Webinar

Balancing the Transactional and Relational in a Data-Driven World

Balancing the Transactional and Relational in a Data-Driven World

We live in a data-driven world. Our companies have responded by allocating substantial resources to capture and leverage data, insights, intelligence, and knowledge. This transactional data pours in from numerous sources: customers, financial records, documents, social media, websites, and much more. But numbers are meaningless without context. Join us as we explore how strong partner relationships and the human touch help find and translate the numbers that animate our world.

 

Takeaways:

  • Recognize the importance of balancing data and strong partner relationships
  • Help quantify the value of human-oriented interactions
  • Know how to “play the long game” of relational intelligence in a transactional world

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Jeremy Ballew

Jeremy Ballew

American Airlines

Andy Krebs

Andy Krebs

Twilio

Jon Fortney

Jon Fortney

Gibson Dunn

Joey Seeber

Joey Seeber

Level Legal

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Our Framework

Understand.

During this phase, we work to step away from any assumptions and guesses about what our customers needs, and let our research findings inform our decision-making. We learn more about our customers, their problems, wants, and needs, and the environment or context in which they will use the solution we offer.

Our Framework

Define.

During the Define phase, we analyze our research findings from the Understand phase and determine what is the most important problem to solve — and why. This step defines the goal. Then we can give a clear problem statement, describing what our customers’ needs are that we are trying to solve, making sure that we heard and defined their problem correctly.

Our Framework

Solve.

This phase is an important part of the discipline in our process. People often settle for the first solution, but the most obvious solution is often not the right one. During the Solve phase, we brainstorm collaboratively with multiple stakeholders to generate many unique solutions. We then analyze our potential solutions and make choices about which are the best to pursue based on learnings in the Understand phase.

Our Framework

Build & Test.

This phase is critical in developing the right solution to our customers’ problem. An organized approach to testing can help avoid rework and create exceptional outcomes. Starting small and testing the solution, we iterate quickly, before deploying solutions across the entire project.

Our Framework

Act.

During this phase, the hard work of prior phases comes to life in our customers’ best solution. The research, collaboration, and testing performed prior to project kick-off ensure optimal results.

Our Framework

Feedback.

At the project completion, we convene all stakeholders to discuss what went well, what could have been better, and how we might improve going forward. We call these meetings “Retrospectives,” and we perform them internally as a project team, and with our external customers. The Retrospective is one of the most powerful, meaningful tools in our framework.

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