Planalytics Pulse April 2015
Planalytics Pulse 5th Edition
Apr il 2015
The Planalytics Pulse is an inter nal collabor ative new sletter that shar es r ecent accom plishm ents and shor t-ter m plans to im pr ove our business. We'll have som e fun and celebr ate the am azing individual contr ibutions to our success.
MOVING TO THE CLOUD
THE BIG FISH
Progress has continued in March on migrating our production environment to the cloud. Testing is complete in the stage environment and the team has finished estimating how long the transition will take when we completely move our production server to the cloud. They are also developing disaster recovery plans. Recently the product development team successfully migrated some of our clients to our new ftp site for incoming data feeds and they are are continuing to contact the remaining clients and those that are also receiving ftp feeds from us.
Two meetings were scheduled as a result of connections made at executive level conferences. The marketing team is continuing to follow up on additional leads from recent events, and is expanding the distribution list for the executive mailer to include private equity companies. The Sales team is creating executive mailers for their key prospects using Product Library and Financial Insights data along with personalized messaging based on each companies 'pain points'. Both teams are meeting monthly to review additional tools and techniques to "Catch the Big Fish."
Fun Fact
Upcoming Events: 4/9 - Spring Planting webcast 4/10 - Tech Talk with Jeff Doran 4/14 - SnowMetrix recap webcast
season
4/28 - PRSM Happy Hour (Snowmetrix event)
Welcome!
NEW WEATHERIZATION DOCUMENTS Located in the Weatherization Documents folder in the Google Drive.
We analyzed over
4000 products so far this year using the ROI calculator tool. That is more than double the amount of products we analyzed in all of 2014!
WHAT I T I S
FOLDER /FI LE NAM E
Data specification documents, includes data to request for ROI calculations and analysis
Data Specification Sheets / separate files for EU/NA, Retails & Manufacturers
NPV & IRR calculations
ROI Templates & Documentation /
Available product libraries
Company Setup Files / Planalytics Product Library List
Holly Prendergast - Business Development Specialist
Binnie Saini Senior Data Analyst
A Team Effort
The Analytics, Client Services and Sales teams are continuing to work together to research additional methods of calculating ROI for our customers. Their focus in the short term is on labor and markdown optimization. They have been meeting with existing clients to get feedback on their current processes to reduce labor costs and increase sell through with markdowns to understand how our analytics could give them better results. The analytics team is still in early stages of understanding how we might calculate ROI, but they are receiving a lot of useful information to assist them from the client meetings. The Weather Operations team is compiling a list of historical instances of known weather patterns and documenting their impact on North American weather. This database will assist in their research and ability to forecast medium range weather. To generate an output from this information, they are developing forecast models.
The Data Prep team is documenting the work flow process for ROI calculations from receiving the data, processing it and sending to analytics. This will help to understand what is done and how long it takes. They are also setting up data validation checks to share with clients after we receive their data to confirm we received what they expected to send.
The Product Management team has been developing a project prioritization equation where categories like "% of customers impacted" and "revenue opportunity" each have a weighting and are assigned values separately for each project. A recommended priority is then calculated and will be part of the project priority meeting discussions.
Apr il 2015
The Planalytics Pulse is an inter nal collabor ative new sletter that shar es r ecent accom plishm ents and shor t-ter m plans to im pr ove our business. We'll have som e fun and celebr ate the am azing individual contr ibutions to our success.
MOVING TO THE CLOUD
THE BIG FISH
Progress has continued in March on migrating our production environment to the cloud. Testing is complete in the stage environment and the team has finished estimating how long the transition will take when we completely move our production server to the cloud. They are also developing disaster recovery plans. Recently the product development team successfully migrated some of our clients to our new ftp site for incoming data feeds and they are are continuing to contact the remaining clients and those that are also receiving ftp feeds from us.
Two meetings were scheduled as a result of connections made at executive level conferences. The marketing team is continuing to follow up on additional leads from recent events, and is expanding the distribution list for the executive mailer to include private equity companies. The Sales team is creating executive mailers for their key prospects using Product Library and Financial Insights data along with personalized messaging based on each companies 'pain points'. Both teams are meeting monthly to review additional tools and techniques to "Catch the Big Fish."
Fun Fact
Upcoming Events: 4/9 - Spring Planting webcast 4/10 - Tech Talk with Jeff Doran 4/14 - SnowMetrix recap webcast
season
4/28 - PRSM Happy Hour (Snowmetrix event)
Welcome!
NEW WEATHERIZATION DOCUMENTS Located in the Weatherization Documents folder in the Google Drive.
We analyzed over
4000 products so far this year using the ROI calculator tool. That is more than double the amount of products we analyzed in all of 2014!
WHAT I T I S
FOLDER /FI LE NAM E
Data specification documents, includes data to request for ROI calculations and analysis
Data Specification Sheets / separate files for EU/NA, Retails & Manufacturers
NPV & IRR calculations
ROI Templates & Documentation /
Available product libraries
Company Setup Files / Planalytics Product Library List
Holly Prendergast - Business Development Specialist
Binnie Saini Senior Data Analyst
A Team Effort
The Analytics, Client Services and Sales teams are continuing to work together to research additional methods of calculating ROI for our customers. Their focus in the short term is on labor and markdown optimization. They have been meeting with existing clients to get feedback on their current processes to reduce labor costs and increase sell through with markdowns to understand how our analytics could give them better results. The analytics team is still in early stages of understanding how we might calculate ROI, but they are receiving a lot of useful information to assist them from the client meetings. The Weather Operations team is compiling a list of historical instances of known weather patterns and documenting their impact on North American weather. This database will assist in their research and ability to forecast medium range weather. To generate an output from this information, they are developing forecast models.
The Data Prep team is documenting the work flow process for ROI calculations from receiving the data, processing it and sending to analytics. This will help to understand what is done and how long it takes. They are also setting up data validation checks to share with clients after we receive their data to confirm we received what they expected to send.
The Product Management team has been developing a project prioritization equation where categories like "% of customers impacted" and "revenue opportunity" each have a weighting and are assigned values separately for each project. A recommended priority is then calculated and will be part of the project priority meeting discussions.
