Archive for the ‘Intranet’ Category

Embedding SiteCatalyst Reports

Posted on December 21st, 2009 by Adam Greco  |  1 Comment »

One of the old adages in business is location, location, location.  In this post, I will share a way that you can ease end-users into the data you want them to see by embedding key reports in to places they are already are frequenting.

Why Embed Reports?
In my experience, most users don’t log into tools (check the SiteCatalyst usage logs) and many ignore e-mailed reports.  But if you can provide relevant information in a context that is meaningful to them, you have a better chance of adoption.

Another barrier to web analytics adoption is that SiteCatalyst reports don’t provide a lot of context.  What I have longed for is a place where I could share more than a few sentences of information about the report an end-user is viewing.  However, for all of its virtues, SiteCatalyst does not provide a lot of tools to provide context to reports.  The ones I have seen are as follows:

  1. Adding a text reportlet to a SiteCatalyst Dashboard.  This is ok, but it is hard to share a lot of information or graphics here.
  2. Adding notes to reports.  Again, you are limited to basic HTML and it is difficult to replicate report notes to many report suites.
  3. There is no real way to associate notes to reports that are e-mailed out other than a short description.
  4. Adding notes to an Excel Dashboard.  This is what I have used the most, but Excel Dashboards can be harder to share and have issues for Mac users.

In addition to the above limitations, as stated earlier, I like to get reports closer to my end-users.  For these reasons, I choose to embed reports into Intranets and web pages.  For example, recently, our development team launched a cool new sidebar helper tool on the website affectionately known as “Super-Sassy.”  Instead of sending a report to my users telling them how the new tool has performed, why not show all recipients what the tool is with the associated data:

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In the example above, I might show data related to our “Super-Sassy” tool along with explanations of all of the metrics on an Intranet page used by the people who designed and developed the tool.  This provides context for people who would not normally be using web analytics data and (hopefully) gets them excited about learning how the tool they have developed is being used.  I even included a button at the top that allows them to launch the full report in SiteCatalyst should they want to change the date range, country data set or dig into more detail.  Finally, in the embedded SiteCatalyst report, I can pre-filter the data using a search and pre-select the appropriate report suite and date ranges, which all goes a long way to simplifying things for people who are not web analysts.

Which do you think will be used more, the above report or the same report buried in an eVar report somewhere within the SiteCatalyst interface?

How’d He Do That?
So how do I do this?  Obviously embedding depends upon the environment you are trying to embed into so I will share the general principles and hoepfully you can apply them to your own envirnment.

One approach is to use SiteCatalyst Widgets.  About a year ago I showed how to use SiteCatalyst Widgets to embed reports into tools like iGoogle so I recommend you check out that post to see if that will work in your environment.

For today’s example, I am going to show what I did above, which is embedding SiteCatalyst reports into Google Sites.  If you are not familiar with Google Sites, it is a free template-based tool you can use to build team group pages, Intranets or any other site you’d like.  I like to use secure Google Sites to build Web Analytics portals or embed reports in existing Google Sites being used by teams at my organization.

Let’s imagine that your social media team has a Google Site that they use to track information about the company’s social media program.  This site has a page for the social media team, social media policies, articles related to social media, etc… Now let’s say that you have implemented some cool Omniture SiteCatalyst Twitter Integration which allows you to see how often your company’s branded keywords are mentioned on Twitter.  Wouldn’t it be cool if you could embed the report showing Twitter mentions directly into the social media team’s existing Google Site?  Here’s how to do it:

  • Work with your social media team to add a page to their Google Site that describes the business question that your report aims to solve.  In this case it might be something like “How often is Salesforce.com mentioned on Twitter?”  On this page, you should provide some context, such as what keyword phrases you would characterize as a “Salesforce.com mention” so users know what makes up the metric.
  • Next, in a new browser window/tab, create the SiteCatalyst report that you want to show your audience on the page.  You do this as you would normally create a report, by selecting the variable (eVar, sProp or Success Event) and the desired date range.
  • Next is the tricky part, in the Google Site menu, insert a Google iFrame Gadget as shown here:

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  • Once this gadget is embedded, click the Properties link which will show the window below.  In your SiteCatalyst tab/window, use the new shortcut link feature (if you need a refresher on how to do this, see this post) to create a shortcut link to the report you created above.  Enter this shortcut link in the “URL to content” box.  Choose the sizing and border settings as you wish and when you are done, save the gadget.  The only bummer in this technique is that Omniture only keeps these shortcut links for one year which means that you would have to repeat this step with a new link once per year (please join me in lobbying Omniture to make these links indefinite!)

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  • Finally, save the new Google Site Page and you are finished.  You can go to the Google site and search on a phrase you included in your page (i.e. “Twitter”) and see the new page in the results list:

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  • When your users click on the page you created, they will see a page like the following:

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Presto!  You now have a SiteCatalyst report embedded into a Google Site already used by your stakeholder that provides useful information and as much free text/graphic context as you would like to add!

How Much of a Web Analytics Geek Are You?
So the above example is specific to Google Sites, but there are many ways to create iFrames of the shortcut links or the Widgets discussed earlier.  However, if you do use Google Sites and are truly a Web Analytics geek, there is a checkbox in the Google Site setup that allows you to track how Google Site pages are used (using a tool that shall remain nameless here!).  Said tool would allow you to see how often people are accessing your wonderful new page and might look something like this:

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Final Thoughts
Since most of you out there are more technical than I am, I expect that you can apply these concepts in ways I never imagined to do amazing things.  The goal of this post was simply to get you to “think outside of the box” and realize that there are many more ways to share your SiteCatalyst data other than e-mailed reports and SiteCatalyst Dashboards.  Enjoy!

Adam Greco is the Director of Web Analytics at Salesforce.com.  You can read his previous Inside Omniture SiteCatalyst blog at http://blogs.omniture.com/author/agreco/ and can follow him on Twitter at http://twitter.com/adamgreco.  Please send questions and comments to adam@the-omni-man.com.

Please note: I am no longer an employee of Omniture and the content/views expressed here are my own and not those of Omniture.

Intranets – The Other Website

Posted on December 14th, 2009 by Adam Greco  |  1 Comment »

While most of you reading my posts are focused on your public website, in this post I am going to share how you can leverage your web analytics skills internally at your organization.  Company Intranets are often times larger than the public website and using the tips I will share here, you can get some big visibility internally and become the hero of your HR team!

Why You Should Care About Your Intranet
Companies often spend a LOT of $$$ on building Intranets.  Unfortunately, not everyone at the company uses the Intranet.  If you can help your internal team show what is working and what is not working on the Intranet, you can help them to save a lot of money.  In addition to the altruistic reasons to track what happens on the Intranet, there are the following selfish reasons:

  1. Tagging Intranets is a great way to try new things and get better at web analysis in a safe environment
  2. Intranets often have low traffic volume so it is a great way to help cost-justify increased budgets for web analytics (“Mr. CEO, not only does this money go towards tracking the website, it also allows us to track our entire Intranet!” – Just don’t tell them that tracking the Intranet costs all of $1,000 in server calls!)
  3. Showing people what is happening on the Intranet does wonders for people inside your organization understanding what the heck you do for the public website!

I have seen situations where a web analytics team has killed themselves trying to get senior executives to see what is taking place on the website and what improvements could be made based upon solid web analysis, only to see the same team get promoted or more budget after spending 2-3 weeks showing what takes place on the Intranet (something that they actually use)!  It sounds completely illogical, but I guess if you can’t beat them, join them!

Tracking Intranets
So what should you track on Intranets?  The following are my best practices learned working with a few large clients.  The one caveat to everything below is that you have to be sure to track all of this data in a different report suite than all of your other website data!

Employee ID
Depending upon the security policy of your company, ask if you are able to track down the the Employee ID level.  I tend to not do this since it can be a bit creepy, but it is technically possible and you can replace the Omniture Visitor ID with your own unique employee identifier.

Non-Personally Identifiable Employee Info
On each Intranet page, I recommend that you pass Department, Region, Business Unit, Office Location, Employee Band Level (i.e. VP, Manager), etc… to variables.  This will allow you to break down all Pages by these data points.  I generally pass these to an sProp and an eVar (save some time setting both through this post) and also recommend you put your top five of these into a 5-item Traffic Data Correlation.

Pages & Sections
Obviously, you want to pass in a unique page name for every Intranet page like you would any other website.  In addition, you should pass the Intranet section to the Site Sections (Channel) variable.  As always, I recommend that you enable Pathing on the Channel sProp so you can see how employees are navigating between Intranet sections.

Internal Search
Just like a public website, Internal Search is usually important on Intranets.  You should track Internal Search on the Intranet just as you would on a public website.  You can apply the same principles I mentioned in this Internal Search post.  This includes tracking what search terms people are looking for, but the beauty here is that you can see these by Department, Region, etc…

Timeparting
Many of my Intranet clients were keen to see when employees were accessing the Intranet, so I recommend you implement the Timeparting Plug-in.  This allows you to see what day of the week and time of the day employees access the Intranet.  Don’t forget to create a correlation between these sProps and your other ones so you can see when each page/section is accessed most often.

Internal Promotions
Much in the same way that I described Internal Campaigns in the past, Intranets may have promotional areas that try and entice employees to click.  You can track these the same way you would a public website.

Intranet KPI’s
The following are the types of KPI’s I have seen used for Intranets:

Page Views/Visit & Average Time Spent/Visit
Depending upon whether your goal is to get employees in and out or get them to spend more time reading Intranet content, you can use this calculated metric to see how you are doing.

Page Views (Event)
As I described in this post, I would recommend that you set a Success Event on each page.  Why?  Well let’s say you want to see how many pages on the Intranet a specific internal e-mail led to.  You can open the Campaigns report, find the e-mail and then see how many pages were viewed.  You can then use an eVar Subrelation to break this down by page name (as long as you pass Pagename to an eVar) to see the exact pages viewed.

Internal Searches
As you would on a website, you should track and trend the # of Internal Searches taking place on the Intranet.

Logins
If employees have to log into your Intranet, you can capture that as a KPI to see how you are doing at getting them to access the Intranet.  This can also be used for segmentation (i.e. show me all users who have not logged into the Intranet in the past 30 days…)

Custom KPI’s
Many times, Intranets are used to get employees to fill out forms, surveys, etc…  Each of these key actions should be captured with a Success Event and in the case of Forms, you should capture the Form Name in an eVar so you can break it down appropriately.

Employee Profile Views
As we march down the road of internal social media, it is fun to track how often each employee’s Intranet Profile is viewed.  Using new tools like my company’s upcoming “Chatter” product (see shameless plug video below!), we may be moving to a world where employees get “followers” so you can track how often people are looking at or following other employees.  This allows you to see who your employees think are important (which may not always align to the org chart!).

Final Thoughts
As you can see, if you know what you are doing for tracking a public website, tracking an Intranet uses many of the same principles.  If you are just getting started in web analytics, feel free to apply the above items on your Intranet as a testing ground before you tackle the public website.  If you have some other cool things you have done to track your Intranet, please feel free to leave a comment here…

Adam Greco is the Director of Web Analytics at Salesforce.com.  You can read his previous Inside Omniture SiteCatalyst blog at http://blogs.omniture.com/author/agreco/ and can follow him on Twitter at http://twitter.com/adamgreco.  Please send questions and comments to adam@the-omni-man.com.

Please note: I am no longer an employee of Omniture and the content/views expressed here are my own and not those of Omniture.