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Session 809 Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs Andy Johnson & Craig Wiggins, ADL Las Vegas, NV | September 30 – October 2, 2015

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Page 1: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Session 809Analytics and xAPI:

Measure Your Way to Success

Steve Foreman, InfoMedia Designs

Andy Johnson & Craig Wiggins, ADL

Las Vegas, NV | September 30 – October 2, 2015

Page 2: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Sponsored by the Office of the Under Secretary of Defense for Personnel and Readiness (OUSD

P&R)

Analytics and xAPI: Measuring Your Way To Success

Peter Berking, Andy Johnson, Craig Wiggins, Steve Foreman

Devlearn 20152 October 2015Las Vegas, NV

Page 3: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

The authors

3

Steve ForemanPresident

InfoMedia Designs

Andy JohnsonResearch Analyst

ADL

Craig WigginsCommunity Manager

ADL

Peter BerkingSenior Instructional

DesignerADL

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4

The article

Page 5: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Step 1: Analyze need

Step 2: Design the solution

Step 3: Design the xAPI model

Step 4: Develop and implement

Step 5: Measure, monitor, improve

Agenda

Page 6: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

The situation

Page 7: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

The situation

Page 8: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Step 1: Analyze need

Step 2: Design the solution

Step 3: Design the xAPI model

Step 4: Develop and implement

Step 5: Measure, monitor, improve

Agenda

Page 9: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

9

1. Identify business problem

2. Identify goals indicating success in addressing

problem

3. Identify individual metrics to track with xAPI*:

• Refining understanding of problem

• Indicating progress towards addressing problem to:

• Stakeholders

• End users

4.Identify factors that contribute to business problem

1. Directly

2. Indirectly

Needs Analysis Process

*Remember - your metrics are unconstrained by the limitations of current standards!

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10

Direct Success Contributors

Business

Problems

Business

Metric to

Track

Revenue below targets* Which product management

experts are sales people

contacting?

Number of contacts per product

manager

Lower numbers of prospects

and contacts in sales funnel*Which product management

experts are sales people getting

most value from?

Sales rep ratings of product

manager interactions

Higher percentage of

customers dropping after

prospect and contact stages*

Which sales managers are

conducting meetings?

Whether weekly meetings

occurred per sales manager

Time is allocated less

efficiently for most sales

teams compared to one high

performing sales team

Are sales reps attending the

meetings?

Number of sales reps in

attendance

*for 3-6 months after launch of updated product line

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11

Direct Success Contributors

Business

Problems

Business

Metric to

Track

Lower numbers of prospects

and contacts in sales funnel*Which product management

experts are sales people getting

most value from?

Sales rep ratings of product

manager interactions

*for 3-6 months after launch of updated product line

Page 12: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

12

Direct Success Contributors

Business Problems

Lower numbers of prospects and contacts in sales funnel

Page 13: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

13

Direct Success Contributors

Business

Problems

Business

Metric to

Track

Lower numbers of

prospects and contacts in

sales funnel*

Which product management

experts are sales people getting

most value from?

Sales rep ratings of product

manager interactions

*for 3-6 months after launch of updated product line

Page 14: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

14

Direct Success Contributors

Which product management experts are sales people getting

most value from?

Page 15: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

15

Direct Success Contributors

Business

Problems

Business

Metric to

Track

Lower numbers of prospects

and contacts in sales funnel*Which product management

experts are sales people getting

most value from?

Sales rep ratings of product

manager interactions

*for 3-6 months after launch of updated product line

Page 16: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

16

Direct Success Contributors

Sales rep ratings of product manager interactions

Business Metric to Track

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17

Indirect Success Contributors

Learning &

Performance

Solution

Component

Question

to Answer

Activity to Track

Searchable Product

Knowledgebase

What types of information are

salespeople seeking and either

finding or not finding?

Sales rep searches where

results were:

• Selected and accessed

• Not selected and accessed

What types of information are

salespeople using?

Sales rep consumption of

information by:

• Product (i.e., each product in

the product line

• Type (i.e., market research,

competitor comparisons,

product specifications, sales

collateral

What types of information are

being populated?

Product manager and

marketing expert contribution

by:

• Product (see above)

• Type (see above)

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18

Indirect Success Contributors

Learning &

Performance

Solution

Component

Question

to Answer

Activity to Track

Searchable Product

Knowledgebase

What types of information are

salespeople seeking and either

finding or not finding?

Sales rep searches where

results were:

• Selected and accessed

• Not selected and accessed

What types of information are

salespeople using?

Sales rep consumption of

information by:

• Product (i.e., each product in

the product line

• Type (i.e., market research,

competitor comparisons,

product specifications, sales

collateral

What types of information are

being populated?

Product manager and

marketing expert contribution

by:

• Product (see above)

• Type (see above)

Page 19: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

19

Indirect Success Contributors

Learning &

Performance

Solution

Component

Question

to Answer

Activity to Track

Searchable Product

Knowledgebase

What types of information are

salespeople seeking and either

finding or not finding?

Sales rep searches where

results were:

• Selected and accessed

• Not selected and accessed

What types of information are

salespeople using?

Sales rep consumption of

information by:

• Product (i.e., each product in

the product line

• Type (i.e., market research,

competitor comparisons,

product specifications, sales

collateral

What types of information are

being populated?

Product manager and

marketing expert contribution

by:

• Product (see above)

• Type (see above)

Page 20: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

20

Indirect Success Contributors

Learning & Performance Solution Component

Searchable Knowledge Base

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21

Indirect Success Contributors

Learning &

Performance

Solution

Component

Question

to Answer

Activity to Track

Searchable Product

Knowledgebase

What types of information are

salespeople seeking and either

finding or not finding?

Sales rep searches where

results were:

• Selected and accessed

• Not selected and accessed

What types of information are

salespeople using?

Sales rep consumption of

information by:

• Product (i.e., each product in

the product line

• Type (i.e., market research,

competitor comparisons,

product specifications, sales

collateral

What types of information are

being populated?

Product manager and

marketing expert contribution

by:

• Product (see above)

• Type (see above)

Page 22: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Indirect Success Contributors

Question to Answer

What types of information are salespeople

seeking and either finding or not finding?

Page 23: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

23

Indirect Success Contributors

Learning &

Performance

Solution

Component

Question

to Answer

Activity to Track

Searchable Product

Knowledgebase

What types of information are

salespeople seeking and either

finding or not finding?

Sales rep searches where

results were:

• Selected and accessed

• Not selected and accessed

What types of information are

salespeople using?

Sales rep consumption of

information by:

• Product (i.e., each product in

the product line

• Type (i.e., market research,

competitor comparisons,

product specifications, sales

collateral

What types of information are

being populated?

Product manager and

marketing expert contribution

by:

• Product (see above)

• Type (see above)

Page 24: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

24

Indirect Success Contributors

Activity to Track

Sales rep searches where results were:

• Selected and accessed

• Not selected and accessed

Page 25: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Indirect Success Contributors

Online Access to

Product Management

Experts

Which product management

experts are sales people

contacting?

Number of contacts per product

manager

Which product management

experts are sales people getting

most value from?

Sales rep ratings of product

manager interactions

Weekly Sales Team

Meetings

Which sales managers are

conducting meetings?

Whether weekly meetings

occurred per sales manager

Are sales reps attending the

meetings?

Number of sales reps in

attendance

Learning &

Performance

Solution

Component

Question

to Answer

Activity to Track

Page 26: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Indirect Success Contributors

Online Access to

Product Management

Experts

Which product management

experts are sales people

contacting?

Number of contacts per product

manager

Which product management

experts are sales people getting

most value from?

Sales rep ratings of product

manager interactions

Weekly Sales Team

Meetings

Which sales managers are

conducting meetings?

Whether weekly meetings

occurred per sales manager

Are sales reps attending the

meetings?

Number of sales reps in

attendance

Learning &

Performance

Solution

Component

Question

to Answer

Activity to Track

Page 27: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Indirect Success Contributors

Online Access to

Product Management

Experts

Which product management

experts are sales people

contacting?

Number of contacts per product

manager

Which product management

experts are sales people getting

most value from?

Sales rep ratings of product

manager interactions

Weekly Sales Team

Meetings

Which sales managers are

conducting meetings?

Whether weekly meetings

occurred per sales manager

Are sales reps attending the

meetings?

Number of sales reps in

attendance

Learning &

Performance

Solution

Component

Question

to Answer

Activity to Track

Page 28: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Indirect Success Contributors

Online Access to Product Management Experts

Learning & Performance Solution Component

Page 29: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Indirect Success Contributors

Online Access to

Product Management

Experts

Which product management

experts are sales people

contacting?

Number of contacts per product

manager

Which product management

experts are sales people getting

most value from?

Sales rep ratings of product

manager interactions

Weekly Sales Team

Meetings

Which sales managers are

conducting meetings?

Whether weekly meetings

occurred per sales manager

Are sales reps attending the

meetings?

Number of sales reps in

attendance

Learning &

Performance

Solution

Component

Question

to Answer

Activity to Track

Page 30: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

30

Indirect Success Contributors

Question to Answer

Which product management experts are sales

people contacting?

Page 31: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Indirect Success Contributors

Online Access to

Product Management

Experts

Which product management

experts are sales people

contacting?

Number of contacts per product

manager

Which product management

experts are sales people getting

most value from?

Sales rep ratings of product

manager interactions

Weekly Sales Team

Meetings

Which sales managers are

conducting meetings?

Whether weekly meetings

occurred per sales manager

Are sales reps attending the

meetings?

Number of sales reps in

attendance

Learning &

Performance

Solution

Component

Question

to Answer

Activity to Track

Page 32: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

32

Indirect Success Contributors

Activity to Track

Number of contacts per product manager

Page 33: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Step 2: Design the solution

Step 3: Design the xAPI model

Step 4: Develop and implement

Step 5: Measure, monitor, improve

Step 1: Analyze need

Agenda

Page 34: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Learning & Performance Solution

Page 35: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Learning & Performance Solution

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36

Knowledgebase

Sales reps use a searchable

knowledgebase to find

information from product

management and marketing.

● Product information

● Market research

● Competitive analysis

● Customer intelligence

Page 37: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

37

Access to Experts

Sales reps can

connect with

product

management

experts.

Page 38: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

38

Social Networking & Collaboration

Sales information sharing

meetings are held with

structure & guidance that

emulates high

performance sales team.

Page 39: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Step 2: Design the solution

Step 3: Design the xAPI model

Step 4: Develop and implement

Step 5: Measure, monitor, improve

Step 1: Analyze need

Agenda

Page 40: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

xAPI Model Design Process

40

• Identify actions to track within current processes

• Carefully create verbs with one-to-one correlation

• Determine what is being measured (if anything) with each action

• Create “natural” Statements

• Identify characteristics/profile information

• Put it all together to determine which metrics come out

Page 41: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Identify Actions

41

Prospected

Contacted

Negotiated

Made an Offer

Closed/Sold

Dropped

Searched

Accessed

Published

Updated

Rated

Contacted

Asked

Answered

Rated

Held

Attended

Page 42: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Verbs One-to-One

42

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Tying in Measurables

43

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44

Constructing Statements

• <Actor> <Verb> <Object> <Result>

• “Person” “Action” “within Activity” with “Measured Data”

• Andy sold (advanced the state within) in “General Sales”

500 of Widget 505 for $20000.00 USD

• Andy searched KnowledgeBase for “Widget505”

• Andy contacted Craig (in Ask the Experts)

• Andy asked Craig (in Ask the Experts) “Can you tell me the

top selling point of Widget505?”

• Andy attended “September 2015 Team Alpha Sales

Meeting”

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Background and Other Info

45

Meet Bob.

Salesman for 30 years(with Integrated Widgets for 25 years )

Certified, qualified and educated

Balanced task/time allocation

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46

Putting It All Together

Page 47: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Step 2: Design the solution

Step 3: Design the xAPI model

Step 4: Develop and implement

Step 5: Measure, monitor, improve

Step 1: Analyze need

Agenda

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48

xAPI Development Process

• Establish continuous dialog between Designer and Developer to establish what is tracked, for which roles, and in what context

• Look carefully across communities of practice for established best practices

• Translate the natural language Statements into code

• Create visualizations, probably using tools

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49

• Ask questions like “Does it make sense for this type of person to do this activity?”

• Or, “What did you want to see tracked out of this, a 1-5 rating or a like/dislike?”

• Easy to use when sides speak the same language but understand their different roles

Designer and Developer

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50

Take Verbs from CoPs

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51

Translate into Code

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52

Code - Part 2

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53

Visualization Tools

Placeholder for xAPI Dashboard image

Page 54: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Step 2: Design the solution

Step 3: Design the xAPI model

Step 4: Develop and implement

Step 5: Measure, monitor, improve

Step 1: Analyze need

Agenda

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56

• Real data science and empirical

investigation

• Personalized “did you know?” information

• Persistent needs analysis

–Evidence of impact

–Change in behavior

–Long-term effects and trends

Conclusion – What is Possible?

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Questions?

Page 58: Analytics and xAPI: Measuring Your Way To Success€¦ · Analytics and xAPI: Measure Your Way to Success Steve Foreman, InfoMedia Designs ... Senior Instructional Designer ADL. 4

Check Out the Entire Series

58

Ten Steps to Plan & Communicate Your xAPI Designs to a Web Developer

Five Things a Web Developer Needs to Know About xAPI

Establish an xAPI Infrastructure: Guide to Gain Sponsorship & IT Support

xAPI and Analytics: Measuring Your Way to Success

Are You an ISD, Business Process Engineer, or Both?

eLearning Authoring Tools: Taking the Next Step with xAPI

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59

Contact UsSteve ForemanPresident, InfoMedia DesignsEmail: [email protected]: @steveforemanimdLinkedIn: www.linkedin.com/in/steveforemanimd

Peter BerkingSenior Instructional Design, ADLEmail: [email protected]: @pberkingLinkedIn: https://www.linkedin.com/pub/peter-berking/3/693/590

Craig WigginsCommunity Manager, ADLEmail: [email protected]: @oxala75LinkedIn: www.linkedin/in/craigwiggins

Andy JohnsonTech Team Software Engineer, ADLEmail: [email protected]: @andyjohnsonadlLinkedIn: www.linkedin.com/pub/andy-johnson/36/768/50