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An Introduction to Stack-up™
                                      by
          Dynamic Benchmarking™

Dynamic Benchmarking is the continuous and
productive study of business performance
relative to peers
What is Stack-up™?
Stack-up™ is an online benchmarking service that provides real-time peer
comparisons of financial and operational metrics. Offered in partnership with
professional associations, it helps member businesses gain insight into their
operations to identify areas for incremental revenue, cost savings, service
improvements and more.

We partner with associations to create and offer a solution specifically designed to
meet the needs of your member businesses, including

          ▫ Fully customized metrics, filtering and reporting
          ▫ Members-only website branded for your association
          ▫ Annual subscription model that delivers association revenue
How Does it Work?

                Business 1

                                                           Instant Peer
                                                           Comparisons
     Business 2               Online Database
                                                          Year over Year
                                                             Analysis
                               • Operational and
   Business 3                    financial metrics
                               • Key performance          Pre-configured
                                 indicators             PowerPoint Reports
                               • Annual, quarterly or
     Business 4                  monthly data
                                                         Aggregated Data

                Business 5+
The Development Process
  •   We consult with our clients to develop the metrics, filters, reports and KPIs
      that are specific to your targeted users

  •   We brand the platform for each client industry

  •   We provide data integration services for automatically populating metrics

  •   We work together to determine user pricing and market the Dynamic
      Benchmarking platform to your members

  •   We provide product launch training and marketing support as needed
The User Experience
 •   Users input their data into the association branded web-based service

 •   After data is entered and/or confirmed, users can instantly compare
     themselves to their peers already in the community

 •   A filter capability allows a dynamic selection of peers based on specific
     and customizable criteria (e.g. revenue, type of business, geographic
     location, etc.)

 •   Pre-configured PowerPoint reports display the user’s information and
     aggregate data for online viewing, downloading, emailing and printing

 •   Password protected security and firewalls use the same technology as
     online banking, to ensure anonymity and protect the business data
Stack-up™ is branded for you


 You supply
 the product
 name, logo, g
 raphics and
 color scheme
 for complete
 branding.
Main Gateway Page

Three Main Tabs for simple Navigation
My Company -Enter data or review
pre-populated data
Compare Companies -Compare your
company to other s
Reports and Charts-Download
PowerPoint charts


Questions are grouped into major
categories. Click on the gray sub-
groups to see questions.




The Progress Bar and Question Tallies
help to monitor completion
My Company Page-Input data
Main Menu - Use this menu
to navigate anywhere in the
site


Sub-group Tabs –Move from
one question group to
another by clicking on these
tabs.


Metrics – Enter answers for
each question by choosing
from a drop down list or
typing in responses. The blue
help text explains the intent
of the metric.
Compare Companies-Line Charts
For each question, the line
charts show:

•Your company’s results (in
blue) on the top of the line

• 25th and 75th Percentile
• Median (in black) below
the line

• Pop-up charts provide
more details about the data
that makes up the results.
Compare Companies- Filtering
Use filtering to create peer
groups on the fly and
compare yourself to a subset
of your peers.



                                Filter settings can be saved
                                for future use by designating
A message will indicate the     them a “Favorite”.
number of companies that
match your selected criteria.
If a user “drills down” too
far, there will be a message
indicating that there are not
enough companies to display
results. This protects the
anonymity of the other
businesses.
Reports and Charts


 Download pre-configured
 reports that each contains
 multiple charts and
 graphs . Use for
 presentations, capture
 historical snapshots and
 communicate with
 others.
Sample Reports
Stack-up™ is scalable and versatile
                           Large Association


                                                                               Stack-up is a versatile
                                                                               solution that varies
                 Small scale                   Large scale
                                                                               according to the needs of
                  solution:                     solution:
                                                                               the association and the
                 ~ 20 metrics              ~ 200 metrics                       association’s members and
                                                                               can be easily deployed .
Small Solution                                                Large Solution
                                                                               Variables include:
                                                                               • Number of metrics & filters
                    Small                         Large
                 Association:                  Association:                    • Complexity of reports
                                                                               • Integration with existing
                   ~5,000                       ~ 50,000+                      software
                  members                       members                        • Revenue generation goals


                           Small Association
Dynamic Benchmarking Clients
• ASAE-The Center for Association Leadership
• International Franchise Association
• Club Managers of America Association
• American Association of Museums
• Association for the Advancement of Medical
  Instrumentation
• Association Forum of Chicagoland
• CFA Institute
• Association of University Programs in Healthcare
  Administration
Contact Us


       Dynamic Benchmarking
                603-686-7113

        info@dynamicbenchmarking.com

        www.dynamicbenchmarking.com

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Dynamic Benchmarking Overview

  • 1. An Introduction to Stack-up™ by Dynamic Benchmarking™ Dynamic Benchmarking is the continuous and productive study of business performance relative to peers
  • 2. What is Stack-up™? Stack-up™ is an online benchmarking service that provides real-time peer comparisons of financial and operational metrics. Offered in partnership with professional associations, it helps member businesses gain insight into their operations to identify areas for incremental revenue, cost savings, service improvements and more. We partner with associations to create and offer a solution specifically designed to meet the needs of your member businesses, including ▫ Fully customized metrics, filtering and reporting ▫ Members-only website branded for your association ▫ Annual subscription model that delivers association revenue
  • 3. How Does it Work? Business 1 Instant Peer Comparisons Business 2 Online Database Year over Year Analysis • Operational and Business 3 financial metrics • Key performance Pre-configured indicators PowerPoint Reports • Annual, quarterly or Business 4 monthly data Aggregated Data Business 5+
  • 4. The Development Process • We consult with our clients to develop the metrics, filters, reports and KPIs that are specific to your targeted users • We brand the platform for each client industry • We provide data integration services for automatically populating metrics • We work together to determine user pricing and market the Dynamic Benchmarking platform to your members • We provide product launch training and marketing support as needed
  • 5. The User Experience • Users input their data into the association branded web-based service • After data is entered and/or confirmed, users can instantly compare themselves to their peers already in the community • A filter capability allows a dynamic selection of peers based on specific and customizable criteria (e.g. revenue, type of business, geographic location, etc.) • Pre-configured PowerPoint reports display the user’s information and aggregate data for online viewing, downloading, emailing and printing • Password protected security and firewalls use the same technology as online banking, to ensure anonymity and protect the business data
  • 6. Stack-up™ is branded for you You supply the product name, logo, g raphics and color scheme for complete branding.
  • 7. Main Gateway Page Three Main Tabs for simple Navigation My Company -Enter data or review pre-populated data Compare Companies -Compare your company to other s Reports and Charts-Download PowerPoint charts Questions are grouped into major categories. Click on the gray sub- groups to see questions. The Progress Bar and Question Tallies help to monitor completion
  • 8. My Company Page-Input data Main Menu - Use this menu to navigate anywhere in the site Sub-group Tabs –Move from one question group to another by clicking on these tabs. Metrics – Enter answers for each question by choosing from a drop down list or typing in responses. The blue help text explains the intent of the metric.
  • 9. Compare Companies-Line Charts For each question, the line charts show: •Your company’s results (in blue) on the top of the line • 25th and 75th Percentile • Median (in black) below the line • Pop-up charts provide more details about the data that makes up the results.
  • 10. Compare Companies- Filtering Use filtering to create peer groups on the fly and compare yourself to a subset of your peers. Filter settings can be saved for future use by designating A message will indicate the them a “Favorite”. number of companies that match your selected criteria. If a user “drills down” too far, there will be a message indicating that there are not enough companies to display results. This protects the anonymity of the other businesses.
  • 11. Reports and Charts Download pre-configured reports that each contains multiple charts and graphs . Use for presentations, capture historical snapshots and communicate with others.
  • 13. Stack-up™ is scalable and versatile Large Association Stack-up is a versatile solution that varies Small scale Large scale according to the needs of solution: solution: the association and the ~ 20 metrics ~ 200 metrics association’s members and can be easily deployed . Small Solution Large Solution Variables include: • Number of metrics & filters Small Large Association: Association: • Complexity of reports • Integration with existing ~5,000 ~ 50,000+ software members members • Revenue generation goals Small Association
  • 14. Dynamic Benchmarking Clients • ASAE-The Center for Association Leadership • International Franchise Association • Club Managers of America Association • American Association of Museums • Association for the Advancement of Medical Instrumentation • Association Forum of Chicagoland • CFA Institute • Association of University Programs in Healthcare Administration
  • 15. Contact Us Dynamic Benchmarking 603-686-7113 info@dynamicbenchmarking.com www.dynamicbenchmarking.com

Editor's Notes

  1. Key Points: Solutions vary according to the size and data needs of an association and its members Data collection can be on-going or time bound Results can be displayed immediately or validated and released at a later date