During this phase, Salient will facilitate a conference call with senior managers from your company to define focal areas for tracking business performance. Advanced users will be identified in your departments to work with Salient to collaboratively build appropriate Bookmarks and Dashboards content together. This content ensures quick ROI and strong adoption.
This phase consists of a remote training session for advanced users prior to the on-site training event. During this session, conducted by web conference, Salient’s Outcome Support Specialist will work with advanced users from each job role to develop the bookmarks and content to be utilized as a starting point and long-term by knowledge-workers. This approach helps to ensure the most productive use of on-site time and supports a higher confidence level for novice users who have never had the opportunity to utilize a flexible, interactive data discovery platform like Salient’s.
During this phase, Salient will assist in the creation of dozens of bookmarks or Dashboards depending on the scope of the agreement and the participation level each client commits. These bookmarks will be tailored to specific roles and decision-support needs. Salient’s software includes a wide variety of pre-sets (analysis with a variety of grid and chart types) to support common business perspectives.
Salient will provide end users with business training focusing on leveraging the power of the Salient application to identify opportunities to improve productivity and profitability based on the root cause analysis bookmark examples created during Phase 2.
Approximately two to three weeks after the on-site training event, Salient’s Outcome Support Team will follow up with company managers to assess the success of the roll-out and user adoption and to discuss options such as incentives based on improved performance to further motivate a performance-based culture.
Other areas for discussion during this phase can include:
101 Bookmark Building “101″
102 Tracking Performance Trends
103 Cross-Tab Matrix Setups
104 Profit & Loss Visualizations
105 Mix & Cannibalization
106 Scattergram Outlier Identification
107 User-Defined Criteria/Exceptions
108 Range Analysis
109 Line Item Analysis