Market Responsive vs. Demand Driven Customer-Centric Business Engagement Celina Shands Gradijan- President/CEO, Full Capacity Marketing, Inc. Meet the Team Celina Shands Gradijan President/CEO Full Capacity Marketing, Inc./Business U Leslie Schneider Business U – Director, Workforce Division Margo Turner Business U – Director, Education Division Dr. Christine Bosworth The Rocher Group Education Partner Agenda California Qualitative Analysis Results Customer-Centric Framework Market Responsive Model Kinexus Business U What is “demand driven”? Qualitative Study: California Business Services In-depth Phone Interviews Study Elements Operational Structure High chance of duplication among communication and outreach when engaging new prospective business customers, or managing existing ones. Operational Structure How many of your business services teams have developed a process map? Operational Structure No definitions of associated roles and responsibilities, and various customer touch points within the continuum of a customer’s experience Performance Metrics Focus on process metrics Lack of focus on market position Brand Awareness / Market Perception Distrust with government entities & image challenges “Best kept secret in town” Employers don't see them as being competent Staff doesn't have the private industry mentality Use of Technology 81% use common technology tool like Access/Excel/Job Posting systems Systems not designed for CRM On Boarding Market Demands Broadbased Solutions Sales & Communications Conclusions Organizational systems are not defined in a current or future state Lack of brand strategy Consultative selling is misunderstood Not a data driven system No accountability metrics/direction Reengineering Workforce Business Services Market Responsive vs “Demand Driven” LMI & Market Data Outreach & Data Collection Consultative Sales Protocols Build Solutions & Packaging Process Map/Lean Market Responsive Business Services The Landscape: SW Michigan Region Community Background: Diverse rural and urban area Population: 278,000 Unemployment Rate Average: 10% (estimate since 2005) Key Industries: Mfg, Tourism, Health Care, Agriculture World Headquarters of Whirlpool Community Challenges: At the Heart of the Region: Benton Harbor (population 10,000), one of the poorest cities in the state of Michigan. Extreme example of many economic trends; population decline, poverty, racial strife, bankruptcy, and income inequality; economic stagnation (jobless recovery) From Michigan Works to Kinexus ProgramBased Brand WIA Focused Parent Company Broader Mission Kinexus Overview Kinexus – Overview Current Business Development Team Director of Business Development Division Business Development Manager Business Development Specialist, Van Buren County Business Development Specialist, Berrien County Business Development Specialist, Cass County SBDC Senior Business Consultant Business Development Specialist, Industry-specific SBDC Business Consultant Business and Talent Resource Analyst (Carpe Data) Director of Strategic Partnerships MMTC Business Development Specialist Types of Data: Using CRM Effectively Market Data: The What…. Customer Profiles Via Tracking Tool o Detailed information to drive customer service o Sector/Company Size o Needs Assessment results o Market Position data o Reports and dashboards Customer Relationships Via Scorecard o Engagement Levels o Types of Services Provided o Outreach functionalities Calendar accessibility f or reminders Tasks – networking, calls, event Data Collection Systems Business Division Tracking Tool & Scorecard Process Mapping & Operations Account Management Structures for Assignments o Geography o Industry o Personal Characteristics Internal Team Communication o “Avoid tripping on each other” & duplication o Single point of contact o Universal ownership / Buy-in Consultative Selling Broad-based Needs Assessment What keeps them up at night? Current state questions Future state questions No assumptions about potential solutions Strategic Collaboration Solutions & Packaging Data allows for evaluating real-time market needs Data drives product and service offerings & partnership needs Partners need integration into the data collection systems & consultative selling protocols and outreach processes Packaging & Value Propositions Current Solutions: Broader than WIA/Workforce based on market needs. Brand Management • Website • eMarketing • B2B social media •Third party credibility • Sector events Reengineering Workforce Business Services Market Responsive vs “Demand Driven” LMI & Market Data Outreach & Data Collection Consultative Sales Protocols Build Solutions & Packaging Process Map/Lean Business U Our Mission: Business U is a national training company that builds the capacity of workforce, education, and economic development organizations by shifting their cultures to effectively engage the business community with their important missions. Market Responsive Process Evaluation Market Responsive Process Boot Camp Module 1: Objectives • • • • • How to obtain the right data sets to determine the needs of their business community (beyond LMI). The components of building a comprehensive needs assessment to identify the key challenges of an employer or business. Key indicators of success in business services. How to determine the right communication mediums to attract and retain employers/businesses. Examples of successful data collection systems using case studies of market responsive customer-centric business services models. Market Responsive Process Boot Camp Module 2: Objectives • • • How to package their service portfolio in a manner that appeals to employers/businesses. The formula of a communications platform in developing good messages for employers/businesses. The successful ingredients in case studies of market responsive customer-centric business services models that have expanded their service offerings to better attract and serve employers/businesses. Market Responsive Process Boot Camp Module 3: Objectives • • • • • Where to look for information that leads to new prospects. What strategies are best for building B2B (business-tobusiness) awareness. How to apply the Needs Assessment from Module 1 to obtain meetings with initial prospects and use effectively to build trust and relationships. Why solutions selling is more effective than “show and tell” and how to deploy effectively. Methods for engaging the prospect and building longterm relationships. Market Responsive Process Boot Camp Module 4: Objectives • • The best strategies for improving reach and market position through technology and social media. The successful ingredients in case studies of business services models that have expanded reach and built a strong market position and brand. Market Responsive Process Boot Camp Intensive “Leaning Out” Business Services • • • Process to “lean out” operational structures using Six Sigma protocols. Map current state processes and then fine-tune them to avoid duplication and redundancy. The end result creates a seamless service delivery system for the employer/business customer. Expanding your “Sales Team” Business Services Partners CRM & Data Collection System Monitor Market Position & Business Engagement Resources Download Presentation at: http://bit.ly/1ifKcOU Go to: www.business-u.net A Qualitative Study: California Workforce Business Services White Paper: Reengineering Business Services Financial Consultation: do you qualify for training funds to offset costs? Contact Information Celina Shands Gradijan – President/CEO Business U Subsidiary of: Full Capacity Marketing, Inc. 3525 Del Mar Heights Rd. #296 San Diego, CA 92130 (858) 793-6694 – phone Celina@FullCapacityMarketing.com Twitter: @CelinaAtFCM Web: www.fullcapacitymarketing.com Financial Consultation: Do you qualify for training funds to offset costs? Dr. Christine Bosworth (323) 556-9200 Christine@RocherGroup.com. Follow Full Capacity Marketing, Inc. Questions or Comments? Contact Us!