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What’s the “Scoop”? Building an editorial analytics dashboard with purpose

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Introductions Mike Petroff @mikepetroff Senior Product Manager Harvard Business Publishing Aaron Baker @helveticaman Associate Director of Content Strategy Harvard University

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Creating and distributing content Harvard Public Affairs & Communications 1

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Our mission Communicate and amplify Harvard’s mission of excellence in teaching, learning, and research while making the University and its contributions relatable and relevant in an always-on world.

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Harvard’s Content Platforms Place your screenshot here

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Idea Website Social Media Editorial Measurement

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How did it do?

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Compared to what?

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Against which KPIs?

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What was your expectation?

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*Awkward silence*

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How can I keep up with all these requests for data? How did it do? Which stories should I share with alumni? Is this a good email open rate? Can you pull the numbers? How many readers do we have?

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Our reports focused on the website, not the content.

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Our (ideal) process 1. Create content that aligns to business goals 2. Distribute on platforms: web, social, email 3. Measure performance against a baseline of average performance by content type 4. Analyze and share your insights with the team and empower them with information

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We identified gaps in our analytics measurement and reporting capabilities. ➔ Benchmarking ➔ On-demand access ➔ Scaled reporting ➔ Shared vocabulary ?

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We looked for solutions.

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First, create a measurement plan Identifying and capturing the right data 2

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Measurement plan goals ◉ Translate institutional goals to measurable user action ◉ Ensure quality data capturing ◉ Establish baseline KPIs ◉ Speculate action plan based on results

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Turning goals into metrics Goals ❏ Visual storytelling ❏ Reader engagement ❏ Cross-platform content promotion Wishlist ➢ Element visibility ➢ Scroll depth ➢ Outbound link tracking

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Building Scoop The editorial analytics dashboard 3

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Like all great projects, it started with a whiteboard.

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“ For something to be considered innovation, it needs to be new, valuable, implemented, and adopted. 22 Sari Harrison Ideas are Easy, Sorting them is Hard

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Creating the roadmap for Scoop Value? > Measurement plan > Build prototype > User interviews > Collect feedback Implementation? > Gather resources > Build “MVP” > Collect feedback > Iterative improvement Adoption? > User onboarding > Increase awareness > Build reports > Measure usage

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No content

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No content

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No content

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Scoop tour Dashboard and visualizations 4

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Roll-up view on homepage

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Harvard Gazette news story

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Rolling benchmarks

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Rolling benchmarks

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Scroll depth

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Cross-platform content promotion

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Daily Gazette email

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Interactive data using Highcharts

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Facebook post

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How it works What’s under the hood? 5

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How it works ◉ Server requests data via platform APIs ◉ Data is stored in a database ◉ Averages are calculated ◉ Results are published

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7am request email stats every 15 minutes 1am request Facebook post data update benchmarks Data timeline 2am request web analytics data update benchmarks 9am push Slack signals every 3 hours 6pm rush hour ends midnight request final email data process audience cohorts Server data requests and processing schedule RUSH HOUR

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Bringing Scoop analytics to users Making the dashboard more visible 6

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Credit: smithhousedesign.com The Chasm

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Democratizing data “The goal is to have anybody use data at any time to make decisions with no barriers to access or understanding.” -Bernard Marr Source: What Is Data Democratization?, Forbes

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Email reports from Scoop ◉ Daily Gazette email performance ◉ Introduced and reinforced benchmark visuals and shared vocabulary

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Email reports from Scoop ◉ Weekly content performance ◉ Narrative explanations and insights ◉ Provided links to Scoop dashboard for more analysis

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“ “Hey Aaron, what’s the Scoop login again? I forgot my password.”

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SSO implementation

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Signals and Scoop Slackbot “I just want Scoop to tell me what’s important and when I should pay attention.”

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Bookmarklets “Can I just jump to a Scoop dashboard right from a Gazette article?

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In-person distribution methods.

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Scoop helps to create a more data-informed culture.

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The future of Scoop Roadmap, challenges, opportunities 7

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Roadmap and Challenges ◉ More platforms ◉ Changing APIs ◉ Data model

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Using Google Data Studio and other tools to iterate quickly and measure value.

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Credit: Graziella Jackson, Echo&Co Based on an assumed 1,782 working hours in a year (2,080 minus federal holidays, vacation, sick time, etc.) Type of idea % of your budget % of your time “Bread and butter” (low risk, low scope daily efforts) 70% 50% (891 hours per year, 20 hours per week f/t) “Build and boost” (replicating ideas that have proven their results; often reach and conversion drives with a clear beginning, middle, end) 20% 25% (445.5 hours per year, 10 hours per week f/t) “Breakthroughs” (high risk, high scope, high value new ideas, taken from pilot to replication) 10% 25% (445.5 hours per year, 10 hours per week f/t)

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What we’ve learned.

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Any questions? Let’s keep in touch. ◉ @mikepetroff ◉ @helveticaman Thanks!