Creating Scalable Analytics Processes


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Featuring Keith Conley, Analytics Manager at Bunchball.

Bunchball helps companies improve user engagement, employee productivity, and and customer loyalty through its gamification platform, Nitro. Learn more at

To learn more about SiSense's analytics solution for Salesforce data and beyond, visit

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  • Pareto principle: roughly 80% of the effects come from 20% of the causes
  • Cohort is a group of people that share a common characteristic, here: registration / start date
  • Creating Scalable Analytics Processes

    1. 1. Bunchball AnalyticsCreating Scalable Analytics Processes
    2. 2. Agenda Gamification Bunchball Analytics – Challenges – Data Architecture – Analytics Mission Scalable Analytics – Confining the Value Proposition – Client Education – Standardized Reporting Procedures
    3. 3. Gamification
    4. 4. Gamification is… Applying Game Mechanics to Non-Game Experiences
    5. 5. Game mechanics address basic human motivatorsProgress Status RewardsLevels in games Standings & Leaderboards Access to exclusives & perksMiles & points Likes & Followers Early boarding/upgrades Progress bars Communities, Groups, Teams Recognition
    6. 6. Data Collection
    7. 7. Bunchball Data Situation: Bunchball is a SAAS (software as a service) giving marketers, media sellers and employers the tools they need to drive high-value online engagement through gamification, tracking behavioral data for audiences and employees. Challenge(s): – >250 Clients – 2 Primary client channels – Varied success metrics – Large data sets – Client-side administration – New Industry
    8. 8. (2) API Call to Nitro Customer Web Server (e.g. logAction with UID, Tag, Value) (3) Response from Nitro (e.g. result = OK)(1) User Action triggers a call to the Customer’s Server Nitro Server User Point Balance Field Watch Avatar Video Widget Web Browser
    9. 9. Nitro Platform Integration1 Client Code Client Auto handled by NITRO Configured according to challenge NITRO Awards configuration user.logAction NITRO User Points* Rules Engine Completes Watch_Video Challenge Badge*  Action name Item*  Action rate limit* Notification*  Challenge daily limit  User prerequisites* * = optional components2 Client Code Notification is auto handled by Nitro JS NITRO Congratulations Library user.getPendingNotifications Notification Joe 123! Queue You just won 10 points! Joe 123 Jane Doe 345
    10. 10. The Approach The Primary focus of Analytics is to provide customers with a framework that enables deployment optimization and a clear path for demonstrating success Analytics creates an on-going relationship with each client to ensure deployments aren’t subject to “set it and forget it” circumstances A measurement and learning plan is generated, detailing pertinent information to ensure reporting provides insight towards goals and optimization We strive to meet two needs:  Dashboard reporting do demonstrate efficacy of the program  Score cards for project managers to use for program optimization
    11. 11. Scaling the PracticeConfining the value proposition
    12. 12. Bunchball Enterprise Metrics1. Increased Adoption & Enterprise Solution Metrics Continuous Engagement of Adoption business tools Continuous Engagement2. Influence and motivate specific behaviors impacting enterprise success Application Specific Metrics (ex.) Faster On-boarding Increased Pipeline Generation Increased Sales Faster support case resolution Shorter Cycle times (Quals, Cases) Decreased Employee turnover Increased social collaboration
    13. 13. Short-term and Long-term Impacts (examples)Short-term (Quick wins) Long-term• Increased pipeline • Better data for management decision-making• Faster on-boarding • Improved Employee Retention• Increased User-Generated-Content • Increased customer satisfaction• Productivity Increase • Forecast Accuracy• Proficiency Increase • Increased compliance
    14. 14. Scaling the PracticeClient Education
    15. 15. Measurement & Learning Plan The analytics team works with clients, during on-boarding, to document a learning and measurement plan. This houses: – Goals – KPIs – Benchmarks – Suggested Analyses – Proposed reporting format – Reporting cadence Analytics preparation ensures the quality of reporting and analysis will provide insight and value
    16. 16. Standardization Tools
    17. 17. Scaling the PracticeStandardized reporting procedures
    18. 18. Nitro Analytics Console – Baseline Reporting Nitro Analytics ConsoleView Topline data to assess program healthGenerate dashboards to analyze program components: Users, Actions, Challenges. Points, Items and NotificationsTrend overall and user-level activity pertaining to Key Performance IndicatorsQuickly analyze content consumption on your deploymentSchedule and download raw data reports to feed into current program analysis
    19. 19. The Workbook ProcessWe developed a set of standard reporting procedures to streamline clientreporting: 1. Built a library of mySQL queries to extract data with consistent date formats and column headers. 2. Aggregate data into necessary tables in Access 3. Move data into Tableau Desktop for report generation with standardized views
    20. 20. Dashboards Customized dashboards are designed to convey top line performance and trends within the program. – Reports are delivered via PDF, in Powerpoint, or Tableau Reader These reports serve as high-level indicators of program performance and lead to focused optimization analysis
    21. 21. Standard Structure and Visualizations In order for the client to best understand the health of the deployment, we prepare a dashboard for review. On the most basic level, it will contain metrics such as action count, actions per user, count of challenges achieved, and unique users over time Begins discussion for finding channels for optimization
    22. 22. Scorecards - Optimization MethodologyPareto Analysis • Indicates the level of engagement of the community as a whole by showing the distribution of activity on a per user basis • Allows identification of top community influencers • Identifies key activities that drive engagement
    23. 23. Scorecards - Optimization MethodologyCohort Analysis • Relates user retention over time • Tracks continuous engagement through measuring the length of each user’s lifetime • Creates a record that relates impact of optimization efforts Percent Change • In narrative based deployments, percent change reflects drop-offs in user activity • Indicates certain points in the storyline where the feedback loop may be too long
    24. 24. Scorecards - Optimization Methodology Bunchball has a proven optimization methodology to ensure continued success of the Nitro Gamification effort – Score cards focus on Actions, Challenges and Users, identifying areas for improved engagement in all categories