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© 2002. All rights reserved. ClientXClient Inc.
WHO
OWNS THE
CUSTOMER
© 2002. All rights reserved. ClientXClient Inc.
Marketing
Web
Product
Management
Logistics
Operations
Sales
ecommerce
Finance Legal
Customer
Service
Technology
Who Owns The Customer?
© 2002. All rights reserved. ClientXClient Inc.
Marketing
Web
Product
Management
Logistics
Operations
Sales
ecommerce
Finance Legal
Customer
Service
Who Owns The Customer?
Technology
© 2002. All rights reserved. ClientXClient Inc.
Marketing Web Product
Management
LogisticsOperationsSalesecommerceFinance Legal Customer
Service
Who Owns The Customer? Who Owns The Customer?Who Owns The Customer?
Technology
Who Owns The Customer?
© 2002. All rights reserved. ClientXClient Inc.
All rights reserved. Client X Client 908.350.3012
Customer Lifecycle
Company Functions
Information Systems
© 2002. All rights reserved. ClientXClient Inc.
All rights reserved. Client X Client 908.350.3012
Customer Lifecycle
Company Functions
Information Systems
© 2002. All rights reserved. ClientXClient Inc.
* Codify Customer Experience to Leverage &
Integrate Disparate Technologies for
Customer Centricity
*”Organize (data, customer interactions) from Customer Worthy Book
© 2002. All rights reserved. ClientXClient Inc.
Customer Experience
Ontology
A practical structure for BPO
performance monitoring &
compensation
Ontology for continuous
customer value improvement
Ontology for customer centric
workflow design
Ontology for customer centric
Design Thinking
Ontology for customer centric
business process mapping
Ontology for customer centric
data schema
Ontology for customer centric
business rules design
Ontology for customer centric
entity & object design
Who Owns The Customer?
© 2002. All rights reserved. ClientXClient Inc.
Codify Customer Experience to Leverage &
Integrate Disparate Technologies for
Customer Centricity
© 2002. All rights reserved. ClientXClient Inc.
Customer Experience
Ontology
A practical ontology for
representing the customer for
machine learning
Ontology for customer centric
system integration
Ontology for customer centric
workflow design
Ontology for customer centric
Design Thinking
Ontology for customer centric
business process mapping
Ontology for customer centric
data schema
Ontology for customer centric
business rules design
Ontology for customer centric
entity & object design
The Customer Experience Matrix Answers All the data and design questions technology has
for marketing, sales and customer service
The Customer Experience Matrix Provides Information Model for Companies to
‘Think Like a Customer’
For Information Technology (IT) Customer “Ownership” Requires Clear
Roles & Permissions Definitions, Entity & Transaction Data Mapping and
an Customer Experience Information Model Representing The Entire
Customer Experience Lifecycle
© 2002. All rights reserved. ClientXClient Inc.
Customer Experience MatrixTM:
Community
Outdoor
Affiliate
3rd Pty web
Wholesaler
Partner
Direct Mail
Email
Web
Call Center
Field Sales
Events
Retail
Branch
Support ReturnIdentification UsePurchaseSelectionAwareness
Customer Process
Channel
VISUALIZE ORGANIZE MONETIZE OPTIMIZE
© 2002. All rights reserved. ClientXClient Inc.
CxC Matrix
Department
Responsibility &
Accountability
Metrics & KPIs
1.Awareness
2.Information
3.Identification
4.Selection
5.Negotiation
6.Contract
7.Logistics
8.Delivery
9.Acceptance
10.$Collection
11.Use
12.Care&Support
13.Repair
14.Dispose
15.Community
Geography | | | | | | | | | | | | | | |
Digital | | | | | | | | | | | | | | |
Location | | | | | | | | | | | | | | |
3rd Party | | | | | | | | | | | | | | |
One-On-One | | | | | | | | | | | | | | |
Community | | | | | | | | | | | | | | |
Marketing
Advertising
Promotion
Communications
Product Management
Distribution
Operations
Sales
Operations
Delivery
Retail
Distribution
E-Biz
Communications
Sales
Third Parties
Finance
Product Management
Retail Operations
Re-Seller Management
Sales
Customer
Support
Operations
Sales
© 2002. All rights reserved. ClientXClient Inc.
We help clients:
 Understand the value and potential of each
customer, in order to monetize, prioritize and
optimize customer relationships
 Connect company goals to customer
performance for unprecedented competitive
advantage and unmatched planning, execution
and forecasting
 Enable every decision-maker to make better,
more profitable decisions
 Deliver satisfying, differentiating, profitable
experiences to each customer
Expertise:
 Customer Value
Optimization
 Business Intelligence
 Customer Experience
Management
 Marketing Technologies
 CRM
 Sales
 Customer Operations
 Segmentation
 Database Marketing
 Customer Profitability
© 2002. All rights reserved. ClientXClient Inc.
Next Generation of Customer
Insights & Analytics:
• Leadership
• Methods
• Metrics
• Technology
• Innovation
Michael R Hoffman
Contact: Michael R. Hoffman, mrh@customerworthy.com 908.350-3012
Thank You
WARNING!
Thisisdifficult,soIwrotethisforyou

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Who Owns the Customer?

  • 1. © 2002. All rights reserved. ClientXClient Inc. WHO OWNS THE CUSTOMER
  • 2.
  • 3. © 2002. All rights reserved. ClientXClient Inc. Marketing Web Product Management Logistics Operations Sales ecommerce Finance Legal Customer Service Technology Who Owns The Customer?
  • 4. © 2002. All rights reserved. ClientXClient Inc. Marketing Web Product Management Logistics Operations Sales ecommerce Finance Legal Customer Service Who Owns The Customer? Technology
  • 5. © 2002. All rights reserved. ClientXClient Inc. Marketing Web Product Management LogisticsOperationsSalesecommerceFinance Legal Customer Service Who Owns The Customer? Who Owns The Customer?Who Owns The Customer? Technology Who Owns The Customer?
  • 6. © 2002. All rights reserved. ClientXClient Inc. All rights reserved. Client X Client 908.350.3012 Customer Lifecycle Company Functions Information Systems
  • 7. © 2002. All rights reserved. ClientXClient Inc. All rights reserved. Client X Client 908.350.3012 Customer Lifecycle Company Functions Information Systems
  • 8. © 2002. All rights reserved. ClientXClient Inc. * Codify Customer Experience to Leverage & Integrate Disparate Technologies for Customer Centricity *”Organize (data, customer interactions) from Customer Worthy Book
  • 9. © 2002. All rights reserved. ClientXClient Inc. Customer Experience Ontology A practical structure for BPO performance monitoring & compensation Ontology for continuous customer value improvement Ontology for customer centric workflow design Ontology for customer centric Design Thinking Ontology for customer centric business process mapping Ontology for customer centric data schema Ontology for customer centric business rules design Ontology for customer centric entity & object design Who Owns The Customer?
  • 10. © 2002. All rights reserved. ClientXClient Inc. Codify Customer Experience to Leverage & Integrate Disparate Technologies for Customer Centricity
  • 11. © 2002. All rights reserved. ClientXClient Inc. Customer Experience Ontology A practical ontology for representing the customer for machine learning Ontology for customer centric system integration Ontology for customer centric workflow design Ontology for customer centric Design Thinking Ontology for customer centric business process mapping Ontology for customer centric data schema Ontology for customer centric business rules design Ontology for customer centric entity & object design The Customer Experience Matrix Answers All the data and design questions technology has for marketing, sales and customer service The Customer Experience Matrix Provides Information Model for Companies to ‘Think Like a Customer’ For Information Technology (IT) Customer “Ownership” Requires Clear Roles & Permissions Definitions, Entity & Transaction Data Mapping and an Customer Experience Information Model Representing The Entire Customer Experience Lifecycle
  • 12. © 2002. All rights reserved. ClientXClient Inc. Customer Experience MatrixTM: Community Outdoor Affiliate 3rd Pty web Wholesaler Partner Direct Mail Email Web Call Center Field Sales Events Retail Branch Support ReturnIdentification UsePurchaseSelectionAwareness Customer Process Channel VISUALIZE ORGANIZE MONETIZE OPTIMIZE
  • 13. © 2002. All rights reserved. ClientXClient Inc. CxC Matrix Department Responsibility & Accountability Metrics & KPIs 1.Awareness 2.Information 3.Identification 4.Selection 5.Negotiation 6.Contract 7.Logistics 8.Delivery 9.Acceptance 10.$Collection 11.Use 12.Care&Support 13.Repair 14.Dispose 15.Community Geography | | | | | | | | | | | | | | | Digital | | | | | | | | | | | | | | | Location | | | | | | | | | | | | | | | 3rd Party | | | | | | | | | | | | | | | One-On-One | | | | | | | | | | | | | | | Community | | | | | | | | | | | | | | | Marketing Advertising Promotion Communications Product Management Distribution Operations Sales Operations Delivery Retail Distribution E-Biz Communications Sales Third Parties Finance Product Management Retail Operations Re-Seller Management Sales Customer Support Operations Sales
  • 14. © 2002. All rights reserved. ClientXClient Inc. We help clients:  Understand the value and potential of each customer, in order to monetize, prioritize and optimize customer relationships  Connect company goals to customer performance for unprecedented competitive advantage and unmatched planning, execution and forecasting  Enable every decision-maker to make better, more profitable decisions  Deliver satisfying, differentiating, profitable experiences to each customer Expertise:  Customer Value Optimization  Business Intelligence  Customer Experience Management  Marketing Technologies  CRM  Sales  Customer Operations  Segmentation  Database Marketing  Customer Profitability
  • 15. © 2002. All rights reserved. ClientXClient Inc. Next Generation of Customer Insights & Analytics: • Leadership • Methods • Metrics • Technology • Innovation
  • 16. Michael R Hoffman Contact: Michael R. Hoffman, mrh@customerworthy.com 908.350-3012 Thank You WARNING! Thisisdifficult,soIwrotethisforyou