Build & Document the Perfect Analytics Environment
About Me
Event Hashtags
Sponsor Slide
Conference Whova App
My journey
Agenda
What brings you to CRM Analytics?
Use Cases for our Admin Team
Use Cases for our Admin Team
Use Cases for our Admin Team
Use Cases for our Admin Team
Use Cases for our Admin Team
Use Cases for our Admin Team Summary
Where do I start?
Where do I start?
Where do I start?
Where do I start?
Where do I start?
Where do I start?
Where do I start?
Checklist #1
What do you have?
What do you have?
Datasets
Datasets
Dataflows
Recipes
Standard Report Type limitations
Recipes can do it!
Apps & Dashboards
What exists today?
Analytics Home > Data Assets
Data Manager > Dataflows & Recipes
Schedules > After Events or specific times
Analytics Home > Connections
How is access controlled?
Keep it organized (in your own way)
https://bit.ly/ShannonResch
Checklist #2
What do you need to do?
What do you need to do?
Find gaps and ways to improve
Find gaps and ways to improve
Find gaps and ways to improve
Find gaps and ways to improve
Find gaps and ways to improve
Find gaps and ways to improve
Analytics Home > Data Assets
Find gaps and ways to improve
Find gaps and ways to improve
Find gaps and ways to improve
Get out of (Technical) Debt
Update User Access
Update User Access
Event Monitoring
Checklist #3
Pulling it all together
#1 Tip to keep things documented and organized
Dashboard Notes example
Keep this “perfect” going!
Use Cases for our Admin Team - Solution
Use Cases for our Admin Team - Solution
Use Cases for our Admin Team - Solution
Use Cases for our Admin Team - Solution
Use Cases for our Admin Team - Solution
Thank You!