ScoreBooks

We’ve introduced a new term today – “ScoreBook”. We’ve done this to make it easier for new Risers to understand the difference between the software (the ScoreBook) and the output of the software (Leaderboards, Scorecards etc.)

A ScoreBook is the hub for your scoring program on rise.global.  Here’s a diagram that explains what’s going on:

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Breaking this down further:

IN

Into your ScoreBook goes:

  • your list of Users (whether they be people, organisations or things (website URLs))
  • These Users can optionally be grouped into Teams
  • For each User you add their latest Score Entries

PROCESS

The ScoreBook will process the users and score entries according to the Score Algorithm that you set in the ScoreBook Settings.

OUT

Out of your ScoreBook come “Score Bulletins” – snapshots of the ScoreBook for a specific time period (e.g. this month, last month, this week, last week, today’s score and so on).

Each Score Bulletin can include:

  • LeaderBoards to show the ranking tables either by user or by team
  • User and Team ScoreCards to show the breakdown of the score for each user or team.
  • User and Follower Notifications to send out the latest score news to subscribed users and followers of your ScoreBook.

 

 

Using the Rise ScoreBook collector to create a “derivative” metric

The Rise ScoreBook collector was created to help rise.global ScoreBook managers to create derivative metrics from metrics (and score entries) they already have on any of the ScoreBooks they manage.

The benefit of this is to enable you to re-use the score entry data you’ve already brought into your ScoreBooks and so create a more sophisticated ScoreBook.

Examples of when you can use this Score Collector are:

  • You have 2 different ScoreBooks for the same group of users, and you decide you’d like to create a 3rd ScoreBook that will have a metric that will be a function of metrics in the first 2 ScoreBooks e.g. you’ve got ScoreBooks for 2017 and 2018 sales for your sales reps, and you want to create a ScoreBook that scores on the total of 2017 and 2018 sales.
  • You want to create a derivative metric on your existing ScoreBook that calculates the sum or difference of score entries recorded at different time points for another metric on the same ScoreBook e.g. you’re tracking weekly sales of your sales reps and you want to calculate the % change in sales between two consecutive weeks

An example of a ScoreBook that I’ve created using this feature is Twitter Followers Club pictured below:

If you’d like to follow my steps, I’ve provided full details of how I built this ScoreBook in this help article:

How do I create a ScoreBook with a metric which auto-calculates the difference between the two most recent score entries of an existing metric?

 

Convert your sales team spreadsheet into an online leaderboard so that you can share the data more easily and nudge performance higher.

Are you a sales manager who tracks the effectiveness of your individual team members by keeping track of key performance indicators  on a spreadsheet?

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Would you like to share this data with your sales people and find it tedious to:

  • email them their individual, personalised stats by cutting and pasting from the spreadsheet?
  • re-sort all the sales people every week according to their overall performance?

In this case, why not use rise.global to automate these tasks?  You need to design your scorecard (sales reports) only once and then you can automate the sharing of the scorecard every week.

The benefits of automating the process and sharing the data regularly are:

  • all sellers can login via mobile web or desktop to see anytime, anywhere how they are doing
  • sellers can track history over time – so they can think about optimising their behaviour over the whole quarter, not just waiting to the end of quarter
  • managers can allocate points to the key behaviours they want to see more of – e.g. a focus on lead indicators such as prospects called rather than lag indicators such as sales achieved. That means sellers are nudged to the more useful behaviours right now.
  • managers can run “team v team” competitions. That means sellers who are doing badly aren’t disincentivised – every activity still counts to the team total.

Save your spreadsheet as a csv file and follow these steps:

  1. Login to your rise.global profile or if you haven’t already set up a profile, register
  2. Go to “Create ScoreBook” and choose the Blank ScoreBook Template – if you can’t see this template, email support@rise.global and ask us to upgrade your account so that you can have access to this template
  3. Name your ScoreBook, give a quick description and click “Create”

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Choose Manual Entry for the source of your sales people (user) data and Email Address as their unique identifier

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Navigate to ScoreBook Settings -> User Collector and Click on “Import Users from CSV”.  Follow the instructions  to import in all the individuals in your spreadsheet.

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Goto Score Entries and Click on “Import data from CSV”. Follow the instructions again.

Goto ScoreBook Settings -> Score Algorithm and configure the scoring rules that will consolidate all the metrics into a single score, using our sophisticated ranking methods (one of which allows you to compare apples with  oranges!), weights, caps.

Finally, go to Bulletins and click “Create Bulletin”

Et voila

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Every week, all you need to do is import in your spreadsheet data, create score bulletin.

You can now share this leaderboard webpage with exactly who you want and make it as private as you like and you can share just the individual score with each sales person rather than the full leaderboard.  You can share this report via email, Twitter, on a Big Screen TV display, embed the leaderboard onto your own website, share the link of the leaderboard on the rise.global domain.

 

Automation to accelerate change management in an enterprise. #ChangeTech

The pace of change in our digital world is super fast.

Change might mean new business processes, new tools or simply a renewed focus on performance in a key area.

With change coming thick and fast, that means change management budgets are increasingly stretched – more change initiatives but the same pot of cash.

That means change managers have a problem: there sometimes isn’t the time or resources to run a full scale change management program with face to face training and above the line communications campaigns.

In digital change there are no 3 month long lead times, changes can sometimes be quite literally overnight.

For change managers that means they need solutions to accelerate their change management programs.

Many are turning to automation to help with the heavy lifting.

We are calling these new tools #ChangeTech. Examples include rise.global the score card platform and kinetik, a digital card game. They cost less than a face to face coach or trainer and can be deployed globally within hours instead of weeks. Perfect for organisations with staff distributed across the country and the planet!

Using rise.global as a ChangeTech tool

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Using a rise.global ScoreBook for your change program requires little more than a connection to the internet, a list of staff and access to activity data.

Via the principles of success tracking and score science, a change manager designs a score that embodies all the desired behaviours of the change.

The score is then automatically calculated each week for each user of the program and delivered to them as a personal scorecard. The scorecard shows their progress in achieving the objectives, the change over time, and crucially, their relative ranking with peers.

One organisation that has already trail-blazed rise.global as a ChangeTech tool is data-driven marketing and loyalty analytics firm Aimia.

Nathalie Maslia, Global Organisational Change Management Consultant at Aimia said, “With the increased digitisation of business, change tends to happen faster and more often across enterprises. This can mean that, when there is a need for change, the budget to communicate and bed down change is tight.

“As part of our transition to Microsoft Office 365 across Aimia, we used a rise.global ScoreBook to communicate adoption of key O365 and Sharepoint behaviours to our staff. Each participating staff member received a personal score showing their progress in achieving the key behaviours we had identified within a short period of time. What could have taken months in terms of awareness and adoption was achieved in weeks.

Another advocate of using automation to accelerate change management is Mike Quindazzi, Managing Director at PwC:

“I am keen to see business leaders adopt social media to build their digital presence and engage in the marketplace. Sharing insights in ways that builds trust is critical to the future of relationships and business development. Leveraging scorecards and leaderboards in ways that help “automate” part of the change management process can be an effective and productive way to aid the process. Adding this element of gamification helps to increase not only user adoption but also expertise on use of the platforms. “

In this growing age of automation it’s no surprise that change management itself should have automated tools to help it do it’s work. We hope to see more #ChangeTech innovation in due course.

McKinsey & Co. research showed that successful execution of change management can boost ROI on an initiative by 143% – now with ChangeTech solutions like rise.global that automate some of the process, more teams will be able to use change management as they seek to embrace and thrive in a world of rapid digital change.

To learn more about rise.global automated solutions to accelerate your next change management initiative, contact us or book a call directly with Toby Beresford via LinkedIn today.

New Top 100 Image Generator

You asked and we provided – you can now generate a Top 100 image from your Rise Board for sharing far and wide.

I’ve started including it in my release announcement Tweets too, with immediate good evidence of higher engagement than previous tweets with similar content.

For instance this post scored over 400 impressions and 26 engagements

Screenshot 2017-09-11 10.18.00

While a similar tweet in May with only the top 10 scored only 200 impressions and one engagement…

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I hope you enjoy the new image feature.

 

How to add competitor tracking to a Business Dashboard with Cyfe & Rise

Rise Boards can fit very nicely with your existing business dashboards.

Cyfe for instance offers a business dashboard tool where you can get up and running quite easily and very cheaply – you get up to 5 widgets on their free plan.

Adding a Rise Board to a business dashboard is a great way to bring a bit of competitive interest by showing, on a weekly basis, where you stand versus your competition.

Rise now has a new feature that lets you easily add a leaderboard powered by Rise to a Cyfe business dashboard either as a list or a table.

I’ve been using Cyfe as a way to monitor the development of my personal brand online. I’ve been charting my Klout influence score and my current number of Twitter followers – two of the key personal brand metrics I’m interested in at the moment.

However, I don’t want these metrics in isolation and, since Success Tracking is all about community and stories – it’s much more interesting to see where I stand versus others on the same journey.

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To this end, I’ve added the Gamification Gurus Power 100 leaderboard  to my Cyfe dashboard. I can now see I’m number 20 this month, so a bit of work to do to maintain my top ten spot.

I’ve also created a Rise board with a selected 10 accounts whose key metrics I’m tracking. I see them as my peers when building a personal brand – the top people are aspirational (I’m a while off their reach!) but it also includes people nearer to me who I hope to nudge past every so often!

How I added my Rise boards to my Cyfe business dashboard

Using Cyfe I added each Rise board as a widget using the ‘Custom – Private URL – table’ widget type:

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Once I had the widget on my dashboard I configured it by giving it a name, pasting in the URL from Rise for the Cyfe Table widget and setting the refresh rate to 24 hours.

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By adding Rise leaderboards,  I made my business dashboard that little bit more interesting!

If you’d like to try it, then why not create an account on Cyfe (you can use the code: risedotglobal for a cheeky 20% discount if you find yourself subscribing) and then add a Custom Widget – Private URL. Configure it by adding the Rise Online Influencer board to your Cyfe dashboard. The embed URL to paste in is:

https://www.rise.global/display/online-influencer/latest/embeddable/cut/cyfe_table

Please do share screenshots of how your dashboard with Rise Boards embedded look – I’d love to see them!

New “Mug This!” feature to turn your rise.global leaderboards into fabulous Zazzle mugs

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Rise loves celebrating your success with you. That’s why we’ve added a “Mug This!” button for ScoreBook admins.

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It’s a feature for admins to instantly create coffee mugs with their latest leaderboard printed proudly on them.

To use it you’ll need to be a paying scorecard subscriber with Bronze access so you can use the image generation sharing channel. On that page is now a “Mug This!” button. Click the button and instantly you’ll be taken to Zazzle with the opportunity to purchase your amazing creation:

Screenshot 2017-07-05 11.04.57
The Gamification Gurus Power 100 top 10 now on a mug!

We look forward to seeing your photos of your mugs!

Zazzle prints on all sorts of wonderful items, feel free to get in touch and suggest other “Mug This!” style buttons you’d like to see on rise.global.