Analysis Reporting for Business Coaching Service Provider

BACKGROUND

Introduce your business and what you do there.

I am the CTO of the Brave Thinking Institute. We do personal development coach training, and also advise on how to improve one’s business and life.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with ThirdEye Data?

We wanted to create analysis reporting for our company.

SOLUTION

What was the scope of their involvement?

We wanted to create a way to synthesize data so that we could calculate the profitability of each event we host. They put together a complete overview of what resources we would need, timelines, systems, and other things so that we could implement the system.

This was part of the first phase of their work. We used this information to decide our budgets for the coming year. Because of COVID-19, we haven’t been able to pursue actual implementation.

What is the team composition?

Aparajeeta (Co-Founder & Chief Delivery Officer) was our main contact. She had a larger team supporting her. Most of the direct interaction was with her, but we also had conversations with Dj (Founder & CEO) during the process.

How did you come to work with ThirdEye Data?

One of my team members found ThirdEye through an online search, I believe. We narrowed it down to two or three companies, but ThirdEye was the only one able to give us the confidence that they really could do this. They really understood what we were trying to achieve.

How much have you invested with them?

We spent around $25,000.

What is the status of this engagement?

We started working together in September 2019, and we put the project on pause in March 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Their work made team members more aware of the importance of data and how it can make a difference for our company. We saw a shift in the culture of the company, and of people being more aware of keeping track of data and reporting on data.

How did ThirdEye Data perform from a project management standpoint?

They did really well. They kept pushing it forward and they were very aware of our deadline. They were good at making contact with us and our company is very good at that well, so it was really the meeting of two minds and it really went well.

We are 100% a virtual company. Now we have 75 staff members, and they are all working virtually. Therefore, we had all of our meetings via Zoom. We used Basecamp and Microsoft Teams which they provided.

What did you find most impressive about them?

They understand data and have the ability to understand how we use data. They were able to understand that getting the data out of the system was just the first stage. It is a very important stage, but it is what comes after that, that is really important.

Other companies we spoke to were focused on data but not necessarily on what comes after, or were talking about what comes after but didn’t reassure us when it came to the data itself. With ThirdEye, I felt we got the whole package.

Are there any areas they could improve?

I don’t think so. All the way through we had a really iterative process. If we misunderstood each other, there were a couple of conversations where everything was resolved, and we moved forward. There were no issues at all. We were brilliant in sorting out issues. It is one of the smoother projects I have worked on.

Analysis Reporting for Business Coaching Service Provider 2

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