Dynamic Benchmarking overview association (by lisav@dynamicbenchmarking.com Stack-up™ is an online benchmarking service that provides real-time peer comparisons of financial and operational metrics. Offered in partnership with professional associations, it helps member businesses gain insight into their operations to identify areas for incremental revenue, cost savings, service improvements and more. We partner with associations to create and offer a solution specifically designed to meet the needs of your member businesses

1. An Introduction to Stack-up™
by
Dynamic Benchmarking™
Dynamic Benchmarking is the continuous and
productive study of business performance
relative to peers

2. What is Stack-up™?
Stack-up™ is an online benchmarking service that provides real-time peer
comparisons of financial and operational metrics. Offered in partnership with
professional associations, it helps member businesses gain insight into their
operations to identify areas for incremental revenue, cost savings, service
improvements and more.
We partner with associations to create and offer a solution specifically designed to
meet the needs of your member businesses, including
▫ Fully customized metrics, filtering and reporting
▫ Members-only website branded for your association
▫ Annual subscription model that delivers association revenue

3. How Does it Work?
Business 1
Instant Peer
Comparisons
Business 2 Online Database
Year over Year
Analysis
• Operational and
Business 3 financial metrics
• Key performance Pre-configured
indicators PowerPoint Reports
• Annual, quarterly or
Business 4 monthly data
Aggregated Data
Business 5+

4. The Development Process
• We consult with our clients to develop the metrics, filters, reports and KPIs
that are specific to your targeted users
• We brand the platform for each client industry
• We provide data integration services for automatically populating metrics
• We work together to determine user pricing and market the Dynamic
Benchmarking platform to your members
• We provide product launch training and marketing support as needed

5. The User Experience
• Users input their data into the association branded web-based service
• After data is entered and/or confirmed, users can instantly compare
themselves to their peers already in the community
• A filter capability allows a dynamic selection of peers based on specific
and customizable criteria (e.g. revenue, type of business, geographic
location, etc.)
• Pre-configured PowerPoint reports display the user’s information and
aggregate data for online viewing, downloading, emailing and printing
• Password protected security and firewalls use the same technology as
online banking, to ensure anonymity and protect the business data

6. Stack-up™ is branded for you
You supply
the product
name, logo,
graphics and
color scheme
for complete
branding.

7. Main Gateway Page
Three Main Tabs for simple Navigation
My Company -Enter data or review
pre-populated data
Compare Companies -Compare your
company to other s
Reports and Charts-Download
PowerPoint charts
Questions are grouped into major
categories. Click on the gray sub-
groups to see questions.
The Progress Bar and Question Tallies
help to monitor completion

8. My Company Page-Input data
Main Menu - Use this menu
to navigate anywhere in the
site
Sub-group Tabs –Move from
one question group to
another by clicking on these
tabs.
Metrics – Enter answers for
each question by choosing
from a drop down list or
typing in responses. The blue
help text explains the intent
of the metric.

9. Compare Companies-Line Charts
For each question, the line
charts show:
•Your company’s results (in
blue) on the top of the line
• 25th and 75th Percentile
• Median (in black) below
the line
• Pop-up charts provide
more details about the data
that makes up the results.

10. Compare Companies- Filtering
Use filtering to create peer
groups on the fly and
compare yourself to a subset
of your peers.
Filter settings can be saved
for future use by designating
A message will indicate the them a “Favorite”.
number of companies that
match your selected criteria.
If a user “drills down” too far,
there will be a message
indicating that there are not
enough companies to display
results. This protects the
anonymity of the other
businesses.

11. Reports and Charts
Download pre-configured
reports that each contains
multiple charts and
graphs . Use for
presentations, capture
historical snapshots and
communicate with
others.

12. Sample Reports

13. Stack-up™ is scalable and versatile
Large Association
Stack-up is a versatile
solution that varies
Small scale Large scale
according to the needs of
solution: solution:
the association and the
~ 20 metrics ~ 200 metrics association’s members and
can be easily deployed .
Small Solution Large Solution
Variables include:
• Number of metrics & filters
Small Large
Association: Association: • Complexity of reports
• Integration with existing
~5,000 ~ 50,000+ software
members members • Revenue generation goals
Small Association

14. Dynamic Benchmarking Clients
• ASAE
• International Franchise Association
• Club Managers of America Association
• American Association of Museums
• Association for the Advancement of Medical
Instrumentation
• Association Forum of Chicagoland
• CFA Institute
• Association of University Programs in Healthcare
Administration

15. Contact Us
Dynamic Benchmarking
603-686-7113
info@dynamicbenchmarking.com
www.dynamicbenchmarking.com