portfolio final sandy lagreca 2009

13
2009 A nalyst P ortfo lio Sandy Lagreca 5089 Collington Troy, MI 48098

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Page 1: Portfolio Final Sandy Lagreca 2009

2009 A nalyst Portfolio

Sandy Lagreca5089 Collington

Troy, MI 48098

Page 2: Portfolio Final Sandy Lagreca 2009

Sandy Lagreca 2

Summary Skills: Senior level experience data/measurement analyst

CRM Siebel Opportunity Database Hyperion Brio SQL VM Lotus Sametime, Notes, 1-2-3, Symphony Microsoft Excel, Word, PowerPoint eClassifer

Page 3: Portfolio Final Sandy Lagreca 2009

Sandy Lagreca 3

Table of Contents

Page 4: Analysis of systems that feed into LLL (Lead, Ledger, Linkage) database. Page 5: Analysis of systems and their connectivity to LLL (Lead, Ledger, Linkage)

database.

Page 6: Analysis of opportunity number overrides.

Page 7: Re-design forms to overcome low response, increase accuracy of recommendations.

Page 8-10: Analysis of services contracts revenue.

Page 11: Analysis of marketing representative sales productivity inhibitors.

Page 12: Analysis of opportunity cycle time.

Page 13: Led Michigan Humane Society Enrichment Task Force – Volunteer.

Page 4: Portfolio Final Sandy Lagreca 2009

Sandy Lagreca 4

Analysis of systems that feed into LLL (Lead, Ledger, Linkage) database.

Objective: Identify systems that feed orders into LLL)

Analysis: Use primary and secondary research and percentage ranking

Results: Decreased unmatched revenue. Identify top order producing geographies and product lines.

Page 5: Portfolio Final Sandy Lagreca 2009

Sandy Lagreca 5

Analysis of systems and their connectivity to LLL (Lead, Ledger, Linkage) database.

Objective: Maximize compliance (linkages) of ~ 50 interconnected systems, minimize troubleshooting from non-compliant systems

Analysis: Use primary and secondary research to identify non-enabled systems

Results: Increase from ~ 50% to ~ 80% compliance

Page 6: Portfolio Final Sandy Lagreca 2009

Sandy Lagreca 6

Analysis of opportunity number overrides.

Objective: Decrease use of override exemption code

Analysis: Use 7 table Hyperion Brio query. Analyze transactions with exemption code for possible corrections

Results: Increase matched revenue

Page 7: Portfolio Final Sandy Lagreca 2009

Sandy Lagreca 7

Re-design forms to overcome low response, increase accuracy of recommendations.

Objective: Increase readability, ease of use of survey template

Analysis: Re-design Excel spreadsheet using tabs, better layout

Results: Higher responder participation, allows deeper analysis

Original

Re-design

Page 8: Portfolio Final Sandy Lagreca 2009

Sandy Lagreca 8

Analysis of services contracts revenue – 1 of 3

Objective:Increase oppty # usage, identify issues

Analysis: Step 1 - five table query using Hyperion Brio for analysis of services contracts

Results: Decrease unmatched revenue

Page 9: Portfolio Final Sandy Lagreca 2009

Sandy Lagreca 9

Analysis of services contracts revenue – 2 of 3

Objective: Increase oppty # usage, identify issues

Analysis: Step 2 – Use a combination of pivot tables and drill down techniques to determine root cause of unmatched revenue, e.g. data entry issue.

Results: Decrease unmatched revenue

Page 10: Portfolio Final Sandy Lagreca 2009

Sandy Lagreca 10

Analysis of services contracts revenue – 3 of 3

Objective: Increase oppty # usage, identify issues

Analysis: Bar chart showing distribution of exemption issues. Results: Decrease unmatched revenue

Page 11: Portfolio Final Sandy Lagreca 2009

Sandy Lagreca 11

Input: Survey application

Process: Analyze survey data, classify categorize, compare distribution of comments to survey questions, rank order.

Output: Executive presentation, prioritized findings.

Analysis of marketing representative sales productivity inhibitors.

Page 12: Portfolio Final Sandy Lagreca 2009

Sandy Lagreca 12

Analysis of opportunity cycle time.

Objective: Identify Geo/Brand where cycle time is higher than average

Analysis: Use 5 table Hyperion Brio query to get data for metric. SQL needed to count unique oppty number

Results: Decrease opportunity cycle time (identification to order)

1. 5-TABLE QUERY

4. PIVOT TABLE

3. CUSTOMIZED SQL

2. RESULTS

Page 13: Portfolio Final Sandy Lagreca 2009

Sandy Lagreca 13

Led Michigan Humane Society Enrichment Task Force – Volunteer.

Objective: Provide recommendations for enrichment of conditions at animal shelter.

Analysis: Use primary and secondary research to identify and categorize suggestions for improvement.

Results: Better living canine conditions.