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 Scorecard” and choose the Blank Scorecard 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 scorecard, 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 Scorecard 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 Scorecard 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 spreasheet 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 scorecard 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 scorecard 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 scorecard 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

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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 aa “Mug This!” button for scorecard 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:

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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.

 

New: Join the conversation feature for every Rise board

We’ve added a small new feature to every Rise board – it’s called “Join the conversation“.

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Any Rise Board manager can now add a social platform section to the About page explaining how and where to join the online conversation about the board.

The conversation channel could be something as simple as a Twitter hashtag to use when discussing the board, a what’s app group invite URL or a dedicated Facebook Group.

One of the perennial issues with any new network like Rise is deciding what parts of the overall experience happen on our site (platform features) and what happens elsewhere (application features).

This feature represents a clear step in the application direction. While Rise lets you build a social graph around success tracking, we won’t be offering further community features for your 4C discussions (cheering, celebrating, commiserating and calibrating) – we’ll leave that to the dedicated social  apps that do that better.

In this update, we’ve provided integration initially for Twitter hashtags, Facebook groups and raw URLs which we show on your board’s about page. Over time we’ll surface the choice of social platform and channel elsewhere in the audience and player experience.

If there’s another social platform you’d like to see deeper support for then let us know.

 

Automate your life with the Rise.global Zapier app

Automation is one of those things that makes life a little bit easier.

I’m certainly someone who likes to automate wherever I can, and nowhere more so in my digital notifications.

As a Rise.global regular I look out for updates to my score on Twitter Followers Club and Twitter Activity Club. I am actively trying to improve my use of Twitter at the moment so I find both boards provide helpful analytics for me to optimise with.

However, the updates come via email and I’m also someone who gets a deluge of email so the updates are sometimes missed.

risezapierThis is where Zapier comes in for me – Zapier is a kind of bridge between different software systems. If something happens on one system, it can then trigger activity on another.

Wonderful” I thought, “perhaps Zapier can help me get notifications direct to my mobile phone?

Adn Indeed it does, Zapier supports “Pushover” a dedicated notifications service for my mobile.

So all I needed to do was to get Zapier to look out for releases of the boards I’m interested in and then get Pushover to notify me of my latest score directly onto my phone.

Here’s the result:

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Now you can see, alongside my other phone notifications I get my latest Twitter Followers Club score.

Because this is Zapier, I could have done this for a whole host of others services too such as adding a new to do item to Asana or a new card on Trello. I can even configure it to post out to Twitter on my behalf, letting my followers know my awesome new score.

Automation made that bit easier with Zapier.

If you’d like to use the Rise.Global Zapier app then follow this link to gain access to the beta. You’ll then be able to use Rise as an app on your own Zapier account.

 

How I did it

If you’re interested in copying me and setting up a notification for yourself then here’s how I did it, step by step. You’ll of course need your own Zapier.com account to do it.

  1. Sign up with Zapier.com
  2. Add the Rise.global app
  3. On Rise.global, sign in, go to Edit Profile then API key and click the button to generate your api key (you’ll need this later on)
  4. On Zapier create a zap
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  5. Choose Rise as the Trigger
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  6. In the options you’ll need to use your API key to connect Zapier to your Rise.global account
  7. Now choose which Rise Board you want to be the trigger for activity each time it releases (typically weekly for most Rise Boards).
  8. Now set up the Action. I chose to use Pushover but you could use a different app you’re more familiar with.
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  9. Now inside your notification, and this is the fiddly bit, you need to define the message that you want to send, each time the release occurs.

    Here you can see I am using Board Name, the name of the release, my score and my rank as the merge fields.
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  10.  That’s it, test your zap and then turn it on. Now sit back and wait for your personal analytics news to come to you!