Customized, Data-Driven Program Design: Motivation Excellence creates tailored B2B loyalty and incentive programs using performance management, a strategic process that sets clear goals and structures through data-driven technology and analytics.
Real-Time Tracking and Insights: Performance tracking involves ongoing analysis of participant data, providing clients with actionable intelligence through dashboards, progress gauges, and custom reports that help optimize program effectiveness.
Dual-Focused Solutions: Platforms are designed to engage participants with intuitive goal-tracking tools and to equip management/sales teams with in-depth, customizable analytics for strategic decision-making and performance improvement.
How They Can Help Your Company
Loyalty and incentive programs can be truly transformational. When designed and executed well, they provide great ROI for your company and stronger relationships with the people who mean the most to the success of your business. In addition, our clients gain valuable business intelligence through our performance management and tracking offerings. Sometimes, we provide information they didn’t even know they were missing!
If you’re wondering exactly what performance management and performance tracking are, you’re in the right place. First off, at Motivation Excellence, we build everything for an incentive program from scratch based on our clients’ needs. We don’t have an “off-the-shelf” solution because each client comes with a unique set of goals and challenges.
We have an incredible team of experts who live and love data and performance analytics! Our Client Performance Manager, Shannon O’Shaughnessy, sat down for a Q&A on this topic. She explains it so well I decided to just let her take it from here!
Q&A on Performance Improvement Solutions with Shannon O’Shaughnessy
What is performance management?
Performance management is a strategic process of designing, executing, and continually optimizing B2B loyalty and incentive programs through data-driven technology, performance tracking, and analytics. We collaborate with our clients to create solutions tailored to their specific objectives, combining custom rule structures and platform development to support initiatives such as sales incentives, claims management, loyalty rewards, and vendor spiff management.
What is performance tracking?
Performance tracking is an ongoing process of calculating, reporting, and analyzing participant data to monitor performance, participation, and progress toward program objectives. We specialize in transforming clients’ raw data into actionable intelligence, delivering insights through personalized dashboards, progress gauges, and comprehensive reporting.
Why are they important to the success of a program?
Performance management designs a program with clear goals and metrics, ensuring it stays on track and motivates participants to achieve desired outcomes; while performance tracking provides real-time insights to evaluate progress, keeping the program adaptable and aligned with objectives.
Can you do one without the other?
Performance management establishes the framework and structure of a program by defining goals and expectations, while performance tracking provides the visibility needed to measure progress and effectiveness. At Motivation Excellence, we bring both elements together—creating well-structured programs supported by accurate tracking and insights to drive meaningful results.
Our programs vary in how in-depth our services are based on our clients’ needs and what they’re able to share. We are always willing to be an advisory source even if we don’t have full access to data.
How does your team work with our clients to build out the best platform for their needs?
We pride ourselves on understanding our clients’ unique needs. Our approach goes beyond just gathering information — we focus on hearing the unspoken needs and understanding the bigger picture. Rather than just building a platform, we design tailored solutions that align with our clients’ goals. By leveraging our expertise and technology, we create streamlined, effective solutions that deliver measurable results.
There are two big focus points for performance websites: Participants and Management/Sales. What is done for each group?
- Participants
- For participants, we provide an intuitive website where they can easily locate program information, track their progress toward key milestones, and stay engaged as they progress toward their targets. Participant dashboards display important metrics such as points earned, goal progress, and upcoming rewards. Visual tools like progress gauges and leaderboards provide a clear, motivating view of their activity as shown in the example below.
- Management/Sales
- For clients’ management and sales teams, we provide comprehensive, customizable reporting that allows for high-level aggregate overviews as well as granular analysis. With the ability to create configurable report views, apply filters, and segment data, teams can gain deeper insights into performance metrics like SKU-level activity, geographical trends, and year-over-year comparisons. The image below is an example of a management dashboard that can break data down via a variety of filters.
Your final thoughts?
Performance management and tracking aren’t one-size-fits-all solutions; flexibility and scalability are key. Whether it’s simplifying processes, providing advanced analytics, or building seamless integrations, we focus on being agile and responsive; offering solutions that can grow with needs and deliver both immediate impact and long-term success for our clients.
Thank you, Shannon, for sharing your insight on this valuable solution we offer! If anyone has additional questions, or is ready to talk about what we can do for you, please connect with us today! Consultations are free and encouraged.
