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

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:

Login to your rise.global profile or if you haven’t already set up a profile, register
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
Name your ScoreBook, give a quick description and click “Create”

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

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.

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

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.

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

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.