Organization discovery

* Review and analyze marketing business plan (when needed)
* Interview employees to understand perceived risks, challenges, and opportunities
* Analyze existing social media presence and activity
* Understand how business functions and operates internally and externally

Audit and analyze existing data and analytics

* Look at what analytics tools are currently being used and analyze what we need and want to collect.
* Examine business intelligence data and customer information

Define financial (ROI) and non-financial (impact) business objectives and metrics

* Define objectives that are going to impact the bottom line and what metrics are going to be used to determine success
* Define objectives that are not going to impact the bottom line (but that will impact the business) and what metrics are going to be used to determine success.

Creativity

Identify business and technology barriers and opportunities

* Identify business and technology barriers that keep the company from moving forward with social business strategy implementation
* Identify social business opportunities from a corporate business and technology standpoint

Develop business and technology solutions

* Develop business and technology solutions to capture opportunities and overcome barriers

Map and integrate solutions into business functions

* Integrate various social business strategies into various business functions and departments such as marketing, PR, and customer service
* Develop customized approach and process for each department that enables them to work together

Results

Monitor process and analyze new data

* Examine implementation process to make sure everything is going smoothly on business and technology side
* Look at new data collected from internal business units and external facing initiatives and conversations

Calculate ROI and impact

* Compare new data to old data collected at beginning of process
* No time line attached to process so we look at ROI and impact on a quarterly basis but you should start seeing things move in the right direction

Insight delivery

* Comprehensive report analyzing and reviewing all work done up to this point
* Explores future ideas and strategies and provides guidance and recommendations

Adapt and revise

* Adapt work that has been done and try to improve
* Integrate new tools, strategies, ideas, and software solutions