We provide outcomes tailored to your business needs. We’ll define the specific scope of work to cover topics such as training, migration or reporting, dashboard build and more.
If you have any questions or are interested, contact us at ps-leads@heapanalytics.com
Mix & match core training offerings
Bring in data from other analytics tools (eg. GA, Adobe) & internal databases
Mobile implementation services
Best practices in Data Governance to ensure clean & trusted dataset
Technical audit of existing implementation to ensure best practices
Data Governance review and account clean up with Heap hands on support
Document, configure and test privacy setup for Session Replay and/or autocapture
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
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
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
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 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
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
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
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
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
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