Methodological

  1. Similar to previous analyses, we are primarily looking at the year leading up to a decision.

  2. We are not looking at ‘integrated’ partnerships. That is, we are focusing on utilization at the account where the renewal decision is made.

AAF Analysis

Key Takeaways

Renewal by Decision Type
  1. NNLOA is hovering just above 50%, which is relatively low.
  2. Opt Out performance and volume is buoying overall renewal rate.
Renewal Ratio by Decision Type
DecisionType N ATL Dropped Ratio Perc_Renewed
Need New LOA 92 51 41 1.2 55.4%
Opt In 3 2 1 2.0 66.7%
Opt Out 59 54 5 10.8 91.5%
Total 154 107 47 2.3 69.5%
Renewal Rate by Account Segment
  1. Decent amount of variation in performance across segments.
  • Large P&P at the top and almost twice as likely to renew as Regional Private (low N)
  1. Opportunity: A few extra % points in Regional Public, where the N is relatively large, would bring the whole product up.
Renewal Ratio by Account Segment
AccountSegment N ATL Dropped Ratio Perc_Renewed
International 12 9 3 3.0 75.0%
Large Public & Private 65 52 13 4.0 80.0%
Regional Private 16 7 9 0.8 43.8%
Regional Public 43 28 15 1.9 65.1%
Selective 18 11 7 1.6 61.1%
Renewal by Decision Type & Segment
  1. NNLOA particularly poor in the Regional Space.
  2. Opt Outs perform well in the Regional Space, albeit below the Large P&P standard.
Renewal Ratio by Account Segment
AccountSegment DecisionType N ATL Dropped Ratio Perc_Renewed
International Need New LOA 10 7 3 2.3 70.0%
International Opt Out 2 2 0 Inf 100.0%
Large Public & Private Need New LOA 41 29 12 2.4 70.7%
Large Public & Private Opt In 1 1 0 Inf 100.0%
Large Public & Private Opt Out 23 22 1 22.0 95.7%
Regional Private Need New LOA 10 2 8 0.2 20.0%
Regional Private Opt Out 6 5 1 5.0 83.3%
Regional Public Need New LOA 21 9 12 0.8 42.9%
Regional Public Opt In 2 1 1 1.0 50.0%
Regional Public Opt Out 20 18 2 9.0 90.0%
Selective Need New LOA 10 4 6 0.7 40.0%
Selective Opt Out 8 7 1 7.0 87.5%
AAF Bundled w/ Nav, Broken Out by Decision Type
  1. NNLOA is boosted by its associated with Navigate contracts.
  2. Opt Outs for bundles with Navigate perform fantastically.
Renewal Ratio by Navigate Bundling
AAF_Nav DecisionType N ATL Dropped Ratio Perc_Renewed
0 Need New LOA 78 40 38 1.1 51.3%
0 Opt In 1 1 0 Inf 100.0%
0 Opt Out 34 29 5 5.8 85.3%
1 Need New LOA 14 11 3 3.7 78.6%
1 Opt In 2 1 1 1.0 50.0%
1 Opt Out 25 25 0 Inf 100.0%
GRP 3-4
  1. Looks like AAF renews very well when the partner is of the 3-4 type.
Renewal Ratio by Navigate Bundling
GRP3-4 N ATL Dropped Ratio Perc_Renewed
0 145 98 47 2.1 67.6%
1 9 9 0 Inf 100.0%
Impact Interaction Volume Histogram
  1. Central Tendency is moving much closer to 4!
  2. Still a decent number of renewals with 0-1 interactions in the year leading up to the renewal.

##### Renewal by Interaction Volume, Unbinned

  1. Impact interaction volume @ around 4 is when we climb above the average.
  2. What happens @6 is an eyesore and might need further investigation.
  3. Otherwise, generally increasing renewal rates as engagement increases.
Renewal Ratio by Impact Interaction Volume
II_Credited_Volume N ATL Dropped Ratio Perc_Renewed
0 13 7 6 1.2 53.8%
1 19 12 7 1.7 63.2%
2 17 9 8 1.1 52.9%
3 27 18 9 2.0 66.7%
4 23 17 6 2.8 73.9%
5 19 14 5 2.8 73.7%
6 13 8 5 1.6 61.5%
7 10 10 0 Inf 100.0%
8 5 5 0 Inf 100.0%
9 4 4 0 Inf 100.0%
10 3 3 0 Inf 100.0%
12 1 0 1 0.0 0.0%
Renewal by Impact Interaction Volume, (Binned)
  1. 4+ is still the threshold.
  2. No meaningful difference between 1 and 2-3.
Renewal Ratio by Impact Interaction Volume (Binned)
II_Volume_Bins N ATL Dropped Ratio Perc_Renewed
0 13 7 6 1.2 53.8%
1 19 12 7 1.7 63.2%
2-3 44 27 17 1.6 61.4%
4-6 55 39 16 2.4 70.9%
7+ 23 22 1 22.0 95.7%
Renewal by Previous Yr Impact Interaction Volume
  1. Tough to figure out a pattern, as there is a lot of variation.
  2. Some schools did not have a previous year - captured by NA.
Renewal Ratio by Previous Year Impact Interaction
PreviousYr_II_Volume N ATL Dropped Ratio Perc_Renewed
0 14 8 6 1.3 57.1%
1 15 10 5 2.0 66.7%
2 17 11 6 1.8 64.7%
3 19 8 11 0.7 42.1%
4 17 15 2 7.5 88.2%
5 12 9 3 3.0 75.0%
6 10 6 4 1.5 60.0%
7 6 4 2 2.0 66.7%
8 3 1 2 0.5 33.3%
9 2 1 1 1.0 50.0%
10 2 2 0 Inf 100.0%
13 1 1 0 Inf 100.0%
27 1 1 0 Inf 100.0%
NA 35 30 5 6.0 85.7%
Trend of Impact Interactions YoY

Note: (-1 = Negative Trend, 0 = Neutral, 1 = Positive Trend)

  1. We can safely say that decreasing usage YoY is an indicator of decreased likelihood to renew.
  2. Stability YoY performs just below the average.
  3. Increasing consumption YoY is correlated with higher renewal rates.
Renewal Ratio by Previous Year Impact Interaction
Volume_Trend N ATL Dropped Ratio Perc_Renewed
-1 44 25 19 1.3 56.8%
0 20 13 7 1.9 65.0%
1 90 69 21 3.3 76.7%
Simple Regression for Impact Interaction Volume
  1. The Estimate for Impact Interaction Volume is Positive -> increased consumption means increased likelihood to renew.
  2. This is statistically significant.
Simple Regression Model with Impact Interaction Volume
term estimate std.error statistic p.value
Intercept 0.1 0.316 0.32 0.751
Impact Interaction Volume 0.2 0.079 2.59 0.010
Penetration by Event Grouping
  1. Predominantly, we see that AAF consumption involves Events, SL Led Impact, and Expert Calls.
  2. Very little in Service, Experience, and Research Interviews.
Percent of Renewals w/ At Least 1 Interaction in a Group
Perc_Events Perc_Service Perc_SLLed Perc_ResearchInt Perc_PLW_Onsite Perc_Experience Perc_ExpertCall
59.7% 11.7% 58.4% 5.2% 22.1% 8.4% 54.5%
Renewal by Event Consumption
  1. Nearly a 14% bump and the N relatively large in both bins.
Renewal Ratio by Event Consumption
II_Events_Binary N ATL Dropped Ratio Perc_Renewed
0 62 38 24 1.6 61.3%
1 92 69 23 3.0 75.0%
Renewal by Service Consumption
  1. There is a bump from service consumption, but the N is relatively small and the difference is not quite large enough for statistical significance.
Renewal Ratio by Service Consumption
II_Service_Binary N ATL Dropped Ratio Perc_Renewed
0 136 93 43 2.2 68.4%
1 18 14 4 3.5 77.8%
Renewal by SL Consumption
  1. Similar to Events: about a 14% bump with a large enough N in both buckets.
Renewal Ratio by SL-Led Consumption
II_SLLed_Binary N ATL Dropped Ratio Perc_Renewed
0 64 39 25 1.6 60.9%
1 90 68 22 3.1 75.6%
Renewal by Research Interview Consumption
  1. The largest bump we see across any of the groupings.
  2. But N is very small.
Renewal Ratio by Research Interview Consumption
II_ResearchInterview_Binary N ATL Dropped Ratio Perc_Renewed
0 146 100 46 2.2 68.5%
1 8 7 1 7.0 87.5%
Renewal by PLW OR Onsite Consumption
  1. We see that consumption of this is negatively related to renewal!
Renewal Ratio by PLW OR Onsite Consumption
II_PLW_Onsite_Binary N ATL Dropped Ratio Perc_Renewed
0 120 84 36 2.3 70.0%
1 34 23 11 2.1 67.6%
Renewal by Experience Consumption
  1. Similar to Service in size of the effect and N.
Renewal Ratio by Experience Consumption
II_Experience_Binary N ATL Dropped Ratio Perc_Renewed
0 141 97 44 2.2 68.8%
1 13 10 3 3.3 76.9%
Renewal by Expert Call Consumption
  1. Similar to PLW OR Onsite, negative relationship with Renewal.
Renewal Ratio by Expert Call Consumption
II_ExpertCall_Binary N ATL Dropped Ratio Perc_Renewed
0 70 50 20 2.5 71.4%
1 84 57 27 2.1 67.9%
Correlation betwen Event Groupings, and Renewal (for fun)
  1. Consuming an Event generally means you consume some other event group.
  2. Interestingly, SL Led and PLW/Onsite are positively correlated, yet one is positively associated with renewal and the other is negatively associated with renewal.

##### Multivariate Regression (still kind of simple)

  1. Events is the only statistically significant result. It is positively associated with Renewal.
  2. SL Led could be considered statistically significant, depending on the desired cutoff. Also positively related to Renewal.
  3. PLW and Expert Call are confirmed to be negatively associated with Renewal.
Regression Estimates for a Model Fitted on Event Grouping Volumes
term estimate std.error statistic p.value
(Intercept) 0.1364742 0.3168843 0.4306751 0.6667046
II_Events_Volume 0.4533211 0.1924381 2.3556726 0.0184892
II_Service_Volume 0.7555243 0.5709709 1.3232272 0.1857598
II_SLLed_Volume 0.3035385 0.1622576 1.8707198 0.0613839
II_ResearchInterview_Volume 1.0339434 1.1115649 0.9301692 0.3522835
II_PLW_Onsite_Volume -0.5243041 0.3351852 -1.5642223 0.1177654
II_Experience_Volume 0.2573686 0.6311587 0.4077716 0.6834414
II_ExpertCall_Volume -0.0623920 0.1867607 -0.3340744 0.7383234