FOCUS Workshops

Having a strong analytics setup is critical in today’s business world, but it can be difficult to know where to begin or to find the time to start.  That’s why we developed our FOCUS Workshops.  This is a series of four modules that can walk you through the full process of developing a strong analytics roadmap, from developing goals and KPIs to developing an implementation-ready final roadmap with thresholds and action plans to drive quick, thoughtful decision-making.  Pick and choose the modules that are relevant for your business and we’ll get your roadmap journey started.  Or, if you already know what you want, go directly to our consultants.

Want to learn more about how we can help?  Click here to schedule a 30-minute intro with one of our consultants.  Or, contact us with questions or to learn more.

Module 1: FOCUS on What’s Important

Goals and Strategic Priorities

Whether you’re a new business or you’ve been open for years, the day-to-day grind of making our customers happy can make it difficult to sit back and focus on what your business needs to do in the long-term to succeed.  Until you do, you risk a team out of sync and a business that treads water instead of making progress on the most important initiatives.  That’s where our first module can help.  We’ll walk you through developing SMART (Strategic, Measurable, Achievable, Relevant, Time-Based) goals for your company so you can point everyone in the right direction, then measure your progress getting there.  We’ll also discuss ways to ensure these goals filter down throughout the company so that everyone is on board and on point.  After the session, we’ll prepare a written report summarizing your goals and measurements, as well as plans for putting these into place.

Module 2: FOCUS on What’s Measurable

Key Performance Indicators (KPIs) and Segmentation

Your goals are set and your priorities are clear.  But how do you know if you’re making any progress?  This module will help your team develop Key Performance Indicators (KPIs) that tie directly to your goals and priorities, so you’ll have clear indications whether you are on- or off-track.  Then, we’ll help you segment your data.  Which groups of customers are most critical to your business?  Which demographics respond best to your marketing efforts and how do you reach them?  We’ll walk you through segmenting your data so you’re looking at the right slices for the right reasons.  After the session, we’ll prepare a written report that describes each KPI in depth as well as the segmentation approach and rationale.

Module 3: FOCUS on What’s Actionable

KPI Action Plans

You’ve defined and developed your KPIs.  But what do you do when they go off-track?  This module is designed to help you develop response plans for when your KPIs go in the wrong direction.  What are potential root causes of issues?  What thresholds should be set to trigger actions?  What actions should be taken and who will be responsible for doing so?  We’ll walk through these areas and more to give you a clear picture of what to do when things go wrong.  After the session we’ll prepare a written “owners guide” for your analytics detailng your action plans, so you’ll always know how to respond to changes in your KPIs.

Module 4: FOCUS on What You Do Best

Analytics Roadmap

Your priorities are clear and your KPIs are defined.  But unless you can easily find the information you need, you’ll spend too much time digging to find out what’s happening with your business and not enough time doing what you do best: making your business a success.  That’s where Module 4 comes in.  First, we’ll work with you to identify where the data lives for each of your KPIs and other important measurements.  Then we’ll discuss how to integrate this information into dashboards and reports that can be updated in as close to real-time as possible.  After the session, we’ll prepare a written report detailing the roadmap developed, along with key questions that need to be resolved and next steps for your business to implement your company’s new analytics roadmap.

Bonus Module: FOCUS on ChatGPT

Using ChatGPT to make your day-to-day easier

Unlock the potential of AI for your business with our engaging, interactive workshop designed for non-technical users! Learn how to harness the incredible capabilities of ChatGPT through a user-friendly interface, with no development assistance required. In this workshop, you’ll gain practical insights into using ChatGPT to revolutionize your day-to-day operations, from internal and external communications to content creation and beyond. Our expert facilitator will guide you step by step, demonstrating real-world applications and sharing valuable tips to ensure you can get the most out of AI. Then we’ll walk through examples from your own business. Put your business on the cutting edge by learning how to harness the power of this amazing new tool that everyone is talking about.

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