Keboola’s Solutions for Agencies

We would like to show you how some of our clients redefined their businesses by routinely using data in their daily activities. Despite the fact that each company’s situation is different, we hope to give you some ideas to explore in your own business.

If you work in a service agency, as a customer care manager or in similar type positions, you are all about efficiency. Any idle time spent on non-revenue generating activities means wasted time and manpower, and more importantly, a net loss for your organization.

To ensure optimal operation, you may be asking yourself questions like this:

  • Is your team correctly prioritizing clients with a higher profit margin?

  • How are individual team members performing compared to each other?

  • Are team members doing the work they are best suited for?

Earthworms

Sometimes the simplest graphs show the most relevant information. The graph that you see below (generally known as "bullet chart") has been coined the “earthworm” by our clients. Provided by one of our clients, this particular graph eloquently shows agent performance overall, as well as in comparison to the team average.

As a manager, imagine having one of these for each of your agents. In a mere seconds you can distinguish your top vs. poor performers and take the actions needed to enhance or improve their behavior.

Customer Care

Diving deeper into individual performance, you can then examine why each agent is performing the way they are. After you take a look at the next client example, you will see that this series of earthworms track agent performance in different areas.

Agency - get rid of pivot tables !

During my midnight oil hours and rumbling through out our internal systems, I have come across the ZenDesk tickets that our data analysts are closing for one of hour clients - H1 agency (part of GroupM).

At H1.cz they have created a report in GoodData which is called “non active campaigns”. It contains one metric, 5 attributes of type data, client, etc. and 4 filters (time, client’s agency, etc….) - It sounds super simple, but let’s take a closer look.



What it does, it gives you back a table, which is a wet dream of any and all agencies out there. You can see “anything” across all of the advertising channels. I mean “anything." In this particular case, they’ve created a report of non active campaigns. After some time this is a very good example of an output that is very hard or impossible to achieve in things like Tableau, SAP, Chartio, periscope.io or RJMetrics. Rock&Roll of the multi-dimensional BI system! You need to live it to believe it and to actually understand it.

Bellow is the data model (non readable on purpose), the yellow ovals are the things on top of which you count and you can see them in the context of green ones:


Karel Semerák from H1.cz has prepared this report. I bet he has no clue what mega machine he put into works so it would actually produced this. GoodData has based on the physical data model, definition of metrics and report context generated 460 rows of SQL in the datawarehouse which propells the system. 

Just imagine that there is a real person that tries to do this report by the hand (totally ignoring the incomprehensible amount of data), he has to do lots of small tasks (look inside AdWords, find the active clients, count number of their campaigns, compare to CRM data for paid invoices, create temporary pivot table, etc.)  and every little task could be represented by the rectangle inside this picture:


It all comes to almost 90 totally different tasks each taking from a minute to 3 days when done by hand. Try to explain this workflow to a Teradata consultant and you will spend a week just explaining what you want, try it with IBM Cognos expert and…well you get the picture.
And one more thing, with GoodData you do it yourself and don’t have to wait another month for the expert nor pay 5 digits sum for one report.

Well played, GoodData & multi-dimensional BI! 

But for a moment let’s forget about this one report. H1.cz has already prepared over 400 of such reports. Try to produce that in Excel and you better have a hord of MS Excel devotees who work hard as robots and are precise as robots. Last time I have seen something like this was years back at OMD. It was a mega office and all of the people inside have been producing pivot tables.

Talking about robots. If you are interested in counting the probability with which “data AI robots” will replace your job, take a look here.


Karel Semerák from H1.cz can stay cool though. He think about the data and the context instead of spending time on tasks where robots will always be better and that is one thing where robots will take some time to improve. Cognitive skills and context.

So next time your P/L starts nocking on your doors, think about giving your people the chance to creatively use their head and leave all the heavy lifting to robots. People aren’t the best at copy&paste or sorting through the AdWords report, but they are great at creative thinking and that is what you need in order to win over your competition.