portfolio final sandy lagreca 2009
TRANSCRIPT
2009 A nalyst Portfolio
Sandy Lagreca5089 Collington
Troy, MI 48098
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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
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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.
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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.
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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
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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
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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
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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
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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
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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
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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.
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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
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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.