Whether you are in professional services, manufacturing, technology or retail, if your organization has people who log time, you don’t want to miss this session. Learn how to retain team members, provide better customer experiences and improve efficiency with Salesforce and Wave Analytics.
From Event to Action: Accelerate Your Decision Making with Real-Time Automation
The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse
1.
2. THE FUTURE OF ANALYTICS
Greg Malpass, CEO
Dave Rees, Data Architect
3. | Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Some context for the story
• Where we came from
• Always improving never satisfied
• People. Customer. Profit
• Fixed fee degradation
• 11th fastest growing
• Top 5 places to work
• Largest Canadian Partner
• Platinum
• 956 customers
• 3280 projects
• 0 failures
• < 6% turnover
• 250 Tractionites + 4/week
4. | Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
The compelling question
• What are we really?
• Yes - Company
• Yes - Group of people that work well together
• Yes – Systems, process
• Yes – Learning machine
• But is that it? How will we keep Dave Rees engaged?
• How can we not be 1/20 jobs each person pass through?
5. | Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
The compelling answer
• We want to be the business that adapts to the people
• What they are interested in
• What they enjoy
• What they are good at
• But not too much of one thing
• Most important – a place where we can grow together and
individually
6. | Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
The compelling vision
• I as a Tractionite, vote every day with my time logs on what
I want to do. Sales pursues deals that are of interest to me.
My time is balanced to my preference between learning,
executing and sharing. I am in the driver seat. I am not a
passenger here. We care.
• This affects: Sales, Recruitment, Assignment, Pricing,
Ventures.
• This improves – retention, profitability, engagement, quality.
8. | Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Traction Pulse Use Cases
• What projects do we like to work on?
• What work do we like to do?
• Who do we like to work with?
• Are clients happy?
• Are we happy?
• Are we engaged?
• Are we capable?
• Are we improving?
• Can we choose what to do?
9. | Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
How we collect data - Timecards
Who are we working with?
What are we working on?
• Client
• Project
• Task
How much time did we spend?
• Hourly
• Daily
• Weekly
What are we doing?
• Syndication
• Learning
• Execution
• Admin
How do we feel about it?
• Amazing
• Pretty Good
• Mildly Painful
• Brutal
11. | Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
How we collect data
Customer Satisfaction Survey
• Objectives met
• Likely to recommend
• Timeliness
Employee Engagement Survey
• Growth
• Expectations
• Progress
Internal Satisfaction Survey
• Ability
• Achievability
• Understanding
Salesforce & FinancialForce data
• Accounts, Contacts, & Opps
• Projects & Allocations
12. | Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
What is Wave?
• Immediate Results
• Customizable
• Any device
• Actionable
• All your data
Bringing it
all together
13. | Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Let’s show
you…
14. | Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Architecture:
Data Flow
Employee
Engagement
Standard &
Custom Objects
Salesforce
Wave
Project &
Timecard
Data
Customer
Satisfaction
15. | Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Other Use-Cases - Guest
16. | Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Other Use-Cases – Data Quality
17. | Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Wave Key Takeaways
• Start with 3-4 use-cases
• Prototype, FAST, show value
• Embrace new features
• Don’t fear multiple data sets & development
18. Want to get
in touch with
Traction?
1.Get in touch with us at
www.tractionondemand.com/contact
2.Reach out to your Traction account
manager