drupalcon2015 spreadsheet preso...drupalcon2015_spreadsheet_preso.key created date: 5/12/2015...
TRANSCRIPT
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DrupalCon 2015 - Los Angeles | Presented by Sean Larkin, CEO
“Scaling Your Business Starts with the Right Spreadsheets”
Performance Metrics
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A Few Facts About Us
•Established in January 2011 in Portland, OR
• Started out with two of us putting $1K into a bank account
•Now full-time team of 20 all onsite
•Over 50,000 websites powered by our open source contributions
•Named Portland Business Journal’s 9th Fastest Growing Private
Company in 2014
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The Problem with Intuitive Decision Making
• How young Drupal shops function
• Early staffing/hiring decisions
• All hands on deck - all the time
• Specialization/innovation happens at night
• Marketing, sales, operations (i.e., non-client work) happen at night
- or they don’t happen at all…
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Data v. Information - Learning What to Track & What It Means
• “Lazy metrics” - The pitfalls of non-meaningful metrics
• When is the data good enough?
• “Iterative information”
• Prediction as part of measurement
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Overview of a Metric/Planning System
• Time tracking tool (Harvest)
• “Billable Hours” matrix
• Resource allocation spreadsheet (Or Harvest w/ Forecast App)
• “Aggregated pipeline” tool
• Pulling it together in your P&L (QuickBooks, etc.)
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Establishing a Data-Driven Framework: Turning the Dials
Innovation
Staff Satisfaction Client Success
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Spreadsheet Deep Dive
• Why forecast by week rather than by month?
• The Mongolian Tugrik
• The “Billable Hours Matrix”
• The “Aggregated Pipeline Spreadsheet”
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Thank you! Any questions?This presentation & associated materials are licensed under Creative Commons Attribution 4.0. Images of ThinkShout team are copyrighted and not provided for reuse.