Invigorate your data insights - banish data dreariness

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Information about Invigorate your data insights - banish data dreariness

Published on July 7, 2016

Author: purplevisionslides

Source: slideshare.net

1. Invigorate your data insights Banish data dreariness Jonathan Cook, Associate Consultant @jonathan_m_cook Steve Thomas, Chief Executive @stevethomas393 4th July 2016 @purple_vision

2. We simplify CRM and digital  Building the business case  Integrating digital tools and CRM  Selecting digital tools that work best for you  New websites or content management systems  Digital strategy  Supporting cultural shift  Training and staff development elp when you need it

3. weet @purple_vision

4. • <iframe width="853" height="480" src="https://www.youtube.com/embed/N1ltwg2nTK4?rel=0&amp;sh owinfo=0" frameborder="0" allowfullscreen></iframe>

5. Information Who needs what?

6. Trustees Senior Management Managers/Head of Execs/Fundraisers Top Line Detail

7. Trustees 1. Income 2. Expenditure 3. Net 4. # Volunteers Top Line

8. Senior Management 1. Income by team 2. Expenditure by team 3. # Regular Givers 4. # Cash Givers 5. Gift Aid Income More detail

9. Managers/Head of 1. Income by event / activity 2. Recruitment rate 3. Attrition rate 4. # + £ Cash Givers 5. # + £ Regular Givers In depth

10. Execs/Fundraisers 1. Results by segment 2. Results by month 3. Results by creative/test 4. Results by channel Very Detailed

11. It’s about making things simple

12. Statistical analysis of traffic volumes, death and injury rates, accidents, travel times, journey distances, car safety records and changes in performance, training, and awareness rates over time have recommended an optimal maximum velocity for travel should not exceed 17.8816 Meters per second.

13. Sometimes trying to make it simple makes it way too complicated!

14. Sometimes it can even be misleading

15. Following this course of action could increase the amount of money we could invest by about 2% Doesn’t sound that impressive? Does it?

16. Page 22 Want to know a surefire way to reduce your complaints by 50% without any effort? Contact half the number of supporters….

17. It’s about presenting something in a simple way that allows for sensible decision making to take place with ease.

18. Dynamic Static

19. Dynamic Static • Reports that refresh in real time • Live web visit stats • Price of commodities • Response rates • Live feeds • Twitter monitoring • Real time Social media advertising results analysis • Analysis that takes a snap shot in time • Survey results • Trend analysis over time • Focus group results • Market intelligence • Competitor research

20. Past Future

21. Past Future • A way of monitoring performance • Fundraising/campaign results • Sales • Testing • A way of developing long term strategies • People’s opinions change slower than reality • Complaints • Current affairs • Social changes

22. Past Future How does the Brexit result make you feel financially? Source Money Saving Expert of 38,862 votes. 10% 23% 5% 31% 31% Excited Cautiously optimistic No impact A little worried Petrified

23. A picture speaks a thousand words

24. Page 30

25. What are the tools for the job?

26. Page 35 Choices, choices!

27. Page 36 Feature/Function (weighted scores) Tool Business Planning Data Management Prospecting Perfomance Measuring Data Analysis Data Clensing Data Selections Data Analysis Predictive Stats UI and Training Total SAS Market Automation 434 792 92 430 218 94 750 1770 1030 218 5758 Qlik (Sense, View) 466 741 92 333 188 86 674 1690 736 272 5098 Tableau 262 801 92 146 238 108 564 1730 824 300 4885 FastStats 470 848 92 279 218 88 790 1770 103 292 4770 Salesforce Wave Analytics 352 695 108 257 218 82 576 1770 103 296 4297 Salesforce (as is) 420 742 158 211 156 82 544 1670 103 320 4246 Datahero 366 542 92 198 75 76 499 1730 562 137 4097 Salesforce Marketing Cloud 510 565 140 394 156 88 732 1088 175 380 4028 Adobe Marketing Cloud 534 565 140 394 156 88 732 1068 175 374 4026 Oracle Marketing Cloud 482 565 140 394 144 88 649 1038 159 380 3839

28. Layers of information • Reports & dashboards • Analytics • Science

29. Example: attrition

30. Key concepts Data security Data warehouse Data democracy Data governance Data protection Big data Data mining

31. IoF National Convention 2013 42

32. Where is all the data anyway?  

33. Page 45 Choices, choices!

34. How to make sense of all this? 1. Visualisation 2. Automation 3. Business Intelligence

35. Summary: the keys to success 1. Business (customer) requirements must come first 2. Think about why, when and where you need the data 3. Change the focus from technology to people 4. Work across traditional silos 5. Expect dynamic (not just static) reporting 6. Engage every user to personalise their data needs 7. It’s not as difficult (or expensive) as you think

36. questions? comments? ideas? steve.thomas@purple-vision.com @stevethomas393 @jonathan_m_cook www.purple-vision.com +44 (0)845 458 0250

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