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Building a Digital Experience that Supports Your
Customer’s Journey
Gal Oron, May 2017
THE CUSTOMER
JOURNEY IS A STORY OF
EXPLORATION
LONG TERM
LOYAL
CUSTOMER
W E
PRE-SALE
IMMEDIATE
POST-SALE
DISCOVER
SEARCH COMPARE TRUST
RESEARCH EVANGELIZE
DECIDE PURCHASE
FRIEND
PURCHASE
USE SHARE
N
GET HELP
PURCHASE
PERSONALIZE
EACH STEP CAN WIN OR LOSE THE HEART OF THE CUSTOMER
LONG TERM
LOYAL
CUSTOMER
S
W E
PRE-SALE
IMMEDIATE
POST-SALE
DISCOVER
SEARCH COMPARE TRUST
RESEARCH EVANGELIZE
DECIDE PURCHASE
FRIEND
PURCHASE
USE SHARE
N
GET HELP
PURCHASE
PERSONALIZE
LONG TERM
LOYAL
CUSTOMER
S
W E
N
GET HELP
AND THEY LOOK FOR ANSWERS WHEREVER THEY CAN
IMMEDIATE
POST-SALE
PRE-SALE
DISCOVER
SEARCH COMPARE TRUST
RESEARCH EVANGELIZE
DECIDE PURCHASE
FRIEND
PURCHASE
USE SHARE
PURCHASE
PERSONALIZE
No analytics
Not mobile
friendly
RESULTING IN A BLACK HOLE OF
MONEY AND RESOURCES
SO INSTEAD OF BEING A CRITICAL BUSINESS ASSET,
DOCUMENTATION IS A LIABILITY. AND EVEN A RISK.
YOUR ANSWER.
HERE AND NOW.
Personalized answers accessible
to customers wherever they are.
Convert existing documentation
into engaging micro-moments
for customers.
And turn documentation from
being a liability to being a
business asset.
PRODUCT DOCUMENTATION BECOMES A MAJOR
INFLUENCER ON CUSTOMER EXPERIENCE
36% 89%
2012 2016
Of companies expected to compete mostly
on the basis of customer experience
DIGITAL CX IS BECOMING A
PRIMARY AREA OF INVESTMENT
DOCUMENTATION IS SEEN AS AN ESSENTIAL
ELEMENT THROUGHOUT THE CUSTOMER
JOURNEY
THE INTELLIGENT CONTENT
REVOLUTION IS REACHING MASS
MARKET
Paper books
Static web
Future
channels
Personalized
content
ebooks/ pdf
DellEMC has closed this gap
Technical Resource Center
Make all document types accessible from
a single hub
Content Transformation:
Building a Digital
Experience that Supports
Your Customer’s Journey
© Copyright 2016 Dell Inc.14
Background
© Copyright 2016 Dell Inc.15
CI and HCI System Outcomes
Deliver high business value
More applications
deployed
Faster
time-to-market
Reduction in
downtime
Less time keeping
lights on
4.6X 4.4X 96% 41%Converged
operations
Dell - Internal Use - Confidential15 of 70
© Copyright 2016 Dell Inc.16
About Me
Content Architect and Program Manager
With Dell EMC 4 years
18 years in Global Content Development
Born and live in Cork, Ireland
Married with 2 children (5 & 2 years old)
Baker, Soccer fan, and (before I had kids) Golfer
© Copyright 2016 Dell Inc.17
Project justification
Internal Information
Center delivery of content
PDF deliver of
external content on
company website
No single central
location or search for
content
No agreed taxonomy:
Metadata applied
informally
Very little data on user
experience and search
Need to provide solutions for
customers that delivered the right
content at the right time
© Copyright 2016 Dell Inc.18
Content Delivery Platform
© Copyright 2016 Dell Inc.19
Metadata
• Data about content
• Metadata is composed of one or more
metadata elements
• Provides context, definition and additional
relevant information about content
• Tagging:
– The process of assigning metadata to
content
– Values can be from controlled vocabularies
or free text values
Kermit
Muppet Frog
Performer Jim
Henson
Green
May 9,
1955
© Copyright 2016 Dell Inc.20
Taxonomy
• Taxonomy:
– A structure used for classifying information
into a hierarchy of categories and
subcategories*
• Taxonomy to support and improve search results
• A taxonomy is not static. It is a living thing that
adapts and evolves as business grows and
changes
• Uses
– Enhance information retrieval
– Foster connections between information
– Clarify similar concepts
– Harmonize vocabulary
© Copyright 2016 Dell Inc.21
Taxonomy & Metadata
Together in harmony
• Metadata describes your content
• Taxonomy organizes it
• Together they provide the context and
definition of the content
© Copyright 2016 Dell Inc.22
Content Delivery Platform
© Copyright 2016 Dell Inc.23
Metadata requirements
Search and
Navigation
Security Publish Monitor
© Copyright 2016 Dell Inc.24
Challenges and solutions
• Brainstorming, mind-mapping
and prototyping
• Research other Zoomin implementations
and wider industry solutions
• Provide tooling to support the
application of metadata
• Centralize metadata management and
governance
• Research and stakeholder engagement
• Determining metadata
requirements and implications
• Developing the taxonomy and
platform simultaneously
• Implementing a new DITA paradigm –
classification maps
• Understanding change management
within embedded metadata
• Understanding analytics and metrics
Challenges Solutions
© Copyright 2016 Dell Inc.25
Developing the model
• Brainstorming using mind
mapping techniques
• Quick identification of key criteria:
• Navigation and search facets
should maintain a parallel
approach
• Metadata application
should be lightweight
• Segregate publishing
and content metadata
• Prototype and share quickly
• Apply and trial within the
development framework
Technology
Extension
VCE Fabric Technology
Extension
Components
Restriction
Services
Data Protection
RCM
Data Published
VCE Systems
VCE Software
Solutions
Installations
Administartion
White Paper
Architecture
Security
Software Dev
Information Types
Metadata
© Copyright 2016 Dell Inc.26
Challenge:
• Complex navigation relationships that
need to be managed and updated
• Need for a visual mechanism that
was generally understood
Solution:
• Maintain the mind map with
conversion script to create
and apply the Taxonomy
Maintenance
Converged Systems
VCE_ID vcesystems
1
2
2
build Collab, Prod
CRGs All
sherpa
search
categories
group vce_sys
VxRack Systems
VCE_ID vxrack
2
2
2
build Collab, Prod
CRGs All
sherpa
search
categories
group vce_sys
VxRack Systems FLEX
VCE_ID Vxrack100..
1
1
1
build Collab, Prod
CRGs All
sherpa
search
categories
group vce_sys
Product Documentation
VCE_ID Vxrack100..
1
-1
-1
build Collab, Prod
CRGs All
sherpa
search
categories
RCM
VCE_ID Vxrack100..
2
-1
-1
build Collab, Prod
CRGs Customer
sherpa
search
categories
Technical and Security Alerts
VCE_ID Vxrack100..
3
-1
-1
build Collab, Prod
CRGs All
sherpa
search
categories
Field Replaceable Unit (FRU)
4
-1
-1
build Collab, Prod
CRGs Employee
sherpa
search
categories
VCE_ID Vxrack100..
© Copyright 2016 Dell Inc.27
Supporting writers
Challenge:
• Classification maps are
complex and error prone
• Wide group of writers
implementing metadata
Solution:
• Create simple application to
allow authors to apply metadata
• Introduce error detection
• Reduce support requirements
© Copyright 2016 Dell Inc.28
Search and metadata optimization
Use of analytics tools to
determine how the content is
used and searched
Optimized the metadata
model to make search
more effective
Implementation of
synonym search
Optimization of the
internal search engine
© Copyright 2016 Dell Inc.29
Where to next
• Ever-evolving stakeholder requirements necessitate
frequent updates to the model and tools
• Longer term plans to isolate metadata from content to
facilitate easier updates and faster application
• The search for the perfect model continues…….
© Copyright 2016 Dell Inc.30
Fold increase in
content views
Fold increase in users Topics
Monthly comments
addressed
Users registered
Increase in interactions
Experience
8 9 18,000+
8,500+ 200+ 300%
© Copyright 2016 Dell Inc.31
Thank you
Oren - Building a Digital Experience that Supports Your Customer's Journey

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Oren - Building a Digital Experience that Supports Your Customer's Journey

  • 1. Building a Digital Experience that Supports Your Customer’s Journey Gal Oron, May 2017
  • 2. THE CUSTOMER JOURNEY IS A STORY OF EXPLORATION
  • 3. LONG TERM LOYAL CUSTOMER W E PRE-SALE IMMEDIATE POST-SALE DISCOVER SEARCH COMPARE TRUST RESEARCH EVANGELIZE DECIDE PURCHASE FRIEND PURCHASE USE SHARE N GET HELP PURCHASE PERSONALIZE EACH STEP CAN WIN OR LOSE THE HEART OF THE CUSTOMER
  • 4. LONG TERM LOYAL CUSTOMER S W E PRE-SALE IMMEDIATE POST-SALE DISCOVER SEARCH COMPARE TRUST RESEARCH EVANGELIZE DECIDE PURCHASE FRIEND PURCHASE USE SHARE N GET HELP PURCHASE PERSONALIZE
  • 5. LONG TERM LOYAL CUSTOMER S W E N GET HELP AND THEY LOOK FOR ANSWERS WHEREVER THEY CAN IMMEDIATE POST-SALE PRE-SALE DISCOVER SEARCH COMPARE TRUST RESEARCH EVANGELIZE DECIDE PURCHASE FRIEND PURCHASE USE SHARE PURCHASE PERSONALIZE
  • 7. RESULTING IN A BLACK HOLE OF MONEY AND RESOURCES SO INSTEAD OF BEING A CRITICAL BUSINESS ASSET, DOCUMENTATION IS A LIABILITY. AND EVEN A RISK.
  • 9. Personalized answers accessible to customers wherever they are. Convert existing documentation into engaging micro-moments for customers. And turn documentation from being a liability to being a business asset.
  • 10. PRODUCT DOCUMENTATION BECOMES A MAJOR INFLUENCER ON CUSTOMER EXPERIENCE 36% 89% 2012 2016 Of companies expected to compete mostly on the basis of customer experience DIGITAL CX IS BECOMING A PRIMARY AREA OF INVESTMENT DOCUMENTATION IS SEEN AS AN ESSENTIAL ELEMENT THROUGHOUT THE CUSTOMER JOURNEY THE INTELLIGENT CONTENT REVOLUTION IS REACHING MASS MARKET
  • 12. DellEMC has closed this gap Technical Resource Center Make all document types accessible from a single hub
  • 13. Content Transformation: Building a Digital Experience that Supports Your Customer’s Journey
  • 14. © Copyright 2016 Dell Inc.14 Background
  • 15. © Copyright 2016 Dell Inc.15 CI and HCI System Outcomes Deliver high business value More applications deployed Faster time-to-market Reduction in downtime Less time keeping lights on 4.6X 4.4X 96% 41%Converged operations Dell - Internal Use - Confidential15 of 70
  • 16. © Copyright 2016 Dell Inc.16 About Me Content Architect and Program Manager With Dell EMC 4 years 18 years in Global Content Development Born and live in Cork, Ireland Married with 2 children (5 & 2 years old) Baker, Soccer fan, and (before I had kids) Golfer
  • 17. © Copyright 2016 Dell Inc.17 Project justification Internal Information Center delivery of content PDF deliver of external content on company website No single central location or search for content No agreed taxonomy: Metadata applied informally Very little data on user experience and search Need to provide solutions for customers that delivered the right content at the right time
  • 18. © Copyright 2016 Dell Inc.18 Content Delivery Platform
  • 19. © Copyright 2016 Dell Inc.19 Metadata • Data about content • Metadata is composed of one or more metadata elements • Provides context, definition and additional relevant information about content • Tagging: – The process of assigning metadata to content – Values can be from controlled vocabularies or free text values Kermit Muppet Frog Performer Jim Henson Green May 9, 1955
  • 20. © Copyright 2016 Dell Inc.20 Taxonomy • Taxonomy: – A structure used for classifying information into a hierarchy of categories and subcategories* • Taxonomy to support and improve search results • A taxonomy is not static. It is a living thing that adapts and evolves as business grows and changes • Uses – Enhance information retrieval – Foster connections between information – Clarify similar concepts – Harmonize vocabulary
  • 21. © Copyright 2016 Dell Inc.21 Taxonomy & Metadata Together in harmony • Metadata describes your content • Taxonomy organizes it • Together they provide the context and definition of the content
  • 22. © Copyright 2016 Dell Inc.22 Content Delivery Platform
  • 23. © Copyright 2016 Dell Inc.23 Metadata requirements Search and Navigation Security Publish Monitor
  • 24. © Copyright 2016 Dell Inc.24 Challenges and solutions • Brainstorming, mind-mapping and prototyping • Research other Zoomin implementations and wider industry solutions • Provide tooling to support the application of metadata • Centralize metadata management and governance • Research and stakeholder engagement • Determining metadata requirements and implications • Developing the taxonomy and platform simultaneously • Implementing a new DITA paradigm – classification maps • Understanding change management within embedded metadata • Understanding analytics and metrics Challenges Solutions
  • 25. © Copyright 2016 Dell Inc.25 Developing the model • Brainstorming using mind mapping techniques • Quick identification of key criteria: • Navigation and search facets should maintain a parallel approach • Metadata application should be lightweight • Segregate publishing and content metadata • Prototype and share quickly • Apply and trial within the development framework Technology Extension VCE Fabric Technology Extension Components Restriction Services Data Protection RCM Data Published VCE Systems VCE Software Solutions Installations Administartion White Paper Architecture Security Software Dev Information Types Metadata
  • 26. © Copyright 2016 Dell Inc.26 Challenge: • Complex navigation relationships that need to be managed and updated • Need for a visual mechanism that was generally understood Solution: • Maintain the mind map with conversion script to create and apply the Taxonomy Maintenance Converged Systems VCE_ID vcesystems 1 2 2 build Collab, Prod CRGs All sherpa search categories group vce_sys VxRack Systems VCE_ID vxrack 2 2 2 build Collab, Prod CRGs All sherpa search categories group vce_sys VxRack Systems FLEX VCE_ID Vxrack100.. 1 1 1 build Collab, Prod CRGs All sherpa search categories group vce_sys Product Documentation VCE_ID Vxrack100.. 1 -1 -1 build Collab, Prod CRGs All sherpa search categories RCM VCE_ID Vxrack100.. 2 -1 -1 build Collab, Prod CRGs Customer sherpa search categories Technical and Security Alerts VCE_ID Vxrack100.. 3 -1 -1 build Collab, Prod CRGs All sherpa search categories Field Replaceable Unit (FRU) 4 -1 -1 build Collab, Prod CRGs Employee sherpa search categories VCE_ID Vxrack100..
  • 27. © Copyright 2016 Dell Inc.27 Supporting writers Challenge: • Classification maps are complex and error prone • Wide group of writers implementing metadata Solution: • Create simple application to allow authors to apply metadata • Introduce error detection • Reduce support requirements
  • 28. © Copyright 2016 Dell Inc.28 Search and metadata optimization Use of analytics tools to determine how the content is used and searched Optimized the metadata model to make search more effective Implementation of synonym search Optimization of the internal search engine
  • 29. © Copyright 2016 Dell Inc.29 Where to next • Ever-evolving stakeholder requirements necessitate frequent updates to the model and tools • Longer term plans to isolate metadata from content to facilitate easier updates and faster application • The search for the perfect model continues…….
  • 30. © Copyright 2016 Dell Inc.30 Fold increase in content views Fold increase in users Topics Monthly comments addressed Users registered Increase in interactions Experience 8 9 18,000+ 8,500+ 200+ 300%
  • 31. © Copyright 2016 Dell Inc.31 Thank you