Q&A - An analyst talks ‘Sancho admin’
Across every industry, companies big and small need to improve data management and accessibility. In case you haven't heard, Sancho Analytics makes it easier for your top and middle management to find and understand the information they need to do their job. Who is curating that information for them? A Sancho Admin. But what exactly is a Sancho Admin? An analyst that uses Sancho explains.
Q. First off, tell me a little about what you do
A. I'm a Business Analyst at a telecom company.
Q. How long has your team been using Sancho?
A. We've been using Sancho for about a month and a half.
Q. Has Sancho been helpful?
A. Absolutely, so before we were using Sancho the other analyst on the team and myself would send our managers an Excel spreadsheet each morning that has network performance metrics and a couple charts that show trends. In a separate email we'd send a short list of things we think they needed to see, like places that have recurring network outages. I don't think they ever even looked at our spreadsheets because they'd always DM us asking for a certain metric or a chart or something. Now with Sancho they can pull it up themselves and it's been easier for both us and them. It's a platform that we use for all our data wants and needs. We also don't have to make a million different models and charts anymore because Sancho does it for us. It's been saving a lot of time and headache.
Q. How long have you been a Sancho Administrator?
A. I've been a workgroup administrator for a few weeks now.
Q. What does a Sancho Administrator do?
A. A Sancho administrator is the king of their workgroup. They have access to the Sancho website and that's where they can create a workgroup, upload the raw data through Excel or Google Sheets, customize the workgroup, and manage the workgroup. You essentially own your workgroup.
Q. What do you mean by customize and manage it?
A. So as a workgroup member you only get access to the Sancho App which is on your phone. That's where everyone asks Sancho what they want and they get the data in a user friendly format for all their workgroups. As an Admin you log into your Sancho account on the website and upload new data, edit the name of your workgroup, edit your workgroup messages, categorize your data, put it into bundles, update quick questions, add or remove members, and send insights or notifications.
Q. Is the Sancho Administrator role just for analysts?
A. No, not at all. Pretty much anyone on a team could be a Sancho admin because it benefits everybody. However, since analysts are the ones creating the data and putting the spreadsheets together I think they're most suited to be admin because they understand the data the best.
Q. What would you suggest someone do to be an effective Sancho Administrator?
A. I'd say the biggest way is to show some core competence in your data, or understand your data like I just mentioned. You should have a solid understanding of the data that you upload into your workgroup. What do the numbers mean? What do the numbers show? Think of this as the absolute minimum as far as workgroup admin skills go, then build on it, rather than thinking of it as a rudimentary file upload. Once you feel comfortable only then can you confidently categorize your data in the dashboard and choose the data type, time levels, and the statistics that your team member will see.
Q. Any other tips?
A. Make sure to communicate through Sancho. This is an absolutely key and crucial skill for admins. Don’t just be good at it -- be great at it. That’s where your bar should be set. Whether you’re sharing an insight or sending out a notification on Sancho, be informative, be helpful, and be educative. Send out the types of insights and notifications that people need to open immediately because they’re so curious. This is a great way to impress your boss!