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A G S008 Berta 091907 F I N A L


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A G S008 Berta 091907 F I N A L

  1. 1. Seeing the Forest: Getting Started with Dashboards Colin Berta, Brian Feldtman, Univar USA Joe Aiello, Fios, Inc. Admin I: Getting Started
  2. 2. Safe Harbor Statement <ul><li>“ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements including but not limited to statements concerning the potential market for our existing service offerings and future offerings. All of our forward looking statements involve risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make. </li></ul><ul><li>The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in our operating results and cash flows, rate of growth and anticipated revenue run rate, errors, interruptions or delays in our service or our Web hosting, our new business model, our history of operating losses, the possibility that we will not remain profitable, breach of our security measures, the emerging market in which we operate, our relatively limited operating history, our ability to hire, retain and motivate our employees and manage our growth, competition, our ability to continue to release and gain customer acceptance of new and improved versions of our service, customer and partner acceptance of the AppExchange, successful customer deployment and utilization of our services, unanticipated changes in our effective tax rate, fluctuations in the number of shares outstanding, the price of such shares, foreign currency exchange rates and interest rates. </li></ul><ul><li>Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of our website at /investor ., inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law. </li></ul>
  3. 3. Agenda <ul><li>What are dashboards? </li></ul><ul><ul><li>Benefits of dashboards (running user concept) </li></ul></ul><ul><ul><li>Demonstration </li></ul></ul><ul><ul><li>What tools are available? </li></ul></ul><ul><li>Speakers- Brian Feldtman & Joe Aiello </li></ul><ul><ul><li>As an admin, what metrics should I focus on? </li></ul></ul><ul><ul><li>How to organize dashboards </li></ul></ul><ul><ul><li>Rollout best practices </li></ul></ul><ul><ul><li>How to drive adoption </li></ul></ul><ul><li>Q&A </li></ul>
  4. 4. What are dashboards? <ul><li>Graphical representations of your customer data </li></ul><ul><li>Customizable </li></ul><ul><li>Dynamic </li></ul>
  5. 5. Benefits of Dashboards <ul><li>Easy to use, easy to administrate </li></ul><ul><li>On-demand visibility (no spreadsheets) </li></ul><ul><li>One click away from details </li></ul><ul><li>Drive user adoption </li></ul>
  6. 6. Demonstration
  7. 7. What tools are available? <ul><li>Out of the box dashboards </li></ul><ul><li>Appexchange Directory </li></ul><ul><ul><li> </li></ul></ul><ul><li> </li></ul><ul><ul><li> </li></ul></ul><ul><li>Dashboards Mechanics Training </li></ul><ul><ul><li> </li></ul></ul>
  9. 9. Dashboard Topics <ul><li>Organizing Dashboards & Reports </li></ul><ul><li>Dashboard Taxonomy </li></ul><ul><li>Using Dashboards to Drive Adoption </li></ul>
  10. 10. The Relationship Between Dashboards & Reports Reports Dashboard Object-to-Report many-to-one Dashboard-to-Report Folder one-to-one Dashboard Folder Dashboard Report Folder
  11. 11. Dashboard Security & Visibility <ul><li>Control security access to Dashboard Folders using Groups and Roles. </li></ul><ul><li>Select the Dashboard Running User based upon security </li></ul><ul><li>The Running User must have security access to the Reports that feed the Dashboard </li></ul>
  12. 12. Dashboard Taxonomy <ul><li>Organized </li></ul><ul><li>Dashboard Folder 1 </li></ul><ul><ul><li>Dashboard 1 </li></ul></ul><ul><ul><li>Dashboard 2 </li></ul></ul><ul><li>Dashboard Folder 2 </li></ul><ul><ul><li>Dashboard 1 </li></ul></ul><ul><ul><li>Dashboard 2 </li></ul></ul><ul><ul><li>Dashboard 3 </li></ul></ul><ul><li>Dashboard Folder 3 </li></ul><ul><ul><li>Dashboard 1 </li></ul></ul><ul><ul><li>Dashboard 2 </li></ul></ul><ul><li>Unorganized </li></ul><ul><li>Campaigns:Acids </li></ul><ul><ul><li>Ascorbic </li></ul></ul><ul><ul><li>Citric </li></ul></ul><ul><ul><li>Sulfuric Acid </li></ul></ul><ul><li>Marketing:Campaigns </li></ul><ul><li>North American Sales </li></ul><ul><ul><li>District 2 </li></ul></ul><ul><ul><li>District One </li></ul></ul><ul><li>Products </li></ul><ul><ul><li>Acetaminophen </li></ul></ul><ul><ul><li>Acid, Sulfuric </li></ul></ul><ul><li>Sales Stats </li></ul>Alphanumeric Sort Order
  13. 13. <ul><ul><li>Marketing:Campaigns </li></ul></ul><ul><ul><ul><li>Campaign:IC NER 2007Q1 Product X </li></ul></ul></ul><ul><ul><ul><li>Campaign:IC WER 2007Q2 Product Y </li></ul></ul></ul><ul><ul><ul><li>Campaign:MZ USA 2006Q3 Product Z </li></ul></ul></ul><ul><ul><li>Marketing:Products </li></ul></ul><ul><ul><ul><li>Product:Ascorbic Acid </li></ul></ul></ul><ul><ul><ul><li>Product:Citric Acid </li></ul></ul></ul><ul><ul><ul><li>Product:Sulfuric Acid </li></ul></ul></ul>Dashboard Taxonomy Scope Department Date Product Alphanumeric Sort Order Dashboard Folder
  14. 14. Dashboard Taxonomy <ul><li>Sales:NER:NE5 </li></ul><ul><ul><li>Product A </li></ul></ul><ul><ul><li>Product B </li></ul></ul><ul><ul><li>Product C </li></ul></ul><ul><ul><li>Sales Activity </li></ul></ul><ul><li>Sales:NER:NE6 </li></ul><ul><ul><li>Product A </li></ul></ul><ul><ul><li>Product B </li></ul></ul><ul><ul><li>Product C </li></ul></ul><ul><ul><li>Sales Activity </li></ul></ul>Alphanumeric Sort Order Dashboard Folder
  15. 15. Adoption: True Login Percentage “True Login Percentage” percent of users logged in last 14 days
  16. 16. Adoption: Activities Max Mover Sonny Shaker Max Mover Sonny Shaker Max Mover Sonny Shaker
  17. 17. Adoption: Custom Objects & Dashboard Trick! Metric A Metric B Metric C Metric D Metric A Metric B Metric C Metric D Metric A Metric B Metric C Metric D Metric A Metric B Metric C Metric D Metric A Metric B Metric C Metric D “ Metrics” can be stacked on top of each other to look like a table.
  18. 18. Summary <ul><li>Time spent thinking about how you want to organize your company’s Dashboards is time well spent. </li></ul><ul><li>A logical Dashboard taxonomy improves the user experience. </li></ul><ul><li>Organizations should have a formalized definition of “adoption” and measure to that definition using Dashboards and Reports. </li></ul>
  19. 19. Joe Aiello Director, Corporate Systems Fios Inc. [email_address]
  20. 20. Fios Inc. <ul><li>Leading provider of electronic discovery readiness and response services for corporations and their law firms </li></ul><ul><ul><li>Fios enables legal teams to reduce the costs, risks and business disruption brought on legal discovery related to regulatory compliance, litigation, M&A’s and government investigations. </li></ul></ul><ul><ul><li>Headquartered in Portland, Or. with offices located throughout the United States </li></ul></ul><ul><ul><li>Happy customer for four years running </li></ul></ul><ul><li>Challenges </li></ul><ul><ul><li>Adoption problems: Two previous CRM failures </li></ul></ul><ul><ul><li>Need for reporting, collaboration & single truth </li></ul></ul><ul><ul><li>Remote access </li></ul></ul>
  21. 21. Dashboards & Fios <ul><li>Fios started with various pipeline and adoption dashboards and we now have over 50 dashboards in production: </li></ul><ul><ul><li>Service Model Compliance Dashboard </li></ul></ul><ul><ul><li>Survey Dashboard </li></ul></ul><ul><ul><li>Human Resources Dashboard </li></ul></ul><ul><ul><li>Consulting Dashboard </li></ul></ul><ul><ul><li>Inside Sales Dashboard </li></ul></ul><ul><ul><li>Finance Dashboard </li></ul></ul><ul><ul><li>Campaign Dashboards </li></ul></ul><ul><ul><li>Lead Status Dashboard </li></ul></ul><ul><ul><li>Project Management Dashboard </li></ul></ul><ul><ul><li>Numerous Service & Support Dashboards </li></ul></ul><ul><ul><li>Activity Dashboards </li></ul></ul><ul><ul><li>On and on… </li></ul></ul>
  22. 22. Why are Dashboards Critical? <ul><li>On Demand </li></ul><ul><ul><li>Accessible anywhere </li></ul></ul><ul><ul><li>On-Time information </li></ul></ul><ul><li>Collaboration </li></ul><ul><ul><li>No more spreadsheet reporting </li></ul></ul><ul><ul><li>One consistent truth </li></ul></ul><ul><ul><li>Time saver: Efficient </li></ul></ul><ul><li>Visually Effective </li></ul><ul><ul><li>Relevant metrics on one screen </li></ul></ul><ul><ul><li>Big picture </li></ul></ul><ul><li>Adoption </li></ul><ul><ul><li>Dashboards are addictive </li></ul></ul><ul><ul><li>Easy to navigate </li></ul></ul><ul><ul><li>User friendly & intuitive </li></ul></ul>
  23. 23. Planning for success at home! <ul><li>Socialize Change </li></ul><ul><ul><li>Set Expectations & Timelines </li></ul></ul><ul><ul><li>Salesforce is the System of Record </li></ul></ul><ul><li>Special Interest Groups (SIGs) </li></ul><ul><ul><li>Influencers & Management </li></ul></ul><ul><ul><li>Subject Matter Experts </li></ul></ul><ul><ul><li>Super Users </li></ul></ul><ul><ul><li>Transactional Users </li></ul></ul><ul><li>Storyboarding </li></ul><ul><ul><li>Identify Pain Points </li></ul></ul><ul><ul><li>Validate KPI’s </li></ul></ul><ul><ul><li>Get the Big Picture & all the details </li></ul></ul><ul><ul><li>Builds Teaming environment </li></ul></ul><ul><li>Reinforcement </li></ul><ul><ul><li>Deploy Quickly </li></ul></ul><ul><ul><li>Training </li></ul></ul><ul><ul><li>Carrot & Stick </li></ul></ul>
  24. 24. Best Practices (Lessons Learned) <ul><li>Manage Folders & Organize Reports (Taxonomy) </li></ul><ul><ul><li>Sales Management Dashboards – Partner, Enterprise, Law Firm etc </li></ul></ul><ul><ul><li>Decide on a naming convention </li></ul></ul><ul><li>Reporting Structure </li></ul><ul><ul><li>One to Many relationship – have a single report drive multiple dashboard views </li></ul></ul><ul><li>Data Mapping </li></ul><ul><ul><li>Logical Salesforce fields drive reporting metrics </li></ul></ul><ul><ul><li>Reports are only as good as the data they are based on </li></ul></ul><ul><li>Security </li></ul><ul><ul><li>Identify users (profiles) with Manage Dashboard permissions </li></ul></ul><ul><ul><li>Make folders available or hidden based on user profiles </li></ul></ul><ul><li>Reports </li></ul><ul><ul><li>Focus on top level reports </li></ul></ul><ul><li>Deploying </li></ul><ul><ul><li>Clone Dashboards </li></ul></ul><ul><ul><li>Use My Team Features </li></ul></ul><ul><ul><li>Make sure reports are accessible at run time </li></ul></ul>
  25. 25. Executive Pipeline Dashboard
  26. 26. Opportunity Analysis Dashboard
  27. 27. Service & Support Dashboard
  28. 28. KPI – SLA Dashboard
  29. 29. Client Survey Dashboard
  30. 30. Human Resources Dashboard
  31. 31. Value Review Board Dashboard
  32. 32. Imagine it. Learn it. Use it. <ul><li>Planning for success! </li></ul><ul><ul><li>Ease & speed of implementation </li></ul></ul><ul><ul><ul><li>KISS </li></ul></ul></ul><ul><ul><li>Define metrics & KPI’s </li></ul></ul><ul><ul><ul><li>Identify needs & processes that are meaningful to stakeholders </li></ul></ul></ul><ul><ul><li>Socialize Change </li></ul></ul><ul><ul><ul><li>Identify stakeholders and early adopters to champion the system </li></ul></ul></ul><ul><ul><ul><li>Executive level support </li></ul></ul></ul><ul><ul><ul><li>Adoption Dashboards </li></ul></ul></ul><ul><ul><ul><li>If it’s not in it doesn’t exist </li></ul></ul></ul>
  33. 33. Thank you! <ul><ul><li>Appexchange Directory </li></ul></ul><ul><ul><ul><li>Adoption Dashboards- </li></ul></ul></ul><ul><ul><ul><li>Lead and Opportunity Management Dashboards- </li></ul></ul></ul><ul><ul><ul><li>Service & Support Dashboards- </li></ul></ul></ul><ul><ul><ul><li>Many More! </li></ul></ul></ul><ul><ul><li> </li></ul></ul><ul><ul><ul><li> </li></ul></ul></ul><ul><ul><li>Dashboards Mechanics Training </li></ul></ul><ul><ul><ul><li> </li></ul></ul></ul>
  34. 34. Session Feedback Let us know how we’re doing! <ul><li>Please score the session from 5 to 1 (5=excellent,1=needs improvement) in the following categories: </li></ul><ul><ul><li>Overall rating of the session </li></ul></ul><ul><ul><li>Quality of content </li></ul></ul><ul><ul><li>Strength of presentation delivery </li></ul></ul><ul><ul><li>Relevance of the session to your organization </li></ul></ul>We strive to improve, t hank you for filling out our survey. <ul><li>Additionally, please score each individual speaker on: </li></ul><ul><ul><li>Overall delivery of session </li></ul></ul>
  35. 35. Question & Answer