Leveraging Dashboards and Metrics in Process Management

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Friday, April 13, 2012
11:00 AM - 12:00 PM EDT
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Drive a culture of quality and continuous improvement by making work visible

A lot of companies use “dashboards” to provide an at-a-glance look at how well a particular process or part of the business is performing. But what you measure, how you measure it, and the functionality of the dashboards make a huge difference to organizational effectiveness.

In this webinar, Anu George, Chief Quality Officer, along with Peter Jan, Director QA, both from investment research firm Morningstar, reveal some of the secrets behind the success of the company’s dashboards and how they help to make quality and continuous improvement front of mind in day-to-day operations.

Join this webinar to:

  • Hear how Morningstar leverages dashboards & measurements to drive a continuous improvement culture
  • Understand the potential pitfalls and how to ensure that you create the right culture for managing with metrics in an organization
  • Identify practical ways to make dashboards effective and incorporate them into day-to-day work
  • See a live demonstration of some of the most sophisticated dashboards in the financial services industry


Anu George
Head – Morningstar Excellence
Morningstar, Inc.

Anu George is the Head – Morningstar Excellence at Morningstar, Inc., a leading provider of independent investment research. Her responsibilities include providing a strategic direction to the continuous improvement, quality & excellence initiatives at Morningstar. She has successfully led the LEAN transformation at Morningstar & is now focused on institutionalizing an Agile culture in her organization. Anu has more than 20 years of experience in reputable organizations such as Unilever, GE, and Morningstar. She has global experience through her extensive work in Asia, North America, and Europe. Her strengths lie in operations management and LEAN Six Sigma. She is a frequent speaker on topics such as business process excellence and leadership.

Anu holds a bachelor’s degree in economics and accounting from the University of Mumbai, India, and a master’s degree in business administration with a specialization in marketing from the University of Mumbai.

"PEX network is a great way to meet extremely knowledgeable professionals. My goal is to help generate thought provoking topics for discussion, learning and experimentation, and to help the overall operational excellence community with these ideas."

Peter Jan
Director Global Data Quality
Morningstar, Inc.

Peter Jan is director of global data quality for Morningstar Data Division, responsible for data quality assurance program which includes independent data audits, benchmarking, KPI measurements, and data hotline compliance. Jan joined Morningstar in 2007 as a member of the data quality team.

Before joining Morningstar, Jan was an accounting systems manager at MidAmerica Bank, fsb for Sarbanes Oxley compliance. Previously he worked for Lucent Technology as a software engineer and Motorola as a system manager. He worked for (CNW) Chicago & Northwestern Railway as revenue systems manager from 1991 to 1995, when it was acquired by Union Pacific Corp.

He holds a bachelor’s degree in business administration from the National Taiwan University in Taiwan and a master’s degree in business administration from the Illinois Institute of Technology. He also holds the Certified Information Systems Auditor (CISA) designation from ISACA.