This person worries most about time wasted on custom integrations.
VP of Engineering / CTO
The file format many customers upload because it’s easy to edit in Excel.
CSV
In the Benefits cluster, what 3 types of employer benefit platforms are represented?
Fertility benefits for employers, HSA benefit platform, Mental health benefits platform, Insurance benefits
Name our flagship ESG customer.
Watershed
industry standard for exchanging healthcare data. how certain healthcare companies share patient files with others
This person cares most about onboarding speed and time to value.
Head of Customer Success, Implementation, Onboarding
Data type often used for transactional logs or events.
JSON
In the HRTech cluster, name 3 employee management softwares that we have worked with.
Compensation management software
Performance management software
Payroll software
Employee management software
Workplace misconduct software
Which use case / file type has generated the most revenue for us in the Health Tech space?
Name two large companies (our customers) that acquired a smaller company, which led to the deal with the larger company.
AMEX
Paylocity
This persona is responsible for evaluating tools that improve employee productivity and cross-team collaboration.
Product Leader
Name 4 file types that HR Tech deals with
Employee, Earnings, Timesheets, Compensation, Eligibility, Enrollment
In the Health Tech Cluster, give me 3 file types they deal with.
Name the top 5 clusters
HRTech – 16 companies
FinTech – 13 companies
Vertical SaaS – 11 companies
ESG – 11 companies
Health Tech – 10 companies
How many closed on customers have we had across the timeline of our company?
510
This persona’s top concern is ensuring data accuracy for reporting and compliance.
Operations Manager (or something of the sort)
Head of Data (or any data leader)
Items, Invoices, Barcodes, Reservations, Guests, Menus, Prices, Suppliers, Products, SKUs, Orders
What was the failure rate of Personio's in-house importer solution?
46%
Name the only platform we have had a use case for within CRM companies
CRM for Gmail
Who is our customer with the single largest deal and what is the ACV (not including expansions)?
Creditsafe $170,000
This persona cares most about security and compliance, such as SOC2, ISO27001, and Security Questionnaires.
CISO, Head of Security, CIO anything of the sort
What cluster contains the following files: Drivers, Trailers, Loads, Trucks, Routes, Crews.
Supply Chain / Logistics
What are the two accounting platforms Ramp needed to migrate files from?
Netsuite and Quickbooks
In the EduTech cluster, name 2 use case descriptions.
Transportation SaaS for school districts
MTSS / RTI platform for school districts
What is my middle name? Start with a W.
William