Daily Management Board Use Case
  • 24 May 2024
  • 4 Minutes to read
  • Contributors

Daily Management Board Use Case

Article summary

Imagine you’re a production lead at a company that has limited visibility into daily operations. You’ve been compiling metrics into a daily management dashboard, but it takes time to source the data then manually calculate numbers to write down. Operators don’t have a real-time visualization to understand what the daily priorities are. By taking advantage of the data that apps are already collecting, you create a dashboard that compiles all relevant daily metrics. The dashboard updates automatically, so every morning the team can address priorities immediately and stay on track to meet daily targets.

A daily management board is an operational pulse check to track goals, metrics, and issues. They are a proactive way to understand issues in production lines and prioritize necessary actions. A daily management board answers two fundamental questions:

  1. Are we on track to hit our goals for today?
  2. If not, why?

prod dashboard.webp

A daily management board informs and benefits multiple personas, as detailed in the table below.

RoleHow they benefit
Plant leaderReceive updates as needed, particularly in high-stress scenarios (ex. High-priority orders, backwards, upcoming audit)
ManagerAllocate team to tackle issues
Lead/supervisor/technicianGuide daily operations to meet target
EngineerDetermine daily priority, identify successful processes to continue
OperatorUnderstand the current state of operations

Impacts and Requirements

A traditional daily management board is paper-based or on a whiteboard, which must be updated manually. This makes it difficult to see performance trends in real-time. With a digital daily management board, operators and engineers save time every day. It also benefits a company through consistent measurement and actions in the following ways:

  • Real-time problem solving - Engineers and supporting staff can confidently make decisions and prioritize projects and tasks with real-time information
  • Accountability - Manage improvement tasks by designating responsibility and prioritization to the appropriate personnel
  • Improved performance - As a result of the following two benefits, line performance can see increased productivity, consistent quality, and reduced downtime

Any industry can benefit from a daily management board. Regardless of company size, they provide visibility. . You can also build preventative, data-driven processes that have high impact in operations..

A daily management board is an easy use case to tackle, because it uses production data that you’re already collecting with other apps. Minimum set up involves basic app building, data collection with tables and completion records, and creating analytics.

How to Get Started

Before you begin building a daily management board, it’s important to decide what you want your board to show. Consider the following questions:

  • What informs daily production?
    • Order status
    • Station events
    • Machine states
  • How are we doing?
    • Output
    • Downtime
    • Quality events
  • What needs to be done in order to “win”?
    • Targets
    • Goal metrics

By understanding what data informs daily operations, you’ll gain a clear picture of what to show on your daily management board. Remember that a daily management is typically 1:1 with operations. A dashboard should give insight to a specific line so that it’s most relevant for operators to understand their tasks. You can also build Tier 2 & 3 boards that provide a higher-level overview of what’s happening across multiple lines.

The biggest question you’ll need to answer when falling below performance goals is: What actions do we need to take to get back to winning? Your daily management dashboard should provide information to answer that above question.

Sourcing Data

The data feeding into your daily management board should come from processes such as production tracking or quality. This means that you should already be collecting this data elsewhere so that the dashboard is synthesizing operational metrics. You can use data from tables, completions, or a machine source to create an analysis.

Building a Dashboard

To build a daily management dashboard, you need to create analyses in the Analytics Editor and then embed each analysis into an app.

Arrange your dashboard into sections, such as basic data by production cell, assembly process times, hourly performance insights, etc. Each section should provide necessary context for achieving daily goals.

In the example below, basic numbers are shown at the top for a quick overview. The graphs below provide context for the past 24 hours. The right panels give basic information about events and station statuses.

Daily Production Dashboard.webp

It’s important to only show the information you care about and avoid crowding a dashboard with too many visualizations.

Extending this Use Case

After testing your dashboard, you may consider extending your daily management board to create action items based on flagged issues. These action items can be assigned to users to maintain visibility and accountability.

Tulip Resources

Whether you want to learn more about Tulip features to build out a daily management dashboard or you want to use Tulip’s ready-made templates, we have the tools to help you get started.


University Courses

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