Our Approach
Stakeholder Interviews
- Partner with stakeholders to set objectives
- Collect and harmonize input from all levels of the organization
- Zero in on the KPIs that truly impact your business
Every engagement begins with the identification of specific business areas where data-driven insights can enhance performance and growth. We gather input from all levels of the organization and create a customized roadmap with measurable success criteria.
People & Process
Iterative process- Data definitions review
- Project management, approvals, and prioritization process
- Cross-departmental alignment on data projects
- Existing process and visual storytelling for core business insights
An effective data strategy has as much to do with people as it does with technology. We work with your team to establish a common set of definitions, bulletproof processes for working together, and strategies to deliver value and assure buy-in across organizational boundaries.
Data & Technology
Iterative process- Inventory existing data sources and destinations
- Review existing infrastructure supporting insights
- Assess existing source tool configurations
- Document any data gaps needed for desired insights
Many organizations have existing data sources and technologies that are not being utilized to their full potential. We assess these existing assets and look for ways to optimize them for greater impact.
Once the right foundational data is in place, we help you isolate the data sets that will reveal meaningful insights for your team. We look for ways to apply this data in ways that positively impact business performance.
Roadmap
Iterative process- Synthesized stakeholder requirements
- Current state assessment, including documented insight gaps
- Recommended approach
- Prioritized roadmap to data maturity
As a clear strategy takes shape, we pinpoint and document the requirements necessary to make it a reality. Alignment among stakeholders and their teams is critical to prioritize the recommended roadmap to data maturity. This may include optimizations or additions to existing infrastructure, process, and source data.
Next Steps
- Visualize data in preferred business intelligence tools
- Design data-driven workflows in CRM and other operational tools
- Create alert mechanisms for business-critical events
Once the optimal data collection model is in place, we create custom dashboards that turn the data into actionable business insights. Dashboards can be implemented using existing BI and CRM tools.
