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THE ROLE OF TECHNOLOGY!
IN THE CREATIVE AGENCY!
FRED GERANTABEE
DIRECTOR, CREATIVE TECHNOLOGY @
WHAT WE’LL TALK ABOUT!
•  WHY THE MODERN AGENCY NEEDS US
•  WHERE WE LIVE
•  HOW WE SHAPE MODERN MARKETING
•  A METHODOLOGY FOR EVERYONE
WHO ARE WE?! WHERE ARE WE?!
ADVOCATE!
CONVERT!
EVALUATE!
EXPERIENCE!
CONSIDER!
BOND!
IGNITE!
SOCIAL MOBILE !
IN-STORE R&R!
SOCIAL MOBILE !
IN-STORE ECRM!
ECOMM (MOBILE/WEB)
DPOS IN-STORE ECRM!
MOBILE WEB DPOS
ECRM PAID SEARCH!
MOBILE WEB DPOS IN-
STORE ECRM!
EXPERIENTIAL MOBILE
WEB IN-STORE ECRM
PAID SEARCH!
EXPERIENTIAL MOBILE WEB
ECRM PAID !
CREATIVE TECHNOLOGY!
USER EXPERIENCE DESIGN!
EXPERIENTIAL DESIGN & LOGISTICS!
SHOPPER TECHNOLOGY!
ECRM!
ANALYTICS!
SEM/SEO!
PROCUREMENT!
DEVELOPMENT & ENGINEERING!
AD TECH!
IS/IT!
!
MARKETING!
TECHNOLOGISTS!
WHO ARE WE?!
ASSESS CLIENT
LANDSCAPES

UNEARTH GAPS

FIND OPPORTUNITY

LEARN CLIENT
INFRASTRUCTURE AND
OPERATIONS


SURVEYOR!
EXPLORE

EVALUATE 

DEMONSTRATE

PROCURE

PARTNER
MATCHMAKER!
CONNECTIVE TISSUE
BETWEEN CREATIVE,
STRATEGY, TECH AND
CLIENT

COLLABORATE 

FIND SOLUTIONS THAT
FIT ALL NEEDS
CONNECTOR!
MAKE THINGS

DEVELOP I.P.

BE ADDITIVE
CREATOR!
BRAND X APP !
MOBILE UTILITY AT
SHELF IS UNDER-
UTILIZED

E-COMM IS NOT QUITE
CONNECTED TO RETAIL

DATA LIVES IN
MULTIPLE PLACES

THERE ARE SPECIFIC
PRACTICES AROUND PII
& CONSUMER DATA

THE ECOSYSTEM




SURVEYOR!
EXPLORE
TECHNOLOGY
PARTNERS FOR
COUPONING,
PROXIMITY & AR

CO-CREATE A
PROTOTYPE OR POC
TO DEMONSTRATE
CAPABILITIES

INSURE THAT PARTNER
SLA SUPPORTS
REQUIREMENTS &
VISION




MATCHMAKER!
KEEP CREATIVE & TECH
ALIGNED TO STRATEGY
& BUSINESS
OBJECTIVES

PARTNER WITH CLIENT
PROCUREMENT & IT

DISCUSS INTEGRATION
OF SERVICES WITH
CLIENT & 3RD PARTIES





CONNECTOR!
DEVELOP ROADMAP

IDENTIFY
OPPORTUNITIES TO
LEVERAGE ROADMAP
ITEMS

THINK FUTURE
FORWARD ABOUT THE
PLATFORM



CREATOR!
A COMMON METHODOLOGY!
WE DON’T ALL SPEAK !
THE SAME LANGUAGE!
BUSINESS OBJECTIVES!
BRAND PRIORITIES!
ROI + KPIs!
EFFORT + $!
!
WHY AGILE?!
WHY AGILE?!
A NON-TECHNICAL, COMMON
LANGUAGE
A FOCUS ON FEATURES & 
BUSINESS VALUE
THE ABILITY TO RAPIDLY 
EVOLVE & RE-PRIORITIZE 
RELATIVE SCALES THAT 
ADAPT TO YOUR GROUP
AGILE ARTIFACTS!
THEME
EPIC
USER STORY
TACTIC

ACTION
A TOP LEVEL CATEGORY FOR RELATED
(BUT NOT INTERDEPENDENT) EPICS OR
STORIES
A GROUP OF DIRECTLY RELATED
USER STORIES

A FEATURE DESCRIBED 
FROM THE USER POV
MAPPING MARKETING SPEAK!
THEME
EPIC
USER STORY
BUSINESS OBJECTIVE
(WITH KPIs)
TACTIC

ACTION
INCREASE TOP OF MIND AWARENESS
IN CATEGORY 

INCREASE MARKET SHARE BY X%
USE PAID SEARCH TO
GAIN VISIBILITY THROUGH
RELATED SEARCH TERMS

RETURN BRAND RESULT 
UPON SEARCH OF “X”
AGILE BRAINSTORMING + PROTOTYPING!
THEME
BRIEF DELIVERED BY BRAND
STRATEGIST OR ACCOUNT
EPIC
DERIVED FROM BRIEF OR
DEVELOPED IN BRAINSTORM
AS A USER I CAN USE A BRANDED APP TO
LEARN ABOUT & COMPARE BRAND X,
ACCESS INCENTIVES & PURCHASE IT
DIRECTLY
AS A USER I CAN LEARN ABOUT PRODUCT
USES THROUGH A SERIES OF “HOW TO”
VIDEOS
AGILE BRAINSTORMING + PROTOTYPING!
AS A USER I CAN
SAVE MY FAVORITE
HOW-TO VIDEOS TO
A PLAYLIST

AS A USER I CAN
SHARE MY FAVORITE
HOW-TO VIDEOS TO
FACEBOOK &
TWITTER
AS A USER I CAN
CLICK TO DIRECTLY
PURCHASE
PRODUCTS FEATURED
IN A VIDEO

STORY POINTS (EFFORT): 1-10
BUSINESS VALUE: 1-100
PRODUCT BACKLOG
100
 CLICK TO PURCHASE
90
 SHARE TO SOCIAL
50
 SAVE TO PLAYLIST
50
 …
40
 …
50/4

90/1

100/2
AGILE BRAINSTORMING + PROTOTYPING!
AS A USER I CAN
SAVE MY FAVORITE
HOW-TO VIDEOS TO
A PLAYLIST

AS A USER I CAN
SHARE MY FAVORITE
HOW-TO VIDEOS TO
FACEBOOK &
TWITTER
STORY POINTS (EFFORT): 1-10
90/1

BUSINESS VALUE: 1-100
50/4

AS A USER I CAN
CLICK TO DIRECTLY
PURCHASE
PRODUCTS FEATURED
IN A VIDEO

100/2

PRODUCT BACKLOG
100
 CLICK TO PURCHASE
90
 SHARE TO SOCIAL
50
 SAVE TO PLAYLIST
50
 …
40
 …
SHIP
ROADMAP
WE ARE THE FUTURE.!
•  TECHNOLOGY IS A RED THREAD
•  WE CAN INFLUENCE HOW, WHEN & WHERE WE ENGAGE WITH
CONSUMERS
•  WE NEVER STOP TEACHING. WE NEVER STOP LEARNING.
•  WE CAN EVOLVE HOW OUR ORGANIZATIONS WORK
FINE. E GRAZIE.!
FREDG@GREY.COM
@GROOVEYORKCITY
The Role of Technology in the Creative Agency

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The Role of Technology in the Creative Agency

  • 1. THE ROLE OF TECHNOLOGY! IN THE CREATIVE AGENCY! FRED GERANTABEE DIRECTOR, CREATIVE TECHNOLOGY @
  • 2. WHAT WE’LL TALK ABOUT! •  WHY THE MODERN AGENCY NEEDS US •  WHERE WE LIVE •  HOW WE SHAPE MODERN MARKETING •  A METHODOLOGY FOR EVERYONE
  • 3. WHO ARE WE?! WHERE ARE WE?!
  • 4. ADVOCATE! CONVERT! EVALUATE! EXPERIENCE! CONSIDER! BOND! IGNITE! SOCIAL MOBILE ! IN-STORE R&R! SOCIAL MOBILE ! IN-STORE ECRM! ECOMM (MOBILE/WEB) DPOS IN-STORE ECRM! MOBILE WEB DPOS ECRM PAID SEARCH! MOBILE WEB DPOS IN- STORE ECRM! EXPERIENTIAL MOBILE WEB IN-STORE ECRM PAID SEARCH! EXPERIENTIAL MOBILE WEB ECRM PAID !
  • 5. CREATIVE TECHNOLOGY! USER EXPERIENCE DESIGN! EXPERIENTIAL DESIGN & LOGISTICS! SHOPPER TECHNOLOGY! ECRM! ANALYTICS! SEM/SEO! PROCUREMENT! DEVELOPMENT & ENGINEERING! AD TECH! IS/IT! ! MARKETING! TECHNOLOGISTS!
  • 7. ASSESS CLIENT LANDSCAPES UNEARTH GAPS FIND OPPORTUNITY LEARN CLIENT INFRASTRUCTURE AND OPERATIONS SURVEYOR! EXPLORE EVALUATE DEMONSTRATE PROCURE PARTNER MATCHMAKER! CONNECTIVE TISSUE BETWEEN CREATIVE, STRATEGY, TECH AND CLIENT COLLABORATE FIND SOLUTIONS THAT FIT ALL NEEDS CONNECTOR! MAKE THINGS DEVELOP I.P. BE ADDITIVE CREATOR!
  • 8. BRAND X APP ! MOBILE UTILITY AT SHELF IS UNDER- UTILIZED E-COMM IS NOT QUITE CONNECTED TO RETAIL DATA LIVES IN MULTIPLE PLACES THERE ARE SPECIFIC PRACTICES AROUND PII & CONSUMER DATA THE ECOSYSTEM SURVEYOR! EXPLORE TECHNOLOGY PARTNERS FOR COUPONING, PROXIMITY & AR CO-CREATE A PROTOTYPE OR POC TO DEMONSTRATE CAPABILITIES INSURE THAT PARTNER SLA SUPPORTS REQUIREMENTS & VISION MATCHMAKER! KEEP CREATIVE & TECH ALIGNED TO STRATEGY & BUSINESS OBJECTIVES PARTNER WITH CLIENT PROCUREMENT & IT DISCUSS INTEGRATION OF SERVICES WITH CLIENT & 3RD PARTIES CONNECTOR! DEVELOP ROADMAP IDENTIFY OPPORTUNITIES TO LEVERAGE ROADMAP ITEMS THINK FUTURE FORWARD ABOUT THE PLATFORM CREATOR!
  • 10. WE DON’T ALL SPEAK ! THE SAME LANGUAGE!
  • 13. WHY AGILE?! A NON-TECHNICAL, COMMON LANGUAGE A FOCUS ON FEATURES & BUSINESS VALUE THE ABILITY TO RAPIDLY EVOLVE & RE-PRIORITIZE RELATIVE SCALES THAT ADAPT TO YOUR GROUP
  • 14. AGILE ARTIFACTS! THEME EPIC USER STORY TACTIC ACTION A TOP LEVEL CATEGORY FOR RELATED (BUT NOT INTERDEPENDENT) EPICS OR STORIES A GROUP OF DIRECTLY RELATED USER STORIES A FEATURE DESCRIBED FROM THE USER POV
  • 15. MAPPING MARKETING SPEAK! THEME EPIC USER STORY BUSINESS OBJECTIVE (WITH KPIs) TACTIC ACTION INCREASE TOP OF MIND AWARENESS IN CATEGORY INCREASE MARKET SHARE BY X% USE PAID SEARCH TO GAIN VISIBILITY THROUGH RELATED SEARCH TERMS RETURN BRAND RESULT UPON SEARCH OF “X”
  • 16.
  • 17. AGILE BRAINSTORMING + PROTOTYPING! THEME BRIEF DELIVERED BY BRAND STRATEGIST OR ACCOUNT EPIC DERIVED FROM BRIEF OR DEVELOPED IN BRAINSTORM AS A USER I CAN USE A BRANDED APP TO LEARN ABOUT & COMPARE BRAND X, ACCESS INCENTIVES & PURCHASE IT DIRECTLY AS A USER I CAN LEARN ABOUT PRODUCT USES THROUGH A SERIES OF “HOW TO” VIDEOS
  • 18. AGILE BRAINSTORMING + PROTOTYPING! AS A USER I CAN SAVE MY FAVORITE HOW-TO VIDEOS TO A PLAYLIST AS A USER I CAN SHARE MY FAVORITE HOW-TO VIDEOS TO FACEBOOK & TWITTER AS A USER I CAN CLICK TO DIRECTLY PURCHASE PRODUCTS FEATURED IN A VIDEO STORY POINTS (EFFORT): 1-10 BUSINESS VALUE: 1-100 PRODUCT BACKLOG 100 CLICK TO PURCHASE 90 SHARE TO SOCIAL 50 SAVE TO PLAYLIST 50 … 40 … 50/4 90/1 100/2
  • 19. AGILE BRAINSTORMING + PROTOTYPING! AS A USER I CAN SAVE MY FAVORITE HOW-TO VIDEOS TO A PLAYLIST AS A USER I CAN SHARE MY FAVORITE HOW-TO VIDEOS TO FACEBOOK & TWITTER STORY POINTS (EFFORT): 1-10 90/1 BUSINESS VALUE: 1-100 50/4 AS A USER I CAN CLICK TO DIRECTLY PURCHASE PRODUCTS FEATURED IN A VIDEO 100/2 PRODUCT BACKLOG 100 CLICK TO PURCHASE 90 SHARE TO SOCIAL 50 SAVE TO PLAYLIST 50 … 40 … SHIP ROADMAP
  • 20. WE ARE THE FUTURE.! •  TECHNOLOGY IS A RED THREAD •  WE CAN INFLUENCE HOW, WHEN & WHERE WE ENGAGE WITH CONSUMERS •  WE NEVER STOP TEACHING. WE NEVER STOP LEARNING. •  WE CAN EVOLVE HOW OUR ORGANIZATIONS WORK