Summary
Led development of data reporting and Key Performance Indicators (KPI) dashboard enabling performance management and alignment with organizational goals.
Skills Demonstrated
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Problem Statement
Current State
Outreach efforts are difficult to track and report on. Performance management is manual and inconsistent which translates to inconsistent experiences for our external partners and inconsistent results.
Gap
Data captured is in multiple systems and no custom reports currently exist with a consistent unique identifier to stich them together into meaningful and actionable insights.
Desired Future State
Combine the data produced by implementation of salesforce for customer relationship management, implementation of outreach stages tracking, and outreach events tracking into a single consolidated report that tracks KPI’s and can be used to develop data visualizations for executive level consumption.
My Contributions
Results
Challenges
Most of the systems are relatively new and require manual inputs of baseline information.
Resolution/Outcome
Outcome: Successful
Timeline: On-Time (3 months from concept to delivery)
I worked with my staff, leaders, sharepoint developer, and salesforce administrator/developer to develop custom reporting from multiple sources which we then combined into a single consolidated reporting system which offered updated insights as often as daily showing activity and outcome levels for outreach managers and also distilling into executive level data visualizations.
Lessons Learned
Patience
We learned to be patient with the iterative nature of developing effective data visualization.