Nokia Method Implementing PDF
Nokia Method Implementing PDF
Customers Methodology
By Vincent Kermorgant and Ilkka Manninen
1.
Introduction .................................................................................................................................... 3
1.1
What Is This Document All About Then?................................................................................. 3
2.
3.
4.
5.
6.
7.
KPI Implementation...................................................................................................................... 15
7.1
Technical Implementation...................................................................................................... 15
7.2
Process Implementation ........................................................................................................ 16
8.
9.
10.
Conclusions ........................................................................................................................... 21
11.
12.
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
2
1. INTRODUCTION
Since quite a lot has been already published on Web Analytics during these past two
years, we feel we should state the focus of this document.
First, this white paper is not about explaining you the benefits and implications of
Web Analytics, we assume that you already have a pretty good idea on these.
This white paper is also not about how to sell Web Analytics to your management,
nor about how to sell Web Analytics to your prospect customers if you are working for
a consulting company (needless to say that you need management backing
anyways). Once again, you probably did that already or know how to do it.
In case you are not familiar with these two subjects are, we recommend that you take
a look at the suggested readings at the end of the document.
The end result of the process is that you should have enough information/data about
a site and relevant other factor affecting it so that you can derive a comprehensive
set of Key Performance Indicators, and present those to various Actors inside
specific Dashboards.
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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Decision to
implement Web
Analytics
Identify Actors
KPI identification
workshop
Approval
KPIs and
dashboards included
into site processes
Delivery
Actions
Tactical KPIs
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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Indirect actor
The indirect actors are often among the most important ones. He/she makes
decisions that affect indirectly the web site (budget split, overall strategy)
For an indirect actor, the companys website is just one of many available
channels.
Logically, the first part of the methodology will concentrate on how to identify
these 2 sub-categories of decisional actors. Non decisional actors will be left
out of this process since they tasks should not directly influence the web sites
performance.
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
5
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
6
Management
Controls
profitability
Individual A
Budget
Places site in
companys strategy
Individual B
Vendor A
Controls vendor costs
Designs site
Vendor B
Web site
Manages
Stores
stock
Individual C
Hosts site
Manages
Stores
offering
Banners
Vendor C
Warranty
Post sale
support
SEM
Vendor C
Individual D
Site messaging
Marketing
Cust. support
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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You have incentives (e.g. arrive in time, do not get a speeding ticket, drive
safely, be fuel efficient)
Then we give the participants a virtual bone to chew on: the web site they are
maintaining is going to close down imagine the consequence. We find this little trick
helpful since it forces people visualize what the web site is supposed to achieve.
A practical but important thing to remember: you are in charge of this process. It
means you run and lead the workshop(s) and you are responsible for writing down all
the information gathered during the session(s). You also need to keep the workshop
on track.
Small audience (2 to 10 actors)
We ask from each actor in turn what major goals the site is expected to
achieve. Goals are faithfully collected on a document that I create.
The next step of the workshop is to drill down into details. As such, the macro goals
are usually too broad to be converted into KPIs. We need to break them into smaller
goals.
Small Audience (2 to 10 actors)
For each of the macro goals, we ask from each actor in turn the available
mean(s) to achieve it. These are also faithfully collected in a document, under
the main goals.
Large Audience (over10 actors)
Taking one macro goal at the time, we ask each actor to write the available
mean(s) to achieve that goal on a little Post-It paper (one mean per Post-It).
We then collect the papers and, together with the actors, group similar means
on a wall board under each macro goal. These are also faithfully collected in a
document, under the main goals.
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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At this second stage of the workshop, you have what we call the sites Micro Goals. It
is now turn, using the previous process, to list all the tools the site offers to achieve
these micro goals. The list of these tools is what we call the Action Sets.
An action set is basically a very precise and limited set of interactions the site visitor
can do (read a page, log-in, register, write in a discussion board) to perform the
micro goal.
Make sure you have them all and do not hesitate to suggest some new if you feel that
they are missing.
Example 2. Macro Goals to Action Sets (e-Commerce Site):
Macro goal:
Create revenue
Micro goal:
Action set:
Macro goal:
Micro goal:
Action set:
Then moving to the last stage of the workshop, we return to each of the micro
objectives of the site and ask which actor(s) is/are directly responsible for the goal
success and how often do they theoretically monitor the success. Names & frequency
are recorded into the document and then it is time to wrap up the workshop.
5. KPI & DASHBOARD CREATION PROCESS
5.1 Creating KPIs
At this part of the process, a lot has been already achieved: you have the list of micro
objectives with their corresponding actors and the desired reporting frequency. You
also have the Action sets available to meet these Macro/Micro objectives.
You now have to associate one or several KPIs to each of the micro objectives. How
to create these precise KPIs? There is no magical receipe and it is the stage where
Web Analyst experience is the most valuable.
Remember however that the KPIs are nothing else but a way to tell how successfull
these actions sets are. Usually, we try to create the KPIs by converting the Action
sets to calculations. This approach has several advantages:
Their contribution to the Macro goal is clearly defined and easily measured
In our previous content site exemple, we had the following action set:
Present links to our other case studies from the current case study
Some KPIs:
% of total visits which included at least one case study page and where the
visit on the case study page lasted more than 60s
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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% of total visits where the main page link were followed (Campaign)
% of all case study visits where the user followed a link to another case study
page (Campaign)
You can then report these 4 KPIs together as a measurement of Case study impact,
and also create a global Case study impact KPI by combining these KPIs into a
weighted calculation.
We also recommend reading a very interesting document, found on the Semphonic
web site (http://www.semphonic.com/resources/wpaper_005.pdf).
HTU
UTH
This paper offer a different insight to the KPI definition process through a medology
called Functionalism. Well worth reading and pretty much in line with our approach.
Be creative, evaluate the possible interactions associated to the goals and derive
measurement. Most important: for each tentative KPI, list action points. If you cant
find actions that can change the KPIs score, then chances are that it is NOT a KPI.
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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KPI
KPI
KPI
KPI
KPI
KPI
KPI
Dashboard
Dashboard
Actor
Actor
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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KPI
There are 3 main families of dashboards (and they all can be used together):
Actor based, where each of the direct actor gets a dedicated dashboard with
his/her KPIs
Macro Goal based, where all the KPIs relevant to a given macro goal are
presented
Role based, where Dashboards are created with job definitions in mind
(Direct marketing dashboard, financial dashboard)
Which one is better? As usual, the answer is It depends. We think that Actor based
dashboard(s) are the minimum since every actor must be aware of the result of
his/her work on the companys website performance.The two others can also be
extremely useful, especially for indirect actors.
5.3 Reporting Results to Indirect Actors
In our experience, indirect actors do not react well to dasboards per se. A dashboard
requires understanding of the KPIs within and how these are calculated. Indirect
actors usually have responsibilities extending beyond the sites day to day operations
and need data presented into a more report like format. We recommend creating
such reports on a regular basis by turning the KPIs results into written language.
For example, if the latest SEM campaign saw the conversion to download rate jump
from 20% to 35%, do not write thanks to our latest Google SEM campaign, our
conversion rate increased by 15% but instead write thanks to our latest purchase of
Google keywords, we have increased by 15% the number of search visitor
downloading our application. We currently get 35% of them to download it.
The beauty of this approach is that, should the indirect actor want to dig deeper into
the data, the KPIs are ready to deliver precise numerical insights (in our example
above, the actor may ask how is this % calculated and since you have the KPI
definition at hand, it is a very straightforward exercice).
You may also want to team up with other people in order to get your data
incorporated into executive reports.
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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Remember that you left the actors after the workshop with high expectations. Call one
or several meetings with them and present your proposal. For each of the KPI,
explain:
How is it calculated?
Why this calculation makes sense and what exactly does it tell?
What can be done to act (i.e. change the value) on the KPI?
Who will get it and why (i.e. who will be responsible for it)?
Then present the Dashboards as you have defined them (Remember that one KPI
can be reported monthly inside one dashboard and weekly inside another one). For
each decisional actor based dashboard, explain:
Gather feedback: are the actors satisfied with the KPIs and the dashboards? Do you
need to create more?
7. KPI IMPLEMENTATION
technology monitoring. Basically, if you find yourself having more and more
challenges to implement your KPIs, chances are that your current WA tool is no
longer matching your needs and that you should re-evaluate your tool choice. It also
usually tells that your level of expertise in Web Analytics has sharply increased.
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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So, then, what does this methodology have to do with large organizations? Please
read on and well explain why we think this is particularly useful for large
organizations.
In large organizations environment, e.g. in corporations, the probability (read risk) of
performing web analytics in a silo mode, i.e. individual units/people do web analytics
without much or any contacts with others doing the same job, increases. The
following bullets name a few reasons why this risk is to be avoided (bullets are not in
order of importance):
Level & quality of web analytics may vary greatly from business group/unit to
another; quality not guaranteed, making it challenging to compare results
across the company.
In a silo mode, the classic risk of not leveraging the scale of economies is usually
realized. For example, duplicate efforts to support web analytics users (technical
questions, user account management, site account creation etc.) are common. Also,
web analytics vendors have an advantage over you, e.g. in negotiations. If your web
analytic operations are scattered and a company representative can only speak on
behalf of certain part or unit of the company, propability is that you will not make as
sweet deal as you would if the representative could speak on behalf of the whole
company.
In our opinion, one of the most devious risks is the lack of knowledge sharing. The
units or individuals with acumen to web analytics are fine, but those without them in
the rest of company may keep on doing the same mistakes over and over again.
This can lead to costly mistakes, for example, poor Search Engine Marketing (SEM)
decisions because of lack of knowledge that could have been derived with/from web
analytics.
Furthermore, when a defined service offer for web analytics is missing, it means
harder (and in a way unnecessary) work to convince stakeholders or actors about
the necessity of web analytics. In the worst case, the shiny shield of web analytics is
tarnished. Somebody may have attempted a web analytics exercise before, perhaps
T
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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failed, and now youre trying again. How will you convince you are any better at it?
Additional, negative weight from history can be surprisingly heavy.
These barriers should be overcome to the extent possible. How that is best achieved
may be a subject to another white paper. There are no silver bullets to over-coming
barriers; as we have said few times before, it depends on your specific
circusmstances.
In the following chapter, we will elaborate on why structured and centralized
approach is necessary. The method has a central role in the approach.
Assuming that a corporation is able to break the silo barriers and adopts a more
centralized approach to web analytics (and even if it does not), the next question is
what tools does a team have at its disposal to deliver quality web analytics? Where
does the analytics competence come, is it purchased from a consultant or is it so to
say home brewn? How is the analytics activity organized?
Whether the competence is purchased or home grown, a company must have an
internal competence capable of validating the web analytics results produced. To
help the internal person validate the analytics work, the validation work must be
based on something all those involved will understand. We think this method will help
a great deal, as it provides a common basis to the analytics work. It is one way to
avoid uneven results.
In addition, a consultant selling web analytics services can show to potential client
how he/she intends to do the work. While companies often (in our opinion too often)
dont actually care how it is done as long as it is done (youve heard of buying
deliverables), therein lies a risk. How can you know youre getting the best value for
your money?
The advantage for both the organization buying and consultant selling the service is
that both can clearly see what they are buying and selling, respectively. It is mutually
beneficial to know the service purchased/sold is based on proven process, not on
some other credit, often hard to verify by the buyer (such reference customers).
Setting the expectations is far easier when you have something both sides can relate
to to achieve common understanding.
The above applies to enganing the actors (stakeholders) in your organization. You
need a clear service offering for the customers and you want to make sure they
understand what youre going to do with them. In fact, all stakeholders, be they your
customers, your bosses etc., want evidence that you can deliver an analytics offering.
The more advanced ones will even ask you how you will do it. This method is a vital
part of your answer.
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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One constant challenge in knowledge sharing is to assure all involved speak the
language. If you mumble something about page view, uniques, visits, Download
Index KPI, dashboards and the like without ever opening it to the others, they will
miss the beauty. Worse yet, they misunderstand and make wrong conclusion based
on the misunderstanding. Combine that with haphazard order of executing the steps
in web analytics implementation and a mess is virtually guaranteed.
We think the described method is a valuable tool for organizations, particularly for
large organizations where silo-mode lurks behind corners. This method has built-in
the necessary structured approach to web analytics, which is essential to anyone
consultant, employee - providing or buying web analytics services.
9.2 Why Does the Implementation Matter?
We already discussed the implementation in more detailed in the KPI implementation
chapter. This chapter explains some more why you need to pay attention to the
implementation.
When we talk about implementation, we mean the required technical and nontechnical steps to make the system collect the required data. For example, tag
configuration (or what ever the technology your tool uses requires) is technical;
content categorization is non-technical, but it may have an impact on how the
technical part should be carried out. Both are necesary to collect the data needed, so
that you get relevant information to support your analysis work.
An implementation is probably one the most underrated part of a web analytics
process. We have seen it done in many ways; most often it is done sequentially in
wrong order with respect to the other parts - dashboards, KPI definition - of the
process. Probably the worst assumption is that once you have finished the
implementation, you dont need to think about it after. On the contrary, your site
evolves and so does your implementation.
Furthermore, an implementation is often started before there has been any
discussion on the overall goals the site is to achieve and before any KPIs have been
defined. The value derived from such implementation can only be guessed (which
isnt the favourite sport in the analytics business because you can KNOW).
Another catch is that a basic implementation, with no connection to KPIs or the
metrics followed being something which you cant take relevant action on, is not
valuable, regardless of how easy the technical part is. Furthermore, users of these
data are likely to make wrong conclusions based on it, not because the data are false
or erroneous, but because it might not be the data they should be looking at.
This is also the part where the propability of missing golden opportunies is at its
highest. The temptation is great to just start measuring, without much consideration
on what to measure and why. Resist this temptation. The reason is rather simple;
your tool will gather only the data you tell it to gather. It wont magically know what
you need, you must specifically tell it what you want it to gather, as we explained in
the KPI implementation chapter. That is why you need to think carefully what you
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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want to measure and why. We believe it is at this precise point when the above
described method becomes handy.
Last, a few of words about the deployment of the implementation. Many large
organizations have global or regional web presence, meaning sites localized by, for
example, language, content, and available through various country domains (.fi, .se,
.no, .it). What effect does this have on the implementation? If your sites are exact
carbon copies of each other aside from the language, one implementation will do it
for all of them. However, if youre localizing more than the language, you should
localize the implementation as well. This is not to say you could not have e.g. a global
component in it. If you have heavy localization, but the implementation is global,
think of the effects it may have if the global implementation is missing essentials
regarding your country/region/specific case, or worse, has a mistake, e.g. a logical
flaw somewhere.
10. CONCLUSIONS
We hope that this short essay will assist you in your Web Analytics journey. We
would like to emphasize that the Web Analytics being a fairly new discipline, our
methodology is not the only one out there.
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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The concepts we have developed in it are not revolutionary and have been covered
before but we feel that this is the first time that they are all together integrated into a
practical step by step approach. We have given you a practical tool to start work with,
and tried to give you also view points to the web analytics issues from the large
organization perspective. All too often, Web Analytics material stays at conceptual
level with very little field application.
But this approach worked and still works very well for us and, given what we hear
around events; it might be helpfull to others as well.
We stated that this methodology is not centered on tools or technologies and there is
a very good reason for that: tools are just tools and when you select one tool over
another, it has to be based on what you try to achieve, but it is good to keep in mind
that some tools help you to achieve your objectives easier than others.
Finally, wed like to share with you few toughts (some shamelessly inspired by other
WA authors):
KPIs can not come from the bottom up - Management should always
participate to the KPI process and support it
KPIs are usually a ratio of some sort - It is the combination that make them
meaningfull regardless of the absolute figures
As Einstein once said Not everything that counts can be counted, and not
everything that can be counted counts" - Do not get stressed if you do not
mesure every single bit of a given web site
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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On KPIs
The Big Book of Key Performance Indicators, Eric T. Peterson 2006
Disclaimer - All opinions expressed are ours and we are not official spokespersons for Nokia.
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