a framework to build a killer customer sucess scorecard

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© Intel Mashery Confidential Information Produced by Measuring Customer Success Case Study from the work at Mashery 2015-Mar-23 Boaz Maor

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© Intel Mashery Confidential Information

Produced by

Measuring Customer Success

Case Study from the work at Mashery

2015-Mar-23

Boaz Maor

© Intel Mashery Confidential Information

• Why Are We Here?

• Brief Background on Mashery

• What is Customer Success: Vision, Mission and Scope

• Measuring Success

• Questions and Discussion

Agenda

© Intel Mashery Confidential Information

If it’s not worth measuring, it is not

worth doing

© Intel Mashery Confidential Information

• Why Are We Here?

• Brief Background on Mashery

• What is Customer Success: Vision, Mission and Scope

• Measuring Success

• Questions and Discussion

Agenda

© Intel Mashery Confidential Information

Where do

apps

come

from?

Source: Cartoonstudies.org

API

Apps Come from APIs x

© Intel Mashery Confidential Information

SmartphoneTablet

Gaming Console

Desktop

Blu-RayConnected TV

Mall Directory

Dressing Room

Blood pressure monitor

Refrigerator

Car Radio

Car GPS

Airplane Entertainment

Store Kisok

Cash Register

POS Display

Bus Stop

Postal Trucks

Inventory Systems

Supply Chain

Subway Map

Alarm ClocksSubway Map

Scale sensors

Railway Schedule

Bus Stop

Radios

Toys

Cameras

Watches

Trains

eReaders

Dog Collars

Treadmill

Biometric Devices

Product Scanners

BlackboardsDelivery Vehicle

Concert Turnstile

Toll BoothRunning Shoes

Scale

Baby Monitor

Power Outlet

Product Sensor

Washing MachineAir Conditioner

Security Bracelet

Remote Control

Vending Machines

200 Billion Connected Devices

© Intel Mashery Confidential Information

Apps Grant

Wishes

…Apps come from APIs

© Intel Mashery Confidential Information

Open Web API - Consumer Example

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Image Description Ratings/ReviewsManage Queue /

Update Account

API

Open Web API - Consumer Example (cont’)

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API Programs Are Used By Different Companies for Different Needs, Enterprises to Small Start-ups

© Intel Mashery Confidential Information

• Why Are We Here?

• Brief Background on Mashery

• What is Customer Success: Vision, Mission and Scope

• Measuring Success

• Questions and Discussion

Agenda

© Intel Mashery Confidential Information

At the end of the day, our success in the

marketplace is measured by the extent

of the value our solutions provide to

customers. The higher that value, the

greater is our ability to be successful.

Mission of Customer Success Team

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The Three Key Objectives of the Customer Success Team

1. Maximize

Value Our Customers Extract from

Our Solutions

2a: Maximize

Monetary Value

to Us

2b: Maximize

Non-Monetary Value

to Us

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The “Formula” Definition of Customer Success

(for the Customer)

Program

Scope

Program

Value Program Scope:

What

Program Execution:

How

Program Value:

Why

© Intel Mashery Confidential Information

Complementary Skills and Teams are Needed to

Effectively Execute on This Charter

Program

Scope

Program

Value

CPSMTSS

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• Why Are We Here?

• Brief Background on Mashery

• What is Customer Success: Vision, Mission and Scope

• Measuring Success

• Questions and Discussion

Agenda

© Intel Mashery Confidential Information

Customer Success Scorecard and MBOs

MBO Area Lead/Lag Q1 Q2 Q3 Q4

Customer Success

Financial Success

Inter-Team Impact

Practice Development

© Intel Mashery Confidential Information

Customer Success Scorecard and MBOs: Customer

Success

© Intel Mashery Confidential Information

Customer Success Scorecard and MBOs: Mashery

Financial Success

© Intel Mashery Confidential Information

Customer Success Scorecard and MBOs: Inter-

Team Processes and Practice Development

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CS Team Goals Cascade Down from Company Goals to

Each Sub-Team’s

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CPSM MBOs: High Level Structure

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CPSM MBOs: Specific Definitions

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CPSM MBOs: Sample Worksheet – Input

© Intel Mashery Confidential Information

CPSM MBOs: Sample Worksheet – Output

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1) Track Team performance over time

2) Track Individual performance against others in the team

3) Track Individual performance over time

CPSM MBOs: Tracking Results Over Time Enables

Refinement of the Focus of the Business

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1. Overall CPSM Team

Exceeded Its MBO2. Almost all CPSM

Exceeded their MBO

3. We Out-Performed

mainly in Monetary Value

to us and Value to

customers categories

4. We Under-Performed

the most in Non-Monetary

Value to us and Program

Expansion

Take Away #4: Performance Acros CPSM Team is conssistent

Take Away #5: Monetary on the expense of Program Expansion

© Intel Mashery Confidential Information

• Why Are We Here?

• Brief Background on Mashery

• What is Customer Success: Vision, Mission and Scope

• Measuring Success

• Questions and Discussion

Agenda