Tha Vin Insights Portfolio | Vol 2

Yo! I am Tha.

3358 Colville Avenue Hapeville, GA 30354 USA

(678) 270 8183 bthavin@gmail.com www.thavin.me

Portfolio Info Volume Year Projects Pages

02 2019 14 20

Projects Analysis Zipcode Stories Global Survey Child Well-Being Snapshots Sketchng Viz Options Fraud Quarterly Dashboard Content Opportunity Youth Data Snack Flight CX Newsletter Email Newsletter Customer First Podcast Strategy Insights Sharing Map Intelligence Center Customer Research Tool Kit Communications Customer Conversation Training Field Intelligence Pilot

MARKET RESEARCH AND INSIGHTS SHARING LEADER

678.270.8183

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bthavin@gmail.com

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www.thavin.me

PROFILE

EX PE R IE NC E

MARKET RESEARCH & INSIGHTS PROFESSIONAL with 6 years of

Equifax - Customer Insights Sharing Leader, 2017-PRESENT

intelligence & research experience with special focus on the communication, sharing and activation of insights. Successful at turning data findings into insights and stories.

COMMUNICATOR & ANALYST who

transforms insights from field intelligence, win/loss, customer advisory boards, dreaming sessions and other research programs into story boards, dashboards, frameworks and other intelligence collateral. Adept at distilling complex data into knowledge snacks.

DESIGNER & STORYTELLER with over 10 years of creative experience from promotional campaigns to knowledge portal design. Visual communicator and sketching expert

SOFTWARE & SKILLS Research tools like Qualtrics and Sharpr

Visualization tools like Adobe Creative Suite (Illustrator, InDesign, PhotoShop and Dreamweaver), SharePoint and InVision Data science tools like Tableau, Microsoft BI and Advanced Excel

I influence business strategy by empowering leadership with findings, insights and stories that are relevant, surprising and creatively uncovered through various research methods

PROJECTS INCLUDE: Communications and Insights Sharing Strategy, SharePoint Repository, Field Intelligence, Competitive Baseline, Customer Advisory Boards, Customer First Podcast, Win-Loss Program, Product Research, Ideation and Global Consumer Purpose Responsible for development, execution and evolution of the insights sharing map and communications strategy Launched html email newsletter designed in Dreamweaver and Illustrator and responsible for creative production and content strategy Researched, planned and executed repository site on SharePoint for central storage of competitive and customer intelligence saving $40,800 annually Developed field intelligence collection and communication tool in SharePoint and Qualtrics for Sales to surface on the street intelligence Analyzed data from global consumer survey and turned findings into stories using infographics as primary delivery channel Created self-service kit for international teams to build baseline view of their country’s competitive landscape - competitive baseline kit included marimekko chart, competitor brief Designed and executed story-telling tactics for customer advisory boards through templates, image bank and html email invitations in Qualtrics Storyboarded and deployed internal research training to help customer service and call center employees to execute customer conversations Designed, curated and executed enterprise-wide customer experience newsletter in 3 languages reaching on 9,060 inboxes with 11% open rate and 4% read rate

United Way - Prospect Researcher, 2015-2017

Languages like Python, HTML, CSS and SQL

I empower sales and marketing teams with stories, insights and prospects discovered through research, surveys, data analysis, marketing automation & CRM mining

Marketing tools and databases like MailChimp, Ad$pend, Google Analytics, Click Dimensions, BoardEx, iWave, MS Dynamics CRM, Andar, Business Wise, Hoovers, Forrester and CEB

Responsible for qualifying and profiling business and individual prospects valued at $75.9MM

E D U C AT I O N

PROJECTS INCLUDED: Child Well-Being Index and Activation, Profiles, Phone Interviews Programmed and delivered person-to-person interviews to build testimonials bank Created Known Loss Identification and Data Append process for recovering $1.9MM Socialized RSVP event analysis by helping sales team to strengthen giving relationship valued at $42.5MM - 83% of business RSVPs were from existing campaigns

EMORY GOIZUETA BUSINESS SCHOOL

Analyzed and designed quarterly reporting channel for program outcomes

MBA in Marketing, 2014

RACETRAC- Design Program Manager, 2014-2015

GEORGIA INSTITUTE OF TECHNOLOGY COLLEGE OF DESIGN

I created research plans, wrote customer personae and designed a play book. I aligned the customer experience to evidence-based environment design

BS in Architecture Design, 2003

PROJECTS INCLUDED: Customer Intercepts, Merchandising Layout, Store Questionnaire

RECO GNI T I ON

Main Street Academy Communications Chair 2009 Public Sector Building Over $25MM East Point Housing Authority, Commissioner HKS Design Fellow and Southeast Chair

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HKS INC - Architectural Designer, 2007-2014 I designed environments, produced technical plans and coordinated regulatory, engineering and construction demands through building information modeling

PROJECTS INCLUDED: Gwinnett Braves Stadium, Emory University Hospital, Children’s Healthcare of Atlanta Egleston, Scottish Rite and Hugh Spalding Campuses, Northeast Georgia Health System Women and Children’s Center, Children’s of Alabama

Zipcode Stories

Global Survey Infographic

Child Well-Being Snapshots

Developing Narratives, Illustrator

Findings to Stories, Illustrator, Excel

Tableau Dashboard, InDesign

Pg. 04

Pg. 04

Pg. 06

Sketching Viz Options

Fraud Quarterly Dashboard

Opportunity Youth Data Snack

Hand Sketches

Tableau, Illustrator, Competitive Reporting

Teaser Statistic, Illustrator, Reporting

Pg. 07

Pg. 07

Pg. 08

Flight CX Newsletter

Email Newsletter

Customer First Podcast

Content Curation, Sourcing, InDesign

HTML/CSS, Lists, Email Campaign, Dreamweaver, Qualtrics

Interviews, SharePoint, Sourcing, InDesign

Pg. 08

Pg. 10

Pg. 11

Insights Sharing Map

Intelligence Center

Customer Research Tool Kit

Illustrator, Communications Strategy

Knowledge Portal, Sharepoint, Training

DIY Research

Pg. 13

Pg. 14-15

Customer Conversation Training

Field Intelligence Pilot

Presentation, Storyboarding

SharePoint, User Training, InDesign

Pg. 19

Pg. 20-21

Pg. 16-17

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Project: Zipcode stories Audience: Ambassadors Purpose: Build testimonial bank

Project: Quarterly dashboard Audience: Executive board Purpose: Reporting

Project: Global survey Audience: Chief Marketing Officer Purpose: Identify perceptions

Project: Fraud dashboard Audience: Fraud leaders Purpose: Identify competitive trends

Analysis I find intelligent people inadvertently confuse

these charts are the best delivery channels. My

audiences with information blasts. They confuse

design expertise informs the way I analyze data:

the boundary between leading and enabling

look for findings, connect the insights, identify

the audience. Example: a dashboard for field

themes and roll up with a story.

operators should look and act very differently than a dashboard for a sales executive. Each audience needs different information and has different tools with which to act. I work diligently to translate complex information into something digestible.

The following projects illustrate my ability to translate data into stories - be it census data for the Greater Atlanta region or responses from a global survey. From enabling to understand program outcomes in a snapshot to identifying competitive trends in the Fraud space, these

I think visually.

projects ask the audience to take a closer look at the data and challenge to make a decision.

I am driven to find the simple in my data. I can’t tell you exactly when a lollipop or a jitter plot is most useful. However, I can show you when

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Project: CX Newsletter Audience: Enterprise Purpose: Build CX culture

Project: Email newsletter Audience: Marketing Purpose: Share findings

Project: OY Graphic Audience: Starbucks Foundation Purpose: Reporting

Project: Customer Podcast Audience: Enterprise Purpose: Share how insights are activated

Content Deciphering the raw information hidden in data is my specialty. I can tease out findings in reports and amplify stories from analysts because I can explore, manipulate and interpret data. The data can range from an email newsletter campaign metrics to survey responses from an employer verification study. I know how to work with teams to build data-driven content that is relevant, surprising and timely.

I think in stories.

While database is a goldmine, content is the true currency because raw data needs to be refined. I refine data into stories with an array of tools - Tableau, Excel add-ons, Qualtrics, Microsoft BI, post-it notes, process mapping, etc. The tool varies, but the deliverable always leads to powerful and actionable conversations.

The following projects illustrate my ability to generate, curate and amplify content - either by sharing best practices, dissementing verifiable intelligence or lifting the veil between insights and sales. From the call center representative who just had a difficult exchange with a customer to an account manager just leaving a sales meeting, these projects strive to improve the customer understanding by tackling the challenges of communication.

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Strategy Solutions are discovered when people get together and talk. When I listen to conversations in meetings, I am making connections among initiatives, stakeholders and data. For me, when I have a spark of idea, I must write it down, sketch it out and talk it through.

I think iteratively.

I have designed strategies to educate, inform and inspire people to discover findings, connect insights and share stories. In practice, this means I am creating a framework for raw information to become something snackable for the target audience.

The following projects enable teams to develop strategies. From the product manager who needs a research plan to a sales leader who needs the latest insights, these projects leverage a range of skill sets: ideation, planning, research, and communication.

Project: Insights Sharing Map Audience: Marketing and Insights Purpose: Formalize sharing

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Project: Intelligence Center Audience: Vertical Leaders Purpose: Centralize BU research

Project: Customer Research Kit Audience: Product Managers Purpose: DIY research

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Communication No matter if I am preparing data for Tableau or designing a presentation for a customer advisory board, I find my ability to communicate with stakeholders is key to the success of an initiative.

content experts so I can identify what is noise and what is signal. In practice, this means challenging experts by distilling their expertise into a soundbyte, a graphic or a newsletter.

I work to communicate essential information while also delighting the audience (or user) to think of other possibilities.

The following projects improve communications for teams - either by sharing best practices, dissementing verifiable intelligence or lifting the

I think nonlinearly.

veil between insights and sales. From the call center representative who just had a difficult

I

have

designed

communication

delivery

channels for vastly different audiences and purposes. The channels are all designed to be scalable, intimate and relevant. I work with

Project: Customer Conversation Audience: Operations Purpose: Train ops on best practices

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exchange with a customer to an account manager just leaving a sales meeting, these projects strive to improve customer understanding by tackling the challenges of communication.

Project: Field Intelligence Audience: Sales Purpose: Collect intelligence

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Holla back!

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