HockeyStack Implementation Scope: Reporting Product
HockeyStack's main differentiation is our ability to get you to value quickly. Here's how we do it:
Getting Started is Fast and Fully Self-Serve You can get up and running with dashboards and reports to answer almost all of your business questions in under an hour by connecting your integrations, adding the JavaScript snippet, and defining your funnel stages and goals—all through a fully self-serve onboarding process.
Instant Time to Value Once systems are connected, attribution reports and four out-of-the-box dashboards (outlined in the scope doc) are generated instantly. This means you can start answering key business questions as quickly as 24 hours—a major differentiator in getting to value fast.
From Insights to Action in Weeks After the initial setup, you can create custom reports and dashboards using our guides and support from our CS team. Our goal is to help you do an internal launch and share actionable insights with stakeholders by week 2–3.
The HockeyStack implementation process has two parts to it:
Fully self-serve product onboarding (get your initial dashboards in under an hour)
Assisted guidance and support from HockeyStack team
The implementation process is geared towards:
Getting your data into HockeyStack accurately
Setting up starter dashboards showing channel, campaign, and asset-based attribution
Providing resources for you to branch off and build more specific dashboards
Please find our week by week breakdown of implementation process below.
Week 1
HockeyStack Tasks
Your Account Executive (AE) will introduce you to your HockeyStack Customer Success Manager (CSM).
The CSM will coordinate and schedule a kickoff call with you to kick start our partnership.
Customer Tasks
Please get ready to share the info below during your kick off call with the HockeyStack team.
How do you track your events or offline touchpoints (if you use HubSpot as CRM)?
Do you have historical website activity recorded in a data warehouse (in lieu of Hubspot), with email addresses attached to the people who have done the activity?
Do you want Outbound to get attribution? (if you use Salesforce as CRM)
If yes, which "Task” subjects, types, or other filtering on this object represents outbound activity?
Please complete the product onboarding in the platform.
We have a fully self-serve product onboarding process where you connect your integrations, add the javascript snippet, and define your funnel stage and goals. The step-by-step guide will take you through the process to set-up and get your instance ready.
Once you complete this step, Attribution page and four out-of-the-box dashboards (Business Overview, Channel and Campaign, Asset Types + Assets and other useful reports repository) are ready (screenshots below), so time to value is very quick with HockeyStack.
Please note that if you just have Salesforce or Hubspot integration without property relation mapping enabled, your data should be synced immediately. If you have ad-platforms and other integrations, it might take up to 48-72 hours to get your data synced up in the system.
The Attribution page and Out-of-the-box dashboards should suffice for almost all the business questions you are trying to answer and for internal launch.
Review goal numbers, and reach out to our support team (support@hockeystack.com) to match them closely to your CRM numbers.
Review your Attribution page and out-of-the-box dashboards and deliver a dashboard optimization document to your CSM.
Week 2
HockeyStack Tasks
Deliver guidance and support needed to get all questions / revisions / feedback resolved.
Customer Tasks
Use guidance from HockeyStack to extend dashboards, leading up to your Internal Launch.
Week 3
HockeyStack Tasks
Guidance with materials needed to prepare for Internal Launch.
Customer Tasks
Serve initial insights from HockeyStack and guidance on using the platform to your internal stakeholders, in an event we like to call "Internal Launch”.
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