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Page 1: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical
Page 2: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Welcome

Page 3: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Improving the Customer Experience in VMware using surveys and more

Natalia Avilés FioravantiSenior Research Analyst | VMware

linkedin.com/navilesf

#TC18

Page 4: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Agenda

VMware CX Journey

Survey Analysis

Executive Dashboards Tips

Page 5: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

VMware CX journey

Page 6: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

At VMware, we listen differently

In Customer Advocacy we continuously

uncover insights to influence business

improvements across VMware to

maximize customer, partner, and

employee experience – and ultimately,

VMware profitability

We take action

Page 7: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical role in helping us achieve that goal”Pat Gelsinger

CEO, VMware

Page 8: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

We measure great experiences using Net Promoter Score

“How likely are you to recommend VMware to a colleague or associate?”

NPS = % of Promoters - % of Detractors

Page 9: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

How VMware does stack up in CX?

Tested against

60other B2B technology companies in Temkin’s annual NPS benchmark research, VMware is the only company to rank in

the top 5 for 6 years running

VMware’s NPS in 2018: 51Average NPS: 21.2

1 VMware EDSSAS

Institute

IBM

Software

Microsoft

ServersVMware

2SAP

AnalyticsVMware

HPE

Outsourcing

HPE

OutsourcingVMware

IBM

Software

3Microsoft Biz

AppsEMC Intel IBM SPSS

SAS

InstituteDellEMC

4MS Desktop

Apps

Microsoft

Servers

MS Desktop

AppsVMware Google

MS Server

Software

5Microsoft

Servers

Oracle

OutsourcingVMware

Oracle

Outsourcing

Microsoft

Biz AppsTrend Micro

2013 2014 2015 2016 2017 2018

Ran

kin

g

Source: Temkin August 2018 survey to 800 IT decision makers of North American companies with at least $250 million annual revenue

Page 10: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Tableau has a key role

Speed of Insights

Storytelling

Engaging

visualizations

Broader audience

Ease of use

Page 11: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Survey analysis

Page 12: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

How to analyze survey data?

• Survey tools

• Data formatting & cleaning

• Weighting survey data

• NPS Calculation

• Create NPS Formula

• 7pt scale questions

• Full distribution

• Top 2 box

• Show demographic results

• Filters

• Parameters

Page 13: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Survey Tools

Page 14: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Our Survey

• Twice a year

• 10.000+ answers

• NPS + 7pt scale question

• Main segments:• Geographic Segmentation

• Business Segmentation

• Role Segmentation

Page 15: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Data download & formatting

1. Download the data

2. Change header names from questions to a more significant name

3. Review data format

4. If you are planning to add weighting, now is a good moment

Page 16: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Weighting is used to adjust the results of a study to bring them more in line with what is known about a population.

Page 17: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

To weight or not to weight?

Page 18: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Calculated Field: Promoter

Calculated field: Promoters Calculated field: Promoters weighted

Calculated field: Promoters

IF [NPS] > 8 THEN 1 ELSE 0 END

Calculated field: Promoters (w)

IF [NPS] > 8 THEN [Weight Value] ELSE 0 END

Page 19: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Calculated Field: NPS

Calculated field: NPS Formula

int(round(100*(sum([Promoters])/sum([Number of Records])-sum([Detractors])/sum([Number of Records])),0))

Page 20: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Create your visualization

Page 21: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Net Promoter Score (weighted)

Calculated field:

Detractors (w)

IF [NPS] < 7

THEN [Weight Value]

ELSE 0

END

Calculated field:

NPS Formula (w)

int(round(100*(sum([Promoters

(w)])/[Total NPS (w)]-sum([Detractors

(w)])/[Total NPS (w)]),0))

Calculated field:

Passives (w)

IF [NPS] > 6 AND [NPS] < 9

THEN [Weight Value]

ELSE 0

END

Calculated field:

Promoters (w)

IF [NPS] > 8

THEN [Weight Value]

ELSE 0

END

Calculated field:

Total NPS (w)

SUM [Detractors (w)] +

SUM [Passives (w)] +

SUM [Promoters (w)]

Page 22: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

How satisfied are you with <product or service>?

1 2 3 4 5 6 7

Extremely Dissatisfied

Extremely Satisfied

Page 23: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Quick table calculations

Calculated field:

% of Total

SUM([Number of Records]) /

TOTAL(SUM([Number of Records]))

Calculated field:

% of Total (w)

SUM([Weight Value]) /

TOTAL(SUM([Weight Value]))

Page 24: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Full distribution vs Top 2 box

Page 25: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

7 point scale – Full distribution

Page 26: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

7 point scale – Top 2 box

Page 27: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Showing demographicdetails

Page 28: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Demographic details – Parameters

Calculated field:

Breakdown Views

CASE [Parameter Breakdown Views]

WHEN 1 THEN [Geo]

WHEN 2 THEN [Role]

WHEN 3 THEN [Segment]

END

Page 29: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Demographic details – Parameters

Page 30: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Demographic details – Filters

Page 31: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Executive dashboard tips

Page 32: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Leverage online ideas, but trust

your own style4

Stories, parameters & filters are

your friends3

Add counts and KPIs summary 2

Know your audience & identify the

usage of the dashboards1

Useful tips

Page 33: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Leverage online ideas, but trust

your own style4

Stories, parameters & filters are

your friends3

Add counts and KPIs summary 2

Know your audience & identify the

usage of the dashboards1

Useful tips

Page 34: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Leverage online ideas, but trust

your own style4

Stories, parameters & filters are

your friends3

Add counts and KPIs summary 2

Know your audience & identify the

usage of the dashboards1

Useful tips

Numbers are not real VMware scores

Page 35: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Leverage online ideas, but trust

your own style4

Stories, parameters & filters are

your friends3

Add counts and KPIs summary 2

Know your audience & identify the

usage of the dashboards1

Useful tips

Page 36: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Leverage online ideas, but trust

your own style4

Stories, parameters & filters are

your friends3

Add counts and KPIs summary2

Know your audience & identify the

usage of the dashboards1

Useful tips

Page 37: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Please complete the

session survey from the

Session Details screen

in your TC18 app

Page 38: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Thank you!

#TC18

Page 39: Welcome [tc18.tableau.com] › sites › default › files › session...VMware exists to delight our customers, partners and employees. Our Customer Advocacy team plays a critical

Net Promoter Score

Calculated field:

Detractors

IF [NPS] < 7 THEN 1

ELSE 0

END

Calculated field: PromotersIF [NPS] > 8 THEN 1

ELSE 0 END

Calculated field:

NPS Formula

int(round(100*(sum([Promoters])/sum([Number of Records])-

sum([Detractors])/sum([Number of Records])),0))