Problem - Data Visibility

Question 1

What is the data visibility problem?

Answer 1

Low data visibility/slow reports
- low data visibility
- reporting is manual/clunky/inaccurate
- difficult to make data-driven choices
- can’t keep consultants accountable

Question 2

What are the 5Ps?

Answer 2

• Problem
• Primary Reason
• Pain
• Promise
• Payoff

Question 3

Primary Reasons - Data Visibility Issue?

Answer 3

• CRM not focused on reporting functionality
• Spreadsheets and other manual means
• Systems not integrated with each other, multiple data sources
• Consultants don’t have a clear view of their stats

Question 4

Pains - Data Visibility/Slow Reports Issue?

Answer 4

• Average between 2-5 hours spent weekly pulling data and creating reports
• Decisions based on opinion rather than data
• Key reports not pulled, creating lack of awareness
• Consultant performance reduced due to lack of accountability

Question 5

How do we solve the data visibility issue?

Answer 5

• Intuitive and granular reporting
• Automated
• No manual reports, data all in one place
• Date ranges to form insights
• Consultant visibility into own and other’s performance

Question 6

What’s the payoff from solving the Data Visibility/Slow Reporting issue?

Answer 6

• Save hours to be spent elsewhere
• Better coaching and ability to drive performance
• Consultant accountability for performance, self-motivation
• Data based decisions, lower risk, more opportunity