VVIZOR
VIZOR PRODUCT
Overview
Activation, engagement, support, and delivery priorities at a glance.
Action Items
Key takeaways and recommended next steps
- Activation climbed naturally through August and September, likely due to benchmark data submissions.
- We have a healthy base of users activated and logging in on a monthly basis.
- We need to strategize ways to encourage that base to engage in the new features.
- A meeting with Lindsey, Jeff, Russ, and Glenn will be set up in early October to establish initiatives to address this, such as creating discussion boards after every meeting using future agenda topics.
- We are running 10 hours over our TechSector retainer because of high usage in June and July after implementation.
- We have requests for changes to site functionality, setup, and visual placements as we utilize the new site. Those items will be categorized as change requests and paused until the overage comes down.
- The recommendation for 2027 is to separate the budgets for support hours and enhancements/changes so improvements can be made to the site regularly.
Activation trend
Monthly activated users and activation rate
17%
29%
39%
58%
64%
Site support
Monthly ticket volume, severity, leading type, and support hours
74%resolved
20 of 27
tickets resolved
1 critical ticket| Month | Opened | Resolved | Critical | Top type | Hours used | Retainer | Overage |
|---|---|---|---|---|---|---|---|
| May | 61 | 29 | 8 | Survey | 0 | 0 | 0 |
| June | 58 | 43 | 6 | Survey | 63 | 50 | 13 |
| July | 38 | 24 | 14 | Survey | 74 | 50 | 37 |
| August | 23 | 15 | 0 | Survey | 38 | 50 | 25 |
| September | 27 | 20 | 1 | Survey | 35 | 50 | 10 |
Support hoursMonthly and total hours used vs. retainer
UsedRetainer
May
Jun
Jul
Aug
Sep
Total
Total Volume
Ad hoc surveys
238
Discussion boards
59
Polls
23
Vendor
2
Real-time
0
Revenue and Engagement Work in Motion
Revenue Activities3 initiatives
Whitepaper Sponsorship TestLindsey
- Progress Update
- Liam provided test whitepapers on 9/21
- Next Steps
- Set up tracking and add to VIZOR by 10/15
VIZOR Trials for Existing SalesHelga
- Progress Update
- Sales team aligned to use case and objective
- Next Steps
- Sales team identifying prospects to target
VIZOR Access for New LaunchesJeff / Warren
- Progress Update
- Utilizing for Money Movement/Payments and AI Lab
- Next Steps
- Use polls before meetings and discussion boards after meetings
Engagement Activities3 initiatives
Mass Marketing on Vendor IndexDiana
- Progress Update
- Email sent on 9/2
- Next Steps
- See results in Marketing Campaign Results
Mass Marketing on Real-time AlertsDiana
- Progress Update
- Email sent on 9/14
- Next Steps
- See results in Marketing Campaign Results
Driving Discussion BoardsRuss / Glenn
- Progress Update
- Slow increase to board volume in September
- Next Steps
- Lindsey scheduling a meeting with Russ and Glenn
Site Development Requests
Current product delivery pipeline
SCOPINGIntegrating Executive Dashboard/Data Insights into VIZOR
DescriptionEliminating manual work to produce output and improving data visuals.
Progress UpdateFinalizing scoping document.
Next StepsFormal proposal from TechSector.SCOPINGOffice Hours
DescriptionCreating a VIZOR experience for the Office Hours brand.
Progress UpdateScoping document finalized.
Next StepsMeet with Hitesh to answer questions and receive a formal proposal.SCOPINGSummit / Meeting Reports
DescriptionPull Summits into the Add Meeting Report table so reports can be added to each roundtable within a Summit.
Progress UpdateBuilding requirements for TechSector.
Next StepsTechSector to scope as a change request.SCOPINGAdd Mimic to Child Within Parent-Child
DescriptionAdd a mimic option for the child in a parent-child setup.
Progress UpdateScoped and estimated.
Next StepsWaiting for hours.SCOPINGReverse a Did Not Participate Selection
DescriptionAllow a client to reverse a Did Not Participate selection in a survey.
Progress UpdateNeeds scoping and estimation.
Next StepsPending.SCOPINGHighlight Missing Survey Responses
DescriptionHighlight missing metrics when a submission does not meet the completion threshold.
Progress UpdateNeeds scoping and estimation.
Next StepsPending.* July excludes users not associated to an RT. ** August deactivates users who have not logged in since 2024. Data as of September 30, 2026.