Going Beyond Metric CreationOperationalizing Your Cards and Dashboards

Your Speakers

Tyler NelsonOrganizational Effectiveness Manager Director of Business Insight & Analytics

Jesse Kreitzman

WELCOME

Allied Universal Fast Facts

Distributedworkforce

YoY growth

Domo Facts

9 Group churn

23K PDP rules / set7K Rule churn / day10 Rules / user (+250)

170 PDP sets2K PDP columns

4.5K Users1K in a week

4K Cards750 Flows

Transformative Programs• +$30M Revenue (Annually): Margin Improvement• -$5M Spend: Worker’s Comp Mgmt• -$5M Spend: Benefit Mgmt• -$4M Spend: Onboarding Mgmt• Other smaller projects

~$50M benefit in 2018

Key Takeaways

Work Smarter,Not Harder Go Big to Go SmallEveryone Can Have an

Impact

KEY TAKEAWAY

Work smarter not harder

• Operational Improvements• Knowledge Sharing• Drive Awareness• Time to Market

How can Domo save time on common tasks?

Repeated Actions• Client Business Reviews• Weekly Status Updates

Transparency• Leaderboards

• Enterprise-Wide Stats

Knowledge SharingIf something seems interesting to you, make it and keep it in your back pocket

Drive Awareness• People don’t use what they do not understand• Many individuals would use it if they had certain cards, little do

they know they already exist.• BI CoE• Governance Program• CourseBuilder

Architecture Drives Time to Market• BI team automates and

builds foundation.• MajorDomo’s own cards,

feedback, education.• Rapid roll-out• Reduced overhead• Increased engagement• Value +++• Rolling offsets• Cards shared across pages

Business Insight Operating Structure

EvangelismAdvocacyPractice

BI COE USERS

AdoptionEngagementAwareness

DRIVES

SERVES

Everyone can have an impact

• Understandable, actionable metrics

• Guide your team• Constant, candid feedback

Understandable, Actionable MetricsExample of a poor card No clear action

No targetToo granular

Poor naming

Too many labels

Understandable, Actionable MetricsExample of a great card

Shows progress towards goal

ETL analysis provides context

Clear, concise labels

Actionable target

Short, but descriptive name and description

Solicit Constant Candid Feedback• Pie in the sky, what would

you want?• Produce cards that meet

requirements.• Test them “in the field”.• Adjust based on feedback.• Share with all users.• Certify valuable stats.• Start again

ELICIT

BUILD

BETA

REFINE

RELEASE

CERTIFY

Guide People to the Next Logical Step

• Storytelling• Logical Flow• Notebook Cards• CourseBuilder

Barriers to Success• Metrics aren’t actionable or are too complex to understand

(based on user base and their knowledge level).• Too many cards that show the same thing.• Domo Days: Recurring review sessions.• Lack of consistency. (share beast modes)• Leadership buy-in.

Go Big to Go Small1. Identify the business

question2. Determine areas of impact3. Operationalize it

Simplified

Business Need

Programs

Actionable Cards

Business Question

How do we improve profit?

Identify ProgramsHow do we improve profit?

Recruiting & HR Operations

Actionable CardsActual vs Target

Contributing Factors

Creating Actionable Cards

Why details are important

Manager A Manager B

VARIABLE SCALEFIXED SCALE

Putting it all togetherBusiness Question

Program

KPI

Correlated Stats

Supporting Docs

Recap

Work Smarter,Not Harder Go Big to Go SmallEveryone Can Have an

Impact

Focus on recurring tasks with the

largest potential impact

Utilize the macro to determine what

micro actions will drive your business

Utilize the wealth of knowledge at your fingertips to drive

adoption and development

QUESTIONS?

THANK YOU