AI.1 Building a Narrative with Your Data

Asterisk Intelligence

Summary

This day's agenda introduces and explores the built-in analytical bench of tools called ‘Dashboards’ in CU*BASE, with instruction and tips on how to quickly use their standard features and strengths to accomplish two major data goals – simple data mining, and detailed data analysis. Then the class will focus in-depth on Analytics Booth, a web application with strengths in long-term trending and high-level analysis. A particular emphasis of the class is on defining executive level data needs and recurring questions, then building a narrative with data to share with colleagues, management, or a board. The concepts covered include the ASAP strategy (Ask. See. Act. Profit.) and emphasizing the usability and access to data for all audiences at your credit union. Any role and any person can use data to inform themselves or others. This class covers “quick win”, straightforward solutions and strategies that are relevant to both a non-technical person and an analyst. This day’s training is on-site only, at CU*Answers in Grand Rapids, Michigan.

Course Schedule

Future times and dates are to be determined.