Monthly Archives

October 2018

SplashBI Releases New Software Version 4.1.3 1

The Power of Hierarchy in HR

By | Blog

The Power of Hierarchy

Hierarchical Analytics enables an organization to analyze the root cause of all problems within the organization. It helps organizations in finding out specific pain points within the hierarchy and helps rectify them.

Hierarchies have gotten a bit of a bad reputation. “Hierarchical” is sometimes used to describe an organization with a rigid structure filled with bureaucracy. It sounds old and stodgy. Nowadays, we’re all about teams. However, people still report to managers and organizations need hierarchies. Everybody can’t be accountable to everybody. I think of hierarchies as accountability trees. In a good culture, hierarchies foster and protect people, not corral and pigeonhole them.

SplashBI Releases New Software Version 4.1.3 2

Now let’s talk about analytics. Standard business analytics sort things by location, department or general ledger. They analyze the health of a business by looking at lists of things. HR analytics are different in that they analyze people, not widgets or money. Hierarchies are critical to people analytics because they define relationships between people, their managers and their teams. It’s relatively easy to spot individual problems in an organization but it’s difficult to understand why without using a hierarchy.

To discover strengths and weaknesses on an organization’s people, we navigate the hierarchy. It’s an accountability tree and allows for impactful calculations.

Let’s take a look at a fictional company called Datamangle (a data mangling service with 20,000 employees). Turnover is high and it it’s expensive to hire and onboard a new data mangler. The CEO asked Chris in HR to find ways to increase employee retention.

Chris jumps into SplashBI and gets to work. Starting at the top of the services hierarchy, Chris looks at turnover for each director. One director, Pat has the lowest turnover by a narrow margin.

Chris then drills into Pat’s organization and sees that one senior manager, Kelly has significantly lower turnover on her team of 60 data smashers and managers. Customer satisfaction is also high for Kelly’s team. Prior to Kelly holding this position, the team’s numbers were similar to the other teams.

Chris drills into Kelly’s team and sees that the managers also have good numbers. The shining star in this story appears to be Kelly.

Hierarchy Org Chart

The data also shows that Kelly’s people log a bit less billable time than her peers’ teams. Chris also discovered that Kelly takes significantly longer to fill open positions. At first glance, this looks bad. Kelly has probably been admonished over this.

A quick phone call to Kelly reveals that she hires very carefully and screens out candidates who aren’t a great cultural fit. Kelly also requires her managers to have 30-minute weekly one-on-ones with their people. It’s probably been difficult for Kelly, but she’s doing lots of things right.

Armed with this data, Chris recommends implementing a similar one-on-one policy for the other services teams. The loss of 30 minutes of billable time is well worth a good employee manager relationship. You’ve probably heard the adage about happy employees resulting in happy customers.

So basically this all boils down to transparency and learning from successful management. The ability to see what is going right in your organization and duplicate it across the board is a necessity in growing a successful business. Now more than ever, with the rise of technology, hierarchical analytics is becoming more important and more tangible.

That’s all this week’s sentiments on the matter, but there will be more on the topic soon. In the meantime check out some of our HR resources to learn more about hierarchy in HR analytics.

About the Author

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Brad Winsor, October 12th, 2018

Brad Winsor, an HR guru with over 20 years of experience, is designing and developing SplashBI’s next generation of HR analytics products as Vice President of Workforce Analytics. Brad previously held the position of Vice President of Workforce Planning and Analytics at PeopleFluent for eight years. During this time, Brad developed an award-winning workforce analytics data discovery tool along with an organizational chart product that is currently a leader in the HR market.

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The Salesforce Admin Series: Data Quality

By | Blog

The Salesforce Admin Series Part 2

Introduction

In the previous entry we discussed missing information; how it ails Salesforce Admins and Analysts, but fortunately we found a few answers. This time we tackle data quality, a necessity for top line reports. Data quality for some admins may seems like an ambiguous term, but it’s much simpler than you’d think. Let’s break it down.

There are 2 components that make up quality data:

  • Cleanliness
  • Accuracy
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Clean Data

Most of the time salesforce admins and analysts find it easy to clean data. The reason? They can do it themselves. No relying on IT to perform complicated functions or relying on Salespeople to promptly and properly enter their activities (we’ll get to that in accuracy). Clean data is like a clean house. Everything is in the right place, there is no trash lying around, and nothing is duplicated or incomplete (ok, that last one doesn’t really pertain to house cleaning).

Clean data means that the data in the database is all there (not missing), not duplicated, and up to date. When all these standards are met, your data is relevant. By removing all the broken data, you’re allowing only clean data into your reports, thus directly making them more relevant and useful.

Accurate Data

Now when we talk about data accuracy, we’re talking about making sure the data is entered properly and that there are no mistakes. In other words, the values in the database are the correct values. In the particular case of the SFDC admin, accurate data comes from updating information This is something not entirely in control of the SFDC admin and analyst. The possible 3 hotspots where data becomes inaccurate are:

  • Integrations
    When integrating a new app in Salesforce (or any CRM), admins must make sure data is coming in to the right areas. Otherwise you end up with missing or incomplete data.
  • Imports
    Like integrations, you need to make sure lists are plugging in to the right system.
  • Access
    The more people that have access to enter, edit, and record data in your CRM, the higher chance human error can come into play. Mis entered data, duplicate entries, and data in the wrong spot. It happens. We’re all human.

By monitoring areas where data enters the database, you can ensure that your data is accurate.

When your data is accurate you can more effectively and efficiently connect your departments to each other and improve the communication between them. Accurate data eliminates any questions or ambiguity and puts puzzle pieces together that tell the real story of what’s happening across the departments of your organization.

Data Quality

With good data quality Salesforce admins can get data to show the clear, linear, and chronological steps of a deal and truly make effective reports. Effectively cleaning data enables admins, analysts, and management to investigate their organization and gauge which areas are doing well, and which areas could use some refinement.

To learn more about SplashBI and its amazing ability to improve organizations reporting processes, check out our reporting page. Need Salesforce® specific answers? Visit our Salesforce® connector page to answer all your Salesforce admin related questions.

If you haven’t already, be sure to check out Part 1 of the Salesforce Admin Series: Missing Data.

In part 1 we help you understand why the problem of missing information exists, and provide potential solutions that suit your reporting needs.

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adminseries.building.report.nblog 01

The Salesforce Admin Series: Building the Report

By | Blog

Introduction

In the previous entry, we discussed what data quality means and how you, as an SFDC admin, can achieve it. In Part 3 of our Salesforce Admin series, we discuss the role of a Salesforce admin on a team and how it affects admin reporting tasks. Executives and sales teams often turn to Salesforce admins when they have questions about the pipeline that only an admin would know the answer to. Often times, this results in a new report being generated.

It may seem like a daunting task to come up with a solution, but we have found the following method to be a solid starting point. It can help you outline the necessary steps you must take to accomplish your goal.

To begin, SFDC admins must ask themselves some basic questions:

  • How do I connect the right systems, processes, and users to the right data?
  • How can I generate an answer from the data that I already have?
  • What is missing, what are the limitations, and how can I overcome them?

1) How do I connect the right systems, processes, and users to the right data?

Management is looking for answers here. How can you give them the information they need?  You need to figure out what data to connect them to. Management needs to see the right data if they are going to get utility out of the reports you provide. Ask yourself: which systems can provide this data? You must connect to the right systems, use the most effective processes, and grant the right permissions to view this sensitive data.

Admins need to understand what those systems are, which processes are relevant to management’s business problem, and what needs to be done from a backend point to give leaders the information they need.

2) How can I generate an answer from the data that I have?

Know your audience.

Keep in mind who is asking for answers here. How do they prefer to learn? Is it through data visualizations, or are they more receptive to reports? If you know their preference, which dashboard would be most effective for the visual learner? Which report format is most preferred by the report receptive manger?

Half of the battle is finding the delivery method that resonates most with your audience. Data is already difficult to interpret so if you’re able to neatly wrap it up in a format you know your management team prefers, everyone’s lives are instantly made easier.

Arrow BOy

3) What is missing, what are the limitations?

After determining which data to connect your users to and how to format it, there are only a few things left to consider. Is anything missing? Am I facing any limitations in providing management with this data?

You may find that the data you need is missing, or the way you are collecting data is not providing clear and actionable answers to management’s questions. The two previous blogs on “Missing Information” and “Data Quality” take a deep dive into these possible issues and provide insight into why you may be facing these limitations in your reporting endeavors.

Identifying your limitations is an important step. Think of this step as you going the extra mile to ensure there are no communication issues in the future. Management will appreciate you taking initiative— and you’ll save yourself a lot of work down the road!

To learn more about SplashBI and its amazing ability to improve organizations reporting processes, check out our reporting page. Need Salesforce® specific answers? Visit our Salesforce® connector page to answer all your Salesforce admin related questions.

If you haven’t already, be sure to check out Part 1 of the Salesforce Admin Series: Missing Data.

In part 1 we help you understand why the problem of missing information exists, and provide potential solutions that suit your reporting needs.

Salesforce Admin Pt. 1 Missing Information