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+ OFWIM
How to Standardize
Organization-Wide Data
Collection
Agenda
• Welcome
• Introduction of OFWIM
• Mission and vision of OFWIM
• Best practices for organization-wide data
collection
©2015 QUALTRICS LLC.
Jeanette Jones - OFWIM PRESIDENT
• 30 years of GIS experience
• GIS Manager for the Tennessee Wildlife
Resources Agency
• has a B.S. in Wildlife Biology, and M.S. in
Geography from Murray State
• Jeanette.jones@tn.gov
©2015 QUALTRICS LLC.
The Organization of Fish and Wildlife Information Managers (OFWIM) is an
international professional organization. OFWIM was formally established in 1993
and was granted non-profit status in 1995.
Our mission is to promote the management and conservation of natural resources
by facilitating technology and information exchange among managers of fish and
wildlife information.
Our vision is to be a bridge between natural resource and technical disciplines to
promote partnering, collaboration, sharing of ideas and best management
practices in order to effectively apply technology to the information and data
needs of natural resource management.
©2015 QUALTRICS LLC.
As an organization, OFWIM seeks to:
• Connect fish and wildlife information management professionals to share
their experiences including successes, failures, and lessons learned
• Create a place for annual face-to-face discussion of relevant current topics in
the field of information management
• Share new hardware and software solutions via webinars, in-person training,
and newsletter articles
• Teach new skills to our members to help them do their jobs more efficiently
and effectively
• Support data management and data standardization efforts at regional an
national levels
©2015 QUALTRICS LLC.
Visit www.ofwim.org to learn more about OFWIM.
Join us for our 2017 OFWIM Conference and Annual Meeting
in Chattanooga, TN, October 1 – 5, 2017
Our theme for this year’s conference is, “A picture is worth a 1000 words.
Displaying and sharing your data in a compelling way.”
JacobHoldaway
DirectorforStateandLocal
Government
• 9+yearsofprofessionalexperiencein
governmentITtechnology
• EngageswithStateandlocal
leadershipacrossthecountryto
improveorganizational-widedata
collection
• Sponsorof NACo,NIGP,NLC,
NASPO
• Jacobh@qualtrics.com
What is a
? It’s a Quality Metric that is:
1. Measurable
2. Can be monitored
3. Can be quickly obtained
4. Communicated / Learn from
5. Action-able / Act upon to improve
“We help organizations identified or established Quality Metrics in and across all of
their many departments that are measurable, monitored, can be quickly obtained,
learned from, shared with their leadership team and/or with the public in order to be
acted upon to improve the performance of their organization”
Industry Disruption
Research Schools Teach and Use Qualtrics
The top 100 rated research schoo
in America choose Qualtrics
Business Schools Teach and Use Qualtrics
The top 100 rated business schoo
in America choose Qualtrics
Florida Higher Education chooses Qualtrics
Over a 160,000 students were
taught the Qualtrics Standard in
Solution History
2003 - 2008
Research made simple
• 100 Universities
24/7 SUPPORT
SERVICES & SUPPORT
DISTRIBUTION
CHANNELS
SURVEY
ENGINE
REPORTING
DATA
ANALYSIS
PLATFORM
2003 - 2008
Research made simple
• 100 Universities
Our solution history
2003 - 2008
Research made simple
• 100 Universities
24/7 SUPPORT
SERVICES & SUPPORT
DISTRIBUTION
CHANNELS
SURVEY
ENGINE
REPORTING
DATA
ANALYSIS
PLATFORM
2003 - 2008
Research made simple
• 100 Universities
Our solution history
MARKET
RESEARCH
RESEARCH SERVICES
CUSTOMER
RESEARCH
SOLUTIONS
ADVANCED SECURITY LAYER
STATISTICS &
DATA
SCIENCE
2008 - 2012
Enterprise-grade solutions
• 200 Employees
• Half of Fortune 100
2003 - 2008
Research made simple
• 100 Universities
24/7 SUPPORT
SERVICES & SUPPORT
DISTRIBUTION
CHANNELS
SURVEY
ENGINE
REPORTING
DATA
ANALYSIS
PLATFORM
2003 - 2008
Research made simple
• 100 Universities
Our solution history
MARKET
RESEARCH
RESEARCH SERVICES
CUSTOMER
RESEARCH
SOLUTIONS
ADVANCED SECURITY LAYER
STATISTICS &
DATA
SCIENCE
2008 - 2012
Enterprise-grade solutions
• 200 Employees
• Half of Fortune 100
2012 – 2014
Org-wide solutions
• 600 Employees
• 95 of Top 100 Business Schools
ADVANCED SECURITY LAYER
ROLE-BASED
DASH-
BOARDS
CASE
MANAGEMENT
TEXT
ANALYSIS
CRM
INTEGRATION
CLIENT ENGINEERING IMPLEMENTATION PROGRAM SERVICES
EMPLOYEE
ENGAGEMENT
EMPLOYEE 360
2003 - 2008
Research made simple
• 100 Universities
24/7 SUPPORT
SERVICES & SUPPORT
DISTRIBUTION
CHANNELS
SURVEY
ENGINE
REPORTING
DATA
ANALYSIS
PLATFORM
2003 - 2008
Research made simple
• 100 Universities
Our solution history
MARKET
RESEARCH
RESEARCH SERVICES
CUSTOMER
RESEARCH
SOLUTIONS
ADVANCED SECURITY LAYER
STATISTICS &
DATA
SCIENCE
2008 - 2012
Enterprise-grade solutions
• 200 Employees
• Half of Fortune 100
2012 – 2014
Org-wide solutions
• 600 Employees
• 95 of Top 100 Business Schools
ADVANCED SECURITY LAYER
ROLE-BASED
DASH-
BOARDS
CASE
MANAGEMENT
TEXT
ANALYSIS
CRM
INTEGRATION
CLIENT ENGINEERING IMPLEMENTATION PROGRAM SERVICES
EMPLOYEE
ENGAGEMENT
EMPLOYEE 360
2014 – 2015
CX Portfolio Enhancement
• 800 Employees
• 8,000+ Customers
TRANSACTIONAL
CEM
STRATEGIC
CX
TODAY
Platform Development
• 1200 Employees
• 8500+ Customers
OPEN REST API
QUALTRICS INSIGHT PLATFORM
The World’s
Largest
Insights
Cloud Brands & Organizations
9K +
of the top 100
research schools
99
Users
1.8M+
Used In
Countries
75+PROVO / USA
DALLAS / USA
SEATTLE / USA
WASHINGTON DC / USA
DUBLIN / IRL
SYDNEY / AUS
SEATTLE / USA
Federal Government chooses Qualtrics
Qualtrics standards for organization-wide data collection
 Data security standard
 Audit trail, visibility standards; Who has access to the data, what type &
what did they do with it?
 Scale or scoring standard across all departments and divisions
 Internal sharing and collaboration standard for data
 Transparency/public sharing standards
 Minimal or threshold data requirement for listening to citizen & employees
 Standard for cadence/speed of data to leadership
 Digestion/dash boarding standards of the data
FedRAMP – in process
 FedRAMP, is a government-wide program that provides a standardized
approach to security assessment, authorization, and continuous
monitoring for cloud products and services. Audit trail, visibility standards;
Who has access to the data, what type & what did they do with it?
 Enhanced Security: Complies with over 300 rigorous security controls to
protect sensitive customer data. Internal sharing and collaboration
standard for data.
©2015 QUALTRICS LLC.
Analyze
Identify opportunities,
understand trends, and deliver
data to the right people
DASHBOARDS BY FUNCTION AND ROLEDATA COLLECTION
OPERATIONAL INTEGRATION
CHANNELS
Collect
Understand citizen
relationships and key touchpoints,
and capture unsolicited feedback
Act
Drive strategic and tactical
action to improve citizen
and agency outcomes
Others
SMS
Feedback
Key
Accounts
IVR
Surveys
Employees
Email
Surveys
Website
Experience
Mobile &
In-app
Feedback
Locations
Website
Feedback
Contact
Centers
Social
Feedback
Mobile / App
Experience
Text analytics
Key drivers
Weighting
Digests
Customer data
Operational data
Case management
Scorecards
Data-based alerts
Automated actions
Executive
Manager
Front-line
The Qualtrics Experience Platform
Insight
Platform
Qualtrics
Vocalize
Site
Intercept
Target
Audience
Stat
Wing
Qualtrics
360
Employee
Engagement
 Award-winning training and support
 Real-time reporting
 Professional services
 Open APIs – data warehouse / CRM
BENEFITS
CUSTOMER EXPERIENCE
Drive brand engagement and
loyalty, reduce customer churn,
and deliver ahead of expectations
by understanding what customers
care about most.
MARKET RESEARCH
Understand your consumers and
and market more deeply to deliver
better products and solutions to
the world.
EMPLOYEE INSIGHTS
Happy employees deliver better
results with greater speed.
Identify the drivers of employee
engagement and satisfaction
necessary to drive team
success.
DIGITAL EXPERIENCE
Capture value from your website
visitors, improve their digital
experience and increase website
conversion.
Manage the Entire Experience on One Platform
No other platform is built to innovate across these research modules.
Q&A

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How to Standardize Organization-Wide Data Collection

  • 1. + OFWIM How to Standardize Organization-Wide Data Collection
  • 2. Agenda • Welcome • Introduction of OFWIM • Mission and vision of OFWIM • Best practices for organization-wide data collection
  • 3. ©2015 QUALTRICS LLC. Jeanette Jones - OFWIM PRESIDENT • 30 years of GIS experience • GIS Manager for the Tennessee Wildlife Resources Agency • has a B.S. in Wildlife Biology, and M.S. in Geography from Murray State • Jeanette.jones@tn.gov
  • 4. ©2015 QUALTRICS LLC. The Organization of Fish and Wildlife Information Managers (OFWIM) is an international professional organization. OFWIM was formally established in 1993 and was granted non-profit status in 1995. Our mission is to promote the management and conservation of natural resources by facilitating technology and information exchange among managers of fish and wildlife information. Our vision is to be a bridge between natural resource and technical disciplines to promote partnering, collaboration, sharing of ideas and best management practices in order to effectively apply technology to the information and data needs of natural resource management.
  • 5. ©2015 QUALTRICS LLC. As an organization, OFWIM seeks to: • Connect fish and wildlife information management professionals to share their experiences including successes, failures, and lessons learned • Create a place for annual face-to-face discussion of relevant current topics in the field of information management • Share new hardware and software solutions via webinars, in-person training, and newsletter articles • Teach new skills to our members to help them do their jobs more efficiently and effectively • Support data management and data standardization efforts at regional an national levels
  • 6. ©2015 QUALTRICS LLC. Visit www.ofwim.org to learn more about OFWIM. Join us for our 2017 OFWIM Conference and Annual Meeting in Chattanooga, TN, October 1 – 5, 2017 Our theme for this year’s conference is, “A picture is worth a 1000 words. Displaying and sharing your data in a compelling way.”
  • 8. What is a ? It’s a Quality Metric that is: 1. Measurable 2. Can be monitored 3. Can be quickly obtained 4. Communicated / Learn from 5. Action-able / Act upon to improve “We help organizations identified or established Quality Metrics in and across all of their many departments that are measurable, monitored, can be quickly obtained, learned from, shared with their leadership team and/or with the public in order to be acted upon to improve the performance of their organization”
  • 10. Research Schools Teach and Use Qualtrics The top 100 rated research schoo in America choose Qualtrics
  • 11. Business Schools Teach and Use Qualtrics The top 100 rated business schoo in America choose Qualtrics
  • 12. Florida Higher Education chooses Qualtrics Over a 160,000 students were taught the Qualtrics Standard in
  • 14. 2003 - 2008 Research made simple • 100 Universities 24/7 SUPPORT SERVICES & SUPPORT DISTRIBUTION CHANNELS SURVEY ENGINE REPORTING DATA ANALYSIS PLATFORM 2003 - 2008 Research made simple • 100 Universities Our solution history
  • 15. 2003 - 2008 Research made simple • 100 Universities 24/7 SUPPORT SERVICES & SUPPORT DISTRIBUTION CHANNELS SURVEY ENGINE REPORTING DATA ANALYSIS PLATFORM 2003 - 2008 Research made simple • 100 Universities Our solution history MARKET RESEARCH RESEARCH SERVICES CUSTOMER RESEARCH SOLUTIONS ADVANCED SECURITY LAYER STATISTICS & DATA SCIENCE 2008 - 2012 Enterprise-grade solutions • 200 Employees • Half of Fortune 100
  • 16. 2003 - 2008 Research made simple • 100 Universities 24/7 SUPPORT SERVICES & SUPPORT DISTRIBUTION CHANNELS SURVEY ENGINE REPORTING DATA ANALYSIS PLATFORM 2003 - 2008 Research made simple • 100 Universities Our solution history MARKET RESEARCH RESEARCH SERVICES CUSTOMER RESEARCH SOLUTIONS ADVANCED SECURITY LAYER STATISTICS & DATA SCIENCE 2008 - 2012 Enterprise-grade solutions • 200 Employees • Half of Fortune 100 2012 – 2014 Org-wide solutions • 600 Employees • 95 of Top 100 Business Schools ADVANCED SECURITY LAYER ROLE-BASED DASH- BOARDS CASE MANAGEMENT TEXT ANALYSIS CRM INTEGRATION CLIENT ENGINEERING IMPLEMENTATION PROGRAM SERVICES EMPLOYEE ENGAGEMENT EMPLOYEE 360
  • 17. 2003 - 2008 Research made simple • 100 Universities 24/7 SUPPORT SERVICES & SUPPORT DISTRIBUTION CHANNELS SURVEY ENGINE REPORTING DATA ANALYSIS PLATFORM 2003 - 2008 Research made simple • 100 Universities Our solution history MARKET RESEARCH RESEARCH SERVICES CUSTOMER RESEARCH SOLUTIONS ADVANCED SECURITY LAYER STATISTICS & DATA SCIENCE 2008 - 2012 Enterprise-grade solutions • 200 Employees • Half of Fortune 100 2012 – 2014 Org-wide solutions • 600 Employees • 95 of Top 100 Business Schools ADVANCED SECURITY LAYER ROLE-BASED DASH- BOARDS CASE MANAGEMENT TEXT ANALYSIS CRM INTEGRATION CLIENT ENGINEERING IMPLEMENTATION PROGRAM SERVICES EMPLOYEE ENGAGEMENT EMPLOYEE 360 2014 – 2015 CX Portfolio Enhancement • 800 Employees • 8,000+ Customers TRANSACTIONAL CEM STRATEGIC CX TODAY Platform Development • 1200 Employees • 8500+ Customers OPEN REST API QUALTRICS INSIGHT PLATFORM
  • 18. The World’s Largest Insights Cloud Brands & Organizations 9K + of the top 100 research schools 99 Users 1.8M+ Used In Countries 75+PROVO / USA DALLAS / USA SEATTLE / USA WASHINGTON DC / USA DUBLIN / IRL SYDNEY / AUS SEATTLE / USA
  • 19.
  • 21. Qualtrics standards for organization-wide data collection  Data security standard  Audit trail, visibility standards; Who has access to the data, what type & what did they do with it?  Scale or scoring standard across all departments and divisions  Internal sharing and collaboration standard for data  Transparency/public sharing standards  Minimal or threshold data requirement for listening to citizen & employees  Standard for cadence/speed of data to leadership  Digestion/dash boarding standards of the data
  • 22. FedRAMP – in process  FedRAMP, is a government-wide program that provides a standardized approach to security assessment, authorization, and continuous monitoring for cloud products and services. Audit trail, visibility standards; Who has access to the data, what type & what did they do with it?  Enhanced Security: Complies with over 300 rigorous security controls to protect sensitive customer data. Internal sharing and collaboration standard for data.
  • 23. ©2015 QUALTRICS LLC. Analyze Identify opportunities, understand trends, and deliver data to the right people DASHBOARDS BY FUNCTION AND ROLEDATA COLLECTION OPERATIONAL INTEGRATION CHANNELS Collect Understand citizen relationships and key touchpoints, and capture unsolicited feedback Act Drive strategic and tactical action to improve citizen and agency outcomes Others SMS Feedback Key Accounts IVR Surveys Employees Email Surveys Website Experience Mobile & In-app Feedback Locations Website Feedback Contact Centers Social Feedback Mobile / App Experience Text analytics Key drivers Weighting Digests Customer data Operational data Case management Scorecards Data-based alerts Automated actions Executive Manager Front-line
  • 24. The Qualtrics Experience Platform Insight Platform Qualtrics Vocalize Site Intercept Target Audience Stat Wing Qualtrics 360 Employee Engagement  Award-winning training and support  Real-time reporting  Professional services  Open APIs – data warehouse / CRM BENEFITS
  • 25. CUSTOMER EXPERIENCE Drive brand engagement and loyalty, reduce customer churn, and deliver ahead of expectations by understanding what customers care about most. MARKET RESEARCH Understand your consumers and and market more deeply to deliver better products and solutions to the world. EMPLOYEE INSIGHTS Happy employees deliver better results with greater speed. Identify the drivers of employee engagement and satisfaction necessary to drive team success. DIGITAL EXPERIENCE Capture value from your website visitors, improve their digital experience and increase website conversion. Manage the Entire Experience on One Platform No other platform is built to innovate across these research modules.
  • 26. Q&A