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Compelling Messages &
  Metrics (M&Ms) Will Make
Your EBC A Strategic Asset
     ABPM National Conference
  Denver Colorado, April 22, 2004

             Alan G. Chute Ph.D.
   Unisys Strategic Marketing VP
Executive Briefing Centers
  Powerful display of “One
  Unisys” messaging
  Showcase our and end-
  to-end solutions and
  What We Do for our
  clients
  EBC investments
  produced high client
  satisfaction ratings and
  impacted revenues
  metrics
Agenda
 EBCs Evolution
 Messaging Strategy
 Mission and Objectives
 Strategies and Tactics
 Metrics Strategy
EBCs Evolution
 CEO Top of Mind Issues
 Created Advisory Board to obtain cross BU support
  •   Corporate Advertising
  •   GO
  •   GI
  •   GMS
  •   Global Sales
  •   S&T
  •   GIS
  •   Facilities
  •   Corporate Communications
  •   Corporate Identity


 Benchmarks & Best Practices
  • Association of Briefing Center Managers
  • Site Visits to CSC, Microsoft, Cisco, Nortel Networks, EMC, AT&T Avaya,
      Lucent and others
CEO Top of Mind Issues
                      1. Customer Loyalty and
                         Retention (40%)
      ?      !        2. Reducing Costs (30%)
                      3. Mergers and
                         Acquisitions (30%)
                      4. Engaging employees
                         in the company’s
                         vision/values (29%)


                 The Conference Board Research Report 1244-99-RR
             The CEO Challenge: Top Marketplace and Management Issues
Messaging Strategy
  Reflect a “Unified Brand”
   • Inclusive strategy
  Embody Customer Intimacy
   • What they think, sense, feel
  Communicate Operating Principles
  Maximum ROI
   • Demand Creation
   • Asset Utilization
   • Customer Satisfaction
Brands Operate on Multiple Levels
   Create links to customers
    • Personality and performance differentiation
    • Build loyalty
   Contribute to financial performance
    • Increase sales/market share
    • Ability to attract price premium
   Provide business leverage
    • Mergers, acquisitions
   Communicate vision
    • Internally as an expression of the soul and direction of a
      company
    • Externally as beacon to customers, competitors and
      regulators
Brand Equity - Managed on Two Dimensions




      Performance                    Perception


  •   Market share/ penetration   • Awareness
  • Customer satisfaction         • Beliefs
  • Market position               • Value
EBCs - Reflects A Unified Unisys Brand


                             Unisys                                     Company

        GO                GIS            S&T                   ETS      Business Units

                     Systems Integration
                         Outsourcing
                        Infrastructure                                  Solutions
                     Server Technology                                  Competencies
                          Consulting

     Financial   Public   Communi-   Transport-   Commercial    Media   Target Markets
     Services    Sector    cations      ation
EBCs - Embody Unisys Operating Principles

  External Obsession (holistic perspective)
  Best or Nothing (confidence and drive)
  Invent the Future (breakthrough thinking delivered
  just in time)
  Be bold (courage to change the rules)
  Team for speed (partnerships)
  Deliver or die (earning the right to serve, every day)
  Absolute Integrity
Mission Statement
                To create a

   Physical and Experiential Embodiment

        Of the Unisys Brand Promise

  That Leads to Understanding, Preference,
                  Advocacy

   and Contribution to Profitable Revenue
Target Audiences Influenced By Centers

 1. Customers and prospects
    •   Physical manifestation of what Unisys is and can do
 2. Analysts, Media and Industry Consultants
    •   Influence public opinion of Unisys
 3. Partners and Suppliers
    •   Relationship management
 4. Employees
    •   Source of pride
 5. Potential employees
    •   Forming a first impression
Objectives
 1. To create a physical environment that personifies
    our Brand Character and Brand Value Proposition
 2. To deliver a consistent experience commensurate
    with target audience value
 3. To develop content that communicates the breadth
    and depth of Unisys’ performance
 4. To build a marketing plan that creates demand equal
    or greater than capacity
Objective 1

  To create a physical environment that
  embodies our Brand Value Proposition,
  Promise and Character
   • Dynamic Business Integration– helping clients
    envision and progressively achieve secure, high
    performing, integrated business environments, based
    on their goals
   • Precision thinking, relentless execution to drive your
    vision forward.
   • Trusted advisor, dependable partner
Supporting Strategies
  Remodel and upgrade physical layout to typify state of the
  art technology and materials
   • Transform 70’s look and feel with 00’s fusion of chrome and glass
   • Integrate Bio Metrics, plasma screens, collaborative conferencing,
     virtual briefings
   • Interactive Kiosks that are updated daily
  Rename rooms to support Brand Promise
   • ABPM Guidelines
   • Stand the test of time
   • Avoid advertising slogans
   • Culturally inclusive
   • Consider geographic relevance
  Agreement on Names
   • Tallest mountain in each Regions we support
Naming Implementation
Mt. Everest (Board Room)
 • Picture and live web cam/weather patterns
Mt. Denali (Terrace Room)
 • Picture and live web cam/weather patterns
Mt. Aconcagua      (Video Conference Room)

Mt. Kilimanjaro (eAction Room)
Mt. Elbus (eBusiness Room)
                                             “Reaching New Heights”
Objective 2
  To deliver a consistent experience commensurate
  with target audience value
   • Establish consistent process and procedures and post on
       EBC web site
   • Tiered approach to level of service
       - Differentiation between Lobby and Briefing Center
   • Leveraging the metaphor of “reaching new heights”
EBC Web Site
“Unisys Guide” Considerations
  Special Messaging when trip plans are being
  coordinated
   • Pre travel Email from CRE
   • Electronic “Pre Briefing” package
       - Welcome letter, weather advisory, points of interest, driving directions
         (when applicable), capabilities explanation, etc
   • In hotel room greeting from BU President and Sales Executive
     (where quality can be assured)
   • Briefing Package in Limo/Van from hotel or airport to Center
       - Annual Report, Exec Magazine
   • Electronic Welcome upon arrival
   • Personally engraved Unisys Carabineer key chain
   • Follow up Satisfaction Survey within 48 hours of visit
Service Tiers Inside the Center
                             Agent             Coordinator       Guide
 Room Scheduling
 Food, beverage
 Executive Dining
 Restaurants and Entertainment
 Special Events
 On demand support               M-F; 9to 5       M-5; 24 hrs    24 by 7
 Simple logistics support
     Vans, limos
     Reservations Changes
Complex Planning
     Speaker sourcing
      “Unisys Guide”
Service Segmentation


                                 Agent               Coordinator   Guide

 Field Sales    (Summit Club for High Performers)


 Customers (Based on Revenue Potential)
 Board of Directors
 Analysts    (Based on Tiers)


 Alliance Partners
 Employees/ Prospects
 Community At Large
“Pinnacle Club”
  Annual Meeting at the Center for Client
  Recognition
   • All regions/BU’s
  Opportunity to spend a Day with CEO and
  Executive Team members
  Provides Opportunity to film/photograph for
  multi-use content development
  Provides visibility for Center
Pinnacle Club Wall in EBC
Objective 3
   To develop content that communicates the
   breadth and depth of Unisys
   •   Cross BU – “One Unisys” Message
   •   Continually refreshed and presented via
       interactive kiosks
   •   Sourced from EBC Advisory Board, Marketing
       and Corporate Communications Departments
Marketing Displays
Objective 4
  To build a marketing plan that creates
  demand equal or greater than capacity
   • Continuous messaging throughout the year
       - Virtual Tour
       - Customer of the Week
       - What’s New
   • Build interest in web visit via weekly prize of engraved
    Unisys Summit Carabineer Key Chain
   • Website calendar to report utilization
Communications Plan
                                      Jan   Feb   Mar   Apr   May   Jun   Jul   Aug   Sep   Oct   Nov   Dec
 Media/Vehicle

 Annual Sales Kick off Meetings

 EBC Website

 .COM Feature Article

 Sales Incentives Meetings
 (travel to 3)

 Mid Year Update Conferences
 (travel to 3)

 Weinbach on UBT
                     Grand Opening
                 Mention in Message

 UU Computer Based Training
           Sales Training Mandate

 Flash Anumiation Announcements
                   Targeted Groups

 Global Sales Website
                    Permanent Link
                         Features

 Executive Magazine Feature
EBC Positively Impacts Unisys Reputation.
                                                     Results
                                                                           4.8
              Client overall satisfaction

                                                                         4.6
                      Good use of time                                     4.8

             Helped understand Unisys                              4.1
                 strategic direction                                       4.8


     Client received desired information                                 4.6
                                                                                           Client
                                                                                           SRep
       Questions adequately answered                                     4.5


               People were appropriate                                     4.8

                                                                     4.4
     Gave greater confidence in Unisys                                 4.6


                       Goals were met
                                                                          4.6

                                             1   2       3     4               5
                         Strongly Disagree                                         Strongly Agree
2002/2003 EBC Utilization & Revenue
Impact Metrics
18                                                           17
                                                    16                                 16
16                                                                                              15
                              14 14                                           14
14
                         12
12
                                                                                                         10
10                                        9                                                                        2002
                                                                      8
 8                                                                                                                 2003
                     6
 6                                    5
              4 4
 4    3                                         3                 3
          2                                              2                         2        2
 2                                                                        1                          1

 0
     Jan Feb Mar Apr May Jun                             Jul      Aug Sep          Oct * Nov * Dec *
                                                                                                              *forecasted

 Q1- Q4 2002: 46 Events                       Q1- Q4 2003: 126 Events              2004: 160Events*
     • $45 M Closed Revenue                    • $1.2 B Opportunity
                                               • $119 M Closed Revenue
Siebel Campaign Parameters
  First step
   • Briefing request form & mandatory Siebel SFA fields
  Campaign Parameters
   • 18 month sales cycle
   • Preceding 3 month window & post-meeting 3 month window
  Report structure
   • Revenue tied to initial briefing goals
        - Siebel opportunity ID received relating to business objectives
        - Opportunity ID flagged in the Siebel campaign
   • Opportunities as a result of the briefing
        - New opportunity ID’s beyond original business objectives
        - Opportunities spanning 3 months prior and 3 months past the dates for
          the opportunities provided in the previous report.
        - Satisfies marketing dashboard requirements
Revenue Influenced 2003
 47 Accounts:
   $35 Million in closed revenue associated with original
   briefing opportunities
   $84 Million in closed revenue above and beyond original
   briefing opportunity



     Above & Beyond




            Original


                       0   10   20      30     40      50        60        70   80   90
                                     Closed Revenue in millions of dollars
2002 & 2003 Revenue Impact Metrics
  EBC revenue impact
   • 2002 – Revenue impacted greater than $45 Million
   • 2003 – Revenue impacted greater than $119 Million
   • 2003 – Revenue Pipeline greater than $1.2 Billion
  Revenue Metrics key to expansion of EBC model
  to other sites
   • Q4 2004 NYC EBC launched
   • New EBCs identified in Strategic Plan for 2004/5
Executive Briefing Centers
  Powerful display of “One
  Unisys” messaging
  Showcase our and end-
  to-end solutions and
  What We Do for our
  clients
  EBC investments
  produced high client
  satisfaction ratings and
  impacted revenues
  metrics
Questions & Comments
Thank You!         !


   Compelling Messages &
  Metrics (M&Ms) Will Make
Your EBC A Strategic Asset
     ABPM National Conference
  Denver Colorado, April 22, 2004

             Alan G. Chute Ph.D.
   Unisys Strategic Marketing VP
                alan.chute@unisys.com

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Metrics And Marketing ABPM Conference Presentation Final

  • 1. Compelling Messages & Metrics (M&Ms) Will Make Your EBC A Strategic Asset ABPM National Conference Denver Colorado, April 22, 2004 Alan G. Chute Ph.D. Unisys Strategic Marketing VP
  • 2. Executive Briefing Centers Powerful display of “One Unisys” messaging Showcase our and end- to-end solutions and What We Do for our clients EBC investments produced high client satisfaction ratings and impacted revenues metrics
  • 3. Agenda EBCs Evolution Messaging Strategy Mission and Objectives Strategies and Tactics Metrics Strategy
  • 4. EBCs Evolution CEO Top of Mind Issues Created Advisory Board to obtain cross BU support • Corporate Advertising • GO • GI • GMS • Global Sales • S&T • GIS • Facilities • Corporate Communications • Corporate Identity Benchmarks & Best Practices • Association of Briefing Center Managers • Site Visits to CSC, Microsoft, Cisco, Nortel Networks, EMC, AT&T Avaya, Lucent and others
  • 5. CEO Top of Mind Issues 1. Customer Loyalty and Retention (40%) ? ! 2. Reducing Costs (30%) 3. Mergers and Acquisitions (30%) 4. Engaging employees in the company’s vision/values (29%) The Conference Board Research Report 1244-99-RR The CEO Challenge: Top Marketplace and Management Issues
  • 6. Messaging Strategy Reflect a “Unified Brand” • Inclusive strategy Embody Customer Intimacy • What they think, sense, feel Communicate Operating Principles Maximum ROI • Demand Creation • Asset Utilization • Customer Satisfaction
  • 7. Brands Operate on Multiple Levels Create links to customers • Personality and performance differentiation • Build loyalty Contribute to financial performance • Increase sales/market share • Ability to attract price premium Provide business leverage • Mergers, acquisitions Communicate vision • Internally as an expression of the soul and direction of a company • Externally as beacon to customers, competitors and regulators
  • 8. Brand Equity - Managed on Two Dimensions Performance Perception • Market share/ penetration • Awareness • Customer satisfaction • Beliefs • Market position • Value
  • 9. EBCs - Reflects A Unified Unisys Brand Unisys Company GO GIS S&T ETS Business Units Systems Integration Outsourcing Infrastructure Solutions Server Technology Competencies Consulting Financial Public Communi- Transport- Commercial Media Target Markets Services Sector cations ation
  • 10. EBCs - Embody Unisys Operating Principles External Obsession (holistic perspective) Best or Nothing (confidence and drive) Invent the Future (breakthrough thinking delivered just in time) Be bold (courage to change the rules) Team for speed (partnerships) Deliver or die (earning the right to serve, every day) Absolute Integrity
  • 11. Mission Statement To create a Physical and Experiential Embodiment Of the Unisys Brand Promise That Leads to Understanding, Preference, Advocacy and Contribution to Profitable Revenue
  • 12. Target Audiences Influenced By Centers 1. Customers and prospects • Physical manifestation of what Unisys is and can do 2. Analysts, Media and Industry Consultants • Influence public opinion of Unisys 3. Partners and Suppliers • Relationship management 4. Employees • Source of pride 5. Potential employees • Forming a first impression
  • 13. Objectives 1. To create a physical environment that personifies our Brand Character and Brand Value Proposition 2. To deliver a consistent experience commensurate with target audience value 3. To develop content that communicates the breadth and depth of Unisys’ performance 4. To build a marketing plan that creates demand equal or greater than capacity
  • 14. Objective 1 To create a physical environment that embodies our Brand Value Proposition, Promise and Character • Dynamic Business Integration– helping clients envision and progressively achieve secure, high performing, integrated business environments, based on their goals • Precision thinking, relentless execution to drive your vision forward. • Trusted advisor, dependable partner
  • 15. Supporting Strategies Remodel and upgrade physical layout to typify state of the art technology and materials • Transform 70’s look and feel with 00’s fusion of chrome and glass • Integrate Bio Metrics, plasma screens, collaborative conferencing, virtual briefings • Interactive Kiosks that are updated daily Rename rooms to support Brand Promise • ABPM Guidelines • Stand the test of time • Avoid advertising slogans • Culturally inclusive • Consider geographic relevance Agreement on Names • Tallest mountain in each Regions we support
  • 16. Naming Implementation Mt. Everest (Board Room) • Picture and live web cam/weather patterns Mt. Denali (Terrace Room) • Picture and live web cam/weather patterns Mt. Aconcagua (Video Conference Room) Mt. Kilimanjaro (eAction Room) Mt. Elbus (eBusiness Room) “Reaching New Heights”
  • 17. Objective 2 To deliver a consistent experience commensurate with target audience value • Establish consistent process and procedures and post on EBC web site • Tiered approach to level of service - Differentiation between Lobby and Briefing Center • Leveraging the metaphor of “reaching new heights”
  • 19. “Unisys Guide” Considerations Special Messaging when trip plans are being coordinated • Pre travel Email from CRE • Electronic “Pre Briefing” package - Welcome letter, weather advisory, points of interest, driving directions (when applicable), capabilities explanation, etc • In hotel room greeting from BU President and Sales Executive (where quality can be assured) • Briefing Package in Limo/Van from hotel or airport to Center - Annual Report, Exec Magazine • Electronic Welcome upon arrival • Personally engraved Unisys Carabineer key chain • Follow up Satisfaction Survey within 48 hours of visit
  • 20. Service Tiers Inside the Center Agent Coordinator Guide  Room Scheduling  Food, beverage  Executive Dining  Restaurants and Entertainment  Special Events  On demand support M-F; 9to 5 M-5; 24 hrs 24 by 7  Simple logistics support Vans, limos Reservations Changes Complex Planning Speaker sourcing  “Unisys Guide”
  • 21. Service Segmentation Agent Coordinator Guide  Field Sales (Summit Club for High Performers)  Customers (Based on Revenue Potential)  Board of Directors  Analysts (Based on Tiers)  Alliance Partners  Employees/ Prospects  Community At Large
  • 22. “Pinnacle Club” Annual Meeting at the Center for Client Recognition • All regions/BU’s Opportunity to spend a Day with CEO and Executive Team members Provides Opportunity to film/photograph for multi-use content development Provides visibility for Center
  • 24. Objective 3 To develop content that communicates the breadth and depth of Unisys • Cross BU – “One Unisys” Message • Continually refreshed and presented via interactive kiosks • Sourced from EBC Advisory Board, Marketing and Corporate Communications Departments
  • 26. Objective 4 To build a marketing plan that creates demand equal or greater than capacity • Continuous messaging throughout the year - Virtual Tour - Customer of the Week - What’s New • Build interest in web visit via weekly prize of engraved Unisys Summit Carabineer Key Chain • Website calendar to report utilization
  • 27. Communications Plan Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Media/Vehicle Annual Sales Kick off Meetings EBC Website .COM Feature Article Sales Incentives Meetings (travel to 3) Mid Year Update Conferences (travel to 3) Weinbach on UBT Grand Opening Mention in Message UU Computer Based Training Sales Training Mandate Flash Anumiation Announcements Targeted Groups Global Sales Website Permanent Link Features Executive Magazine Feature
  • 28. EBC Positively Impacts Unisys Reputation. Results 4.8 Client overall satisfaction 4.6 Good use of time 4.8 Helped understand Unisys 4.1 strategic direction 4.8 Client received desired information 4.6 Client SRep Questions adequately answered 4.5 People were appropriate 4.8 4.4 Gave greater confidence in Unisys 4.6 Goals were met 4.6 1 2 3 4 5 Strongly Disagree Strongly Agree
  • 29. 2002/2003 EBC Utilization & Revenue Impact Metrics 18 17 16 16 16 15 14 14 14 14 12 12 10 10 9 2002 8 8 2003 6 6 5 4 4 4 3 3 3 2 2 2 2 2 1 1 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct * Nov * Dec * *forecasted Q1- Q4 2002: 46 Events Q1- Q4 2003: 126 Events 2004: 160Events* • $45 M Closed Revenue • $1.2 B Opportunity • $119 M Closed Revenue
  • 30. Siebel Campaign Parameters First step • Briefing request form & mandatory Siebel SFA fields Campaign Parameters • 18 month sales cycle • Preceding 3 month window & post-meeting 3 month window Report structure • Revenue tied to initial briefing goals - Siebel opportunity ID received relating to business objectives - Opportunity ID flagged in the Siebel campaign • Opportunities as a result of the briefing - New opportunity ID’s beyond original business objectives - Opportunities spanning 3 months prior and 3 months past the dates for the opportunities provided in the previous report. - Satisfies marketing dashboard requirements
  • 31. Revenue Influenced 2003 47 Accounts: $35 Million in closed revenue associated with original briefing opportunities $84 Million in closed revenue above and beyond original briefing opportunity Above & Beyond Original 0 10 20 30 40 50 60 70 80 90 Closed Revenue in millions of dollars
  • 32. 2002 & 2003 Revenue Impact Metrics EBC revenue impact • 2002 – Revenue impacted greater than $45 Million • 2003 – Revenue impacted greater than $119 Million • 2003 – Revenue Pipeline greater than $1.2 Billion Revenue Metrics key to expansion of EBC model to other sites • Q4 2004 NYC EBC launched • New EBCs identified in Strategic Plan for 2004/5
  • 33. Executive Briefing Centers Powerful display of “One Unisys” messaging Showcase our and end- to-end solutions and What We Do for our clients EBC investments produced high client satisfaction ratings and impacted revenues metrics
  • 35. Thank You! ! Compelling Messages & Metrics (M&Ms) Will Make Your EBC A Strategic Asset ABPM National Conference Denver Colorado, April 22, 2004 Alan G. Chute Ph.D. Unisys Strategic Marketing VP alan.chute@unisys.com