benefits of kcs adoption in salesforce. When users are equipped with the necessary skills and knowledge, they become more engaged, embracing. benefits of kcs adoption in salesforce

 
 When users are equipped with the necessary skills and knowledge, they become more engaged, embracingbenefits of kcs adoption in salesforce <cite> Official list of employee benefits from Salesforce</cite>

Latest Technology Adoption. Three out of five workers (61%) currently use or plan to use. Whether you are facing an unplanned. Practice 3: Reuse. Dashboards that visually showcase data. In this Flow example, design and test the automation that sends a user’s information from Salesforce to the. A survey has found that the problem is so severe that teams who aren’t guided by a trained support professional are likely to stop using Salesforce altogether. “Culture change is never easy,” Wymar observes. Efficiency enhanced by automation. RightAnswers is the complete connected knowledge management solution that uses AI and machine learning to improve the user and customer experience by enabling organizations to create a trusted knowledge sharing culture. Get rid of the clutter, mostly by hiding things people don’t use and keeping labels intuitive: Hide unused tabs. Spread success: Be sure to document internal knowledge, incorporate KCS when working with outside areas, share articles internally and externally, and broadcast your metrics. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. KCS provides agents with a trusted platform with reliable, verified, and up-to-date information. Question #: 64. Increased call routing accuracy D. The three techniques I use. On the article, there’s a “KCS Flag” section where users can create a new “KCS Flag” record. Customers have increased confidence in support and improved response from support. Which two benefits can be expected from KCS adoption? Choose 2 answers. Optimized use of resources B. It’s what we pass along to customers when we walk them through a fix. Knowledge-Centered Service (KCS) is an IT service delivery and support capability that focuses on knowledge as a key asset of the IT support organization. Capture, Reuse, and Improve Knowledge with Each Case – The KCS methodology benefits organizations that want to reduce costs, speed case resolution, elevate agent productivity while reducing turnover, and identify new sales opportunities resulting from support interactions. Knowledge-Centered Service (KCS) describes a way of interacting with knowledge which enables teams to: and train new employees faster. 2. A cognitive search engine can help with that. If you haven’t heard of Knowledge-Centered Service, then you might have heard of its previous name – Knowledge-Centered Support. At a recent KCS in Action session, Kendall Brenneise and Dave Thomas, Senior Managers in the Digital Services Team at F5, shared the process they went. Reduced support channels E. 4. These top 13 CRM softwares are compared for pros, cons and pricing, and if they offer a free version. Measure Key Salesforce Adoption Metrics. While using the benefits of version control for handling Salesforce metadata isn’t new, it was only with the arrival of Salesforce DX, scratch orgs, and second-generation managed. They also create amazing tools on any device, such as easy-to-use dashboards and smart workflows. KCS provides agents with a trusted platform with reliable, verified, and up-to-date information. Drag KCS Role and KCS Coach into the KCS section. Reduced support channels E. QUESTION NO: 8. non-salesforce. . A. The respondents represent companies of a variety of sizes and sectors in the United States, UK, and Australia. Route to agents with the most capacity to take on new work. Yes, it sounds a lot like herding cats. Which three benefits can be expected from KCS adoption? Choose 3 answers A. . That means Salesforce has undergone a rigorous certification process to make sure that it supports everything an organization requires to implement KCS methodology. DevOps is growing in popularity in the Salesforce ecosystem, but for many teams it’s still a new concept. RightAnswers improves customer service and IT support through knowledge management software and self-service portals that are KCS v6 Verified. It will be pivotal to every business in the volatile global economy to stay ahead of the game. Salesforce-specific standards will enable impacted users to be ready, willing, and able to adopt Salesforce. Click Save. B . Alation’s KCS journey is valuable to companies starting their KCS journey as well as those trying to improve their existing KCS program. Benefits, like having an effective and efficient problem-solving process, reduced time to proficiency and improved products and services, are just a few that come with the sharing of knowledge. Similar to problem management, KCS focuses on getting in-depth. The KCS Practices; Understanding KCS; The KCS Methodologies; Unit 4: Aligning KCS with the Business. Identify the best time to address your company’s adoption. Knowledge-centered service is the continuous generation of demand-driven and self-improving knowledge by many as a by-product of solving customer issues. Optimized use of resources View. However, t he path to successful CRM adoption is riddled with challenges and. Included is an explanation of KCS and Salesforce Knowledge, the value of and benefits to implementing Knowledge, a review of the major features of Knowledge,. Onboard every new employee — not just your sales reps — with an in-person or virtual product bootcamp to ensure they know your products inside and out. KCS v6 Introduction. In the case of Salesforce Lightning, though, the benefits of adoption far outweigh the costs. Unaware of the BenefitsSignificant benefits of Salesforce Service Cloud include-. Benefits of KCS. 4 KCS allows organizations to capitalize on one Choose 2 answers. It’s a strategic management performance metric that provides a comprehensive view of your KCS ecosystem’s health. As organizations continue to adopt Salesforce, the demand for certified professionals grows. Reduced issue resolution time. She discovers solutions that provide exactly what she’s looking for. Salesforce Certified Service cloud consultant (SP23) Questions and Answers. Customize Your Salesforce Org. This concept is based on a process of continual improvement, utilizing the experience of knowledge workers (responders) and patterns of reuse of existing knowledge within. Additionally, KCS provides insight into which questions are being asked the most, and identifies recurring problems so we can remove them from the. Wondering why? This blog post explains. The key benefits of Salesforce training include the following: Improved User Adoption and Engagement. The top 5 biggest advantages of data visualization. Reduced support channels E. 2. Reduced first contact resolution. If you are keen to adopt Salesforce CPQ (Configure-Price-Quote) software to enhance business opportunities, then you’re surely making the correct choice. Self-service is a part of any community in. Salesforce benefits for the sales team. It’s not in doubt that Knowledge-Centered Service is a valuable way to approach your customer support operations. Paid volunteer time. If, on. The company is best known for its Salesforce customer relationship management ( CRM) product, which helps companies easily track customer communications and nurture leads. With KCS, it is easier for new agents to get familiar with your customer. This module describes how Maria and. Click Save. C. Increased call routing accuracy D. Reduced issue resolution time " Study with Quizlet and memorize flashcards containing terms like Universal Containers in implementing the Salesforce Service Cloud. Create a group of super users that will evaluate and manage articles. Choose 2 answers. KCS Benefits and Organizational Measures 3 | Page v1. Effective Salesforce training fosters user adoption by helping employees understand the value and benefits of the platform. Telling and showing your employees why you’re making such a big change will help get them on board. Education Cloud offers educational institutions technologies and applications that allow them to fully exploit the most popular Salesforce products according to their specific needs. 5. With proper adoption, KCS benefits all the stakeholders. Coastal Cloud’s Salesforce proficiency is built on a team of experienced Salesforce leaders with an average of 20+ years navigating the Salesforce platform across core industries such as education, financial services, energy and manufacturing, healthcare, and retail. e. Completeness - Most of what we know, that is self. Providing apps like S-Docs for automated quote, proposal, and invoice creation. Want to Know How to Inculcate KCS in Teams With Cognitive Tech?Salesforce Trailhead is a series of online tutorials that coach beginner and intermediate developers who need to learn how to code for the Salesforce platform. In real Salesforce Service Cloud Consultant exam, there are 60 multiple choice questions. Enable the Knowledge sidebar-related list on the case page layout. Choosing the best sequence of implementation stages. What Led to the Development of KCS? KCS Principles; Why Do You Need KCS? What Are the Benefits of KCS? Unit 2: The KCS Principles and Core Concepts. Ask us what CRM can do for you. Surrogacy: The Progyny service also covers up to $10,000 in expenses related to surrogacy, including carrying and giving birth to the child. Universal Containers wants to implement best practices for its customer support teams and has decided to follow a Knowledge -Centered Support (KCS) methodology. KCS requires many changes in an organization, and Consortium members have demonstrated the great benefits that emerge. Full digital adoption, or learning to use Salesforce to its maximum potential, can greatly boost the. Call us at 1-800-667-6389. Workers are of two minds when it comes to generative AI, Salesforce research reveals. Request a demo Request a Meeting. 1. Complexity to adapt and use. Recognize learning, collaboration, sharing, and improving. Which two benefits can be expected from KCS adoption? Choose 2 answers A. 1. To achieve those benefits, Ursa Major is working to set up a program with these characteristics. A knowledge article life cycle that is implemented correctly the first time and does not need to change KCS coaches conducted training with the Wave 1 TSEs, who were selected because of their enthusiasm and understanding of the benefits of KCS. 4A few ways to do so include: Phasing out legacy systems. Increased call routing accuracy C. 4 KCS allows organizations to capitalize on oneChoose 2 answers. Extending ideas in the KCS v6 Practices Guide and the KCS v6 Adoption & Transformation Guide, this paper helps KCS leaders: Identify the appropriate measures and indicators for each phase. The stakeholder benefits will be realized at three levels as the KCS practices become mature: Direct —operational improvements that are near term (3-9 months) Applied —new ways of delivering service and support enabled by KCS—for example, using knowledge that is created to power web-based self-service (6-18 months) Leveraged. Category: Technology. B) Enable. Ursa Major needs tools to support its new way of working. You need a successful implementation to reap all the benefits of knowledge-centered service. Technique 3. Not only does it benefit the adoptive parents, who have often tried for years to add to their families, but also the birth parents and, most importantly, the adopted child. • Service Cloud license. With strong analytical and problem-solving skills, they help you to map your business objectives with Salesforce features. With instant access to vital information, they can solve customer problems in a heartbeat. Reduced first contact resolution. NEW QUESTION 107 Universal Containers wants toimplement best practices for its customer support teams and has decided to follow a Knowledge-Centered Support (KCS) methodology Which two benefits can be expected from KCS adoption? Choose 2 answersKCS adoption also makes it easier to identify recurring issues or any gray areas that need improvement. Currently, Salesforce is growing its revenue at a rate of 23. Requiring the use of tools like Salesforce CPQ for deal approvals. Route to agents with the least amount of. As the Hyperforce cloud partner for Australia and New Zealand, AWS enables Salesforce to expand quickly and meet local data storage requirements. Salesforce Inbox enhances the email experience and increases productivity and efficiency when it comes to communicating with customers. You probably might have encountered this at one point throughout the years of working in a support organization but did not get the chance to fully capture the idea. It helps to generate more substantial leads. Total 200 questions. The KCS® v6 Adoption & Transformation Guide is the accumulation of over twenty years of adoption experiences by KCS Certified Trainers and the staff of the Consortium for Service Innovation. Learn how to optimize Salesforce Knowledge for your customers. Reduced issue resolution time D. Plan for all types of learning styles so that users get an opportunity to learn in a way that works for them. The same study found a 20-30% increase in employee retention and a 20-40% improvement in employee job satisfaction among customer support employees using the KCS methodology. Reduced issue resolution time" Salesforce Knowledge makes self-service better and reduces customer effort. The KCS Principles course, when delivered as an on-site. Increased call routing accuracy D. Optimized use of resources B. Reduced issue resolution time Salesforce CRT-261 exam is designed for individuals who have experience designing Service Cloud solutions and are preparing to take the Salesforce Service Cloud Consultant Certification exam. Use Flow to Invoke External Service Actions. 3. 10 Tips for KCS Success with Salesforce Identify Your KCS Team and Roles Setup Article Confidence and Governance Structure your content, but don’t go overboard Don’t bury. Development environment: Angular and React are used to develop the frontend of a mobile or web application. The first thing to do is to show the sales team the business and personal benefits of adopting Salesforce. 4 Main Principles of KCS. 2. Organizations that employ knowledge-centered support methodology can resolve five to ten times more customer cases, as well as identify opportunities to. This guide is an invitation to success. Incomplete. Good merchandisers boost sales, average order value, and customer loyalty. B . Reduced issue resolution time. Conducting team or 1-to-1 meetings based on dashboards. While the UX (user experience) and UI (user interface) are. C . Technically quantifiable and qualitative benefits are unfolded by leveraging KCS. Install Knowledge Base Dashboards and Reports AppExchange package. Provide ongoing support and resources to users, including access to training materials, FAQs, and a responsive support team. Determine what you aim to achieve, whether it’s improving sales, customer service, or marketing efforts, and create a list of specific. Increased call deflection C. 2% annually. 1. The more information you have about your target market and your competitors, the better you are able to provide the right services at the right price to the right people. Salesforce (Best operational CRM tool overall) Salesforce, an industry giant, provides a full-fledged operational CRM. 2. To make such gains possible for our clients, we at ScienceSoft follow the 6-step approach to Salesforce implementation, which consists of: Considering different strategies. Which three benefits can be expected from KCS adoption? Choose 3 answers A. A huge number of agents, making training and. Technique 2. Universal Containers is considering a Knowledge-Centred Support (KCS) implementation. • Knowledge is set up in Lightning. The Most Common Adoption Issues in Salesforce. High performing for dependable interactions. 20 – 40% improvement in employee job satisfaction. B . Ask questions, stay updated, and share best practices with other trailblazers. Current Employee. Route to agents staffing the assigned overflow queues. Reporting for Accountability and Success. Faced with these challenges, we need to understand the greatest forces at play – adoption, productivity, and data quality. Which solution would meet the requirements? A) Use Escalation rules to move cases into the correct status; create reports to monitor the SLA adherence. Pro Tip from the Benefits Team: Salesforce provides resources to help you navigate parenthood from pre-birth/adoption through age 12. B . At Salesforce, we are committed to advancing gender equality in the workplace. D. KCS Coaching is too often overlooked or dismissed. . Knowledge-Centered Service® (KCS) is a methodology that provides businesses with a strategy to best solve problems using knowledge. Considerations. Share all the benefits that your pilot team gained from KCS with these new people. Salesforce for Outlook; D. The disadvantages of Salesforce Cloud Commerce are the high cost and the dependence on developers. The Salesforce Certified Consultant has 2–5 years of experience designing and implementing service solutions and has developed the skills outlined below :There are also benefits to the job satisfaction and retention rates of support employees. KCS Benefits and Organizational Measures 3 | Page v1. While they see the benefits of generative AI, they are also concerned about navigating the risks and learning the skills needed to take full advantage of the quickly evolving technology. The successful candidate will have a record of success in improving processes and adoption using the salesforce platform and with the Salesforce Lightning user interface. An effective adoption strategy can minimize downtime and productivity lags. For most organizations, a successful KCS adoption requires a significant transformation. • Lightning Knowledge is enabled. 10 Tactics to Improve Salesforce Adoption. Moreover, it was a time-consuming process and businesses did not get many benefits from it. 87% adoption rate among 13,000 employees; 524 out of ~900 articles created “justin-time” 10% linking/reuse rate configuring Salesforce Knowledge to optimize KCS benefits, and take the certification exam - all in a single, two-day workshop. Build the foundation for your success with help from our Implementation Architects. After initial training, every TSE was required to create one article within two days of the course so we could assess how much had been learned. Next up, determine which process you will follow. The difference mostly depends on the user’s perspective. com is to use, the more people will use it. Universal Containers is considering a Knowledge-Centered Support (KCS) implementation. Determine how your content will be updated and remain relevant to maintain trust scores and reduce escalation rates. Determine how your content will be updated and remain relevant to maintain trust scores and reduce escalation rates. Our work primary focuses on: Knowledge-Centered Service (KCS®), Intelligent Swarming, Predictive Customer Engagement. Appointment of a Salesforce executive sponsor. Increased call routing accuracy D. Picking internal influencers (like top sales reps) and working together with them to show how Salesforce adoption helps drive. Extend Salesforce with Clicks, Not Code. Most people think Salesforce becomes essential when there are more active users, so they focus on driving usage through tangible adoption. 2. KCS principles put knowledge creation activities into the hands of the knowledge worker — the one who knows the answer. Reduced support channels E. A CRM gives organizations the tools to streamline their operations, keep. A knowledge article life cycle that is implemented correctly the first time and does not need to change. CRM adoption is crucial for customer experience. With it, you can: Track leads and prospect. Sabbatical. It’s what we pass along to customers when we walk them through a fix. In fact, researchers at the Pennsylvania School of Medicine indicate that the human retina can transmit data at roughly 10 million bits per second. We rely on the Knowledge-Centered Service, or KCS, methodology to build up our knowledge base. . Create a Strategic Framework. Salesforce user adoption is the act of enabling a user to use SFDC’s full CRM capabilities by creating strategies around onboarding, training, and continued development – all to drive overall digital adoption. 1 @2007 Consortium for Service Innovation Right to use with Attribution Abstract Successful adoption of the Knowledge‐Centered Support (KCS SM) methodology offers profound benefits for any information‐intensive service or support organization. ) that enable all eight KCS practices. KCS allows people to focus on solving new problems. Recognize, reward, and repeat: Recognize and reward your employees’ achievements during the Salesforce adoption process. Some organizations choose to adopt KCS because they need to scale and. The longer-term benefits are in new areas of value creation and therefore require new value-based measures. This guide is an invitation to success. As we reach the end of 2023, nearly every industry is undergoing a collective transformation – discovering entirely new ways of working due to AI advancements. Salesforce Certified Service Cloud Consultants are interested in demonstrating their expertise as cloud computing implem entation consultants; with a specialty in the contact center domain. It enables businesses of all sizes to bridge digital gaps and work from anywhere in a short period. Moreover, technology creates huge…6. Aug 16, 2023. Universal Containers is considering a Knowledge-Centered Support (KCS) implementation. Combine your current process with the KCS best practices. Git-based development – a common gold standard all over the software development world for decades – has finally arrived in the mainstream of Salesforce. In this article, CloudVandana will discuss. 7 Keep Your Data Organized. AppExchange is the Salesforce store. Increased call deflection B. Regular Communication: Regularly communicate the benefits of Salesforce adoption, success stories, and tips to encourage users to embrace the. Implementing a Customer Relationship Management (CRM) system can be a game-changer for businesses, providing a holistic approach to managing customer interactions, streamlining processes, and driving growth. Support the introduction of new measures for the health and value of support, and set C-level expectations for new measures. 3. Extend Salesforce with Clicks, Not Code. The KCS Continuum - The evolution of KCS in a given environment. Options: A. D. Providing apps like S-Docs for automated quote, proposal, and invoice creation. A. - NOT something done in addition to solving problems; rather it becomes the way problems are solved. No supporting materials are allowed. C. The four components of a strategic framework for KCS are: Identifying the business objectives (the what) The approach (the how) The measurements for each approach, and. Maintained by the Consortium for Service Innovation, KCS methodology began in 1992 and updated to KCS v6 in 2016, which is also when the name changed from Knowledge-Centered Support to Knowledge-Centered Service. While the COVID-19 pandemic has accelerated cloud adoption, the reliance on cloud technologies is set to continue in 2022, especially with hybrid work taking center stage. Further information on potential factors that could affect the financial results of salesforce. KCS v6 Aligned Tools complement or enable a KCS Practice. Salesforce Service Cloud and ServiceNow both offer flexible integration options to help you maximize your digital workflows and create seamless user experiences. The qualitative and quantifiable benefits of KCS principles are as follows: Optimize Usage of Resources. Salesforce Offers the SMAC Bundle: For a business to transition into a digital business, SMAC is the basis for its ecosystem. Your CRM serves as a record of conversations, interactions, needs, notes, and contact information — an incredible advantage to winning customer-centric experiences. The required passing score of Service Cloud Consultant exam is 67%. Celebrating the most active Salesforce users. Content fine-tuning is a continuous part of KCS. 3. On-Demand Email-to-Case; Answer: B . Increased call deflection B. This application allows customers to either use the standard features or customize them according to their needs. Initially, KCS adoption requires some investment of time, but the time-saving potential of KCS in the post-adoption stage has a monumental impact in the long run. Long-time users of the Classic version will be able to switch to. See KCS v6 Verified Tools for product suites (CRMs, Knowledge or Content Management Systems, etc. The purpose of QuickStart Solutions is to give businesses a quicker and more affordable option to adopt Salesforce Revenue. The best tech writers partner with project, product, marketing, engineering, and customer support teams to create strategies and content that help customers and internal teams succeed. In this way, Salesforce automation testing assures software efficiency without manual intervention. The platform has a higher annual cost with a 3-5 year contract, and an implementation can easily cost upwards of $250K. The administrator will work closely with leaders and subject matter experts to identify, develop, and deploy new business processes and be responsible for executing the day-to. Get Full Access Now. A knowledge article life cycle that evolves based on usage and demand. Next up, determine which process you will follow. When done right, it integrates development and operations teams and offers numerous benefits, including better collaboration, faster release cycles and. The image below explains how you can keep an eye on each of these with a balanced scorecard. Another element of the leadership model is the reward and recognition program. Coaches become the change agents that help create. Merchandisers Have an Ace up Their Sleeve This Holiday Season: AI Francesca Liu. 70% enhanced time to proficiency. Join us to hear from Greg Oxton, Executive Director for the Consortium for Service Innovation and Apollo. Salesforce Trailhead is a series of online tutorials that coach beginner and intermediate developers who need to learn how to code for the Salesforce platform. Communication and collaboration among the T&P teams was always smooth and simple. Track Leads and Prospect Information. Identify use cases: Refine AI use cases by gathering insights from across your organization. It’s a strategic management performance metric that provides a comprehensive view of your KCS ecosystem’s health. A smooth Salesforce adoption will not happen with the wave of a magic wand − it is only through a series of well-thought-out steps based on best practices that the new system can be embraced throughout the company. 1. Through this workshop you will receive training on KCS, best practices for adoptions, tips on configuring Salesforce Knowledge to optimize KCS benefits, and take the certification exam - all in a single, two. SFA can be part of a CRM system or a function of. They have a wide range of responsibilities including platform maintenance, bug fixes, user training, process automation, etc. 3: Searching is Creating. Which three benefits can be expected from KCS adoption? Choose 3 answersA . As part of Salesforce’s comprehensive process of continuous improvement, the partner program went through a deep review in 2019 and was re-launched in 2020. Reduced issue resolution timeD . A. Present the KCS methodology in the context of the business challenges it solves; Be demand driven when seeding knowledge; In an HR context, focus on. The campaign included posters, games, and team-building activities. With KCS, you can make it easier for your customers to find the information they need. Note:KCS®️ is a ser. Thoughts on taxonomy,. This keeps the resolution time to a minimum. Key Benefits. KCS v6 Adoption & Transformation Guide. Further, the applicant will receive license to use the KCS service mark and be able to use the KCS. Knowledge-Centered Support (KCS) is a solution that focuses primarily on knowledge as a critical asset of the organization to help service pros mitigate today’s digital challenges. No supporting materials are allowed. Coaching is a critical aspect of a successful KCS program and a coach development program is an essential component of Adopting in Waves. Commerce. Event Relay Considerations. This makes them feel that the whole process is pointless and draining, thus, impacting their productivity. 1 @2007 Consortium for Service Innovation Right to use with Attribution Abstract Successful adoption of the Knowledge‐Centered Support (KCS SM) methodology offers profound benefits for any information‐intensive service or support organization. Salesforce user adoption is the act of enabling a user to use SFDC’s full CRM capabilities by creating strategies around onboarding, training, and continued development – all to drive overall digital adoption. Shift4Shop. Plus, you’ll get the search analytics you need to take your KCS. Which three benefits can be expected from KCS adoption? Choose 3 answers. Simplified collaboration. The coach should guide agents in improving the KCS practices, processes, and tools to enhance the organization’s knowledge management capabilities. -A knowledge article life cycle that is implemented correctly the first time and does not need to change. D. Reduced support channels E. DAPs can help with compliance through structured information collection, process transparency, and self-generating audit. Create a shared vocabulary. Reduced support channels E. The solutions and products that Salesforce offers. Engage C-level executives in Strategic Framework. How to Adopt Salesforce Lightning Quickly and Efficiently. The better the adoption process, the more quickly organizations can see returns from the Lightning. Easy Incident Management. Facilitated by Jennifer Crippen from DB Kay & Associates and featuring Ryan Mathews from NetApp, Jacob. Differences Between Manual and Automation Testing. The Salesforce State of Sales reports found that connecting with customers requires a. There are four main reasons for it. The KCS® methodology is a registered service mark of the Consortium for Service Innovation. There was an opportunity to reframe the Adoption Guide as a tool to set expectations around the ongoing, non-linear transformation that is a KCS implementation. 1. The Coach must have a profound knowledge of the KCS principles and processes as well as strong communication and influence skills. It’s how agents respond to problems and learn about the systems they administer. Paid holidays. . 3. That’s exactly what Tammy Rahn, content architect at Salesforce, did for the. Salesforce, Inc. The ‘project plan’ for the adoption. KCS methodology was developed by the nonprofit Consortium for Service Innovation, and it strives to. KCS challenges traditional practices in how we think about organizational structure, process and measurements. The KCS Continuum - The evolution of KCS in a given environment. Optimized use of resources B. Here’s how: 1. Data insights add the most value when you can act on the insights within the flow of your work. 6- My Team Performance Dashboard.