商机扫描Opportunities scan

使用工作区分析的分析师有时会想到要解决的目标或问题。An analyst who uses Workplace Analytics sometimes has in mind a goal or problem that they want to solve. 例如,他们可能知道要检查的问题,以及谁要遇到的少,无论是协作超载、工作时间过长还是其他事情。For example, they might know of a problem to examine and which pockets of people are suffering from it, whether it is collaboration overload, excessive time worked after work hours, or something else.

有时商机不明显。Sometimes opportunities are less obvious. 为此,可以充分利用工作区分析跟踪的多种工作区指标。For this, it's possible to take advantage of the many workplace metrics that Workplace Analytics tracks. 根据工作区分析从可用的 Office 365 数据中定期提取的数据计算这些指标。These metrics are calculated from data that Workplace Analytics extracts, on a regular basis, from available Office 365 data.

工作区分析将自动扫描以确定是否有任何 显示特殊指标中的异常数。Workplace Analytics automatically scans to determine whether any groups show unusual numbers in particular metrics. 然后指出哪些组显示了这些指标的异常活动,例如,过多的低质量会议或缺少焦点时间。It then points out which groups show unusual activity on those metrics – for example, an excess of low-quality meetings, or a lack of focus time.

然后,作为具有分析师、有限分析员或 PM 角色的工作区分析用户,您可以启动计划来响应此异常活动。Then, as an Workplace Analytics user with the analyst, limited analyst, or PM role, you can start a plan to respond to this unusual activity. 若要执行此操作,您可以使用 "商机扫描" 功能为受影响的组创建此类计划。To do this, you'd use the Opportunities scan feature to create such a plan for the affected group.

使用 "商机扫描" 查找潜在的商机Use Opportunities scan to find potential opportunities

工作区分析作为标准的每周数据处理的一部分,每周运行基于 AI 的检测。Workplace Analytics runs AI-based detection every week as part of the standard weekly data processing. 此检测会查找数据中的离群值和异常情况,具体来说,它会扫描以确定是否有任何组显示以下指标的异常数:This detection seeks outliers and anomalies in the data – in particular, it scans to determine whether any groups show unusual numbers for the following metrics:

  • 专注工作时间Focus hours
  • 与会者会议时间Attendee meeting hours
  • 冲突的会议时间Conflicting meeting hours
  • 多任务会议时间Multitasking meeting hours
  • 低质量会议时间Low quality meeting hours
  • 在几小时的协作时间After hours collaboration hours

查找商机To find an opportunity

每周将扫描作为标准工作区分析处理的一部分运行,并在出现新发现的商机后立即将其运行。Scans are run weekly as part of standard Workplace Analytics processing runs, and newly discovered opportunities are surfaced as soon as they are available. 若要查找一个或多个新发现的商机,请查看 " 商机 " 页面。To find one or more newly discovered opportunities, check the Opportunities page.

角色: 分析师、受限分析师或项目经理Role: analyst, limited analyst, or program manager

  1. 打开 工作区分析Open Workplace Analytics. 如果出现提示,请使用你的工作帐户登录。If prompted, sign in with your work account.

  2. 在 " 计划 " 页上,选择 " 商机"。On the Plans page, select Opportunities.

    选择商机

    此页面显示最新的扫描结果,这些结果将显示为一个或多个组的商机。This page shows the most recent scan results, which are presented as opportunities for one or more groups.

    Note

    如果工作区分析在出现商机的数据中无法检测到任何内容,则会显示一则 "无法加载任何机会" 的通知。If Workplace Analytics cannot detect anything in the data that would present an opportunity, it displays a notice that reads, "No opportunities could be loaded. 请稍后再查看。 "Please check back later."

  3. 考虑要争取的商机。Consider which of the opportunities you would like to pursue. 在决定从商机启动计划后,请转到 " 创建计划"。After you've decided to start a plan from an opportunity, go to Create a plan.

创建计划Create a plan

在下面的示例演练中,我们将查看 增加焦点 的机会,了解如何利用商机为组创建计划。In the following example walkthrough, we look at the Increase focus opportunity to see how to take advantage of an opportunity to create a plan for a group.

从商机启动计划To start a plan from an opportunity

角色: 分析师、受限分析师或项目经理Role: analyst, limited analyst, or program manager

  1. 找到并选择 " 增加焦点 " 商机。Locate and select the Increase focus opportunity.

    "商机" 区域

    在此机会中,此页面简要介绍了 () 最重要的工作,并通过利用商机来突出可能的好处的机会的用途。For this opportunity, this page briefly describes the purpose of the opportunity (gain time for the work that matters most) and highlights possible benefits by taking advantage of the opportunity. 对于此示例,工作区分析标识了公司中的五个组,且焦点较多的工作时间。For this example, Workplace Analytics identified five groups in the company that have limited focus hours.

    通过利用此机会, 成员可以获取新的焦点时间每周98.4 小时的聚合。By taking advantage of this opportunity, the members of the group could gain up to an aggregate of 98.4 hours per week of new focus time. (更专注的时间,越好。 ) (The more focus time, the better.)

  2. 计划 > 商机 > 结果页面包含有关商机的详细信息。The Plans > Opportunities > Result page has details about the opportunity.

    提高聚焦潜力

    (其他商机(如 更好的会议有效性),请遵循此相同的数据演示模型。 ) (The other opportunities, such as Better meeting effectiveness, follow this same model of data presentation.)

    " 选择要分析的组 " 下显示的组标识为可能会从计划中受益。The groups that are shown under Select a group to analyze are identified as potentially benefiting from a plan. 如果某个组在此列表中显示了多周,则会收到有关此商机的通知。If a group has appeared in this list for multiple weeks, they get a notification about this opportunity.

  1. (可选) 使用页面底部右侧的 "拇指向上" 或 "拇指向下" 图标来指示此商机与您的组织的相关性。(Optional) Use the thumbs-up or thumbs-down icons at the right on the bottom of the page to indicate the relevance of this opportunity to your organization.

  2. 若要为已选择的组创建计划,请选择 " 开始计划"。To create a plan for the group that you have selected, select Start plan.

    创建计划

    这将打开 " 设置新计划 " 面板,其中显示了此计划的默认设置。This opens the Set up new plan panel that shows the default settings for this plan.

    设置新计划

  3. (可选) 更改计划的设置。(Optional) Change the settings of the plan. 您可以编辑其名称、开始日期和目标。You can edit its name, the start date, and the target. 完成设置后,选择 " 验证"。Once you're finished with the settings, select Validate. 请注意,无法编辑参与者的数量。Note that the number of participants cannot be edited. 它由管理员上载的组织数据决定。It is determined by the organizational data that your admin has uploaded.

    工作区分析报告组是否已成功验证,同时还会显示生成的所有警告。Workplace Analytics reports whether the group successfully validated, and it also displays any warnings that are generated. 有关这些警告和验证失败时的选项的详细信息,请参阅 验证For more information about these warnings and about the options upon a validation failure, see Validation.

  4. 在组成功验证后,请转到 以创建计划After the group validates successfully, go to To create the plan.

创建计划To create the plan

角色: 分析师、受限分析师或项目经理Role: analyst, limited analyst, or program manager

在您选择的组成功验证后,"工作区分析" 将显示有关组的见解。After the group that you've selected validates successfully, Workplace Analytics displays insights about the group. 它们向您显示组的编号与您选择的上下文的单位平均值有何不同。They show you how the group's numbers differ from company averages for the context that you chose. 例如,如果您选择创建 焦点 计划,则工作区分析将显示指标 — (如每周会议中的小时数) — ,说明此组中的人员可以从更多焦点时间获益的原因。For example, if you chose to create a Focus time plan, Workplace Analytics displays metrics—such as the number of hours in meetings per week—that illustrate why the people in this group could benefit from more focus time. (尽管这些见解是信息性的,但它们不是交互式的。 ) (Although these insights are informative, they are not interactive.)

工作区分析还会显示计划的默认设置,您可以按如下所示进行编辑:Workplace Analytics also displays default settings for the plan, which you can edit as follows:

  1. (可选) 将 计划名称 更改为对您更有意义的名称,而不是建议的值。(Optional) Change the Plan name to a name more meaningful to you than the suggested value.

  2. (可选) 将 计划目标 更改为其他值。(Optional) Change the Plan target to a different value. 请注意,只能选择基于百分比的目标,例如,在工作时间之后的10% 减少。Note that you can select only percentage-based targets, such as a 10% decrease in after-hours work.

  3. (可选) 设置 计划持续时间(Optional) Set the Plan duration. 若要执行此操作,请设置开始日期。To do this, set the start date. (您必须选择一个星期日,因为所有计划都从星期日开始。 ) 然后计算并显示计划的结束日期。(You must choose a Sunday because all plans start on Sundays.) The plan's end date is then calculated and displayed.

  4. (可选) 向下滚动到 "规划的帮助 " 部分,其中包含用于 书籍和保护的卡片, 保持焦点跟踪进度(Optional) Scroll down to the How Plans will help section, which contains cards for Book and protect, Stay focused, and Track progress.

    计划将如何帮助

    若要查看此计划将如何针对参与者显示,请选择 " 查看预览"。To see how this plan will appear for participants, select See preview. 在这里,你将看到内嵌建议、个人仪表板和参与计划的每周摘要的示例。Here, you see examples of the inline suggestions, the personal dashboard, and the weekly digest that people will experience while participating in the plan. 与见解类似,这些预览是信息性的,而不是交互式的。Similar to the insights, these previews are informative but not interactive.

    在这些预览中,你可以看到参与者将学习的 "习惯" 的简短说明。In these previews, you can see a brief description of "habits" that participants will learn about. 按照这些习惯,可以帮助他们达到计划的目标。Following these habits can help them reach their plan’s target. 例如,重新安排与他们的聚焦时间冲突的会议是一种习惯,可帮助参与者达到越来越多的聚焦时间的目标。For example, rescheduling meetings that conflict with their focus time is a habit that can help a participant reach a target of increased focus time. 为每种计划类型建议了三种习惯。Three habits are suggested for each plan type.

  5. 选择 " 创建计划"。Select Create plan. 这将计划为您选择的组选择的计划将从为 计划持续时间显示的日期开始和结束。This schedules the plan you chose for the group you selected to start and end on the dates displayed for Plan duration.

计划的计划启动后,将收集有关其进度的数据。After the scheduled plan starts, data about its progress is collected. 您可以通过跟踪计划来查看此数据。You can view this data by tracking the plan. 请参阅 跟踪计划See Track plans.

跟踪计划Track plans

角色: 分析师、受限分析师或项目经理Role: analyst, limited analyst, or program manager

您可以在 " 管理 " 页上跟踪计划。You can track plans on the Manage page. 使用此页面可在计划启动后测量目标上的进度,以及计划的投资回报。Use this page to measure progress on the target since the plan started, as well as ROI for the plan.

跟踪活动计划To track an active plan

  1. " 计划 > 管理 " 页上的表显示可以是已计划或活动的计划。The table on the Plans > Manage page shows plans that can be either scheduled or active. 若要查看活动计划,请在表上方的工具栏中选择 " 活动 "。To see active plans, select Active in the toolbar above the table.

  2. 在要调查的计划的行中,选择 " 跟踪 " 以查看跟踪仪表板,该仪表板显示计划到此点的进度信息。In the row of the plan you want to investigate, select Track to see the tracking dashboard, which shows information about the progress of the plan up to this point.

概念Concepts

以下各节提供的信息可帮助您在使用工作区分析的商机扫描功能时执行以下操作:The following sections provide information that can help you as you use the Opportunities scan feature of Workplace Analytics:

什么是组?What is a group?

将计划分配给组,但只是构成组?You assign plans to groups, but just what constitutes a group? 对于 "商机扫描",组是将所有报告给同一经理的单个参与者团队。For Opportunities scan, a group is a team of individual contributors who all report to the same manager.

管理者由管理员在组织 (HR) 数据中定期上载的 ManagerId 属性表示。Managers are represented by the ManagerId attribute that admins upload regularly in organizational (HR) data. ManagerId 是组织数据文件中的五个强制性属性之一。ManagerId is one of the five mandatory attributes in the organizational data file. 在工作区分析处理此数据时,它会生成一个代表整个组织结构的管理层次结构。As Workplace Analytics processes this data, it generates a management hierarchy that represents the entire organizational structure.

组是从此组织数据结构中定义的,由其经理名称表示。Groups are defined from this organizational data structure and represented by their manager names. 通过使用您为 上载的组织数据 文件中的 ManagerID 属性提供的值,可以从 Active Directory 中获取管理器名称。Manager names are obtained from Active Directory by using the values that you provided for the ManagerID attribute in the uploaded organizational data file. 然后,在 结果 页中显示这些管理器名称以代表组。These manager names are then displayed in the Result page to represent the groups.

Important

组的数据仅包含经理团队的数据。Data for a group includes only the data for a manager's team. 它不 包含管理 器的数据。It does not include the manager's data.

ValidationValidation

在验证过程中,工作区分析将针对每个潜在参与者检查以下各项:During validation, Workplace Analytics checks the following about each potential participant:

  • 有效地址?Valid address? 他们的电子邮件地址是否有效?Is their email address valid? 此检查可帮助验证该人员对公司是否仍然有效。This check helps verify that the person still works for the company. "无效" 电子邮件地址表示电子邮件地址格式不正确,或者用户不是度量的员工 (他们没有工作区分析许可证或无法在) 处理其数据。An "invalid" email address means that the email address was formatted incorrectly or that the person is not a measured employee (they have no Workplace Analytics license or their data could not be processed).
  • 有许可证?Have licenses? 他们是否具有 MyAnalytics 许可证和工作区分析许可证?Do they have a MyAnalytics license and a Workplace Analytics license? 若要参与某个计划,它们必须同时具有这两者。To participate in a plan, they must have both.
  • 在计划中?In a plan? 是否已在计划中注册?Are they already enrolled in a plan? 一个人一次只能在一个计划中。A person can be in only one plan at a time.
  • 是否已选择退出?Opted out? 他们是否选择 MyAnalytics?Have they opted out of MyAnalytics? 如果此人已选择退出,则他们将无法参与计划。If the person has opted out, they cannot participate in plans.

验证后,工作区分析将报告结果,包括合格参与者的数量。After validation, Workplace Analytics reports the results, including the number of qualified participants. 结果还会显示任何警告,其中包括已失败任何测试的参与者的数目。The results also show any warnings, which include the numbers of participants who’ve failed any tests.

验证警告

这里显示了三个可能的错误。Three of the possible errors are shown here. 如果您的合格参与者的数量 (25,在此示例中) 高于最小组大小,则可以在计划中向前移动。If your number of qualified participants (25, in this case) is above the minimum group size, you can move forward with the plan. (可以直接 开始计划。 ) (You can go right to Start the plan.)

如果合格的参与者数量低于最小组大小,则不能按那样继续执行此组。If the number of qualified participants falls below the minimum group size, you cannot proceed with this group as it is. 若要向前移动,需要在工作区分析之外进行更改。To move forward, you need to make changes outside of Workplace Analytics. 例如,您可以要求管理员将许可证分配给缺少这些许可证的用户,也可以尝试使用其他组。For example, you could ask an admin to assign licenses to those who are missing them, or you could try a different group.

对于已自愿退出或已在计划中的员工,此时无法在计划中注册。As for employees who have opted out or are already in a plan, you cannot enroll them in a plan at this time.