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Achieving Performance Improvement with iMIS Scoring Plus

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Learn how to take iMIS Scoring Plus beyond just engagement. This presentation covers the basics of the scoring module, plus some ideas about how you can take advantage of the technology for your own usage. Presentation originally given at iMIS iNNOVATIONS 2017 conference.

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Achieving Performance Improvement with iMIS Scoring Plus

  1. 1. Achieving Performance Improvement with Scoring Plus Andrea Robertson - Business Analyst slides + resources: bit.ly/innov17-scoring-plus
  2. 2. Overview • What scores are • How are they calculated • Some examples • What the data looks like • Some limitations
  3. 3. 4 parts to every score Percentile Components (over time) Category
  4. 4. 4 parts to every score Raw Score
  5. 5. Dashboard
  6. 6. What's in a formula
  7. 7. Formulas Scoring Plus only
  8. 8. Formulas Components
  9. 9. Formulas ComponentsContact Key (required) UpdatedOn (optional) Numeric value (optional)
  10. 10. Formulas Components No UpdatedOn = Sampled data
  11. 11. Formulas Categories
  12. 12. Score review
  13. 13. Examples
  14. 14. Example: Staff scores
  15. 15. Example: Donor Clubs
  16. 16. Example: Donor Clubs
  17. 17. Ideas
  18. 18. Idea: Segmentation
  19. 19. Idea: Regulatory scores
  20. 20. Idea: GPS
  21. 21. What the raw scores look like
  22. 22. Helpful Business Objects Raw Data Easy to use
  23. 23. Tips • Using ContactKey –Make sure your contact key is a GUID, not a numeric ID –Use NetContactBasic (new Business Object)
  24. 24. Tips • Using UpdatedOn –Not required, but usually preferred –Use the panel editor trick –Be careful about backdated data
  25. 25. Tips • Sampled data –No UpdatedOn column –Will get points in each time period that they still are included in the query
  26. 26. Tips • Recalculating historical scores –Can slow down your system –Will lose historical data for any "sampled" component
  27. 27. Limitations
  28. 28. Limitation: Score display - cumulative only
  29. 29. Limitation: Journey Tracking
  30. 30. Limitation: Journey Tracking
  31. 31. Limitation: Journey Tracking
  32. 32. Limitation: Points live forever
  33. 33. If you want improvements... Bug these guys! ProductOwners@advsol.com
  34. 34. Achieving Performance Improvement with Scoring Plus Andrea Robertson - Business Analyst slides + resources: bit.ly/innov17-scoring-plus
  35. 35. Examples from presentation
  36. 36. Examples from presentation Staff scores
  37. 37. Examples from presentation Staff scores
  38. 38. Examples from presentation Staff scores
  39. 39. Examples from presentation Donor Clubs
  40. 40. Examples from presentation Donor Clubs

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