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Seven steps to success in
managing collaboration quality
Jukka Koskenkanto
CEO
Cloudriven Oy
Step #1: Enable collaboration
 Publish objects that may be
social
 Enable communication
about the objects
 Connect objects to
processes
 Use also other
arrangements to support
collaboration if possible
Step #2: Ensure audit trail
Object
When?
What?Who?
Step #3: Access
 Big data
 Computing power
 APIs
Case: Forecasting B2B sales
Forecast # of weekly deals
Keep the model simple
Create reliable model
Customer
request
• Reliable forecasts
• New approaches to sales
work and sales management
Case: Forecasting B2B sales
Customer
needs
Step #4: Data analysis
 Analysis vs. repeated guess
 Coverage
 Why people do what they
do?
Case: Forecasting B2B sales
Problem
mathematically
Variables
Model
Results and
conclusions
Step #5: Present the results
 Keep it simple (at least on the first slide)
 Use the language your customer understands
 Be prepared to meet the expectations of critical
voices on next slides
Case: Forecasting B2B sales
Key message 1:
 Forecast # of weekly deals with high relaibility
and small variance
 Magic formula shared with the sales controller
 Example forecast:
75 80 85 90 95 100 105 110 115 120 125
Forecast:100
Case: Forecasting B2B sales
Key message 2:
 Pay attention to behaviours / actions which will
maximise
 Number of created proposals
 Number of high quality customer & internal discussions
between the proposal date and the decision date
 Change your management system by organizing
time for those actions.
 Do not include action ”modify proposal in the
CRM” in your sales management model – keep it as
an indicator
Step #6: Improve the model
Extend
Crunch
Technical
quality
Case: Forecasting B2B sales
 70 % might be 80 or 90 % by eliminating the affect
of vacation periods from the model
 It might be possible to specify which kind of
discussions produce highest rate. What effect does
it have to the model if we
 met decision maker,
 met influencer,
 organized a meeting where another customer told how
we did in the project,
 Replied to customer call,
 called customer,
 sent an email or
 sent an email with attachement?
Step #7: Manage actions
Motivator design
Action monitoring & instant feedback
Action KPIs
Thank you!
Jukka Koskenkanto
CEO
Cloudriven
jukka.koskenkanto@cloudriven.fi
+358 50 560 4607
http://fi.linkedin.com/in/koskenkanto
 Stay tuned:
 Blog:
http://www.cloudriven.fi/en/blog/strategy-
changes-does-the-work-change/
Organizers
#ProductivityDay

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Seven steps to success in managing collaboration quality

  • 1. Seven steps to success in managing collaboration quality Jukka Koskenkanto CEO Cloudriven Oy
  • 2. Step #1: Enable collaboration  Publish objects that may be social  Enable communication about the objects  Connect objects to processes  Use also other arrangements to support collaboration if possible
  • 3. Step #2: Ensure audit trail Object When? What?Who?
  • 4. Step #3: Access  Big data  Computing power  APIs
  • 5. Case: Forecasting B2B sales Forecast # of weekly deals Keep the model simple Create reliable model Customer request
  • 6. • Reliable forecasts • New approaches to sales work and sales management Case: Forecasting B2B sales Customer needs
  • 7. Step #4: Data analysis  Analysis vs. repeated guess  Coverage  Why people do what they do?
  • 8. Case: Forecasting B2B sales Problem mathematically Variables Model Results and conclusions
  • 9. Step #5: Present the results  Keep it simple (at least on the first slide)  Use the language your customer understands  Be prepared to meet the expectations of critical voices on next slides
  • 10. Case: Forecasting B2B sales Key message 1:  Forecast # of weekly deals with high relaibility and small variance  Magic formula shared with the sales controller  Example forecast: 75 80 85 90 95 100 105 110 115 120 125 Forecast:100
  • 11. Case: Forecasting B2B sales Key message 2:  Pay attention to behaviours / actions which will maximise  Number of created proposals  Number of high quality customer & internal discussions between the proposal date and the decision date  Change your management system by organizing time for those actions.  Do not include action ”modify proposal in the CRM” in your sales management model – keep it as an indicator
  • 12. Step #6: Improve the model Extend Crunch Technical quality
  • 13. Case: Forecasting B2B sales  70 % might be 80 or 90 % by eliminating the affect of vacation periods from the model  It might be possible to specify which kind of discussions produce highest rate. What effect does it have to the model if we  met decision maker,  met influencer,  organized a meeting where another customer told how we did in the project,  Replied to customer call,  called customer,  sent an email or  sent an email with attachement?
  • 14. Step #7: Manage actions Motivator design Action monitoring & instant feedback Action KPIs
  • 15. Thank you! Jukka Koskenkanto CEO Cloudriven jukka.koskenkanto@cloudriven.fi +358 50 560 4607 http://fi.linkedin.com/in/koskenkanto  Stay tuned:  Blog: http://www.cloudriven.fi/en/blog/strategy- changes-does-the-work-change/