayed within this field are: Unknown, 1- Blocker, 2- Critic, 3- Challenger, 4- General Understanding, 5- Personal Understanding, 6- Active Supporter, 7- Champion, 8- Adopter, 9- Ember & Sustain, 10 Adapt & Improve |
Receptiveness | This field displays the engagement of the Stakeholders. The various ratings that can be displayed within this field are: Unknown, 1-4 Concerned, 5-7 Neutral, 8-10 Advocate |
Owned Actions | This field displays all the actions owned by each Stakeholders |
Impacts | This field displays the Impacts associated with the Stakeholders |
Note Count | This field displays a free text box for adding any number of notes |
Labels | This field displays labels created within the project settings, which can be attached to each row as necessary |
The second way to directly access the Stakeholders referenced on the Dashboard. This can be done by:
Each one of the Stakeholders is grouped into Stakeholder Commitments Levels–Keep Satisfied, Manage Closely, Monitor, Keep Informed and Unknown. Hover over the ‘doughnut’ and click the corresponding commitment levels.
Information displayed on Stakeholder Map is as follows:
Quick Links
There are several links at the bottom of the screen. These links provide access to various data within the Dashboard. When you click on any of these boxes, it will be highlighted in blue. By pressing the highlighted box, the corresponding page will open.
This completes the guide for a Project Dashboard.
