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October 2011


Rise of the
Marketing Technologist
(And What It Means for Agencies)


by Scott Brinker
   @chiefmartec
Who am I?
Hybrid software architect & marketer.
Blog about that intersection at
www.chiefmartec.com.
Co-founded interactive agency in 1998.
Transformed agency into a specialized
marketing technology software vendor
www.ioninteractive.com.
Whatā€™s a marketing technologist?
             A digital strategist?
         A creative technologist?
               Something else?
Based on
predictive
analytics:
Digital
has won.
if (digital_strategy != marketing_strategy)
{
   fail();
}
Digital strategist.

            Digitally-savvy account planners.

            Digital marketing specialists.
              Search engine optimization
              Paid search marketing
              Social media marketing
              Display advertising
              Content marketing
              Mobile marketing
A digital strategist must be
fluent in using technology.
A digital strategist modern marketer must be
fluent in using technology.

But not necessarily building it.
Enter the creative technologist.
Brain of a software developer




              Heart of an artist




Anatomy of a Creative Technologist
Brain of a software developer

    Eye of an interface designer

              Heart of an artist




                 Balls of a hacker
                (figuratively speaking)



Anatomy of a Creative Technologist
A creative technologist builds technology
for creative ā€•campaigns.ā€– (Obviously.)

 HTML                  Facebook apps
 CSS                   iPhone/iPad apps
 Javascript            Android apps
 Flash                 Games
 APIs                  Dynamic ads
 MVC frameworks        Data sharing
The modern creative triumvirate.

                   Concepts


                                      Creative
Art Director   +   Copywriter   +   Technologist
 (Images)           (Words)
                                      (Code)
Agencies are becoming more and more
technically sophisticated.

Some faster than others.
The digital strategist (and variations) and
the creative technologist are key roles.

But theyā€™re primarily agency roles.

Something else is happeningā€¦
Across the agency-client divideā€¦
A fundamental shift is underway in most
marketing departments.

From technology adverseā€¦

                    ā€¦to technology savvy.
ā€•I feel more like a CIO than a CMO! I have
 marketing automation, CRM, listening
 platformsā€”Iā€™m up to my eyeballs in
 technology.ā€–
But letā€™s start with the root cause.
The marketing world (not so long ago):




                     ZMOT: Winning the Zero Moment of Truth, Jim Lecinski
The marketing world (not so long ago):




                   //




  Agencyā€™s                              Marketerā€™s
Responsibility                         Responsibility
                        ZMOT: Winning the Zero Moment of Truth, Jim Lecinski
ZMOT: Winning the Zero Moment of Truth, Jim Lecinski
The ZMOT is a flurry of activity:
                    Query search engines
                    Visit company web site
                    Read educational content
                    Follow on Twitter
                    Visit competitor web sites
                    Read reviews
                    Discuss with friends
                    Check online communities
                    Comparison shop
5 killer properties of the ZMOT:

 1. Almost entirely digital (or digital-ish).
 2. Many touchpoints.
5 killer properties of the ZMOT:

 1. Almost entirely digital (or digital-ish).
 2. Many touchpoints.
 3. Real-time dynamics.
5 killer properties of the ZMOT:

 1. Almost entirely digital (or digital-ish).
 2. Many touchpoints.
 3. Real-time dynamics.
 4. Shattered boundaries.
5 killer properties of the ZMOT:

 1. Almost entirely digital (or digital-ish).
 2. Many touchpoints.
 3. Real-time dynamics.
 4. Shattered boundaries.
 5. Experience defines brand.
Marketing/
            Advertising




  New                      Existing
Prospects                 Customers




             Product/
             Service
Marketing/
        Advertising

  New                   Existing
Prospects              Customers

            Product/
            Service


    Customer Experience
Itā€™s
@$%*&!#
complex.
From Stretched to Strengthened, IBM Global CMO Study 2011
Oh, and itā€™s hard to outsource.

At least hard to outsource wholesale.
Because ultimately, the brand must own
the customer experience.

(CX for those in the know.)
How do we get control of this complexity?

 1. Almost entirely digital (or digital-ish).
 2. Many touchpoints.
 3. Real-time dynamics.
 4. Shattered boundaries.
 5. Experience defines brand.
measurable          digital (or digital-ish)

   scalable
                                           fast
              malleable
                           frictionless


        ā€¦but most importantlyā€¦
Itā€™s programmable by software.

And thanks to Mooreā€™s Law,
cloud computing and SaaS models,
open source and expert communities,
a wealth of new languages and frameworks,
itā€™s never been easier or faster to build
great software.
ā€¦which has led to one of
the greatest explosions in
 the history of softwareā€¦
Marketing Technology Landscape                                                                                                                       August 2011

MOBILE MARKETING                                MOBILE APPS                     GAMING/FACEBOOK APPS        CREATIVE TOOLS         DIGITAL ASSET MANAGEMENT



TARGETING              DISPLAY AD               E-COMMERCE                                                  PERSONALIZATION        LOYALTY MANAGEMENT
                       MANAGEMENT


                                                VIRTUAL EVENTS          VIDEO CONTENT     APIs              EVENT MANAGEMENT           CALL TRACKING


CREATIVE
OPTIMIZATION       VIDEO AD MANAGEMENT          SEO TOOLS        CORE WEBSITE           CUSTOM WEB APPS                                      CRM
                                                                                                             MARKETING AUTOMATION



SEARCH AD MANAGEMENT
                                                                                        WIDGETS/PLUG-INS


                                                                                                                                            SALES AUTOMATION

SOCIAL MEDIA AD MANAGEMENT
                                                                 LANDING PAGES BLOGS         COMMUNITIES     EMAIL MARKETING
                                                                 & MICROSITES

                                                                                                                                            CUSTOM DATABASES
SOCIAL MEDIA MARKETING MANAGEMENT




                                                                WEB TESTING & OPTIMIZATION                   BUSINESS INTELLIGENCE



SOCIAL MEDIA ANALYTICS                          WEB ANALYTICS                                CUSTOMER ANALYTICS           MARKETING RESOURCE MANAGEMENT



MULTI-CHANNEL MARKETNG MANAGEMENT               INTEGRATED SUITES & ENTERPRISE MARKETING MANAGEMENT AGILE/PROJECT MANAGEMENT



  External Promotion      Customer Experience    Marketing Management                                      by Scott Brinker @chiefmartec http://www.chiefmartec.com
The Golden Age of Marketing Software.
Software is now the interface by which
marketing sees and touches the world.

Analytics shapes perceptions.
Automation guides processes.
Optimization hones tactics.
Listening leads engagement.
Targeting defines segments.
CRM structures relationships.
Software doesnā€™t just help marketers
manage the new customer experience.

It often defines the customer experience.
But all this wizardry raises a questionā€¦
Who choreographs this
marketing technology ballet?
Or is it more
of a mosh pit?
In the ā€•old days,ā€– marketing would have
simply handed off requests to IT.

That kinda worked on a small scale.

But as volume and speed increased, the
marketing/IT relationship began to feelā€¦
Marketing




IT
Marketingā€™s perceptions of IT:

IT is the department of ā€•no.ā€–
IT doesnā€™t speak marketingā€™s language.
IT doesnā€™t understand the need for speed.
IT isnā€™t concerned with the customer.




                  Mastering Customer Dataā€”A CIO Imperative, Forrester Research July 2011
ITā€™s perceptions of marketing:

Marketing is spin.
Marketers donā€™t care about integration.




                     Mastering Customer Dataā€”A CIO Imperative, Forrester Research July 2011
So how do we reconile this?
Well, thereā€™s always a committeeā€¦
Real action is required for four cataclysmic
forces reshaping marketing today.

The new ZMOT customer.

The marketing technology explosion.

Agility ā€” the new clockspeed of marketing.

Accountability ā€” new performance culture.
Collectively, these forces demand a
fundamental shift in marketing culture,
structure, and operations.

The foundation of that shift must be
this affirmationā€¦
Marketing must lead
  its own technology.


     Marketing is now a
technology-powered discipline.
A new kind of marketing professional is
emerging in this environmentā€¦

A technical/marketing hybridā€¦

The marketing technologist.
Analogous to the creative technologist role
at agencies, but different.

Less about building stimulus ā€•creative.ā€–

More about building:
ļƒ  The extended customer experience (CX).
ļƒ  The new marketing operations.
How should we organize professionals
in this new discipline?
The original marketing-IT organization:

   Traditional            IT   Mktg

           no marketing               no IT/technology
            perspective                 perspective
The original marketing-IT organization:

   Traditional            IT   Mktg

           no marketing               no IT/technology
            perspective                 perspective



In really bad situations:

   Estranged              IT   Mktg
King Solomonā€™s Marketing-Technology Split




           (Not a good idea.)
A marketing technologist team should
provide an integrated, holistic view.


                          MT

Understand good                       Understand good
  IT practices                       marketing practices

                  Think natively in the
                  combined domain of
                  marketing technology
Practice Center   IT   MT      Mktg



Colocated         IT        MT Mktg



Joint Venture     IT   MT Mktg



Embedded          IT        Mktg MT
The marketing technology team should be
led by a chief marketing technologist.

Or whatever title you prefer:

  VP/Director Marketing Technology
  VP/Director Marketing Operations
  VP/Director Customer Intelligence
  Marketing CTO
Whatā€™s important is the role.


And we can define it with 5 missions.
Mission #1
Build and lead a
superb team of
marketing
technologists.

-   Tech experience
-   Marketing passion
-   ā€•T-shapedā€–
-   Self-learners
-   Highly collaborative
ā€•Not simply a collection of design-savvy
 developers.

To meet the explosion in channels, devices
and touchpoints, build a team that blends
skills in analysis, programming, and user
experience.ā€–

    ā€“ Forrester Research, October 2011
      Investing In Marketingā€™s Technology Future
Mission #2
Help the CMO
translate strategy
into technology
(and vice versa).

-   Prepare the CMO
-   Map tech & business
-   Drive innovation
-   Justify investment
Mission #3
Choreograph data
and technology
across the
marketing
organization.
-   Manage vendors
-   Integrate & operate
-   Interface to agencies
-   Champion data
-   Balance cost/value
The
               Marketing
Standardize                Experiment
              Technology
                Cycle
Mission #4
Fuse technology
into the DNA of
marketingā€”
practices, people,
and culture.

- Teaching their peers
- Illuminate
  possibilities
- Tech transparency
- Cross-pollinate ideas
- Agile marketing
Mission #5
Enforce and
inform IT policy
and governance
for all marketing
technology.

-   Mind security
-   Mind regulation
-   Share infrastructure
-   Support the CIO
In the words of
Seth Godin, this
person should be a
linchpin.

Heā€™d definitely call
them weird (in a
good way).
ā€•Splintering touchpoints and the growing
 torrent of data force marketers to build up
 investments in technology to keep up with
 customers. To manage and direct the
 increasingly complex marketing technology
 stack, Forrester recommends that
 organizations create a marketing
 technology office.ā€–

 ā€“ Forrester Research, October 2011
   3 Approaches to the Marketing Technology Office
Motivation:
                   Marketing

                    Marketing Technology


          Whoā€™s packing your parachute?
So what does this mean for agencies?
Advertising automation and optimization will
continue to accelerateā€¦ but will increasingly
need to integrate with the client more deeply.

This value will be eroded by software and
network synchronization.
Creative technology will continue to grow
and thriveā€¦ but will increasingly need to
integrate with the client more deeply.

This will be a high value service.
New demand for designing and building
customer experience elements will ariseā€¦
but must integrate with the client deeply.

This will be a high value service.
Thereā€™s a
pattern hereā€¦

Agencies will need
to integrate with their
clients more deeply.
Will require more ā€•marketing technologistā€–ā€”
not just ā€•creative technologistā€–ā€”technical
capabilities.

Account managers must also learn to
work with more technical stakeholders
on the clientā€™s team.
A client-side marketing
technology team should
be your new best friend.
Practice Center   IT   MT      Mktg   Agency




Colocated         IT        MT Mktg   Agency




Joint Venture     IT   MT Mktg        Agency




Embedded          IT        Mktg MT   Agency
With the advantage of perspective across
many clientsā€¦

Agencies have the potential to become
curators of ā€•best practicesā€– for the future
of marketing technology.

This too can be a high value service.
The Marketing Technology Express
Will you be a conductor, a passenger,
or someone left behind?
Thank you.

Get these slides at
www.chiefmartec.com

Follow me on Twitter
@chiefmartec

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Rise of the Marketing Technologist (And What It Means For Agencies)

  • 1. October 2011 Rise of the Marketing Technologist (And What It Means for Agencies) by Scott Brinker @chiefmartec
  • 2. Who am I? Hybrid software architect & marketer. Blog about that intersection at www.chiefmartec.com. Co-founded interactive agency in 1998. Transformed agency into a specialized marketing technology software vendor www.ioninteractive.com.
  • 3. Whatā€™s a marketing technologist? A digital strategist? A creative technologist? Something else?
  • 5.
  • 6.
  • 7.
  • 8. if (digital_strategy != marketing_strategy) { fail(); }
  • 9. Digital strategist. Digitally-savvy account planners. Digital marketing specialists. Search engine optimization Paid search marketing Social media marketing Display advertising Content marketing Mobile marketing
  • 10. A digital strategist must be fluent in using technology.
  • 11. A digital strategist modern marketer must be fluent in using technology. But not necessarily building it.
  • 12. Enter the creative technologist.
  • 13. Brain of a software developer Heart of an artist Anatomy of a Creative Technologist
  • 14. Brain of a software developer Eye of an interface designer Heart of an artist Balls of a hacker (figuratively speaking) Anatomy of a Creative Technologist
  • 15. A creative technologist builds technology for creative ā€•campaigns.ā€– (Obviously.) HTML Facebook apps CSS iPhone/iPad apps Javascript Android apps Flash Games APIs Dynamic ads MVC frameworks Data sharing
  • 16.
  • 17. The modern creative triumvirate. Concepts Creative Art Director + Copywriter + Technologist (Images) (Words) (Code)
  • 18.
  • 19.
  • 20.
  • 21. Agencies are becoming more and more technically sophisticated. Some faster than others.
  • 22. The digital strategist (and variations) and the creative technologist are key roles. But theyā€™re primarily agency roles. Something else is happeningā€¦
  • 23. Across the agency-client divideā€¦
  • 24. A fundamental shift is underway in most marketing departments. From technology adverseā€¦ ā€¦to technology savvy.
  • 25. ā€•I feel more like a CIO than a CMO! I have marketing automation, CRM, listening platformsā€”Iā€™m up to my eyeballs in technology.ā€–
  • 26. But letā€™s start with the root cause.
  • 27. The marketing world (not so long ago): ZMOT: Winning the Zero Moment of Truth, Jim Lecinski
  • 28. The marketing world (not so long ago): // Agencyā€™s Marketerā€™s Responsibility Responsibility ZMOT: Winning the Zero Moment of Truth, Jim Lecinski
  • 29. ZMOT: Winning the Zero Moment of Truth, Jim Lecinski
  • 30. The ZMOT is a flurry of activity: Query search engines Visit company web site Read educational content Follow on Twitter Visit competitor web sites Read reviews Discuss with friends Check online communities Comparison shop
  • 31. 5 killer properties of the ZMOT: 1. Almost entirely digital (or digital-ish). 2. Many touchpoints.
  • 32.
  • 33. 5 killer properties of the ZMOT: 1. Almost entirely digital (or digital-ish). 2. Many touchpoints. 3. Real-time dynamics.
  • 34.
  • 35. 5 killer properties of the ZMOT: 1. Almost entirely digital (or digital-ish). 2. Many touchpoints. 3. Real-time dynamics. 4. Shattered boundaries.
  • 36.
  • 37. 5 killer properties of the ZMOT: 1. Almost entirely digital (or digital-ish). 2. Many touchpoints. 3. Real-time dynamics. 4. Shattered boundaries. 5. Experience defines brand.
  • 38. Marketing/ Advertising New Existing Prospects Customers Product/ Service
  • 39. Marketing/ Advertising New Existing Prospects Customers Product/ Service Customer Experience
  • 41. From Stretched to Strengthened, IBM Global CMO Study 2011
  • 42. Oh, and itā€™s hard to outsource. At least hard to outsource wholesale.
  • 43. Because ultimately, the brand must own the customer experience. (CX for those in the know.)
  • 44. How do we get control of this complexity? 1. Almost entirely digital (or digital-ish). 2. Many touchpoints. 3. Real-time dynamics. 4. Shattered boundaries. 5. Experience defines brand.
  • 45. measurable digital (or digital-ish) scalable fast malleable frictionless ā€¦but most importantlyā€¦
  • 46. Itā€™s programmable by software. And thanks to Mooreā€™s Law, cloud computing and SaaS models, open source and expert communities, a wealth of new languages and frameworks, itā€™s never been easier or faster to build great software.
  • 47. ā€¦which has led to one of the greatest explosions in the history of softwareā€¦
  • 48. Marketing Technology Landscape August 2011 MOBILE MARKETING MOBILE APPS GAMING/FACEBOOK APPS CREATIVE TOOLS DIGITAL ASSET MANAGEMENT TARGETING DISPLAY AD E-COMMERCE PERSONALIZATION LOYALTY MANAGEMENT MANAGEMENT VIRTUAL EVENTS VIDEO CONTENT APIs EVENT MANAGEMENT CALL TRACKING CREATIVE OPTIMIZATION VIDEO AD MANAGEMENT SEO TOOLS CORE WEBSITE CUSTOM WEB APPS CRM MARKETING AUTOMATION SEARCH AD MANAGEMENT WIDGETS/PLUG-INS SALES AUTOMATION SOCIAL MEDIA AD MANAGEMENT LANDING PAGES BLOGS COMMUNITIES EMAIL MARKETING & MICROSITES CUSTOM DATABASES SOCIAL MEDIA MARKETING MANAGEMENT WEB TESTING & OPTIMIZATION BUSINESS INTELLIGENCE SOCIAL MEDIA ANALYTICS WEB ANALYTICS CUSTOMER ANALYTICS MARKETING RESOURCE MANAGEMENT MULTI-CHANNEL MARKETNG MANAGEMENT INTEGRATED SUITES & ENTERPRISE MARKETING MANAGEMENT AGILE/PROJECT MANAGEMENT External Promotion Customer Experience Marketing Management by Scott Brinker @chiefmartec http://www.chiefmartec.com
  • 49. The Golden Age of Marketing Software.
  • 50. Software is now the interface by which marketing sees and touches the world. Analytics shapes perceptions. Automation guides processes. Optimization hones tactics. Listening leads engagement. Targeting defines segments. CRM structures relationships.
  • 51. Software doesnā€™t just help marketers manage the new customer experience. It often defines the customer experience.
  • 52.
  • 53. But all this wizardry raises a questionā€¦
  • 54. Who choreographs this marketing technology ballet?
  • 55. Or is it more of a mosh pit?
  • 56. In the ā€•old days,ā€– marketing would have simply handed off requests to IT. That kinda worked on a small scale. But as volume and speed increased, the marketing/IT relationship began to feelā€¦
  • 58. Marketingā€™s perceptions of IT: IT is the department of ā€•no.ā€– IT doesnā€™t speak marketingā€™s language. IT doesnā€™t understand the need for speed. IT isnā€™t concerned with the customer. Mastering Customer Dataā€”A CIO Imperative, Forrester Research July 2011
  • 59. ITā€™s perceptions of marketing: Marketing is spin. Marketers donā€™t care about integration. Mastering Customer Dataā€”A CIO Imperative, Forrester Research July 2011
  • 60.
  • 61. So how do we reconile this?
  • 62. Well, thereā€™s always a committeeā€¦
  • 63. Real action is required for four cataclysmic forces reshaping marketing today. The new ZMOT customer. The marketing technology explosion. Agility ā€” the new clockspeed of marketing. Accountability ā€” new performance culture.
  • 64. Collectively, these forces demand a fundamental shift in marketing culture, structure, and operations. The foundation of that shift must be this affirmationā€¦
  • 65. Marketing must lead its own technology. Marketing is now a technology-powered discipline.
  • 66. A new kind of marketing professional is emerging in this environmentā€¦ A technical/marketing hybridā€¦ The marketing technologist.
  • 67. Analogous to the creative technologist role at agencies, but different. Less about building stimulus ā€•creative.ā€– More about building: ļƒ  The extended customer experience (CX). ļƒ  The new marketing operations.
  • 68.
  • 69. How should we organize professionals in this new discipline?
  • 70. The original marketing-IT organization: Traditional IT Mktg no marketing no IT/technology perspective perspective
  • 71. The original marketing-IT organization: Traditional IT Mktg no marketing no IT/technology perspective perspective In really bad situations: Estranged IT Mktg
  • 72. King Solomonā€™s Marketing-Technology Split (Not a good idea.)
  • 73. A marketing technologist team should provide an integrated, holistic view. MT Understand good Understand good IT practices marketing practices Think natively in the combined domain of marketing technology
  • 74. Practice Center IT MT Mktg Colocated IT MT Mktg Joint Venture IT MT Mktg Embedded IT Mktg MT
  • 75.
  • 76. The marketing technology team should be led by a chief marketing technologist. Or whatever title you prefer: VP/Director Marketing Technology VP/Director Marketing Operations VP/Director Customer Intelligence Marketing CTO
  • 77. Whatā€™s important is the role. And we can define it with 5 missions.
  • 78. Mission #1 Build and lead a superb team of marketing technologists. - Tech experience - Marketing passion - ā€•T-shapedā€– - Self-learners - Highly collaborative
  • 79. ā€•Not simply a collection of design-savvy developers. To meet the explosion in channels, devices and touchpoints, build a team that blends skills in analysis, programming, and user experience.ā€– ā€“ Forrester Research, October 2011 Investing In Marketingā€™s Technology Future
  • 80. Mission #2 Help the CMO translate strategy into technology (and vice versa). - Prepare the CMO - Map tech & business - Drive innovation - Justify investment
  • 81. Mission #3 Choreograph data and technology across the marketing organization. - Manage vendors - Integrate & operate - Interface to agencies - Champion data - Balance cost/value
  • 82. The Marketing Standardize Experiment Technology Cycle
  • 83. Mission #4 Fuse technology into the DNA of marketingā€” practices, people, and culture. - Teaching their peers - Illuminate possibilities - Tech transparency - Cross-pollinate ideas - Agile marketing
  • 84.
  • 85. Mission #5 Enforce and inform IT policy and governance for all marketing technology. - Mind security - Mind regulation - Share infrastructure - Support the CIO
  • 86. In the words of Seth Godin, this person should be a linchpin. Heā€™d definitely call them weird (in a good way).
  • 87. ā€•Splintering touchpoints and the growing torrent of data force marketers to build up investments in technology to keep up with customers. To manage and direct the increasingly complex marketing technology stack, Forrester recommends that organizations create a marketing technology office.ā€– ā€“ Forrester Research, October 2011 3 Approaches to the Marketing Technology Office
  • 88. Motivation: Marketing Marketing Technology Whoā€™s packing your parachute?
  • 89. So what does this mean for agencies?
  • 90. Advertising automation and optimization will continue to accelerateā€¦ but will increasingly need to integrate with the client more deeply. This value will be eroded by software and network synchronization.
  • 91. Creative technology will continue to grow and thriveā€¦ but will increasingly need to integrate with the client more deeply. This will be a high value service.
  • 92. New demand for designing and building customer experience elements will ariseā€¦ but must integrate with the client deeply. This will be a high value service.
  • 93. Thereā€™s a pattern hereā€¦ Agencies will need to integrate with their clients more deeply.
  • 94. Will require more ā€•marketing technologistā€–ā€” not just ā€•creative technologistā€–ā€”technical capabilities. Account managers must also learn to work with more technical stakeholders on the clientā€™s team.
  • 95. A client-side marketing technology team should be your new best friend.
  • 96. Practice Center IT MT Mktg Agency Colocated IT MT Mktg Agency Joint Venture IT MT Mktg Agency Embedded IT Mktg MT Agency
  • 97. With the advantage of perspective across many clientsā€¦ Agencies have the potential to become curators of ā€•best practicesā€– for the future of marketing technology. This too can be a high value service.
  • 99. Will you be a conductor, a passenger, or someone left behind?
  • 100. Thank you. Get these slides at www.chiefmartec.com Follow me on Twitter @chiefmartec

Editor's Notes

  1. Now, Iā€™m not saying that everyone in the marketing department has to be a technologist.
  2. Speaking of contentionā€¦ letā€™s talk about the relationship between marketing and IT for a moment. It sometimes feels like this. But having worked on both sides of the divide, I can say that thereā€™s a very logical reason for this tug-of-war. Marketing and IT have different goals and incentives.