Empower Retirement

Mission
We are bringing focus to a single goal; to help people replace — for life —
the income they made while working.

Vision
We are empowering people by making retirement planning more
personalized, more accessible, and easier to understand.

About the company

• Empower Retirement is a retirement plan record keeping company.
• The company was founded in 2014.
• It is the 2nd largest retirement plan provider in the U.S., serving over
40,000 plans and 9.7 million participants.
• Empower Retirement is an indirect wholly-owned subsidiary of Great-
West Lifeco.
S IP P res ent ati on 2020
 Objective

Objective 1
The first objective of the project is to analyse the text comments entered
by the associates while processing NIGO events, and categorize the
problems into problem categories (that has the reasons for the rejection of
the forms).

Objective 2
Once the data is categorized, the second objective is the process needs to
be automated in such a way that the problem categories for the new data
must be automatically populated each month.

Objective 3
The categorized data must be uploaded to the SQL server, which will be
used to develop a tableau dashboard to visualize the data and to identify
the insights to propose recommendations to reduce the form rejection rate.

S IP P res ent ati on 2020

 Steps Involved

Data extraction
• The Data from the source tables was extracted using SAS.

Data pre-processing
• All the punctuations in the texts were removed, and all the texts were
converted into lower case
• Null values in the text column was removed.
• The data is then filtered into 38 different groups of form categories.

Removal of stop words

• The stops-words in the texts like ‘and’, ‘as’, ‘in’ etc were removed
from the texts

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 Steps Involved

Data extraction Vectorizing the texts

• The Data from the source tables was extracted using SAS. • The texts are vectorized using TF-IDF vectorizer

Data pre-processing Applying Topic Modelling

• All the punctuations in the texts were removed, and all the texts were
converted into lower case
• Null values in the text column was removed.
• The data is then filtered into 38 different groups of form categories.
Removal of stop words
• The stops-words in the texts like ‘and’, ‘as’, ‘in’ etc were removed
from the texts
• Once the texts are vectorized, then topic modelling was applied on top
of the vectorized texts.
• Based on the accuracy of the grouping the texts LDA was preferred
over other algorithms.
• The LDA algorithm was applied to each of the 38 different groups of
form categories.
• The top 10 words from each category is viewed to obtain the name of
the particular category.

Applying Classification Algorithm

The categorized data must be uploaded to the SQL server, which will be
used to develop a tableau dashboard to visualize the data and to identify
the insights to propose recommendations to reduce the form rejection rate.

S IP P res ent ati on 2020

 Onto the Facts

What do we include in our presentation and what

do we leave out?

Your presentation should not only include good

information it should also look good as well.

Don't overload your audience with facts and figures.

Your slides should only include the bare minimum to
make sense.

Your presentation should not only include good

information it should also look good as well.

THE A -Z OF M AKING IT S TIC K 2020

 LE T' S TAKE A STE P BACK:

How many of us really know

how to present?

THE A -Z OF M AKING IT S TIC K 2020

 The Basics

01.
Creating a good presentation

Starts by catching your audience's attention. Without this

memorable first impression, your entire presentation is bound to
fall flat.

02.

Your presentation should not

only include good information

It should also look good as well. Focus on color, design, font, and all
the other things that give a better experience.

THE A -Z OF M AKING IT S TIC K 2020

 Color Choices Font Choices

Pick a color scheme that's memorable yet not Your font should be readable yet interesting.
too jarring. You don't want your audience Pick a typeface with good spacing in between
blinded by your slides. each letter.

Typefaces should almost always be in print, and

• Your presentation should not only include not in cursive.
good information
• Your presentation should not only include
• Your presentation should not only include
good information
good information
• Your presentation should not only include
• Your presentation should not only include
good information
good information
• Your presentation should not only include
good information

THE A -Z OF M AKING IT S TIC K 2020

 Other Factors to Consider
01.
Unique Elements
Your presentation should not only
include good information, it should also look good
as well. Focus on color,
design, font, and all the other things
that give a better experience.
THE A -Z OF M AKING IT S TIC K
02.
Spacing
Your presentation should not only
include good information, it should also look good
as well. Focus on color,
design, font, and all the other things
that give a better experience.
03.
Images
Your presentation should not only
include good information, it should also look good
as well. Focus on color,
design, font, and all the other things
that give a better experience.
2020
 And the Most
Important Thing...

PACING:
it can make or break your presentation.

THE A -Z OF M AKING IT S TIC K 2020

 Onto the Facts

What do we include in our presentation and what

do we leave out?

Your presentation should not only include good

information it should also look good as well.

Don't overload your audience with facts and figures.

Your slides should only include the bare minimum to
make sense.

Your presentation should not only include good

information it should also look good as well.

THE A -Z OF M AKING IT S TIC K 2020

Bullet Points Images

It's called the savior of presenters everywhere. It Use a good number of high-quality photos to
allows your audience to absorb facts in small create breaks in the data you'll present.
portions.

• Your presentation should not only include

good information

• Your presentation should not only include

good information

• Your presentation should not only include

good information

TH E A-Z O F MA KIN G IT S TICK 2020

 A presentation is
fantastic if it does these things:

Emphasize the core message. Drive facts home.

Presentations are communication tools that can be Presentations are communication tools that can be
used as demonstrations, lectures, speeches, used as demonstrations, lectures, speeches, reports,
reports, and more.  and more. 

Doesn't overwhelm the audience.

Presentations are communication tools that can be
used as demonstrations, lectures, speeches,
reports, and more. 

THE A -Z OF M AKING IT S TIC K 2020

Generate Audience Participation

Think of creative ways to get your audience to listen to you and

engage with you as you go along.
 Modulate Your Voice

01. 02.

Start strong, end strong. Don't be shrill, Practice makes perfect. Practice before
but command the room. your presentation to avoid stumbling and
rushed pacing.

THE A -Z OF M AKING IT S TIC K 2020

Interaction 101 01.

Presentations should be audience-focused.

Your presentation should not only include good information, it

should also look good as well.

02.
Talk With
Your Audience
Your presentation should not only include good information,
it should also look good as well.

03.
Ask questions, smile, and make eye
contact.
Your presentation should not only include good information, it
should also look good as well. 
2020

Compress everything to 20 slides and
below.
Your presentation should not only include good
information, it should also look good as well.
Focus on color, design, font, and all the other
things that give a better experience.
THE A -Z OF M AKING IT S TIC K
Don't talk for more
than 20 minutes.
Your presentation should not only include good
information, it should also look good as well.
Focus on color, design, font, and all the other
things that give a better experience.
The 20/30 Rule
Use nothing less than a 30 pt.
font size to ensure readability.
Your presentation should not only include good
information, it should also look good as well.
Focus on color, design, font, and all the other
things that give a better experience.
2020
 Focus on your body language.
Practice in front of a mirror to see how
your body moves as you talk.
Your presentation should not only include
good information, it should also look good as
well. Focus on color, design, font, and all the
other things that give a better experience.
TH E A-Z O F MA KIN G IT S TICK
Remember to breathe and
stay calm. You are in command
of the show. Let your
audience feel it too.
Your presentation should not only include
good information, it should also look good as
well. Focus on color, design, font, and all the
other things that give a better experience.
2020
 You got this! Relax and enjoy the process of presenting.
Good luck!

THE A -Z OF M AKING IT S TIC K 2020