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WhatĀ“s new in
Sitecore Experience
Cloudā„¢
Presented by: Johannes Zijlstra
Innovation Director, Sagittarius Agency
2
3
Secure by default
Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
Secure at rest, and in motionā€¦
GDPR and PII compliance starts
with a secure platform.
5
xConnect
Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
xConnect
OData-standard interoperability between
Sitecore and other 3rd party systems
Introducing xConnect for Experience Platform
Enable true omni-channel
collection at scale
ā€¢ Website visits
ā€¢ Fitness devices
ā€¢ In-store visits
Cloud First
ā€¢ 100% feature parity between cloud and on-premise
ā€¢ Beacons
ā€¢ Call centres
ā€¢ IOT
ā€¢ 3rd party data
Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
xConnectā€” Collect everything for exceptional outcomes
Any and all
customer data
Any and all
interactions
Any and all
outcomes
Comprehensive data delivers deep insights that result in amazing experiences
8
Marketing Automation
Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
Omni-channel marketing
automation for Experience Platform
New Marketing Automation UX and capabilities
ā€¢ Purpose-built for marketers
ā€¢ Drag-and-drop UI
ā€¢ Integrate Email and Forms as part of
marketing automation
ā€¢ Automation has been built for:
- Email marketing at scale
- Experience Commerce
Marketing automation and email at scale (XP)
10
Forms
10
Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
Collect data of the highest
quality at the right time and
in the right context
ā€¢ Building custom forms to help your prospect
become a customer
ā€¢ Designed for marketers, forms enables easy
drag and drop of fields onto the canvas to
design for sites and devices
ā€¢ Forms that are reusable and re-skinnable
becoming available across sites and devices
Sitecore Forms
Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
Sitecore Forms now supports multipage forms
13
Federated Authentication
14
Federated Authentication
ā€¢ Plug-and-play authentication providers
using configuration.
ā€¢ Decoupling authentication from project
responsibilities. ā€œBring your own auth.ā€
Security and privacy for customer data
ā€¢ Encryption at-rest and in-motion
ā€¢ Support for personally identifiable information
(PII) compliance
Federated authentication, encryption & PII
Migration tools
Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
MigrationTool
More efficient way of moving from older
versions to newest version of platform:
Through Express Migration 3.0
ā€¢ Support for 6.6, 7.2, 7.5, 8.0 Ć  9.0 GA
ā€¢ Support forWFFM
ā€¢ Quality improvements
ConversionTool
ā€¢ xDB migration
Streamlining migrations and upgrades
17
CRM connectors
Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
xConnect empowers new CRM connectors
Bring in CRM data to xDB for use
with Sitecore Machine Learning
Bi-directional data transfer to
and from leading CRM systems
Support for Microsoft
Dynamics CRM
Support for Salesforce CRM
Add latest Digital Experience
data into the CRM from xDB
Personalize based on interactions
that occur in the CRM
Headless Sitecore
Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
9.0 headless innovation
Sitecore Content Repository
Sitecore Services Client
(SSC) API
SXA DATA
MODELLING
Angular, React
packages
SPA, PWA, Native
Sitecore Personalization Engine
Sitecore Experience Accelerator (SXA)
JSON rendering
Sitecore JavaScript Services
Sitecore Presentation Layer
SITECORE JSS
SITECORE CONTENT
API (REST/ODATA)
HTML rendering
HTML rendering
21
Deployment options
22
Sitecore deployment options
Complete Flexibility & Choice
Implementation
delivered by
Customer or Partner
Windows Server
SQL Server
Sitecore
On Premise
Sitecore on
IaaS
Azure, AWS, Google, Rackspace
Customer Purchase their
choice of Cloud
Implementation delivered by
Customer or Partner
Sitecore Cloud
PaaS
Microsoft Azure
Customer Purchase Azure
through MSFT EA
Implementation delivered by
Customer, Sitecore or
Sitecore Partner
Purchase Azure via Sitecore EA or
Solution Partner EA
Sitecore Managed Cloud
Standard and Premium
Microsoft Azure
Implementation delivered by
Customer, Sitecore or Sitecore Partner
23
Cortex and machine learning
Sitecore Cortex
Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
At a glance
Cortex Engine is aWindows service composed of a
series of specialized machine learning processing
pipelines.
Scales by enabling varying number of configurations.
Customers can configure the service based on their
performance requirements.
25
Summary
Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
Significant steps to unlock more value
UPGRADE
Migrate to Sitecore
Experience Cloud
New tools make it easier
6 & 7 are out of
mainstream support
8.x customers get better email,
marketing automation, Forms,
secure by default
INTEGRATION
xConnect
Integrate with anything
that adds value
SFDC, Dynamics CRM
Connectors included with 9
9 and xConnect bring
machine learning to life
FRONT END
JSS front-end projects
JSS APIs open up platform
Only available with 9
on subscription
Headless, mobile web
progressive apps are easy, fast
Demo
28Ā© Copyright 2018 Sitecore
Sitecore andGDPR
29Ā© Copyright 2018 Sitecore
GDPR ā€“ A reminder
ā€¢ ā€¦more control over their personally identifiable
information (PII) ā€“ access, transfer, delete.
ā€¢ ā€¦have their personal data kept safe.
ā€¢ ā€¦complain if data is mishandled or misused.
ā€¢ ā€¦know if their data has been hacked.
ā€¢ ā€¦ā€˜be forgottenā€™.
ā€¢ ā€¦object to their data being used.
General Data Protection Regulation
Consumers have a right toā€¦
30Ā© Copyright 2018 Sitecore
GDPR ā€“
Corporate
responsibilities
Companies have a responsibility toā€¦
ā€¢ ā€¦obtain specific consent to use of consumerā€™s data.
ā€¢ ā€¦provide full details of how the personal data will be
handled including how long it will be held for.
ā€¢ ā€¦demonstrate compliance with the principles.
ā€¢ ā€¦maintain written records of all data handling activities.
ā€¢ ā€¦appoint a Data Protection Officer (DPO) where the core
activities of the business requires regular monitoring of
personal data on a large scale.
ā€¢ ā€¦report any data breaches to the ICO within
72 hours unless the data is encrypted.
31Ā© Copyright 2018 Sitecore
ICO Guidance: 12 Steps toTake Now
32Ā© Copyright 2018 Sitecore
This is basic functionality for Sitecore and yet the
creation and management of content remains a
significant time and cost barrier for many
companies today. In addition Sitecore will audit
and version the creation of content to reinforce
your compliance options.
Breaking it down
You should review your current privacy notices and put a plan
in place for making any necessary changes in time for GDPR
implementation.
Communication privacy information
3
33Ā© Copyright 2018 Sitecore
Rights and Consent
You should check your procedures to ensure they cover all the rights
individuals have, including how you would delete personal date or
provide data electronically and in a commonly used format.
Individualsā€™ rights
4
You should review how you seek, record and manage consent and
whether you need to make any changes. Refresh existing consents
now if they donā€™t meet the GDPR standard.
Consent
7
The right to be informed
Article 12, Article 13, Article 4 (11)
Sitecore recommends capturing and storing your end customerā€™s
affirmative action in the SitecoreĀ® Experience Databaseā„¢ (xDB).
This action can be stored as a facet on the end customerā€™s contact
record in xDB.
The right of access
Article 15
Sitecore xConnectā„¢ provides an API ā€œGetContactAsyncā€ that
allows you to retrieve a full contact profile for your end customer.
The right to rectification
Article 16
Use Sitecore Forms to build a preferences form which displays and
allows end customers to edit their PII profile data, making it easier
for you to maintain accurate data you choose to store in xDB.
34Ā© Copyright 2018 Sitecore
Rights and Consent
You should check your procedures to ensure they cover all the rights
individuals have, including how you would delete personal date or
provide data electronically and in a commonly used format.
Individualsā€™ rights
4
You should review how you seek, record and manage consent and
whether you need to make any changes. Refresh existing consents
now if they donā€™t meet the GDPR standard.
Consent
7
The right to erasure
Article 17
Sitecore provides the Sitecore xConnect feature
ā€œExecuteRightToBeForgotten.ā€This feature irreversibly anonymizes
the individualā€™s data so that the data is no longer identifiable.
The right to restrict processing
Article 18
Sitecore recommends storing preferences in xDB and building your
application in a way that respects those preferences.
The right to data portability
Article 20
Use Sitecore Forms to build a preferences form which displays and
allows end customers to edit their PII profile data, making it easier
for you to maintain accurate data you choose to store in xDB.
35Ā© Copyright 2018 Sitecore
Rights and Consent
You should check your procedures to ensure they cover all the rights
individuals have, including how you would delete personal date or
provide data electronically and in a commonly used format.
Individualsā€™ rights
4
You should review how you seek, record and manage consent and
whether you need to make any changes. Refresh existing consents
now if they donā€™t meet the GDPR standard.
Consent
7
The right to object
Article 21
Sitecore Forms allows you to quickly build contact forms that
allow customers to express preferences and interact with current
preference settings.The form can also kick off workflow or
automation processes which can be integrated into your
businessā€™s compliance team.
Rights in relation to automated
decision making and profiling
Article 22
Sitecore and industry best practices can recommend steps for
being transparent in your privacy statements and consent
language, and Sitecore products can help you track and store
information.The decision remains yours to make.
36Ā© Copyright 2018 Sitecore
Data protection
by design
You should familiarize yourself now with the ICOā€™s code of practice
on Privacy Impact Assessments as well as the latest guidance from
the Article 29Working Party, and work out how and when to
implement them in your organization.
Data Protection by Design and Data Protection
Impact Assessments
10 Sitecore 9 is secure by default.
All data is encrypted at rest
and in motion.
GDPR and PII compliance starts
with a secure platform.
37Ā© Copyright 2018 Sitecore
Session Conclusion
Do we understand the
impact of GDPR and
know what PII is?
Do we understand what
Sitecore 9 provides for GDPR
compliance and, importantly,
what it doesnā€™t?
Do we think that upgrading
to Sitecore 9 is something
that would help?
@SagittariusMktg
@SagittariusMktg
@SagittariusMktg
@SagittariusMktg
questions?
@SagittariusMktg
Q&A.
Paul Stephen
Agency CEO
Johannes Zijlstra
Innovation Director

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Johannes Zijlstra - Sitecore 9 and GDPR

  • 1. WhatĀ“s new in Sitecore Experience Cloudā„¢ Presented by: Johannes Zijlstra Innovation Director, Sagittarius Agency
  • 2. 2
  • 4. Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. Secure at rest, and in motionā€¦ GDPR and PII compliance starts with a secure platform.
  • 6. Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. xConnect OData-standard interoperability between Sitecore and other 3rd party systems Introducing xConnect for Experience Platform Enable true omni-channel collection at scale ā€¢ Website visits ā€¢ Fitness devices ā€¢ In-store visits Cloud First ā€¢ 100% feature parity between cloud and on-premise ā€¢ Beacons ā€¢ Call centres ā€¢ IOT ā€¢ 3rd party data
  • 7. Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. xConnectā€” Collect everything for exceptional outcomes Any and all customer data Any and all interactions Any and all outcomes Comprehensive data delivers deep insights that result in amazing experiences
  • 9. Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. Omni-channel marketing automation for Experience Platform New Marketing Automation UX and capabilities ā€¢ Purpose-built for marketers ā€¢ Drag-and-drop UI ā€¢ Integrate Email and Forms as part of marketing automation ā€¢ Automation has been built for: - Email marketing at scale - Experience Commerce Marketing automation and email at scale (XP)
  • 11. Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. Collect data of the highest quality at the right time and in the right context ā€¢ Building custom forms to help your prospect become a customer ā€¢ Designed for marketers, forms enables easy drag and drop of fields onto the canvas to design for sites and devices ā€¢ Forms that are reusable and re-skinnable becoming available across sites and devices Sitecore Forms
  • 12. Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. Sitecore Forms now supports multipage forms
  • 14. 14 Federated Authentication ā€¢ Plug-and-play authentication providers using configuration. ā€¢ Decoupling authentication from project responsibilities. ā€œBring your own auth.ā€ Security and privacy for customer data ā€¢ Encryption at-rest and in-motion ā€¢ Support for personally identifiable information (PII) compliance Federated authentication, encryption & PII
  • 16. Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. MigrationTool More efficient way of moving from older versions to newest version of platform: Through Express Migration 3.0 ā€¢ Support for 6.6, 7.2, 7.5, 8.0 Ć  9.0 GA ā€¢ Support forWFFM ā€¢ Quality improvements ConversionTool ā€¢ xDB migration Streamlining migrations and upgrades
  • 18. Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. xConnect empowers new CRM connectors Bring in CRM data to xDB for use with Sitecore Machine Learning Bi-directional data transfer to and from leading CRM systems Support for Microsoft Dynamics CRM Support for Salesforce CRM Add latest Digital Experience data into the CRM from xDB Personalize based on interactions that occur in the CRM
  • 20. Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 9.0 headless innovation Sitecore Content Repository Sitecore Services Client (SSC) API SXA DATA MODELLING Angular, React packages SPA, PWA, Native Sitecore Personalization Engine Sitecore Experience Accelerator (SXA) JSON rendering Sitecore JavaScript Services Sitecore Presentation Layer SITECORE JSS SITECORE CONTENT API (REST/ODATA) HTML rendering HTML rendering
  • 22. 22 Sitecore deployment options Complete Flexibility & Choice Implementation delivered by Customer or Partner Windows Server SQL Server Sitecore On Premise Sitecore on IaaS Azure, AWS, Google, Rackspace Customer Purchase their choice of Cloud Implementation delivered by Customer or Partner Sitecore Cloud PaaS Microsoft Azure Customer Purchase Azure through MSFT EA Implementation delivered by Customer, Sitecore or Sitecore Partner Purchase Azure via Sitecore EA or Solution Partner EA Sitecore Managed Cloud Standard and Premium Microsoft Azure Implementation delivered by Customer, Sitecore or Sitecore Partner
  • 24. Sitecore Cortex Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. At a glance Cortex Engine is aWindows service composed of a series of specialized machine learning processing pipelines. Scales by enabling varying number of configurations. Customers can configure the service based on their performance requirements.
  • 26. Ā© 2001-2017 Sitecore Corporation A/S. All rights reserved. SitecoreĀ® and Own the ExperienceĀ® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. Significant steps to unlock more value UPGRADE Migrate to Sitecore Experience Cloud New tools make it easier 6 & 7 are out of mainstream support 8.x customers get better email, marketing automation, Forms, secure by default INTEGRATION xConnect Integrate with anything that adds value SFDC, Dynamics CRM Connectors included with 9 9 and xConnect bring machine learning to life FRONT END JSS front-end projects JSS APIs open up platform Only available with 9 on subscription Headless, mobile web progressive apps are easy, fast
  • 27. Demo
  • 28. 28Ā© Copyright 2018 Sitecore Sitecore andGDPR
  • 29. 29Ā© Copyright 2018 Sitecore GDPR ā€“ A reminder ā€¢ ā€¦more control over their personally identifiable information (PII) ā€“ access, transfer, delete. ā€¢ ā€¦have their personal data kept safe. ā€¢ ā€¦complain if data is mishandled or misused. ā€¢ ā€¦know if their data has been hacked. ā€¢ ā€¦ā€˜be forgottenā€™. ā€¢ ā€¦object to their data being used. General Data Protection Regulation Consumers have a right toā€¦
  • 30. 30Ā© Copyright 2018 Sitecore GDPR ā€“ Corporate responsibilities Companies have a responsibility toā€¦ ā€¢ ā€¦obtain specific consent to use of consumerā€™s data. ā€¢ ā€¦provide full details of how the personal data will be handled including how long it will be held for. ā€¢ ā€¦demonstrate compliance with the principles. ā€¢ ā€¦maintain written records of all data handling activities. ā€¢ ā€¦appoint a Data Protection Officer (DPO) where the core activities of the business requires regular monitoring of personal data on a large scale. ā€¢ ā€¦report any data breaches to the ICO within 72 hours unless the data is encrypted.
  • 31. 31Ā© Copyright 2018 Sitecore ICO Guidance: 12 Steps toTake Now
  • 32. 32Ā© Copyright 2018 Sitecore This is basic functionality for Sitecore and yet the creation and management of content remains a significant time and cost barrier for many companies today. In addition Sitecore will audit and version the creation of content to reinforce your compliance options. Breaking it down You should review your current privacy notices and put a plan in place for making any necessary changes in time for GDPR implementation. Communication privacy information 3
  • 33. 33Ā© Copyright 2018 Sitecore Rights and Consent You should check your procedures to ensure they cover all the rights individuals have, including how you would delete personal date or provide data electronically and in a commonly used format. Individualsā€™ rights 4 You should review how you seek, record and manage consent and whether you need to make any changes. Refresh existing consents now if they donā€™t meet the GDPR standard. Consent 7 The right to be informed Article 12, Article 13, Article 4 (11) Sitecore recommends capturing and storing your end customerā€™s affirmative action in the SitecoreĀ® Experience Databaseā„¢ (xDB). This action can be stored as a facet on the end customerā€™s contact record in xDB. The right of access Article 15 Sitecore xConnectā„¢ provides an API ā€œGetContactAsyncā€ that allows you to retrieve a full contact profile for your end customer. The right to rectification Article 16 Use Sitecore Forms to build a preferences form which displays and allows end customers to edit their PII profile data, making it easier for you to maintain accurate data you choose to store in xDB.
  • 34. 34Ā© Copyright 2018 Sitecore Rights and Consent You should check your procedures to ensure they cover all the rights individuals have, including how you would delete personal date or provide data electronically and in a commonly used format. Individualsā€™ rights 4 You should review how you seek, record and manage consent and whether you need to make any changes. Refresh existing consents now if they donā€™t meet the GDPR standard. Consent 7 The right to erasure Article 17 Sitecore provides the Sitecore xConnect feature ā€œExecuteRightToBeForgotten.ā€This feature irreversibly anonymizes the individualā€™s data so that the data is no longer identifiable. The right to restrict processing Article 18 Sitecore recommends storing preferences in xDB and building your application in a way that respects those preferences. The right to data portability Article 20 Use Sitecore Forms to build a preferences form which displays and allows end customers to edit their PII profile data, making it easier for you to maintain accurate data you choose to store in xDB.
  • 35. 35Ā© Copyright 2018 Sitecore Rights and Consent You should check your procedures to ensure they cover all the rights individuals have, including how you would delete personal date or provide data electronically and in a commonly used format. Individualsā€™ rights 4 You should review how you seek, record and manage consent and whether you need to make any changes. Refresh existing consents now if they donā€™t meet the GDPR standard. Consent 7 The right to object Article 21 Sitecore Forms allows you to quickly build contact forms that allow customers to express preferences and interact with current preference settings.The form can also kick off workflow or automation processes which can be integrated into your businessā€™s compliance team. Rights in relation to automated decision making and profiling Article 22 Sitecore and industry best practices can recommend steps for being transparent in your privacy statements and consent language, and Sitecore products can help you track and store information.The decision remains yours to make.
  • 36. 36Ā© Copyright 2018 Sitecore Data protection by design You should familiarize yourself now with the ICOā€™s code of practice on Privacy Impact Assessments as well as the latest guidance from the Article 29Working Party, and work out how and when to implement them in your organization. Data Protection by Design and Data Protection Impact Assessments 10 Sitecore 9 is secure by default. All data is encrypted at rest and in motion. GDPR and PII compliance starts with a secure platform.
  • 37. 37Ā© Copyright 2018 Sitecore Session Conclusion Do we understand the impact of GDPR and know what PII is? Do we understand what Sitecore 9 provides for GDPR compliance and, importantly, what it doesnā€™t? Do we think that upgrading to Sitecore 9 is something that would help?