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Measuring Business-to-Business
Relationship Health

Michael Levy
Managing SaaS Relationships
Start-up
Platform
Managing SaaS Relationships
Start-up
Platform
Manage
Subscriptions
Managing SaaS Relationships
Start-up
Platform
Manage
Subscriptions
Managing SaaS Relationships
Start-up
Want data-driven score
Old way
Want data-driven score
Old way
Want data-driven score
Old way New way
Want data-driven score
Old way New way
Desired score features
1. Update in realtime
Desired score features
1. Update in realtime
2. Customize to companies and learn with time
Desired score features
1. Update in realtime
2. Customize to companies and learn with time
3. Implementable in Java/Clojure
Score responds to events
Score responds to events
Score responds to events
Score responds to events
Score responds to events
Score responds to events
Machine learning to assess
relationship health
Data
• 6GB MySQL database dump
• 100+ tables
• Platform-use, CSM assessments, 

communications, etc.
Machine learning to assess
relationship health
Relationship
Health Score
?
Machine learning to assess
relationship health
Probability
subscription
renewal
Relationship
Health Score
Transform
?
Machine learning to assess
relationship health
Random
Forest
Probability
subscription
renewal
Predict Relationship
Health Score
Transform
?
Machine learning to assess
relationship health
Random
Forest
Probability
subscription
renewal
Build
Features
Predict Relationship
Health Score
Transform
?
Feature Engineering
Feature Categories
• Subscription attributes
Feature Engineering
Feature Categories
• Subscription attributes
• Relationship details
Feature Engineering
Feature Categories
• Subscription attributes
• Relationship details
• CSM scores & notes
Feature Engineering
Feature Categories
• Subscription attributes
• Relationship details
• CSM scores & notes
• Customer pipelines
Feature Engineering
Recruit
On-board
Adopt
Feature Categories
• Subscription attributes
• Relationship details
• CSM scores & notes
• Customer pipelines
• Email, call & meeting records
Feature Engineering
Feature Categories
• Subscription attributes
• Relationship details
• CSM scores & notes
• Customer pipelines
• Email, call & meeting records
• Subscription attributes
• Relationship details
• CSM scores & notes
• Customer pipelines
• Email, call & meeting records
• Subscription attributes
• Relationship details
• CSM scores & notes
• Customer pipelines
• Email, call & meeting records
Feature Engineering
Feature Categories
Dramatic Increase in Accuracy
Michael Levy
PhD in Computational Social Science, UC Davis
From Probability to Score
Score = 100 x √Probability
Variable Importance
82% Decrease in Log Loss

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Machine learning to assess business-to-business relationships