Audit and Goal Setting for Implementing Analytics and Working with Data

Audit and Goal Setting for Implementing Analytics and Working with Data

Audit and Goal Setting for Implementing Analytics and Working with Data

We help you take the first step — to formulate a specific, achievable, and measurable goal around which the analytics system will be built.

We help you take the first step — to formulate a specific, achievable, and measurable goal around which the analytics system will be built.

We help you take the first step — to formulate a specific, achievable, and measurable goal around which the analytics system will be built.

3—8 weeks

3—8 weeks

This initial point of defining goals and the current state is the most valuable and safe investment. It helps avoid jumping headfirst into BI, CRM, end-to-end analytics, or dashboards, and instead, start with the fundamentals.

Schedule a Call

Schedule a Call

Examples of business situations where the audit helps define the problem-solving path

Examples of business situations where the audit helps define the problem-solving path

Result — a goal formulated using the formula:
Goal = Process + KPI + Data

Result — a goal formulated using the formula:
Goal = Process + KPI + Data

Business

B2B

Retail

Sales

It’s unclear who buys, how much, and why; which deals are being lost and which manager actions are truly effective.

It’s unclear who buys, how much, and why; which deals are being lost and which manager actions are truly effective.

Formulated Goal

Process: Sales process to B2B clients
KPI: Lead-to-deal conversion, sales cycle
Data: CRM events, deal history, customer behavior, manager activity

Business

B2B

Retail

Marketing

Offline

Unclear why some clients return and others don’t. It’s impossible to assess marketing's impact on in-store behavior and average check.

Unclear why some clients return and others don’t. It’s impossible to assess marketing's impact on in-store behavior and average check.

Formulated Goal

Process: In-store customer behavior and marketing efforts
KPI: Avg. check, repeat purchases, customer share
Data: Purchase history, checklists, CRM, customer segmentation, promo activity

Business

SAAS

Retail

Marketing

Unclear growth direction, no link between customer data and product growth strategy — decisions made by “gut feeling.

Unclear growth direction, no link between customer data and product growth strategy — decisions made by “gut feeling.

Formulated Goal

Process: Product development and market strategy
KPI: Market share, LTV, retention, user activation
Data: User behavior, traffic sources, subscriptions & churn

Business

SAAS

Financial model

It is unclear how profitable different user segments are and which marketing efforts are justified.

It is unclear how profitable different user segments are and which marketing efforts are justified.

Formulated Goal

Process: Development and analysis of unit economics for different user segments
KPI: Customer Acquisition Cost (CAC), Lifetime Value (LTV), Churn rate, Payback period
Data: Transaction history, user segmentation by profitability, acquisition costs by channel, user behavior, churn

Business

B2C

Retail

Marketing

Online

The conversion to purchase is unstable, and user behavior is unclear: there is a lot of traffic, but it's unclear where exactly the funnel is failing and which steps are hindering the purchase.

The conversion to purchase is unstable, and user behavior is unclear: there is a lot of traffic, but it's unclear where exactly the funnel is failing and which steps are hindering the purchase.

Formulated Goal

Process: User journey from entry to purchase
KPI: Conversion rate at key funnel stages, bounce rate, time on site
Data: Web analytics (GA, Yandex Metrica), site events, traffic sources, cart actions

Business

B2C

Retail

Merchandising

Online

The layout and promotions are not yielding the expected results: there is no clear connection between changes in merchandising and sales growth — everything is being tested blindly.

The layout and promotions are not yielding the expected results: there is no clear connection between changes in merchandising and sales growth — everything is being tested blindly.

Formulated Goal

Process: Managing layout and promotions in stores
KPI: Average ticket size, uplift from promotions, revenue per shelf
Data: Receipts, planograms, promotion schedules, product lists

Business

B2C

Retail

Merchandising

Online

Advertising campaigns are running, but their real effectiveness is unknown: it’s impossible to assess which channels and creatives are actually bringing in valuable customers.

Advertising campaigns are running, but their real effectiveness is unknown: it’s impossible to assess which channels and creatives are actually bringing in valuable customers.

Formulated Goal

Process: Managing marketing and advertising channels
KPI: ROMI, CPI, Customer Acquisition Cost (CAC), LTV
Data: Data from ad platforms, product events, traffic sources, CRM

Business

Internal processes

HR

There are issues with hiring and turnover, but it’s unclear where the bottleneck is: there is no transparent process, and it’s difficult to track at which stage candidates are being lost and why.

There are issues with hiring and turnover, but it’s unclear where the bottleneck is: there is no transparent process, and it’s difficult to track at which stage candidates are being lost and why.

Formulated Goal

Process: Employee hiring and onboarding process
KPI: Conversion rate at stages, time to fill positions, 90-day retention
Data: ATS/HRM system, questionnaires, interview evaluations, manager feedback

The audit stage is suitable for companies that are at the initial point of working with data

The audit stage is suitable for companies that are at the initial point of working with data

The audit stage is suitable for companies that are at the initial point of working with data

No systematic analytics
reports are collected manually, BI is either not implemented or not used

No data processes
data does not influence decisions, hypotheses, or growth

No one is responsible for the data

analytics is "in the air," and everyone does things their own way

There is a vague understanding that "data is important," but it's unclear where to start

Result of our work is a structured document, which includes:

Result of our work is a structured document, which includes:

Result of our work is a structured document, which includes:

1/7

Market and competitor analysis results
(if necessary)

Market and competitor analysis results
(if necessary)

Helps understand your current position and which approaches are working for others.

2/7

List of involved parties from both sides

List of involved parties from both sides

Identifies who will influence the success of implementation: executives, teams, developers, marketing, etc.

3/7

List of required tools

List of required tools

What needs to be implemented or improved: CRM, analytics, BI, segmentation, tracking, etc.

4/7

Recommendations for data infrastructure

Recommendations for data infrastructure

What should be improved in data collection, storage, and updating to move towards analytics.

5/7

Goal achievement plan

Goal achievement plan

Specific steps: what to do, in what order, who is responsible for what, timelines, and risks.

6/7

Workshop and training plan

Workshop and training plan

Topics to be covered with the team to start using data: from metric trees to decision-making

7/7

Final estimate and proposal for the next phase

Final estimate and proposal for the next phase

Duration, roles, and budget forecast—if you decide to continue working with us or another contractor.

Deliverables

Deliverables

Deliverables

Actionable plan with a scope of work on how to achieve your goal

Actionable plan with a scope of work on how to achieve your goal

Actionable plan with a scope of work on how to achieve your goal

MIRO board with discussion results

MIRO board with discussion results

MIRO board with discussion results

1-hour consultation session based 

on the results

1-hour consultation session based 

on the results

1-hour consultation session based 

on the results

Readiness to use plan internally or proceed with Metrico

Readiness to use plan internally or proceed with Metrico

Readiness to use plan internally or proceed with Metrico

Are you ready to start working with data to grow your business?

Are you ready to start working with data to grow your business?

Are you ready to start working with data to grow your business?

Cost: based on your requirements

Cost: based on your requirements

Cost: based on your requirements

Duration: 3-8 weeks

Duration: 3-8 weeks

Duration: 3-8 weeks

Schedule a Discovery Call

Schedule a Discovery Call

Metrics serving
you business

Let’s start building your metrics today!

Schedule a Call

Cases

Services

Team

Reviews

FAQ

2024 — Till now

Metrics serving
you business

Let’s start building your metrics today!

Schedule a Call

Cases

Services

Team

Reviews

FAQ

2024 — Till now

Metrics serving
you business

Let’s start building your metrics today!

Schedule a Call

Cases

Services

Team

Reviews

FAQ

2024 — Till now