Scope + Design: Analytics and ROI

Maximizing Your Impact with Analytics Our analytics suite tracks trends across user, site, and program interactions. These insights are designed to help you refine staff adoption plans and community engagement strategies.

To ensure your program is meeting its goals, we’ll work with you to define specific Key Performance Indicators (KPIs). These measures are based on the workflows we established in previous phases, allowing our team to guide you toward the exact dashboards and data insights you need to measure success.

Defining Your Roadmap for Success

In this phase, we move from big ideas to measurable impact. Together, we will:

• Establish Your North Star: We’ll define the specific goals and KPIs (Key Performance Indicators) that matter most to you. This ensures we can celebrate your wins and identify exactly where there’s room to grow.

• Harness Data-Driven Insights: By turning data into action, you’ll be able to make informed decisions that directly improve how you address social needs within your community.

• Digitize & Streamline: We’ll review your current processes and transition them into digital workflows. Our goal is to replace manual effort with efficient reporting, giving your team more time to focus on what they do best—helping people.

Important Roles and Responsibilities For This Phase 

What Happens Next

To ensure we make the most of our time together, please complete the following action items before our scheduled call with the Findhelp team:

• Review Your Evaluation Strategy: Take a look at the proposed strategy and the recommended KPIs/MOS tab within your project plan.

Having these reviewed in advance will allow us to jump straight into the details and finalize your roadmap during the call!

What We’ll Provide (Findhelp)

• A Strategic Roadmap: We’ll help you define your analytics goals and determine the best tools and team structure to reach them.

• Compliance Alignment: We will identify and scope any federal, state, or organizational reporting requirements to ensure you stay compliant.

• Expert Training: You’ll receive our standard training suite, teaching your team how to pull actionable insights from our "out-of-the-box" dashboards.

• Technical Foundations: If your needs require a deeper dive, we’ll help set up and map your data structure for more advanced reporting (SQL).

What We’ll Need From You (Customer)

• Your Reporting Needs: A detailed breakdown of the specific goals or social care requirements (SDOH) your organization is aiming to meet.

• Your Vision: Collaboration on your analytics strategy to ensure our training matches your team’s specific skill sets and goals.

• Resource Planning: Working with your CSM to determine if your data needs require additional technical add-ons.

• The Long-Term View: A discussion on your "big picture" strategy to ensure you’re seeing a strong return on your investment.

By aligning on these goals now, we’re building a foundation for clear reporting and long-term success—we look forward to discussing your thoughts during our next call!