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Using data to assess organisational health

Hugo Delamain by Hugo Delamain

Using data to assess organisational health

Which different data sources can be used to assess the health of an organisation?


When assessing organisation health, there are four different categories of data that we use. In the article below, read more about what these are: customer & product, operations, commercial and workforce, and read into a real case study to see how organisational health analytics helped a DIY retailer.


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There are four different categories of data we look at when assessing organisation health: customer & product, operations, commercial and workforce.

  • Customer & product data: indicates how an organisation is performing in the market. Some of the specific metrics you can use are customer retention, customer satisfaction (e.g. Net Promoter Score) and sales figures.​
  • Operations data: provides insights into how effectively the systems and processes that underpin an organisation are functioning. Data points vary between sector but can include the speed and cost of delivery and you can also use communication data to assess how siloed an organisation is.
  • Commercial data:  this gives a view of the financial health of an organisation, what the compositions of costs and revenue is and how they relate to each other.
  • Workforce data: either passively generated HR data (like the number of employees, and overall structure) or actively collected survey and interview data that can be used to understand how employees perceive things like leadership and culture.

Data can only you take so far and it’s always important to consider the information you might be missing. It does however provide a starting point to develop a better understanding of what’s working and what isn’t to implement lasting change.

Case Study: Revamping Organisational Structure – A DIY Retailer’s Journey:

A large DIY retailer that had experienced enormous growth during the pandemic wanted to establish whether their head office was the right size and shape, given the retail footprint they were responsible for managing.

By doing a detailed analysis of their HR data and conducting an assessment of their product performance they were able to establish that they needed to rebalance the structure in order to reduce their management overhead and focus on the product categories aligned to their strategy.


In essence, these four data categories serve as pillars for evaluating organisational health, guiding businesses toward informed decisions that foster growth and alignment with strategic objectives.

If this topic is of interest or you have any questions. We would love to chat! 



Hugo Delamain

Senior Consultant


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