Post by ofrancesconi on Jul 27, 2021 22:42:43 GMT
A. Prepare: Be sure to work with your mentor as you begin preparation for your presentation.
B. Review Salesforce Report (Posted Below).
Post your answers to the following questions:
Salesforce: How do we use it as a tool? To determine how many executed contracts we have and how much revenue they generate. It can break it up by company/geographical areas and by quarters. It can also tell us how many bids we’ve submitted and how many are possible opportunities. Plus, how many of our contracts are new vs renewals, and how many we’ve lost.
What is a "pipeline" and how might it impact your work? A pipeline is potential work or activity that’s forecasted. For Oracle, for example, they have upgrades in the pipeline that will help us incorporate additional system functionalities. In my role, it’s also important to understand company-wide work that might impact delivery of trainings.
What did the pipeline report tell you?
◦ It told me that we delivered 24 contracts for a total of $3.5 MM Annual, which included
15 new contracts and 9 Renewal/Recompete. We also submitted 10 opportunities for a total of $3.6MM Annual in Quarter 1 for 2021. It also showed our submitted and lost opportunities and the financial implications. I particularly enjoyed the last slide with the Qualified Pipeline showing the overall financial growth and the percentage of win rate.
C. Review the two Metrics that Matter (MTM) Reports (To be Emailed).
Post your answers to the following questions:
What surprised you? Economic well being indicators of almost 20,000 people having access to health care and also access Federal Financial support. Great to see a significant number. I didn’t realize it was that high.
What trends do you see?
It’s interesting watching all the trends, particularly the HR data regarding employee statistics and demographics.
Also looking at our employment rates and new job placements, which has had a significant increase this first half.
Are there any trends that cause you concern?
Trends on slide 5 ‘Year Over Year Q2 Trend in Total Served across The Fedcap Group Companies’ seemed to be decreasing, which was a bit of a concern (page 5 and 6).
How will you use MTM in your own work?
The HR updates are useful as it provides information on the employees we have and how we can cater to their learning/tech needs.
B. Review Salesforce Report (Posted Below).
Post your answers to the following questions:
Salesforce: How do we use it as a tool? To determine how many executed contracts we have and how much revenue they generate. It can break it up by company/geographical areas and by quarters. It can also tell us how many bids we’ve submitted and how many are possible opportunities. Plus, how many of our contracts are new vs renewals, and how many we’ve lost.
What is a "pipeline" and how might it impact your work? A pipeline is potential work or activity that’s forecasted. For Oracle, for example, they have upgrades in the pipeline that will help us incorporate additional system functionalities. In my role, it’s also important to understand company-wide work that might impact delivery of trainings.
What did the pipeline report tell you?
◦ It told me that we delivered 24 contracts for a total of $3.5 MM Annual, which included
15 new contracts and 9 Renewal/Recompete. We also submitted 10 opportunities for a total of $3.6MM Annual in Quarter 1 for 2021. It also showed our submitted and lost opportunities and the financial implications. I particularly enjoyed the last slide with the Qualified Pipeline showing the overall financial growth and the percentage of win rate.
C. Review the two Metrics that Matter (MTM) Reports (To be Emailed).
Post your answers to the following questions:
What surprised you? Economic well being indicators of almost 20,000 people having access to health care and also access Federal Financial support. Great to see a significant number. I didn’t realize it was that high.
What trends do you see?
It’s interesting watching all the trends, particularly the HR data regarding employee statistics and demographics.
Also looking at our employment rates and new job placements, which has had a significant increase this first half.
Are there any trends that cause you concern?
Trends on slide 5 ‘Year Over Year Q2 Trend in Total Served across The Fedcap Group Companies’ seemed to be decreasing, which was a bit of a concern (page 5 and 6).
How will you use MTM in your own work?
The HR updates are useful as it provides information on the employees we have and how we can cater to their learning/tech needs.
