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Top Tips for Turning Information into Insights
Marcy PhelpsPhelps Research
www.PhelpsResearch.comDecember 11, 2013
Presentation slides:
slideshare.net/marcyphelpswww.phelpsresearch.com/speaking
Twitter: @marcyphelps
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Information is a commodity!
Can you be replaced?
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Our clients are drowning in information!
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DIY Research
What’s Your Value?
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What’s your value?
Click icon to add picture
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Information
Insights
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Wisdom
Knowledge
Information
Data
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Info Analyst
PatternsInformation flow
ComparisonsRelationships
Format for usability“SO WHAT?”
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Where do I start?
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#1 START WITH THE BASICS
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Listen and learn
Reference interviewInformational interviewsProject follow-up
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$64,000 Question
HOW WILL THE INFORMATION BE USED?
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Include a cover letter
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#2 KISS (KEEP IT SHORT & SIMPLE)
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“Linda Cooper exercise”
Why are you including this in the report?
(In 1-2 sentences)
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Executive Summary
One pageAddress questions/summarize answersInclude links to more infoAdd your observations
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Article summaries
Is Hulu a stolen idea? Arbitration to decideLos Angeles TimesJuly 09, 2010|Meg James A Los Angeles County judge on Thursday referred to arbitration the case of a Canadian engineer who contends that NBC Universal stole his idea and business strategy to launch Hulu, the website that shows TV programs and movies.
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#3 A PICTURE IS WORTH…A LOT!
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Add meaning to [boring] numbers
24Create a dashboard
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Tools for charts/graphs
Excel Chart Wizard
ChartGizmo.com
Google Developers Chart Wizard (http://snipurl.com/27mnhv5)
DIYChart.com
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#1
#2#
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#4
#5
Concepts Diagrams
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Tools for diagrams
SmartArt (Excel, Word, PowerPoint)
Gliffy.com
Microsoft Visio (http://snipurl.com/27mnn39)
SmartDraw.com
OmniGraffle for Mac (http://snipurl.com/27mnmt8)
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Data Maps
Shaded area map
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Pushpin map
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Tools for data maps
Microsoft MapPoint (http://snipurl.com/27mniz8)
Google Fusion Tables (http://snipurl.com/27mnk8r)
Click2Map.com
Mapland (www.softill.com)
SmartDraw.com
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Visualization Tools for Turning Information Into Insights, ONLINE,
Sept/Oct 2012, http://snipurl.com/289v0eg
Choosing the Right Graphic http://snipurl.com/289v0je
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Wordle.net
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Compare Matrix
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Create a timeline
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Include images
search.usa.govFlickr.com advanced search (snipurl.com/256ipl)Google Images advanced search (snipurl.com/256igw)iStock.com
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#4 BRING IN THE POWER TOOLS
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Data mining
County Construction Manufacturing Real Estate Women -owned Count Sales ($Mil) Count Sales ($Mil) Count Sales ($Mil) Count Sales ($Mil)
Mecklenburg 22 799.7 31 803.5 4 64.0 11 374.4 Cabarrus 1 26.0 3 91.3 0 0.0 1 25.3 Union 0 0.0 0 0.0 0 0.0 0 0.0 York 2 53.9 5 204.4 0 0.0 1 21.0 Iredell 2 67.4 12 573.7 0 0.0 1 40.0 Gaston 1 28.6 13 420.4 0 0.0 0 0.0 Catawba 1 57.1 18 564.9 0 0.0 0 0.0 Totals 29 1,032.7 82 2,658.2 4 64.0 14 460.7 Source: Hoover's
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Analysis frameworks
SWOTPEST Analysis
Timeline AnalysisPorter’s Four Corners
Early Warning Systems
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Business and Competitive Analysis: Effective
Application of New and Classic Methods, by
Craig Fleisher & Babette Bensoussan
Strategic Analysis Tools: Topic Gateway Series
No. 34, Chartered Institute of Management
Accountants, http://snipurl.com/289ulko
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Using insights
FAQsIssue briefsPowerPointCheat sheetsInclude on intranet, create portal
#5 Create a report toolkit
Templates – Word, PPWord StylesChart galleryMap galleryBranded!
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“There is a simple way to package information that, under the right
circumstances, can make it irresistible. All you have to do is find it.”
Malcolm GladwellThe Tipping Point
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Thank you!
slideshare.net/marcyphelpswww.phelpsresearch.com/
speaking
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