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Acquity Group and Day Software present:

    A DIGITAL
    TRANSFORMATION: HOW
    METRA EVOLVED ITS
    ONLINE PRESENCE




                                                                                      1




 Day’s Vision for Customer Experiences

                                                    CUSTOMERS!
»  WCM vision
   focused on
   customer
   experience                        Customer Experience Management!

                                           Digital Asset       Social       Targeting &
                               WCM
                                           Management       Collaboration   Optimization


»  Modular ECM
   platform                                       ECM Platform
                                              (Search, BPM, Content)
   interoperates
   with Day and 3rd
                          Transactional Systems (ERP, CRM, ECM, PLM, Banking Systems.)!
   party apps

                                                                                      2




                                                                                           1	
  
Who is Day Software?




•  Tested   – In operation since 1993 and used in hundreds of production environments
•  Entrusted – Day’s list of 250+ customers includes top brands of the world
•  Dependable – Publicly-traded, profitable and operating on a debt-free balance sheet
•  Global – Headquarters in Boston and Basel, locations worldwide
•  Innovative – CTO David Nuescheler drove JCR specs and Chief Scientist Roy Fielding
                  created Apache and co-founded Apache Software, led REST development


                                                                                         3




  Who is Acquity Group?
  We are transforming the services marketplace
  by helping organizations realize the potential of
  their business online.

  »  A provider of end-to-end digital strategy, design and
     technology solutions since 2001

  »  Headquartered in Chicago with regional offices
     throughout the US; supporting clients on a global scale

  »  Privately held and profitable since opening our doors

  »  A trusted partner to more than 475 clients on
     thousands of projects




                                                                                         4




                                                                                             2	
  
Agenda
»  Who is Metra
»  Metra’s Change Agent
»  Program Goals
»  Measuring Success & Next Steps




                                                                             5




Who is Metra?
Metra oversees all commuter rail operations in the 3,700 square mile
Northeastern Illinois region. The Metra system is comprised of 11 separate
lines radiating out from Chicago’s Loop, and serves more than 100
communities at 240 rail stations.



 702      Trains each weekday

  322,100          Weekday passengers

     85,039,600                       Annual passenger trips

                                                                             6




                                                                                 3	
  
Original Site from 1994




                                  …change was needed

                                                 7




Drivers for Change

        Site Assessment            Yes   No
        Scalable

        Able to change content

        Dynamic system schedule

        Personalization

        Rider alerts

        Commerce

        Last Updated in 1994


                                                 8




                                                       4	
  
Four Program Goals – Supported by Day




                                                          ZE
                                                        LE


                                                       ALI
                                                     DU
                                                     M




                                                    ON
                                                  OR
                                                  HE

                                                  LL
                                                 RS
                                               INF

                                               SC

                                               SE

                                              PE
      Reasons for using Day CQ5
      Easy to use for non-technical authors

      Scale: Handle burst traffic


      Deliver to multiple channels


      Manage multiple web sites


      Rich, flexible APIs for integration



                                                               9




GOAL #1: INFORM
Provide timely and accurate information to Metra Riders,
Business Partners and the general public.




                                                               10




                                                                    5	
  
Inform
      Multi-Channel Publishing
      for Rider Alerts
                                                  &
                                               es
                                           P ag ts
    Message Types:                       eb ge
    1. Advisory                         W Wid
    2. Service Alert
                                                            ges
    3. Crisis
                                                 il Messa
                                             Ema


                                               Mobile & SMS*

    200 Unique Groups based                 12 T
      on train line & station:                  witt
                                                    er A
     configured and delivered                           cco
                                                              unts
          with 1 template


*SMS integration not yet deployed

                                                                        11




                                                                     Inform
      Civic Crisis Event
       Civic Crisis Events are major events that impact the
       population at large
       •  All registered users receive
          the alert across all channels
       •  Web site is taken over, crisis
          information is displayed on all
          pages
       •  Information entered once
       •  Crisis procedures are the
          same as the daily advisory
          procedures




                                                                        12




                                                                              6	
  
GOAL #2: Schedule
Easy to update schedule information




                                                13




                                            Schedule
Schedule Updating in Day
 Schedule data stored in data templates
 for each train number
 »  Metra can edit:
    »  Days of the week train runs
    »  Train Number
    »  Bikes per train
    »  Stop times and stations
    »  Stop Sequence
    »  Stop info
 »  Why Day?
    »  Content Architecture
    »  Ease of Use
    »  Easy content authoring
    »  Scale – caching maps and schedules




                                                14




                                                       7	
  
Schedule
Schedule Updating in Day
»  Updating the schedule in the data template changes the schedule
   everywhere on the site
  »  Station to Station Schedule
  »  Full Schedule
  »  My Next Trains (Personalized Schedules)
  »  Mobile Schedules
  »  Integration with Google for Mapping Services




                                                                               15




                                                                        Schedule
Actual Holidays
On actual holidays Metra has plenty of notice and uses day templates to add/
remove calendars from that day
  »  In this case adding all weekend/Sunday calendars
  »  Removing all weekday calendars




                                                                               16




                                                                                    8	
  
Schedule
Early Quit Days
»  Early quit days frequently give users notification in the My
   Next Trains area
  »  Links to a general content page with info on the schedule changes
     for that day




                                                                             17




GOAL #3:                            Sell
Increase On-line Ticket Sales




                                                                             18




                                                                                    9	
  
Sell
 Integrated eCommerce Architecture
Day CQ5
  »  Drives the presentation tier
  »  Manages the creation and distribution of information across all channels
  »  Leverages account data in Blue Martini for personalizing content
Blue Martini (My Metra)
  »  Holds user account information and personalization
  »  Handles “shopping cart” functionality
Why Day?
»  Flexible runtimes for easy integration




                                                                                  19




                                                                                Sell
Purchasing Tickets and Pricing

Metra has only 29 SKUs but they have 11
lines servicing over 160 stations with over
700 trains per day making thousands of daily
stops.


»  Determining what train to take can be a
   challenge. CQ5 is used to manage
   schedule data and display this complex
   information helping the 82 million annual
   riders find the right schedule.
»  Blue Martini is the system of record for
   pricing information.




                                                                                  20




                                                                                       10	
  
GOAL #4: Personalize
Personalization options




                                                  21




                                             Personalize
Personalization

Metra users have the ability to create
personalized schedule, recurring ticket
orders and alerting through the use of the
My Metra account


From mobile devices, the site is
personalized based on your location to
show the nearest station and next
departure times




                                                  22




                                                           11	
  
Personalize
My Metra
My Metra Ties Together:
CQ5, Blue Martini, Exact Target,
email and Mobile.


This is accomplished by extending
user account functionality and
allows users to manage:
»  Account
»  Personalization
»  Email Distribution Management
»  Subscription Purchase
   Management




                                                                              23




                                                                         Personalize
Exact Target Integration
»  Exact target provides secure and compliant email distribution.
»  When an alert is created it is pushed out to subscribed users via Exact
   Target




                                                                              24




                                                                                       12	
  
Personalize
Twitter Integration

»  All eleven Metra lines have Twitter accounts. When alerts are
   created for line the alerts are pushed out to Twitter.




                                                                        25




                                                                   Personalize

Personalized Web Experience
» Users create custom schedules in their My Metra accounts.
»  Personalized schedules are displayed on the Home Page




                                                                        26




                                                                                 13	
  
MEASURING SUCCESS:
  NEXT STEPS




                                                                             27




My Metra - Post Launch Reality
»  The program has been extremely successful – 25% of regular riders
   have My Metra accounts.
»  Advisories and Alerts are currently used to communicate service delays,
   holiday schedule changes, severe weather warnings and special
   services.
»  Average email volume 60,000 per month.
»  The platform has been extended to business partners and vendors




                                                                             28




                                                                                  14	
  
My Metra for Business
Personalized B2B and Partner Content
»  My Metra functionality has been extended to business partners allowing
   partners to access, download and monitor IFB and RFP opportunities.
»  Alerts are sent to registered users when new opportunities are posted and
   current opportunities are modified or awarded.




                                                                               29




Benefits and Return
  Increase in website activity            40,000 unique visitors per day
  Peak site traffic                       80,000 unique visitors per day
  Improved web channel satisfaction       200% increase in online ticketing
  Ability to communicate quickly          60,000 alerts per month


  »  Improved rider-satisfaction and new rider-satisfaction
  »  Positive response from the riders and press
  »  Reduced cost of administering the purchasing process
  »  Improve Purchasing visibility




                                                                               30




                                                                                    15	
  
Advertising – MyMetra, Mobile, Web, Email

Metra recognizes that the digital channel
offers opportunities to generate revenues
»  Personalized and Targeted advertising
»  Mobile coupons and promotions
»  Location based advertising




                                                                        31




Summary: Why Day Software for Metrarail.com
»  Multi-channel Delivery: Email, Social Media & Mobile
»  Personalization
»  eCommerce Integration
»  Real-time notification integration across multiple web experiences


»  Speed to Market: Site launched in 90 DAYS




                                                                        32




                                                                             16	
  
Addressing Marketing & IT Needs


        Segmentation, Targeting, Optimization


                                                      Marketing
                                         Social        Agility
         WCM             DAM
                                         Collab

       JSR 283 / 286-compliant Infrastructure

       Sharepoint                           CRM         IT
       Connector         CRX              Connector    Agility
                     ECM Platform &
                                           Custom
       Legacy ECM   Virtual Repository    Commerce
        Connector
                                          Connector




                                                          33




Transform Online Customer Experience




                                                          34




                                                                  17	
  
Web Content Management
                           ‣  Rapid time-to-launch for new scheduling
                              information or micro-sites


                           ‣  Delivers to multiple channels
                              (mobile, iPad, PC)


                           ‣  Ease of use for non-technical publishers



                           ‣  Scales to meet peak demand




                                                                        35




Targeting & Optimization
                           ‣  MyMetra personalization


                           ‣  Target based on GIP, tag cloud, behavior, user
                              agent, etc.


                           ‣  Integrates easily with 3rd parties


                           ‣  Establishes unique user groups



                           ‣  Analyze, report, and optimize




                                                                        36




                                                                               18	
  
Social Collaboration for Customer Engagement
                          ‣    Integrated communities


                          ‣    Customer ratings / comments


                          ‣    Blogging & social media marketing


                          ‣    User-generated content & social tagging


                          ‣    Site visitor profiles & customer marketing intelligence




                                                                              37




Cloud-ready Scaling


                                     ‣ 
    Hot-join clustering                   Rapid deployment

                                     ‣    Web-based dev, admin

                                     ‣    24x7 operational support

                                     ‣    On-demand scalability

                                     ‣    RESTful web app development




Not feasible with closed systems

                                                                              38
                                                                                   38




                                                                                         19	
  
Why Day Software & Acquity Group

»  Day Software                         »  Acquity Group
  »  Open Source architecture scales        »  Expertise across technology,
     software, hardware and expertise          digital strategy and user
  »  Ease of use empowers business             experience/design
     users & offloads IT
                                            »  Hundreds of successful Content
  »  Agile and REST-ful app
                                               Management projects launched
     development eases 3rd party
                                               for clients across verticals
     integration
  »  Proven in hundreds of production       »  Longstanding Premier Partner
     environments worldwide                    with Day since 2001




                                                                              39




    THANK YOU!
    QUESTIONS?




                                                                              40




                                                                                   20	
  

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Metra Rail Evolved its Online Presence - Acquity and Day Webinar

  • 1. Acquity Group and Day Software present: A DIGITAL TRANSFORMATION: HOW METRA EVOLVED ITS ONLINE PRESENCE 1 Day’s Vision for Customer Experiences CUSTOMERS! »  WCM vision focused on customer experience Customer Experience Management! Digital Asset Social Targeting & WCM Management Collaboration Optimization »  Modular ECM platform ECM Platform (Search, BPM, Content) interoperates with Day and 3rd Transactional Systems (ERP, CRM, ECM, PLM, Banking Systems.)! party apps 2 1  
  • 2. Who is Day Software? •  Tested – In operation since 1993 and used in hundreds of production environments •  Entrusted – Day’s list of 250+ customers includes top brands of the world •  Dependable – Publicly-traded, profitable and operating on a debt-free balance sheet •  Global – Headquarters in Boston and Basel, locations worldwide •  Innovative – CTO David Nuescheler drove JCR specs and Chief Scientist Roy Fielding created Apache and co-founded Apache Software, led REST development 3 Who is Acquity Group? We are transforming the services marketplace by helping organizations realize the potential of their business online. »  A provider of end-to-end digital strategy, design and technology solutions since 2001 »  Headquartered in Chicago with regional offices throughout the US; supporting clients on a global scale »  Privately held and profitable since opening our doors »  A trusted partner to more than 475 clients on thousands of projects 4 2  
  • 3. Agenda »  Who is Metra »  Metra’s Change Agent »  Program Goals »  Measuring Success & Next Steps 5 Who is Metra? Metra oversees all commuter rail operations in the 3,700 square mile Northeastern Illinois region. The Metra system is comprised of 11 separate lines radiating out from Chicago’s Loop, and serves more than 100 communities at 240 rail stations. 702 Trains each weekday 322,100 Weekday passengers 85,039,600 Annual passenger trips 6 3  
  • 4. Original Site from 1994 …change was needed 7 Drivers for Change Site Assessment Yes No Scalable Able to change content Dynamic system schedule Personalization Rider alerts Commerce Last Updated in 1994 8 4  
  • 5. Four Program Goals – Supported by Day ZE LE ALI DU M ON OR HE LL RS INF SC SE PE Reasons for using Day CQ5 Easy to use for non-technical authors Scale: Handle burst traffic Deliver to multiple channels Manage multiple web sites Rich, flexible APIs for integration 9 GOAL #1: INFORM Provide timely and accurate information to Metra Riders, Business Partners and the general public. 10 5  
  • 6. Inform Multi-Channel Publishing for Rider Alerts & es P ag ts Message Types: eb ge 1. Advisory W Wid 2. Service Alert ges 3. Crisis il Messa Ema Mobile & SMS* 200 Unique Groups based 12 T on train line & station: witt er A configured and delivered cco unts with 1 template *SMS integration not yet deployed 11 Inform Civic Crisis Event Civic Crisis Events are major events that impact the population at large •  All registered users receive the alert across all channels •  Web site is taken over, crisis information is displayed on all pages •  Information entered once •  Crisis procedures are the same as the daily advisory procedures 12 6  
  • 7. GOAL #2: Schedule Easy to update schedule information 13 Schedule Schedule Updating in Day Schedule data stored in data templates for each train number »  Metra can edit: »  Days of the week train runs »  Train Number »  Bikes per train »  Stop times and stations »  Stop Sequence »  Stop info »  Why Day? »  Content Architecture »  Ease of Use »  Easy content authoring »  Scale – caching maps and schedules 14 7  
  • 8. Schedule Schedule Updating in Day »  Updating the schedule in the data template changes the schedule everywhere on the site »  Station to Station Schedule »  Full Schedule »  My Next Trains (Personalized Schedules) »  Mobile Schedules »  Integration with Google for Mapping Services 15 Schedule Actual Holidays On actual holidays Metra has plenty of notice and uses day templates to add/ remove calendars from that day »  In this case adding all weekend/Sunday calendars »  Removing all weekday calendars 16 8  
  • 9. Schedule Early Quit Days »  Early quit days frequently give users notification in the My Next Trains area »  Links to a general content page with info on the schedule changes for that day 17 GOAL #3: Sell Increase On-line Ticket Sales 18 9  
  • 10. Sell Integrated eCommerce Architecture Day CQ5 »  Drives the presentation tier »  Manages the creation and distribution of information across all channels »  Leverages account data in Blue Martini for personalizing content Blue Martini (My Metra) »  Holds user account information and personalization »  Handles “shopping cart” functionality Why Day? »  Flexible runtimes for easy integration 19 Sell Purchasing Tickets and Pricing Metra has only 29 SKUs but they have 11 lines servicing over 160 stations with over 700 trains per day making thousands of daily stops. »  Determining what train to take can be a challenge. CQ5 is used to manage schedule data and display this complex information helping the 82 million annual riders find the right schedule. »  Blue Martini is the system of record for pricing information. 20 10  
  • 11. GOAL #4: Personalize Personalization options 21 Personalize Personalization Metra users have the ability to create personalized schedule, recurring ticket orders and alerting through the use of the My Metra account From mobile devices, the site is personalized based on your location to show the nearest station and next departure times 22 11  
  • 12. Personalize My Metra My Metra Ties Together: CQ5, Blue Martini, Exact Target, email and Mobile. This is accomplished by extending user account functionality and allows users to manage: »  Account »  Personalization »  Email Distribution Management »  Subscription Purchase Management 23 Personalize Exact Target Integration »  Exact target provides secure and compliant email distribution. »  When an alert is created it is pushed out to subscribed users via Exact Target 24 12  
  • 13. Personalize Twitter Integration »  All eleven Metra lines have Twitter accounts. When alerts are created for line the alerts are pushed out to Twitter. 25 Personalize Personalized Web Experience » Users create custom schedules in their My Metra accounts. »  Personalized schedules are displayed on the Home Page 26 13  
  • 14. MEASURING SUCCESS: NEXT STEPS 27 My Metra - Post Launch Reality »  The program has been extremely successful – 25% of regular riders have My Metra accounts. »  Advisories and Alerts are currently used to communicate service delays, holiday schedule changes, severe weather warnings and special services. »  Average email volume 60,000 per month. »  The platform has been extended to business partners and vendors 28 14  
  • 15. My Metra for Business Personalized B2B and Partner Content »  My Metra functionality has been extended to business partners allowing partners to access, download and monitor IFB and RFP opportunities. »  Alerts are sent to registered users when new opportunities are posted and current opportunities are modified or awarded. 29 Benefits and Return Increase in website activity 40,000 unique visitors per day Peak site traffic 80,000 unique visitors per day Improved web channel satisfaction 200% increase in online ticketing Ability to communicate quickly 60,000 alerts per month »  Improved rider-satisfaction and new rider-satisfaction »  Positive response from the riders and press »  Reduced cost of administering the purchasing process »  Improve Purchasing visibility 30 15  
  • 16. Advertising – MyMetra, Mobile, Web, Email Metra recognizes that the digital channel offers opportunities to generate revenues »  Personalized and Targeted advertising »  Mobile coupons and promotions »  Location based advertising 31 Summary: Why Day Software for Metrarail.com »  Multi-channel Delivery: Email, Social Media & Mobile »  Personalization »  eCommerce Integration »  Real-time notification integration across multiple web experiences »  Speed to Market: Site launched in 90 DAYS 32 16  
  • 17. Addressing Marketing & IT Needs Segmentation, Targeting, Optimization Marketing Social Agility WCM DAM Collab JSR 283 / 286-compliant Infrastructure Sharepoint CRM IT Connector CRX Connector Agility ECM Platform & Custom Legacy ECM Virtual Repository Commerce Connector Connector 33 Transform Online Customer Experience 34 17  
  • 18. Web Content Management ‣  Rapid time-to-launch for new scheduling information or micro-sites ‣  Delivers to multiple channels (mobile, iPad, PC) ‣  Ease of use for non-technical publishers ‣  Scales to meet peak demand 35 Targeting & Optimization ‣  MyMetra personalization ‣  Target based on GIP, tag cloud, behavior, user agent, etc. ‣  Integrates easily with 3rd parties ‣  Establishes unique user groups ‣  Analyze, report, and optimize 36 18  
  • 19. Social Collaboration for Customer Engagement ‣  Integrated communities ‣  Customer ratings / comments ‣  Blogging & social media marketing ‣  User-generated content & social tagging ‣  Site visitor profiles & customer marketing intelligence 37 Cloud-ready Scaling ‣  Hot-join clustering Rapid deployment ‣  Web-based dev, admin ‣  24x7 operational support ‣  On-demand scalability ‣  RESTful web app development Not feasible with closed systems 38 38 19  
  • 20. Why Day Software & Acquity Group »  Day Software »  Acquity Group »  Open Source architecture scales »  Expertise across technology, software, hardware and expertise digital strategy and user »  Ease of use empowers business experience/design users & offloads IT »  Hundreds of successful Content »  Agile and REST-ful app Management projects launched development eases 3rd party for clients across verticals integration »  Proven in hundreds of production »  Longstanding Premier Partner environments worldwide with Day since 2001 39 THANK YOU! QUESTIONS? 40 20