Embed Size (px)
DESCRIPTION
Agenda Opportunity Business benefits Proposed solution: pocketKPI Investment Appendix 1: App details Appendix 2: Technical details Appendix 3: Marketing materials
Citation preview
Getting company KPIs to employees/customersA presentation template designed to assist you in pitching pocketKPI
to your internal stakeholders
About this presentationThis presentation is designed to help you present the business justification for pocketKPI to various stakeholders in your organisation. The presentation will help you:
• Explain the need for company KPIs to be delivered to employees/customers.• Get buy-in for the concept from different stakeholders (Management, IT, Finance, etc.).• Position pocketKPI as a suitable product to help with this goal.• Secure the funding for implementing pocketKPI and any required system modifications.
The presentation is provided as template: you are free to modify it in any way. Depending on your audience, you may want to remove, re-order or change slides. Slides are unbranded, allowing you to add your own look-and-feel, or paste content into your own slide template.
The essential information is presented on just 10 slides. We have included additional pocketKPI marketing materials for use in a longer presentation if desired.
If you find this template useful, would like to make suggestions to improve it or have any comments please email us at: [email protected]
Agenda• Opportunity• Business benefits• Proposed solution: pocketKPI• Investment• Appendix 1: App details• Appendix 2: Technical details• Appendix 3: Marketing materials
Opportunity• Anytime/anywhere access to performance
metrics is a powerful proposition.• Smartphones, widely adopted by
employees/customers, provide a ready-made delivery platform.
• Using commercially available apps, we can efficiently and cost effectively deliver key metrics to employees/customers.
Business benefits• Improved efficiency• Increased employee/customer
engagement• Greater leveraging of smartphone
investment / latent infrastructure
Efficiency• Results from new
initiatives/campaigns/trials/methods can be shared immediately.
• Potential issues can be identified sooner - resolved faster.
• Manual reporting activities can be reduced or eliminated.
Delivering KPIs to employees/customers wherever they are increases their efficiency by helping them identify, respond to and resolve events faster.
Engagement• Helps to create open, transparent and
level playing field around metrics for the organisation.
• Builds trust by putting metrics in the hands of employees instead of having to ask and wait for edited reports.
Empowering employees can enable them to take direct responsibility for metrics.
Leverage Investment• Capitalise on smartphones to fill the gap
between employee mobility and business data.• Use smartphones to not only consume metrics
but encourage conversations about them using e-mail/SMS.
• Easily re-purpose existing technical infrastructure to push data through multiple channels (Internet, Intranet, iPhone, etc…)
Using flexible commercially available apps we can connect devices to our systems to keep employees informed on the health of the business.
Proposed solution: pocketKPI• Commercially available
app for iOS devices.• Displays unlimited KPIs
in a simple, visually engaging way.
• Works with our existing systems.
• Highly configurable.• Rapid, cost-effective way
to deliver KPIs to employees/customers.
InvestmentActivity / Purchase Units Unit Price TotalModifications to our systems
5d USD 1,000 USD 5,000
Consulting 5d USD 1,000 USD 5,000
pocketKPI 100 copies USD 1.99 USD 200
TOTAL USD 10,200
Expected delivery date: 30 Aug, 2013
APP DETAILSAppendix 1
An iPhone app that enables you to publish KPIs to employees quickly and cost effectively.
What is pocketKPI?
Simple Design
See in plain language when the KPI was last updated.
The KPI summary screen lets you focus on KPI performance and not get lost in numbers.
KPI Summary Screen
Group KPIs
A simple swipe on the KPI summary screen reveals the dashboard viewer.
Your data file can specify “dashboards” for grouping similar KPIs together.
Group them by areas of the business or by geographic location. You have total control over how you want to structure your data.
Filter By Color
Only interested in KPIs that aren’t performing?
The badge filter enables the display of
only the colored badges that you
interested in. View any combination of red,
yellow or green colored KPIs.
KPI Dashboard Selector
View KPI Details
View the deviation to target as an absolute value or percentage.
Share Results
Send results to colleagues via email or iMessage/SMS.
Color Coding
Colored badges tell you at a glance how
your KPI is doing vs a target and tolerance
value defined by you.
Dive Deeper
View comments explaining the deviations and visit links
to company systems or reports for even more detail
on a given KPI.
KPI Detail Screen
TECHNICAL DETAILSAppendix 2
How does it work?
• Reads a JSON file hosted via HTTP or HTTPS on any web facing infrastructure.
• JSON file can be generated using PHP, Ruby or directly from SQL queries.
• File location can be changed in the user settings of the app. Prod, Dev and QA environments could each host their own file.
• Most data such as URLs, tolerances, admin contact email, etc. are defined inside the data file.
MARKETING MATERIALSAppendix 3
