Key Elements of Launching Data Analytics
1 Launching Data Analytics 101
When you register for the program, you’ll gain access to an online tutorial to walk you through the basics of data analytics, the resources needed to launch a data analytics program and how to complete the BootCamp Preparation Workbook.
The objective of the online tutorial is to provide you the foundation you need to prepare for the on-site BootCamp.
- What is analytics?
- What analytics should you offer?
- What differentiates analytics for advisory services from analytics within attest?
- How do you define analytics for your firm?
- How can you identify the need in your client base?
- How do you find existing expertise?
- How do you determine goals for the service line?
- What’s the time frame for building and launching the service line?
During this session, Jeremy will also introduce a method for defining levels to use for measuring success as the service line matures.
2 BootCamp Preparation
Before firm members attend the 2.5 day workshop, we’ll lay the groundwork for success.
Upstream will provide guidelines for launching a successful service line. Using a planning platform, we’ll help you:
- Define the analytics service line
- Select service line owners
- Identify goals for the new service line
- Identify your initial industry of focus
- Explore possible revenue streams
- Identify competitors
- Pinpoint your firm’s differentiators
- Identify leadership and choose your ideal team attributes
- Draft initial KPIs
The Launch Team will work through the BootCamp Preparation to ensure they arrive ready to work and can leave the workshop with a complete plan to launch a successful data analytics service line.

3 Launching Data Analytics BootCamp
Those selected for your firm’s Launch Team will meet for a 2.5 day Data Analytics BootCamp. This session will be highly interactive and allow teams to discuss key concepts necessary to launch a data analytics service line.
Topics will include the challenges in starting a new service line, strategies to overcome these challenges, technology considerations, personnel training, marketing the service both inside and outside the firm, sustainability, and profitability. Attendees will leave the BootCamp with a plan and the tools they need to launch a successful and profitable data analytics service line.
4 Experienced Instructor
Thought leader for our profession, Jeremy Clopton, has years of experience navigating the challenges of starting and running a successful niche.
Jeremy Clopton gained his real world experience from his work with one of the top accounting and consulting firms in the country, where he led the firm-wide Big Data & Analytics practice. During his 12 years there, Jeremy gained extensive experience in data analytics, fraud prevention, and business intelligence, but his real passion was going beyond providing the services clients asked for – to help them determine what they needed for future success. Jeremy believes in the potential of data and technology to transform firm practice management, leadership, and firm culture.
A dynamic and insightful presenter, Jeremy speaks both in the US and abroad at industry events, as a faculty member for the ACFE and as an instructor at the Management Development Institute at Missouri State University. His dedication to not just meeting, but exceeding, client expectations makes him a favorite for participants.
5 Continuing Professional Education (CPE)
Upstream Academy will recommend CPE credit based on the level of participation in this course. Prerequisite: None Advanced Preparation: None. Skill level: Overview
Upstream Academy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
6 Unconditional Guarantee
We’re confident that Launching Data Analytics will be of immeasurable value to you. Like everything we do at Upstream Academy, this program is unconditionally guaranteed to your full satisfaction. If you’re not completely satisfied, we will, at your option, either waive your fee or accept that portion of the fee that reflects your level of satisfaction. |