TrendMiner Pilot Overview

Phase 1: Prepare

Goal

The preparation phase aims at starting off the pilot under the best possible circumstances. It comprises:

● Installation and configuration of the software by customer

● Identification of pilot goals

● Identification and preparation of key users

● Project kick-off

Installation and configuration of the software

At the start of the pilot project, the complete installation manual will be sent to the customer responsible for installation. The necessary files can be downloaded from the TrendMiner download pages, for which the credentials will be provided. Technical support during the installation is available upon request via your Customer Success Manager or directly via support@trendminer.com or our support portal (https://support.trendminer.com).

Once the installation is complete, it will be validated via a remote meeting with one of our engineers to ensure everything is set up correctly and good performance can be expected during the subsequent pilot phases.

Identification of pilot goals

A TrendMiner pilot aims at exploring the added value of analytics through the use of TrendMiner and proving the value of the software by solving concrete use cases. To enable close follow-up of the project results, the Customer Success Manager will discuss the specific pilot goals with the project sponsor and/or project manager at the start of the project. These goals will be communicated to the key players during the kick-off meeting and used as a handle during intermediate evaluation meetings.

The discussion on the pilot goals can be based on the following example.

Pilot goals, defined at project start (example)

• At least 2 people get significant value from TrendMiner
• A significant number of users uses TrendMiner on at least a weekly basis
• TrendMiner showed to be a mature analytics partner

Typically, the value part will center around the most important topics for the company. Good understanding of these topics helps the Customer Success Manager support the key users in addressing good use cases.

Identification and preparation of key users

The key users will play a central role during the pilot. TrendMiner will work with them intensively during the hands-on sessions to get them to know the basics of the software and create first value. Furthermore, TrendMiner will stay in close contact with these users to expand their TrendMiner knowledge and skills, and to measure the progress of the pilot. To maximize the chances on a successful onboarding, key users should adhere to and be selected based on the following profile. The number of key users should be limited to 3 to ensure maximum efficiency during the hands-on sessions (i.e. absolute focus on first value).

Key user profile

Job description

• Involved in problem-solving or improvement projects
• Working with time series data on regular basis (preferably daily)
• Solid process knowledge

Understanding the company’s challenges

Analytics aware

Personality

• Willingness to improve
• Willingness to share

Key users will attend the kick-off meeting and receive a starter kit containing an introduction to the software and inspiration for use cases via e-mail prior to the hands-on sessions. Based on the input during the kick-off and preparation, our analytics engineers will be able to tailor the sessions to the needs and interests of the key users.

Key users need to be given user accounts and the necessary permissions prior to the hands-on sessions.

Project kick-off

Finally, a remote kick-off meeting will be organized to align all key players in the project. The kick-off meeting aims at:

• Getting a view of the project team from both sides
• Getting agreement on defined pilot goals
• Presenting the typical onboarding and training approach
• Making arrangements around reporting and communication