Events
Discovery Meeting with Charlie
• Understand:
- what has been done
- what is in the works
- tech. limitations
- how we work with DS
- set up meetings with DSPhase 1 Assesment - Next Steps Meeting
• Continue with current method?
- new accounts
- new approaches
- what worked, what did not
• Try an different method?
- new discoveryPeriods
Meetings with Account Managers
• Understand:
- accounts with most potential/leverage
- goals, budgets and KPIs
- client requirements and limitations
- current optimization efforts results
- main pain-points and opportunitiesSettle on an Initial Optimization Solution
• If Technology:
- begin development work
- begin creating a basic optimization/bid/multiplier model
• If Manual:
- data gathering for analysis
- performance analytics
- bid guidance/recommendation
- execution
- learningsEvaluation/Refinement of the initial approach
• Performance Analysis
• Margin Analysis
• LOE/Sustainability Analysis
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