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Retailing for today´s Smarter Consumers

Business is People ☺

IBM Future of Retail & Consumer Products 2013
2I Intelligent Integrated 4S Blueprint
Solutions, Software, Systems and Services

Friedel Jonker
IBM Software Client Leader
Retail & Consumer Products
IBM Frankfurt, Barcelona, Geneva
Version 1.1, 2013/03/01
The 7 Cs of IBM Social Business & more Development
Creativity, Competence, Contacts, Communication,
Connections, Collaboration and Change
2




    IBM Software Group,
    Friedel Jonker, SCL R&CP
    Career History and Education
    2008-   today     IBM, SCL Retail & CP, Germany, Business
                      Development Manager IBM & SugarCRM, SCL
                      Travel & Transport, Business Development Manager
                      Analytics & PM, Managing Consultant CRM & BI

    1994-   2008      Deutsche Leasing AG, S-Finance Group, Germany,
                      CRM & BI Business and Program Director

    1990-   1994      Citicorp-Citibank AG, Germany, European Manager
                      Marketing Database VISA

    1989-   1990      Ogilvy & Mather Dataconsult, Germany, Consultant
                      Database Marketing

    1988-   1989      Infas, Germany, LOCAL-Direct Project manager
                      for SRPM with Location Intelligence (LI)

    1982-   1988      University of Münster, Master of Business
                      Management in Marketing & Statistics


    Languages and Profile
      German, English (fluent).
      CRM, BI/LI Strategy Leader IBM GBS Germany.
      Winner of the Sales Excellence Award 2005 from the University
      of St. Gallen and Handelsblatt.
      Broad experience in Planning and Implementing value based
      CRM & BI/LI Strategy, Processes, Architecture and Systems.
      Member of the MIT, Member of the Sales Executive Councile and
      member of Marketing Alumni, University of Münster, Germany
References –Literature and Presentations 1994-2012
Database Marketing (1994-2000)
•      Neue Informationsqualität für das VISA Kartenmanagement der Citicorp, in: Oracle Finanzwelt, 1994
•      Database Marketing bei der Deutschen Leasing AG, in: Jahrbuch 2000, Deutscher Direktmarketing Verband e.V.
CRM (2001-2007)
•      Von Database Marketing zum CRM, in: Computerwoche, 19/2001
•      Customer Relationship Management, Bericht über das Deutsche Leasing CRM-Projekt, in: GoAhead 9/2001, CSC- Ploenzke
•      CRM – die nächste Generation, Interview mit Friedel Jonker, in: Computerwoche, 33/2002
•      Mit intelligentem Database Marketing und CRM zu überdurchschnittlichem Markterfolg, in: Cognos- Kundenmagazin
•      Case Study Präsentation C3M-Eagle, marcusevans, FoCus Gipfel CRM, Montreux, 19.-21. Januar 2003
•      Erfolgreiches Customer Relationship Management bei der Deutschen Leasing AG, Nordakademie, Elmshorn, e-think-tank, Februar 2003
•      Konflikte zwischen Vertrieb und Vertrag lösen, in: Praxismagazin für Marktkommunikation der Sparkassen-Finanzgruppe, 2004, 11. Jahrgang, Nr. 5, S 38 ff
•      CRM und Sales -2 Seiten einer erfolgreichen Verbindung, im Beratungsbrief von http://www.vertriebs-experts.de , 23.03.2005
•      Deutsche Leasing Gruppe: Mit Siebel/Oracle CRM-System das Neugeschäft jährlich um durchschnittlich 12 Prozent gesteigert, in: Oracle Customer
       Snapshot Juli 2006
•      CRM als strategisches Element der wertorientierte Unternehmensführung der Deutschen Leasing AG -7P Programm für erfolgreiche CRM-Programme –
       Position_Path_Portfolio_Program_People_Progress_Performance, marcusevans, FoCus Gipfel CRM, Montreux, 14.-16. Februar 2007
•      Case Study CRM bei der DL, in Kundenmanagement –Grundlagen-Strategien-Beispiele von Manfred Krafft, März 2007
Multichannel Customer Management (2008-2010)
•      Vom Callcenter zum Intelligent Multichannel Customer Management Center, IBM Callcenter Circle, Hamburg HASPA, Mai 2008
•      Business Intelligence und Performance Management in der Finanzverwaltung, IT & Business Messe Stuttgart, October 2009
      http://fjonker.wordpress.com/2009/10/12/it-business-cio-des-bundes-bei-ibm-cognos/ , Staatssekretär Dr. Hans Bernhard Beus, CIO des Bundes
•      Neue Technologien schaffen eine Demokratisierung der Information, Initiative Mittelstand http://www.imittelstand.de/themen/topthema_100288.html ,
       16.11.2009
Integrated Realtime Corporate Management (2010-2011)
•      Integrierte Echtzeit Unternehmenssteuerung (IEU), IBM Partner Channel Kick Off Berlin, Januar 2010, Salesforce.com Cloudforce2 Frankfurt, März 2010,
       Teradata Enterprise Intelligence Summit Berlin, April 2010, IBM Partner University-Frankfurt, April 2010, Bechtle Partner Präsentation Mannheim, Juni 2010,
       FuM Partner Präsentation Stuttgart, Juli 2010
•      Integrated Realtime Corporate Management (IRCM), IBM Europe & Asia IT Architects University Stuttgart, April 2010
•      Integrierte Echtzeit Unternehmenssteuerung –IBM Synergy Play, SAP-DSAG Nürnberg, September 2010, IBM ISV Technical Executive Forum Ehningen,
       Oktober 2010, Institut für BI Stuttgart, Dezember 2010
Social Business, Social CRM and Cloud (2011-YYYY)
•      Die Rolle von Analytics für Social Software Business, IBM Social Business JamCamp, Frankfurt, October 2011
•      SUGARCRM on IBM Social Business Overview @CeBIT 2012, Hannover, März 2012, IBM Partner Event, Kaprun, März 2012
•      Social Collaboration and Social CRM in the Secure Cloud today, bwcon: Dialog @IBM 2012, Ehningen, April 2012
•      IBM Future of Retail & Consumer Products 2012, Frankfurt, September 2012
Friedel Jonker                     Wilhelm-Fay-Strasse 30-34
Dipl.-Kaufmann                     D-65936 Frankfurt
Software Client Leader
Retail & CP                        Phone (+49)-69-6645-1227
IBM Software Group                 Fax (+49)-69-6645-5640
                                   Mobile (+49)-160-9638657
                                   Jonker@de.ibm.com


More information from IBM and me. Look at Xing, Linkedin, Youtube,
Twitter, Scribd, Slideshare, Lotus Greenhouse and Pinterest.
                                                                                    Selection of Companies on my Networks:
http://pinterest.com/fjonker/                                                       3M, Amadeus, Ameriprise, Booz & Company, Citigroup,
                                                                                    Daimler, Deutsche Bank, Deutsche Telekom,
Join my Networks as Philip Kotler (North.West.Uni), Manfred Krafft (WWU Münster),
Thomas H. Davenport (Babson College), Peter Weill (MIT), Jeanne W. Ross (MIT),      Deloitte & Touchee, Ernst & Young, IBM, Lufthansa,
Andrea Back (St. Gallen), Jon Katzenbach (Booz), Genie Z. Laborde (I.D.E.A.),       McKinsey, Nestle, Nokia, O2, REWE, Samsung, Sears,
Daniel Pink, Ross Dawson (AHT) Charles Savage (KEE), Soumitra Dutta (INSEAD)        Siemens, Swisscard, Thomas Cook, TUI, Vodafone,
Chuck House (Stanford Uni.), Thomas Hutzschenreuter (WHU), Gunter Dueck (IBM),      Volkswagen and more.
David Croslin and other leading Thinkers and Practitioners have already done it.

Business is People ☺
“The Future will
look like the way
  we are creating
              IT.”
Today’s Smarter Consumer sees one brand, not multiple channels and
want a seamless, consistent satisfying customer me experience


                                                       Know me


                                                       Value me


                                                       Inform me


                                                        Serve me


                                                       Secure me
IBMs Solution, Systems and Services for todays
and future Smarter Consumers -General Roadmap




 Where your company
     has to go ?
                            What IBM can do 4U ?
  High profitable High
  speed to market !?           Take your time and                                 In which Phases do you
                                                         What you want that IBM
                                follow our Digital                                  want to achieve what
                                                            should do 4U ?
                            Transformation Journey                                       and how ?
Digital Transformation !?
                            In this presentation and
                                  on Youtube 1)
   Lowering Costs !?




 IBM Retail Digital Transformation Journey on Youtube:
 http://www.youtube.com/playlist?list=PL5TYEH37Uz7A
 SLDKb1fWNpJlfia1nJECF
The biggest challenge in Retail and CP today is what’s happening on the
other side of the counter. Consumers are becoming Smarter!



                                    Custome
                                       r




Instrumented                      Informed

                                           Deals                                                 Brand
                        Pricing                              Product Details
                                                                                               Preference

                        Reviews                            Product Comparisons




                                    Product Availability




Interconnected
                             Empowered

                                                                                 Influencing


                                                                                                Buying
                                                                                               Decisions

  Intelligent                     Engaged
Industry changes mean that Retailers must adapt to the changing consumer



      Sell what customers want                    Know what price point will
       at their preferred point of                draw customers and increase
                        purchase                  profitability mix




    Ability to adapt new                                    Deliver personalized
 services and new ways                                      promotions and
   to sell based on how                                     optimized marketing
  customers are buying                                      spend




                Optimize inventory
           investment with minimal                Drive maximum revenue and
                         stockouts                profitability through all
                                                  channels
Retail and Consumer products companies must leverage data to adapt to
the changing consumer and global marketplace
             Optimize inventory                                   Lean operations
        investment with minimal                                   & create accurate forecasts
                     stock-outs

               Know the                                                  Operational
            consumer &                                                   GRC & Fraud
         multichanneling

   Gauge consumer                                                            Accurately predict
   sentiment and act                                                         demand and consumer
         accordingly                                                         behavior
                                                                         Supply chain traceability
    Safety, quality, and                                                 and promotional spending
    efficacy of products                                                 analysis new requirements


      Gain real-time production
         visibility to drive cost-                                Avoid supply chain disruptions
            effective operations
                                     Complex R&D, patents, SIP,
                                      Trials & cost management
Investment in capabilities to fully develop Smarter Shopping competencies
will drive economic value and benefit. Therefore you have to become a
Smarter Social Business
    Annual economic benefits by competency                                                                               $388M in annual benefits
    Illustrative $25B soft-line Retailer*                                                                                by financial benefit type

                                                                                                                21%                                                    21%
                                                            $80M $388M                                         Reduced                                               Increase in profit
                                                                                                               marketing                                             from incremental
                                              $99M                                                             expense                                               revenue
                                  $51M                                                                    9%
                  $131M                                                                                 Increased
                                                                                                        SG&A
 $27M                                                                                                   efficiency
                   Prescriptive




                                                             Continuous
    Information




                                               Experience




                                                                          Potential
    Integrated




                                  Marketing




                                                                                                                                                                    40%
                                  Precision




                                                                                                            9%
                                                             Dialogue
                                               Relevant




                                                                          Economic
                   Insight




                                                                          Return                         Reduced                                                    Improved
                                                                                                         inventory                                                  margins




   7% improvement                                                         5% improvement                                                         1% improvement
   in customer satisfaction                                               in brand image                                                         in employee satisfaction

*Source: IBM Center For Applied Insights. October 2011. The potential benefits above are modeled using publically and privately available data. These potential
benefits reflect a relative result based on a specific set of data and assumptions. Therefore, potential benefits will vary by enterprise and are not guaranteed.
A Smarter Social Business is any company that has
 integrated and operationalized social media within every
 job function to generate and implement value driving Ideas
 by smarter solutions, software, systems and services



                                            The World
                                             of Ideas




Those who will not go with the time, will go with the time !
A Smarter Social Business embraces networks of people to create
business value and outperform competition




        Engaging


      Transparent


         Nimble
A Smarter Social Business needs an Office of Finance to manage
the Digital Transformation of the Business together with IT

                 Multi-Scenario-Planung
Why to become a Smarter Social Business ?
booz&co, IDC, McKinsey about „Retail and Web 2.0“
Why to become a Smarter Social Business ?
KORN/FERRY and IBM about „The transformative CMO“
Digital Transformation Puzzle (Intelligent Integrated Architecture)


     CRM                                             Business
                                                    Intelligence




               Your Digital Transformation
                        Initiatives



                                                         ...
     Risk Management
The Intelligent Integrated Architecture provides the “city plan” for
       business and IT “building blocks”
                                                                                                           Component Business Model
                                     Business                                               Technology
                                    Opportunity                                             Availability    "slice, analyse and transform"
                                                                                                                                Business          Financial          Product/        Production

                                                                         Information                                          Administration     Management          Process


                                                   Business
                                                                                                                              Corporate/LOB                          Portfolio
                                                                                                                                                    Financial                         Production
                                                                                                                                Strategy &                           Strategy &
                                                                                                                                                   Planning &                          Strategy
                                                                                                                                 Planning                             Planning

                                                                         Technology                                 Direct    Organization &
                                                                                                                                                   Forecasting
                                                                                                                                                                     Research &
                                                                                                                                                                                        Master
                                                                                                                                                                                      Production

                                                   Strategy                                                                   Process Policies
                                                                                                                                                   Capital
                                                                                                                                                 Appropriation
                                                                                                                                                                    Development
                                                                                                                                                                                       Planning



                                                                           Strategy
                                                                                                                                 Alliance                           Design Rules      Production
                                                                                                                                 Strategies        Planning
                                                                                                                                                                     & Policies     Rules & Policies

                                                                                                                              Human Capital           Risk           Program          Production
                                                                                                                               Management         Management        Management        Scheduling
                                                                                                                                                 & Internal Audit   Configuration
                                                                                                                                 Legal &
                                                                                                                                Regulatory                          Management        Production
Enterprise wide focus




                                                                                                                    Control                         Treasury




                         Strategy
                                                    Enterprise Architecture                                 Enterprise Architecture
                                                                                                                 “the city plan”
                                                   Business                   IT
                                                  Architecture           Architecture
                                                  Processes                  Users
                                                  Information                Applications
                         Planning                 People                     Data
                                                  Locations                  Technology

                                                          Transition Plan
   Project focus




                                                   Business Operating Environment                             System Architecture
                                                         and IT Infrastructure                                     functional aspects
                        Design and                                                                                 operational aspects
                         Delivery
                                                              IT Solutions
                                                                                                           “the infrastructure and single
                                                                                                                    building design”
Intelligent Integrated Architecture Path to Business Value
                                                                  Zeit/Integrationsgrad


     isolated        harmonized         concentrated         integrated




 Business           Standardized        Optimized        Business
 Silos              Technology          Core             Modularity
IBM Intelligent Integrated Architecture for Retail & CP


     IBM Intelligent Integrated Architecture
                                                                                                             Social
                                        CRM
                                                                                                      Collaboration
    Browser                Contacts              Opportunities


                           Activities              Accounts                                           Multichannel
     Notes
                           Products                 Forecasts
                                                                                                      Management

                               Mobile and Offline
                                                                                                            Social
    Mobile         Notes Integration                Collaboration              Social Funct.
                                                                                                         Analytics
   This Architecture Overview will be the final Future Status. Implementatons takes place in Phases


                                                          Retail Performance
Easy & Integrated                                                Management
IBM Intelligent Integrated Architecture with SAP


                                                            SAP “Inner Ring”
                                                                                                                  Outer Ring
                                                      SAP Component (ERP)

                                         SAP
                                                                                         SAP
                                      Enterprise      SAP Component (SCM)
                                        Portal                                           XI/PI
        Universal Enterprise Portal
        Universal Enterprise Portal




                                                                                                                                            End-to-End Monitoring
                                                      SAP Component (BI/BW)

                                                                  Web Services




                                                                                                                                                   End Monitoring
                                      Other Packaged                                        Legacy                In-house
                                                                 Cloud offerings
                                       Applications                                         Systems               Systems




                                       Web Services           IBM Enterprise Service Bus
                                                       (No Adapter needed for web service enabled applications)              Enterprise
                                                                                                                             or Federated
                                                                                                                             Registry

                                         B2B              Data Integration          Business        Master Data Mgmt.
                                        Gateway            ETL tooling, etc        Intelligence    (Customer, Product)
IBM Solutions
Synergy across                                           Collaboration
IBM Software to Deliver                                  • Collaborative capabilities
                                                         • Dashboards Increase user

Strategic Solutions                                        experience


                          Trusted Information
                          • Trusted information                                         ECM
                                                                                        • Search & discovery
Strategic Initiatives       (data lineage, business
                            glossary)                                                   • Content management
                                                                                        • Governance
that Drive Synergy        • Advanced analytics
                          • Scalable information
Requirements                platform


                                                      Performance Management
  Collaboration                                        • Business Intelligence
                                                       • Financial Performance
                                                         Management
  Business Optimization                                                                 Business Integration
                          Development & Project
                                                                                         & SOA
  Information Agenda       Management Tools                                             • Business optimization
                          • Increase development                                        • Operational BI (process
                            community adoption                                            integration, rules engine)
  Governance and          • Embedding BI                                                • BPM (business monitor,
                          • implify performance                                           engine)
  Regulatory Compliance     testing                                                     • Scalability

  Standardization                                          Security & System
                                                            Management
                                                           • Enterprise security
                                                           • Increase manageability
Intelligent Integrated Architecture Levels
                   Better Results by Integrated Information Management
                                     Financial Workforce       Dynamic
                                                  Optimization Supply Chain Multi-Channel
                  Customer & Product Risk Insight
                  Profitability                                             Marketing


                                                  Business Intelligence
                                                  und
                                                  Performance Manangement

                4. Analysis, Planning and Use of trusted Data and Content

End-to-End                      Information Integration,
Solutions                       Warehousing und
                                Master Data Mgmt.

         3. Trusted Relatime Delivery of Data and Content                                   FileNet   ®   Informix
                                                                                                                 ®




                                         Enterprise                       Enterprise        software software
                                         Data                             Content                             DB2    ®



                                         Management                       Management
                                                                                                              software
             1. Management of Enterprise Data and                2. … and use in Business
             Content                                             Processes
IBM Business Analytics –From trusted information to Better Outcomes



                                                    Better
                                                    Outcomes



                                                    Smarter
                                                    Decisions




                                               Actionable Insights




                                                     Trusted
                                                    Information
IBM Retail Performance Management Blueprint (Business)
IBM Cognos Performance Management Platform Blueprint
User              Access and Interactivity                    Universal Capabilities                             Business Modeling
Experience

                                                               Common Business Model


                     IT Tools                       Shared Set of Purpose-Built Services                                     Content
                       Admin               Presentation       Scheduling             Event             Security               Shared
                                             Service           Service              Service            Service              Dimensions
                     Upgrade
                                                                                                                             Personal
                       Model                                                                                                 Datasets
Cognos                                                    Cognos Bus – Dispatcher SOAP, XML
Architecture      Services API
                                                                                                                           Attachments,
                                                                                                                           Annotations
                                               Query          Movement           Streaming            Calculation
                      Content                 Service          Service            Service              Service               Initiatives,
                                                                                                                               Metrics
                      Security                     System Content                             Optimized OLAP
                                                   Metadata, Events                           64-bit in-Memory             Plan & Report
                     Metadata                      Search Index, Audit                        High Performance             Saved Objects
                                                   Logs, System Metrics                       Streaming Cache

                                                                   Open Data Access



Access to                Message                Relational            Application                     OLAP                    Modern and
All Data                 Sources                Sources               Sources                         Sources                 Legacy Sources



                               Exploit existing infrastructure choices     Integrated & optimized with IBM infrastructure
Infrastructure
Fit              Application &                Security Providers               Data Integration &                    Platforms &
                  Web Servers                        & Firewalls               Data Quality Tools                     Databases
IBM Intelligent Integrated Cognos on SAP Blueprint


                                                                                                                                             SAP NetWeaver® Portal
                        Casual Users                    Executives                 Financial Analysts
                        Customers & Partners            Business Managers          Professional Authors




                                           Common Business Model
     Data Analyst                                                                                                  Application &             SAP® Web Application Server
     Data Modeler                                                                                                  Web Servers

                              IT
                              Tools
                                                                                                                   Security Providers
                                                     Shared Set of Purpose-Built                                   & Firewalls               SAP NetWeaver Namespace
                                                     Services                           Business
                                                                                        Content
    Administrator

                              Services                                                                             Data Integration &
                              API                                                                                  Data Quality Tools



                                                                                                                   Platforms &
                                                                                                                                          Business Warehouse Accelerator
 System Architect                                  Open Data Access                                                Databases
       Developer


                                                      IBM Cognos 10 Architecture




                                                                                                                                   SAP NetWeaver ® Business Warehouse
                    Message           Relational           Application                                    Modern and
                    Sources           Sources                                                OLAP
                                                           Sources                                        Legacy Sources
                                                                                             Sources


                                                       SAP ® Business Suite


                                                       SAP ® R/3 ®




                              SAP, SAP NetWeaver and SAP R/3 are registered trademarks of SAP AG in Germany and in several other countries.
IBM Cognos on SAP Customer Examples
Realtime Corporate Planning with IBM Cognos/TM1
IBM Cognos Retail Performance Management for IT
IBM Retail Performance Management for IT
                                   Service             Service
Role-based dashboards                                  Maps
                                   Tree
 – Customizable/sharing
   common context
 – Web 2.0/Mash-ups (IBM & 3rd
   party)
 – Launch in context views &
   automations.
 – Realtime & Historical
   reporting across KPIs, event
   & peformance.                   Urgent
 – Mobile Support                  Services            Service
Distributed & Mainframe
                                                       Model
 – Visibility across both
 – Manage from either
 – SOA & Virtualization
 – Supports IPv4 & v6
High Scalability/Availability
 – Split UI & Engine
 – Self-monitoring
 – Failover

                                  Event       Mobile
                                  Summary     Access
Channels                                                                                            ICS Forms
   A       Branches                                                                                        Forms
                                                                                                                                                                Retail Systems
                                                                                                                                                                Core Enterprise                                  Business            Finance
                                                                                                                                                                                                                                     Banking
                                                                                                           Mgmt                                                 Information                                      Mgmt                Operations
                                                                                                                                                                                                                                     & Credit
   r                                                                                                                         Business Processes
                                                                                                                                                                Systems
                                                                                                                                                                                                                                     Operations
                                                                                                                                                                                                                  Debt                 Credit Cards
   c                                                                                                        Rules
                                                                                                            Engine
                                                                                                                 iLog
                                                                                                                              Service
                                                                                                                              Processes
                                                                                                                                              Marketing
                                                                                                                                              Processes
                                                                                                                                                                                     Customer
                                                                                                                                                                                     Relationship
                                                                                                                                                                                                                  Risk
                                                                                                                                                                                                                                       General
                                                                                                                                                                                     Mgmt
   h       ATMs                                                                                             Electronic          Compliance       Sales           Business               Marketing                 Fraud
                                                                                                                                                                                                                                       Ledger
                                                                                                                                                                                                                                       Corporate
                                                                                                                                                                                                                                       Banking
   i.                                                                                                       Signature           Processes        Processes       Partner
                                                                                                                                                                 Services
                                                                                                                                                                                        Decision
                                                                                                                                                                                        Support                   Product
                                                                                                                                                                                                                                       Retail
                                                                                                                                                                                                                                       Banking
                                                                                                                                            WebSphere
                                                                                                                                            Business Monitor         Real               Relationship                                   Loan
                                                                                                                             Process Models & Business Events        Campaign Mgr       Management                Resource             Origination
                                                                                                         Utility
                                                                                                                                                                     3rd Party




                                      Presentation / Interaction Services
Customer                                                                                                 Systems             Process Manager                         Products/Svcs
                                                                                                                                                                                        Case
                                                                                                                                                                                                                  Regulatory           Payments
                                                                                                                                        WebSphere                                       Management
           Call Centers



                                                                            Enterprise Access Services
                          WebSphere                                                                                                            Process Server
                          Portal
                                 Thin                                                                                                                       Service Registry                Service Mgmt
                                                                                                                                                                                         Service Mgmt                             Enterprise
                                                                                                                                                                                                                              External
                                 Client                                                                        Enterprise Service Hub
                                                                                                                  Enterprise Service Bus                    & Repository                    & Invocation
                                                                                                                                                                                         & Invocation                             Service Bus
                                                                                                                                                                                                                              Services Gateway
                                                                                                                                              WebSphere ESB, MQ, Message Broker
             Internet
                                                                                                                                 Data Integration/                             Information
                                                                                                                                 Information Services                                                                             FICO
                                                                                                                                                                                                                                  Fico
                                                                                                                Customer                                                       Framework                                          Credit




                                                                                                                                                                                         Banking Industry
                                                                                                                Analytics
   t                             Rich
                                 Client                                                                  Cognos, SPSS
                                                                                                                                                                                                                                  Scores

                                                                                                                                                          Master
   e       Relationship
                                                                                                                Business
                                                                                                                Insight
                                                                                                                               DataStage
                                                                                                                               QualityStage               Data
                                                                                                                                                                                                            Content
                                                                                                                                                                                                            Mgmt
                                                                                                                                                                                                                                  Demographic
                                                                                                                                                                                                                                  Data




                                                                                                                                                                                         Models
                                                                                                                                                          Mgmt MDM                                          Systems
   c       Managers /
           Agents                                                                                               Search &                                              Server
                                                                                                                                                                                                                                  3rd party
   t                                                                                                     EAS
                                                                                                                Discovery
                                                                                                                Analytics                                 Customer
                                                                                                                                                          Account
                                                                                                                                                                                                            Document
                                                                                                                                                                                                            Mgmt
                                                                                                                                                                                                                                  Data

   u                           WMBTT Server                                                                     Threat &
                                                                                                                Fraud
                                                                                                                                      Retail Data
                                                                                                                                                          Product                                           Systems
                                                                                                                                                                                                                FileNet

   r         Mobile           Multi-Channel
                                                                                                                Analytics
                                                                                                                                      Warehouse Banking
                                                                                                                                                    Data             Data
                                                                                                                                                                                                     Unstructured
                                                                                                                                                                                                     Data
                              Integration                                                                      Customer                                              Marts
   e         Banking
                                                                                                               Insight
                                                                                                               & Analytics
                                                                                                                                                    Warehouse

                                                                                                                                                       Data                          Information
                                WMBTT (Build                                                                                                           Warehousing                   Foundation
                                Option)

                                                                                                                                                                                                                       Tivoli (ITM, TAM, …)
                                                                                                                            Security, Management & Governance
                                                                                                                                 Governance & Monitoring
                                                                                                                   Rapid Development & Integration                                                              Modeler, WID, RSA, IDA, …
IBM Rational Architecture Management Solutions

                        Enterprise                        IT Business                              Manufactured
                        Modernization                     Transformation                           Products




       Jazz Platform
      Enterprise      Requirements Portfolio      Product         Project        Performance                 Business     Regulatory
                                                                                                 Security
      Architecture    Definition   Management     Management      Management     Management                  Policies     Compliance


      Business Planning & Alignment                   Product & Project Management               Compliance & Security


                                         Change
                     Requirements                                Configuration            Build              Quality
                                         & Release
                     Management                                  Management               Management         Management
                                         Management

      Collaborative Lifecycle Management


                              Architecture            Modeling              Development            Testing
                              Tools                   Tools                 Tools                  Tools


      Engineering & Software Delivery Tools
WebSphere Commerce and InfoSphere MDM                                                                                        Customer Touch Points
                   Integration Overview
                   1.   MDM manages all master data domains – the complete profile
                        and supplies needed data in context to consuming applications                                                    Web        Mobile        Kiosk
                                                                                                                                                                            Contact
                                                                                                                                                                            Center          POS



                   2.   MDM improves existing business processes with accurate and                                                                  WebSphere Commerce
                        complete master data

                   3.   MDM enables new business processes, or re-engineering
                                                                                                                                               Customer    Purchase   Precision
                        existing ones, based on MDM functionality                                                                               Profile     History   Marketing
                                                                                                                                                                                   Promotions

                                                                                                                                                                                    Order
                               Existing Business Processes                                       New Business Processes
Business Process




                                                                                                                                               Campaigns   Catalog    Inventory   Fulfillment

                        New Business          Customer              Billing           Multi-Channel       Cross- & Up-    New Product
                         Processing            Service                                 Integration            sell        Introduction




                                                                              MDM Hub
                           Act:   MDM Functionality Makes Data Actionable
Application




                          Manage:        Multiple Data Domains                   Party                Account            Product
                                                                                Location               Asset             Custom

                          Acquire:     Onboard data from source systems




                                                 Account System                 CRM                    Billing
Information Integration and Governance (IIG) is the central
component of a successful Information Supply Chain

                                            Trusted   Relevant     Governed

     Transactional
     & Collaborative                                                                   Analyze                     Business Analytics
                                                                                                                         Applications
     Applications
                                                        Integrate                           Content


                                                                                              Big Data
                                                      Master
                                                       Data
                        Manage                                                                     Cubes



                                                                                                         Streams
                       Data
                                                                    Data
  External                                                          Warehouses
                         Content
  Information
  Sources                                                                                                Information
                               Streaming
                              Information
                                                                                                         Governance
                                                       Govern
                                                                                       Standards
                                                                          Security &
                                                                          Privacy
                                                                   Lifecycle
                                                         Quality
IBM´s Trusted Realtime Information Management (TRIM) Framework
Collapsing the time and reducing the costs from information to business value
                                             Industry Frameworks



        Banking           Retail       Telco         Public Sector          Etc….        Etc….
                                            Expertise & Accelerators


        Business Strategy and                  Industry Models and                          Integrated IBM
        Planning Services                      Pre-Built Solution Assets                    Partner Components
                                                      IBM Cognos
          Reporting & Analysis              Scorecarding & Dashboarding             Planning, Budgeting & Forecasting


     Unified Performance System Platform

             IBM InfoSphere MDM Server                                         IBM InfoSphere Warehouse
        Define              Manage           Transact                           Reliable Real-Time Delivery

                                                                                Manage                 Analyze
                  Party, Product, Account

                                            IBM Information Server
          Understand                    Cleanse                            Transform                   Deliver


     Unified Metadata Management
Information Supply Chain

      Business        Subject Matter           Architects         Data                Developers             DBAs
      Users           Experts                                     Analysts




                      2. Generate and deploy
 1. Define business                             3. Profile data         4. Cleanse data sources,   5. Transform data to
                      data model based on
 terms in glossary                              sources, mapping to     resolving problems found   target data format, as
                      business terms
                                                business terms          by profiling.              defined by data model

Business              Rational Data            Information            QualityStage            DataStage
Glossary              Architect                Analyzer




                                                                                                                            Deployed
                                                                                                                            application
                                                 Information Services Framework


                       Metadata Server
MDM Server Architecture – Cognos Integration

                                                                  MDM Consumers
                                       Data                                                                                                 •Import
     Administration                                                  Client                    ESB / MQ /         MDM Report Registry
                                    Stewardship
          UI                                                       Applications                EAI Broker                                   •Export
                                        UI
                                                                                                                  Cognos BI Reporting
                                         Request Framework
                                                        Service Controller                             Parser                              report designs
 Web Services            XML                             Request Handler
                      Composite                                                                     Constructor
                      Transaction                 Business Transaction Manager
  Messaging             Handler
   Adapter                                               Business Proxies                             Security

                                                                                                                       •SQL Queries against
                                                                    MDM Core                                           database views via
   MDM Component                            Admin             Common       Account        Party       Product          configured JNDI data
                                           Services           Services     Services      Services     Services         source
   Client Component
                                                              Controller Components
   MDM Sample


 Significant Pluggable                                          Business Logic Components
 Component

   Third Party Component                             Utility                          Suspect Processing
                                                   Components                            Components
                                                                                                                              Generated Reports
                                                                         PureQuery
                                                                                                                             Export to various file types
                                                                                                                              (pdf, excel, powerpoint)
                                                    Code             Operational                History
                                                   Tables            Structures               Structures
                                                  Rule Data             Data                 History Data
Integration Example: Missing Data for June caused by Error in Input File
     Missing Data for June          COGNOS Data              IBM Metadata
      in COGNOS Report            Lineage Drill-Down          Workbench




    DataStage Job:                      Metadata Workbench
   Only 1 row for June                     Data Lineage
PIM Addresses Core Challenges
Key Product Information Scattered Across The Organization

                                                                                          Product Information
                                                                                          Targets / Destinations
                   Direct from                    Product                   Authorize /
     Docs           Suppliers                     Producer                    Reject             eCommerce (website)
                                                                Emails
                                                                                                 Print publishing
                                    Spread
                                    sheets
                   Creative                                                                      Order Mgmt System
                   and Copy
                                              GDS Network    Merchant
                                                                            Promotion
                                                                            Managers             Call centers
   Enterprise
  Applications                   New Item
                                  Form                                                           ERP
                                                             Logistics

                 Category                                                   Images               Retek
                 Managers                       Regional
                                                Managers
                                                                                                 Suppliers / Vendors
    Finance                         Vendor
                                   Managers
                                                             Price Update                        Procurement

                     Images                    Marketing                                         Analytical

                                     Product Data
PIM Provides A Single Source of Truth –
Critical Info Aggregated From All Internal & External Sources

                                                                                   Product Information
   Internal Systems
                                                                                  Targets / Destinations

                                                                                        eCommerce (website)
                            Product           Finance     Images   Marketing
 Databases    Enterprise    Manager
             Applications
                                                                                        Print publishing


     Internal Docs                                                                      Order Mgmt System


                                                                                       Call centers

                                       MDM Server for PIM
                                                                                       ERP
   Emails      Spread              Workflow Authoring Processes
               sheets            Data                               User & Role
                                                   Authoring UI
                            Synchronization                          Security          Retek

  External Resources                                                                   Supplier / Vendors
                                       Flexible Data Model
                                                                                       Procurement
                                        Product Information
   GDS       Direct from                                                               Analystical
  Network     Suppliers
Gartner Estimates Significant Growth in MDM of Product Data
Market
Product Information Management (PIM)
market renamed in 2008 to Master Data
Management of Product Data to recognize
gradual convergence in MDM technology
Gartner expectations:
– Through 2011, expect the market for MDM of
  Product Data software revenue (license and
  maintenance) to grow to $1B
– By 2011, IBM, Oracle and SAP will command
  more than 50% of PIM SW revenue
– No leader will emerge in the PIM market
  before 2009
IBM: leading visionary for MDM of Product
market
– Strong long-term, comprehensive MDM
  strategy
– Demonstrated success with customers across
  multiple indutries
– Depth of functionality to meet range of
  custome requirements
                                        Source: Magic Quadrant for Master Data Management of Product Data, July 2008, Gartner, Inc.
Sample IBM Infosphere MDM Server for PIM Customers




                        Boulanger




    InfoSphere MDM Server for PIM’s customer base includes the largest companies in its markets
                     as well as market leading companies in new industries
Nestle
The leading Global Consumer Products Company




                                      http://www.nestle.co.uk/media/newsfeatures/nest
                                      le-empowers-consumers-with-new-digital-
                                      labelling-scheme-#.US3VIMXfyPM
LG Electronics
One of the largest consumer electronics companies in the world with annual revenues
exceeding $23B creates a single source of product information with IBM
 Challenge
 Reduce costs by reusing parts across Digital
 Appliance, Digital Display, Digital Media and
 Mobile Communication Divisions                  Benefits
 Optimize development/procurement process
 by eliminating duplicate part numbers
                                                 • Improved the quality of its master data
 Better manage parts and company-wide
 communication with a new unique parts-          • Expects cost savings through a reduction in the
 numbering and classification scheme               number of collaboration errors between
                                                   organizations

                                                 • Expects increased productivity with its legacy
                                                   system
 Solution
                                                 • Can now promptly produce clear business
  IBM® InfoSphere™ MDM Server for PIM              analysis

  IBM Global Business Services
Carrefour
The leading European supermarket group synchronizes with suppliers

Challenge

 Carrefour needed to solve problems in data quality
 and workflow that were limiting the firm’s ability to
 improve operational efficiency, revenue and
 customer service targets.                               Benefits
 Carrefour estimated that problems with data
 quality in their referential systems cost them 0.2%      Enhanced the quality of the product
 to 0.4% of net sales, which represents                   information
 approximately €280M.
                                                          Decreased distribution costs: eliminated
                                                          manual modification of 30% of product
Solution                                                  information, 80% of which is related to price
                                                          and promotion
 IBM® InfoSphere™ MDM Server for PIM
                                                          Increased speed to market
 IBM WebSphere Supplier Portal and global data
 synchronization                                          Built a foundation for future initiatives such as
 IBM Global Business Services                             RFID/EPCIS
                                                          Increased employee productivity
Order Management Solution Architecture

                                       Kiosk                                 Selling Channels                                  Mobile
                    IBM POS                          IBM Websphere Commerce               IBM/Sterling Call Center       IBM/Sterling Store
                      Cash and Carry                   Catalog/Content                       Task Based Call Center         Store Based Order Processing
                      Tendering                        Web Ordering/Cart                     Call Scripting                 Save-the-sale
                      Loyalty                          Marketing                             Call Center OMS                Endless Aisle


                                                                                                                                                    Other




                                                                                                                                                                Business Intelligence
                                                                                                                                                                Business Intelligence
                     Other Systems                IBM Sterling Order Management                                                                     Services
                     • ERP                        Cross-Channel Business Services:
                                                                                                                                                    • Payment
                     • Merchandising              Customer, Order, Inv, Catalog, Pricing, Promotion, Configuration, Returns
                     • WMS                        Business Process Platform & Event Management                                                      • Fraud
                     • Other                      Multi-Client / Multi-Tenant Data Model                                                            • Tax
                                                   Service Oriented Architecture (SOA)
                                                                                                                                                    • Address
Global Visibility




                                                    Brand 1        Brand 2             Division 1       Division 2    Acquisition




                                     Sterling Warehouse
                                                                                                                              Sterling Store
                                     Management                        Drop Shippers                3PL’s
                                                                                                                              Operations
                                        Networked Locations                                                                         Store Network




                             Fulfillment Network
IBM & SAP Integrated Retail Ordermanagement
Architecture
IBM ECM Architecture with Intelligent SAP Integration

              Anwendungen


                                                   Outlook                                   Intranet/
                   SAP             IBM Content                                                Portal
                                                  Exchange         EAI Archivierung
                                     Navigator




                Collection                         IBM FileNet                        Filenet Administration
                                                 Content Manager                          und Monitoring

File System



 E-mail
                                                     Active Content                    Enterprise Manager
                                                        File Plan                     Deployment Manager
                                                       Metadata                         System Monitor
                     IBM
               Content Collector                       Versioning
                    - File                              Archiving
                     - Mail                             Security
  SAP               - SAP                            Fultext-Search
                                                       Encryption
                                                      Auditfunction
                                                 Livecycle-Management
Social Collaboration
Social Analytics –Integrated capabilities of IBM Connections
      Profiles                                 Home
      Find the people you need                 See what's happening across your social
                                               network

      Communities                              Social Analytics
      Work with people who share common        Discover who and what you don’t know via
      roles and expertise                      recommendations

      Files                                    Micro-blogging
      Post, share, and discover documents,     Reach out for help or share news with
      presentations, images, and more          your social network

      Wikis                                    Bookmarks
      Create web content together              Save, share, and discover bookmarks


      Activities                               Blogs
      Organize your work and tap your          Present your own ideas, and learn from
      professional network                     others

      Forums                                   Mobile
      Exchange ideas with, and benefit from    Access Connections anywhere, anytime
      the expertise of others                  with mobile & tablet access
Social Analytics –Screenshots from IBM Connections
Social Analytics –IBM Cognos


Drag-and-drop content                             Do More…
                                                  Exploration & Analysis with
Reports &                                         Business Insight Advanced
Analysis
                        Business Insight

TM1
Cubes


Real-Time
Monitoring                                        Social Collaboration with
                                                  Lotus Connections


Metrics
                           Unified BI workspace
Toolbox
Social Analytics –IBM Cognos + Connections

     IBM Cognos                                         IBM Connections




    Reports




 Ad-hoc Queries                Social
                              Analytics      Blogs      Activities   Profiles   Files




    Analysis                                         Wikis   Bookmarks Communities




   Dashboards
Social Analytics –IBM Cognos + Connections

  Collect, organize, share and reuse work      Collaboration
                                               Button




IBM Cognos Collaboration

Solution Highlights:


  Link directly from Lotus Connections to a
  Cognos Business Insight Dashboard
  Single sign-on for both Business Insight
  Dashboards and Lotus Connections
  Send email notifications directly from the
  Lotus Connections Activity
  Filter Activities based on the dashboard
Multichannel Customer Experience –Social Media Analytics

  Social Sites Benchmark Dashboards                  Relationship-Matrix                                 Text Mining




        Sentimental Analysis                  Flexible Integration of internal                      Advanced Searching
                                                 and external ressources
                                                      Intranet
                                                                        Complaint
                                      Web, Blogs, News,                 Management (Letter,
                                      Twitter, Boards                   Email, Fax)
                                                                 CCI
                                            www.-Content                  Relational DBs (market
                                                                          data, studies, CRM-
                                                                          Sytems)
                                                                       Call-Center Data

     Snippet Overview and Details                         Evolving Topics                          Individualized Reporting




                                                                                                   @Birk – was noch?




   59
IBM SPSS Predictive Analytics
                                                     Realtime Recommenda-
                                                     tions for Web & CRM




                                     Personalized
                                     Offerings



        Target Group            Analytical
        Analytics               Decision
                                Improvement                    Action Scoring




                                                          Real-time Identification of
                                                          fraud transactions
  Web-User
                            Risk Scoring and Fraud
  Analytics
                            Prevention
IBM SPSS
Delivering a new class of Direct Marketing to Marketing, Sales & Services
Multichannel Management

 Websites
 User Experience                                 Call Center                Optimizing Impressions
 with                                                                         Analytics
 Laptops, PCs                                                                 Explore
                                                                              AdTarget
                                                                              Impression Attribution
                                                                              Search
                                                                              Social

                                                   Stores                   Personalizing Information
                                                                              Analytics
                                                                              Explore
                                                                              Intelligent Offer
                                                                              LIVEmail
Mobile Devices
(Webseiten & Apps)                                                          Targeting Segments
                                                     Customer Attributes      Analytics
                                                     (offline)                Explore
                                                                              AdTarget
Off-Site Impressions                            • CRM Data                    Impression Attribution
(Social Media)                                  • Loyalty Programm Status     Lifecycle
                       Off-Site Impressions     • Scoring                     LIVEmail
                       (display-ads & andere)   • Demographic Data
                                                • etc…
Multichannel Customer Experience –Website Optimization

                                          Usability Analytics
                                          1. Click Heat Maps
                                          2. Link Analytics
                                          3. Form Field Analytics                   SaaS
                                          4. Attention Map


                                           Supports Mobile Web

                                                        +
                                  Integrated with Tealeaf Replay

                                  •   Replay the actual session of a single user
                                      anywhere in the process for any user
                                  •   Discover how a select user uses your site    On-Premise
                                      and compare to how most users use the
                                      site for additional insights.
                                  •   On-premise and integrated w/ Tealeaf
                                      solutions including SaaS-based usability



   63
E- and M-Commerce Performance Dashboard
Possible Payback in 3 month
 Results Synthesized from 4 Customers:               Summary: 3-Year Risk-Adjusted ROI
   Online Travel Agent                                 $6,000,000
   Leading Online Clothing, Shoes Retailer
                                                       $5,000,000
   Retailer of Automotive Accessories
   Another Online Travel Agent                         $4,000,000

Benefits Quantified in Study
                                                       $3,000,000
Increased Conversion Rate                    3.5%
                                                       $2,000,000
Increased Average Order Value                0.5%
Improved Retention Rate                        1%      $1,000,000

Reduced Problem Resolution Time               60%
                                                             $-
Reduced Incidents (Project Avoidance)         10%
                                                                       Initial     Year 1     Year 2        Year 3
Reduced Disputed/Fraudulent Chargebacks      0.05%     $(1,000,000)


                                                             Reduction in chargeback transactions
                                                             Reduction in IT costs for project avoidance
Three-Year Risk Adjusted Results
                                                             Reduction in IT costs for problem resolution
ROI:                                         512%            Incremental revenue from improved retention rate
                                                             Incremental revenue from increased order value
Payback Period:                         2.6 months           Incremental revenue from increased conversion
                                                             Total yearly costs for Tealeaf
Total Net Present Value:                $7,633,214

              Source: A commissioned study by Forrester Consulting, “The Total Economic
              Impact of Tealeaf’s Customer Behavior Analysis Suite.” July 2010
tealeaf clients extract
Retailers are faced with more challenging pricing, promotion
and product decisions than ever before




  Traditional price      New price models         Economic impact on price
    competition                                         sensitivity




Online / mobile price     Endless aisles            Increased targeting
    transparency          available online          and personalization

                                 67
Multichannel Customer Experience –Trade Promotion Optimization


                 Manufacturer                   Collaboration          Retailer



                 Marketing Spend Optimization                      Shopper Insights &




                                                                                             Corporate
                                                                   Planning
  HQ




                      Trade Allocation &                        Marketing Mix Optimization
                      Optimization                              & Execution




                       Shopper Insights                             Shopper Insights
  Account Team




                                                                                             Merchandising
                         Assortment                                    Assortment
                         Planning                                      Planning

                   Customer Event Planning                         Promotion Planning


                      Deal Management                               Deal Management
Competitive Analysis - DemandTec for Retail Competitive Overview
                              Price              Promotion              Markdown           Assortment   Shopper Insights




 Note: Does not include recent entrance of B2B players (Zilliant) or ecommerce (Mercent)
Tailor Promotions to the Right Shoppers

      Example Case Studies

        Kitchen cooking item with strong seasonal volume opportunity
        Retailer historically reserved promotional display aisle for private label only
        Based on shopper insights, simulated positive effect on total category if private
        label and branded item were displayed in back-to-back windows during
        promotional period




                                                                                            +108.2%


                                                                                            +19.9%

                  Note: Simulated results approximate to protect customer confidentiality
Customers Include…

EMEA                       RoW
  Conad, Italy             Ahold USA
  Coop, Denmark            Best Buy
  Coop, Sweden             Delhaize America
  El Corte Ingles, Spain   Dollar General
  Monoprix, France         Office Depot
  PAC2000, Italy           Radio Shack
  WHSmith, UK              Sports Authority
                           Target
                           WalMart
Multichannel Customer Experience –Campaign Managem.
   Manage Marketing across Multiple Interaction Channels
     – Cross-channel marketing strategy is defined and planned using Unica
     – Coremetrics is used to track consumer actions, and make relevant recommendations
     – The e-commerce web site and order capture is provided by WebSphere Commerce
                                        Optimize display and search results with
                                        Coremetrics AdTarget and Coremetrics Search
  Marketing messages and
  campaigns are defined and
  planned using Unica Campaign




                                                                                                     Web


                                                                                                                 Mobile


 Insights from                                                                                           Retail
 social media,                                                                                           Store
 third party                                                                                             Systems
 websites,                                                                                 Store
 purchase                                                                             Deliver custom landing pages with targeted
 history ,etc                                                                         messages and promotions via WebSphere
                                            Generate demand with Unica eMessage       Commerce Precision Marketing
                                            (email creation, delivery, tracking
                                 Capture responses and refine
Multichannel Customer Experience –Mobile Optimization
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013
Ibm future of retail and consumer products 2013

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Ibm future of retail and consumer products 2013

  • 1. Retailing for today´s Smarter Consumers Business is People ☺ IBM Future of Retail & Consumer Products 2013 2I Intelligent Integrated 4S Blueprint Solutions, Software, Systems and Services Friedel Jonker IBM Software Client Leader Retail & Consumer Products IBM Frankfurt, Barcelona, Geneva Version 1.1, 2013/03/01 The 7 Cs of IBM Social Business & more Development Creativity, Competence, Contacts, Communication, Connections, Collaboration and Change
  • 2. 2 IBM Software Group, Friedel Jonker, SCL R&CP Career History and Education 2008- today IBM, SCL Retail & CP, Germany, Business Development Manager IBM & SugarCRM, SCL Travel & Transport, Business Development Manager Analytics & PM, Managing Consultant CRM & BI 1994- 2008 Deutsche Leasing AG, S-Finance Group, Germany, CRM & BI Business and Program Director 1990- 1994 Citicorp-Citibank AG, Germany, European Manager Marketing Database VISA 1989- 1990 Ogilvy & Mather Dataconsult, Germany, Consultant Database Marketing 1988- 1989 Infas, Germany, LOCAL-Direct Project manager for SRPM with Location Intelligence (LI) 1982- 1988 University of Münster, Master of Business Management in Marketing & Statistics Languages and Profile German, English (fluent). CRM, BI/LI Strategy Leader IBM GBS Germany. Winner of the Sales Excellence Award 2005 from the University of St. Gallen and Handelsblatt. Broad experience in Planning and Implementing value based CRM & BI/LI Strategy, Processes, Architecture and Systems. Member of the MIT, Member of the Sales Executive Councile and member of Marketing Alumni, University of Münster, Germany
  • 3. References –Literature and Presentations 1994-2012 Database Marketing (1994-2000) • Neue Informationsqualität für das VISA Kartenmanagement der Citicorp, in: Oracle Finanzwelt, 1994 • Database Marketing bei der Deutschen Leasing AG, in: Jahrbuch 2000, Deutscher Direktmarketing Verband e.V. CRM (2001-2007) • Von Database Marketing zum CRM, in: Computerwoche, 19/2001 • Customer Relationship Management, Bericht über das Deutsche Leasing CRM-Projekt, in: GoAhead 9/2001, CSC- Ploenzke • CRM – die nächste Generation, Interview mit Friedel Jonker, in: Computerwoche, 33/2002 • Mit intelligentem Database Marketing und CRM zu überdurchschnittlichem Markterfolg, in: Cognos- Kundenmagazin • Case Study Präsentation C3M-Eagle, marcusevans, FoCus Gipfel CRM, Montreux, 19.-21. Januar 2003 • Erfolgreiches Customer Relationship Management bei der Deutschen Leasing AG, Nordakademie, Elmshorn, e-think-tank, Februar 2003 • Konflikte zwischen Vertrieb und Vertrag lösen, in: Praxismagazin für Marktkommunikation der Sparkassen-Finanzgruppe, 2004, 11. Jahrgang, Nr. 5, S 38 ff • CRM und Sales -2 Seiten einer erfolgreichen Verbindung, im Beratungsbrief von http://www.vertriebs-experts.de , 23.03.2005 • Deutsche Leasing Gruppe: Mit Siebel/Oracle CRM-System das Neugeschäft jährlich um durchschnittlich 12 Prozent gesteigert, in: Oracle Customer Snapshot Juli 2006 • CRM als strategisches Element der wertorientierte Unternehmensführung der Deutschen Leasing AG -7P Programm für erfolgreiche CRM-Programme – Position_Path_Portfolio_Program_People_Progress_Performance, marcusevans, FoCus Gipfel CRM, Montreux, 14.-16. Februar 2007 • Case Study CRM bei der DL, in Kundenmanagement –Grundlagen-Strategien-Beispiele von Manfred Krafft, März 2007 Multichannel Customer Management (2008-2010) • Vom Callcenter zum Intelligent Multichannel Customer Management Center, IBM Callcenter Circle, Hamburg HASPA, Mai 2008 • Business Intelligence und Performance Management in der Finanzverwaltung, IT & Business Messe Stuttgart, October 2009 http://fjonker.wordpress.com/2009/10/12/it-business-cio-des-bundes-bei-ibm-cognos/ , Staatssekretär Dr. Hans Bernhard Beus, CIO des Bundes • Neue Technologien schaffen eine Demokratisierung der Information, Initiative Mittelstand http://www.imittelstand.de/themen/topthema_100288.html , 16.11.2009 Integrated Realtime Corporate Management (2010-2011) • Integrierte Echtzeit Unternehmenssteuerung (IEU), IBM Partner Channel Kick Off Berlin, Januar 2010, Salesforce.com Cloudforce2 Frankfurt, März 2010, Teradata Enterprise Intelligence Summit Berlin, April 2010, IBM Partner University-Frankfurt, April 2010, Bechtle Partner Präsentation Mannheim, Juni 2010, FuM Partner Präsentation Stuttgart, Juli 2010 • Integrated Realtime Corporate Management (IRCM), IBM Europe & Asia IT Architects University Stuttgart, April 2010 • Integrierte Echtzeit Unternehmenssteuerung –IBM Synergy Play, SAP-DSAG Nürnberg, September 2010, IBM ISV Technical Executive Forum Ehningen, Oktober 2010, Institut für BI Stuttgart, Dezember 2010 Social Business, Social CRM and Cloud (2011-YYYY) • Die Rolle von Analytics für Social Software Business, IBM Social Business JamCamp, Frankfurt, October 2011 • SUGARCRM on IBM Social Business Overview @CeBIT 2012, Hannover, März 2012, IBM Partner Event, Kaprun, März 2012 • Social Collaboration and Social CRM in the Secure Cloud today, bwcon: Dialog @IBM 2012, Ehningen, April 2012 • IBM Future of Retail & Consumer Products 2012, Frankfurt, September 2012
  • 4. Friedel Jonker Wilhelm-Fay-Strasse 30-34 Dipl.-Kaufmann D-65936 Frankfurt Software Client Leader Retail & CP Phone (+49)-69-6645-1227 IBM Software Group Fax (+49)-69-6645-5640 Mobile (+49)-160-9638657 Jonker@de.ibm.com More information from IBM and me. Look at Xing, Linkedin, Youtube, Twitter, Scribd, Slideshare, Lotus Greenhouse and Pinterest. Selection of Companies on my Networks: http://pinterest.com/fjonker/ 3M, Amadeus, Ameriprise, Booz & Company, Citigroup, Daimler, Deutsche Bank, Deutsche Telekom, Join my Networks as Philip Kotler (North.West.Uni), Manfred Krafft (WWU Münster), Thomas H. Davenport (Babson College), Peter Weill (MIT), Jeanne W. Ross (MIT), Deloitte & Touchee, Ernst & Young, IBM, Lufthansa, Andrea Back (St. Gallen), Jon Katzenbach (Booz), Genie Z. Laborde (I.D.E.A.), McKinsey, Nestle, Nokia, O2, REWE, Samsung, Sears, Daniel Pink, Ross Dawson (AHT) Charles Savage (KEE), Soumitra Dutta (INSEAD) Siemens, Swisscard, Thomas Cook, TUI, Vodafone, Chuck House (Stanford Uni.), Thomas Hutzschenreuter (WHU), Gunter Dueck (IBM), Volkswagen and more. David Croslin and other leading Thinkers and Practitioners have already done it. Business is People ☺
  • 5. “The Future will look like the way we are creating IT.”
  • 6. Today’s Smarter Consumer sees one brand, not multiple channels and want a seamless, consistent satisfying customer me experience Know me Value me Inform me Serve me Secure me
  • 7. IBMs Solution, Systems and Services for todays and future Smarter Consumers -General Roadmap Where your company has to go ? What IBM can do 4U ? High profitable High speed to market !? Take your time and In which Phases do you What you want that IBM follow our Digital want to achieve what should do 4U ? Transformation Journey and how ? Digital Transformation !? In this presentation and on Youtube 1) Lowering Costs !? IBM Retail Digital Transformation Journey on Youtube: http://www.youtube.com/playlist?list=PL5TYEH37Uz7A SLDKb1fWNpJlfia1nJECF
  • 8. The biggest challenge in Retail and CP today is what’s happening on the other side of the counter. Consumers are becoming Smarter! Custome r Instrumented Informed Deals Brand Pricing Product Details Preference Reviews Product Comparisons Product Availability Interconnected Empowered Influencing Buying Decisions Intelligent Engaged
  • 9. Industry changes mean that Retailers must adapt to the changing consumer Sell what customers want Know what price point will at their preferred point of draw customers and increase purchase profitability mix Ability to adapt new Deliver personalized services and new ways promotions and to sell based on how optimized marketing customers are buying spend Optimize inventory investment with minimal Drive maximum revenue and stockouts profitability through all channels
  • 10. Retail and Consumer products companies must leverage data to adapt to the changing consumer and global marketplace Optimize inventory Lean operations investment with minimal & create accurate forecasts stock-outs Know the Operational consumer & GRC & Fraud multichanneling Gauge consumer Accurately predict sentiment and act demand and consumer accordingly behavior Supply chain traceability Safety, quality, and and promotional spending efficacy of products analysis new requirements Gain real-time production visibility to drive cost- Avoid supply chain disruptions effective operations Complex R&D, patents, SIP, Trials & cost management
  • 11. Investment in capabilities to fully develop Smarter Shopping competencies will drive economic value and benefit. Therefore you have to become a Smarter Social Business Annual economic benefits by competency $388M in annual benefits Illustrative $25B soft-line Retailer* by financial benefit type 21% 21% $80M $388M Reduced Increase in profit marketing from incremental $99M expense revenue $51M 9% $131M Increased SG&A $27M efficiency Prescriptive Continuous Information Experience Potential Integrated Marketing 40% Precision 9% Dialogue Relevant Economic Insight Return Reduced Improved inventory margins 7% improvement 5% improvement 1% improvement in customer satisfaction in brand image in employee satisfaction *Source: IBM Center For Applied Insights. October 2011. The potential benefits above are modeled using publically and privately available data. These potential benefits reflect a relative result based on a specific set of data and assumptions. Therefore, potential benefits will vary by enterprise and are not guaranteed.
  • 12. A Smarter Social Business is any company that has integrated and operationalized social media within every job function to generate and implement value driving Ideas by smarter solutions, software, systems and services The World of Ideas Those who will not go with the time, will go with the time !
  • 13. A Smarter Social Business embraces networks of people to create business value and outperform competition Engaging Transparent Nimble
  • 14. A Smarter Social Business needs an Office of Finance to manage the Digital Transformation of the Business together with IT Multi-Scenario-Planung
  • 15. Why to become a Smarter Social Business ? booz&co, IDC, McKinsey about „Retail and Web 2.0“
  • 16. Why to become a Smarter Social Business ? KORN/FERRY and IBM about „The transformative CMO“
  • 17. Digital Transformation Puzzle (Intelligent Integrated Architecture) CRM Business Intelligence Your Digital Transformation Initiatives ... Risk Management
  • 18. The Intelligent Integrated Architecture provides the “city plan” for business and IT “building blocks” Component Business Model Business Technology Opportunity Availability "slice, analyse and transform" Business Financial Product/ Production Information Administration Management Process Business Corporate/LOB Portfolio Financial Production Strategy & Strategy & Planning & Strategy Planning Planning Technology Direct Organization & Forecasting Research & Master Production Strategy Process Policies Capital Appropriation Development Planning Strategy Alliance Design Rules Production Strategies Planning & Policies Rules & Policies Human Capital Risk Program Production Management Management Management Scheduling & Internal Audit Configuration Legal & Regulatory Management Production Enterprise wide focus Control Treasury Strategy Enterprise Architecture Enterprise Architecture “the city plan” Business IT Architecture Architecture Processes Users Information Applications Planning People Data Locations Technology Transition Plan Project focus Business Operating Environment System Architecture and IT Infrastructure functional aspects Design and operational aspects Delivery IT Solutions “the infrastructure and single building design”
  • 19. Intelligent Integrated Architecture Path to Business Value Zeit/Integrationsgrad isolated harmonized concentrated integrated Business Standardized Optimized Business Silos Technology Core Modularity
  • 20.
  • 21.
  • 22. IBM Intelligent Integrated Architecture for Retail & CP IBM Intelligent Integrated Architecture Social CRM Collaboration Browser Contacts Opportunities Activities Accounts Multichannel Notes Products Forecasts Management Mobile and Offline Social Mobile Notes Integration Collaboration Social Funct. Analytics This Architecture Overview will be the final Future Status. Implementatons takes place in Phases Retail Performance Easy & Integrated Management
  • 23. IBM Intelligent Integrated Architecture with SAP SAP “Inner Ring” Outer Ring SAP Component (ERP) SAP SAP Enterprise SAP Component (SCM) Portal XI/PI Universal Enterprise Portal Universal Enterprise Portal End-to-End Monitoring SAP Component (BI/BW) Web Services End Monitoring Other Packaged Legacy In-house Cloud offerings Applications Systems Systems Web Services IBM Enterprise Service Bus (No Adapter needed for web service enabled applications) Enterprise or Federated Registry B2B Data Integration Business Master Data Mgmt. Gateway ETL tooling, etc Intelligence (Customer, Product)
  • 24. IBM Solutions Synergy across Collaboration IBM Software to Deliver • Collaborative capabilities • Dashboards Increase user Strategic Solutions experience Trusted Information • Trusted information ECM • Search & discovery Strategic Initiatives (data lineage, business glossary) • Content management • Governance that Drive Synergy • Advanced analytics • Scalable information Requirements platform Performance Management Collaboration • Business Intelligence • Financial Performance Management Business Optimization Business Integration Development & Project & SOA Information Agenda Management Tools • Business optimization • Increase development • Operational BI (process community adoption integration, rules engine) Governance and • Embedding BI • BPM (business monitor, • implify performance engine) Regulatory Compliance testing • Scalability Standardization Security & System Management • Enterprise security • Increase manageability
  • 25. Intelligent Integrated Architecture Levels Better Results by Integrated Information Management Financial Workforce Dynamic Optimization Supply Chain Multi-Channel Customer & Product Risk Insight Profitability Marketing Business Intelligence und Performance Manangement 4. Analysis, Planning and Use of trusted Data and Content End-to-End Information Integration, Solutions Warehousing und Master Data Mgmt. 3. Trusted Relatime Delivery of Data and Content FileNet ® Informix ® Enterprise Enterprise software software Data Content DB2 ® Management Management software 1. Management of Enterprise Data and 2. … and use in Business Content Processes
  • 26. IBM Business Analytics –From trusted information to Better Outcomes Better Outcomes Smarter Decisions Actionable Insights Trusted Information
  • 27. IBM Retail Performance Management Blueprint (Business)
  • 28.
  • 29. IBM Cognos Performance Management Platform Blueprint User Access and Interactivity Universal Capabilities Business Modeling Experience Common Business Model IT Tools Shared Set of Purpose-Built Services Content Admin Presentation Scheduling Event Security Shared Service Service Service Service Dimensions Upgrade Personal Model Datasets Cognos Cognos Bus – Dispatcher SOAP, XML Architecture Services API Attachments, Annotations Query Movement Streaming Calculation Content Service Service Service Service Initiatives, Metrics Security System Content Optimized OLAP Metadata, Events 64-bit in-Memory Plan & Report Metadata Search Index, Audit High Performance Saved Objects Logs, System Metrics Streaming Cache Open Data Access Access to Message Relational Application OLAP Modern and All Data Sources Sources Sources Sources Legacy Sources Exploit existing infrastructure choices Integrated & optimized with IBM infrastructure Infrastructure Fit Application & Security Providers Data Integration & Platforms & Web Servers & Firewalls Data Quality Tools Databases
  • 30. IBM Intelligent Integrated Cognos on SAP Blueprint SAP NetWeaver® Portal Casual Users Executives Financial Analysts Customers & Partners Business Managers Professional Authors Common Business Model Data Analyst Application & SAP® Web Application Server Data Modeler Web Servers IT Tools Security Providers Shared Set of Purpose-Built & Firewalls SAP NetWeaver Namespace Services Business Content Administrator Services Data Integration & API Data Quality Tools Platforms & Business Warehouse Accelerator System Architect Open Data Access Databases Developer IBM Cognos 10 Architecture SAP NetWeaver ® Business Warehouse Message Relational Application Modern and Sources Sources OLAP Sources Legacy Sources Sources SAP ® Business Suite SAP ® R/3 ® SAP, SAP NetWeaver and SAP R/3 are registered trademarks of SAP AG in Germany and in several other countries.
  • 31. IBM Cognos on SAP Customer Examples
  • 32. Realtime Corporate Planning with IBM Cognos/TM1
  • 33. IBM Cognos Retail Performance Management for IT
  • 34. IBM Retail Performance Management for IT Service Service Role-based dashboards Maps Tree – Customizable/sharing common context – Web 2.0/Mash-ups (IBM & 3rd party) – Launch in context views & automations. – Realtime & Historical reporting across KPIs, event & peformance. Urgent – Mobile Support Services Service Distributed & Mainframe Model – Visibility across both – Manage from either – SOA & Virtualization – Supports IPv4 & v6 High Scalability/Availability – Split UI & Engine – Self-monitoring – Failover Event Mobile Summary Access
  • 35. Channels ICS Forms A Branches Forms Retail Systems Core Enterprise Business Finance Banking Mgmt Information Mgmt Operations & Credit r Business Processes Systems Operations Debt Credit Cards c Rules Engine iLog Service Processes Marketing Processes Customer Relationship Risk General Mgmt h ATMs Electronic Compliance Sales Business Marketing Fraud Ledger Corporate Banking i. Signature Processes Processes Partner Services Decision Support Product Retail Banking WebSphere Business Monitor Real Relationship Loan Process Models & Business Events Campaign Mgr Management Resource Origination Utility 3rd Party Presentation / Interaction Services Customer Systems Process Manager Products/Svcs Case Regulatory Payments WebSphere Management Call Centers Enterprise Access Services WebSphere Process Server Portal Thin Service Registry Service Mgmt Service Mgmt Enterprise External Client Enterprise Service Hub Enterprise Service Bus & Repository & Invocation & Invocation Service Bus Services Gateway WebSphere ESB, MQ, Message Broker Internet Data Integration/ Information Information Services FICO Fico Customer Framework Credit Banking Industry Analytics t Rich Client Cognos, SPSS Scores Master e Relationship Business Insight DataStage QualityStage Data Content Mgmt Demographic Data Models Mgmt MDM Systems c Managers / Agents Search & Server 3rd party t EAS Discovery Analytics Customer Account Document Mgmt Data u WMBTT Server Threat & Fraud Retail Data Product Systems FileNet r Mobile Multi-Channel Analytics Warehouse Banking Data Data Unstructured Data Integration Customer Marts e Banking Insight & Analytics Warehouse Data Information WMBTT (Build Warehousing Foundation Option) Tivoli (ITM, TAM, …) Security, Management & Governance Governance & Monitoring Rapid Development & Integration Modeler, WID, RSA, IDA, …
  • 36. IBM Rational Architecture Management Solutions Enterprise IT Business Manufactured Modernization Transformation Products Jazz Platform Enterprise Requirements Portfolio Product Project Performance Business Regulatory Security Architecture Definition Management Management Management Management Policies Compliance Business Planning & Alignment Product & Project Management Compliance & Security Change Requirements Configuration Build Quality & Release Management Management Management Management Management Collaborative Lifecycle Management Architecture Modeling Development Testing Tools Tools Tools Tools Engineering & Software Delivery Tools
  • 37. WebSphere Commerce and InfoSphere MDM Customer Touch Points Integration Overview 1. MDM manages all master data domains – the complete profile and supplies needed data in context to consuming applications Web Mobile Kiosk Contact Center POS 2. MDM improves existing business processes with accurate and WebSphere Commerce complete master data 3. MDM enables new business processes, or re-engineering Customer Purchase Precision existing ones, based on MDM functionality Profile History Marketing Promotions Order Existing Business Processes New Business Processes Business Process Campaigns Catalog Inventory Fulfillment New Business Customer Billing Multi-Channel Cross- & Up- New Product Processing Service Integration sell Introduction MDM Hub Act: MDM Functionality Makes Data Actionable Application Manage: Multiple Data Domains Party Account Product Location Asset Custom Acquire: Onboard data from source systems Account System CRM Billing
  • 38. Information Integration and Governance (IIG) is the central component of a successful Information Supply Chain Trusted Relevant Governed Transactional & Collaborative Analyze Business Analytics Applications Applications Integrate Content Big Data Master Data Manage Cubes Streams Data Data External Warehouses Content Information Sources Information Streaming Information Governance Govern Standards Security & Privacy Lifecycle Quality
  • 39. IBM´s Trusted Realtime Information Management (TRIM) Framework Collapsing the time and reducing the costs from information to business value Industry Frameworks Banking Retail Telco Public Sector Etc…. Etc…. Expertise & Accelerators Business Strategy and Industry Models and Integrated IBM Planning Services Pre-Built Solution Assets Partner Components IBM Cognos Reporting & Analysis Scorecarding & Dashboarding Planning, Budgeting & Forecasting Unified Performance System Platform IBM InfoSphere MDM Server IBM InfoSphere Warehouse Define Manage Transact Reliable Real-Time Delivery Manage Analyze Party, Product, Account IBM Information Server Understand Cleanse Transform Deliver Unified Metadata Management
  • 40. Information Supply Chain Business Subject Matter Architects Data Developers DBAs Users Experts Analysts 2. Generate and deploy 1. Define business 3. Profile data 4. Cleanse data sources, 5. Transform data to data model based on terms in glossary sources, mapping to resolving problems found target data format, as business terms business terms by profiling. defined by data model Business Rational Data Information QualityStage DataStage Glossary Architect Analyzer Deployed application Information Services Framework Metadata Server
  • 41. MDM Server Architecture – Cognos Integration MDM Consumers Data •Import Administration Client ESB / MQ / MDM Report Registry Stewardship UI Applications EAI Broker •Export UI Cognos BI Reporting Request Framework Service Controller Parser report designs Web Services XML Request Handler Composite Constructor Transaction Business Transaction Manager Messaging Handler Adapter Business Proxies Security •SQL Queries against MDM Core database views via MDM Component Admin Common Account Party Product configured JNDI data Services Services Services Services Services source Client Component Controller Components MDM Sample Significant Pluggable Business Logic Components Component Third Party Component Utility Suspect Processing Components Components Generated Reports PureQuery Export to various file types (pdf, excel, powerpoint) Code Operational History Tables Structures Structures Rule Data Data History Data
  • 42. Integration Example: Missing Data for June caused by Error in Input File Missing Data for June COGNOS Data IBM Metadata in COGNOS Report Lineage Drill-Down Workbench DataStage Job: Metadata Workbench Only 1 row for June Data Lineage
  • 43. PIM Addresses Core Challenges Key Product Information Scattered Across The Organization Product Information Targets / Destinations Direct from Product Authorize / Docs Suppliers Producer Reject eCommerce (website) Emails Print publishing Spread sheets Creative Order Mgmt System and Copy GDS Network Merchant Promotion Managers Call centers Enterprise Applications New Item Form ERP Logistics Category Images Retek Managers Regional Managers Suppliers / Vendors Finance Vendor Managers Price Update Procurement Images Marketing Analytical Product Data
  • 44. PIM Provides A Single Source of Truth – Critical Info Aggregated From All Internal & External Sources Product Information Internal Systems Targets / Destinations eCommerce (website) Product Finance Images Marketing Databases Enterprise Manager Applications Print publishing Internal Docs Order Mgmt System Call centers MDM Server for PIM ERP Emails Spread Workflow Authoring Processes sheets Data User & Role Authoring UI Synchronization Security Retek External Resources Supplier / Vendors Flexible Data Model Procurement Product Information GDS Direct from Analystical Network Suppliers
  • 45. Gartner Estimates Significant Growth in MDM of Product Data Market Product Information Management (PIM) market renamed in 2008 to Master Data Management of Product Data to recognize gradual convergence in MDM technology Gartner expectations: – Through 2011, expect the market for MDM of Product Data software revenue (license and maintenance) to grow to $1B – By 2011, IBM, Oracle and SAP will command more than 50% of PIM SW revenue – No leader will emerge in the PIM market before 2009 IBM: leading visionary for MDM of Product market – Strong long-term, comprehensive MDM strategy – Demonstrated success with customers across multiple indutries – Depth of functionality to meet range of custome requirements Source: Magic Quadrant for Master Data Management of Product Data, July 2008, Gartner, Inc.
  • 46. Sample IBM Infosphere MDM Server for PIM Customers Boulanger InfoSphere MDM Server for PIM’s customer base includes the largest companies in its markets as well as market leading companies in new industries
  • 47. Nestle The leading Global Consumer Products Company http://www.nestle.co.uk/media/newsfeatures/nest le-empowers-consumers-with-new-digital- labelling-scheme-#.US3VIMXfyPM
  • 48. LG Electronics One of the largest consumer electronics companies in the world with annual revenues exceeding $23B creates a single source of product information with IBM Challenge Reduce costs by reusing parts across Digital Appliance, Digital Display, Digital Media and Mobile Communication Divisions Benefits Optimize development/procurement process by eliminating duplicate part numbers • Improved the quality of its master data Better manage parts and company-wide communication with a new unique parts- • Expects cost savings through a reduction in the numbering and classification scheme number of collaboration errors between organizations • Expects increased productivity with its legacy system Solution • Can now promptly produce clear business IBM® InfoSphere™ MDM Server for PIM analysis IBM Global Business Services
  • 49. Carrefour The leading European supermarket group synchronizes with suppliers Challenge Carrefour needed to solve problems in data quality and workflow that were limiting the firm’s ability to improve operational efficiency, revenue and customer service targets. Benefits Carrefour estimated that problems with data quality in their referential systems cost them 0.2% Enhanced the quality of the product to 0.4% of net sales, which represents information approximately €280M. Decreased distribution costs: eliminated manual modification of 30% of product Solution information, 80% of which is related to price and promotion IBM® InfoSphere™ MDM Server for PIM Increased speed to market IBM WebSphere Supplier Portal and global data synchronization Built a foundation for future initiatives such as IBM Global Business Services RFID/EPCIS Increased employee productivity
  • 50. Order Management Solution Architecture Kiosk Selling Channels Mobile IBM POS IBM Websphere Commerce IBM/Sterling Call Center IBM/Sterling Store Cash and Carry Catalog/Content Task Based Call Center Store Based Order Processing Tendering Web Ordering/Cart Call Scripting Save-the-sale Loyalty Marketing Call Center OMS Endless Aisle Other Business Intelligence Business Intelligence Other Systems IBM Sterling Order Management Services • ERP Cross-Channel Business Services: • Payment • Merchandising Customer, Order, Inv, Catalog, Pricing, Promotion, Configuration, Returns • WMS Business Process Platform & Event Management • Fraud • Other Multi-Client / Multi-Tenant Data Model • Tax Service Oriented Architecture (SOA) • Address Global Visibility Brand 1 Brand 2 Division 1 Division 2 Acquisition Sterling Warehouse Sterling Store Management Drop Shippers 3PL’s Operations Networked Locations Store Network Fulfillment Network
  • 51. IBM & SAP Integrated Retail Ordermanagement Architecture
  • 52. IBM ECM Architecture with Intelligent SAP Integration Anwendungen Outlook Intranet/ SAP IBM Content Portal Exchange EAI Archivierung Navigator Collection IBM FileNet Filenet Administration Content Manager und Monitoring File System E-mail Active Content Enterprise Manager File Plan Deployment Manager Metadata System Monitor IBM Content Collector Versioning - File Archiving - Mail Security SAP - SAP Fultext-Search Encryption Auditfunction Livecycle-Management
  • 54. Social Analytics –Integrated capabilities of IBM Connections Profiles Home Find the people you need See what's happening across your social network Communities Social Analytics Work with people who share common Discover who and what you don’t know via roles and expertise recommendations Files Micro-blogging Post, share, and discover documents, Reach out for help or share news with presentations, images, and more your social network Wikis Bookmarks Create web content together Save, share, and discover bookmarks Activities Blogs Organize your work and tap your Present your own ideas, and learn from professional network others Forums Mobile Exchange ideas with, and benefit from Access Connections anywhere, anytime the expertise of others with mobile & tablet access
  • 55. Social Analytics –Screenshots from IBM Connections
  • 56. Social Analytics –IBM Cognos Drag-and-drop content Do More… Exploration & Analysis with Reports & Business Insight Advanced Analysis Business Insight TM1 Cubes Real-Time Monitoring Social Collaboration with Lotus Connections Metrics Unified BI workspace Toolbox
  • 57. Social Analytics –IBM Cognos + Connections IBM Cognos IBM Connections Reports Ad-hoc Queries Social Analytics Blogs Activities Profiles Files Analysis Wikis Bookmarks Communities Dashboards
  • 58. Social Analytics –IBM Cognos + Connections Collect, organize, share and reuse work Collaboration Button IBM Cognos Collaboration Solution Highlights: Link directly from Lotus Connections to a Cognos Business Insight Dashboard Single sign-on for both Business Insight Dashboards and Lotus Connections Send email notifications directly from the Lotus Connections Activity Filter Activities based on the dashboard
  • 59. Multichannel Customer Experience –Social Media Analytics Social Sites Benchmark Dashboards Relationship-Matrix Text Mining Sentimental Analysis Flexible Integration of internal Advanced Searching and external ressources Intranet Complaint Web, Blogs, News, Management (Letter, Twitter, Boards Email, Fax) CCI www.-Content Relational DBs (market data, studies, CRM- Sytems) Call-Center Data Snippet Overview and Details Evolving Topics Individualized Reporting @Birk – was noch? 59
  • 60. IBM SPSS Predictive Analytics Realtime Recommenda- tions for Web & CRM Personalized Offerings Target Group Analytical Analytics Decision Improvement Action Scoring Real-time Identification of fraud transactions Web-User Risk Scoring and Fraud Analytics Prevention
  • 61. IBM SPSS Delivering a new class of Direct Marketing to Marketing, Sales & Services
  • 62. Multichannel Management Websites User Experience Call Center Optimizing Impressions with Analytics Laptops, PCs Explore AdTarget Impression Attribution Search Social Stores Personalizing Information Analytics Explore Intelligent Offer LIVEmail Mobile Devices (Webseiten & Apps) Targeting Segments Customer Attributes Analytics (offline) Explore AdTarget Off-Site Impressions • CRM Data Impression Attribution (Social Media) • Loyalty Programm Status Lifecycle Off-Site Impressions • Scoring LIVEmail (display-ads & andere) • Demographic Data • etc…
  • 63. Multichannel Customer Experience –Website Optimization Usability Analytics 1. Click Heat Maps 2. Link Analytics 3. Form Field Analytics SaaS 4. Attention Map Supports Mobile Web + Integrated with Tealeaf Replay • Replay the actual session of a single user anywhere in the process for any user • Discover how a select user uses your site On-Premise and compare to how most users use the site for additional insights. • On-premise and integrated w/ Tealeaf solutions including SaaS-based usability 63
  • 64. E- and M-Commerce Performance Dashboard
  • 65. Possible Payback in 3 month Results Synthesized from 4 Customers: Summary: 3-Year Risk-Adjusted ROI Online Travel Agent $6,000,000 Leading Online Clothing, Shoes Retailer $5,000,000 Retailer of Automotive Accessories Another Online Travel Agent $4,000,000 Benefits Quantified in Study $3,000,000 Increased Conversion Rate 3.5% $2,000,000 Increased Average Order Value 0.5% Improved Retention Rate 1% $1,000,000 Reduced Problem Resolution Time 60% $- Reduced Incidents (Project Avoidance) 10% Initial Year 1 Year 2 Year 3 Reduced Disputed/Fraudulent Chargebacks 0.05% $(1,000,000) Reduction in chargeback transactions Reduction in IT costs for project avoidance Three-Year Risk Adjusted Results Reduction in IT costs for problem resolution ROI: 512% Incremental revenue from improved retention rate Incremental revenue from increased order value Payback Period: 2.6 months Incremental revenue from increased conversion Total yearly costs for Tealeaf Total Net Present Value: $7,633,214 Source: A commissioned study by Forrester Consulting, “The Total Economic Impact of Tealeaf’s Customer Behavior Analysis Suite.” July 2010
  • 67. Retailers are faced with more challenging pricing, promotion and product decisions than ever before Traditional price New price models Economic impact on price competition sensitivity Online / mobile price Endless aisles Increased targeting transparency available online and personalization 67
  • 68. Multichannel Customer Experience –Trade Promotion Optimization Manufacturer Collaboration Retailer Marketing Spend Optimization Shopper Insights & Corporate Planning HQ Trade Allocation & Marketing Mix Optimization Optimization & Execution Shopper Insights Shopper Insights Account Team Merchandising Assortment Assortment Planning Planning Customer Event Planning Promotion Planning Deal Management Deal Management
  • 69. Competitive Analysis - DemandTec for Retail Competitive Overview Price Promotion Markdown Assortment Shopper Insights Note: Does not include recent entrance of B2B players (Zilliant) or ecommerce (Mercent)
  • 70. Tailor Promotions to the Right Shoppers Example Case Studies Kitchen cooking item with strong seasonal volume opportunity Retailer historically reserved promotional display aisle for private label only Based on shopper insights, simulated positive effect on total category if private label and branded item were displayed in back-to-back windows during promotional period +108.2% +19.9% Note: Simulated results approximate to protect customer confidentiality
  • 71. Customers Include… EMEA RoW Conad, Italy Ahold USA Coop, Denmark Best Buy Coop, Sweden Delhaize America El Corte Ingles, Spain Dollar General Monoprix, France Office Depot PAC2000, Italy Radio Shack WHSmith, UK Sports Authority Target WalMart
  • 72. Multichannel Customer Experience –Campaign Managem. Manage Marketing across Multiple Interaction Channels – Cross-channel marketing strategy is defined and planned using Unica – Coremetrics is used to track consumer actions, and make relevant recommendations – The e-commerce web site and order capture is provided by WebSphere Commerce Optimize display and search results with Coremetrics AdTarget and Coremetrics Search Marketing messages and campaigns are defined and planned using Unica Campaign Web Mobile Insights from Retail social media, Store third party Systems websites, Store purchase Deliver custom landing pages with targeted history ,etc messages and promotions via WebSphere Generate demand with Unica eMessage Commerce Precision Marketing (email creation, delivery, tracking Capture responses and refine
  • 73. Multichannel Customer Experience –Mobile Optimization