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Creating and Delivering Client Value




Beyond Web Analytics
to Digital Marketing Success
Today’s Presenters

    Bill Bruno
    President, Stratigent LLC


    Bill.Bruno@Stratigent.com
    (630) 658-2215
    @BillBruno



    Lee Isensee
    Product Marketing Manager, IBM


    lisensee@us.ibm.com
    @OMLee

2                                    © 2011 IBM Corporation
Transforming The Way Organizations Leverage Data

    From one-time engagements to long-term partnerships,
    Stratigent can help you build a best-in-class analytics
    program by achieving balance across the following areas:

    •   Strategy
    •   Implementation
    •   Benchmarking
    •   Optimization


3                                                      © 2011 IBM Corporation
At IBM, we are harnessing marketing changes is
    through Smarter Commerce

          Buy                                                                                               Market
    Drives intelligent,   Insight                                                            Strategy        Creates
      adaptive and                                                                                      personalized and
        optimized                               Buy                  Market                              relevant offers
    extended supply                                                                                       with unified
                                    Sourcing, controlling            Targeted and
    chains based on                                                  personalized                        cross-channel
                                     and procurement of
        customer                      goods and services             marketing across all                  marketing
         demand                                                      customer interactions



                                                          Customer
        Service                      Service                                                                   Sell
                                                                       Sell
       Anticipates                                                                                          Enables
                                             Servicing           Selling and fulfillment
      behavior and                                                                                      customers and
                                      customer needs             of products and
    delivers flawless                        across all          services across                          partners to
    customer service                       interaction           all channels                            buy what they
        across all                           channels                                                   want, when and
        channels                                                                                             where




4                                                  Engagement                                             © 2011 IBM Corporation
At IBM, we are harnessing marketing changes is
    through Smarter Commerce

          Buy                                                                                               Market
    Drives intelligent,   Insight                                                            Strategy        Creates
      adaptive and                                                                                      personalized and
        optimized                               Buy                  Market                              relevant offers
    extended supply                                                                                       with unified
                                    Sourcing, controlling            Targeted and
    chains based on                                                  personalized                        cross-channel
                                     and procurement of
        customer                      goods and services             marketing across all                  marketing
         demand                                                      customer interactions



                                                          Customer
        Service                      Service                                                                   Sell
                                                                       Sell
       Anticipates                                                                                          Enables
                                             Servicing           Selling and fulfillment
      behavior and                                                                                      customers and
                                      customer needs             of products and
    delivers flawless                        across all          services across                          partners to
    customer service                       interaction           all channels                            buy what they
        across all                           channels                                                   want, when and
        channels                                                                                             where




5                                                  Engagement                                             © 2011 IBM Corporation
At IBM, we are harnessing marketing changes is
    through Smarter Commerce

          Buy                                                                                               Market
    Drives intelligent,   Insight                                                            Strategy        Creates
      adaptive and                                                                                      personalized and
        optimized                               Buy                  Market                              relevant offers
    extended supply                                                                                       with unified
                                    Sourcing, controlling            Targeted and
    chains based on                                                  personalized                        cross-channel
                                     and procurement of
        customer                      goods and services             marketing across all                  marketing
         demand                                                      customer interactions



                                                          Customer
        Service                      Service                                                                   Sell
                                                                       Sell
       Anticipates                                                                                          Enables
                                             Servicing           Selling and fulfillment
      behavior and                                                                                      customers and
                                      customer needs             of products and
    delivers flawless                        across all          services across                          partners to
    customer service                       interaction           all channels                            buy what they
        across all                           channels                                                   want, when and
        channels                                                                                             where




6                                                  Engagement                                             © 2011 IBM Corporation
Web Analytics provides marketers with answers for
    increasing return on marketing investments

     Web, social, and mobile
     analytics

     Advanced segmentation

     Impression attribution

     Multichannel analytics

     Customer lifecycle visibility

     Benchmark against peers

7                                               © 2011 IBM Corporation
This is the age of the empowered customer
    Customers now have       Social networking and    Customer
    unlimited access to      mobile commerce          expectations of
    information and can      have dramatically        service, price and
    instantly share it       changed the dynamic      delivery are soaring.   Get it now or
    with the world           between buyer and                                go elsewhere!
                             seller.




     155 million                    75%                               $93 billion
     Number of tweets sent          Percentage of people who          Amount in sales missed due
     via Twitter each day           believe companies don’t tell      to out of stock inventory
                                    the truth in advertisements
8                                                                                      © 2011 IBM Corporation
Today’s customers expect a consistent and relevant
    experience across multiple channels and across
    sessions
                                                                                                          Natural
                                                                        Display                           Search
                                                       Email              Ad
                                                                                          Social
                   Mobile                                                                               Came to the site
        Paid                        Mobile                            Returned via a      Became a      via Natural
                                                                      display ad click;   Facebook      Search, entered
       Search                                        Responded to                                       discount code
                   Purchased                         newsletter TV    picked a product    fan and
                                    Calls support                     recommendation      read user     and purchased
                   out-of-stock                      clearance link                                     at TV
                                    center for                        on site             reviews
       Searched    blu-ray player
                                    help setting                                          about TVs
       for HDTV    after scanning
                                    up the blu-ray
       on Google   QR code in-
                                    player
                   store




9                                                                                                     © 2011 IBM Corporation
Moving From a Schema to a Strategy




10                                        © 2011 IBM Corporation
Moving From a Schema to a Strategy




11                                        © 2011 IBM Corporation
Agenda


     Framework for Multi-Channel Analytics
     Examples of Integrations
     An Approach to Analysis




12                                           © 2011 IBM Corporation
Example Environment




                      © 2011 IBM Corporation
@BillBruno
Three Approaches to Analytics Integrations


      Back-end, physical integration
      Front-end integration (presentation only)
      Integrated strategy (which usually requires both back-end
      and front-end integrations)




                                                         © 2011 IBM Corporation
@BillBruno
Data Integration Classifications
SEPARATE




Data is
collected by
separate tools

Reported
separately

Focus is on
optimizing a
single channel
based on
single channel
inputs


                                      © 2011 IBM Corporation
Data Integration Classifications
SEPARATE         SUPPLEMENT




Data is          Focus is still
collected by     on a single
separate tools   channel, but
                 data may be
Reported         supplemented
separately       to add context
Focus is on
optimizing a
single channel
based on
single channel
inputs


                                      © 2011 IBM Corporation
Data Integration Classifications
SEPARATE         SUPPLEMENT       COORDINATE




Data is          Focus is still   Integration by
collected by     on a single      consolidating
separate tools   channel, but     data collection
                 data may be      or simply by
Reported         supplemented     displaying data
separately       to add context   in one view
Focus is on                       Focus is still
optimizing a                      on single
single channel                    channel
based on                          optimization,
single channel                    but with more
inputs                            external inputs

                                                    © 2011 IBM Corporation
Data Integration Classifications
SEPARATE         SUPPLEMENT       COORDINATE          RELATE




Data is          Focus is still   Integration by    More interest
collected by     on a single      consolidating     in the ways
separate tools   channel, but     data collection   channels relate
                 data may be      or simply by
Reported         supplemented     displaying data   Shared goals
separately       to add context   in one view       but minimal
                                                    dependencies
Focus is on                       Focus is still    and channels
optimizing a                      on single         are treated
single channel                    channel           equally
based on                          optimization,
single channel                    but with more
inputs                            external inputs

                                                                      © 2011 IBM Corporation
Data Integration Classifications
SEPARATE         SUPPLEMENT       COORDINATE          RELATE          COLLABORATE




Data is          Focus is still   Integration by    More interest      Integration is
collected by     on a single      consolidating     in the ways        more about
separate tools   channel, but     data collection   channels relate    strategy than
                 data may be      or simply by                         data
Reported         supplemented     displaying data   Shared goals
separately       to add context   in one view       but minimal        Focus is on
                                                    dependencies       optimizing
Focus is on                       Focus is still    and channels       toward a
optimizing a                      on single         are treated        common goal,
single channel                    channel           equally            with each
based on                          optimization,                        channel
single channel                    but with more                        playing a
inputs                            external inputs                      different role

                                                                         © 2011 IBM Corporation
Example: Multiple Channels




                             © 2011 IBM Corporation
Example: Website & Traffic Drivers




                               © 2011 IBM Corporation
Example: Analytics Integrations




    Video
1   Integrate Video metrics into your analytics dataset

    Voice of Customer
2   Bring attitudinal data into your dataset

    CRM
3   Segment your analytics by integrating your CRM system

    Affiliate
4   Import affiliate data for your analytics reporting


                                                            © 2011 IBM Corporation
Example: Facebook & CRM




                          © 2011 IBM Corporation
Example: Social Media Dashboard




                            © 2011 IBM Corporation
Example: Multi-Channel Dashboard
         Multi-




                             © 2011 IBM Corporation
Example: Channel-specific KPIs
         Channel-




                            © 2011 IBM Corporation
Example: Cross Channel KPIs




                          © 2011 IBM Corporation
Example: Facebook Campaign




                         © 2011 IBM Corporation
Example: Global KPIs




                       © 2011 IBM Corporation
DATA ANALYSIS PROCESS




                        © 2011 IBM Corporation
Data Analysis is a Four Step Process

          DEFINE          DISASSEMBLE        EVALUATE       DECIDE

     Explicitly state   Break the        Observe,       Make
     the problem        problem and      compare,       actionable
     you are trying     the data into    investigate,   recommend-
     to solve           smaller pieces   conclude       ations




31                                                             © 2011 IBM Corporation
State the problem you are trying to solve
         DEFINE         DISASSEMBLE        EVALUATE           DECIDE


     Be explicit
     Beware of biased questions
      –For example, if your business driver was Leads, then:
      –Wrong Question : “How can we increase page views per visit?”
       (Unless you have evidence that PVPV directly influences Leads)
      –Better Question: “How can we increase conversions?”

     Prioritize based on urgency AND importance



32                                                               © 2011 IBM Corporation
Break it into smaller pieces
         DEFINE       DISASSEMBLE      EVALUATE   DECIDE


     Identify influencers and diagnostics
     Segment and drill down
     Manage confounders by isolating a control
     Create visualizations
     Summarize what you know




33                                                   © 2011 IBM Corporation
Observe, compare, investigate, conclude
          DEFINE           DISASSEMBLE           EVALUATE           DECIDE


     Look for relationships, patterns, and anomalies
     Make comparisons
      – Time Series: How does the data change over time?
      – Rank: What is the relative position?
      – Composition: What are the constituent parts?
      – Distribution: How does it spread out across a range?
      – Target: How does it compare to targets or benchmarks?
      – Correlation: What is the relationship between two values?

     Ask “Why?” and answer “So What?”
34                                                                     © 2011 IBM Corporation
Make actionable recommendations
         DEFINE       DISASSEMBLE      EVALUATE          DECIDE


     If you can’t recommend, at least provide next steps
     Identify implications associated with each option
     Which option would you choose? Leaders always have a
     point of view (although perhaps cautious about expressing
     it).
     Be cautious, but don’t obscure your recommendations with
     excessive caveats
     Don’t make the same recommendation more than two
     consecutive times
35                                                          © 2011 IBM Corporation
Turn insight into new opportunities to engage
     and retain customers
                                                                            Loyalty
     It takes an average
     of 6.8 digital
     interactions before
     conversion.




                                                                            Reactivation




                If you don’t convert a visitor, someone else likely will.

36                                                                          © 2011 IBM Corporation
Turn behavioral data into actionable insights




       On average, an individual may be
       exposed to anywhere from 100 to
               500 ads per day.
     Marketers need insight into the full customer profile and journey to more
     effectively understand and optimize the digital presence of their brands.
37                                                                   © 2011 IBM Corporation
Q&A

      © 2011 IBM Corporation
Today’s Presenters

     Bill Bruno
     President, Stratigent LLC


     Bill.Bruno@Stratigent.com
     (630) 658-2215
     @BillBruno



     Lee Isensee
     Product Marketing Manager, IBM


     lisensee@us.ibm.com
     @OMLee

39                                    © 2011 IBM Corporation
© 2011 IBM Corporation

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Creating and Delivering Client Value with Digital Marketing Success

  • 1. Creating and Delivering Client Value Beyond Web Analytics to Digital Marketing Success
  • 2. Today’s Presenters Bill Bruno President, Stratigent LLC Bill.Bruno@Stratigent.com (630) 658-2215 @BillBruno Lee Isensee Product Marketing Manager, IBM lisensee@us.ibm.com @OMLee 2 © 2011 IBM Corporation
  • 3. Transforming The Way Organizations Leverage Data From one-time engagements to long-term partnerships, Stratigent can help you build a best-in-class analytics program by achieving balance across the following areas: • Strategy • Implementation • Benchmarking • Optimization 3 © 2011 IBM Corporation
  • 4. At IBM, we are harnessing marketing changes is through Smarter Commerce Buy Market Drives intelligent, Insight Strategy Creates adaptive and personalized and optimized Buy Market relevant offers extended supply with unified Sourcing, controlling Targeted and chains based on personalized cross-channel and procurement of customer goods and services marketing across all marketing demand customer interactions Customer Service Service Sell Sell Anticipates Enables Servicing Selling and fulfillment behavior and customers and customer needs of products and delivers flawless across all services across partners to customer service interaction all channels buy what they across all channels want, when and channels where 4 Engagement © 2011 IBM Corporation
  • 5. At IBM, we are harnessing marketing changes is through Smarter Commerce Buy Market Drives intelligent, Insight Strategy Creates adaptive and personalized and optimized Buy Market relevant offers extended supply with unified Sourcing, controlling Targeted and chains based on personalized cross-channel and procurement of customer goods and services marketing across all marketing demand customer interactions Customer Service Service Sell Sell Anticipates Enables Servicing Selling and fulfillment behavior and customers and customer needs of products and delivers flawless across all services across partners to customer service interaction all channels buy what they across all channels want, when and channels where 5 Engagement © 2011 IBM Corporation
  • 6. At IBM, we are harnessing marketing changes is through Smarter Commerce Buy Market Drives intelligent, Insight Strategy Creates adaptive and personalized and optimized Buy Market relevant offers extended supply with unified Sourcing, controlling Targeted and chains based on personalized cross-channel and procurement of customer goods and services marketing across all marketing demand customer interactions Customer Service Service Sell Sell Anticipates Enables Servicing Selling and fulfillment behavior and customers and customer needs of products and delivers flawless across all services across partners to customer service interaction all channels buy what they across all channels want, when and channels where 6 Engagement © 2011 IBM Corporation
  • 7. Web Analytics provides marketers with answers for increasing return on marketing investments Web, social, and mobile analytics Advanced segmentation Impression attribution Multichannel analytics Customer lifecycle visibility Benchmark against peers 7 © 2011 IBM Corporation
  • 8. This is the age of the empowered customer Customers now have Social networking and Customer unlimited access to mobile commerce expectations of information and can have dramatically service, price and instantly share it changed the dynamic delivery are soaring. Get it now or with the world between buyer and go elsewhere! seller. 155 million 75% $93 billion Number of tweets sent Percentage of people who Amount in sales missed due via Twitter each day believe companies don’t tell to out of stock inventory the truth in advertisements 8 © 2011 IBM Corporation
  • 9. Today’s customers expect a consistent and relevant experience across multiple channels and across sessions Natural Display Search Email Ad Social Mobile Came to the site Paid Mobile Returned via a Became a via Natural display ad click; Facebook Search, entered Search Responded to discount code Purchased newsletter TV picked a product fan and Calls support recommendation read user and purchased out-of-stock clearance link at TV center for on site reviews Searched blu-ray player help setting about TVs for HDTV after scanning up the blu-ray on Google QR code in- player store 9 © 2011 IBM Corporation
  • 10. Moving From a Schema to a Strategy 10 © 2011 IBM Corporation
  • 11. Moving From a Schema to a Strategy 11 © 2011 IBM Corporation
  • 12. Agenda Framework for Multi-Channel Analytics Examples of Integrations An Approach to Analysis 12 © 2011 IBM Corporation
  • 13. Example Environment © 2011 IBM Corporation @BillBruno
  • 14. Three Approaches to Analytics Integrations Back-end, physical integration Front-end integration (presentation only) Integrated strategy (which usually requires both back-end and front-end integrations) © 2011 IBM Corporation @BillBruno
  • 15. Data Integration Classifications SEPARATE Data is collected by separate tools Reported separately Focus is on optimizing a single channel based on single channel inputs © 2011 IBM Corporation
  • 16. Data Integration Classifications SEPARATE SUPPLEMENT Data is Focus is still collected by on a single separate tools channel, but data may be Reported supplemented separately to add context Focus is on optimizing a single channel based on single channel inputs © 2011 IBM Corporation
  • 17. Data Integration Classifications SEPARATE SUPPLEMENT COORDINATE Data is Focus is still Integration by collected by on a single consolidating separate tools channel, but data collection data may be or simply by Reported supplemented displaying data separately to add context in one view Focus is on Focus is still optimizing a on single single channel channel based on optimization, single channel but with more inputs external inputs © 2011 IBM Corporation
  • 18. Data Integration Classifications SEPARATE SUPPLEMENT COORDINATE RELATE Data is Focus is still Integration by More interest collected by on a single consolidating in the ways separate tools channel, but data collection channels relate data may be or simply by Reported supplemented displaying data Shared goals separately to add context in one view but minimal dependencies Focus is on Focus is still and channels optimizing a on single are treated single channel channel equally based on optimization, single channel but with more inputs external inputs © 2011 IBM Corporation
  • 19. Data Integration Classifications SEPARATE SUPPLEMENT COORDINATE RELATE COLLABORATE Data is Focus is still Integration by More interest Integration is collected by on a single consolidating in the ways more about separate tools channel, but data collection channels relate strategy than data may be or simply by data Reported supplemented displaying data Shared goals separately to add context in one view but minimal Focus is on dependencies optimizing Focus is on Focus is still and channels toward a optimizing a on single are treated common goal, single channel channel equally with each based on optimization, channel single channel but with more playing a inputs external inputs different role © 2011 IBM Corporation
  • 20. Example: Multiple Channels © 2011 IBM Corporation
  • 21. Example: Website & Traffic Drivers © 2011 IBM Corporation
  • 22. Example: Analytics Integrations Video 1 Integrate Video metrics into your analytics dataset Voice of Customer 2 Bring attitudinal data into your dataset CRM 3 Segment your analytics by integrating your CRM system Affiliate 4 Import affiliate data for your analytics reporting © 2011 IBM Corporation
  • 23. Example: Facebook & CRM © 2011 IBM Corporation
  • 24. Example: Social Media Dashboard © 2011 IBM Corporation
  • 25. Example: Multi-Channel Dashboard Multi- © 2011 IBM Corporation
  • 26. Example: Channel-specific KPIs Channel- © 2011 IBM Corporation
  • 27. Example: Cross Channel KPIs © 2011 IBM Corporation
  • 28. Example: Facebook Campaign © 2011 IBM Corporation
  • 29. Example: Global KPIs © 2011 IBM Corporation
  • 30. DATA ANALYSIS PROCESS © 2011 IBM Corporation
  • 31. Data Analysis is a Four Step Process DEFINE DISASSEMBLE EVALUATE DECIDE Explicitly state Break the Observe, Make the problem problem and compare, actionable you are trying the data into investigate, recommend- to solve smaller pieces conclude ations 31 © 2011 IBM Corporation
  • 32. State the problem you are trying to solve DEFINE DISASSEMBLE EVALUATE DECIDE Be explicit Beware of biased questions –For example, if your business driver was Leads, then: –Wrong Question : “How can we increase page views per visit?” (Unless you have evidence that PVPV directly influences Leads) –Better Question: “How can we increase conversions?” Prioritize based on urgency AND importance 32 © 2011 IBM Corporation
  • 33. Break it into smaller pieces DEFINE DISASSEMBLE EVALUATE DECIDE Identify influencers and diagnostics Segment and drill down Manage confounders by isolating a control Create visualizations Summarize what you know 33 © 2011 IBM Corporation
  • 34. Observe, compare, investigate, conclude DEFINE DISASSEMBLE EVALUATE DECIDE Look for relationships, patterns, and anomalies Make comparisons – Time Series: How does the data change over time? – Rank: What is the relative position? – Composition: What are the constituent parts? – Distribution: How does it spread out across a range? – Target: How does it compare to targets or benchmarks? – Correlation: What is the relationship between two values? Ask “Why?” and answer “So What?” 34 © 2011 IBM Corporation
  • 35. Make actionable recommendations DEFINE DISASSEMBLE EVALUATE DECIDE If you can’t recommend, at least provide next steps Identify implications associated with each option Which option would you choose? Leaders always have a point of view (although perhaps cautious about expressing it). Be cautious, but don’t obscure your recommendations with excessive caveats Don’t make the same recommendation more than two consecutive times 35 © 2011 IBM Corporation
  • 36. Turn insight into new opportunities to engage and retain customers Loyalty It takes an average of 6.8 digital interactions before conversion. Reactivation If you don’t convert a visitor, someone else likely will. 36 © 2011 IBM Corporation
  • 37. Turn behavioral data into actionable insights On average, an individual may be exposed to anywhere from 100 to 500 ads per day. Marketers need insight into the full customer profile and journey to more effectively understand and optimize the digital presence of their brands. 37 © 2011 IBM Corporation
  • 38. Q&A © 2011 IBM Corporation
  • 39. Today’s Presenters Bill Bruno President, Stratigent LLC Bill.Bruno@Stratigent.com (630) 658-2215 @BillBruno Lee Isensee Product Marketing Manager, IBM lisensee@us.ibm.com @OMLee 39 © 2011 IBM Corporation
  • 40. © 2011 IBM Corporation