LEVEL 12:OPEN DATA, DASHBOARDS

& REPORTING

A

● Johannes has been in digital advertising since 2009 and started Cloud Clicks, a digital advertising agency in 2012, here on the Sunshine Coast.

● He is a certified Google Premier Partner and has helped over 200 businesses with their Google and Facebook ads. He is managing ad spends from $500-$30000 per month, ranging from local plumbers or dentist to national and international companies. He has worked with real estate, automotive, technology,SAAS and e-commerce clients.

● Johannes was also part of a winning team in a local and national GovHack event, an international hackathon that brings more than 1800 people together to innovate, collaborate and apply their creative skills to open government data.

JOHANNES KLUPFEL

WHAT WE’LL BE COVERING

Open Data

What is Data

Data SourcesTools

Data Formats

Why Data

Data Analytics

Data Visualisation

WHAT IS DATA?

● Values● Spreadsheets● Books ● Websites● Statistics ● Bank statements● Image● After analysed becomes insightful

information

Of course it’s only useful if you actually DO something with the insights you gain!

WHAT FORMAT IS DATA IN?

● Data in Apps (e.g GA, FB, Xero, MYOB,CRM, bank app..)

● XLS● CSV● SQL● XML● TXT● DOC● MP3● JPG

WHY IS DATA USEFUL?

● Decision making● Benchmarking● Forecasting● Planning● Monitoring

DATA SOURCESRELEVANT TO BUSINESS

● Bank Statement● Profit Loss● Outstanding Invoices● CRM (leads, opportunities, clients, tasks)● Project management system● Emails (sent, received, opened, clicked)● Website traffic (Google Analytics)● Advertising Spend and results (Adwords,

Facebook)● Incoming phone calls● Competitive information● ROI

EXERCISE: WRITE INTO YOUR WORKBOOK….

CONSIDER WHAT DATA YOU MIGHT HAVE ACCESS TO FROM YOUR BUSINESS.

THIS MAY INVOLVE A DISCUSSION WITH YOUR TEAM OR OTHER BUSINESS ADVISORS.

CONSIDER HOW YOU CAN EXTRACT IT.

DASHBOARDS / REPORTS

● Finance ● Website Traffic ● Social media● Project Management● Business● KPIs

[A LOT OF THE STUFF WE HAVE BEEN COVERING IN THIS PROGRAM!]

A Key Performance Indicator (KPI) is a measurable value that demonstrates how effectively a company is achieving key business objectives. Organizations use KPIs to evaluate their success at reaching targets. Selecting the right KPIs will depend on your industry, your stage of business, goals and which part of the business you are looking to track.

KPIS - WHAT ARE THEY & DEFINING YOURS

SAMPLE FINANCIAL KPIS

SAMPLE MARKETING KPIS

SAMPLE SALES / ECOMMERCE METRICS

SAMPLE HELP DESK METRICS

Income Number of web form enquiries/quote forms/contact

forms

Transaction Number of support tickets

Cost of sale Size of database Average transaction value Time to resolve

Gross Profit Spend on marketing Average cost per order Satisfaction levels

Expenses Cost per lead or per acquisition Most popular product this month Billable/non billable

Net profit Website traffic Best performing sales person Recurring issues

KPIs

● Decide on KPI’s● Capture data● Display data (look at it)● Make decisions based on the data

EXERCISE: WRITE INTO YOUR WORKBOOK….

CONSIDER WHAT KPIS MIGHT BE RELEVANT TO YOUR BUSINESS & WRITE THESE DOWN.

DISCUSS THIS WITH PEOPLE AROUND YOU.

Expected income this month

Expected Expenses this month

Expected profit this month

DASHBOARD/REPORTING TOOLS

● Google Analytics● Cyfe.com● Google Data Studio● Klipfolio● Zoho Reports● Dryrun.com● floatapp.com

EXERCISE: SIGN UP FOR A DASHBOARD ACCOUNT

CREATE THE BEGINNINGS OF A COMPANY DASHBOARD

CYFE OR GOOGLE ANALYTICS RECOMMENDED

Clean Data

● Tracking implemented correctly● Invoices updated

● CRM data:Remove duplicates

● Remove duplicates● Update opportunities / potentials

● Close tasks● Stick to norms (naming convention)

● Remove unnecessary tasks

Data security

● Good passwords● Password tool? (1 password, lastpass)

● Who has access to your data? (staff, accountants, bookkeeper,...)

OPEN DATA

Open data is data that anyone can access, use or share. Simple as that. When big companies or governments release non-personal data, it enables small businesses,

citizens and medical researchers to develop resources which make crucial improvements to their communities.

Some of us worry about personal health records being “made open”. Some confuse commercial and personal data, or mix up big data with open data.

The next slide explains different types of data and its uses.

OPEN DATA

Open data is the idea that some data should be freely available to everyone to use and republish as they wish, without restrictions from copyright, patents or other mechanisms of control.

Open data is data that anyone can access, use or share. Simple as that. When big companies or governments release non-personal data, it enables small businesses, citizens and medical researchers to develop resources which make crucial improvements to their communities.

Some of us worry about personal health records being “made open”. Some confuse commercial and personal data, or mix up big data with open dat

EXERCISE: WRITE IN YOUR WORKBOOK

COULD YOUR BUSINESS USE OPEN DATA IN YOUR BUSINESS?

IF SO HOW?

SURVEY

WE’D LOVE TO KNOW WHAT YOU THOUGHT OF TODAY’S WORKSHOP.

PLEASE TAKE A MOMENT TO COMPLETE OUR ONLINE SURVEY NOW:

https://www.surveymonkey.com/r/lu-workshop4

QUESTIONS?

A

THE LEVEL UP PROGRAM

A

TOPICS

ENGAGEMENT OPTIONSFOR PARTICIPANTS

OPTION 1 OPTION 2 OPTION 3 OPTION 4 OPTION 5

Attend a free information session in person -

See if any are coming up on: levelup.sunshinecoast.qld.gov.au

Watch a recording of an information session via webinar

See levelup.sunshinecoast.qld.gov.au/events

Attend x1 or more in-person workshops. Each workshop to be 3.5 hours in duration and to cover 3 - 4 topics (1-1.5 hours per topic) as per webinar content but adapted to suit a live workshop environment.

Attend x1 or more content webinars. Even if register and don’t attend, can access recording post session + download of slides and any supporting resources.

Register for full program - access to all workshops, webinars, recordings & mentors.

FREE FREE $75 per workshop Free to attend, and free access recordings.

$295 (for up to 3 participants from company)

• 12 module program – online & in person• 12 webinars – all recorded – watch when it suits you• 12 Lessons/workbooks – self-paced learning - download &

read at your leisure• Regular emails to prompt you to continue learning• Private Facebook group• Mentors

PROGRAM:COMPONENTS

SUPPORT:MENTORS

Book in a session with an experienced mentor and gain assistance in choosing technologies or in their implementation in your business.

PROGRAM COMPONENTS: WEBINARS

x12 one hour webinars Starting from 2 May 2017Held weekly at 730pm All recorded so time poor business owners can watch at a suitable time if unable to join live session.

WHO WILL I LEARN FROM?MENTORS/DIGITAL CHAMPIONS

HOW DOES IT WORK?

CONNECTING TO A MENTOR

7. Mentor provides informal progress report to team on request

6. Subsequent mentor sessions confirmed between mentor and mentee

5. First mentor session held

4. Mentee given mentors contact details to lock in first mentor session

3. Mentor accepts (or declines) mentor request

2. Sent directly to mentor

1. Mentor request received via program website

SUPPORT:FACEBOOK GROUP

Ask questions, connect, collaborate

WATCH RECORDINGS: LEARNING OPPORTUNITIES: WEBINARS

Webinar 1 – Getting online with faster internet - 2/5/17Webinar 2 - Working more efficiently online - 9/5/17

Webinar 3 - Online Communication & Collaboration systems - 16/5/17Webinar 4 - Video conferencing - 23/5/17

Webinar 5 - Online banking & accounting - 30/5/17Webinar 6 - Online selling & marketing - 6/6/17

Webinar 7 - Online procedures & systems - 13/6/17Webinar 8 - Automations - 4/7/17

Webinar 9 - Online customer experience - 18/7/17Webinar 10 - Customer satisfaction systems - 25/7/17

Webinar 11 - Online learning, training & project management - 1/8/17Webinar 12 - Data & Analytics - 8/8/17

ALL SESSIONS ACCESSIBLE FROM: https://levelup.sunshinecoast.qld.gov.au/events/

UPCOMING LEARNING OPPORTUNITIES

Workshop – Digital Toolbox for Tradies[THIS WORKSHOP IS SPECIFICALLY FOR PEOPLE IN TRADES]

Tuesday 29 August – 5pm for a 530pm start, ends 730pmLake Kawana Community Centre 114 Sportsmans Parade, Bokarina

REGISTER NOW

Workshop – Technology You Need To Know as a Hinterland Business[THIS WORKSHOP IS AIMED AT HINTERLAND BASED BUSINESSES – accommodation provider, restaurateur, retailer or

other business owners.]Thursday 14 September – 1230pm for a 1pm start, ends 430pm

Maleny Community Centre, Maple Street, Maleny

REGISTER AT: https://levelup.sunshinecoast.qld.gov.au/events/

REGISTER:levelup.sunshinecoast.qld.gov.au

PLEASE SUPPORT OUR PROGRAM PARTNERS