Last week a multi-user, team subscription customer contacted me to ask for advice. EverCare Medical (a fake name) said they had a list of roughly 1,000 ZIP codes that represented a group of new clients in their three-state area. They needed to assure their new customer that the EverCare Service Network had locations within 20 miles of most of the new clients.
My contact wanted to know if and how Map Business Online Could provide that critical information. To make it easier for my customer, I asked to review the data, and I set up the query myself. Below is a description of what I did.
MBO Market Analysis Tool
Comparing two datasets is a task for the MBO Market Analysis tool – the orange and yellow target icon currently located seven buttons in from the left. This is an advanced application of business mapping software. We’ll be focusing on Market Analysis (MA). MA views the Service Network as “store locations.” MA views the New Client data as “customers.”
Market Analysis is available only for MBO annual and team subscribers.
Review & Import Your Data
Always take a moment to review your Excel or CSV spreadsheet before import. In this case the data itself was fine. I noticed one client with the ZIP code missing but it was in Canada which was out of scope for this analysis because the Service Network is focused on Iowa and Nebraska.
I did notice the client spreadsheet was nationwide with thousands of addresses and it had labeling and descriptive info taking up the top few lines of the spreadsheet. MBO won’t like that, so I deleted those narrative lines and saved my data to a folder on my desktop.
Next, I imported both the client and service network data sheets and gave each set a unique symbol sized, at between 25 and 30% for easy identification on my map. I used black triangles for the service centers and blue dots for the clients. I like simple yet clearly differentiated symbols on my maps. I keep them just big enough to see and not clutter. I hate map clutter.
Filter Service Location Data
Because we’re focusing only on three states, I needed to filter the EverCare Service Locations data down by state. In the Data Window, I selected the new client data and hit the Filter Button (funnel icon). I chose to Filter by State and used a ‘One Of’ modifier on the left side of the filter entering IA, KS, and NE. I clicked Filter and got 574 filtered records. I then clicked the Create New Marketing List icon and named my new layer and clicked Filter Data on the Map in the upper right to limit the clients shown on the map to my three-state area. The filtered data shows as a subset of my original import.
At this point, a quick visual assessment of the map tells me that EverCare has great coverage for this project.
Running Market Analysis
With my data layers established and filtered, I clicked the Market Analysis tool. One could use the first or second option for this kind of query. But the first analysis puts circles on up to 200 locations records and my target was 574 locations so, I chose the second analysis option – “Find the Nearest Store or Pick-up locations.”
In the analysis set-up, I chose EverCare New Clients as the customer locations, and I chose EverCare Service Locations in IA, KS, NE as the store location data. Note: this was a drop down underneath the parent service location layer. Be sure to look for the little drop option to find the subset data layer. I input 20 miles as the distance requirement and I set a data sheet view label for the service locations. I kept the number of nearest stores at quantity 1. A user could search for up to 5 nearest based on the options. I then processed the query by clicking next.
The processed results show in the Data Window view of the EverCare New Client list. There is now a Distance to EverCare Srvc Locations column. The records that display “-1” fall outside the 20-mile limit. By clicking the top of the columns a few times and you will sort the data and see only records outside the limit.
There was only one client outside the 20 mile limit. Problem solved.
- Import the spread sheet of client ZIP codes
- Import a spreadsheet of Service Provider addresses
- Filter the Provider list by state
- In the Data Window select the Service Provider list
- Click the Filter Button
- Choose to Filter by State, Modify the Search in the upper right choosing “One of” and typing in IA, NE, KS
- With the resulting 574 records in the Data Window click the Create New or Existing Marketing List button and save as a Subset of Providers (Providers IA, KS, NE)
- Check the Filter Data on Map box in the upper left of the Data Window to just show those local providers
- Select the Market Analysis Tool
- Choose number 2 of the five options
- Select EverCare Clients as “customer locations
- Select Subset Service Provider list as Store Locations
- Set the distance at 20 miles
- Enter Text as EverCare Provider Locations
- The result lists of all the Clients and their distances to the closest provider. In the Data Window select your EverCare Clients again
- Those Clients at greater than 20 miles show a result distance of “-1.”
MBO Market Analysis has additional tools:
- Place multiple circles and search data around up to 200 records
- Query records around multiple locations and total related numeric data
- Summarize demographic data for multiple locations (up to 3 categories)
- Append imported data with Map Layer names (ZIP, county or state)
Now back to Maine, I think spring arrives this afternoon…
Send us your unique business mapping application, we’d love to do a story on it.
Win a $20 Gift Card! Refer a business associate to Map Business Online in exchange for a $20 Amazon Gift Card!
Find out why over 25,000 business users log into www.MapBusinessOnline.com for their business mapping software and advanced sales territory mapping solution. The best replacement for Microsoft MapPoint happens to be the most affordable.
Contact: Geoffrey Ives firstname.lastname@example.org or Jason Henderson email@example.com