Achieving Performance Improvement with iMIS Scoring Plus

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

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

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

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

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

27. Limitations

28. Limitation: Score display - cumulative only

29. Limitation: Journey Tracking

32. Limitation: Points live forever

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

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

35. Examples from presentation

36. Examples from presentation Staff scores

39. Examples from presentation Donor Clubs

40. Examples from presentation Donor Clubs