Essential Enterprise Efficiency
Navigate Hosted Managed Services Without Getting Lost in the Cloud
Kaspar Roos, Founder & CEO, Aspire
Allan Christian, VP Engineering, Precisely
Gerhard Heide, Senior Global Director, Strategy & Marketing, Precisely
Meet the speakers
Gerhard Heide
Senior Global Director
Strategy & Marketing
Precisely EngageOne
Allan Christian
VP Engineering
Precisely EngageOne
Kaspar Roos
Founder and CEO
Aspire
linkedin.com/in/kasparroos
kaspar.roos@aspireccs.com
gerhard.heide@precisely.com Allan.christian@precisely.com
linkedin.com/in/allanchristian
linkedin.com/in/gerhard-heide
Hosted
Managed
Services
4
© Aspire, 2021
Key Trends in HMS
What are the forces shaping CCM?
What is hosted managed services (HMS)?
Why should you consider shifting to HMS?
1
2
3
Key Trends
in HMS
Key Trends in HMS
6
1 3
2
© Aspire, 2021
4
CCM to CXM On-prem to Cloud IT to LOB Products to Services
Cloud Trends
42%
43%
13%
2%
Enterprise Interest in Subscription CCM
Software
How would your organization ideally pay for CCM software?
8
51%
40% 41%
37%
45%
34%
7% 14%
24%
0%
20%
40%
60%
80%
100%
IT Led LOB Led CX Led
Don't know
Subscription
Shifting to subscription in the
next 12-24 months
License and maintenance
N = 106 N = 365 N = 41
Source: Aspire, The State of CCM-to-CXM Transformation, 2019
N = 512
Total Respondents
© Aspire, 2021
Process communications are shifting to
the cloud
9
© Aspire, 2021
What is your organization's preferred cloud model for CCM software applications that process PII or are
subject to data privacy regulations?
Source: Aspire, The State of CCM-to-CXM Transformation, 2019
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
CXM
CCM 2.0
CCM 1.0
Multi-tenant SaaS
Private cloud
Public cloud, virtual private cloud
Hybrid cloud
No cloud, on-premise only
No preference
N = 512
Multiple answers allowed
Majority wants cloud
Outsourcing
Trends
49% 43% 39% 38%
19% 26% 30% 40%
30% 25% 28%
19%
0%
20%
40%
60%
80%
100%
SMB Small Enterprise Mid-market Enterprise Large Enterprise
Yes, more outsourcing No shift expected Yes, more in-house Don’t know
11
Customer communication production shifting to
outsourcing
Source: Understanding the New Digital Reality, 2020
© Aspire, 2020
39%
38%
22%
1%
Low volume in-house
Most or all done in-house
Most or all print outsourced
Don’t know
Transactional: Current Distribution Transactional: Expected shifts in 12 to 24 months
N = 300
33%
45%
21%
1%
Mostly outsourced
Mostly done in-house
Mixed model
Don’t know
N = 300
Marketing: Current Distribution Marketing: Expected shifts in 12 to 24 months
31%
44% 40%
28%
21%
26% 31%
47%
45%
26% 24% 23%
0%
20%
40%
60%
80%
100%
SMB Small Enterprise Mid-market Enterprise Large Enterprise
Yes, more outsourcing No shift expected Yes, more in-house Don’t know
Insourcing/Outsourcing and Services
Procurement
12
Which of the following services do you (plan to) procure from customer
communication services providers in the next 12 months?
Source: Understanding the New Digital Reality, 2020
© Aspire, 2021
N = 300 enterprises in the U.S.
22%
24%
26%
30%
30%
36%
36%
38%
39%
41%
43%
53%
0% 20% 40% 60%
Document management, scanning, mailroom, archive
Customer journey mapping/omni-channel orchestration
Content/template migration/rationalization
Payment or electronic signature services
Campaign management/data analytics
Communications design
Strategy consulting
Digital experience (chatbots/personalized video)
Print production
Customer communications technology platform
Print management (i.e., sourcing print)
Digital delivery
What is HMS?
In-house Model
Managed Services Model
Businesses execute CCM on-premise through containerization or through cloud services
directly from a vendor. Enterprises manage services themselves or manage them through
a vendor or a delivery partner.
Each business has its own teams creating and managing communications or working
with a service provider to acquire any necessary expertise.
Businesses send print-ready files to a print outsourcer or their own in-house print
facilities. They often execute digital delivery through a gateway services provider.
An enterprise client and HMS provider agree on business goals.
An HMS provider offers a centralized platform with remote access for the client (and its
own staff). The provider creates communication templates, but the client’s own teams
act as authors and functionality designers.
The provider offers print (or print management) and digital delivery.
Hosted managed services (HMS) run vendor-hosted
software in the cloud
HMS vendors typically adjust their architecture to feature
micro-services and APIs
© Aspire, 2021
65% of enterprises will invest in new CCM
technology as a result of market changes brought on
by COVID-19
45% of enterprises will be reviewing their outsourcing
models as result of COVID-19
According to our 2020 research…
Why HMS?
CCM /CXM
Control Hub
1. Find
2. Sell
3. Deliver
4. Bill
5. Service
6. Engage
Acquisition
Onboarding / Enrollment
Critical Communications
Direct Mail E-mail Coupon
Forms
Welcome
survey
Signatures
Contracts
Welcome
kit
Personalized
videos
Bills &
Statements
Claim
notifications
Business
correspondence
Customer
service
Mobile
payments
Direct Mail E-mail Coupon
Digital Transformation Requires Linking CCM to CX
Stack
Notifications
© Aspire, 2021
17
A Fundamental Shift in Thinking About
CCM
© Aspire, 2021
18
© Aspire, 2021
Benefits of HMS
Faster to deploy
Reduces dependance on IT
Easier to scale
1
2
3
Cost savings – no need to invest in extra hardware to handle peak volumes
HMS is vendor-managed, always up-to-date, and evergreen
Continuous deployment = Zero downtime (Software can update without going down for maintenance)
4
5
6
Opex vs. Capex
Security
Easier/Fully managed service: The vendor can create communications or change requests
7
8
9
Recommendations
Key Recommendations
Top take aways about CCM hosted managed services (HMS)
• IT leaders: ensure to look at HMS when revisiting your CCM IT
stack
• HMS has evolved to a more economical model of customer
communicaitons management production than on-prem IT
• LOB executives or marketers: get your vendor or outsourcer to host
and manage your IT stack as HMS
• HMS offers benefits around faster time-to-value, scalability, security and
lower TCO
© Aspire, 2021
Any questions?
21
© Aspire, 2021
Thank You!
linkedin.com/in/kasparroos
@kasparroos
kaspar.roos@aspireccs.com
+44 79 619 30 752
? ?
?
Discussion and QA
Gerhard Heide
Senior Global Director
Strategy & Marketing
Precisely EngageOne
Allan Christian
VP Engineering
Precisely EngageOne
Kaspar Roos
Founder and CEO
Aspire
linkedin.com/in/kasparroos
kaspar.roos@aspireccs.com
gerhard.heide@precisely.com Allan.christian@precisely.com
linkedin.com/in/allanchristian
linkedin.com/in/gerhard-heide

Essential Enterprise Efficiency: Navigate Hosted Managed Services Without Getting Lost in the Cloud

  • 1.
    Essential Enterprise Efficiency NavigateHosted Managed Services Without Getting Lost in the Cloud Kaspar Roos, Founder & CEO, Aspire Allan Christian, VP Engineering, Precisely Gerhard Heide, Senior Global Director, Strategy & Marketing, Precisely
  • 2.
    Meet the speakers GerhardHeide Senior Global Director Strategy & Marketing Precisely EngageOne Allan Christian VP Engineering Precisely EngageOne Kaspar Roos Founder and CEO Aspire linkedin.com/in/kasparroos kaspar.roos@aspireccs.com gerhard.heide@precisely.com Allan.christian@precisely.com linkedin.com/in/allanchristian linkedin.com/in/gerhard-heide
  • 3.
  • 4.
    4 © Aspire, 2021 KeyTrends in HMS What are the forces shaping CCM? What is hosted managed services (HMS)? Why should you consider shifting to HMS? 1 2 3
  • 5.
  • 6.
    Key Trends inHMS 6 1 3 2 © Aspire, 2021 4 CCM to CXM On-prem to Cloud IT to LOB Products to Services
  • 7.
  • 8.
    42% 43% 13% 2% Enterprise Interest inSubscription CCM Software How would your organization ideally pay for CCM software? 8 51% 40% 41% 37% 45% 34% 7% 14% 24% 0% 20% 40% 60% 80% 100% IT Led LOB Led CX Led Don't know Subscription Shifting to subscription in the next 12-24 months License and maintenance N = 106 N = 365 N = 41 Source: Aspire, The State of CCM-to-CXM Transformation, 2019 N = 512 Total Respondents © Aspire, 2021
  • 9.
    Process communications areshifting to the cloud 9 © Aspire, 2021 What is your organization's preferred cloud model for CCM software applications that process PII or are subject to data privacy regulations? Source: Aspire, The State of CCM-to-CXM Transformation, 2019 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% CXM CCM 2.0 CCM 1.0 Multi-tenant SaaS Private cloud Public cloud, virtual private cloud Hybrid cloud No cloud, on-premise only No preference N = 512 Multiple answers allowed Majority wants cloud
  • 10.
  • 11.
    49% 43% 39%38% 19% 26% 30% 40% 30% 25% 28% 19% 0% 20% 40% 60% 80% 100% SMB Small Enterprise Mid-market Enterprise Large Enterprise Yes, more outsourcing No shift expected Yes, more in-house Don’t know 11 Customer communication production shifting to outsourcing Source: Understanding the New Digital Reality, 2020 © Aspire, 2020 39% 38% 22% 1% Low volume in-house Most or all done in-house Most or all print outsourced Don’t know Transactional: Current Distribution Transactional: Expected shifts in 12 to 24 months N = 300 33% 45% 21% 1% Mostly outsourced Mostly done in-house Mixed model Don’t know N = 300 Marketing: Current Distribution Marketing: Expected shifts in 12 to 24 months 31% 44% 40% 28% 21% 26% 31% 47% 45% 26% 24% 23% 0% 20% 40% 60% 80% 100% SMB Small Enterprise Mid-market Enterprise Large Enterprise Yes, more outsourcing No shift expected Yes, more in-house Don’t know
  • 12.
    Insourcing/Outsourcing and Services Procurement 12 Whichof the following services do you (plan to) procure from customer communication services providers in the next 12 months? Source: Understanding the New Digital Reality, 2020 © Aspire, 2021 N = 300 enterprises in the U.S. 22% 24% 26% 30% 30% 36% 36% 38% 39% 41% 43% 53% 0% 20% 40% 60% Document management, scanning, mailroom, archive Customer journey mapping/omni-channel orchestration Content/template migration/rationalization Payment or electronic signature services Campaign management/data analytics Communications design Strategy consulting Digital experience (chatbots/personalized video) Print production Customer communications technology platform Print management (i.e., sourcing print) Digital delivery
  • 13.
  • 14.
    In-house Model Managed ServicesModel Businesses execute CCM on-premise through containerization or through cloud services directly from a vendor. Enterprises manage services themselves or manage them through a vendor or a delivery partner. Each business has its own teams creating and managing communications or working with a service provider to acquire any necessary expertise. Businesses send print-ready files to a print outsourcer or their own in-house print facilities. They often execute digital delivery through a gateway services provider. An enterprise client and HMS provider agree on business goals. An HMS provider offers a centralized platform with remote access for the client (and its own staff). The provider creates communication templates, but the client’s own teams act as authors and functionality designers. The provider offers print (or print management) and digital delivery. Hosted managed services (HMS) run vendor-hosted software in the cloud HMS vendors typically adjust their architecture to feature micro-services and APIs © Aspire, 2021 65% of enterprises will invest in new CCM technology as a result of market changes brought on by COVID-19 45% of enterprises will be reviewing their outsourcing models as result of COVID-19 According to our 2020 research…
  • 15.
  • 16.
    CCM /CXM Control Hub 1.Find 2. Sell 3. Deliver 4. Bill 5. Service 6. Engage Acquisition Onboarding / Enrollment Critical Communications Direct Mail E-mail Coupon Forms Welcome survey Signatures Contracts Welcome kit Personalized videos Bills & Statements Claim notifications Business correspondence Customer service Mobile payments Direct Mail E-mail Coupon Digital Transformation Requires Linking CCM to CX Stack Notifications © Aspire, 2021
  • 17.
    17 A Fundamental Shiftin Thinking About CCM © Aspire, 2021
  • 18.
    18 © Aspire, 2021 Benefitsof HMS Faster to deploy Reduces dependance on IT Easier to scale 1 2 3 Cost savings – no need to invest in extra hardware to handle peak volumes HMS is vendor-managed, always up-to-date, and evergreen Continuous deployment = Zero downtime (Software can update without going down for maintenance) 4 5 6 Opex vs. Capex Security Easier/Fully managed service: The vendor can create communications or change requests 7 8 9
  • 19.
  • 20.
    Key Recommendations Top takeaways about CCM hosted managed services (HMS) • IT leaders: ensure to look at HMS when revisiting your CCM IT stack • HMS has evolved to a more economical model of customer communicaitons management production than on-prem IT • LOB executives or marketers: get your vendor or outsourcer to host and manage your IT stack as HMS • HMS offers benefits around faster time-to-value, scalability, security and lower TCO © Aspire, 2021
  • 21.
    Any questions? 21 © Aspire,2021 Thank You! linkedin.com/in/kasparroos @kasparroos kaspar.roos@aspireccs.com +44 79 619 30 752 ? ? ?
  • 22.
    Discussion and QA GerhardHeide Senior Global Director Strategy & Marketing Precisely EngageOne Allan Christian VP Engineering Precisely EngageOne Kaspar Roos Founder and CEO Aspire linkedin.com/in/kasparroos kaspar.roos@aspireccs.com gerhard.heide@precisely.com Allan.christian@precisely.com linkedin.com/in/allanchristian linkedin.com/in/gerhard-heide