The ABCs of RCA презентация

The ABCs of RCA How to Build an Effective Reporting Machine

What is Revenue Cycle Analytics (RCA)?

Why Do I Need Revenue Reporting?

Why Do I Need Revenue Reporting?

Why Do I Need Revenue Reporting?

Why Do I Need Revenue Reporting?

Analyzers

Agenda About Mercer Seven steps to RCA Success Common Pitfalls to Avoid

About Mercer A global consulting leader in talent, health, retirement, and investments Helps clients around the world advance the health, wealth, and performance of – their people. Over 20,500 employees in 40 countries Wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC)

Seven Steps to RCA Success

Step 2: Get Buy In

Step 3: Agree on Success

Step 4: Standardize Execution

Step 5: Monitor and Modify

Step 6: Craft the Dashboard

Step 7: Socialize the information

Common Pitfalls to Avoid

Where possible,… integrate Create data flow from other systems to get the full report Manually upload information if there is no integration available

Watch your spend Create a cost framework (may want to include base cost for all promotional channels) Programs without cost months can be difficult to report on If you sell in multiple currencies, map the converted revenue amount to RCE for attribution reporting

Clone, clone, clone! Set up program templates that work for your team Train users to clone the standardized templates rather than starting from scratch Saves time and prevents errors in recording success Don’t forget to update tags, add a cost and activate triggered campaigns!

When tagging, think long-term Strategize with stakeholders on how data needs to be sliced in reports It is easier to group tags and roll up than to add a new tag and re-label old programs

Watch the clock! Marketo timestamps the time and date of membership and success Don’t wait to mark leads as success – you could miss out on opportunity credit

Use Contact Roles Use contact roles in SalesForce.com for the most accurate attribution reporting by Ensure this process is in place before you start rolling out programs and reporting Align with Sales early on to use this functionality Using all contacts might cast too wide a net and you’ll lose creditability with Sales

Don’t go too far out of the box Marketo and Salesforce.com & Microsoft Dynamics have a native integration Overly customizing and complicating your CRM system will have downstream effects on your integration and reporting

Remember… Integrate systems Track your spend Create clone-able templates Long term tags Be mindful of timestamps Use contact roles Keep it simple

Questions?

Thank You! Amy Scissons – [email protected] Laura Mannix – [email protected] Brian Glover – [email protected]