Dynamic Assessment ToolCASE STUDY: DYNAMIC ASSESSMENTS WITH ENTERPRISE-WIDE SCALABILITY

BUSINESS ISSUE

Working predominantly with C-level executives, A Major HR Consulting Firm had a very short window of attention in order to:

• Introduce their service.
• Provide some proof of concept while instilling confidence that NAVIX Consultants know what they’re doing and can deliver valuable consulting services.
• Provide targeted, customized ‘ah-ha’ worthy assessments to executives with information they haven’t seen before.
• Get the conversation started around aligning the entire executive team on the vision going forward.
• Inform the consulting roadmap and recommendations provided to the client team.

APPROACH & DATA STRATEGY

With significant limits to the time, effort, and attention that consultants can ask for in order to accomplish all of this, the solution needs to be a single, easy-to-use touchpoint/tool that serves multiple purposes.

• Single point of contact:
  • A self-administered assessment that the consultant provides access to.
• Easy-to-use:
  • Provide clickable links for starting/resuming the assessment (reducing typing errors)
  • Provide a clickable link for accessing the prospect’s real-time report (viewable as a webpage and the ability to download a pdf document version).
• Targeted, customized results:
  • Assessment instantly provides clear and insightful analysis of the state of the prospect’s business (real-time analysis and reporting).
• Inform consulting roadmap/recommendations and get the conversation started:
  • Serve as an introduction to the company and its strengths (providing explanations and insights throughout the assessment process).
  • Provides enough detailed information to the consultant about the state of the prospect’s business to inform a consulting plan/offering.
  • Serves as a re-assessment tool to gauge the effectiveness of the actions taken since the initial assessment.
  • Internal reporting capabilities to track and assess individual client, consultant, team, or entire company progress/use of the tool.

STRATEGIC OUTCOMES & IMPACT

Created a single program that incorporates multiple elements:

• Real-time calculations during the assessment process.
• Instant reporting output that includes the assessment calculations, customized visuals and explanations that help the scores make sense, and target / goal indicators highlighting the areas that need the most attention.
• Individual- and team-level reporting that allows each consultant to analyze the initial assessments and create a ready-to-present report output for reviewing with the client.
• Supervisor or Admin views that allow for tracking consultant progress, assisting in consulting recommendations, evaluating the effectiveness of actions taken with client companies, and ad-hoc reporting to better-understand results across clients and tweak the assessment tool.
• This pushes the limits of real-time reporting by creating multiple workflows from a single point of contact / input.  Instantly providing detailed and useful information to the participant as well as creating a wealth of information for use by internal teams in order to provide the most targeted and effective guidance to the participant.