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Workflow Assessment: Now 'Analytics Maturity Assessment'

What started out as a heatmap of the workflow has over time, morphed into a comprehensive, strategic tool for our customers and teams to have a clear understanding of the account's analytics maturity. With that evolution, we adjusted the name to reflect the expanding scope, changing the name to the “Analytics Maturity Assessment”.

This tool helps sales teams:

Have a clear understanding of your accounts
Identify expansion opportunities (“whitespace”)
Elevate conversations
Be more data-driven
Optimize your time

Updated External Resources:

This sharable page (Analytics Maturity Assessment) has been updated.
The add-in and survey files are no longer directly available through this page. Interested parties will have to engage with account teams to perform the assessment. Sales teams can then get information and the files through the ANALYTICS MATURITY ASSESSMENT OVERVIEW page.
The video has been updated to talk about the value that we have seen this tool bring to different accounts, highlighting some of the more highly used, valuable reports that drive understanding. Thank you to @Peter Polito for updating this video and @craig Lynberg for updating the design of this page.
If a customer is interested in the assessment, they can complete the form at the bottom of the page “Get Started” that feeds this salesforce campaign.

@Peter Polito recently did a Discovery presentation around this tool. Check it out here.

With this tool being ideal for advocates we have added a link to information about the Analytics Maturity Assessment (short url: jmp.com/ama) to the Analytics Advocate Guide (Americas only right now), but the assessment will still have to be worked through the account teams. This assessment is a key differentiator for advocates who are looking to benchmark their organization’s analytic maturity and how to best visualize success.

Updated Internal Resources:

ANALYTICS MATURITY ASSESSMENT OVERVIEW
- Lots of really good information and words to use when positioning the resource to accounts. Know the suggested process and links to the different files.
Analytics Maturity Assessment Collected Feedback
We are collecting feedback from the various teams around the world to better learn best practices, regional differences and to improve the tool itself.
H2 Feedback Analytics Maturity Assessment
Feedback that we gathered from our teams in EMEA. Kickstarting this next iteration of the tool and where we are logging suggestions for further development.

Changes yet to come in 2023:

Create survey templates in other survey tools that our customers use such as Google forms, Qualtrics, etc. to allow for organizations who may not have MS forms to be able to utilize the survey template without having to recreate the survey.
Add a few other questions to the survey that we believe will elevate the value of the tool even more.
Create suggested email templates for customers to use as starting points so they don’t have to create their own which should help drive improved response rate.
PMM will host an AMA (Ask Me Anything) session around the AMA (Analytics Maturity Assessment) in early November to discuss best practices and answer lingering questions.
Right now the survey is available in English only. We are looking to get the survey templates and page translated into other languages by the end of the year.

Help us make this tool even more impactful!

If you do perform an Analytics Maturity Assessment with a customer, please add your experience to the Analytics Maturity Assessment Collected Feedback page so we can track the progress and continue to improve this tool and experience for sales and for customers alike.