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The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

Apr 14, 2017

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Technology

Braden Ford
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Page 1: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse
Page 2: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

THE FUTURE OF ANALYTICSGreg Malpass, CEO

Dave Rees, Data Architect

Page 3: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

| 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

Page 4: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

| 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?

Page 5: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

| 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

Page 6: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

| 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.

Page 7: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

Traction Pulse

Page 8: The Future of Analytics: How to Ride the Wave & An Introduction to 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?

Page 9: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

How we collect data - TimecardsWho 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

Page 10: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

Timecard Entry Interface

Page 11: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

| 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

Page 12: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

What is Wave?• Immediate Results• Customizable• Any device• Actionable• All your data

Bringing it all together

Page 13: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

Let’s show you…

Page 14: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

Architecture:Data Flow

EmployeeEngagement

Standard &Custom Objects

SalesforceWave

Project &Timecard

Data

CustomerSatisfaction

Page 15: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

Other Use-Cases - Guest

Page 16: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

| Dreamforce 2016 | Traction on Demand | www.tractionondemand.com |

Other Use-Cases – Data Quality

Page 17: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

| 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

Page 18: The Future of Analytics: How to Ride the Wave & An Introduction to Traction Pulse

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