Learn how to take iMIS Scoring Plus beyond just engagement. This presentation covers the basics of the scoring module, plus some ideas about how you can take advantage of the technology for your own usage. Presentation originally given at iMIS iNNOVATIONS 2017 conference.

1. Achieving Performance
Improvement with Scoring Plus
Andrea Robertson - Business Analyst
slides + resources: bit.ly/innov17-scoring-plus

2. Overview
• What scores are
• How are they calculated
• Some examples
• What the data looks like
• Some limitations

3. 4 parts to every score
Percentile Components (over time)
Category

4. 4 parts to every score
Raw Score

5. Dashboard

6. What's in a
formula

7. Formulas
Scoring Plus only

8. Formulas
Components

9. Formulas
ComponentsContact Key (required) UpdatedOn (optional)
Numeric value
(optional)

10. Formulas
Components
No UpdatedOn = Sampled data

11. Formulas
Categories

12. Score review

13. Examples

14. Example:
Staff scores

15. Example:
Donor Clubs

16. Example: Donor Clubs

17. Ideas

18. Idea:
Segmentation

19. Idea:
Regulatory scores

20. Idea:
GPS

21. What the raw scores look like

22. Helpful Business Objects
Raw Data
Easy to use

24. Tips
• Using ContactKey
–Make sure your contact key is a GUID, not a
numeric ID
–Use NetContactBasic (new Business Object)

25. Tips
• Using UpdatedOn
–Not required, but usually preferred
–Use the panel editor trick
–Be careful about backdated data

26. Tips
• Sampled data
–No UpdatedOn column
–Will get points in each time period that they still
are included in the query

27. Tips
• Recalculating historical scores
–Can slow down your system
–Will lose historical data for any "sampled"
component

28. Limitations

29. Limitation:
Score display - cumulative
only

30. Limitation:
Journey Tracking

31. Limitation: Journey Tracking

32. Limitation: Journey Tracking

33. Limitation:
Points live forever

34. If you want improvements...
Bug these guys!
ProductOwners@advsol.com

35. Achieving Performance
Improvement with Scoring Plus
Andrea Robertson - Business Analyst
slides + resources: bit.ly/innov17-scoring-plus

36. Examples from
presentation

37. Examples from presentation
Staff scores

38. Examples from presentation
Staff scores

39. Examples from presentation
Staff scores

40. Examples from presentation
Donor Clubs

41. Examples from presentation
Donor Clubs