111 Mountain Brook Drive
Suite 204
Canton GA 30115 USA
What is the Business Insights: Black Belt Level 1 certification curriculum?
(Formerly known as Bronze)
Learn how to turn your data into powerful fact-based selling stories – storytelling with data. This program consists of three core programs that develop your skills to analyze data, find the key insights and communicate them clearly and concisely to facilitate faster and better business decisions.
The Business Insights (BI 1) course covers the analytical tools or the mechanics of business insights to increase speed and proficiency, so more time can be allocated to analyzing data.
In 25+ years of teaching CPG professionals’ business analytics, we have learned that almost everyone we taught improved their retail math and Excel proficiency with this program. In addition, this course will begin to discuss the Analytical Thinking Grid™ as well as how to create best-in-class data visualization charts.
Course Content:
The courses use retail business situations to explore the following topics. In addition, with excel there are often 4 to 5 ways to complete the same task – but not all of them are efficient or correct. We will only teach the most efficient way.
Retail Math:
- Percent change
- Difference, ratio, percent difference
- Share (both mix and market)
- Opportunity gap
- Average retail price
- Delta Six-Pack®
Excel Charts:
- Column charts
- Bar charts
- Line charts
- Jazz-Hands(TM) charts
- Chart template creation and usage
- Charting tips and tricks
Excel Formulas & Functions:
- Navigation and formatting
- Shortcuts, tips and tricks (Bread Crumb Trail®)
- Functions including: SUM, AutoSum, IF, and SUMIF
Delivery options:
- In-person
- Live virtual classroom
- Self-paced online courses
Time commitment:
- Course: 2 days
- Practice exercises and quizzes (self-paced online):
- Required: 6-12 hours
- Optional extra: 12-24 hours
Self-paced online courses (included with all delivery options):
- Retail Math
- Excel Formulas & Functions
- Excel Charts
- Excel PivotTables – Not part of the learning path but is part of the bundle of Excel courses you receive. PivotTables are an instrumental tool for effective and efficient data analysis.
12 months of access for online courses.
Business Insights Learning Path Sequence and Timing
Business Insight Black Belt Level 1 self-paced online courses and additional resources will be available to the participant for 12 months starting at the commencement of the first in-person, virtual classroom workshop. Payment must be received prior to online access.
The Delta Business Insights program focuses on teaching individuals how to analyze the data, find the critical key insights and then communicate them effectively. This critical skill is 90% of Category Management. If you can’t find the stories then developing action plans will not help. Learn advanced category management analytical skills with Delta.
Who Would Benefit?
This program is designed for individuals who need to have a proven level of competency to analyze data, find the critical insight, write a powerful story, and use best-in-class data visualization that supports the story which facilitates faster and better business decisions. The individual will have proven demonstrable skills by scoring a 70%+ on a 3-hour, closed book, proctored exam.
Past attendees represent sales, marketing, finance, supply chain, and business analysts who need to demonstrate a mastery of understanding by passing an exam.
What else comes with the Business Insight Black Belt curriculum?
Business Insight Resource Center
When you register for the Business Insight Black Belt Level 1 certification learning path, you will have access to these additional resources.
This section of your eLearning experience will continually be updated with new ideas, case studies or other tools.
The Good, the Bad & the Ugly – This section showcases real examples found in publications (e.g., newspapers, websites, annual reports). We will challenge you to find the issues and then provide alternative ways the author could have communicated their ideas more clearly. This is a fun way to keep your business insight skills sharp by critiquing others’ work. (coming in 2022).
Application Library – This section provides examples and templates to analyze different business scenarios. For example: forecast versus actual, warranties shipped, call-center sales, sell-in versus sell-out, fill rates, household buyer rates, and usage occasions analysis. We will periodically add new case studies to this library. If you have any ideas not presented in the library, please let us know. (coming in 2022).
Downloadable resources – As part of your curriculum, you will be able to download our math formula card and business insight process card.
Business Insights Book – For in-person workshops you will receive a copy of our book: Business Insights: How to Find and Effectively Communicate the Golden Nuggets in Retail Data.