Creating an empowered community

Create a user onboarding process:

What are the requirements and processes associated with Adobe Analytics access for your business? If you don’t yet have requirements and a process in place for new user onboarding, creating that infrastructure supports scalability.

Implement proper user management and access:

User access to report suites, metrics, dimensions, tools, reports, and components are foundational to Adobe Analytics and a key part of the user group management process. Proper tool access allows for users to become empowered for self-service within Analysis Workspace and Reports & Analytics.

Understand the Implementation:

As a best practice, users must have a baseline knowledge of the business requirements supported by their implementation, which are typically captured via a business requirements document (BRD) and solution design reference document (SDR). These requirements should include what has been implemented and define the business requirements, reports, eVars, events, and so on, by category.

Use report templates:

Adobe Analytics Report Templates and Projects are key resources for enabling tool users on your business’ implementation, reporting use cases, and best practices. These resources should address common business questions, and how they can be best answered within the tool.

Decide who will run the community:

An empowered community begins with an infrastructure based around administering and implementing business requirements. Thus, the teams managing a business’ Adobe Analytics administration and enablement are typically key to managing a user group or internal community.

Define who is involved, roles, and responsibilities:

• Administration project team: The team managing the business’ user group or community is typically responsible for defining the opportunity, such as via a project charter, creating the content plan (at least initially), and determining communication vehicles (for example, Microsoft® team, email distribution, quarterly call, and so on).

• Executive sponsor: It is key to have an executive sponsor to support the success of your business’ internal user group or community. This role is key for supporting milestones, communication, ensuring prioritization across the broader team, and change management.

• Supporting functions responsibilities: Depending on the size and structure of your organization, it might be beneficial to engage teams like Web Development, Personalization, Testing, and so on.

• Tool users: There is an opportunity for anyone that has the potential to impact data aligned to your business’ Adobe Analytics implementation to get involved–regardless of title or role!

Remember – “What’s in it for them?” Keeping your community focused on business use cases and priorities helps ensure engagement and success!

Create a project charter (template download):

A project charter is often a great way to align your business around the opportunity for an internal, empowered community. By answering the following questions, you have what you need to draft your charter:

• What is the problem statement that you are trying to solve? What is your community goal, and what do you foresee as in scope or out of scope?
• “What’s in it for me?” What are the potential benefits or costs, how to measure success, and what are the risks?
• What is the timeline for getting a community live? What setup work is needed from an enablement, tool, admin user groups, etc. perspective? It is typically best to have baseline enablement resources developed before launching a larger initiative.
• How effective will core team members be to the community’s success, and who will be supported within the initiative?
• Lastly, who is your executive sponsor? We cannot emphasize enough the value of a strong executive sponsor, someone to sign off on supporting the work and its value.

Build a content plan - While your community will have content ideas for you as well, you should have ideas to kickstart engagement as well. A good rule of thumb is to have at least 6-12 months of content created at any given point in time.

• Are there topics that might align to larger business initiatives, such as key events, larger programs, planning periods, and so on?
• Who might be best to speak on such topics? How could they benefit from community engagement?
• What content would the presentation ideally include, and what questions might it answer?

Create a communication plan - A solid communication plan will be key to your community’s engagement and overall success. Some questions to consider when creating your plan are:

• What teams will be impacted by your community, who is your target audience (for example, executives, managers, frontline analysts)?
• What are your key message focuses, what messages are needed, what’s in it for your target audience (WIIFM), and what requests do you have?
• What communication vehicles should be used (for example, email, Slack, video, meetings, and so on) before or after the community launch? For example, will you send emails through the Adobe Analytics admin tool. Or, should your new user onboarding process now include maintenance of an internal email distribution list that can be utilized for newsletters, and so on?
• Who will send communication?
• When? Key to consider both communications before the community launch, as well as that which needs to be provided on an ongoing basis following the launch.

Use your community vehicle to go live! Depending upon your business’ tech stack, you will also want to choose a tool or vehicle for your community. This will be custom to your organization, but many often find Microsoft Teams to work well.

Reserve time – Add Community meetings to calendars to block time in advance, recurring meetings are a great idea where possible, and will help bring your content plan to life. To help you get started, here are some agenda ideas:

• If your business is hosting virtual events, what digital learnings and insights can be shared more broadly?
• If your website uses interactive tools (such as chatbots, savings calculators, demos, and so on), how is performance data being leveraged? What insights can be gained to better support customers and the customer journey?
• How is your business leveraging existing capabilities to enhance and leverage audience insights? For example, is your business using the new Adobe Analytics and Marketo integration? What learnings and insights can be shared more broadly?

Set expectations – Continue to leverage your project charter and communication plan to set expectations around what your community is and is not. Consistency is key!

Plan for engagement – While your Community is getting started, it may be beneficial to designate someone to monitor and engage teams via the chat during meetings and via your Community vehicles.

Gather feedback – To continue to ensure that meetings, speakers, content, and so on, are relevant, take the time to plan out bi-annual surveys and offer opportunities for feedback. Many find it helpful to debrief with Community project teams following meetings and key milestones.

Data-driven decision making - An empowered community can change your business, as Adobe Analytics enables data storytelling, predicts outcomes, and prescribes outcomes-in a way that is accessible across the organization to support customer intelligence and data-driven decision making.

Increased expertise and efficiency - Direct correlations can be made between enablement engagement and return on marketing investment! An empowered community up-levels everyone’s expertise, facilitating the sharing of insights, best practices, projects, and product updates, encouraging collaboration. It does this while enabling self-sufficiency and greater optimization via Adobe Analytics. This supports marketing channel, page, geolocation, audience, and so one. It also supports experience optimizations, allowing for teams to focus on where they can drive the greatest impact.

Value realization - If your business has invested in a tool as powerful as Adobe Analytics, it is in everyone’s best interest that you are realizing the full value of its potential.

Career development - An empowered community shifts the focus of many analyst teams from being reactive and tactical to being prescriptive and strategic. This opens career development opportunities for your community’s administration project team.