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Navigating
Product
Outcomes with
Heart
May 25, 2022 at 11:00 am PST,
2:00 pm EST, 7:00 pm BST
Kim Antelo
Transformation Coach
Rayvonne Carter
Webinar Coordinator,
Product Management Today
With
Product Management Today
Empowering You to Empower Series
Logi Analytics, an insight software company, empowers the world’s
software teams with the most intuitive, developer-grade embedded
analytics solutions, along with a group of dedicated people invested
in your success. Logi leverages your existing tech stack, so you can
quickly build, manage, and deploy your application. And because
Logi supports unlimited customization and white-labeling, you have
total control to make the application uniquely your own.
Over 2,200 application teams have trusted Logi to help power their
businesses with sophisticated analytics capabilities. Logi Analytics
was recently awarded the 2020 “Best Business Intelligence Solution”
Proddy award by Product School, in addition to being named a
leader in Business Application Research Center’s (BARC) BI &
Analytics Survey 21 across several categories, including Operational
BI, Embedded BI, and Cloud BI.Logi Analytics is headquartered in
McLean, Virginia, with offices in Ireland, England, Ukraine, and
China.
Learn more about what’s possible with Logi at
LogiAnalytics.com.
Sponsored by:
TO USE YOUR TELEPHONE:
You must select "Use Telephone" after joining
and call in using the numbers below.
United States: +1 (562) 247-8321
Access Code: 911-328-619
Audio PIN: Shown after joining the webinar
TO USE YOUR COMPUTER'S AUDIO:
When the webinar begins, you will be connected to audio using your
computer's microphone and speakers (VoIP). A headset is recommended.
Click on the Questions panel to
interact with the presenters
Product Management Today
Empowering You to Empower
Them Series
Navigating Product
Outcomes with Heart
Kim Antelo
Transformation Coach
AGILE VELOCITY
Kim Antelo
Transformation Coach
Not sure which of these two I like better
AGILE VELOCITY
Topics
Google’s Heart Metrics and Dave McClure’s Pirate
metrics… How are they similar?
Case Studies of identifying which problems to
solve and how to measure it?
Introduce Path to Agility as a model to help you
deliver product value.
Questions
6
AGILE VELOCITY
Dave McClure’s Pirate Metrics
Acquisition
• Users come from various channels
Activation
• Happy Customer Experience
Retention
• Users come back for multiple visits
Referral
• They tell others about it
Revenue
• You are making/saving money
AGILE VELOCITY
Google’s HEART Metrics
Happiness
Engagement
Adoption
Retention
Task
success
AGILE VELOCITY
Acquisition
• Users come from various channels
Activation
• Happy Customer Experience
Retention
• Users come back for multiple visits
Referral
• They tell others about it
Revenue
• You are making/saving money
Happiness
Engagement
Adoption
Retention
Task
success
Where are there similarities?
AGILE VELOCITY
Healthcare Problem
Known: The Cost of Healthcare is very high, and we need to reduce costs to remain competitive.
How can we address it? A significant cost to healthcare is readdressing issues because people are not
compliant with their therapy.
https://pubmed.ncbi.nlm.nih.gov/22081892
Among rejection losses, 17 of 36 (47%) had been independently identified as nonadherent by attending clinicians. Nonadherence was more frequent in patients who progressed
to failure (32%) versus those who survived (3%)
Known: The cost of Healthcare is very high, and
we need to reduce costs to remain competitive.
How can we address it? A significant cost to
healthcare is readdressing issues because
people are not adherent with their therapy.
Hypothesis: Improving adherence to therapy
will reduce readmissions and costs.
How can we address it? Create 100
assessments by disease state to tell people why
they should be adherent to their post care
therapy.
What could go wrong?
AGILE VELOCITY
What could go wrong?
Understanding the real
reason for not be adherent
I am on pain killers, I can’t
drive to follow-ups
Customers won’t
answer calls
Talking to clinicians
Not able to show
savings
Waste of money
You want my PHI over
the phone?!?!
I live in a rural area,
there are no Ubers
Transportation, money,
forgetfulness…
Will a Clinician help me
stay compliant?
<20%
This is taking too
long
• What are our Leap of Faith
assumptions?
• How do we test them with some
metrics?
People will talk to us
We believe we can get members to take
calls from our clinical care staff
To verify that, we will call members who
have recently been released from the
hospital that will need aftercare.
And measure how many phone calls we can
get through PHI verified and handed off to a
clinician.
We are right if we can talk to them about
their compliance with the members after
care.
Acquisition
Activation
Retention
Referral
Revenue
Get people the help they need to get to
follow-up visits
We believe we can help people overcome
transportation issues to get to follow-up
provider visits
To verify that, we will share FREE
transportation options with members so
they can get to the doctor.
And measure how many people schedule
and use our transportation services
We are right if more members go to their
follow-up provider appointments.
Therefore, they will be more compliant.
Happiness
Engagement
Adoption
Retention
Task
success
Talking to clinicians will make people more
compliant
We believe that having nurses call members
who have just been released from the
hospital will help members do their after-
care therapy (medication, exercises, follow-
up screening)
We can see if the members in X disease
state follow-up visits go up
And measure re-admission rates
We are right if they will be more compliant.
Happiness
Engagement
Adoption
Retention
Task
success
Acquisition
Activation
Retention
Referral
Revenue
Called Customer Support for
everything
Customers were able to real
time answer their own
questions.
They kept coming back and
provided feedback.
CSRs, Co-workers share new
tools
Increased Sales, Reduced
overhead, better data
# of calls
Turn around time
Clicks, sessions,
feedback
New users to portal from
pilot customers
$$$
Pirate Metrics Example – Fleet Management
CRM Work life balance
Increased sales, better
fleet visibility
Clicks, sessions,
feedback
More Secure
Lower support costs
AGILE VELOCITY
What have we learned?
Acquisition
Activation
Retention
Referral
Revenue
Balance System
Leading Lagging
Happiness
Engagement
Adoption
Retention
Task
success
Align Learn Predict Accelerate Adapt
5 STAGES
3 LEVELS
Org System Team
85+ CAPABILITIES with 400+ ACCEPTANCE CRITERIA
25 AGILE OUTCOMES
Market Agility
Product Learning
Accelerated
Products Defined
Product Value
Management
Value Delivery
Coordinated
Complexity Reduced
Multi-team
Predictability
Faster Time to Value Cycle Time Reduced
Whole Org Agility
Purpose Driven
Leadership
Rollout Strategy Team Formed
Action Enabled
Team Empowerment Visibility Created Team Ownership
Agile Leadership Ability to Focus Ability to Forecast
Predictable Delivery
Cadence
Quality Feedback
Loop Shortened
Release
Continuously
Sustaining
Improvement
Decision Agility
Compelling Purpose
Elements of Path To Agility®
9 BUSINESS OUTCOMES
Productivity Predictability Innovation
Quality
Speed
Employee
Engagement
Customer
Satisfaction
Continuous
Improvement
Market
Responsiveness
Value Alignment
AGILE VELOCITY
Agile Outcome
Agile Capabilities
Product Focus
Path to Agility
Learn more at PathToAgility.com/
AGILE VELOCITY
AGILE VELOCITY
Find the heart of your metrics
24
• Measuring HEART or AARRR metrics lets you
know if you are on track.
• Make a bigger impact on the world.
Start Measuring… what matters
◆ Your team will see the impact they are making
◆ You can course correct if your hypothesis is wrong
◆ Don’t just look at the numbers, have a conversation
Kim Antelo
TransformationCoach
Rayvonne Carter
Webinar Coordinator,
Product Management Today
To view more from the Empowering You to Empower Them Series visit
https://www.productmanagementtoday.com/webinar-series/12203/empowering-you-to-empower-them
/in/kim-antelo/
@KteloLady
/in/rayvonnecarter/
@ProdMgmtToday
productmanagementtoday.com
Q&A
AgileVelocity.com

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A PM’s Guide to Forging an Outcome-Driven Product Team

  • 1. Navigating Product Outcomes with Heart May 25, 2022 at 11:00 am PST, 2:00 pm EST, 7:00 pm BST Kim Antelo Transformation Coach Rayvonne Carter Webinar Coordinator, Product Management Today With Product Management Today Empowering You to Empower Series
  • 2. Logi Analytics, an insight software company, empowers the world’s software teams with the most intuitive, developer-grade embedded analytics solutions, along with a group of dedicated people invested in your success. Logi leverages your existing tech stack, so you can quickly build, manage, and deploy your application. And because Logi supports unlimited customization and white-labeling, you have total control to make the application uniquely your own. Over 2,200 application teams have trusted Logi to help power their businesses with sophisticated analytics capabilities. Logi Analytics was recently awarded the 2020 “Best Business Intelligence Solution” Proddy award by Product School, in addition to being named a leader in Business Application Research Center’s (BARC) BI & Analytics Survey 21 across several categories, including Operational BI, Embedded BI, and Cloud BI.Logi Analytics is headquartered in McLean, Virginia, with offices in Ireland, England, Ukraine, and China. Learn more about what’s possible with Logi at LogiAnalytics.com. Sponsored by:
  • 3. TO USE YOUR TELEPHONE: You must select "Use Telephone" after joining and call in using the numbers below. United States: +1 (562) 247-8321 Access Code: 911-328-619 Audio PIN: Shown after joining the webinar TO USE YOUR COMPUTER'S AUDIO: When the webinar begins, you will be connected to audio using your computer's microphone and speakers (VoIP). A headset is recommended. Click on the Questions panel to interact with the presenters Product Management Today Empowering You to Empower Them Series
  • 4. Navigating Product Outcomes with Heart Kim Antelo Transformation Coach
  • 5. AGILE VELOCITY Kim Antelo Transformation Coach Not sure which of these two I like better
  • 6. AGILE VELOCITY Topics Google’s Heart Metrics and Dave McClure’s Pirate metrics… How are they similar? Case Studies of identifying which problems to solve and how to measure it? Introduce Path to Agility as a model to help you deliver product value. Questions 6
  • 7. AGILE VELOCITY Dave McClure’s Pirate Metrics Acquisition • Users come from various channels Activation • Happy Customer Experience Retention • Users come back for multiple visits Referral • They tell others about it Revenue • You are making/saving money
  • 8. AGILE VELOCITY Google’s HEART Metrics Happiness Engagement Adoption Retention Task success
  • 9. AGILE VELOCITY Acquisition • Users come from various channels Activation • Happy Customer Experience Retention • Users come back for multiple visits Referral • They tell others about it Revenue • You are making/saving money Happiness Engagement Adoption Retention Task success Where are there similarities?
  • 10. AGILE VELOCITY Healthcare Problem Known: The Cost of Healthcare is very high, and we need to reduce costs to remain competitive. How can we address it? A significant cost to healthcare is readdressing issues because people are not compliant with their therapy. https://pubmed.ncbi.nlm.nih.gov/22081892 Among rejection losses, 17 of 36 (47%) had been independently identified as nonadherent by attending clinicians. Nonadherence was more frequent in patients who progressed to failure (32%) versus those who survived (3%) Known: The cost of Healthcare is very high, and we need to reduce costs to remain competitive. How can we address it? A significant cost to healthcare is readdressing issues because people are not adherent with their therapy. Hypothesis: Improving adherence to therapy will reduce readmissions and costs. How can we address it? Create 100 assessments by disease state to tell people why they should be adherent to their post care therapy. What could go wrong?
  • 11. AGILE VELOCITY What could go wrong? Understanding the real reason for not be adherent I am on pain killers, I can’t drive to follow-ups Customers won’t answer calls Talking to clinicians Not able to show savings Waste of money You want my PHI over the phone?!?! I live in a rural area, there are no Ubers Transportation, money, forgetfulness… Will a Clinician help me stay compliant? <20% This is taking too long
  • 12. • What are our Leap of Faith assumptions? • How do we test them with some metrics?
  • 13. People will talk to us We believe we can get members to take calls from our clinical care staff To verify that, we will call members who have recently been released from the hospital that will need aftercare. And measure how many phone calls we can get through PHI verified and handed off to a clinician. We are right if we can talk to them about their compliance with the members after care. Acquisition Activation Retention Referral Revenue
  • 14. Get people the help they need to get to follow-up visits We believe we can help people overcome transportation issues to get to follow-up provider visits To verify that, we will share FREE transportation options with members so they can get to the doctor. And measure how many people schedule and use our transportation services We are right if more members go to their follow-up provider appointments. Therefore, they will be more compliant. Happiness Engagement Adoption Retention Task success
  • 15. Talking to clinicians will make people more compliant We believe that having nurses call members who have just been released from the hospital will help members do their after- care therapy (medication, exercises, follow- up screening) We can see if the members in X disease state follow-up visits go up And measure re-admission rates We are right if they will be more compliant. Happiness Engagement Adoption Retention Task success
  • 16.
  • 17. Acquisition Activation Retention Referral Revenue Called Customer Support for everything Customers were able to real time answer their own questions. They kept coming back and provided feedback. CSRs, Co-workers share new tools Increased Sales, Reduced overhead, better data # of calls Turn around time Clicks, sessions, feedback New users to portal from pilot customers $$$ Pirate Metrics Example – Fleet Management CRM Work life balance Increased sales, better fleet visibility Clicks, sessions, feedback More Secure Lower support costs
  • 18. AGILE VELOCITY What have we learned? Acquisition Activation Retention Referral Revenue Balance System Leading Lagging Happiness Engagement Adoption Retention Task success
  • 19. Align Learn Predict Accelerate Adapt 5 STAGES 3 LEVELS Org System Team 85+ CAPABILITIES with 400+ ACCEPTANCE CRITERIA 25 AGILE OUTCOMES Market Agility Product Learning Accelerated Products Defined Product Value Management Value Delivery Coordinated Complexity Reduced Multi-team Predictability Faster Time to Value Cycle Time Reduced Whole Org Agility Purpose Driven Leadership Rollout Strategy Team Formed Action Enabled Team Empowerment Visibility Created Team Ownership Agile Leadership Ability to Focus Ability to Forecast Predictable Delivery Cadence Quality Feedback Loop Shortened Release Continuously Sustaining Improvement Decision Agility Compelling Purpose Elements of Path To Agility® 9 BUSINESS OUTCOMES Productivity Predictability Innovation Quality Speed Employee Engagement Customer Satisfaction Continuous Improvement Market Responsiveness Value Alignment
  • 20.
  • 21. AGILE VELOCITY Agile Outcome Agile Capabilities Product Focus Path to Agility Learn more at PathToAgility.com/
  • 22. AGILE VELOCITY AGILE VELOCITY Find the heart of your metrics 24 • Measuring HEART or AARRR metrics lets you know if you are on track. • Make a bigger impact on the world. Start Measuring… what matters ◆ Your team will see the impact they are making ◆ You can course correct if your hypothesis is wrong ◆ Don’t just look at the numbers, have a conversation
  • 23. Kim Antelo TransformationCoach Rayvonne Carter Webinar Coordinator, Product Management Today To view more from the Empowering You to Empower Them Series visit https://www.productmanagementtoday.com/webinar-series/12203/empowering-you-to-empower-them /in/kim-antelo/ @KteloLady /in/rayvonnecarter/ @ProdMgmtToday productmanagementtoday.com Q&A AgileVelocity.com