Using CES Results

This topic reviews how the results from your CES data can be used to assist executives in analyzing engagement in new ways, including by rates of change, by segment, and others. This section also discusses ways to improve CES for the Association on a whole and for individual segments.

The following sub-topics describe ways in which the data gathered when a CES plan is run can be used.

Viewing CES Scores on Persons Record

After the CES plan has been run, the Persons records for your members include the CES score in the top pane along with the name, picture, and other important identifiers, as shown in the example below.


Using the CES Dashboard

In Aptify 5.5.2, the default CES dashboard has buttons that allow you to create new records for CES plans, KPI metrics, KPIs, and KPI formulas. The default dashboard also has two views enabled, CES Stars and CES By Member Type, as shown in the example below.

CES Default Dashboard Example

A system administrator can edit the content of the CES dashboard, and any user can copy the default dashboard to make a personalized CES dashboard. 

Segmentation Analysis of CES Values

CES values can be effectively analyzed using segmentation. It is very important to have segmentation that is relevant to your organization. Segmentation can be done by analyzing the organization's data internally or by a specialist consultant. There are data mining tools which allow you to find patterns and help define segmentation. Views should be created to analyze the segment wise CES data. Following are a few segmentation examples which may be applicable to your organization:

Segment of One

The following views are related to segment of one analysis:

It is very valuable to evaluate the CES value of individual members to determine whether your perception of a member's engagement and CES value is in line. This can be done by looking at profiles of your star members or randomly looking at profiles of other members. If you find profiles that don't appear to be aligned, analyze other profiles and determine whether a change in KPIs or KPI weights is required.

Geographic Segments

The following view is related to geographic segment analysis:

Segmentation can be done on the basis of geographic region to analyze CES value patterns.

Age Segments

The following view is related to age segment analysis:

Demographic factors including age can be relevant to your organization and may also prove to be beneficial in analyzing CES values.

Member Type and Class Segments

The following view is related to age segment analysis:

Member Type and Class is another important natural segmentation factor that exists in an organization. Analyzing the average CES values of various member types can help you analyze the effectiveness of the member types.

Unknown Segments

Lastly it is important to discover any unknown factors which may be relevant segmentation factors for your particular organization. This can be done using data mining tools like SQL Server Analysis Server which runs seamlessly with Aptify.

Trend Analysis of CES Values

Once an organization has analyzed their CES values at a given point of time using segmentation analysis they will also want to analyze these same values over a specific period of time. This trend analysis helps with understanding how the CES values are shaping up and assist in predicting the future of your member engagement. Below are lists of examples of trend analysis that can help an organization proactively act to improve member engagement:

Rising Stars

The following views are related to rising star trend analysis:

Rising Stars are the members or segments for which the CES values have increased considerably over a period of time. You can use the above views in Aptify on your CES dashboard or, you configure alerts to monitor these segments. Rising Stars are the members which are extremely vital for your organization's growth. Your organization can reach out to these members to extract their maximum potential.

Fading Stars

The following views are related to fading star trend analysis:

Fading Stars are the members or segments for which the CES values have decreased considerably over a period of time. You can use the above in Aptify on your CES dashboard or configure alerts to monitor Fading Stars. Your organization will need to find ways to keep these members engaged.


The following view is related to specialist trend analysis:

Specialists are the members which have a high value for a certain engagement KPIs while also having a low overall CES score. Your organization can reach out to these members and tap their potential regarding that particular KPI. This in turn, might also increase their overall CES score. A particular example of Specialists is Unconnected Knowledge Centers. These are the people who have a lot of knowledge but have not been part of committees or do not have active roles to share knowledge.

Association Level Trends

The following view is related to specialist trend analysis:

The Association Level CES value should be one of the most important values on the organizations' quarterly or annual report. Revenue reflects what an organization has earned this year, but a CES value reflects what an organization will earn in the coming years.

Analysis of Use of CES

Effectively implemented Composite Engagement Score is an extremely powerful tool. It is important to understand that KPI selection is a vital part of CES calculation. An association should make sure to select the most relevant KPIs. Over time analyzing CES using segmentation analysis and trend analysis will itself assist in the selection of KPIs. Initially, an Association can perform data mining on the existing data to assist in selection of KPIs. However, once the CES is up and running, it is very important to analyze how their organization is using CES to ensure that they gain the maximum benefit from this tool.

Aptify firmly believes that Composite Engagement Score assists Associations in achieving their missions. Composite Engagement Score provides a strong platform to anticipate the potential future of an organization using Predictive Modeling. It allows users to predict various future elements of engagement and helps shape an organization proactively to turn change into opportunity.

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