achieving performance improvement with imis scoring plus
TRANSCRIPT
Achieving Performance Improvement with Scoring Plus
Andrea Robertson - Business Analyst
slides + resources: bit.ly/innov17-scoring-plus
Overview
• What scores are• How are they calculated• Some examples• What the data looks like• Some limitations
4 parts to every score
Percentile Components (over time)
Category
4 parts to every score
Raw Score
Dashboard
What's in a formula
Formulas
Scoring Plus only
FormulasComponents
FormulasComponentsContact Key (required) UpdatedOn (optional)
Numeric value(optional)
FormulasComponents
No UpdatedOn = Sampled data
FormulasCategories
Score review
Examples
Example: Staff scores
Example: Donor Clubs
Example: Donor Clubs
Ideas
Idea: Segmentation
Idea: Regulatory scores
Idea: GPS
What the raw scores look like
Helpful Business Objects
Raw Data
Easy to use
Tips
• Using ContactKey–Make sure your contact key is a GUID, not a
numeric ID–Use NetContactBasic (new Business Object)
Tips
• Using UpdatedOn–Not required, but usually preferred–Use the panel editor trick–Be careful about backdated data
Tips
• Sampled data–No UpdatedOn column–Will get points in each time period that they still
are included in the query
Tips
• Recalculating historical scores–Can slow down your system–Will lose historical data for any "sampled"
component
Limitations
Limitation: Score display - cumulative only
Limitation: Journey Tracking
Limitation: Journey Tracking
Limitation: Journey Tracking
Limitation:Points live forever
Achieving Performance Improvement with Scoring Plus
Andrea Robertson - Business Analyst
slides + resources: bit.ly/innov17-scoring-plus
Examples from presentation
Examples from presentationStaff scores
Examples from presentationStaff scores
Examples from presentationStaff scores
Examples from presentationDonor Clubs
Examples from presentationDonor Clubs