Building Stronger Relationships between Us… “Data People” and Them… “End Users.” Joshua M. Warne Business Intelligence Analyst Fishback Financial Corporation

Remember… 10/10/2015Session Title Here2 |  Thank you Sponsors! o Please visit the sponsors during the vendor break from 2:45 – 3:15 and enter their end-of-day raffles  Event After Party o Dave and Buster’s in Southdale Center. 3 rd floor by Macy’s starting at 6:15  Want More Free Training? o PassMN meets the 3 rd Tuesday of every month.

My Philosophy  We learn from each others experiences, interaction is key, please feel free to participate in this conversation.  I am not responsible for spelling or grammar errors, Miscrosoft was supposed to correct those for me. 3 |10/10/2015Session Title Here3 |

Integration of Data and Strategy 1.Competitive advantages exist 2.Solutions can be complex 3.Managing resources appropriately 4.Maximizing potential value 10/10/2015Session Title Here4 |

Connecting Data and Business Bridging the communication GAP Understanding the value add Stronger relationships involve being more visible Data driven decisions and solutions Realizing common goal: Customer Satisfaction 10/10/2015Session Title Here5 |

Classifications and Perceptions The skeptics and clueless (goes both ways) End users who consider data people wizards Aptitude and desire to understand lingo Decision makers who always rely on the “gut test” Data people’s desire to be fancy or always have latest and greatest Introverts vs. Extroverts 10/10/2015Session Title Here6 |

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Complete the sentence… 1.Self-service Business Intelligence is… 2.End users need to… 3.Without us the Company/End Users would or wouldn’t… 4.Key elements of successful data projects are… 5.End user priorities and expectations are… 6.Change is disliked because… 7.Ad hoc means… 10/10/2015Session Title Here8 |

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Stereotyping Perceptions and generalities picked up through experiences we typically have little awareness of. A threat that immobilizes Interferes with performance Demoralizes and segregates Positive stereotypes can have reverse affect. 10/10/2015Session Title Here10 |

Your Approach Matters 1.Treat data as an asset 2.Push to be involved from the beginning 3.Work to maximize value of data/IT resources 4.Better delivery of solutions 10/10/2015Session Title Here11 |

Communication Pitfalls Lack of clarity and not providing context Employing a one-size-fits-all approach Failing to take advantage of face-to-face meetings Using too much jargon or dwelling on technicalities Not allowing time for information processing Making assumptions, not asking questions or using active listening 10/10/2015Session Title Here12 |

Preparing to Impress Stay focused on business impacts and bottom line Use clear examples and samples Know your audience Use White boarding, Facts, and Figures Clearly identify the issue Create focused objectives Have measurable outcomes/goals and deadlines 10/10/2015Session Title Here13 |

Negotiating Details Build rapport throughout the process Do not over promise Avoid the word “between” Ask a lot of questions and use active listening Prioritize by critical nature- carry buckets vs. build a pipeline Look for win-win scenarios 10/10/2015Session Title Here14 |

Be Effective and Efficient Communicate with decision makers and/or focus on key relationships Use time wisely Embrace the end-user experience Take service-centric approach Deliver results in a meaningful way and reinforce value 10/10/2015Session Title Here15 |

Commit 1.Make a conscious effort 2.Change requires action 3.Build a strong foundation 4.Take responsibility of relationships 10/10/2015Session Title Here16 |

Topics to Explore  Emotional Intelligence  Communication Process  Communication Styles  Communication Strategies 10/10/2015Session Title Here17 |

Oh yeah… 10/10/2015Session Title Here18 |  Remember to fill out your online evaluations for the event and any sessions you have attended. They will be online until 10/17/ valuation.aspx

Questions or Comments What strategies do you utilize to build stronger relationships with management and end-users? 10/10/2015Session Title Here19 |