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Insights For Action
Data isn't just numbers, it's your competitive edge waiting to be unleashed. I don't just create pretty dashboards; I architect data strategies that drive real business impact through actionable insights and smart operationalization. Now, with AI as our accelerator, we're entering an era where data can power everything from strategic annual planning to hyper-personalized customer engagement, all executed with unprecedented speed and precision.
Transforming To Trustworthy Data
When I joined Nintex to run marketing operations, the first thing I heard from all corners of marketing was that nobody trusted the data. Marketing and sales used different sources of truth. Clearly, the business was going to struggle in this state, so I took the following steps to revamp how we captured, transformed and activated the data.
Defined Future
Based on the business goals, developed reporting framework and aligned stakeholders
Audited
Audited and documented the existing data capture, transformation and reporting capabilities
Roadmapped
Based on requirements and audit, developed roadmap for achieving the business requirements
Operationalized
Delivered on roadmap over several sprints. Enabled stakeholders on how to leverage reporting to align with sales on source of truth
Outcomes
Alignment For Outcomes
Ever spend most of a meeting discussing the source of the data versus what the insights and actions should be? Many have and it's unnecessary and a complete waste of everyone's time. Alignment on sources of truth, attribution and the forecast is crucial for GTM teams to be rowing in the same direction….all teams rowing in the same direction will get to the destination much faster!
Alignment
It's absolutely critical that all revenue impacting teams (and finance) have alignment on the source(s) of truth for the core metrics that drive the business.
Attribution
So much debate, so much time wasted. Not necessary! Alignment should also include any sort of attribution model being used AND it needs to be non-negotiable that the models intent is to IMProve, not PRove.
Forecasting
Modelling out how the company plans to achieve it's revenue targets is crucial for budget planning, resources and GTM planning. I have run annual forecasting processes across entire GTM teams which served as a great guide posts for achieving revenue targets.
AI To Operationalize Insights
Assuming we are operating with trusted data AND a source we can leverage, it's time to shift from a reactive, rearview operating model to a proactive, always-on model.
Let's Connect!
Ready to transform your operations into a competitive superpower? Let's connect!
Email
steveb@growthbydesign.cv
Call or TXT
425-633-7013