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Alterian Case Study
Boardroom Inc.




Client

                                      Boardroom Inc. Surpasses Marketing Goals with Superior
                                      Database, Operational, and Campaign Execution Tools
Partner

                                      What began on Marty Edelston’s kitchen table over           “Boardroom decided that they wanted a new campaign
                                      thirty-five years ago with $20,000 and a dream has now      solution implemented by Q2 2006. For a solution of this
     A Database Marketing Agency      evolved into Boardroom Inc., one of the largest             size and scope, the normal time between decision and
                                      publishers of direct-mail newsletters and books. Known      implementation can range from nine months to more
                                      for providing useful information in quick and easy-to-      than one year.”
Company:
                                      read formats, Boardroom currently publishes five
Boardroom Inc.
                                      publications and numerous books. The publications are       Boardroom worked with Merkle to evaluate both SQL
Website:                              available via an annual subscription. Books are available   and software tools during an aggressive one-month trial
www.boardroom.com                     as one-time purchases or as part of a continuity            period. Boardroom concluded that while the processes
                                      program, in which books are sent on a regular basis, as     used to run SQL queries and reports would be more
Headquarters:                         updated.                                                    familiar, it was not efficient. A software tool was the
Stamford, Connecticut, USA                                                                        better option.
                                      In recent years, Boardroom’s flagship publication,
Industry:                             Bottom Line Personal, has grown its subscriber base to      The Solution
Publishing                            one million and its readership to two million. With the     Boardroom selected the following applications from the
Solution:                             success of Bottom Line Personal also came the               Alterian Integrated Marketing Platform: Data Discovery &
Data Discovery and Visualization      challenge of effectively maintaining, from a cost and       Visualization, Campaign Management, and Reporting.
and Selection Planner, part of the    marketing perspective, the subscriber database as well      Key Alterian applications added to the solution included
Alterian Integrated Marketing         as the databases of Boardroom’s other publications and      Selection Planner and Analytical Reporting.
Platform                              books.
                                                                                                  All three companies – Merkle, Boardroom, and Alterian –
                                      The Challenge
                                                                                                  agreed that developing a three-way partnership would
Results:                              Boardroom wanted a database marketing solution with
                                                                                                  enable Boardroom to have more control of its campaigns
1. Boardroom reduced monthly          the flexibility to continually adjust and improve its
                                                                                                  – resulting in deeper insight into the data, analysis and
   campaign management costs by       campaign selection strategy through rigorous testing
                                                                                                  selection process.
   20.3% during the first year and    and analysis. Additionally, Boardroom was looking to
   26% for each successive year       create efficiencies in cost and campaign execution.
                                                                                                  “We liked the Alterian solution because of the quick
   based on a multi-year contract.                                                                counts feature, the ‘Drag and Drop’ convenience; the
2. Campaign execution time            To achieve these goals, Boardroom made a decision to
                                                                                                  ability to create fields and tables on the fly; the quick
   averaged 16 hours prior to this    switch database providers. At the time, Boardroom’s
                                                                                                  loading of model scores and its speed. It runs five
   initiative and was reduced by      database consisted of a mainframe and server
                                                                                                  million rows per second!” said Bruce Reznik, Director of
                                      environment and was managed by an outside provider
   approximately 75% to 4 hours                                                                   Database Marketing, Boardroom. “That kind of speed
                                      that applied transactions monthly. Using this approach,
   per campaign.                                                                                  enables more “what-if” analysis, which increases
                                      selection and model scoring could take one to two
3. Boardroom no longer needs to                                                                   productivity and reduces costs, which inevitably leads to
                                      weeks – which prevented Boardroom from executing
   pay for a programmer’s time to                                                                 campaign improvements and increased profits.”
                                      marketing programs as quickly and efficiently as it
   execute campaigns, as all the      desired.                                                    Results
   work is done by the database
                                                                                                  Boardroom’s brand mantra is to “provide answers to
   and analytical teams.              After reviewing nearly a dozen database marketing           tough questions from the insider’s perspective using
4. The Solution launched in four      service providers, Boardroom decided to move its            dozens of experts who are top in their field.” Boardroom
   months from inception, one day     database needs to Merkle, one of the nation’s largest       applied that thinking to their internal marketing efforts
   after the best case go-live date   data-driven marketing agencies.                             and pulled together a dream-team of experts to achieve
   of 4/30/06 and two months prior                                                                a high level of results.
   to the must go-live date of        Boardroom’s next step was to find the list selection tool
   6/30/06.                           that would meet its specific requirements. Overall the      The combination of Alterian Selection Planner and
                                      company sought to do the following:                         Merkle’s database solutions gave Boardroom the results
                                       1. Reduce campaign management costs by 20%                 they were seeking. Transferring from the previous SQL-
“The Alterian tools have not only
                                       2. Run campaigns using the new tool within a               based solution to Alterian Selection Planner also
 given us more visibility into our
                                          four- to six-month timeframe                            accomplished operational goals – specifically shorter
 data, but they have also given us
                                       3. Reduce campaign execution time by at                    campaign cycles, more internal control, reduced
 more confidence in our
                                          least 50%                                               campaign selection time, and reduced monthly
 campaigns. Additionally, the
 flexibility of our list selects is                                                               maintenance costs.
                                      “Several significant barriers existed during the initial
 greater, while our costs are lower
                                      stages of this project. Boardroom lacked an existing in-    After evaluating the results of the new solution,
 – it’s a definite win-win”
                                      house infrastructure and faced an aggressive timeline,”     Boardroom found that it achieved – and even surpassed
 Bruce Reznik
 Director of Database Marketing,      said Scott Sutton, Associate Director, Merkle.              – its initial goals. The solution was implemented just one
 Boardroom Inc.
Alterian Case Study
Boardroom Inc.




day after its aggressive “best case” go-live date. And               As a result of the success with the Boardroom initiative,   Alterian
more importantly, Boardroom’s campaign execution time                the company became a “referenceable” client for             Alterian (LSE: ALN) empowers
– which averaged 16 hours prior to the initiative -- was             Merkle. Referenceability is a metric – supported by a       marketers with an integrated marketing
                                                                                                                                 software platform combining database,
reduced by approximately 75% to four hours per                       detailed evaluation and review process -- used by Merkle
                                                                                                                                 online and operational marketing
campaign. Updates can now be performed in eight                      to indicate client satisfaction by measuring whether a      applications on a shared data
hours – a 20% improvement from Boardroom’s target.                   client would provide a positive reference for Merkle in     infrastructure. The Alterian Integrated
                                                                     the marketplace. Boardroom also became a “Raving            Marketing Platform makes it practical
“The Merkle/Alterian combination has created                         Fan,” which is the highest benchmark of client              and cost effective for marketers
tremendous efficiencies for us. Now our transactions are             satisfaction that can be achieved.                          to use actionable insight to execute an
                                                                                                                                 integrated marketing strategy across
applied bi-weekly vs. monthly, and we can score files in
                                                                                                                                 online and offline channels.
hours vs. days. More importantly, it allows Merkle to                “The collective efforts between Merkle and its partners
focus on database maintenance and improvements while                 create tremendous value and return on investment for        It is the unique integration of
                                                                                                                                 analytics, content and execution
Boardroom focuses on its campaign selects,” added                    our customers,” said Don Patrick, Chief Operating           through Alterian’s industry leading
Reznik. “I finally feel like our database and marketing              Officer, Merkle “Like many of our clients, Boardroom        tools, such as the Alterian Messenger
teams are in harmony.”                                               had some aggressive campaign goals. By leveraging           email platform, and the award winning
                                                                     technology, people and processes, we were able to           Alterian Content Management
                                                                     deliver unmatched operational efficiencies for their        solutions, which enables marketers to
                                                                     circulation intensive campaign needs.”                      drive a seamless,
                                                                                                                                 multi-channel customer experience.
                                                                                                                                 Alterian’s analytically-led software
                                                                                                                                 is delivered to approximately 1,000
                                                                                                                                 marketing departments, across 26
                                                                                                                                 countries, and an international
                                                                                                                                 network of more than 100 business
                                                                                                                                 partners, including marketing services
                                                                                                                                 providers, agencies and systems
                                                                                                                                 integrators. Its partners, such as
                                                                                                                                 Accenture, Acxiom, Allant Group, Cap
                                                                                                                                 Gemini, Carlson Marketing, Experian,
                                                                                                                                 Epsilon, InfoUSA, LogicaCMG, Merkle,
                                                                                                                                 Ogilvy One and Euro RSCG Worldwide,
                                                                                                                                 deliver Alterian software alongside
                                                                                                                                 their own domain and services
                                                                                                                                 expertise to help market leaders such
                                                                                                                                 as Princess Cruises, General Motors,
                                                                                                                                 Zurich, Astra Zeneca, HSBC, Limited
                                                                                                                                 Too, AEGON, Avis, Worldwide
                                                                                                                                 Wrestling Entertainment, Dell,
                                                                                                                                 Amnesty International and Vodafone
                                                                                                                                 integrate marketing processes and
                                                                                                                                 drive competitive advantage.
                                                                                                                                 For more information about Alterian,
                                                                                                                                 products within the Alterian Integrated
                                                                                                                                 Marketing Platform or our Partner
Campaign Management Cost: The fee Boardroom pays Merkle to develop, maintain, manage and support its                             Network, please visit www.alterian.com
campaign systems. A key metric for Boardroom when measuring ROI.
                                                                                                                                 UK & European Headquarters
Client Referencablitly (Merkle benchmark): The referenceability metric is supported by a detailed evaluation and                 Alterian
                                                                                                                                 The Spectrum Building
review process in which clients are asked to complete surveys regarding Merkle’s performance. One of two key
                                                                                                                                 Bond Street
client management metrics used by Merkle to evaluate the success of client relationships and tracked closely by                  Bristol
senior management.                                                                                                               BS1 3LG
                                                                                                                                 UK
Solution Go-Live Date: The launch date of the new solution. The date is critical to achieving other key project                  T +44 (0) 117 970 3200
metrics and is used during post-mortem evaluation of project management.                                                         F +44 (0) 117 970 3301

                                                                                                                                 North American Headquarters
Average Campaign Execution Time: A critical productivity measure for Boardroom and enabler of a rigorous                         Alterian Inc.
campaign selection process. This enables both Boardroom and Merkle to spend incremental time saved during exe-                   35 East Wacker Drive
cution on “what-if" analysis and testing.                                                                                        Suite 200
                                                                                                                                 Chicago, IL 60601
                                                                                                                                 USA
Update Time: Time required to update the Alterian data mart. Since Merkle did not have experience with Alterian
                                                                                                                                 T +1 312 704 1700
prior to this project, the benchmark of 10 hours was derived from calculating an average of internal and external                F +1 312 704 1701
clients within the industry. This is a key metric in evaluating the freshness of customer data; therefore, leading to
increased response rates.

© 2008 Alterian. All trademarks belong to their respective owners.

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Boardroom and the Alterian Integrated Platform

  • 1. Alterian Case Study Boardroom Inc. Client Boardroom Inc. Surpasses Marketing Goals with Superior Database, Operational, and Campaign Execution Tools Partner What began on Marty Edelston’s kitchen table over “Boardroom decided that they wanted a new campaign thirty-five years ago with $20,000 and a dream has now solution implemented by Q2 2006. For a solution of this A Database Marketing Agency evolved into Boardroom Inc., one of the largest size and scope, the normal time between decision and publishers of direct-mail newsletters and books. Known implementation can range from nine months to more for providing useful information in quick and easy-to- than one year.” Company: read formats, Boardroom currently publishes five Boardroom Inc. publications and numerous books. The publications are Boardroom worked with Merkle to evaluate both SQL Website: available via an annual subscription. Books are available and software tools during an aggressive one-month trial www.boardroom.com as one-time purchases or as part of a continuity period. Boardroom concluded that while the processes program, in which books are sent on a regular basis, as used to run SQL queries and reports would be more Headquarters: updated. familiar, it was not efficient. A software tool was the Stamford, Connecticut, USA better option. In recent years, Boardroom’s flagship publication, Industry: Bottom Line Personal, has grown its subscriber base to The Solution Publishing one million and its readership to two million. With the Boardroom selected the following applications from the Solution: success of Bottom Line Personal also came the Alterian Integrated Marketing Platform: Data Discovery & Data Discovery and Visualization challenge of effectively maintaining, from a cost and Visualization, Campaign Management, and Reporting. and Selection Planner, part of the marketing perspective, the subscriber database as well Key Alterian applications added to the solution included Alterian Integrated Marketing as the databases of Boardroom’s other publications and Selection Planner and Analytical Reporting. Platform books. All three companies – Merkle, Boardroom, and Alterian – The Challenge agreed that developing a three-way partnership would Results: Boardroom wanted a database marketing solution with enable Boardroom to have more control of its campaigns 1. Boardroom reduced monthly the flexibility to continually adjust and improve its – resulting in deeper insight into the data, analysis and campaign management costs by campaign selection strategy through rigorous testing selection process. 20.3% during the first year and and analysis. Additionally, Boardroom was looking to 26% for each successive year create efficiencies in cost and campaign execution. “We liked the Alterian solution because of the quick based on a multi-year contract. counts feature, the ‘Drag and Drop’ convenience; the 2. Campaign execution time To achieve these goals, Boardroom made a decision to ability to create fields and tables on the fly; the quick averaged 16 hours prior to this switch database providers. At the time, Boardroom’s loading of model scores and its speed. It runs five initiative and was reduced by database consisted of a mainframe and server million rows per second!” said Bruce Reznik, Director of environment and was managed by an outside provider approximately 75% to 4 hours Database Marketing, Boardroom. “That kind of speed that applied transactions monthly. Using this approach, per campaign. enables more “what-if” analysis, which increases selection and model scoring could take one to two 3. Boardroom no longer needs to productivity and reduces costs, which inevitably leads to weeks – which prevented Boardroom from executing pay for a programmer’s time to campaign improvements and increased profits.” marketing programs as quickly and efficiently as it execute campaigns, as all the desired. Results work is done by the database Boardroom’s brand mantra is to “provide answers to and analytical teams. After reviewing nearly a dozen database marketing tough questions from the insider’s perspective using 4. The Solution launched in four service providers, Boardroom decided to move its dozens of experts who are top in their field.” Boardroom months from inception, one day database needs to Merkle, one of the nation’s largest applied that thinking to their internal marketing efforts after the best case go-live date data-driven marketing agencies. and pulled together a dream-team of experts to achieve of 4/30/06 and two months prior a high level of results. to the must go-live date of Boardroom’s next step was to find the list selection tool 6/30/06. that would meet its specific requirements. Overall the The combination of Alterian Selection Planner and company sought to do the following: Merkle’s database solutions gave Boardroom the results 1. Reduce campaign management costs by 20% they were seeking. Transferring from the previous SQL- “The Alterian tools have not only 2. Run campaigns using the new tool within a based solution to Alterian Selection Planner also given us more visibility into our four- to six-month timeframe accomplished operational goals – specifically shorter data, but they have also given us 3. Reduce campaign execution time by at campaign cycles, more internal control, reduced more confidence in our least 50% campaign selection time, and reduced monthly campaigns. Additionally, the flexibility of our list selects is maintenance costs. “Several significant barriers existed during the initial greater, while our costs are lower stages of this project. Boardroom lacked an existing in- After evaluating the results of the new solution, – it’s a definite win-win” house infrastructure and faced an aggressive timeline,” Boardroom found that it achieved – and even surpassed Bruce Reznik Director of Database Marketing, said Scott Sutton, Associate Director, Merkle. – its initial goals. The solution was implemented just one Boardroom Inc.
  • 2. Alterian Case Study Boardroom Inc. day after its aggressive “best case” go-live date. And As a result of the success with the Boardroom initiative, Alterian more importantly, Boardroom’s campaign execution time the company became a “referenceable” client for Alterian (LSE: ALN) empowers – which averaged 16 hours prior to the initiative -- was Merkle. Referenceability is a metric – supported by a marketers with an integrated marketing software platform combining database, reduced by approximately 75% to four hours per detailed evaluation and review process -- used by Merkle online and operational marketing campaign. Updates can now be performed in eight to indicate client satisfaction by measuring whether a applications on a shared data hours – a 20% improvement from Boardroom’s target. client would provide a positive reference for Merkle in infrastructure. The Alterian Integrated the marketplace. Boardroom also became a “Raving Marketing Platform makes it practical “The Merkle/Alterian combination has created Fan,” which is the highest benchmark of client and cost effective for marketers tremendous efficiencies for us. Now our transactions are satisfaction that can be achieved. to use actionable insight to execute an integrated marketing strategy across applied bi-weekly vs. monthly, and we can score files in online and offline channels. hours vs. days. More importantly, it allows Merkle to “The collective efforts between Merkle and its partners focus on database maintenance and improvements while create tremendous value and return on investment for It is the unique integration of analytics, content and execution Boardroom focuses on its campaign selects,” added our customers,” said Don Patrick, Chief Operating through Alterian’s industry leading Reznik. “I finally feel like our database and marketing Officer, Merkle “Like many of our clients, Boardroom tools, such as the Alterian Messenger teams are in harmony.” had some aggressive campaign goals. By leveraging email platform, and the award winning technology, people and processes, we were able to Alterian Content Management deliver unmatched operational efficiencies for their solutions, which enables marketers to circulation intensive campaign needs.” drive a seamless, multi-channel customer experience. Alterian’s analytically-led software is delivered to approximately 1,000 marketing departments, across 26 countries, and an international network of more than 100 business partners, including marketing services providers, agencies and systems integrators. Its partners, such as Accenture, Acxiom, Allant Group, Cap Gemini, Carlson Marketing, Experian, Epsilon, InfoUSA, LogicaCMG, Merkle, Ogilvy One and Euro RSCG Worldwide, deliver Alterian software alongside their own domain and services expertise to help market leaders such as Princess Cruises, General Motors, Zurich, Astra Zeneca, HSBC, Limited Too, AEGON, Avis, Worldwide Wrestling Entertainment, Dell, Amnesty International and Vodafone integrate marketing processes and drive competitive advantage. For more information about Alterian, products within the Alterian Integrated Marketing Platform or our Partner Campaign Management Cost: The fee Boardroom pays Merkle to develop, maintain, manage and support its Network, please visit www.alterian.com campaign systems. A key metric for Boardroom when measuring ROI. UK & European Headquarters Client Referencablitly (Merkle benchmark): The referenceability metric is supported by a detailed evaluation and Alterian The Spectrum Building review process in which clients are asked to complete surveys regarding Merkle’s performance. One of two key Bond Street client management metrics used by Merkle to evaluate the success of client relationships and tracked closely by Bristol senior management. BS1 3LG UK Solution Go-Live Date: The launch date of the new solution. The date is critical to achieving other key project T +44 (0) 117 970 3200 metrics and is used during post-mortem evaluation of project management. F +44 (0) 117 970 3301 North American Headquarters Average Campaign Execution Time: A critical productivity measure for Boardroom and enabler of a rigorous Alterian Inc. campaign selection process. This enables both Boardroom and Merkle to spend incremental time saved during exe- 35 East Wacker Drive cution on “what-if" analysis and testing. Suite 200 Chicago, IL 60601 USA Update Time: Time required to update the Alterian data mart. Since Merkle did not have experience with Alterian T +1 312 704 1700 prior to this project, the benchmark of 10 hours was derived from calculating an average of internal and external F +1 312 704 1701 clients within the industry. This is a key metric in evaluating the freshness of customer data; therefore, leading to increased response rates. © 2008 Alterian. All trademarks belong to their respective owners.