SlideShare a Scribd company logo
1 of 19
Center for Analytics and Insights—Internal use only
DAA Seminar – Visit Score Recipe
Presented by:
John Glinski
Vanguard
Who we are
One of the world's largest investment
management companies
Fast Facts
About 280 low-cost traditional funds and ETFs
16 locations worldwide with more than 14,000
crew members
“How can we measure success and
demonstrate ROI of our B2B web
experience?”
The Challenge
Is there a solution?
The Concept
Converting a qualitative need…
…to a quantitative
solution
Engagement Score Inputs
ENGAGEMENT SCORE
LOGIN TOOLS USED ARTICLES
LEAD FORMS SHARES
Advisor Engagement
A Case Study
No organization is exactly the same
People
ProcessTechnology
ADVERTISING
I.T.
MARKETING
SALES
BUSINESS
DEVELOPMENT
CUSTOMER
SERVICE
CONTENT
FRAUD
DESIGN
OPERATIONS
…and different needs have different KPIs
Different departments have different
needs…
Examples of success goals
BRANDAWARNESS
RESEARCH
EDUCATION
MONEY
ENABLEMENT
BEING
AWESOME
Determine key actions on site
Map Out Success Logic
Implement in Adobe
Analyze the Results
Share results & recommendations with business
A Step-by-step guide
What are their website goals?
What key actions do they think are
important?
What the ideal user looks like who would
perform this goal?
Determine key actions on site
Met with business stakeholders to answer:
Work with engineering to identify best way to
tag key events in Adobe
Create necessary supporting documentation
(Requirements,Tech Specs)
Get Governance buy-in and approvals
Map out success logic
Using results from working sessions with business:
Implement in Adobe
Created processing rules based on
Adobe page names
Event will fire every time someone
performs a key action
Create engagement score variable
that will aggregate all events fired
Analyze, share, and recommend
3,200
Total Site Visit Score
4.5
Avg. Visit Score
per User
7.5
Avg. Visit Score
per Sales Lead
10.3
5.6
4.4
3.2 2.9
0
2
4
6
8
10
12
Social Media Display Paid Search Email Direct
Avg. Visit Score
by Channel
Campaign Total Visit Score Cost Cost per Engagement
Save More 120 $10,000 $83.33
Index Invest 310 $2,000 $6.45
Bond Balance 190 $4,000 $21.05
Int'l Equity 490 $4,000 $8.16
Money Movers 610 $20,000 $49.18
Where do we go
from here?
Engagement Scoring – Scoring Customer Engagement
A + B + C = Engagement Score
B1+B2+B3+B4+B5
OnlineActivity Score
A1+A2+A3+A4+A5
Cash Flow ActivityScore
C1+C2+C3+C4+C5
Big Data Solution
TEST
IMPROVE
MEASURE
The (ideal) process
Treat analytics as a religion
Get big wins early
Prepare yourself for resistance
You’re not in last place
What we learned

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John Glinski - The B2B Analytics Engine: How Vanguard is Measuring Marketing Success Online

  • 1. Center for Analytics and Insights—Internal use only DAA Seminar – Visit Score Recipe Presented by: John Glinski Vanguard
  • 2. Who we are One of the world's largest investment management companies Fast Facts About 280 low-cost traditional funds and ETFs 16 locations worldwide with more than 14,000 crew members
  • 3. “How can we measure success and demonstrate ROI of our B2B web experience?” The Challenge
  • 4. Is there a solution?
  • 5. The Concept Converting a qualitative need… …to a quantitative solution
  • 6. Engagement Score Inputs ENGAGEMENT SCORE LOGIN TOOLS USED ARTICLES LEAD FORMS SHARES
  • 8. No organization is exactly the same People ProcessTechnology
  • 10. Examples of success goals BRANDAWARNESS RESEARCH EDUCATION MONEY ENABLEMENT BEING AWESOME
  • 11. Determine key actions on site Map Out Success Logic Implement in Adobe Analyze the Results Share results & recommendations with business A Step-by-step guide
  • 12. What are their website goals? What key actions do they think are important? What the ideal user looks like who would perform this goal? Determine key actions on site Met with business stakeholders to answer:
  • 13. Work with engineering to identify best way to tag key events in Adobe Create necessary supporting documentation (Requirements,Tech Specs) Get Governance buy-in and approvals Map out success logic Using results from working sessions with business:
  • 14. Implement in Adobe Created processing rules based on Adobe page names Event will fire every time someone performs a key action Create engagement score variable that will aggregate all events fired
  • 15. Analyze, share, and recommend 3,200 Total Site Visit Score 4.5 Avg. Visit Score per User 7.5 Avg. Visit Score per Sales Lead 10.3 5.6 4.4 3.2 2.9 0 2 4 6 8 10 12 Social Media Display Paid Search Email Direct Avg. Visit Score by Channel Campaign Total Visit Score Cost Cost per Engagement Save More 120 $10,000 $83.33 Index Invest 310 $2,000 $6.45 Bond Balance 190 $4,000 $21.05 Int'l Equity 490 $4,000 $8.16 Money Movers 610 $20,000 $49.18
  • 16. Where do we go from here?
  • 17. Engagement Scoring – Scoring Customer Engagement A + B + C = Engagement Score B1+B2+B3+B4+B5 OnlineActivity Score A1+A2+A3+A4+A5 Cash Flow ActivityScore C1+C2+C3+C4+C5 Big Data Solution
  • 19. Treat analytics as a religion Get big wins early Prepare yourself for resistance You’re not in last place What we learned