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THE FUTURE OF ANALYTICS
Greg Malpass, CEO
Dave Rees, Data Architect
| 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
| 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?
| 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
| 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.
| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Traction
Pulse
| 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?
| 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
| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Timecard Entry Interface
| 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
| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
What is Wave?
• Immediate Results
• Customizable
• Any device
• Actionable
• All your data
Bringing it
all together
| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Let’s show
you…
| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Architecture:
Data Flow
Employee
Engagement
Standard &
Custom Objects
Salesforce
Wave
Project &
Timecard
Data
Customer
Satisfaction
| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Other Use-Cases - Guest
| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |
Other Use-Cases – Data Quality
| 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
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

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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.
  • 7. | Dreamforce 2016 | Traction on Demand | www.tractionondemand.com | Traction Pulse
  • 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
  • 10. | Dreamforce 2016 | Traction on Demand | www.tractionondemand.com | Timecard Entry Interface
  • 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