The client, a cloud-based software solutions provider, initiated a project on sales enablement and wanted to measure the impact of the same on its sales teams and their delivery.
They facilitated enablement through internal training modules for its sales teams and started with running a few courses –the next objective was to assess the impact of the courses across different learner segments (i.e., sellers across different regions, markets, operating units etc.), based on which they wanted to optimize the course content and learner allocation. For this, Priorise had created an interactive dashboard. The client now needed help to develop a system that could readily provide a review of the performance of courses on the go over different periods, in an automated fashion for different stakeholder groups.
Objective
Generating & automating customized text-based insights from a dashboard
Python, SQL, Tableau
Priorise’s team of problem solvers proposed a solution that involved creating an automated system to push insights to different stakeholders based on data combinations in the dashboard.
Some key features of this solution:
Data extraction from SQL database to Python for processing
A new algorithm to create the control group, where every course taker was matched to their peers with similar characteristics in terms of the region served, allotted targets, performance and markets catered to
Impact measurement for all courses in terms of uplift for the treatment group with respect to the control group, across multiple KPIs and different learner segments
Auto-generation of text-based actionable insights from the data
Building easy processes to upload fresh tables to SQL and code push to GitHub
Project Information
One-stop platform for insights, graphs and data analysis, resulting in reduction of manual efforts, better decisions and higher efficiency.
- A one-stop platform to get both insights and graphs to understand performance of different courses and their impact on different learner segments.
- Reduced manual effort and time spent in analysing data and sharing reports with senior stakeholders
- More time for the client to spend on decision making and improved overall efficiency (More time for decision making)
