Emplify Insights

Providing actionable insights for business leaders by making large data set simple to understand.

01 Problem & Goal ————
03 Solution ————
04 User Feedback 🌟 ————
05 Reflection & Future Plans ————

Problem & Goal

The Challenge

Emplify is a B2B SaaS platform that helps executives and managers improve employee engagement by providing actionable insights.

Emplify’s unique value lies in its human coaching, but as the company scales upmarket, relying on human coaches for every customer is no longer feasible. The product must evolve to deliver actionable insights without diminishing its value.

Problem Space

The existing “Action Playbook,” a PDF and worksheet used by coaches, resonates with users but is cumbersome and manual.
Executives must distribute playbooks to managers, with no easy way to track or act on the insights provided.
The product excels at measuring engagement and facilitating inquiry but lacks tools for implementing solutions.

Personas

Executives: Need visibility into organizational progress and tools to track outcomes.
Managers: Require actionable insights tailored to their team’s data to implement improvements.

Research

1. User Interviews

Conducted interviews with over a dozen managers and several executives to refine personas and uncover pain points.
Key insights: Managers value actionable, targeted suggestions, while executives need visibility into organizational actions and progress.

2. Story Mapping

Created story maps to analyze the current process, identify inefficiencies, and design a streamlined workflow for the future.

3. Co-Design Workshops

Facilitated sessions with internal teams and external users to brainstorm solutions.
Collaborated with product leadership and engineering to prioritize the most impactful and testable features.

Passkeys are a phishing-resistant, drop-in replacement for passwords. They rely on biometric verifications like FaceID or TouchID and can be used across different devices, platforms, and ecosystems.

Using a passkey is a bit like using a password manager, since a user’s credentials are stored in the cloud and easily accessible from any connected device, just like other cloud-synced features like a user’s photos, contacts, emails, and documents.

“How can we take the best elements of the Action Playbook and integrate them into the Emplify portal to deliver actionable, data-driven insights?”

Solution

We designed and built an integrated Action Dashboard in two phases:

Data-driven Actions

Managers can now select from a range of recommended actions based on insights gained from their data. Updated features include:

Simplified workflow: Managers are guided through a process that uses the “Influence” and “Struggles” algorithms to identify key areas for improvement.
Actionable suggestions: Managers receive specific, pre-generated actions tailored to their focus areas.

Oversight and Progress Tracking

Using the new Action Dashboard managers can track the impact of their actions to help plan future improvements.

Managers can track their progress on assigned actions.
Executives have visibility into all actions across the organization, allowing them to monitor implementation and identify areas needing additional support.

User Feedback

“A customer just signed up for another year, and said a big reason was the action planning feature!” ~ Michael V, Emplify Customer Success

“Responsible action is so critical to the success of our leaders. I can finally see who is doing what without sending a million emails or making a dozen phone calls”~ Julia B, Executive

Reflection and Future Plans

The initial rollout of the Action Dashboard and Insights experience was a significant improvement for Emplify, but we have even bigger plans for the future.

Some of the plans on the roadmap include:

Employee feedback mechanism: Enable employees to provide direct, real-time feedback to managers for even greater insight into the success of their actions.
Enhanced executive oversight tools: We'll continue to improve the tools available to executives so they can more easily and effectively track their managers and their actions.

By transforming the static Action Playbook into an integrated feature, Emplify empowers managers to act on data and gives executives the visibility they need to drive organizational change at scale.

The initial rollout of the Action Dashboard and Insights experience was a significant improvement for Emplify, but we have even bigger plans for the future.

Some of the plans on the roadmap include:

Employee feedback mechanism: Enable employees to provide direct, real-time feedback to managers for even greater insight into the success of their actions.
Enhanced executive oversight tools: We'll continue to improve the tools available to executives so they can more easily and effectively track their managers and their actions.

By transforming the static Action Playbook into an integrated feature, Emplify empowers managers to act on data and gives executives the visibility they need to drive organizational change at scale.

The initial rollout of the Action Dashboard and Insights experience was a significant improvement for Emplify, but we have even bigger plans for the future.

Some of the plans on the roadmap include:

Employee feedback mechanism: Enable employees to provide direct, real-time feedback to managers for even greater insight into the success of their actions.
Enhanced executive oversight tools: We'll continue to improve the tools available to executives so they can more easily and effectively track their managers and their actions.

By transforming the static Action Playbook into an integrated feature, Emplify empowers managers to act on data and gives executives the visibility they need to drive organizational change at scale.

The initial rollout of the Action Dashboard and Insights experience was a significant improvement for Emplify, but we have even bigger plans for the future.

Some of the plans on the roadmap include:

Employee feedback mechanism: Enable employees to provide direct, real-time feedback to managers for even greater insight into the success of their actions.
Enhanced executive oversight tools: We'll continue to improve the tools available to executives so they can more easily and effectively track their managers and their actions.

By transforming the static Action Playbook into an integrated feature, Emplify empowers managers to act on data and gives executives the visibility they need to drive organizational change at scale.