1 00:00:00,000 --> 00:00:13,120 Hello everyone, thank you for joining another session of MatomoCamp. 2 00:00:13,120 --> 00:00:21,320 Today we will learn more on how to get started with intranet analytics in Matomo. 3 00:00:21,320 --> 00:00:28,360 The host for this session is Marcus, who has been working with web since 1998 and with 4 00:00:28,360 --> 00:00:36,120 Matomo for the last 12 years. His experience from a public sector includes roles such as 5 00:00:36,120 --> 00:00:44,320 lead analyst, senior advisor in GDPR projects and product owner for Matomo and other analytics 6 00:00:44,320 --> 00:00:53,240 products. This session is recorded but Marcus will be available in the chat room and you 7 00:00:53,240 --> 00:00:58,960 can drop any questions there. 8 00:00:58,960 --> 00:01:07,400 Hi, let's begin the session on how to get started with intranet analytics in Matomo. 9 00:01:07,400 --> 00:01:12,960 This is the context, the things I will be talking about in this session. I think some 10 00:01:12,960 --> 00:01:19,040 of you would agree with me that web analytics is a common bad conscience. In my experience 11 00:01:19,040 --> 00:01:25,520 intranet analytics is even worse. I will be dealing with a couple of questions that is 12 00:01:25,520 --> 00:01:32,320 good to know to do intranet analytics right. For instance, how to regard consent as the 13 00:01:32,320 --> 00:01:40,000 legal basis to process employees' personal data. Why is Matomo a good choice for intranet 14 00:01:40,000 --> 00:01:46,280 analytics? And then I will guide you through the process of analytics, giving suggestions 15 00:01:46,280 --> 00:01:52,600 on how to make good use of Matomo. I will begin with introducing myself. I have been 16 00:01:52,600 --> 00:01:58,640 working in the industry since 1998 in different roles. I have been a consultant a couple of 17 00:01:58,640 --> 00:02:05,000 times and jumped the fence to work on the customer end as well in the Swedish public 18 00:02:05,000 --> 00:02:11,000 sector mostly. I contributed to get rid of Google analytics in favor of Matomo or back 19 00:02:11,000 --> 00:02:18,320 then peak before it was cool. In 2015, at Sweden's largest organization in the public 20 00:02:18,320 --> 00:02:24,840 sector, I have been responsible for search analytics, product owner for Matomo and performing 21 00:02:24,840 --> 00:02:31,360 a couple of advisor assignments such as implementing GDPR compliance and also curiously enough 22 00:02:31,360 --> 00:02:36,960 artificial intelligence in life science. In my spare time, I have been writing a couple 23 00:02:36,960 --> 00:02:41,680 of books on web strategy and web analytics. The latter is used as literature at some of 24 00:02:41,680 --> 00:02:47,640 Sweden's universities. Enough about me. Let's talk intranets. So what is the definition 25 00:02:47,640 --> 00:02:53,080 of an intranet in contrast to an extranet or a public website on the internet? Yeah, 26 00:02:53,080 --> 00:02:58,920 this might be both quite tricky and simple, right? Some people include everything connected 27 00:02:58,920 --> 00:03:04,880 in a form or another in the term internet. Some don't. I am one of those inclusive people. 28 00:03:04,880 --> 00:03:11,680 In my world, the internet includes internet, extranets and etc. But when using internet 29 00:03:11,680 --> 00:03:18,880 as a term, I think its main attribute is that it's an isolated network. Its users are the 30 00:03:18,880 --> 00:03:23,920 organization's own employees. And ideally, the internet facilitates the work to be done 31 00:03:23,920 --> 00:03:29,600 and making administrative tasks such as leave applications less of a burden compared to 32 00:03:29,600 --> 00:03:35,680 its paper equivalent. Regarding an internet's attribute as being inaccessible to non-employees, 33 00:03:36,240 --> 00:03:42,720 in Sweden, we also have a movement towards open internet when it comes to public sector 34 00:03:42,720 --> 00:03:48,240 organizations. Making the definitions less logical sometimes and legal compliance for 35 00:03:48,240 --> 00:03:54,960 analytics is not that straightforward. So what makes Matomo especially good at internet analytics? 36 00:03:54,960 --> 00:04:00,800 I possibly could ramble over the feats of using Matomo for way too long. But that shows two main 37 00:04:00,800 --> 00:04:08,080 points. First, to keep internal matters internal. With Matomo, you could actually gather personal 38 00:04:08,080 --> 00:04:12,640 data that would be breach of contract with some of the other popular products on the market. 39 00:04:13,280 --> 00:04:19,040 My second point is the more legal aspects of compliance, as in not sharing data with 40 00:04:19,040 --> 00:04:27,120 unnecessary outsiders, especially those with ties to third country legislation, in essence, 41 00:04:27,120 --> 00:04:33,200 United States. If you do, then you have exposed the data to actors you and your employees cannot 42 00:04:33,200 --> 00:04:39,200 hold accountable on what happens with that data. It's irresponsible. Also, to gather 43 00:04:42,400 --> 00:04:47,360 data on internet use has its own unique legal problems, as I will address shortly. 44 00:04:47,360 --> 00:04:53,760 Thirdly, for a smaller organization, it's not that hard to get going. Even without an IT department, 45 00:04:53,760 --> 00:04:58,880 you could make use of a web host, since many of them have one-click installers for Matomo. 46 00:04:59,920 --> 00:05:06,560 Now I am going to dive into the details. There might be differences in terms of configuration 47 00:05:06,560 --> 00:05:12,000 between Matomo internet tracking and Matomo for a public website. Technically, if you have 48 00:05:12,000 --> 00:05:16,480 another Matomo setup for your internet, you don't really have to worry about the same type of 49 00:05:16,480 --> 00:05:22,320 things as with a Matomo reachable from the public internet. The internet is not exposed in the same 50 00:05:22,320 --> 00:05:28,400 way. On an internet property in Matomo, you get a more even load, for instance, since the things 51 00:05:28,400 --> 00:05:35,120 being tracked is behind a firewall, it is not exposed to refer, spam, or denial of service attacks. 52 00:05:36,000 --> 00:05:42,560 Perhaps the most important point is to own your data, being able to use and reuse the data when 53 00:05:42,560 --> 00:05:50,800 you see fit. A Swedish term that might be lost in translation is rĂ¥dighet. It translates to 54 00:05:50,800 --> 00:05:57,280 resourcefulness, which is not bad, but it lacks, in my opinion, the comforting and trustworthiness 55 00:05:57,280 --> 00:06:04,160 in its Swedish counterpart. Matomo as a product gives you control and sovereignty if you want to. 56 00:06:04,880 --> 00:06:10,160 By the way, I am not advocating solely for self-hosting Matomo, but when you don't have 57 00:06:10,160 --> 00:06:16,160 to make an effort to look at the processor and the eventual sub-processor of the data in question. 58 00:06:16,800 --> 00:06:22,880 What are the rules in terms of privacy when it comes to an internet? The e-privacy regulation in 59 00:06:23,680 --> 00:06:30,640 the European Union is not automatically applicable for internets, but if the user is not an employee, 60 00:06:30,640 --> 00:06:36,240 then yes, because sometimes the user of an internet is a journalist, a member of the public, 61 00:06:36,240 --> 00:06:42,080 or a non-employee. If you have never heard of European e-privacy regulation, you might have 62 00:06:42,080 --> 00:06:49,120 heard of something on the lines of the cookie law. It was introduced in the early 2000s and recently 63 00:06:49,120 --> 00:06:57,200 updated. In an EU perspective, all of us got the GDPR decade and the ifs, hows and whens of processing 64 00:06:57,200 --> 00:07:03,440 personal data, and all form of handling of personal data is considered processing, such as the 65 00:07:03,440 --> 00:07:10,320 collection, processing, sharing, etc. The only way we can process personal data is if we have at 66 00:07:10,320 --> 00:07:19,360 least one of six of the conditions that apply. That is A to F in this slide. All other cases are not 67 00:07:19,360 --> 00:07:26,800 lawful. I worked as a web analytics specialist in Sweden's largest region when we had the GDPR 68 00:07:26,800 --> 00:07:33,520 project, and it was really obvious during talks with all our lawyers that consent is not great on 69 00:07:33,520 --> 00:07:39,680 a public website, and consent is even less applicable on an internet, since the relation 70 00:07:39,680 --> 00:07:46,480 between the employee and employer is not living up to the voluntary part of the consent requirements 71 00:07:46,480 --> 00:07:54,480 stated in the GDPR. Consent is not lawful if it's not freely given, as in there is an option to turn 72 00:07:54,480 --> 00:08:01,680 it down. So that dictates if we can ask for consent on an internet, and the other law, the e-privacy 73 00:08:01,680 --> 00:08:08,720 regulation, makes asking for cookies look like a consent that might itself be illegal on the GDPR, 74 00:08:08,720 --> 00:08:16,720 if on an internet, or employees at least. The way to process employees' data, such as IP addresses, 75 00:08:16,720 --> 00:08:22,960 for an internet analytics, could possibly be lawful through B, the contract between the employees 76 00:08:22,960 --> 00:08:29,200 and the employer. This is rather difficult, but worth having in mind when an organization makes 77 00:08:29,200 --> 00:08:35,360 up their mind on the Matoma implementation for their internet. The easy way out is to use log 78 00:08:35,360 --> 00:08:41,760 analytics, to at least not having to consider e-privacy. But data in logs still is regulated 79 00:08:41,760 --> 00:08:48,320 by GDPR, and the default is that any personal data only belongs to the data subject, the person, 80 00:08:48,320 --> 00:08:54,160 in question. So how to set up an internet analytics with Matomo by yourself, in order to have a 81 00:08:54,160 --> 00:09:00,960 sandbox to test Matomo for your internet. I am myself playing with Matomo at a local webhost 82 00:09:00,960 --> 00:09:08,240 when stakes are low. Think of it as playing in a sandbox. For anyone interested in a one-click 83 00:09:08,240 --> 00:09:14,720 installer on Matomo, when having a webhost, the package is present in Softaculous, for instance. 84 00:09:14,720 --> 00:09:21,520 This is of course not suitable for everyone. Well, the time when major design decisions were made 85 00:09:21,520 --> 00:09:27,680 based on subjective measures, like someone's personal taste, ought to be behind us. Now you 86 00:09:27,680 --> 00:09:33,680 can and should evaluate almost everything based on data. Previously performed tests and the 87 00:09:33,680 --> 00:09:38,960 insights gained from working with analytics could be readily available to internet teams. Instead of 88 00:09:38,960 --> 00:09:45,120 attending pointless meetings about what shade of blue you like, you can evaluate alternatives based 89 00:09:45,120 --> 00:09:51,520 on real user of your internet. Users, through their clicks, provide signals on what works, 90 00:09:51,520 --> 00:09:57,200 how to find things, and which routes they take. This talk is about how to get started with the 91 00:09:57,200 --> 00:10:03,840 analytics in an initial review of an internet. Often no one knows the usefulness of most of the 92 00:10:03,840 --> 00:10:09,280 internet content, and there is little effort toward measuring the impact of the internet 93 00:10:09,280 --> 00:10:16,720 and the performance of the business, at least beyond noting the number of users. For many teams, 94 00:10:16,720 --> 00:10:22,400 the reason is they do not have a training in basic analytics, and which all the statistics 95 00:10:22,400 --> 00:10:29,280 to make use of. I hope you want to start evaluating your internet in a structured way and set tangible 96 00:10:29,280 --> 00:10:34,960 business goals for measuring what success looks like on the internet. The internet is not just 97 00:10:34,960 --> 00:10:42,000 a collection of pages, images, and documents. Rather, it's there to support employees in their 98 00:10:42,000 --> 00:10:48,800 daily work, efficiently carrying out work tasks like reserving a place on the training course, 99 00:10:49,600 --> 00:10:55,680 filing an application for leave, or finding the phone number of the person in the human resource 100 00:10:55,680 --> 00:11:03,280 department. Working with web analytics for an internet is about improving or simplifying 101 00:11:03,280 --> 00:11:09,680 activities like these, activities that the internet should support. Internet analytics is not 102 00:11:09,680 --> 00:11:15,520 about accumulating vast amounts of data. It is about using the data to gain insights in the 103 00:11:15,520 --> 00:11:21,040 user's experience of the internet, with the intent of improving that experience. 104 00:11:21,040 --> 00:11:28,400 It is easy to focus on analyzing the collected traffic data. However, all kinds of tools can 105 00:11:28,400 --> 00:11:33,680 contribute to getting an overview of your internet performance, and should be included in the concept 106 00:11:33,680 --> 00:11:40,400 of internet analytics. Some of these tools are soulless premium plugins for Matomo, such as 107 00:11:40,400 --> 00:11:48,080 session recording, but Matomo also evolves. I think it will be in version 4.1, which will be 108 00:11:48,080 --> 00:11:56,000 evolved. I think it will be in version 4.0. The performance report will be introduced out of the 109 00:11:56,000 --> 00:12:03,120 box. Problems such as not fulfilling accessibility requirements, using unnecessarily high resolution 110 00:12:03,120 --> 00:12:09,600 images, and many more may be easy to identify without using statistics. But with Matomo, 111 00:12:09,600 --> 00:12:14,960 you could develop a plugin to enhance the dashboard with that kind of data as well. 112 00:12:14,960 --> 00:12:20,240 A key performance indicator, KPI, sometimes, sometimes for internet schemes, we call it the 113 00:12:20,240 --> 00:12:26,000 metric. It's a measurable value that demonstrates how effectively business objectives are being 114 00:12:26,000 --> 00:12:34,320 attained. Organizations use KPIs to evaluate their success as reaching their targets. There are two 115 00:12:34,320 --> 00:12:40,320 fundamental categories of KPIs and metrics. We need them both to understand the big picture. 116 00:12:40,320 --> 00:12:47,840 Quantitative measurements are figures on how the internet is performing, such as all the data 117 00:12:47,840 --> 00:12:54,000 about the users as a group we find in Matomo, for instance. These measurements provide answers on 118 00:12:54,000 --> 00:13:02,240 how, when, and what about users, what devices they use when they visit the internet, if they 119 00:13:02,240 --> 00:13:07,520 have actively interacted with internet content in any way, where did they come from, and so on. 120 00:13:07,520 --> 00:13:15,920 Simply put, behavioral data. Qualitative measures is about how users experience the internet. This 121 00:13:15,920 --> 00:13:23,280 data is in the form of text or film rather than numbers. The methods may include an employee 122 00:13:23,280 --> 00:13:30,480 survey, guerrilla testing, interviews, usability evaluations, user observation, or features on the 123 00:13:30,480 --> 00:13:36,960 site where the user can report what they thought of their experience. In some cases, we hope to 124 00:13:36,960 --> 00:13:43,680 serve the user so we can take the opportunity to ask follow-up questions if necessary. Your internet 125 00:13:43,680 --> 00:13:50,880 should have a regular ongoing review process and major review should take place if you are considering 126 00:13:50,880 --> 00:13:58,880 an upgrade or change of platform. Reviews are often called content audits, although their 127 00:13:58,880 --> 00:14:05,280 conclusions are not restricted to the quality of content. When reviewing the current internet, both 128 00:14:05,280 --> 00:14:11,920 quantitative and qualitative measures can be used to find out what is working and what needs to be 129 00:14:11,920 --> 00:14:19,040 improved. The basic level of review should enable you to group content into useful pages that have 130 00:14:19,040 --> 00:14:26,320 an obvious value to actual users and all the rest at the best dubious value. When looking through the 131 00:14:26,320 --> 00:14:31,600 content, there are some things to consider when deciding which groups the content belongs to, 132 00:14:31,600 --> 00:14:37,520 which parts of your internet support the important activities. This part needs to be analyzed to 133 00:14:37,520 --> 00:14:43,360 identify improvement opportunities, optimal placement of buttons, understandable texts, 134 00:14:43,360 --> 00:14:50,240 how easy it is to get there, etc. How easy it is to find your way between the different activities. 135 00:14:51,600 --> 00:14:57,360 Then consider your navigation structure. Is it easy to find your way back to a starting point if 136 00:14:57,360 --> 00:15:04,880 you got a direct link by email? Is it easy to switch between tasks? Is it easy to switch from 137 00:15:04,880 --> 00:15:12,160 applying for vacation to the task to correct an improperly filed holiday application? 138 00:15:13,680 --> 00:15:20,960 How easy is it for users to complete an activity? Just like a store survival is conditional on 139 00:15:20,960 --> 00:15:27,760 customers' ability to pay for the goods, you need to make sure there are as few obstacles as possible 140 00:15:27,760 --> 00:15:35,920 on your internet in order for users to complete an activity. What defines a successful session on 141 00:15:35,920 --> 00:15:41,680 the internet? What activities must have occurred for you to be able to objectively refer to a 142 00:15:41,680 --> 00:15:48,480 user's session on the internet as a successful visit? Is it enough that the user fills out their 143 00:15:48,480 --> 00:15:54,320 timesheet or maybe that they land on home page, read some internal news and then disappear? 144 00:15:55,200 --> 00:16:01,840 Think carefully about which behavior indicates a successful visit. Content that does not relate to 145 00:16:01,840 --> 00:16:07,120 this point is often distracting and it should probably be removed or at least be hidden out 146 00:16:07,120 --> 00:16:13,280 of sight and not indexed by your search engine. Please do define requirements for new pages to 147 00:16:13,280 --> 00:16:20,560 include a clearly displayed call to action and having an explicit connection to the goals for 148 00:16:20,560 --> 00:16:30,320 the internet. Talking about call to actions, I just mentioned it. This is the definition of the term. 149 00:16:30,320 --> 00:16:38,000 Often a CTA is a button or any other interactive design element that is enabling the user to take 150 00:16:38,000 --> 00:16:45,280 the next logical step towards a conversion on a goal. This process is what the rest of my talk 151 00:16:45,280 --> 00:16:51,840 will discuss. For analytics to be meaningful, you need to first define what is good. Good content, 152 00:16:51,840 --> 00:16:57,840 successful task accomplishment, good quality and what is good for business. These are the things 153 00:16:57,840 --> 00:17:04,800 that are worth analyzing. Otherwise, the risk is that you are working to improve things that lack 154 00:17:04,800 --> 00:17:11,280 the prospect of worthwhile improvement. The working process for internet analytics is as follows. 155 00:17:12,080 --> 00:17:18,240 You start at the upper left of this never-ending loop. First, develop business goals or evaluate 156 00:17:18,240 --> 00:17:25,440 existing business goals. Then you produce reports and develop methods for analyzing 157 00:17:25,440 --> 00:17:35,520 KPIs and selecting metrics. Thirdly, you analyze and fourthly improve the internet based on any 158 00:17:35,520 --> 00:17:42,480 findings in the analysis and then you iterate. This is not the project. Start by developing the 159 00:17:42,480 --> 00:17:48,400 business goal and you're never done. Begin the second iteration with reflection of the measurability 160 00:17:48,400 --> 00:17:55,200 of the business goals that can be improved on another iteration of the process. Now it's time 161 00:17:55,200 --> 00:18:00,320 to go through each step in this working process and examine what is worth thinking about. 162 00:18:01,840 --> 00:18:10,240 Last year, it's pretty mind-boggling that only 34% of internet managers, according to 163 00:18:10,240 --> 00:18:18,480 web service awards, still had no clear objective for their internet. A clear majority also say 164 00:18:19,120 --> 00:18:23,040 that they have no defined objectives for any of the internet's sub-pages. 165 00:18:23,040 --> 00:18:27,760 Obviously, it's difficult to know how useful the internet is if you do not know what it's supposed 166 00:18:27,760 --> 00:18:33,840 to achieve or how to measure it. The very first step of internet analytics is to set down a list 167 00:18:33,840 --> 00:18:43,200 of goals. You should avoid vaguely worded wishes such as enable findability or keep employees 168 00:18:43,200 --> 00:18:50,320 informed with news. Instead, try to stick with concrete activities and tasks employees need to 169 00:18:50,320 --> 00:18:56,320 be able to do to get their job done and bring value to the business. Good examples of these include 170 00:18:56,960 --> 00:19:02,800 reporting time at work, updating skills profile, or submitting requests for absence. 171 00:19:04,240 --> 00:19:12,960 Management documents such as the organization's vision, plans, and the budget often provide 172 00:19:12,960 --> 00:19:20,320 already defined objectives, KPIs, that can be reused or adapted as measures for your internet. 173 00:19:20,320 --> 00:19:25,120 Break down each goal to something that can be isolated and measured as part of the user 174 00:19:25,120 --> 00:19:31,760 experience of the internet. A challenge may be to align the measurable business objectives with 175 00:19:31,760 --> 00:19:37,520 the long-term objectives. It is important to try to anticipate the long-term consequences of 176 00:19:37,520 --> 00:19:44,000 the goals we define in order to avoid negative side effects. In addition to the business objectives, 177 00:19:44,000 --> 00:19:50,880 it can be beneficial to review other metrics such as the number of page views per visit. 178 00:19:51,440 --> 00:19:58,080 They may tell the backstory of why the objectives performed the way they did. However, 179 00:19:58,800 --> 00:20:05,920 most generic metrics struggle to prove what value they indicate is the result unequivocally good 180 00:20:05,920 --> 00:20:14,240 or bad. These are not where you should put most of your effort. Instead, they help you investigate 181 00:20:14,240 --> 00:20:21,600 things afterwards and gather data helping you to tell the story of the users when you are reporting. 182 00:20:22,800 --> 00:20:29,520 The amount of page views, unique users, sessions, and similar does not provide any evidence of 183 00:20:29,520 --> 00:20:35,680 increased business performance. These may be nice anecdotes between internet geeks, but they provide 184 00:20:35,680 --> 00:20:41,680 very little insight in which way the internet is successful. Instead, they make for personal 185 00:20:41,680 --> 00:20:48,960 glorifications and a good gut feeling of not great business. Another term is segmentation. It is a 186 00:20:48,960 --> 00:20:53,840 feature of Matuomo and you find it at the toolbar in the top of the user interface. 187 00:20:54,640 --> 00:21:01,040 A segmentation is a group or a subset of users that have some attribute in common. It may be 188 00:21:01,040 --> 00:21:07,760 that they all use a specific type of device. It can be the geographical location or whatever Matuomo 189 00:21:07,760 --> 00:21:13,920 has gathered as common data points for them. Segments are often overlooked, so I will take 190 00:21:13,920 --> 00:21:22,400 some time to pitch it to you. But before I go into even more segmentation, we have a fundamental 191 00:21:22,400 --> 00:21:30,560 term to discuss, click-through rate or CTR for short. CTR is the share of users that do a specific 192 00:21:30,560 --> 00:21:37,840 thing, such as that, for instance, 73% of users click on one of the featured articles on the front 193 00:21:37,840 --> 00:21:45,680 page. If you have a low CTR, that indicates the need to improve the usability of the place 194 00:21:46,320 --> 00:21:53,360 where many users disappear. Or perhaps they get cold feet because of some poor design decision 195 00:21:53,360 --> 00:21:59,760 you need to improve. Think about the goal that at least 90% should succeed with submitting their 196 00:21:59,760 --> 00:22:06,160 application of lead. If 25% of them drop out at the very first step in the process, then we have 197 00:22:06,160 --> 00:22:11,680 to try to figure out what caused it or possibly set a more reasonable goal we are actually able 198 00:22:11,680 --> 00:22:19,200 to achieve. It is particularly interesting to create a segment of users to find out when we 199 00:22:19,200 --> 00:22:25,280 are failing the users. The segment, those who do not complete all the steps in the conversion funnel, 200 00:22:25,280 --> 00:22:32,480 might reveal some interesting pattern. Sometimes you are able to alleviate. Are there any common 201 00:22:32,480 --> 00:22:40,160 denominators where the users fail or flee? Where do they go? Is there possibly an indistinct call 202 00:22:40,160 --> 00:22:47,440 to action that users do not understand, see or discover? The conversion funnel does not require 203 00:22:47,440 --> 00:22:54,160 many steps to be suitable as a visualization. It might be obvious in itself presenting the results 204 00:22:54,160 --> 00:23:00,320 to internal stakeholders. A simple use case for a conversion funnel can be to show the amount of 205 00:23:00,320 --> 00:23:06,320 users of the search engine that actually click on any of the results. How many times they rephrase 206 00:23:06,320 --> 00:23:13,200 the search terms and how big the drop-off is. It could be one of several means to evaluate whether 207 00:23:13,200 --> 00:23:19,440 an enhanced relevance model for the search engine has been an improvement according to its users. 208 00:23:19,440 --> 00:23:25,280 A conversion funnel is not limited to the internet. It could very well be the measure 209 00:23:25,280 --> 00:23:32,080 of impact of a newsletter by email or even something in the real world. One thing is certain 210 00:23:32,080 --> 00:23:38,640 though. Do not report data or specific numbers, so-called data puking. It ought to be the last 211 00:23:38,640 --> 00:23:45,760 option to try out on stakeholders. Very few are interested in data alone. Even fewer actually 212 00:23:45,760 --> 00:23:52,400 understand the data. You are supposed to tell them the story of the data and visualize the impact. 213 00:23:52,400 --> 00:23:59,600 Conversion funnels are in a way the opposite of data puking since it's in a visual way telling 214 00:23:59,600 --> 00:24:08,160 a story reminding you to explain where the users end up and your hypothesis on why. Back to segments. 215 00:24:08,160 --> 00:24:13,200 Here I'll make some suggestions on segments in Matomo for internets for you to think about. 216 00:24:13,200 --> 00:24:18,480 A feature of Matomo that, at least in my experience, many seem to overlook is to compare two 217 00:24:18,480 --> 00:24:25,760 segments against each other. My first suggestion is such a comparison. Depending on the content of 218 00:24:25,760 --> 00:24:30,880 your internet, there might be a use case for a segment singling out users with a management 219 00:24:30,880 --> 00:24:36,800 position. This is something you can inform Matomo about using the internet as an example. 220 00:24:36,800 --> 00:24:42,320 You can inform Matomo about using the custom dimension feature directly from the code of your 221 00:24:42,320 --> 00:24:49,440 internet. So, what is the point? Well, if you have content on the internet aiming towards users 222 00:24:49,440 --> 00:24:55,120 within management, the obvious question is if that content is used by its intended audience, right? 223 00:24:56,480 --> 00:25:03,040 This is how you get to figure that out. Other suggestions on segments is the user's organizational 224 00:25:03,040 --> 00:25:09,760 position, since it can be relevant as a context when looking at conversions on the internet. 225 00:25:09,760 --> 00:25:14,960 For instance, if a part of the organization is unexpectedly underperforming on some of the 226 00:25:14,960 --> 00:25:22,000 internet goals, you have a deviation to investigate further. Another suggestion is to segment on 227 00:25:22,000 --> 00:25:28,080 different geographic locations or perhaps different office buildings in the same city or floors in the 228 00:25:28,080 --> 00:25:36,800 same building. So, how exactly is custom segments done in Matomo? One way is to let the internet 229 00:25:36,800 --> 00:25:42,800 feed the info to Matomo through the front-end code to end up in a custom dimension. An internet 230 00:25:42,800 --> 00:25:49,200 usually has integration to the local directory of employees, who is logged on, the actual computer, 231 00:25:49,200 --> 00:25:55,440 and where do they work in the organization. That might make the cut for a custom dimension, 232 00:25:55,440 --> 00:26:03,760 since they ought not to be of temporary nature or triviality for a few involved. But there might 233 00:26:03,760 --> 00:26:09,920 also be possibilities to track signals for segments using Matomo's event tracking. The upside with 234 00:26:09,920 --> 00:26:17,040 the Matomo's way of having segments as inclusive filters is that if a user session consists of an 235 00:26:17,040 --> 00:26:25,600 event signal of your choice, they are segment compatible. And you can see this slide as a 236 00:26:25,600 --> 00:26:32,560 critique on the sometimes oversimplistic views on segments, personas, and other ways of describing 237 00:26:32,560 --> 00:26:39,520 our users. Another difficulty is which potentially crucial details are hidden behind the persona or 238 00:26:39,520 --> 00:26:46,400 target group we have. Here we have an illustrative example some of you may have seen previously. 239 00:26:46,400 --> 00:26:52,080 It is the criticism of personas as a concept. That is, that you create a fictional person who 240 00:26:52,080 --> 00:27:00,240 is named and assigned a number of characteristics. But criticism is useful in many contexts. 241 00:27:01,440 --> 00:27:08,240 I have put together a persona I call Welfare William. He is rich, has children, is British, 242 00:27:08,240 --> 00:27:17,520 homeowner, etc. The description fits both the, until recently, Prince Charles and Ossie Osborn, 243 00:27:17,520 --> 00:27:25,040 two quite different people. One of them lived 70 years of his life as a literal prince. The other 244 00:27:25,040 --> 00:27:32,720 one is a prince of sorts, the prince of darkness, perhaps. One had fried sparrows flying into his 245 00:27:32,720 --> 00:27:39,680 mouth since birth. The other has literally bitten the necks of bats on concept stages, so the blood 246 00:27:39,680 --> 00:27:46,080 spurted. One is the very definition of upper class, the other began his life in total social 247 00:27:46,080 --> 00:27:53,680 vulnerability. What unites Ossie and the now King Charles may actually be irrelevant, but they have 248 00:27:53,680 --> 00:28:00,800 very different life experiences. And if you were to design a communication campaign and are aware 249 00:28:00,800 --> 00:28:07,520 that these two groups exist within your target group, yes, I suppose you will see the challenge 250 00:28:07,520 --> 00:28:14,080 in how the appeal is, how flexible these two people are to act on your call to action. 251 00:28:15,760 --> 00:28:21,680 There are two things you can take away from this discussion, though. One is that personas should 252 00:28:21,680 --> 00:28:29,120 not be about demographic data, such as income, marital status, etc. Rather, it is the person's 253 00:28:29,120 --> 00:28:36,320 problem to solve and their challenges, because that's where you become relevant 254 00:28:36,320 --> 00:28:43,440 with whatever matching offer or service you have. The second one is to dig deeper, otherwise you 255 00:28:43,440 --> 00:28:51,120 may miss details that are possibly relevant. So I leave it up to you and the internet managers to 256 00:28:51,120 --> 00:28:59,200 figure out if management position is a relevant segment where you work, or if it's just another 257 00:28:59,200 --> 00:29:09,200 wealthy William case. Segments help you not to get lost in all the averages and aggregates you 258 00:29:09,200 --> 00:29:17,360 encounter in Matomo. A made-up illustration is now in this image, showing that the fact that the 259 00:29:17,360 --> 00:29:23,680 average user, the grey circle in the middle, has 10 page views per visit might not be that insightful 260 00:29:23,680 --> 00:29:31,680 if actual users typically split into two groups with either one page view or 20. Segmentation is 261 00:29:31,680 --> 00:29:37,760 important because of the risks of looking at average values. Average values are sometimes not 262 00:29:37,760 --> 00:29:44,160 representative for the majority of users, and average value is meaningful only if the data is 263 00:29:44,160 --> 00:29:51,120 in a normal distribution, meaning that the average value has relatively few surprising deviations. 264 00:29:53,360 --> 00:30:00,320 This is an illustration of a normal distribution. Most data is predictably similar to the average 265 00:30:00,320 --> 00:30:07,840 value. Not all things we are interested in is distributed this way, just as the made-up example 266 00:30:07,840 --> 00:30:16,240 of average value of 10 page views per visit is not that meaningful a value. Sometimes the average 267 00:30:16,240 --> 00:30:22,480 does not describe the reality. More interesting is the observation that there are at least two 268 00:30:22,480 --> 00:30:28,080 very different groups in this data. To get clarity around what groups you need to inspect, 269 00:30:28,080 --> 00:30:34,320 you use segmentation to divide the data into different groups that can be explored separately. 270 00:30:34,320 --> 00:30:40,720 The idea is to filter out a subset of the users, see how they perform, and if they stand out in 271 00:30:40,720 --> 00:30:48,720 some way. Segmentation is done to be aware of differences, differences in how each segment 272 00:30:48,720 --> 00:30:54,320 behaves, depending on where they are located, their profession, which sub-pages they visit, 273 00:30:54,320 --> 00:31:00,960 and so forth. When reviewing your internet using analytics, it is a good idea to focus on 274 00:31:00,960 --> 00:31:08,800 to focus on few segments per repetition of the analysis. One segment could be to filter out 275 00:31:08,800 --> 00:31:15,120 users who only have a single page view and inspect where those user sessions are taking place. 276 00:31:16,240 --> 00:31:21,680 Another segment could be to watch the behavior among those who use the internet on a daily basis, 277 00:31:22,320 --> 00:31:29,200 what differentiates them from monthly users, for instance. Yet another segment may be to look at 278 00:31:29,200 --> 00:31:35,840 those who repeatedly only make a single page view. Looking at these different usage patterns 279 00:31:35,840 --> 00:31:41,280 could lead to some significant improvement actions. If, for example, you conclude that 280 00:31:41,280 --> 00:31:48,080 from your analysis that the single page viewer segment have simply given up on the internet, 281 00:31:48,080 --> 00:31:53,920 the targeted campaign could be implemented, aiming at figuring out a way of convincing them 282 00:31:53,920 --> 00:32:00,720 to try out some new features. As mentioned previously, average values do not always provide 283 00:32:00,720 --> 00:32:07,840 a particularly accurate picture of reality or actionable insights. The majority of users may have 284 00:32:07,840 --> 00:32:14,240 few usability issues. The aim of segmentation is to reveal the portion of users within the whole 285 00:32:14,240 --> 00:32:21,120 who have problems. With internet analytics, you can simultaneously manage several user groups 286 00:32:21,120 --> 00:32:29,120 in a structured way. Examples of business and operational goals measurable on an internet. 287 00:32:29,120 --> 00:32:37,440 Content published on the internet needs to align with business goals and the intentions we have 288 00:32:37,440 --> 00:32:44,000 for the internet. It is not nearly enough to assert a public interest or to continue treating 289 00:32:44,000 --> 00:32:49,600 the internet as an information dump just because some of us like to produce content. 290 00:32:49,600 --> 00:32:57,680 I have set out some examples of business goals for the internet, such as that at least 90% of 291 00:32:57,680 --> 00:33:05,360 those who begin the process to apply for BLEEM through the internet have to succeed. Otherwise, 292 00:33:05,360 --> 00:33:17,600 they are wasting their time. Perhaps you could have efficiency metrics as well. 293 00:33:17,600 --> 00:33:23,760 Metrics such as employees should easily find their contacts within the human resources 294 00:33:23,760 --> 00:33:30,320 or finance department whenever needed. That is very much a task to be done 295 00:33:31,440 --> 00:33:38,080 thing for the internet. As you notice, these examples of business goals are not limited by 296 00:33:38,080 --> 00:33:44,080 what statistics are captured automatically in Matuomo. To measure real business goals, 297 00:33:44,080 --> 00:33:52,960 you have to work both with quantitative metrics and qualitative metrics such as 298 00:33:52,960 --> 00:33:59,200 users' subjective opinions. Depending on the business goal, you might also need to look at 299 00:33:59,200 --> 00:34:06,880 other systems than Matuomo. Regarding accessibility and a measurable way to evaluate it, 300 00:34:06,880 --> 00:34:14,640 the design should probably adhere to accessibility guidelines. One such guideline is 301 00:34:16,160 --> 00:34:26,480 VCAG 2.2 at level AA, which in the European Union is a mandatory regulation since 302 00:34:27,360 --> 00:34:31,200 two years ago, I think, at least for the public sector. 303 00:34:31,200 --> 00:34:40,560 Step two out of four of the process, then. If you mention internet, you probably have access to some 304 00:34:40,560 --> 00:34:46,240 standard reporting tools. I would also guess that tool might be Matuomo since you attend this 305 00:34:46,240 --> 00:34:53,600 conference or that you are considering Matuomo in the future. In order to monitor how well the 306 00:34:53,600 --> 00:34:59,520 internet delivers on goals and metrics, we need to gather appropriate data using these data. 307 00:34:59,520 --> 00:35:06,240 It's almost certainly necessary to tune your reporting tool so that your 308 00:35:06,240 --> 00:35:13,040 reports actually measure your business goals. When you need adjustments or variations of your 309 00:35:13,040 --> 00:35:18,960 standard reports in Matuomo, you can consider premium plugin custom reports. In my experience, 310 00:35:18,960 --> 00:35:26,160 that plugin is a lifesaver. It can give you customized reports, filter data, and answer 311 00:35:26,160 --> 00:35:32,080 metric questions without the need to over and over again look at multiple other reports. 312 00:35:35,920 --> 00:35:41,840 It is good to collect data that tells the story about the goal so that we learn why something 313 00:35:41,840 --> 00:35:49,280 performed better, not only that it actually did. It may prove useful to work with a web developer 314 00:35:49,280 --> 00:35:54,480 until you have gained some knowledge of the systems involved. A large part of the benefit 315 00:35:54,480 --> 00:36:00,400 of working with the reports and methods is the learning process. Working with the system itself 316 00:36:00,400 --> 00:36:06,960 to get to know the user's behaviors and needs is something that makes each iteration of this work 317 00:36:06,960 --> 00:36:14,640 begin on a new and higher level. There are a number of widely used techniques, methods, 318 00:36:14,640 --> 00:36:20,640 and templates we can use to improve how your reports are designed and I will go through some 319 00:36:20,640 --> 00:36:31,440 of these now. First off is the conversion funnel, also premium plugin. This is funnel visualization. 320 00:36:32,560 --> 00:36:37,200 It shows that no one followed the desired path from the landing page to one at the top. 321 00:36:37,840 --> 00:36:46,560 This funnel has that first step as optional and we can see in the middle that users coming in 322 00:36:46,560 --> 00:36:54,400 the funnel on that level converts at 25 percent rate towards the goal called signed up. A funnel 323 00:36:54,400 --> 00:36:59,680 like this indicates room for improvement. Probably we are distracting the users with 324 00:36:59,680 --> 00:37:05,920 more tempting content or in this case the landing page is not optimized as pushing users down the 325 00:37:05,920 --> 00:37:13,440 funnel. The conversion is when a user action results in a measurable contribution towards 326 00:37:13,440 --> 00:37:21,360 a business goal, for instance signing up for the corporate newsletter or being successful in some 327 00:37:21,360 --> 00:37:28,640 self-service process at the internet. Probably the most common method to visualize a multi-step 328 00:37:28,640 --> 00:37:34,160 process is to use the conversion funnel. It is particularly well suited to visualize where 329 00:37:34,160 --> 00:37:41,040 users fail in a process with several stages. You define the starting point and then measure the 330 00:37:41,040 --> 00:37:47,840 click-through rate on each part, that is how many users you lose on the road towards the goal. 331 00:37:49,440 --> 00:37:54,320 All objectives cannot be measured by using the collected data, the already collected data in 332 00:37:54,320 --> 00:38:01,600 Matomo, but some do depending on your implementation. It is not solely about users click and their 333 00:38:01,600 --> 00:38:08,480 behavior. We need to evaluate other forms of quality indicators. This is a list of quality 334 00:38:08,480 --> 00:38:17,520 indicators not drawn from statistics tools that a communications department can use to measure 335 00:38:17,520 --> 00:38:28,240 quality. Things like to list heavy images that are slow to load especially from mobile users, 336 00:38:29,920 --> 00:38:31,360 find duplicate content, 337 00:38:31,360 --> 00:38:38,720 documents called something inappropriate such as new word document, has no title at all or other 338 00:38:38,720 --> 00:38:48,240 common mistakes that make it difficult to find the content on the internet, or that content lacks 339 00:38:48,240 --> 00:38:55,440 crucial metadata like page description or keywords to help them turn on search engine. 340 00:38:55,440 --> 00:39:01,200 Talking about search, an easy test you can perform on your own internet is to search for what's not 341 00:39:01,200 --> 00:39:08,320 supposed to give any results, as in the illustration here when I search for Microsoft Word which ends 342 00:39:08,320 --> 00:39:16,880 up being the document title if a user is foundling. Where I used to work until recently we have about 343 00:39:16,880 --> 00:39:24,000 one million pages and documents in our search index with the help of the search engine. You can 344 00:39:24,000 --> 00:39:29,360 behind the scenes compile a lot of interesting statistics, at least if you consider the search 345 00:39:29,360 --> 00:39:36,800 feature just as any other user interface to analyze. For instance we could see from search 346 00:39:36,800 --> 00:39:43,440 robot statistics that 89 percent of the internet lacks keywords, but we could also see that 347 00:39:43,440 --> 00:39:49,840 statistics that 89 percent of the internet lacks keywords, in other words nine out of ten 348 00:39:49,840 --> 00:39:55,600 pages and documents are not really competing in the battle to reach the top of the internal search 349 00:39:55,600 --> 00:40:02,000 engine. Then it's no wonder that the search engine has a hard time figuring out what is 350 00:40:02,000 --> 00:40:10,080 the most relevant content to some search queries. Most internets do have some sort of search feature, 351 00:40:10,080 --> 00:40:16,640 at the very least you ought to try to learn what keywords or phrases the users use. An extremely 352 00:40:16,640 --> 00:40:24,080 actionable thing is if you also track searches that return no result, zero hits. If a search phrase is 353 00:40:24,080 --> 00:40:32,880 reasonable then it should have a result. You might have issues with synonyms or that perhaps vital 354 00:40:32,880 --> 00:40:39,440 content is lacking. You could also consider to track the click behavior in the search results 355 00:40:39,440 --> 00:40:45,600 there is an expected distribution on how much clicks the first entry would get, the second 356 00:40:45,600 --> 00:40:53,360 would get about half of that etc. And perhaps you would track clicks that are not the top three in 357 00:40:53,360 --> 00:41:00,320 the results or that an entry got twice as much clicks than is expected for its ranking in the 358 00:41:00,320 --> 00:41:08,160 results etc etc. And I highly recommend Louise Rosenfeld's book called Search Analytics for 359 00:41:08,160 --> 00:41:14,880 Your Site if you are curious about a method to evaluate search features and ranking. 360 00:41:16,320 --> 00:41:21,680 The next step is of course to look at, compare and analyze all the data you have gathered. 361 00:41:22,480 --> 00:41:27,920 The objective of the analysis phase is to understand why users behave in a certain way or 362 00:41:27,920 --> 00:41:33,840 think the way they do. This is where you identify the obstacles that prevent users from carrying out 363 00:41:33,840 --> 00:41:39,840 activities and what you can do to remove the obstacles, improve efficiency, conversion and 364 00:41:39,840 --> 00:41:46,800 usability. The first thing you need to consider in your analytics is whether you have enough data 365 00:41:46,800 --> 00:41:53,920 to draw conclusions. Even if you find that you have too little data to draw large and far-reaching 366 00:41:53,920 --> 00:42:02,640 conclusions your data can suggest how you can transition the test to a larger scale and please 367 00:42:02,640 --> 00:42:07,520 don't get stuck in this phase. It's easy to find that you have spent more time analyzing than 368 00:42:07,520 --> 00:42:13,120 actually improving the internet. And you should also be aware of any seasonal variations that 369 00:42:13,120 --> 00:42:19,360 can affect the results of your review. There are peak times during the year for specific content 370 00:42:19,360 --> 00:42:26,400 and support for used on internet. For example it's common for people to forget their passwords over 371 00:42:26,400 --> 00:42:32,960 the summer holidays so demand for replacement passwords peaks when people return to work. 372 00:42:33,600 --> 00:42:39,280 This is an example of how to use your internet analytics to support the priorities of the 373 00:42:39,280 --> 00:42:45,360 editorial work on the internet. If people have extraordinary difficulties remembering their 374 00:42:45,360 --> 00:42:51,920 passwords at the end of holiday season then it's probably efficient to introduce some well-placed 375 00:42:51,920 --> 00:43:01,680 support information on how to act when one has forgotten one's password. And you should 376 00:43:02,560 --> 00:43:08,480 I think document the analytic efforts and findings based on the data you collected, processed and 377 00:43:08,480 --> 00:43:16,000 analyzed. You document the findings and lessons learned and you may choose to introduce your 378 00:43:16,000 --> 00:43:22,000 conclusions by stating the level of confidence you have in the analytics. This is wise especially 379 00:43:22,000 --> 00:43:29,120 if major decisions are likely to be taken on the basis of your analysis. Nothing wrong with 380 00:43:29,120 --> 00:43:36,320 being humble. I think this is not an exact science after all. So keep a log for future reference 381 00:43:36,320 --> 00:43:47,360 writing down which methods were used for each test etc. And also note what needs improvement 382 00:43:47,360 --> 00:43:53,840 and require another iteration through the entire analysis process. It's not unusual that you cannot 383 00:43:53,840 --> 00:44:00,240 find conclusive proof to make the case for one option or the other. And the last step in this 384 00:44:00,240 --> 00:44:07,840 process is to make improvements based on the evaluated hypothesis and the conclusions drawn 385 00:44:07,840 --> 00:44:13,680 from the analysis phase. You make a list of prioritized improvements. The improvements you 386 00:44:13,680 --> 00:44:20,080 think will matter most. It is not always easy to make those judgments. Some efforts may have 387 00:44:20,080 --> 00:44:25,840 minor impact while being an easy task and other tasks can be complex because they have external 388 00:44:25,840 --> 00:44:32,800 dependencies. No matter what, now at least you have a list of things to do and stuff you know 389 00:44:32,800 --> 00:44:40,560 is going to improve the user experience. An example of task in the improvement phase is to 390 00:44:40,560 --> 00:44:46,800 rearrange the positions of buttons to enhance usability. Something perhaps only beneficial for 391 00:44:46,800 --> 00:44:54,640 the user segment with smaller screens. And as I said before, you need to be able to 392 00:44:54,640 --> 00:45:00,560 do that. And after making your improvements, it's time for another iteration of the process. 393 00:45:00,560 --> 00:45:06,960 Internet analytics is not a project and it's never finished. The usefulness of each iteration of the 394 00:45:06,960 --> 00:45:12,560 analysis is that you get the chance to look critically at objectives, goals, and metrics 395 00:45:13,440 --> 00:45:20,480 to see if you think they still prove useful. Most likely over time you will revise, supplement, 396 00:45:20,480 --> 00:45:29,600 and verify them. And that's it. Something's up. I hope you got some great takeaways from this talk 397 00:45:29,600 --> 00:45:38,640 and to repeat the most important points I would like to pick these for. Try to set some measurable 398 00:45:38,640 --> 00:45:44,560 goals with your internet. It makes using Matomo more self-explanatory since you have conversions 399 00:45:44,560 --> 00:45:52,160 to indicate something of value inside of Matomo. Don't do internet statistics, do analytics. 400 00:45:53,360 --> 00:45:59,200 And that entails looking for actionable insights. You should use both qualitative 401 00:45:59,200 --> 00:46:07,680 and quantitative methods. They complement each other. Don't measure activity, focus on results. 402 00:46:07,680 --> 00:46:14,160 Good luck. And the consoling thought is that most other organizations also seem to suck at 403 00:46:14,160 --> 00:46:24,480 internet analytics. Let's do better. Any questions? Then you find me in the conference chatroom. 404 00:46:24,480 --> 00:46:38,080 If you'd like, you could also email me. Thank you for your attention. 405 00:46:38,080 --> 00:46:45,120 Thank you everyone for joining this session. As Markus mentioned, you can continue the conversation 406 00:46:45,120 --> 00:46:51,520 in the chat if you have further questions. I also wanted to let you know that the next round of 407 00:46:51,520 --> 00:46:58,080 sessions will start at 1 p.m. after the lunch break. So we hope to see you then.