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BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy...

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BIR is the new QBR Bonnie Bryce, Dell Technologies Kelly DeRoche, Dell Technologies
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Page 1: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

BIR is the new QBR

Bonnie Bryce, Dell Technologies

Kelly DeRoche, Dell Technologies

Page 2: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Bonnie

BryceDirector, Business Process

Management

Dell Technologies EBP

YEARS IN EBC INDUSTRY: 8

PAST EXPERIENCE:- 30 year veteran of EMC/VCE/Dell holding a host of roles,

most notably opening and managing 4 VCE Customer

Technology Centers in 4 years.

- ABPM presenter for 5 years.

- ABPM Tour Host.

- ABPM Juror.

- 2018 ABPM World Class Award winner for Customer

Experience and Planning.

CONTACT: [email protected]

Kelly

DeRoche

Program Manager,

Dell Technologies EBP

YEARS IN EBC INDUSTRY: 3.5

PAST EXPERIENCE:

- VCE briefing program

- Various Roles across briefing lifecycle:

Consultant, Coordinator, Metrics etc

- Music industry – Artist management, Radio

- Retail management

CONTACT: [email protected]

Introductions

Page 3: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Agenda• Briefing Impact Review (BIR) Overview

• Driving Business conversations through data• Meaningful Metrics

• Display and context

• Examples

• Results

• Best Practices• Planning, Execution and Follow up

• Q&A

Page 4: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

What is a QBR?

Page 5: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Briefing Impact Review (BIR):

An Overview

Page 6: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

BIRAnalyze and interpret data to be more

proactive in the future

Past performance in context is used to

determine business opportunities/

missed opportunities to

strengthen partnership

QBR

Looking in the rearview mirror at

past performance numbers only,

creating reactive responses

QBR vs BIR

Volume

vs.

Value

Page 7: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Description

A strategic review & planning session

between the Executive Briefing Program

(EBP) and Business Units (BU).

Includes a review of the past 6 months of BU

activity/impact and discuss future

opportunities

Benefits

• Strengthen Partnerships

• Identify business opportunities

• Address challenges and Discussion Leader

gaps

• Share and discuss data and insights into BU

performance in briefings

• Create and follow through on action plans

Page 8: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Who to Target?Key Stakeholders

• Who cares about the business/revenue?

• Decision Makers (VP+)

• Champions

• BU Points of Contact

• Marketing, Sales, Product etc

Page 9: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Storage

CI/HCI

Server

Cloud

Data Protection

Client

Portfolio Messaging

Services

VMware

Pivotal

Business Units

Dell Tech Select

SABs/Partners Sales

Enterprise Preferred

Commercial

Global Accounts

Who to Target?

Page 10: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Driving Business Conversations

Through Data

Page 11: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Raw Data & Reports

Analysis Insights Action

Page 12: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Starting with Data

Poll your Stakeholders

Create Reports

Manipulate Data

Page 13: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Data Analysis & Creating Insight

Add Context & Intelligence

%Display as

Percentages

instead of raw

numbers

Compare to

other parts of

the business

Show trends in

increased/

decreased

performance

Ask more

questions

Look at more

than just

numbers

Page 14: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Action and Visualization

Visualize to grab attention

What actions need to be taken?

Page 15: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Examples

Page 16: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

16 of Y Dell – Internal Use – Confidential

TopicsSessions

2HFY18

Global

Attach Rate

PowerEdge Modular Server: Portfolio Strategy & Overview 105 8.4%

Server Technology Vision and Trends 62 4.9%

PowerEdge Rack and Tower Servers: Portfolio Strategy & Overview 54 4.3%

Server Systems Management and Usability: Portfolio Strategy & Overview 24 1.9%

Extreme Scalable Infrastructure (ESI): Solution Overview 21 1.7%

PowerEdge Servers Design: Technical Overview 15 1.2%

PowerEdge Server Security: Solution Overview 12 1.0%

Hands-On Servers & Systems Management Experience at CSC (Round Rock only) 4 0.3%

PowerEdge Server Power and Cooling: Technical Overview 4 0.3%

PowerEdge Servers Quality and Customer Experience Strategy 0 0.0%

▪ Conducted 7,691 Sessions Globally in 2HFY19 (301 were about XXXX)

▪ 20% of Agendas had a XXX Session (54% only had 1)

▪ 75% of XXX Sessions Were Conducted in North America

▪ 161 unique server DLs globally

XXXX Topics Accounted for 4% of our Total Global Sessions in

2HFY18

Page 17: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

17 of Y Dell – Internal Use – Confidential

Overall Impact 6 Month Lookback

# Briefings Briefing Attach RateAttach Rate Trend

(6 month avg)# Sessions

431 37% ▲5% 579

243 44% ▲4% 312

Page 18: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

18 of Y Dell – Internal Use – Confidential

BU Comparison 6 Month Lookback

# Briefings Briefing Attach Rate # SessionsSession

Attach Rate

Storage 448 38% 743 9.1%

Data Protection 431 37% 579 7.0%

CI/HCI 399 34% 500 6.1%

Client 294 25% 479 5.9%

CI/HCI 254 46% 301 6.5%

Data Protection 243 44% 312 6.7%

Storage 234 43% 390 8.4%

Server 165 30% 248 5.3%

Page 19: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

19 of Y Dell – Internal Use – Confidential

TopicsAMERICAS

6 Month Lookback

Topics

Briefing

Attach

Rate

Attach

Trend

(6mo)

Sessions

24.0% ▲ 132

12.4% ▲ 67

5.6% ▲ 31

4.0% ▼ 22

0.4% ▼ 2

0.0% ▼ 0

4.5/5Avg Content Feedback Rating

From Customers & Account Teams

Related Topics

Security Transformation 10.2% 56

Endpoint Security:

Portfolio Strategy and

Overview 4.7% 26

Page 20: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

20 of Y Dell – Internal Use – Confidential

Account ReachGLOBAL

6 Month Lookback

3,600+Customer & Partner Attendees Reached

85% Commercial

15% Enterprise

Top Industries

Financial Services

Computer Services & Software

College/Universities

Banks

Healthcare

Top CountriesUnited States

IndiaJapan

Singapore

Customer Examples

Page 21: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Insert example slides – TABLEAU

Page 22: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Insert example slides – TABLEAU

Page 23: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Insert example slides – TABLEAU

Page 24: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Insert example slides – TABLEAU

Page 25: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Results & OutcomesBefore

New Overview/Strategy gold-standard

deck created by marketing team

After

Undefined message from BU and

inconsistent custom delivery of message

Discussion Leader rotation program

implemented and new DLs onboarded

Discussion Leader gap

discussed

Briefing Consultants trained on the value

to promote topic and add to agendasTopic not being leveraged

Forced collaboration through BIRBU has teams that are siloed and don’t

work together often

Page 26: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Plan Host Follow Up

Best Practices Sharing

Page 27: BIR is the new QBR - ABPM is the new QBR ABPM Spring 2019.pdf · New Overview/Strategy gold-standard deck created by marketing team After Undefined message from BU and inconsistent

Q&A


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