SmartHRにおけるLooker利用の話 / 20200124 Looker User Meetup in Tokyo #3

by shimojiyuki

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Looker͞ΜɺฐࣾͷϔϧεείΞ ͍·Կ఺Ͱ͔͢ʁ 2020.01.24 Fri. #Looker User Meetup in Tokyo #3 Լ஍ ༐و SmartHR ΧελϚʔαΫηεάϧʔϓ SMB CSM Ϣχοτ

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ࣗݾ঺հ

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Լ஍ ༐وʢγϞδ Ϣ΢Ωʣ ԭೄੜ·Εԭೄҭͪɻ࿀ѪϚονϯάΞϓϦͷӡ ӦձࣾͰWebσΟϨΫλʔɺෆಈ࢈αʔϏεͷ ϚʔέςΟϯάΛܦͯɺ2017೥10݄ʹSmartHR ʹΧελϚʔαΫηεͱͯ͠ೖࣾɻ ΧελϚʔαΫηεάϧʔϓ SMB CSMϢχοτॴଐ ※ͪΐ͏Ͳྑ͍ײ͡ͷࣸਅ͕ݟ͔ͭΒͳ͔ͬͨͷͰɺ͏ͪͰ฻Β͍ͯ͠Δೣʢ͠Β͢ɾ♂ɾ5ϲ݄ʣͷࣸਅͰ͢ɻ

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ຊ೔͓࿩͢Δ͜ͱ

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ɾ SmartHRͱ͸ ͷ࿩ ɾ Looker Embedded Analytics × Salesforce ͷ࿩ ɾ ݱࡏͷঢ়گ ͷ࿩ ɾ ࠓޙͷల๬ ͷ࿩

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SmartHRͱ͸

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ू·Δ ஝·Δ ׆༻Ͱ͖Δ SmartHR͸ ਓࣄ৘ใ͕ʮू·Γŋ஝·ͬͯŋ׆༻Ͱ͖Δʯ Ϋϥ΢υܕιϑτ΢ΣΞͰ͢ɻ

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8 ೖࣾखଓ͖ ϚΠφϯόʔ ޏ༻ܖ໿ ೥຤ௐ੔ ࣾձอݥ ిࢠਃ੥ ෼ੳϨϙʔτ ू·Δ ஝·Δ ׆༻Ͱ͖Δ Φϓγϣϯ ਃ੥ɾঝೝ څ༩໌ࡉ Φϓγϣϯ ैۀһσʔλϕʔε ཤྺɾొ࿥ฤू ࣾһ໊฽ ओͳػೳ

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ೖࣾ৘ใఏग़ґཔ Step.1 εϚϗ•PCͰೖྗ ೖࣾ•໾ॴ•खଓ͖&؅ཧ•อ؅ ॻྨ४උ ҹ࡮ɾίϐʔ ൃૹख഑ هೖɾೀҹɾඞཁ෺४උ ༌ૹ डྖ σʔλೖྗ ؅ཧɾอ؅ ݿ಺อ؅ ඞཁॻྨ࡞੒ ໾ॴखଓ͖ ໰߹ͤରԠ ※ ͝Ճೖอݥ૊߹΍ඞཁऔಘ৘ใʹΑΓεςοϓ͸มΘΓ·͢ Step.2 Step.3 Step.4 Step.5 Step.6 Step.7 Step.8 Step.9 Step.10 Step.11 Step.12 Step.1 Step.2 Step.3 ͳΒ ਓࣄ΋ैۀһ΋ϥΫϥΫ

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Step.12 10 99.5%ͷاۀ༷͕ ܧଓར༻͍ͯ͠·͢ ܧଓ཰

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Looker Embedded Analytics × Salesforce ͷ࿩

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ઌ೔ɺ͜ΜͳnoteΛॻ͖·ͨ͠ɻ SmartHRͷΧελϚʔαΫηεΛࢧ͑Δσʔλͷ࿩ʛshimojiyukiʛnote https://note.com/bunnyboy/n/n64fae4909e40

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هࣄதʹ͋Δ ʮLookerΛSalesforceʹembed ͍ͯ͠Δʯʹ͍ͭͯ ɾ ͲΜͳ৘ใΛ ɾ ୭͕ɺͲ͏໾ཱ͍ͯͯΔͷ͔ Λগ͠ৄ͓͘͠࿩͠·͢ɻ

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● Customer Lookup ͲΜͳ৘ใʁ SmartHRͷܖ໿৘ใɺ֤छػೳͷར༻౓΍ɺ ؅ཧऀϢʔβʔͷ࠷ऴΞΫηε೔ɺαϙʔτ ίϯςϯπͷར༻ঢ়گͳͲ

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● Customer Lookup ୭͕Ͳ͏໾ཱ͍ͯͯΔʁ ɹɹɹCS ʮΦϯϘʔσΟϯάதͷ͓٬༷͕ɺ໰୊ͳ͘࢖ ͍࢝ΊΔ͜ͱ͕Ͱ͖͍ͯΔ͔Λݟ͍ͯΔɻ ఆྫMTGલ΍ɺ[Ξϥʔτ্͕͕ͬͨ(ޙड़)]ɺ [໰͍߹Θ͕ͤ͋ͬͨ] ͳͲͷτϦΨʔ͔Βɺ ͓٬༷΁ΞΫγϣϯΛى͜͢લʹ֬ೝ͢Δࣄ͕ ଟ͍ɻʯ

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● Customer Lookup ୭͕Ͳ͏໾ཱ͍ͯͯΔʁ ɹɹɹηʔϧε ʮ঎ஊதʹτϥΠΞϧొ࿥Λ͞ΕͨاۀΛݟ ͯɺ࣮ࡍʹར༻͍ͯ͠Δ͔Ͳ͏͔Λݟ͍ͯΔɻ ͓٬༷ͷঢ়گΛݟ্ͨͰɺޮՌతͳఏҊʹܨ͛ ΒΕΔΑ͏ʹͳͬͨɻ CSͱಉ͡৘ใΛݟΕΔΑ͏ʹͳͬͨ͜ͱͰɺ ड஫ޙͷҾ͖ܧ͕͗͠΍͘͢ͳͬͨɻʯ

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ͲΜͳ৘ใʁ ػೳར༻౓Λ΋ͱʹࢉग़ͨ͠είΞΛɺ100఺ ຬ఺Ͱදࣔɻ Looker্Ͱ͸ɺސ٬͝ͱͷείΞҰཡΛݟΔ Ϙʔυ΋࡞͓ͬͯΓɺ είΞ͕௿͍ʢ= ػೳΛ͋·Γ࢖͍ͬͯͳ͍ʣ ސ٬Λݟ͚ͭͯɺӡ༻૬ஊ΍ηϛφʔͷҊ಺Λ ૹͬͨΓͱରԠ͍ͯ͠Δɻ ● Health Score

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Ͳ͏໾ཱ͍ͯͯΔʁ ݱঢ়͸ͦ͜·Ͱ໾ཱͯΒΕ͍ͯͳ͍ ՝୊ɿػೳར༻౓͚ͩͰ͸͓٬༷ͷαΫηεʹ ͭͳ͕͍ͬͯΔ͔Ͳ͏͔͸൑ผͰ͖ͳ͍έʔε ͕ଟ͍(SmartHRͷ৔߹)ɻ ͳ͔ͥʁɿSmartHRͷ৔߹ɺར༻ͷλΠϛϯ ά͕ݶΒΕΔػೳ͕ଟ͍ͨΊɻ ʮୀ৬खଓ͖͕͋·Γ࢖ΘΕ͍ͯͳ͍͔Βɺ ΋ͬͱ࢖͍͖ͬͯ·͠ΐ͏ʂʯͱ͍͏ఏҊΛ͠ ͯ΋ҙຯ͕ͳ͍ʢαΫηεʹͭͳ͕Βͳ͍ʣ ● Health Score

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ࠓޙͲ͏ΧΠθϯ͍ͯ͘͠ʁ λονείΞ※΍ɺΞϯέʔτͰͷຬ଍౓ௐࠪ ͳͲ΋Ճຯ͢ΔΑ͏ʹ͢Δɻ ※ ޙड़͠·͢ɻ ● Health Score

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“ ” MRR (Monthly Recurring Revenue)  = ݄ؒఆֹऩӹɻ೥ؒఆֹͷαʔϏεΛఏڙ͍ͯ͠Δ৔߹ɺͦͷֹΛ12ͰׂΔέʔε͕ଟ͍ɻ NRR (Net Revenue Retention)  = ച্ܧଓ཰ɻࠓ݄֫ಘͨ͠ച্͕ɺདྷ೥ͷࠓࠒʹͲͷఔ౓ʹͳΔͷ͔Λࣔ͢ࢦඪɻ ͲΜͳ৘ใʁ ຖ݄ͷ૿ݮΛݟ͓ͯΓɺ͜ͷ਺஋͔ΒNRRΛܭ ࢉ͠·͢ɻ ※ SmartHRͰຖ݄ݟ͍ͯΔNRR͸ɺ1೥લͱͷ ൺֱͰ͸ͳ͘ɺઌ݄ൺͰࢉग़ͯ͠೥׵ࢉ͍ͯ͠ ·͢ɻਖ਼֬ͳNRR͸ɺظ͕క·ͬͨλΠϛϯά Ͱ֬ఆ͠·͢ɻ ● MRR ਪҠ ஌͓͖͍ͬͯͨB2B SaaSͷϏδωεࢦඪͱ୯ޠ – લాώϩ https://hiromaeda.com/2016/09/20/saasglossary/

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ݱࡏͷঢ়گ(2020.01) ͷ࿩

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● ར༻ൣғʹ͍ͭͯ ࢀߟɿSmartHR ͷϓϩμΫτͱސ٬ϥΠϑαΠΫϧ اը ։ൃ ঎ஊ ಋೖ ೝ஌ ׆༻ PM(Ұ෦) / Dev / PdDesign / QA(Ұ෦) Marketing / CmDesign / IS Sales / Sales SP PMM(Ұ෦) Customer Success SP(Ұ෦) Customer & Employee

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● Dashboardsʹ͍ͭͯ ػೳ͝ͱͷαϚϦ͕ݟΕΔDashboard΋࡞੒

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● ೥຤ௐ੔׆༻Ϩϙʔτ ೥຤ௐ੔ػೳͷར༻ঢ়گΛՄࢹԽͯ͠ɺଧͪ߹Θͤ࣌ʹސ٬ʹఏڙɻ

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ࠓޙͷల๬ ͷ࿩

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! SmartHRεΫʔϧʢeϥʔχϯάίϯςϯπʣͷडߨঢ়گ ! ΢ΣϏφʔɺηϛφʔͳͲͷࢀՃঢ়گ ! ϛʔτΞοϓɺษڧձͳͲͷΦϑϥΠϯΠϕϯτ΁ͷࢀՃঢ়گ ! εςοϓϝʔϧɺϝϧϚΨͷ։෧ɺΞΫγϣϯঢ়گ ! ΞϯέʔτʢNPSɺCESʣͷճ౴ঢ়گɺείΞ ! ࢀՃ×ຬ଍౓Ͱूܭ  ɹࢀՃ͍͍ͯͨͩͯ͠΋ɺຬ଍͍͚͍ͨͩͯͳ͚Ε͹ҙຯ͕ͳ͍ ! ֤छ߲໨Λ͔͚߹ΘͤͨείΞϦϯάͷ࡞੒ ! είΞͷ૿ݮΛτϦΨʔʹͨ͠λονࢪࡦͷࣗಈઃఆ ● Touch Score

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ड஫཰ͳͲɺSalesforceͷϨϙʔτͰ͸࡞੒͕೉͍͠σʔλ΍ɺ ϝϯόʔ͝ͱͷ࣌ܥྻͰΈͨਪҠΛ΢ΥονͰ͖ΔϘʔυΛ࡞੒தɻ ׬੒ޙ͸Salesforceʹembedͯ͠ɺ͍ͭͰ΋ݟΒΕΔΑ͏ʹ͢Δɻ ● ηʔϧεάϧʔϓͷDashboard

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● ܦӦਞͷҙࢥܾఆʹ࢖͑ΔDashboard ! શࣾͰݟ͍ͯΔܦӦࢦඪ ! Ϧʔυ਺ɺ঎ஊ਺ɺMRRɺARRɺRenewal Rate ͳͲ ! Marketing -> Sales -> CS ͰҰؾ௨؏ͨ͠KPI ! ݱঢ়͸redashͰूܭͨ͠σʔλΛGoogleεϓϨουγʔτͰҰ෦Ճ޻͍ͯ͠Δ ! ܦӦͷҙࢥܾఆʹ࢖͑ΔϨϕϧʹ͢ΔͨΊʹ͸ɺσʔλͷਫ਼౓ΛݶΓͳ͘ߴΊΔඞཁ͕͋Δ ! ৴པ͞ΕΔBIͱͳΔͨΊʹɺLookML͚ͩͰͳ͘ɺDBʹ஝ੵ͞ΕΔσʔλͦͷ΋ͷʹ͍ͭͯ΋  ܦӦਪਐάϧʔϓ͚ͩͰͳ͘ɺΤϯδχΞͷྗ΋आΓͳ͕ΒɺνʔϜҰؙͱͳͬͯ  ਫ਼ࠪ͠ͳ͕ΒਐΊ͍ͯΔɻ

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͝ਗ਼ௌ͋Γ͕ͱ͏͍͟͝·ͨ͠