Theseslidesarefrom
the5/29/08webcast:
ManagingYour
ExcelAddiction.
Aquent is the only global staffing company dedicated to
marketing and creative services organizations
20 years of helping ...
Or…when it comes to marketing
analytics projects, is your
department running around with
their hair on fire?
Managing your...
Agenda
• Name the problem
• Recognize the symptoms
• Typical scenario
• Understand the addiction
• How to fix the problem
...
Name the problem
EXCEL ADDICTION or EXCEL HELL
Recognize the symptoms
Rapidly increasing
demand for
measurement
Difficulty in getting
support from IT
Excel picked becaus...
Understand the addiction
Excel is a powerful, user-friendly tool but . . .
Not a data management tool
Version control
Ofte...
Why you need to fix the problem
Provide the highest level of value that you can
Eliminate confusion
One version of the tru...
How to fix the problem
• Understand your organization’s maturity
• Get control of your workload
• Documentation is key
• A...
Understand your organization’s maturity
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.
.
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INITIAL
R...
Get control of your workload
Sensible intake process
What is the business problem?
What business strategy is it supporting...
Documentation is key
What to document
Data sources
Cleansing methods
Filtering methods
Calculations
Validations
Repeating ...
Analyses have a lifecycle
FEEDBACK
(Improvement
or retirement)
InitiationInitiation
RequirementsRequirements
DesignDesign
...
Use your resources in the most powerful way
Senior analysts need to be focused on what they do best –
requirements, design...
Make sure you have the right mix of skills
Marketing is getting progressively more technical
Often there is too much focus...
Change the way data is managed &
perceived
Data sources are used in many
analyses
Define a lead analyst to be the
expert f...
Increase communications
External
Understanding the business problems
What do the results mean to the business?
Involvement...
Manage your assets
If you spend a lot of time locating assets or the versions of
assets, it is valuable manage them better...
Take aways for Analytics & Department Managers
Understand your department’s maturity
Ensure your team is producing the gre...
Take Aways for Senior Analysts
Understand your department’s maturity
Pass repetitive work to junior talent
Always understa...
Best practices group forming
Aquent’s IT Solutions group is conducting a series of no-cost best
practice round-tables and ...
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Managing your Excel Addiction

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Aquent/AMA Webcast featuring Dan Neff from Aquent\'s IT Solutions Group

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Managing your Excel Addiction

  1. Theseslidesarefrom the5/29/08webcast: ManagingYour ExcelAddiction.
  2. Aquent is the only global staffing company dedicated to marketing and creative services organizations 20 years of helping marketing and creative organizations find the right Talent Our customers are industry leaders 90 of the Fortune 100 2/3 of the Fortune 500 Other Services Consulting Training Outsourcing Translation IT Solutions Offices to help you across the globe Nearly 70 offices in 17 countries 40 offices in major metros across North America Contact us aquent.com 877 227 8368
  3. Or…when it comes to marketing analytics projects, is your department running around with their hair on fire? Managing your Excel Addiction
  4. Agenda • Name the problem • Recognize the symptoms • Typical scenario • Understand the addiction • How to fix the problem • Take aways • Survey • Q&A • Roundtable invitation
  5. Name the problem EXCEL ADDICTION or EXCEL HELL
  6. Recognize the symptoms Rapidly increasing demand for measurement Difficulty in getting support from IT Excel picked because of skill set not best technology fit Just do it in Excel – Quickly! You lack confidence in the results
  7. Understand the addiction Excel is a powerful, user-friendly tool but . . . Not a data management tool Version control Often too manual The analytics group is swamped Good analysts are in short supply New analyses are requested all the time with short notice Everything is top priority There is insufficient time to fully explore the problem No time is left to help interpret the meaning Once an “Excel solution” is found, there is no time to evolve the analysis to a more sustainable platform
  8. Why you need to fix the problem Provide the highest level of value that you can Eliminate confusion One version of the truth Better understanding of the value being delivered to the business Repeatable results Deliver actionable information Better use of resources & assets Less frustration and turnover in the team
  9. How to fix the problem • Understand your organization’s maturity • Get control of your workload • Documentation is key • Analyses have a lifecycle • Use your resources in the most powerful way • Make sure you have the right mix of skills • Change the way data is managed & perceived • Increase communications • Manage your assets
  10. Understand your organization’s maturity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . INITIAL REPEATABLE DEFINED MANAGED OPTIMIZED
  11. Get control of your workload Sensible intake process What is the business problem? What business strategy is it supporting? What is your current capacity? What priority is this new work relative to the current work? Turn off low-value work What is the current value of producing each report? Does the original requestor still need it? Use “subscription” method No one “owns” turning off an on-going analysis
  12. Documentation is key What to document Data sources Cleansing methods Filtering methods Calculations Validations Repeating issues Why to document Better understanding of the work Repeatability Resource portability Basis for automation – if justified
  13. Analyses have a lifecycle FEEDBACK (Improvement or retirement) InitiationInitiation RequirementsRequirements DesignDesign DevelopmentDevelopment ExecutionExecution Automation (if justified) }
  14. Use your resources in the most powerful way Senior analysts need to be focused on what they do best – requirements, design and development Too many senior analysts are caught in the execution of on- going analyses If well documented, on-going execution can be passed to junior analysts with oversight from the senior analyst Make your senior people leaders Develop your junior people into future leaders Job enrichment across the board If justified, the analysis should be automated Use multi-disciplinary teams
  15. Make sure you have the right mix of skills Marketing is getting progressively more technical Often there is too much focus on marketing expertise and not enough on technical skills Include some technical people in your team Data management Data warehousing Developers Project managers
  16. Change the way data is managed & perceived Data sources are used in many analyses Define a lead analyst to be the expert for each source Understand it intimately Understand how it is changing and what the change means to your business Stop blind-siding analysts with changes Who owns the data?
  17. Increase communications External Understanding the business problems What do the results mean to the business? Involvement and feedback from the business Internal Common language Improve standardization Talk about repeating issues – share lessons learned Why is a given method used . . . not just how to do it
  18. Manage your assets If you spend a lot of time locating assets or the versions of assets, it is valuable manage them better If an analyst disappears on you, can you find the assets they were using and producing? Can you quickly locate the reports from last month or last quarter? Can your customer find them on their own? Recommendation: develop a Sharepoint portal You probably already have it Manage and share files Implement an intake process Track feedback Capture standards
  19. Take aways for Analytics & Department Managers Understand your department’s maturity Ensure your team is producing the greatest possible value to the organization Move steadily forward building accuracy, repeatability and efficiency – this is mostly about process Use your senior analysts in the most powerful way Build new senior analysts over time by providing a clear career path Reuse your lessons learned Analysis lifecycle Provide your internal customers more insight into what the data is telling you – rather than just producing a report
  20. Take Aways for Senior Analysts Understand your department’s maturity Pass repetitive work to junior talent Always understand the business objectives behind any request for analysis Documentation of requirements and analysis method Enable tiering Increase quality and repeatability Change the way you think about technology Spend more time on the exciting work
  21. Best practices group forming Aquent’s IT Solutions group is conducting a series of no-cost best practice round-tables and interactive conference calls for companies seeking to escape their Excel Addiction. To participate, please complete the survey located at… http://public.aquent-it-solutions.com/Pages/mayama.aspx Or contact Dan Neff via email (dneff@aquent-it-solutions.com) for an invitation.

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