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Seven steps to success in
managing collaboration quality
Jukka Koskenkanto
CEO
Cloudriven Oy
Step #1: Enable collaboration
 Publish objects that may be
social
 Enable communication
about the objects
 Connect objects to
processes
 Use also other
arrangements to support
collaboration if possible
Step #2: Ensure audit trail
Object
When?
What?Who?
Step #3: Access
 Big data
 Computing power
 APIs
Case: Forecasting B2B sales
Forecast # of weekly deals
Keep the model simple
Create reliable model
Customer
request
• Reliable forecasts
• New approaches to sales
work and sales management
Case: Forecasting B2B sales
Customer
needs
Step #4: Data analysis
 Analysis vs. repeated guess
 Coverage
 Why people do what they
do?
Case: Forecasting B2B sales
Problem
mathematically
Variables
Model
Results and
conclusions
Step #5: Present the results
 Keep it simple (at least on the first slide)
 Use the language your customer understands
 Be prepared to meet the expectations of critical
voices on next slides
Case: Forecasting B2B sales
Key message 1:
 Forecast # of weekly deals with high relaibility
and small variance
 Magic formula shared with the sales controller
 Example forecast:
75 80 85 90 95 100 105 110 115 120 125
Forecast:100
Case: Forecasting B2B sales
Key message 2:
 Pay attention to behaviours / actions which will
maximise
 Number of created proposals
 Number of high quality customer & internal discussions
between the proposal date and the decision date
 Change your management system by organizing
time for those actions.
 Do not include action ”modify proposal in the
CRM” in your sales management model – keep it as
an indicator
Step #6: Improve the model
Extend
Crunch
Technical
quality
Case: Forecasting B2B sales
 70 % might be 80 or 90 % by eliminating the affect
of vacation periods from the model
 It might be possible to specify which kind of
discussions produce highest rate. What effect does
it have to the model if we
 met decision maker,
 met influencer,
 organized a meeting where another customer told how
we did in the project,
 Replied to customer call,
 called customer,
 sent an email or
 sent an email with attachement?
Step #7: Manage actions
Motivator design
Action monitoring & instant feedback
Action KPIs
Thank you!
Jukka Koskenkanto
CEO
Cloudriven
jukka.koskenkanto@cloudriven.fi
+358 50 560 4607
http://fi.linkedin.com/in/koskenkanto
 Stay tuned:
 Blog:
http://www.cloudriven.fi/en/blog/strategy-
changes-does-the-work-change/
Organizers
#ProductivityDay

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Productivity day 2013 measuring collaboration quality

  • 1. Seven steps to success in managing collaboration quality Jukka Koskenkanto CEO Cloudriven Oy
  • 2. Step #1: Enable collaboration  Publish objects that may be social  Enable communication about the objects  Connect objects to processes  Use also other arrangements to support collaboration if possible
  • 3. Step #2: Ensure audit trail Object When? What?Who?
  • 4. Step #3: Access  Big data  Computing power  APIs
  • 5. Case: Forecasting B2B sales Forecast # of weekly deals Keep the model simple Create reliable model Customer request
  • 6. • Reliable forecasts • New approaches to sales work and sales management Case: Forecasting B2B sales Customer needs
  • 7. Step #4: Data analysis  Analysis vs. repeated guess  Coverage  Why people do what they do?
  • 8. Case: Forecasting B2B sales Problem mathematically Variables Model Results and conclusions
  • 9. Step #5: Present the results  Keep it simple (at least on the first slide)  Use the language your customer understands  Be prepared to meet the expectations of critical voices on next slides
  • 10. Case: Forecasting B2B sales Key message 1:  Forecast # of weekly deals with high relaibility and small variance  Magic formula shared with the sales controller  Example forecast: 75 80 85 90 95 100 105 110 115 120 125 Forecast:100
  • 11. Case: Forecasting B2B sales Key message 2:  Pay attention to behaviours / actions which will maximise  Number of created proposals  Number of high quality customer & internal discussions between the proposal date and the decision date  Change your management system by organizing time for those actions.  Do not include action ”modify proposal in the CRM” in your sales management model – keep it as an indicator
  • 12. Step #6: Improve the model Extend Crunch Technical quality
  • 13. Case: Forecasting B2B sales  70 % might be 80 or 90 % by eliminating the affect of vacation periods from the model  It might be possible to specify which kind of discussions produce highest rate. What effect does it have to the model if we  met decision maker,  met influencer,  organized a meeting where another customer told how we did in the project,  Replied to customer call,  called customer,  sent an email or  sent an email with attachement?
  • 14. Step #7: Manage actions Motivator design Action monitoring & instant feedback Action KPIs
  • 15. Thank you! Jukka Koskenkanto CEO Cloudriven jukka.koskenkanto@cloudriven.fi +358 50 560 4607 http://fi.linkedin.com/in/koskenkanto  Stay tuned:  Blog: http://www.cloudriven.fi/en/blog/strategy- changes-does-the-work-change/

Editor's Notes

  1. Anyonewhodoesn’tbelievethatcollaborationmakesdifference?
  2. People connect via theobjects to eachotherCo-createdocumentsDiscussabout a blogpostSolve a problemInenterpriseworldsocialobjectsshouldberelated to processesgenerating business value -> processes and actionsrelated to themarerelativelyeasy to manage. Managingcollaborationthat is notrelated to anyprocessgeneratin business value is veryhard and questionable
  3. If youdonotknow, whenwhodidwhatregardingtheobjectyoucannotbeaware ofcausalconnections.In practice: keepthe version history of differentobjects…This is themostsimpliestform of big data withinenterprises
  4. If onehasthe data butaccess is grantedonlybased on IT department’scontrolneeds -> thevalue of the data is minimizedCustomer’susingour software hasextensive data storagethatcanbeaccessed via APIs
  5. Casecustomer: Offersprofessionasservices to companiesVirta CRM userorganization – CRM in use as ourcustomerstend to haveDifferentofferingsDealvalues and salescyclesdiffer
  6. If youunderstandtherootcauses of a problem, whydon’tyoufix it?
  7. Plenty of ”rules of thumbs” drivebusinesses. Somtimesrule of thumb is goodenough and there is no point to carrythecost of buildingrealunderstanding. However I canguaranteethattheanalysisshouldbe made by a professionalmuchmoreoftenthan it iftheprocess in question is producingorconsuming business value (and volumesarebigenough)Doestheanalystunderstandthe business problemwellenough to highlightvariablesthatmightstillimprovetheresults?Doestheanalystunderstandhowthenumbersarecreated? Whichactionsresulted to thosenumbers? Whypeopleactedlikethat?
  8. Time seriesmodeling, whichrequiresdeepunderstanding of modeling -> eg. Autoregression and multicollinearitymaycausesignificantsystematicerrors to thefinalmodel in wronghandsIndependentvariablesexplainswhydependendvariablesgettheirvalues – in modelingprocessunderstanding of thereal life business problem is veryimportant -> avoidegg – chickenproblems, introducethemostrelevantvariablecandidates for themodelTriedeveryaspectthatmightberelevant. Variablesbased on systemgathered data, variablescreatedbased on systemgathered data and variablesfrom outside world (liketrendbarometers)Foundthemodel –regression modelbased on twoexplainingindependentvariables. Testedthemodel in case of multicollinearityor autoregression exists. Got results… Someremarks, withoutputtingcustomerintimacy in danger… Coefficient of determinationmeaningvariablesability to explainthenumber of deals per weekwas 38 % with 1 tradiationalvariable (howmuchstuffyouhave out there). By addinganothervariablewhichreflectssalesrepsbehaviour, thecoefficient of determinationraised to 71 %, whichcouldbestillimprovedbyignoringthe summer vacationweeks in themodel. Whatwastheothervariable? It wasthetotalcount of modifications of proposalsfromwhichthecompanywaited for decisionfrom a customer. Whatdoesthistell to us? Well, salesrepslikeall of us arelazy. If there is no realreasonwewillnotmodifyourproposalsmarked in the CRM (and in someorganizationsthediscipline to addtheproposals is actuallymissingtotally). Themodificationsrepresentquality in customerorinternaldialoguethatwilladdsuchinformation to theproposalthatthesalesrep is reallywilling to usehis/hertime for editing it in the CRM.
  9. Independentvariables, dependendvariables, multicollinearity, autoregression, coefficient of determination. Whatdoesthatmean in practice?
  10. Extendyourunderstandingwider (doeseg. Customer, contact person orsomeotherdemographicvariableaddsomething to themodel -> shouldwecreatenewvariablesbased on the data?)Can somevariablebestilldivided tosuchthathavebettercapability to explainthenumber of deals?Runmorestatisticaltests
  11. Shortlyabout me and Cloudriven