Project Based Services
Get help with organizational change management, data governance, training, technical services and more!
Get help with organizational change management, data governance, training, technical services and more!
Training |
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We provide a wide range of training services to help you create a strong foundation for success with Heap. Our training enables admins and business users to learn about what Heap is, what data it’s collecting, and how to start pulling your own reports. Mix and match formats to propel your team with Heap. |
Administrator Training Hands-on instruction Define & verify events Naming taxonomy Event categorization Data governance
Permissions & access control One Hour |
End User Training Classroom-style instruction Heap overview Define events Build basic queries Create reports and dashboards One Hour |
Live Coaching Workshop Live “over-the-shoulder” session Coaching on how to track and measure business outcomes Create reports & dashboards Best practices One Hour |
Migrations |
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Are you facing any challenges in migrating data from another analytics tool and/or internal databases into Heap? Look no further. Our tech experts can help you migrate custom data sources into Heap to achieve historical data continuity and support pursuit of Heap Value Drivers. |
Scope Migrate data from another analytics tool and/or internal databases to Heap Support for event mapping, data ingestion and validation, and report creation |
Benefits Makes it possible to seamlessly adopt a more modern approach to Product Analytics, while bringing over data, reports, and dashboards that the organization is used to seeing. Facilitates change management Removes the need for overlapping service contracts with the incumbent vendor |
Implementation Review |
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The Implementation Review package is designed to help Heap customers who have a need to review their existing implementation due to various reasons such as (but not limited to): -Recent product changes -Updated analytics goals which could imply additional data enrichment needs -Known or suspected data quality issues -New customer contact responsible for Heap and unfamiliar with existing implementation |
Scope Provide technical audit of existing implementation Identify gaps and areas of improvement Custom implementation recommendations per new business requirements QA & validation of completed implementation |
Benefits Improve Data trust by removing old and unused events Enable end users to trust existing event definitions are accurate Easily find verified events Defined process for administration |
Custom Scope |
Data Governance |
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A well maintained dataset is critical to data trust, analytical efficiency, and user adoption. Dataset maintenance is the practice of adhering to a well-founded data governance strategy. Our Heap experts can help you establish a consolidated data governance approach to ensure clean & trusted dataset in your Heap account. |
Scope Initial consultation on overall approach Perform governance audit and define maintenance processes Deliverable of runbook containing best practices for organizing and naming events, permissioning strategy, and more |
Benefits Institutes best practices to ensure the organization has a clean and trusted dataset as a foundation for growth Ensures documentation of the Heap instance to help with potential key person attrition, new employee ramp, and administration. Enables an organization to generate insights they can trust |
Custom Scope |
Mobile Implementation |
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Mobile implementation services for iOS, Android, React Native platforms |
Scope Support installation of Heap on mobile frameworks Confirm autocaptured data matches expectations Services team builds events and delivers an omni-channel reporting dashboard
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Benefits Enable automatic event tracking across all available frameworks to ensure consistent user tracking Create a complete omnichannel view of user behavior in Heap Learn implementation, event definition, and reporting best practices from Heap experts |
Custom Scope for other frameworks |
Insights (Reporting & Analysis) |
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Highly recommended for customers who lack in-house resources or expertise to build reports in Heap. Our expert analysts will help build baseline reporting & dashboards so you can focus on key insights and move fast to make relevant product changes. |
Sample Use Cases Customer Acquisition Customer Retention Account Expansion Feature Adoption Account Health Analysis |
Scope Deep-dive into your product and use case Provide event enrichment recommendations and validation Create reports and dashboards to generate key insights |
Benefits Improve time to value Quickly receive insights and analysis |
Custom Scope |
Data Driven Bootcamp |
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Change management coaching that is rich in templates and best practices to help with the faster adoption and enablement of Heap at your organization. |
Scope Perform needs assessment so that content can be tailored to your organization Provide 7 (or more) workshops geared at either product leaders or product practitioners Deliverable of templates and best practices for the team to utilize once the program is complete |
Benefits Improves the data maturity of your product team Drives the organizational change required to truly utilize an analytics tool Aligns product teams on how they can and should use data within their key workflows |
Custom Scope |
Account Maintenance |
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Data Governance review and account clean up with Heap hands-on support. |
Scope Establishing a scalable governance strategy Assessment of the current Heap account to provide best practice recommendations and a step by step guide on account clean up Hands on support from a Heap expert during clean up process Benefits Institute best practices to promote a clean and trusted dataset as a foundation for growth Provides a cleaner account to make it easier for Heap users to find the data they want Enables an organization to generate insights they can trust |
Privacy Review |
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Document, configure and test privacy setup for Session Replay and/or autocapture |
Scope Fix any current Session Replay and/or autocapture privacy misconfigurations Privacy review worksheet to document and implement your account’s specific privacy configurations Dedicated technical resource to share knowledge and best practices around privacy configuration Benefits
Peace of mind that your Heap data and Session Replays will not contain sensitive information Enable self-service for Session Replay and autocapture privacy configuration through workshops and documentation |