This document summarizes a presentation on sales and marketing analytics given by Keyrus consultants. It discusses Keyrus' stepwise approach to analytics projects, from understanding business issues to modeling data to deploying insights.
The presentation uses a case study of an online retailer called Solidstore.com to illustrate challenges in understanding customer behavior and sales trends. Keyrus' approach helped Solidstore analyze sales by country and customer value segments, identify reasons for decreasing sales and customer loss, and realize more potential from its online channel.
The document outlines Keyrus' analytics methodology, including formulating business cases, assessing available data, modeling customer behavior, gaining additional insights, and enriching data sources to continuously monitor metrics and insights.
3. Onze missie
Een neutraal en onafhankelijk
platform voor samenwerking met
de bedrijfswereld met als
hoofddoel kennisdeling en
innovatie te stimuleren
16. Agenda
• Sessie 1: Open source, meer dan disruptieve software?
Bart Maertens, Managing Partner, know.bi
• Sessie 2: M&S Analytics: Join the Big Data revolution!
Carl Sablon, Senior Consultant, Keyrus
Peter Poppe, Principal Consultant, Keyrus
• Sessie 3: Hoe het overzicht bewaren?
Jörgen Jacob, Business Unit Manager, Fit IT
• Sessie 4: Een versie van de waarheid: een achterhaald idee?
Tobias Temminck, Teradata, Benelux Technology Officer
• Sessie 5: Nood aan meer strategisch management?
Dries Van Nieuwenhuyse, Onderzoeker, BICC Thomas More
17. Before lift-off
• Mogelijkheid tot korte interactie (vragen) na elke sessie
• Netwerk: TM_BICC met als key BICC1
• Twitter hastag: #BICongres15
• Twitter user: @BICC_ThomasMore
21. What is OSS?
• “Open-source software (OSS) is computer
software with its source code made available
with a license in which the copyright holder
provides the rights to study, change and
distribute the software to anyone and for
any purpose”
• Free “as in speech” rather than “as in beer”
24. OSS Licensing
• Moving from copyleft (GPL family) to permissive (e.g. Apache
v2)
• 2015: Apache v2 (do wtf you want)
• Professional/Commercial OSS:
• Dual licensing/Open Core:
• Free Community Edition:
• go your own way
• Only free (as in beer) to download, use has a cost
• Paid Enterprise Edition:
• Pro approach (consultancy, support, training…)
• Enhanced functionality
• Beekeeper model
25. Evolution of OSS
• Infrastructure: Linux, OS on low level
hardware
• Middleware:
• databases (PostgreSQL, MariaDB)
• application servers (JBoss, Tomcat)
• Applications: Firefox, LibreOffice, GIMP
• OSS is ubiquitous: increased need for
standardization forces towards OSS
26. OSS Market Share
Open Source dominates in
• Supercomputing (485 of top 500
run Linux)
• Cloud computing (75% Linux)
• Web servers (65% Apache)
• Mobile
• Embedded
• IoT
• …
30. • Pentaho components:
• Data Integration (Kettle)
• Reporting OLAP (Mondrian)
• Data Mining (Weka)
• Dashboarding (CTools)
• BA server (security, scheduling)
• Community contributions (marketplace)
31. • Only complete OSBI platform in the market
• Founded in 2004
• (to be) acquired by HDS in 2015
• Open core:
• CE: OSS engines
• EE: CE + support, enhanced functionality
• Strong community in (ao) EU
42. Sessie 2
Sales & Marketing Analytics
Join the Big Data revolution!
Carl Sablon, Senior Consultant, Keyrus
Peter Poppe, Principal Consultant, Keyrus
43. AGILITY I COLLABORATIVE INTELLIGENCE I INNOVATION I PERFORMANCE
CONSULTING I TECHNOLOGY
SALES AND MARKETING ANALYTICS
/ JOIN THE BIG DATA GENERATION!
PIETER VANDAMME
MARCH 2015
73. Sessie 2
Sales & Marketing Analytics
Join the Big Data revolution!
Carl Sablon, Senior Consultant, Keyrus
Peter Poppe, Principal Consultant, Keyrus
76. “Education is not the piling on of learning, information, data,
facts, skills or abilities – that’s training or instruction – but is
rather a making visible what is hidden as a seed...”
- Thomas More
81. Agenda
●Introduction
●Value for the Customer
●Data Mining vs Predictive Analytics
●Learn from Experience
●Use Cases by Function
●Use Cases by Market
●Return on Investment
Predictive Analytics
82. Fit IT at a glance
Predictive Analytics
Strategic PartnersFacts & Figures
● 3 Activities
Business Analytics
Systems Engineering
Business Applications
● > 14 Mio Revenue
● 90 FTE’s
Locations
Ghent
Brussels
Antwerp
83. Predictive Analytics
Value for the Customer
Reporting
Query, Search,
Reporting
COMPLEXITY
BUSINESS VALUE
What
happened
Why did it
happen
What’s
happening
now
What might
happen
Analysis
OLAP
Visualisation
Monitoring
Dashboards,
scorecards
Prediction
Predictive
Analytics
84. Predictive Analytics
Data Mining versus Predictive Analytics
“Which products are
bought together”
=> CORRELATIONS
“Who buys a certain
product and why”
=> INFLUENCE
Predictive
Analytics
Data
Mining
86. Predictive Analytics
Use Cases by Function
Product Mix
Marketing
Predicting Life Time Value
Up Selling
Channel Optimization
Reactivation Likelyhood
Customer Churn
Risk
Credit Risk
Accounts Payable Recovery
Fraud Detection
Anti-Money Laundering
Treasury or Currency Risk
Churn
HR
Resume Screening
Training Recommendation
Talent Management
Employee Churn
87. Predictive Analytics
Use Cases by Market
Product Mix
Life Science
Drug/chemical Discovery &
Analysis
Diagnostic
Targeting
(CRM)
Predicting prescription adherence
with different approaches to
reminding patients
Predicting drug demand in
different geographies for
different products
Churn
Retail
Merchandising
Shrinkage Analytics
Location of New Stores
Pricing
Market Basket
Analysis
Next Best Offer Analysis
Warranty Analytics
Insurance
Claims
Prediction
Investments
Product Mix
Agent and Brand Performance
Price Sensitivity
95. 97
Data and Analytics Evolution
Application
Centric
Integration
Centralized
Decentralized
Capability
Rigid Agile
Data and
Analytic
Centric
96. 98
Organization has a full fledged analytic architecture that is enterprise wide, fully automated,
integrated into processes, and sophisticated
Organization has high quality data. An enterprise wide analytics plan, governance principles, and
some automated analytics
Proliferation of BI tools and data marts but most data remains unintegrated. Non standardized, and
inaccessible
Organization collects transaction data efficiently but often lacks the right data for better decision
making
Organization is plagued by missing or poor quality data, multiple definitions of its data, and poorly
integrated systems
Stages of Analytic Maturity
Source: Davenport Harris, Competing on Analytics, Harvard Business School Press, 2007, pp156
97. 99
FINANCE
Revenue
Expenses
Customers
CUSTOMER CARE
Customer
Products
Orders
Case History
SALES
Orders
Customers
Products
MARKETING
Customers
Orders
Campaign History
OPERATIONS
Inventory
Returns
Manufacturing
Supply Chain
Which plants are
using which suppliers
for EV batteries?
How many EV
batteries are in
inventory by
manufacturing plant?
What is the trend of
warranty costs?
What is the Year-Over-
Year growth in hybrid
sales?
How many people
reported an issue with
EV batteries last
month?
How many people
made a warranty claim
on Hybrid cars last
week?
How many sales of
hybrid cars have
been made quarter
to date?
What % of after
market accessories
are sold to hybrid
customers?
Which customers should
get upcoming email
communication on
hybrid car extended
warranties?
Which of our customers
are likely to buy a
hybrid car in the next 3
months?
54 32 29 49 66
99. 101
2855
Given the rise in warranty costs, isolate the problem to be a specific plant, then isolate to a specific battery lot.
Communicate with affected customers, who have not already made a warranty claim on batteries, through
Marketing and Customer Service channels to recall cars with batteries.
Inventory
Returns
Manufacturing
Supply Chain
Customer Service
Orders
Revenue
Expenses
Case History
Customers
Products
Pipeline
Customers
Campaign History
FINANCE
SALESMARKETING
OPERATIONS
CUSTOMER
EXPERIENCE
2855
101. 103
Is not about Volume, Velocity and Variety anymore….
It is about how you use the data and analytics
102. 104
BIG DATA
WEB
Petabytes
CRM
Terabytes
Gigabytes
ERP
Exabytes
INCREASING Data Variety and Complexity
User Generated
Content
Mobile Web
SMS/MMS
Sentiment
External
Demographics
HD Video
Speech to Text
Product/
Service Logs
Social Network
Business Data
Feeds
User Click Stream
Web Logs
Offer History A/B Testing
Dynamic Pricing
Affiliate Networks
Search Marketing
Behavioral
Targeting
Dynamic Funnels
Payment
Record Support Contacts
Customer Touches
Purchase
Detail
Purchase
Record
Offer Details
Segmentation
DECREASING Value Density in the Data
Big Data: From Transactions to Interactions
108. 110 110
2855
MANUFACTURING
CAMPAIGN HISTORY
COSTS
PRODUCTS
FINANCE
SALES
MARKETING
OPERATIONS
CUSTOMER
EXPERIENCE
Given the rise in warranty
costs, isolate the problem to
be a specific plant, then
isolate the specific lot.
Result is two-thirds of the bad
battery lot are fine, and
exclude them from the recall.
Communicate with affected
customers, who have not
already made a warranty
claim on batteries, through
Marketing and Customer
Service channels to recall
cars with batteries.
CUSTOMERS
CASE HISTORY
SENSOR
116. Strategie = BOTTOM UP
• De vraag die zich stelt
is echter of het
allemaal zo helder was
van bij het begin…
• Hebben succesvolle
bedrijven niet altijd een
goede strategie?
• Komt het niet
van onderen
naar boven?
118. Strategisch management
• Huwelijk tussen
gehoopte toekomst,
haalbare toekomst en
noodzakelijke toekomst
• Hoe kunnen we het
verschil maken en
blijven maken?
119. Strategisch management
• Een zinvol business model kan maar worden gerealiseerd via
een passend organisatie model
120. Performance Management en
Strategisch Management
• Kan Performance MANAGEMENT hier een bijdrage leveren?
• Kunnen we iets leren van Strategisch MANAGEMENT?
• Natuurlijk, wat had je gedacht?
121. Strategieformulering
• Waar zijn we nu goed in?
• Waar zijn onze concurrenten goed in?
• Waar liggen nog opportuniteiten en in welke mate?
Ansoff
Product-
Markt matrix
BCG product
portfolio
123. Strategie(bij)sturing
• Faciliteren van de kwantitatieve beleidsprocessen door PDCA-
cyclus heen
o Plan
Budgettering
Opvolging
o Do
Operationele ondersteuning
o Check
Actual versus budget
Balanced Scorecard
124. Strategie(bij)sturing
• (Re)Act
o Performance MANAGEMENT
heeft ervaring met het
formuleren en opvolgen van
strategie
o Continu bijsturen van de
strategie
o Terugkoppeling naar de
strategieformulering
o Target setting om strategische
doelen ook effectief op te
volgen en te realiseren
o Evaluatie van hoe goed we
wel bezig zijn
o Predictie van potentieel
o Forecasting van wat mogelijk
resultaat van onze strategie
zou kunnen zijn
125. Strategie = TOP-DOWN
Strategie = BOTTOM-UP
• Performance MANAGEMENT
heeft ervaring met het formuleren
en opvolgen van strategie
• Strategisch MANAGEMENT helpt
creatieve vragen te stellen van
wat mogelijk zou kunnen zijn
• Beide zijn met elkaar getrouwd,
en dat is maar goed ook…
126. Afsluitende sessie & wrap-up
Nood aan meer strategische management?
Dries Van Nieuwenhuyse, Onderzoeker, BICC Thomas More