The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

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Transcript of The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

THE FUTURE OF ANALYTICSGreg Malpass, CEO

Dave Rees, Data Architect

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

Some context for the story

• Where we came from• Always improving never satisfied• People. Customer. Profit • Fixed fee degradation

• 11th fastest growing• Top 5 places to work • Largest Canadian Partner• Platinum • 956 customers• 3280 projects• 0 failures• < 6% turnover • 250 Tractionites + 4/week

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

The compelling question

• What are we really?

• Yes - Company• Yes - Group of people that work well together• Yes – Systems, process• Yes – Learning machine

• But is that it? How will we keep Dave Rees engaged?• How can we not be 1/20 jobs each person pass through?

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

The compelling answer

• We want to be the business that adapts to the people

• What they are interested in• What they enjoy• What they are good at• But not too much of one thing

• Most important – a place where we can grow together and individually

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

The compelling vision

• I as a Tractionite, vote every day with my time logs on what I want to do. Sales pursues deals that are of interest to me. My time is balanced to my preference between learning, executing and sharing. I am in the driver seat. I am not a passenger here. We care.

• This affects: Sales, Recruitment, Assignment, Pricing, Ventures.

• This improves – retention, profitability, engagement, quality.

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

Traction Pulse

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

Traction Pulse Use Cases

• What projects do we like to work on?• What work do we like to do?• Who do we like to work with?• Are clients happy?• Are we happy?• Are we engaged?• Are we capable?• Are we improving?• Can we choose what to do?

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

How we collect data - TimecardsWho are we working with?

What are we working on?

• Client• Project• Task

How much time did we spend?

• Hourly• Daily• Weekly

What are we doing?

• Syndication• Learning• Execution• Admin

How do we feel about it?

• Amazing• Pretty Good• Mildly Painful• Brutal

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

Timecard Entry Interface

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

How we collect data

Customer Satisfaction Survey

• Objectives met• Likely to recommend• Timeliness

Employee Engagement Survey

• Growth• Expectations• Progress

Internal Satisfaction Survey

• Ability• Achievability• Understanding

Salesforce & FinancialForce data

• Accounts, Contacts, & Opps• Projects & Allocations

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

What is Wave?• Immediate Results• Customizable• Any device• Actionable• All your data

Bringing it all together

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

Let’s show you…

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

Architecture:Data Flow

EmployeeEngagement

Standard &Custom Objects

SalesforceWave

Project &Timecard

Data

CustomerSatisfaction

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

Other Use-Cases - Guest

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

Other Use-Cases – Data Quality

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

Wave Key Takeaways

• Start with 3-4 use-cases• Prototype, FAST, show value• Embrace new features• Don’t fear multiple data sets & development

Want to get in touch with Traction?

1.Get in touch with us at www.tractionondemand.com/contact

2.Reach out to your Traction account manager