Vault Use Case Library: Risk Management
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IMPORTANT UPDATE July, 2019: Vault assets will be retired in the near future, and currently only Playbook and Report assets are compatible with the latest functionality.
This article presents groups of Vault assets that support different risk management use cases.
Readiness Risks
How to Manage Readiness Risks:
- First, let’s set up the Readiness Risk score for green, yellow, and red.
- Have you yet to identify a key contact for the project? Follow these steps.
- Now, let’s send the customer a survey to assess their readiness.
Product Risks
How to Manage Product Risks:
- Let’s create CTAs based on the Salesforce Case object with this rule.
- Now, let’s set up the Product Risk score for green, yellow, and red.
- Follow this playbook when there’s a product risk.
- Let’s report on open risks.
- We can also look at just open flagged risks.
Bugs Risks
How to Manage Bugs Risks:
- Let’s create CTAs based on the Salesforce Case object with this rule.
- Now, let’s set up the Bugs Risk score for green, yellow, and red.
- Let’s report on open risks.
- We can also look at just open flagged risks.
Implementation Risks
How to Manage Implementation Risks:
- First, let’s set up the Implementation Risk score for green, yellow, and red.
- Has a project milestone been delayed? Follow these steps.
- Now that the implementation is over, let’s send the customer a survey.
Support Risks
How to Manage Support Risks:
- First, let’s set up the Support Risk score for green, yellow, and red.
- Let’s create some alerts for:
- Follow this playbook when there’s a support risk.
- Send an email to the customer to acknowledge the support ticket.
- Use these specialized playbooks for a high-priority issue or high volume / long duration.
- Let’s report on open risks.
- We can also look at just open flagged risks.
Advanced Support Risk Assets:
- See how many cases have been opened each week with this report.
- See how many cases have been opened by segment (all-time).
- Check out these pie charts on open cases by priority and type.
- See how many cases have been closed by type (last 6 months).
Company Risks
How to Manage Company Risks:
- First, let’s set up the Company Risk score for green, yellow, and red.
- Take action on various company risks, such as:
- Let’s report on open risks.
- We can also look at just open flagged risks.
Sentiment Risks
How to Manage Sentiment Risks:
- First, let’s set up the Sentiment Risk score for green, yellow, and red.
- Take action on various sentiment risks, such as:
- Let’s report on open risks.
- We can also look at just open flagged risks.
Habits Risks
How to Manage Habits Risks:
- First, let’s set up the Habits score:
- Now, let’s monitor the score:
Sponsor Tracking
How to Track Sponsor Changes:
Usage Data
How to Leverage Usage Data (Google Analytics Page Views):
- First, let’s set up your Usage data object.
- Now, let’s monitor usage.
Advanced Usage Data Assets:
- Don’t have usage data? Use this survey as a proxy.
- You can track ARR every week by loading it into Usage Data with this rule.Vault Use Case Library: NPS® & Advocacy
View the complete list of Vault assets.
NPS, Net Promoter, and Net Promoter Score are registered trademarks of Satmetrix Systems, Inc., Bain & Company and Fred Reichheld. |