Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

LITE 2017 – Defining, Mining, and Maintaining Your Data [Josh Amidon]

  • Login to see the comments

  • Be the first to like this

LITE 2017 – Defining, Mining, and Maintaining Your Data [Josh Amidon]

  1. 1. Defining, Mining, and Maintaining Your Data LITE 2017 Administrate
  2. 2. Background: Josh Amidon Administrate Project Management heavily reliant upon good data: 1. Wildfire Risk Management 2. Administrate: Professional Services Team • Implementation Focus Not a Database Engineer or Administrator!
  3. 3. Background: Implementation Team Administrate Training and setup to efficiently get you off the ground! 1. Guide your data import process • Accounts, contacts, courses, events 2. Create automated communications • Registration welcome, LMS access, marketing mail-outs 3. Create reports for refinement and growth Your success is reliant upon your data!
  4. 4. Client Conversion Goals Administrate Goals identified by new clients during sales and implementation: • Getting More Organized • Saving Money • Saving Time • Increasing Course Bookings “Get all my data in one place!”
  5. 5. Story 1: Data as a Detriment Administrate “My data is all over the place” Common Problems: 1. Data DISCONNECTION • Access, Excel, SalesForce 2. Data DUPLICATION • Amidon Ltd., Amidon Industries 3. Data INNACURACY • See above 4. Data PROCESS • Significant manual processing Impacts: 1. Wasted Time 2. Wasted Money 3. Inaccuracy 4. Missed Opportunities 5. Negative Impression 6. Frustration
  6. 6. Story 2: Data as an Asset Administrate “My data is working for me” Preferred Solutions: 1. Connected system • Single platform “house” 2. Automated management support • Decreased exposure 3. Automated service support • Triggered outputs at the right time 4. Easy to integrate • Preferred external interactions Impact: 1. Saved Time 2. Saved Money 3. Accurate, reliable data 4. Gained Opportunities 5. Client Impression 6. Satisfaction; peace of mind
  7. 7. Solution #1: Import Tool Administrate Import accounts, contacts, courses, events Features: • Step-by-step instruction • Duplicate/potential conflict identification • Error resolution outputs • Import reversion Implementation Team supported
  8. 8. Solution #2: Custom Field Creation to Define Your Data Administrate
  9. 9. Solution #3: Insert Merge Fields to Automate Messaging Administrate
  10. 10. Solution #4: Create Custom Reporting to Mine Your Data Administrate
  11. 11. Solution #5: Merge Tool Administrate • Duplicate contact record finder • Side-by-side field comparison • One click resolution
  12. 12. Solution #6: API Bulk Update Administrate We can support a mass update solution: 1. Report-based duplication discovery 2. Rest API update via a scripted solution • Example: Mobile phone country code update across all contacts for SMS messaging
  13. 13. Solution #7: Professional Services Support Administrate Turn the task over to an experienced team: • Training • Analysis • Cleanup • Import
  14. 14. Conclusion • Define and adhere to better data management strategies • Mine your solid base of data for business growth • Maintain your data for ongoing success and piece of mind Next Steps: • NEW: request a 1-2-1 session • CURRENT: visit the control panel and click “Potential Contact Duplicates” • Attend the Professional Services Workshop (here at 4:20 today) Administrate

×